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"Of note is SYH, which has properties in the Patterson Lake South area and is part of the Western Athabasca Syndicate." (12/3/13) Skyharbour Resources Ltd. - The Mining Report Interview with Thomas Drolet Moreá>
"MVN's Alberta assets can help support cash flow and operations while the company continues to develop its large asset base in the southern cone." (11/26/13) Madalena Energy Inc. - The Energy Report Interview with Xavier Grunauer Moreá>
"Bringing an alternative pipeline on-line will allow MMT to produce more, generate more cash and at the end of the day, increase its dividend." (11/21/13) Mart Resources Inc. - The Energy Report Interview with Amin Haque Moreá>
"EFR is guiding to exit the year with ~526 Klb U3O8 in inventory; this will set the company up nicely to meet sales contracts in 2014." (11/15/13) Energy Fuels Inc. - Colin Healey, Haywood Securities Moreá>
Companies Commented On
- AREVA SA
- Bannerman Resources Ltd.
- Cameco Corp.
- Denison Mines Corp.
- Energy Resources of Australia Ltd.
- Extract Resources Ltd.
- Hathor Exploration Ltd.
- Kalahari Minerals plc
- Mantra Resources Ltd.
- Paladin Energy Ltd.
- Rio Tinto Plc
- Uranium One Inc.
Edward Sterck covers uranium, diamond and platinum group metal mining companies for BMO Capital Markets. He joined BMO in 2007, prior to which he was a mining analyst at Hargreave Hale. Before working in mining research, he spent more than four years trading government bond futures on a proprietary basis. Edward holds a bachelor of science in geology with honors from the Royal School of Mines, Imperial College London.
A Major Uranium Supply Gap Is Looming: Ed Sterck (6/7/12) With Japan set to restart reactors and Russia's Megatons to Megawatts program near its expiration date, Analyst Edward Sterck thinks uranium stocks could pick up momentum, even if uranium prices show no inclination of heading north. In this exclusive interview with The Energy Report, Sterck warns of a supply-demand gap that could hit the world as early as 2015. In the meantime, consolidation is the name of the game.
Nuclear Energy Markets Tighten: Edward Sterck (1/19/12) Demand for uranium is expected to continue growing as China spearheads the conversion of new energy production from coal to nuclear. In this exclusive interview with The Energy Report, BMO Capital Markets Analyst Edward Sterck brings us up to date on how investors can best play this market and which companies are most likely to pick up the supply-side slack.
Edward Sterck: Uranium Companies Poised for a Comeback (9/8/11) This year has brought uncertainty for the uranium sector. Since the tsunami and subsequent radiation leaks in Japan, developers and investors are questioning the best steps moving forward. In this exclusive interview with The Energy Report, Edward Sterck, an analyst with BMO Capital Markets in London, updates us on the sector's status and offers advice on the best companies to support in the coming months and years.
"MVN has first-mover advantage with 35ľ90% in three blocks in the NeuquÚn Basin comprising a sizeable 135,000 net acres." (12/12/13) Madalena Energy Inc. - The Energy Report Interview with Peter Dupont Moreá>
"If TCF renegotiates the JV so Exxon Mobil carries more of the financing, this would transform the outlook for the company." (12/12/13) CBM Asia Development Corp. - The Energy Report Interview with Peter Dupont Moreá>