Providing plentiful, clean, energy to the world’s growing population will become an increasingly difficult challenge as the effects of climate change begin to take hold and the demand for electricity grows. Nuclear Power Plants (NPPs) provide a reliable, low-carbon, energy source that should be a valued part of any growing country’s energy generation plans. The …
EXCLUSIVE TO SIGHTLINE U3O8: In January 2017, while announcing planned production cuts, the Chairman of the Management Board of Kazatomprom (Kazakhstan’s national uranium arm) explained that the glut of uranium supply would be the reality of the market for the near term. He then went on to state, “It will be better for our shareholders and …
EXCLUSIVE TO SIGHTLINE U3O8: Any time a commodity price heads towards a high note, we see an abundance of newly minted exploration companies and newly identified projects of great prospect. In the absence of a defined resource, exploration companies must raise financing on a demonstration of superior talent, superior technology and superior indications of a …
Happy New Year and thank you for your readership. We appreciate your interest!! Listed below are the most read articles on SIGHTLINE U3O8 in 2018. The Global X Uranium ETF resets their expectations – May 2, 2018 Uranium Demand: Is it coming or going? – February 6, 2018 UComps: Uranium Development Stage Projects: Show me the money? – October 4, …
EXCLUSIVE TO SIGHTLINE U3O8: Last month we pointed out a strange anomaly. For the first time in over a decade, the share price of uranium equities had begun to fall while the Spot price of uranium continued to rise. Despite sharing a common movement pattern over the prior 18 months, it appeared that equities were …
Exclusive to SightlineU3O8: Something odd began to occur in September of this year. For the first time in over a decade, the share price of uranium equities began to fall while the Spot price of uranium continued to rise. The last time this happened, the Spot price was running up over US$100/lb and the equity …
Exclusive to SightlineU3O8: This fall, we spent some time revisiting and updating the SL|U3O8Price Outlook. After reporting it for just over a year, we wanted to see just how well we had done and determine what learnings could be incorporated into the model going forward. Last April we shared the underlying logic and methodology behind …
EXCLUSIVE TO SIGHTLINE U3O8: The development of a deposit does not necessarily lead to a commercially viable project and opening a new uranium mine is not a simple or fast process. It takes a lot of time and effort. In fact, it can take a decade or longer to go from discovery to extraction. As …
EXCLUSIVE TO SIGHTLINE U3O8 – In 2011, after suffering nearly three years of declining U3O8 prices, uranium companies were energized at what appeared to be a rapid return in the spot price as it leapt nearly 50% to close the month of February at US$70.00. Two weeks later, the excitement came to an abrupt halt …
EXCLUSIVE TO SIGHTLINE U3O8 – This month’s UComparables edition will focus on the Uranium Explorers’ ability to be project generators and de-risk exploration by accessing capital from partners to fund the high-risk and expensive drilling phases of exploration. A project generator (“PG”) is defined as a company that acquires and maintains a portfolio of multiple …
