Cameco Corp. (TSX:CCO)(NYSE:CCJ) has struggled over the years, but it looks as though the stock is finally gaining some steam. Over the past three years, its share price has dropped more than 26%, but year-to-date the stock has risen more than 18%. Low uranium prices have made life difficult for Cameco and forced the company …
Summary Global uranium supply is decreasing, and the long-term demand is increasing. Cameco is testing the depth of the spot market with significant purchases to fulfill long-term delivery commitments. Cameco is one of the few companies that remain consistently cash flow positive in the industry. Energy Fuels’ spare capacity makes them an interesting investment in …
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 …
