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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 More >
Ian Mortimer joined Guinness Atkinson Asset Management in December 2006. He is co-manager of the Guinness Atkinson Global Energy Fund. Prior to joining Guinness Atkinson, Ian completed a Doctor of Philosophy in experimental physics at Christ Church, University of Oxford, and graduated in 2006. He graduated from University College London, University of London, with a first class honors master's degree in physics in 2003. He holds an Investment Management Certificate and is a CFA charterholder.
Edward Guinness and Ian Mortimer: Timing a Roaring Return in Alternative Energy Stocks (3/14/13) What will it take for alternative energy to deliver the returns investors have dreamed of? Continued global economic recovery, unsubsidized demand and prices that give customers a green incentive without added costs. Some stocks—notably in Europe and Asia—are already benefiting from favorable conditions, but the stars have yet to align on a broader scale. Portfolio Managers Edward Guinness and Ian Mortimer of London-based Guinness Atkinson Funds tell The Energy Report why they're maintaining holdings in quality solar, wind and lithium stocks and when they expect a bounce.
"If MMT's Umugini pipeline gets commissioned, production goes past 20,000 bbl/d and the losses are cut to under 5–10%, 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 More >