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 – Great having Craig on the show today.
We’ve had quite a fun debate of Uranium companies & NexGen over at CEO today.
Here is the (NXE) Nexgen Energy Room (which typically has 20-30 people in it at time, and it is one of the most followed stocks on CEO):
Here is the Energy Fuels room with more thoughts on the Uranium sector if you scroll back up the page and view all the old comments.
Here is the Cameco room for (CCO). Click on the Blue $CCJ if you want the other listing.
Trump Could Fuel A Nuclear Energy Boom In 2017
By James Stafford – Dec 06, 2016
The Stealth Uranium Rally
by Ceo Technician |
Same article different source:
The best news I’ve heard in years is the -stan backing off uranium production. Economics triumphing over politics.
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?
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.