Streetwise Uranium Articles
Steve Palmer: Small Oil Companies Poised for Big Growth
Source: George Mack of The Energy Report (5/10/11)
Hedge fund Founder Steve Palmer invests in micro- and small-cap companies that might grow explosively through successful exploration or development of novel technologies. By maintaining his focus on ground-breaking companies rather than commodities, Steve's AlphaNorth Partners Fund has achieved an extraordinary annualized return of 57.3% for the three year period ending April 30, 2011. In this exclusive interview with The Energy Report, he shares his secrets for targeting growth companies.
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Nuclear Power 'Cheaper than Offshore Wind'
Source: Telegraph (5/9/11)
"Britain's Climate Change Committee calls for 14 new nuclear power plants."
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Don't Turn Out the Lights on Commodities Just Yet
Source: Frank Holmes, U.S. Global Investors (5/9/11)
"The party's not over for commodities."
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France's Sarkozy Denounces Nuclear Phase-Out
Source: Platts (5/4/11)
"Moratorium on new nuclear power plants is 'a choice of the Middle Ages.'"
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Geordie Mark: Big Nuclear Future on Horizon
Source: Brian Sylvester of The Energy Report (5/3/11)
Japan's nuclear catastrophe sent shock waves through the uranium market, but in this exclusive interview with The Energy Report, Haywood Securities Analyst Geordie Mark explains why the disaster in Japan isn't the end for uranium miners.
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Doug Casey: Uranium Holds Value
Source: Karen Roche of The Energy Report (4/28/11)
Worldwide hysteria and the fear factor notwithstanding, Casey Research Chairman Doug Casey still considers nuclear power "by far the safest, cheapest and cleanest form of mass power generation." Sharing his views in this Energy Report exclusive on the eve of a sold-out Casey Research Summit in Boca Raton, Florida, Doug says power generated from wind, sun, the tides and other alternative sources are "very nice special applications but don't work economically unless they're subsidized."
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China to Encourage Uranium Exploration
Source: IFP (4/27/11)
"Country aims to encourage construction, technological development and further prospecting for domestic uranium sources."
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Compelling Contrarian Case for Uranium
Source: uranium-stocks (4/25/11)
"The amount of energy 1 lb. of U308 creates requires 10.4 barrels of oil."
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Medvedev: Russia's Energy Future Nuclear
Source: The Voice of Russia (4/25/11)
"Economic considerations and concerns for the environment force Russia to build its energy future on nuclear fission."
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Asia Nuclear Reactors Face Tsunami Risk
Source: Associated Press (4/20/11)
"Asian plants are located atop the largest tsunami-spawning faults."
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Race Is on for Kazakh Uranium
Source: Asia Times, Roman Muzalevsky (4/18/11)
"As global nuclear energy demand grows, countries with uranium reserves are poised to reap enormous economic and political dividends."
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U.S. Bill Calls for U308 Mining Royalties
Source: Resource Investor, Philip Burgert (4/11/11)
"Legislation seeks 12.5% royalty for uranium mining on federal lands."
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Sanity to Return as Media-Induced Fear Fades
Source: Jeb Handwerger, Gold Stock Trades (4/5/11)
"Media-induced nuclear fear offers incredible uranium stock buying opportunity."
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UN Clears Kenya Nuclear Energy Project
Source: Daily Nation, Angij Arap Kusi (4/4/11)
"The nuclear power plant is expected to provide 90 % of the country's electricity needs, making Kenya the world's biggest consumer of nuclear energy ahead of France."
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Ending Nuclear Power Could Impact Social Equality
Source: AFP, Spencer Kimball (4/4/11)
"It's not enough to simply say we're turning off the switch."
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Explosion Unlikely, Says Japan
Source: The Hindu (3/31/11)
"Japan and the IAEA share the assessment that 'there is no likelihood of reactor explosion' at the Fukushima Dai-Ichi nuclear plant."
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Mickey Fulp: Long-Term Uranium Demand Will Continue
Source: Karen Roche of The Energy Report (3/31/11)
The peripatetic Mercenary Geologist Mickey Fulp explains that even if all under-construction and planned nuclear facilities are suspended, not enough uranium is being mined currently to supply ongoing demand. In this exclusive interview with The Energy Report, Mickey reveals a number of companies poised to benefit from this long-term fundamental upside.
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RCR Research on the Uranium Sector
Source: Fortbridge (3/31/11)
"Uranium market to be buoyed by solid fundamentals mid to long term. Any impact from Japan on the contract price is expected to be temporary"
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Go Nuclear: Buy Japan, Uranium Stocks
Source: Forbes, Gabriel Wisdom (3/29/11)
"Here comes M&A in a big way for uranium stocks. . ."
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U.S. Tightens Nuclear Safety Measures
Source: Xinhua (3/28/11)
"Japan's nuclear crisis has U.S. officials scrambling."
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Uranium Stocks' Rebound Mirrors Dramatic Drop
Source: MarketWatch, Sue Chang (3/24/11)
"The current situation is a buying opportunity for uranium producers."
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John Pugsley: Japan Crisis Is Not the End of Nuclear Power
Source: Zig Lambo of The Energy Report (3/24/11)
John Pugsley has been publishing The Stealth Investor newsletter for the past five years, producing a recommendation record that is enviable by any standard. In this exclusive interview with The Energy Report, John reveals his current thinking on energy-related investments in light of the global economic situation and the effects of the catastrophe in Japan.
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Rick Rule: Silver Linings
Source: The Energy Report (3/24/11)
If the clouds of crisis enveloping Japan, the Middle East and North Africa hold any silver linings, they may be in the form of opportunity for resource investors, particularly in the uranium, oil, natural gas and alternative energy sectors—at least that's how Rick Rule sees it. The widely known and well-respected founder of Global Resource Investments returned to cyberspace this week for a webcast wherein he explored some of the investment implications of these recent crises. In this Energy Report exclusive, Rick shares his insights and investment ideas.
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Italy Freezes Its Nuclear Plan
Source: NPR, Sylvia Poggioli (3/23/11)
"Upcoming elections prompt conservative government to slow its push to re-introduce nuclear power."
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Mickey Fulp: Double or Nothing
Source: Karen Roche of The Gold Report (3/21/11)
In this exclusive interview with The Gold Report, Mercenary Geologist Mickey Fulp touches on wide-ranging topics from the coming correction in gold to the criteria he uses to evaluate the "best of the best" stocks that he presents in his periodic Musings. Among them—if he can't see a double within 12 months, Mickey will walk on by.
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