UComps: Battling the Odds – How Uranium Explorers survive (and thrive) during the worst of times

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 …

UComps: Project Generation Capability for Uranium Explorers

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 …

UComps: Management Compensation

EXCLUSIVE TO SIGHTLINEU3O8 – We continue to look at the corporate variables and attributes important to investors along the lines of Management, Projects, and Financial Stability.  This month we have compiled and presented data surrounding management compensation. The companies we include operate at a variety of stages, in a variety of jurisdictions, and utilize a variety of …

UComps: Uranium Developers’ Stage

EXCLUSIVE TO SIGHTLINE U3O8 –This month’s UComparables edition will focus on the Uranium Developers and the simple metrics of their key project’s stage of development – specifically, resource size, grade and mining method. As stated in the past, it is not our intention to provide analysis or opinion as to the investment potential of these …

UComps: Liquidity

EXCLUSIVE TO SIGHTLINEU3O8 – Certainly, most investors are concerned with the liquidity of an equity investment – especially when dealing with junior resource companies. Once again, we compiled the total number of shares traded for each company over the last 24 months.  With that, we calculated the number of times that the total outstanding shares are …

UComps: Project Jurisdiction

EXCLUSIVE TO SIGHTLINEU3O8 – One of the most compelling considerations/risks in evaluating a project is the jurisdiction it resides in.  Government stability, tax regimes, permitting requirements, mining law maturity, etc. can mean the difference between an economic project and a complete loss of investment. For this comparable we went to The Fraser Institute Annual Survey of …

UCOMPARABLES

EXCLUSIVE TO SIGHTLINEU3O8 – In response to numerous requests, we are pleased to launch a new section of research focused on those public companies operating in the uranium supply space.   UComparables will provide metrics and data gathered across the entire spectrum of uranium exploration companies and uranium development companies. Who is Included For the …