Streetwise Reports' Article Archives — November 2015 back to current month (2)
Demand for commodities is in the doldrums, but the fundamentals of uranium and lithium are favorable when compared with other materials, says Paul Renken, mining analyst for VSA Capital Ltd. In this interview with The Energy Report, Renken notes that rising demand for batteries will soon exert pressure on lithium production capacity and that well-placed uranium juniors are in position to meet demand from nuclear power plants now in development. Investors must be patient, but diligent selection will be rewarded.
Investors have spoken, and they said they don't want a merger of Fission Uranium and Denison Mines. In this interview with The Energy Report, Marin Katusa, founder of Katusa Research, shares his insight on why Fission investors rejected the deal and where he is finding value in the uranium and oil sector today.
|"AZZ showed recoveries of 87–92% for copper, 82–88% for silver."|
|"POE was drilling water but found a good oil zone!"|
|"DEFN's high-grade rare earths deposit is rich in 'magnet' materials."|