The uranium market has entered a new phase, but there’s still plenty of time left in the current cycle. “I do feel as though we’re in year three of this cycle,” said John Ciampaglia, CEO of Sprott Asset Management. “It’s impossible to know how long it will last, but we still think it has quite...
Tag: uranium outlook
I Still Love Lithium and Uranium, Now it’s Gold’s Time Too
Speaking at the New Orleans Investment Conference, Gerardo Del Real of Digest Publishing shared why he remains positive on lithium and uranium, and also explained why he thinks gold’s time to shine is coming. “This is the bottom for a lot of these commodities,” he said. “We have a lithium bull market that’s about to...
I’m Looking to Deploy Cash in Uranium, Gold and Copper
Speaking at the New Orleans Investment Conference, Nick Hodge, editor of Daily Profit Cycle, said he has about one-third of his portfolio in cash right now, and he’s hunting for uranium, gold and copper “trophies.” “I’m using this opportunity for next two to three quarters, because I’ve been reserved with one-third cash to really identify...
Uranium Looks Best Right Now, but Bullish Gold Drivers Stacking Up
Gwen Preston of Resource Maven shared her thoughts on junior resource sector sentiment, saying that while the majority of investors in the space are “despondent,” a keen minority are looking for opportunities. “The way I look for excitement in my portfolio in the near term is discovery stocks — and uranium,” she said. “I also...
Uranium Catalysts Building, All Systems Look Like Go
John Cash, CEO of Ur-Energy (TSX:URE,NYSEAMERICAN:URG), spoke to the Investing News Network about uranium’s recent price rise and where the commodity could go in the future as demand rises and supply stays tight. In his view, it was the recent coup in Niger that woke market participants up to that growing imbalance. However, there are...
Uranium at Inflection Point, Will Get “Completely Out of Hand”
The uranium bull market is just getting started, but it could get “completely out of hand” before it’s over. From a demand perspective, utilities are captive buyers that need to get their hands on the fuel, said Adam Rozencwajg, managing partner at Goehring & Rozencwajg. Meanwhile, supply is expected to remain tight for the foreseeable...
Uranium at Inflection Point, Will Get “Completely Out of Hand”
The uranium bull market is just getting started, but it could get “completely out of hand” before it’s over. From a demand perspective, utilities are captive buyers that need to get their hands on the fuel, said Adam Rozencwajg, managing partner at Goehring & Rozencwajg. Meanwhile, supply is expected to remain tight for the foreseeable...
Gold Price Faces Pressure, Uranium Bulls Keep Running
The gold price ended September at about US$1,848 per ounce, and it sank even lower this past week — the yellow metal fell to the US$1,815 level midway through the period, although it finished just above US$1,830. What exactly is going on with gold? Many market watchers believe its troubles relate back to the US...
Uranium at Inflection Point, Will Get “Completely Out of Hand”
The uranium bull market is just getting started, but it could get “completely out of hand” before it’s over. From a demand perspective, utilities are captive buyers that need to get their hands on the fuel, said Adam Rozencwajg, managing partner at Goehring & Rozencwajg. Meanwhile, supply is expected to remain tight for the foreseeable...
Uranium Price Powers Higher, Sector M&A Heats Up
Uranium was in focus this week as the spot price for the fuel continued to track increasingly higher. There’s a lot going on in the sector, and I recently had the chance to ask Justin Huhn of Uranium Insider about what’s going on. We covered a lot of ground in the interview, but a key...