‘Window of Opportunity’ Right Now For Miners – Amir Adnani

Mar 10, 2017 Guest(s): Amir Adnani CEO, UEC; Chairman, GoldMining Inc.   Listen Here GoldMining Inc., formerly known as Brazil Resources, is looking to acquire more gold projects in 2017, this according to the company’s chairman Amir Adnani, also at CEO of Uranium Energy Corp. He joins Kitco News’ Daniela Cambone at the PDAC convention in Toronto to share some of his plans for the company. … Continue reading

Three Ways To Play Uranium

The Energy Report | October 16, 2014 Investors in the uranium space are like Goldilocks: They have three major ways to play, says David A. Talbot, senior mining analyst at Dundee Capital Markets. The Athabasca Basin entices with high rewards for high risks. U.S.-based in-situ recovery offers stable cash flow from stable operations. And companies challenged by current market prices that are positioning themselves smartly for an upswing also provide opportunity. In this interview with The Energy Report, Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right. The Energy Report: David, the uranium spot price has recovered to a 52-week high of about $35 per pound ($35/lb) after nearly three months in the doldrums. What drove the rise? David Talbot: This uranium price rally is due to a few temporary news items, and perhaps one real supply/demand story. The Cameco Corp. (CCO:TSX; CCJ:NYSE) strike was a driver, as it was headline news, but now the strike is over. It wouldn’t have impacted the market anyway, unless it had lasted for several months, but investors did get excited. There is risk with regard to Russia due to increasingly harsh sanctions, but this is simply a worry at this point. We have a hard time believing that Europe and the U.S. are going to cut off 24% and 18%, respectively, of their own nuclear fuel sources. If the cuts do happen, the impact might be huge, however. Finally, ConverDyn Corp. (private), the U.S. uranium converter, is suing the U.S. … Continue reading