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 …
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 …
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 …
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 …
EXCLUSIVE TO SIGHTLINEU3O8 – One of the first questions asked by investors is “what’s your burn”? That is, how much money is management spending on administration and overhead, relative to the money being spent in the field/on the project? In order to be consistent, we took a look at the last 24 months of each company’s …
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 …
EXCLUSIVE TO SIGHTLINEU3O8 – For the uranium investor that was long in February and March of this year, the sudden uranium equity price drops and general volatility may have been surprising. With price drops of almost 30% in some equities, uranium investors were undoubtedly taken by surprise. The February/March drop was largely caused by changes …
EXCLUSIVE TO SIGHTLINE U3O8 – When engaging with various members of sightlineu3o8.com, we are often asked about the models we use to predict long-term and spot U3O8 prices. With uranium prices at all time lows and suppliers implementing production cuts to incentivize prices back up, regular readers are anxious to integrate our forecasts into their …
In 1981, the Cigar Lake uranium deposit was discovered in Saskatchewan’s Athabasca Basin. A monster in its day, eventually sizing up at 290MM lbs. of U3O8 at a mine grade of 15%! Seven years later and 45 km (28 miles) away the McArthur River deposit was found, dwarfing Cigar with its 500MM lbs. of U3O8 …
EXCLUSIVE TO SIGHTLINE|U3O8 – Anyone who follows the uranium market is familiar with Canada’s legendary Athabasca Basin (the “Basin”) – host to the “world’s richest uranium deposits with U3O8 grades reaching 10 times that seen around the rest of the world”. Most, however, may not be familiar the true bounty of the region’s uranium stores …