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"We expect to see higher production rates from EFR should uranium prices improve on the back of Japanese reactor restarts and the recent expiration of the HEU agreement." (2/25/14) Energy Fuels Inc. - Sheldon Modeland, Edison Investment Research Moreá>
Geordie Mark is the co-head of mining research at Haywood Securities. He was previously an analyst with Passport Capital. In an earlier period he was vice president of exploration for Cash Minerals. Prior to joining the exploration industry full-time, he lectured in economic geology at Monash University, Australia, and served as an industry consultant. He holds a Ph.D. in geology from James Cook University.
Benjamin Asuncion and Geordie Mark: Six Gold and Silver Leaders at Today's Prices (2/24/14) Benjamin Asuncion and Geordie Mark of Haywood Securities forecast 2014 gold and silver prices of $1,300/ounce and $21.50/ounce, respectively. In this interview with The Gold Report, they argue that the gold and silver companies that will thrive in 2014 will be those blessed with prudent but aggressive management that can post good margins at today's prices. And they suggest a half-dozen gold and silver miners poised to do just that.
Uranium Markets Evolve: Geordie Mark (3/13/12) With the "Megatons to Megawatts" program scheduled to end soon, uranium market dynamics are shifting. Geordie Mark, a uranium analyst with Haywood Securities in Vancouver, explores the possibilities in this exclusive interview with The Energy Report, emphasizing the industry's strong long-term fundamentals.
Geordie Mark: Coal and Uranium Generate Heat (11/15/11) From fossil fuels to fission, growing global demand for power generation offers investment opportunities. Thermal coal is heating up and the uranium junior mining sector is set for development and a wave of consolidation. Geordie Mark, mining analyst with Haywood Securities in Vancouver, shares his thoughts in this exclusive Energy Report interview.
"If MMT's Umugini pipeline gets commissioned, production goes past 20,000 bbl/d and the losses are cut to under 5ľ10%, that would be a positive thing for the stock, there's no question." (2/27/14) Mart Resources Inc. - The Energy Report Interview with Justin Anderson Moreá>