Streetwise Uranium Articles
French Company Designs Underwater Nuclear Plant
Source: International Business Times, Jesse Emspak (1/24/11)
"Demand for smaller, cheaper reactors where infrastructure is minimal prompts underwater innovation."
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Uranium Report 2011
Source: Richard (Rick) Mills, Ahead of the Herd (1/24/11)
"The electricity needed to replace fossil fuels will have to come from nuclear generation."
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James West: The Revolution in Energy Investments
Source: Alan Trujillo for The Energy Report (1/20/11)
James West's Midas Letter, a fixture in the world of resource stock investing, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with James about how he is expanding his focus to include energy. He covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential.
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Rendezvous Date for Junior U308 Miners in Wyoming
Source: Jeb Handwerger, Gold Stock Trades (1/18/11)
"Russia has taken possession of rich American uranium assets."
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France Angles for Nuclear Deals in U.A.E.
Source: The National, April Yee (1/18/11)
"U.A.E. debates adding nuclear power to a mostly fossil fuels energy mix."
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Mark Lackey: Bright Future for Uranium?
Source: Brian Sylvester of The Energy Report (1/13/11)
Mark Lackey, with Toronto-based financial services company Pope & Co., admits he's in the minority. He believes the Street is too optimistic about production in Saskatchewan and Kazakhstan heading off a uranium shortage. In this exclusive interview with The Energy Report, Mark explains why he believes Cigar Lake won't save the day and why uranium could hit $100 a pound.
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The Must-Have Commodity for 2011: Uranium
Source: Motley Fool, Mike Pienciak (1/13/11)
"Uranium producers are the most direct play on rising demand."
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Robert Gates Tours China Nuclear Warfare Headquarters
Source: BBC News (1/13/11)
"Beijing froze military ties last year because of U.S. arms sales to Taiwan."
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Analysts: China's Uranium Announcement Overblown
Source: Mining Weekly, Matthew Hill (1/5/11)
"No 'breakthrough' in China's uranium reprocessing capabilities."
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Clean Energy Neck and Neck to Nuclear
Source: Earth Techling, Susan DeFreitas (1/5/11)
"Non-hydro renewables expanded by a combined 11.5%."
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Richard Kang: ETFs Are Active Investors' Weapon of Choice
Source: Brian Sylvester of The Energy Report (1/4/11)
Small boutique firms are finding new ways to slice ETFs up and repackage them for investors who are taking an active approach to their investment funds, not simply buying and holding them. Richard Kang, CIO and director of research for New York-based Emerging Global Advisors, specializes in ETFs and says liquidity and more choices are responsible for record amounts of cash flowing into ETFs. In this Energy Report exclusive, Richard talks about his funds and some reasons niche ETFs are changing the investment landscape.
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Climate Change, Renewables and Grain Ethanol: A Year-End Dose of Reality
Source: Intelligent Energy, Paul Mauldin (12/27/10)
"Coal remains the chief fuel for the next 25 years. . ."
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Alka Singh: Uranium Is Still a Growth Industry
Source: George Mack and Karen Roche of The Energy Report (12/21/10)
Though just a year ago the uranium sector was considered stalled and possibly moribund, Rodman & Renshaw Senior Analyst Alka Singh finds undervalued stocks for her clientele that includes both small and large institutional investors. In this exclusive interview with The Energy Report, Alka generously shares some names for growth that investors might consider to take advantage of burgeoning energy demand that will surely include nuclear power plants all over the world.
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Bruno del Ama: Smart Money Flocking to Uranium
Source: Brian Sylvester of The Energy Report (11/23/10)
Gold has dominated a lot of headlines lately, so when Bruno del Ama of Global X Funds launched an exchange traded fund (ETF) focusing on the precious metal and another on uranium, he was confident about which one would set off at a sprint. Yet surprisingly, sales of the Global X Uranium ETF have reached $65 million since its launch on Nov. 4, making it one of the most successful ETFs this year. In this exclusive interview with The Energy Report, Bruno discusses why the smart money is chasing uranium.
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Marin Katusa Values Viable Technologies and Leadership
Source: Karen Roche of The Energy Report (11/4/10)
Casey Energy Opportunities Senior Editor Marin Katusa shares his perspectives and predictions on the direction in which the energy sector is headed—from popular green alternatives like geothermal, run-of-river hydro and natural gas to the oil sector all the way to the less-popular, but very viable, uranium sector. The Energy Report caught up with Marin at the New Orleans Investment Conference for this exclusive interview.
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Geordie Mark: Uranium and Mining Stocks Recovering
Source: George Mack and Karen Roche of The Energy Report (10/28/10)
Uranium has been radioactive for investors who have stayed away in droves since the metal crashed into a prolonged slide beginning in early 2007. Now in a cautious recovery mode from multiyear lows, Haywood Securities Senior Analyst Geordie Mark says a rising uranium price is the driver for select mining companies. In this exclusive interview with The Energy Report, Geordie discusses uranium demand and brings some specific ideas to the table for investors.
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Mickey Fulp: Hard Rock Geologist
Source: Karen Roche of The Energy Report (10/19/10)
Some analysts talk the talk, but Mercenary Geologist Mickey Fulp walks the walk and kicks the rocks to find undervalued mining stocks. In this exclusive interview with The Energy Report, Mickey forecasts a continuing uptrend in the uranium price and weeds out the true rare earth contenders in a market full of pretenders.
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Elliott Gue Selectively Plays Uranium and Gas
Source: Brian Sylvester of The Energy Report (10/7/10)
Author and Energy Strategist Editor Elliott Gue looks to larger global energy trends to establish his investment strategies in alternative energy. Two of those trends include nuclear power development in emerging markets and the natural gas infrastructure needed for America's burgeoning shale gas plays. In this exclusive interview with The Energy Report, Elliott suggests some tried and true names that should benefit from those trends and a few lesser-known companies with similar aspirations.
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Byron King: Opportunities Across the Energy Spectrum
Source: Brian Sylvester of The Energy Report (10/5/10)
When it comes to energy, Newsletter Editor Byron King likes to keep his fingers in a lot of pies. He doesn't limit his coverage to U.S. or even North American companies. He literally travels the world to find unique investment opportunities for his loyal subscribers. In this exclusive interview with The Energy Report, Byron discusses his recent trip to Serbia and some his favorite uranium plays.
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Doug Casey: Exception Among Equities
Source: Karen Roche of The Gold Report (8/18/10)
As long as stocks remain overpriced, Casey Research Chairman Doug Casey says he'll avoid equities—except perhaps in favored sectors, such as gold. In fact, in this exclusive interview with The Gold Report, he posits that gold juniors might "go up by an order of magnitude or more, even while most other stocks are going down."
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John Licata: Consolidation Coming to All Commodities
Source: Brian Sylvester of The Gold Report (8/9/10)
"It's no longer just an energy market. It's no longer just a metals market. It's just one commodities market," says John Licata, chief commodity strategist at Blue Phoenix, Inc. John thinks that the lines between commodities will continue to blur as companies diversify their metals and minerals holdings. He also thinks gold will approach $1,375 by year-end, and that a major uranium producer will soon be snapped up by Asian interests. It's all in this exclusive interview with The Gold Report.
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Mickey Fulp: Solving the Uranium Price Puzzle
Source: Barbara Templeton and Karen Roche of The Energy Report (7/22/10)
Apparently flouting the law of supply and demand and mystifying experts and analysts alike, depressed uranium prices present some excellent bargain-hunting opportunities for investors, according to Mercenary Geologist Mickey Fulp. In this exclusive interview with The Energy Report, Mickey shares some thoughts about his favorite players in the uranium space. He's also keeping an eye on natural gas stocks.
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Geordie Mark: Glowing Reviews for Uranium Plays
Source: Brian Sylvester of The Energy Report (7/20/10)
Uranium's not as sexy as gold or silver. But with a host of reactors slated for construction, the sector is rife with opportunities. Haywood Securities Analyst Geordie Mark, in this exclusive interview with The Energy Report, tells us why he's given "sector outperform" ratings to no less than 11 companies. It could be the most comprehensive global roundup of uranium plays anywhere.
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Mickey Fulp: Bullish on Uranium and Rare Earths
Source: Karen Roche of The Energy Report (4/29/10)
Mickey Fulp, "The Mercenary Geologist," in this exclusive interview with The Energy Report, tells us why his eyes are on uranium right now and how the unique niche rare earth market is heating up and still at early stages, providing potential investment upside.
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Michael Berry: Uranium - Part of the Energy Solution
Source: Tim McLaughlin and Karen Roche of The Energy Report (4/15/10)
Discovery Investing pioneer Dr. Michael Berry says uranium has to be part of the solution if President Obama's plan for more nuclear reactors is going to be successful. In this exclusive interview with The Energy Report, Michael talks about the need for more uranium mining in the U.S., and why investing in energy metals is a safer bet than investing in industrial metals.
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