KER Commentary – Wed 7 Dec, 2016

A fundamental look at recent news in the Uranium Sector

Craig Parry, Co-Founder of NexGen Energy and President of IsoEnergy, is back to provide us with a recap on the recent news in the Uranium sector. We look at the continued nice move in a number of uranium companies as well as future mine closures. Craig points out that no mine in the world can make money a the current spot price of uranium. On the flip side there has been some more interest from generalist funds in the sector.

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Cory Fleck
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  1. On December 7, 2016 at 1:20 pm,
    CFS says:

    A quick look at iso-energy puts me off immediately.
    I detest companies that spin out and THEN GRANT OPTIONS to dilute out share owners to “incentivize” directors.

  2. On December 7, 2016 at 2:41 pm,
    Excelsior says:

    Cory – Great having Craig on the show today.

    We’ve had quite a fun debate of Uranium companies & NexGen over at CEO today.

  3. On December 7, 2016 at 3:17 pm,
    CFS says:
  4. On December 9, 2016 at 10:40 am,
    Stephan B. Feibish says:

    The best news I’ve heard in years is the -stan backing off uranium production. Economics triumphing over politics.

  5. On December 9, 2016 at 10:52 am,
    Stephan B. Feibish says:

    When does thorium enter the picture? That was India’s plan all along. To eventually use thorium. Years back I heard it would take a decade for thorium. Well that time is approaching. Could thorium derail the uranium miners?