EXCLUSIVE TO SIGHTLINE U3O8 – With major uranium producers committing to supply cuts in response to record low U3O8 prices, the industry is poised for a strong price trend reversal. As producers take steps to drive U3O8 prices upward, examining the demand side of the U equation becomes critical. Many headlines would suggest that Uranium …
EXCLUSIVE TO SIGHTLINE U3O8 – As discussed last month in Part 1, many analysts will cite uranium underfeeding (enrichment of tail assays) and subsequent sale of low-enriched uranium (LEU) on the spot market as one of the key drivers behind the fall of U3O8 prices. Lower demand drove enrichers to increase underfeeding to prop up …
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 …
Including the Right Juniors can Maximize your Returns Rick Rule, President & CEO at Sprott US Holdings Inc., is quite proud to tell anyone who will listen that during his first foray into uranium investing his “worst” stock pick returned 22:1. During that run in the early 2000’s, uranium prices and related equities saw record …
EXCLUSIVE TO SIGHTLINE U3O8 – Since 2007, Kazakhstan has raced to become the world’s largest producer of uranium. With the second highest amount of known recoverable uranium resources and one of the lowest production costs in the industry, Kazakhstan has positioned itself perfectly to dominate the uranium market. So, what have they done with those …
Fundamentals Signal a Looming Spike in the Price of Uranium Exclusive to Sightline|U3O8 – Analysts and miners alike are predicting a smooth and steady comeback in uranium prices over the next 12-36 months… a prudent and conservative outlook. The reality, however, is that uranium prices have never moved quietly or slowly. After sitting at a price …