Streetwise Uranium Articles
The Who, What and Where of Energy Investing: James West
Source: Brian Sylvester of The Energy Report (2/23/12)
James West, publisher of the Midas Letter, asks himself three questions when considering energy investment opportunities: Who is the management? What is the asset mix? Where is the project located? He shares the names of companies in the oil, gas, uranium and lithium sectors that have all the right answers in this exclusive interview with The Energy Report.
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Energy Investing in Saskatchewan: Tom MacNeill
Source: Brian Sylvester of The Energy Report (2/21/12)
Tom MacNeill doesn't have to go far to find the most unique early-stage energy companies to invest in. The President and CEO of Saskatchewan-based investment firm 49 North Resources, MacNeill is bullish on his own backyard, and says of the province's resources, "You name it, we've got it." In this exclusive interview with The Energy Report, he explains why Saskatchewan resource plays trump their Alberta or Ontario counterparts.
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Bailouts Benefitting Gold, Silver, Uranium and Rare Earth Miners
Source: Jeb Handwerger, Gold Stock Trades (2/21/12)
"We feel that it is only a matter of time before the precious metal miners themselves participate in reflecting the burgeoning mining bull market."
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Why Not Thorium?
Source: Marin Katusa, Casey Research (2/14/12)
"As proponents of the underdog fuel will happily tell you, thorium is more abundant than uranium, is not fissile on its own (which means reactions can be stopped when necessary), produces waste products that are less radioactive and generates more energy per ton."
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Prospects for Nuclear Power in 2012
Source: Platts Energy Economist (2/2/12)
"Banks have signaled that they are unwilling to bear the risk of financing new nuclear projects, leaving three sets of interests that might be able to take it on: the utilities, the vendor or the consumer, in some form, via the state."
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January Was a Good Month for Uranium and Rare Earth Miners
Source: Jeb Handwerger, Gold Stock Trades (2/1/12)
"The month of January is a harbinger for what may happen in the year 2012. This month we have seen both uranium stocks and rare earth stocks outperform the general market despite negative news."
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Warren Buffett's Renewable Energy Investment
Source: Jeff Siegel, Energy & Capital (1/30/12)
"With concerns over the likelihood of higher gas prices this summer, the bill and its sponsors propose the creation of a 'Reasonable Profits Board' that would control the profits of oil and gas companies."
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Is Nuclear Power Safe Yet?
Source: David Gillie, ETF Daily News (1/23/12)
"Companies that specialize in uranium mining are highly profitable and on the move, as not only are many new nuclear plants coming on line, but existing plants need regular renewal of this precious resource."
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Nuclear Energy Markets Tighten: Edward Sterck
Source: Zig Lambo of The Energy Report (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.
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Nuclear Energy's (Growing) Rebound Potential
Source: Kent Moors, Money Morning (1/16/12)
"All told, despite the political and environmental moves to end nuclear power, the global increase in reactors was inevitable. According to Sergei Kiriyenko, head of Russia's state atomic energy company, the number of plants worldwide will double in the next 20 years."
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Significant News for Ucore
Source: Jeb Handwerger, Gold Stock Trades (1/4/12)
"'On this announcement, the stock has risen 13% on above average volume.'"
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Top 10 Commentaries of 2011
Source: Frank Holmes, U.S. Global Investors (12/28/11)
"This week I thought we'd take a moment to reflect on the eventful year it's been for natural resources."
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Year in Review: Long-Term Uranium Stock Prospects Trend Higher
Source: The Energy Report Editors (12/22/11)
At the beginning of 2011, analysts everywhere championed a "renaissance" of nuclear power. The Japanese tsunami and subsequent Fukishima nuclear accident in March challenged market sentiment; spot prices and stocks alike suffered setbacks. The Energy Report has been there for the entire wild ride, interviewing industry experts, sharing sector news and scouting out the best companies for any market. Read on for a retrospective of expert commentary on this still-promising sector.
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Australian Uranium Exports to India Gather Steam
Source: Shivom Seth, Mineweb (12/14/11)
"With the Australian governing Labor party having voted to overturn its long-standing ban on exporting uranium to India, the nation's strategic ties with India are set to benefit."
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The Uranium Industry Is Alive and Well: David Talbot
Source: George Mack of The Energy Report (12/13/11)
The Fukushima disaster cast a shadow on the uranium mining industry, but Dundee Capital Markets Vice President and Senior Mining Analyst David A. Talbot sees very strong fundamentals, especially in the absence of substitutes for nuclear generation. Such a premise suggests that uranium use will rise with growing populations and needs. In this exclusive interview with The Energy Report, Talbot lays out the demand picture in detail and shares the names of his best uranium mining ideas.
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Why the Smart Guys Are Buying Uranium Miners
Source: Jeb Handwerger, Gold Stock Trades (12/13/11)
"Russia and the U.S. have reached an agreement of safe, compact, economically viable development of the nuclear (NLR) industry globally. Our ongoing faith in nuclear energy's future continues to be upheld."
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Four Small-Cap Energy Stocks to Watch: Josh Young
Source: Zig Lambo of The Energy Report (12/8/11)
Strong oil prices are paving the way for some outstanding buying opportunities, says Young Capital Management Portfolio Manager Josh Young in this exclusive interview with The Energy Report. He points to four of his favorite undervalued plays, which may not stay below the radar long.
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Top-Rated Energy Investing Advice Revisited
Source: The Editors, The Energy Report (11/22/11)
'Tis the season to count our blessings. At The Energy Report, we are grateful for all the distinguished experts who share their sage advice on the oil, gas, MLP, uranium and alternative energy investing sector day in and day out. To thank you, our dedicated readers, we are sharing some of the most-read insights published here in the last year. We appreciate your support and look forward to navigating the ups and downs of the energy market together in the coming years.
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Geordie Mark: Coal and Uranium Generate Heat
Source: Brian Sylvester of The Energy Report (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.
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Marin Katusa: Top Energy Stocks by Sector
Source: Special to The Energy Report (11/3/11)
Marin Katusa, senior editor of Casey Energy Opportunities, spoke at the Casey Research/Sprott Inc. "When Money Dies" Summit and named the companies he sees as the best opportunities in the energy sector today. In this excerpt from his remarks, he gives background, warnings and targets that could help any investor trying to make money in energy.
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Rob Chang: Uranium Stocks Powering Up
Source: Zig Lambo of The Energy Report (11/1/11)
While Germany and Switzerland have made headlines with sudden phase-out plans, world leaders from North America to Africa to Asia have reaffirmed their commitment to nuclear power as a low-carbon, low-cost energy solution. Development plans continue for the industry, and the long-term growth picture shows continued uranium demand. In this exclusive interview with The Energy Report, Rob Chang discusses prospects for both junior and major uranium developers and producers, and which companies could be the next belle of the bidding war ball.
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Steve Palmer: Believe in Oil and Uranium
Source: Brian Sylvester of The Energy Report (10/18/11)
Steve Palmer, chief executive of Toronto investment firm AlphaNorth Asset Management, scans the market for inefficiencies. And it pays off in the long term. While comparable market benchmarks are down as much as 46%, his small-cap fund has returned nearly 200% since its launch in 2007. In this exclusive interview with The Energy Report, Palmer explains why his long-term vision makes him a continued believer in oil and uranium.
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Responsible Uranium Mining Practices
Source: Dave Brown, Uranium Investing News (10/13/11)
"The top global producers of uranium have all demonstrated respective positions on responsible mining."
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Philip Williams: Japan's Tsunami Crisis Creates Uranium Opportunities
Source: Brian Sylvester of The Energy Report (10/11/11)
The uranium market is still shell-shocked from the tsunami in Japan and the resulting anti-nuclear backlash. But Philip Williams, vice president of business development for investment firm Pinetree Capital in Toronto, is urging investors to dust themselves off and start shopping. Strong fundamentals are still in play and upcoming catalysts could boost suffering uranium equities this year. In this exclusive interview with The Energy Report, Williams discusses which companies he expects will ride the updraft.
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Europe Reexamining Nuclear Power Policy Landscape
Source: Dave Brown, Uranium Investing News (10/6/11)
"Germany will have to spend nearly $14.3B to upgrade its electrical grid if the country is to stop using neighboring networks."
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