Energy Fuel - Deja Vu Pattern, Cup Could Break to the UpsideEnergy Fuels is the leading U.S. producer of uranium – the fuel for carbon- and emission-free nuclear energy. Nuclear energy is expected to see strong growth in the coming years, as nations around the world work to provide plentiful and affordable energy, while combating climate change and air pollution.
Energy Fuels is also a major U.S. producer of vanadium and an emerging player in the commercial rare earth business where its work is helping to reestablish a fully integrated U.S. supply chain.
With a truly unique portfolio, Energy Fuels has more production capacity, licensed mines and processing facilities, and in-ground uranium resources than any other U.S. producer. It boasts diverse cashflow-generating opportunities, including vanadium production, uranium recycling and rare earth processing.
Uranium
Denison Mines - Must Own Uranium PlayBullish engulfing forming with the last green candle absorbsing the last 3 candles.
-/ In order for the bullish engulfing to confirm, the next candle must be green.
-/ If not confirmed, price could test the 50 days MA, before accelerating.
-/ RSI and Stochastics are in positive territory and look good.
STRATEGIC PROJECT PORTFOLIO:
-/ 90% interest in flagship Wheeler River project – largest undeveloped uranium project in infrastructure rich eastern Athabasca Basin, with the potential to be a “top 5” producing mine
-/ 22.5% interest in operating McClean Lake Uranium Mill – 6M lbs U3O8 excess licensed capacity, currently producing +12% of global uranium production
-/ Additional leverage to the uranium price with interests in existing uranium resources at McClean Lake, Midwest, and Waterbury Lake
-/ ~280,000 hectares of prospective exploration ground in the Athabasca Basin
-/ Internal sources of cash flow from management of Uranium Participation Corp. (TSX-U), and Denison's Closed Mines Services, minimizing dilution to existing shareholders
FLAGSHIP WHEELER RIVER PROJECT:
-/Largest undeveloped uranium project in infrastructure rich eastern Athabasca Basin, including an estimated 132M lbs U3O8 in Indicated resources plus 3M lbs U3O8 in Inferred resources.
-/ Low estimated operating costs, with lowest estimate of initial CAPEX required to build amongst Athabasca Basin development projects(1)
-/Existing infrastructure supporting mining operations in proximity to Wheeler River – including 4 licensed uranium mines, 3 licensed uranium mills, and access to the provincial power grid and highway network – reduces development risk profile
Baselode Energy - Great Uranium LeverageBaselode Energy Corp is a fully-funded Uranium exploration company looking for the next world-class deposit in the Athabasca Basin area of northern Saskatchewan, Canada. The company is focused on discovering near-surface, basement-hosted, high-grade Uranium orebodies outside of the Athabasca Basin.
Goviex Uranium - Looking for a Breakout of the ChannelA resistance or support is like a door, the more you hit it, the highest chance it may break.
Goviex has a huge uranium deposit in Niger.
There is also some political risk as Niger defines political risk.
The stock could trade sideways for some time, but in the mid to long term I expect this stock to do well once uranium prices move higher.
DNN bet into the futureDNN had an sucessful breakout after an triangle pattern and the trend will continue.
Also check latest news from Barclays:
Barclays believes investors are overlooking a key source in the push to decarbonization: nuclear energy.
Barclays notes that nuclear output is not influenced by weather conditions and seasonality; nuclear waste is less than the waste from retired solar panels, wind turbine blades and lithium ion batteries; and nuclear power does not need the storage solutions required by renewable energy.
In the big safety issue, all nuclear accidents have occurred in earlier-generation plants, Barclays says.
"Advanced nuclear reactors and proposed small modular reactors do not rely on power to drive safety systems. Instead, they depend on the laws of physics (gravity, convection, heat transfer) to protect the core in the event of an accident. These designs should provide even better safety statistics than the historical comparables," Barclays says.
In nuclear news today, Bill Gates' advanced nuclear reactor company TerraPower LLC and PacifiCorp, owned by Warren Buffet's Berkshire Hathaway (BRK.A, BRK.B), have selected Wyoming to launch the first Natrium reactor project on the site of a retiring coal plant.
Price target 2$!
UEC Uranium Play is Ready to go DEF CON 5!I had a random thought, voice, divine intervention, I don't know what it was but out of no where I had this, more than a thought or idea, but it was clear... "Look at URANIUM! " Subtle real Subtle......*slowly starts to run away*
Anyways in my dive into Uranium Plays I looked at URA which is a ETF and good but kind of slow....and about 4 other Uranium Stocks....Then I found this one UEC. UEC is not only a Company that stock piles Uranium, they invest in other companies stocks that have uranium! ETF Warehouse of URANIUM! AMAZON of URANIUM! ok I digress you get the idea. So that said I found the bottom, drew my trend lines from the past, slapped it and called it Sally......Waited for it to dip and then bought in on some option calls. I think where it is at currently isnt a bad place to get in $3.07. The option calls are .15 out of the money and .25 in the money! I mean I dont know what gets you all excited but I couldn't stand up for 15 mins when i found this.....Mostly because My back hurt and it was locked up....but thats besides the point.
If you are looking to add some something Nuclear in your plays this is the play to get in on. Just my .02 cent worth but i mean thats all i can afford so dont listen to me......or do. Either way I'll still be sitting here not standing up.
by iCantw84it
05.27.2021
Deep Yellow - Long Term Play + Best CEO in the Uranium IndustryConstructing a new mine is always a challenge, but under John Borshoff the odds increases heavily.
Despite the recent price run up, the stock price of Deep Yellow is poised to trade way higher as uranium spot price increases.
The Company expects to produce 2-5mio pounds of uranium during its first years, and is allocating its money in development and exploration to increase its resources base.
Mr. Borshoff was appointed Managing Director and CEO of Deep Yellow Limited in October 2016. He is an experienced mining executive and geologist with more than 30 years of uranium industry experience.
He spent more than a decade at the start of his career as a senior geologist and manager of the Australian activities of German uranium miner Uranerz.
In 1993, following the withdrawal of Uranerz from Australia, Mr. Borshoff founded Paladin Energy Ltd. He built the company from a junior explorer into a multi-mine uranium producer with a global asset base and valuation of more than US$5 billion at its peak.
At Paladin, Mr. Borshoff led the team that completed the drill out, feasibility studies, financing, construction, commissioning and safe operation of the first two conventional uranium mines built in the world for 20 years. He also oversaw numerous successful, large public market transactions including acquisitions and major capital raisings before leaving Paladin in 2015.
What a beauty - GLO (Too expensive right now?) - Global AtomicWhat a beautiful run that was from the lows last year. It's still not getting much love from many investors (maybe it is becoming to expensive compared to the actual results) but if they can deliver on their DASA project in Niger and go into production with the estimated $35/lb while uranium prices are at $100+ (wild guess :) it might have a lot of runway ahead... To me it's a keeper. $GLO
I think that UUUU is now in Markdown phaseI think that the labor market is now getting better, national mask mandates are lifting, sanctions on covid are lifting.
Mines are going to go back to work, more labor available, newer machines with grants and eco bills.
I think that the cost of UUUU will go Down, due to uranium supply re opening, and technical data. this will persist until maybe October in the winter months when energy is in high demand and labor is more expensive.
Blue Sky UraniumBSK, which is a high beta play for anyone wishing to get exposure to uranium stocks, seems to lag the index.
While already been a stock offering a high risk-return tradeoff, this short-term lag offers a good opportunity to enter this market as, if the correlations persists, BSK should soon catch up with its peers.
Extremely bullish pattern for Uranium StocksUranium stocks, hit by a decade long decline of uranium prices, are now strongly reversing like many other commodities.
While one can use Uranium ETFs to get a long exposure, I prefer junior companies (which offer a better risk-return trade-off in my opinion), such as $BSK.
*Disclaimer: I'm long BSK for more than a year