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 …

Keeping Score of Canada’s Infamous Uranium Reservoir – The Athabasca Basin

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 …

Uranium Underfeeding: Big Price Factor? (Part 1)

EXCLUSIVE TO SOURCELINE U3O8 – Since 2007, U3O8 prices have largely been moving in one direction – down. With long-term and spot prices languishing at 12-year lows, the uranium sector has been struggling over the past few years. Many analysts will cite uranium underfeeding and the subsequent sale of additional enriched uranium on the spot …