Sean Brodrick – Wed 7 Nov, 2018

Gold and Uranium Opportunities and Drivers

Sean Brodrick kicks off today with a recap of his presentation at the New Orleans Investment Conference and the companies that caught his eye. We discuss the gold sector first but his presentation focused on uranium. The limited number of investment vehicles in the uranium space are a great hint of just how beat up the sector has gotten.

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Featuring:
Sean BrodrickCory Fleck
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Comments:
  1. On November 7, 2018 at 7:25 am,
    Ebolan says:

    Here come the socialists…you boys ready? Looks like you’re gonna see this socialists mug in the District of Criminals for a long time to come…won in a landslide…Any Blowsi is going to be Speaker again! Dang, that b*tch never goes away.

    https://www.cnn.com/2018/11/06/politics/ocasio-cortez-youngest-woman-ever/index.html

    Mark my words…if the economy falls apart under Trump in the next election the Sheeple are going to demand socialism and they’re going to get it good and hard. We are on a Highway to Hell.

  2. On November 7, 2018 at 8:33 am,
    OOTB Jerry says:

    Gold vs Palladium …………only $100 difference………

  3. On November 7, 2018 at 10:35 am,
    Tom says:

    long MDGL

  4. On November 7, 2018 at 2:29 pm,
    Excelsior says:

    Very nice pop in most #Uranium stocks the last week or two of trading.

    Uranium spot was at $29 today, up respectably from it’s double bottom lows from late 2016 and then again in late 2017 at the $17-$18 level.

    As the spot price approaches $30 more eyeballs are watching, and more money is coming in off the sidelines to get positioned in a sector that has improving underlying fundamentals. I believe once U prices get in the $30’s that more attention will be paid to the sector and we may see further rallies in a sector that has been forgotten about for years.

    Candleglance Chart of some of the key companies in the Uranium mining sector:

    $URA $CCJ $UUUU $URG $UEC $DNN $NXE $AEC $UEX $GXU $SYH $WUC

    https://stockcharts.com/freecharts/candleglance.html?URA,CCJ,UUUU,URG,UEC,DNN,NXE,AEC.V,UEX.TO,GXU.V,SYH.V,WUC.CA|B|

    • On November 7, 2018 at 2:31 pm,
      Excelsior says:

      For those inexplicably waiting for Uranium stocks to bottom….
      ….. (2016/2017 called and it wants it’s bottom back) 😉

      • On November 7, 2018 at 5:21 pm,
        Excelsior says:

        List of Uranium Stocks (there are more than most folks realize, but only about a dozen I’d touch at this point)

        >> Uranium Stocks

        A-CAP RESOURCES
        ALIGATOR ENERGY LTD
        ALX URANIUM CORP
        ANFIELD RESOURCES INC
        APPIA ENERGY CORP
        ATOM ENERGY INC
        AURA ENERGY LTD
        AZARGA URANIUM CORP
        AZINCOURT URANIUM INC
        BANNERMAN RESOURCES LTD
        BAYSWATER URANIUM CORPORATION
        BELMONT RESOURCES
        BERKELEY ENERGY LTD
        BLUE SKY URANIUM CORPORATION
        BOSS RESOURCES LTD
        CAMECO CORPORATION
        CANALASKA URANIUM LTD
        CANEX ENERGY CORP
        CENTRUS ENERGY CORP
        CLEAN COMMODITIES CORP
        DEEP YELLOW LTD
        DENISON MINES CORPORATION
        ECLIPSE METALS LTD
        ENERGY FUELS INC
        ENERGY RESOURCES OF AUSTRALIA LTD
        ENCORE ENERGY CORP
        EROS RESOURCES CORPORATION
        FISSION 3.0 CORP
        FISSION URANIUM CORPORATION
        FORSYS METALS CORPORATION
        FORUM URANIUM CORPORATION
        GEIGER COUNTER LTD
        GLOBAL ATOMIC CORP
        GLOBAL X URANIUM ETF
        GREENLAND MINERALS
        GOVIEX URANIUM INC
        ISOENERGY LTD
        KHAN RESOURCES INC
        KIVALLIQ ENERGY CORPORATION
        LARAMIDE RESOURCES LTD
        LIGHTBRIDGE CORP
        MARENCIA ENERGY LTD
        MAWSON RESOURCES LTD
        MEGA URANIUM LTD
        MESA EXPLORATION COR
        MKANGO RESOURCES LTD
        NEXGEN ENERGY LTD
        NORTHERN URANIUM CORP
        NX URANIUM INC
        ORANO
        PACIFIC BAY MINERALS LTD
        PALADIN ENERGY LTD
        PENINSULA ENERGY LTD
        PLATEAU URANIUM INC
        POWER METALS CORP
        PUREPOINT URANIUM GROUP INC
        ROUGHRIDER EXPLORATION LTD
        SENATOR MINERALS INC
        SKYHARBOUR RESOURCES LTD
        STRATECO RESOURCES INC
        SUMMIT RESOURCES LTD
        THUNDERLARRA LTD
        TORO ENERGY LIMITED
        U308 CORP
        UEX CORPORATION
        URANIUM ENERGY CORPORATION
        URANIUM PARTICIPATION CORPORATION
        URAVAN MINERALS INC
        UR-ENERGY INC
        VALORE METALS
        VANECK VECTORS URANIUM & NUCLEAR ENERGY
        VIMY RESOURCES LTD
        WESTERN URANIUM & VANADIUM CORP
        WESTWATER RESOURCES INC

        • On November 7, 2018 at 9:38 pm,
          Excelsior says:

          Should Investors Still Be Watching Uranium Stocks In 2018?

          Cambridge House International Inc. – Nov 5, 2018 #VIDEO

          “Watch as Nick Hodge (Outsider Club) discusses the future of the uranium market with Skyharbour Resources Ltd. (TSXV: SYH), Western Uranium & Vanadium Corp. (CNSX: WUC) and IsoEnergy Ltd. (TSXV: ISO”

          https://www.youtube.com/watch?v=BOkb7_-FyV8

          • On November 7, 2018 at 9:41 pm,
            Excelsior says:

            Is Nuclear Power Clean Energy? – Uranium In America

            Cambridge House International Inc. – Nov 7, 2018 #VIDEO

            “Watch as Marin Katusa, founder of Katusa Research, discusses with Mark Chalmers, President and CEO of Energy Fuels Inc. (TSX: EFR), and Amir Adnani, President and CEO of Uranium Energy Corp. (NYSE: UEC) and founder of GoldMining Inc. (TSX: GOLD).”

            https://www.youtube.com/watch?v=wHkJv9kpRcA

  5. On November 7, 2018 at 2:36 pm,
    Excelsior says:

    (SVM) Silvercorp Reports Q2 Net Income of $8.0 Million, $0.05 Per Share, and Cash Flow From Operations of $21.0 Million

    by @nasdaq on November 7, 2018

    Q2 FISCAL YEAR 2019 HIGHLIGHTS

    Sales of $48.1 million, up 1% compared to $47.5 million in the prior year quarter;
    Sold approximately 1.9 million ounces of silver, 1,000 ounces of gold, and 19.4 million pounds of lead, up by 17%, 25%, and 15%, respectively, compared to 1.6 million ounces of silver, 800 ounces of gold, 16.9 million pounds of lead in the prior year quarter while zinc sold was 4.9 million pounds, down 12% compared to 5.6 million pounds in the prior year quarter. The ending inventories of silver-lead concentrate were 3,732 tonnes (containing approximately 0.4 million ounces of silver and 4.3 million pounds of lead), a decrease of 34%, compared to 5,650 tonnes of silver-lead concentrate inventories as at June 30, 2018;

    Gross profit margin of 47% compared to 54% in the prior year quarter, with the decrease mainly due to lower metal prices;

    Net income attributable to equity shareholders of $8.0 million, or $0.05 per share, compared to net income attributable to equity shareholders of $11.1 million, or $0.07 per share in the prior year quarter;

    Cash flow from operations of $21.0 million, up 1% compared to $20.7 million in the prior year quarter;

    Cash cost per ounce of silver1, net of by-product credits, of negative $3.37, compared to negative $5.16 in the prior year quarter; All-in sustaining cost per ounce of silver1, net of by-product credits, of $2.54, compared to $2.26 in the prior year quarter;

    Paid $1.1 million withholding tax at 10% rate for dividend distributed out of China to the Company, compared to $nil in the prior year quarter; and,

    Ended the quarter with $123.9 million in cash and cash equivalents and short-term investments, an increase of $9.1 million or 8% compared to $114.8 million as at June 30, 2018.

    https://ceo.ca/@nasdaq/silvercorp-reports-q2-net-income-of-80-million-005

    • On November 7, 2018 at 5:23 pm,
      Excelsior says:

      SVM Silvercorp is one of the few Silver miners still profitable and growing at these low metals prices because their costs are so good, and their co credits from Zinc and Lead are quite substantial.

  6. On November 7, 2018 at 6:05 pm,
    Ozibatla says:

    Well the 200 week ma struck again for gold. Its now stuck under this resistance for the time being. Nothing to see in the physical price. Status quos in force!

  7. On November 7, 2018 at 9:49 pm,
    Excelsior says:

    Who Is The Top Stock Picker? Rick Rule vs Marin Katusa

    Cambridge House International Inc. – Nov 2, 2018 #VIDEO

    “Rick Rule (President and CEO of Sprott US Holdings Inc.) and Marin Katusa (Founder of Katusa Research) go head to head with their stock picks and provide invaluable insights on growing a successful portfolio based on their in-depth knowledge within the resource community. ”

    https://www.youtube.com/watch?v=oQhYhykG23Y

    • On November 7, 2018 at 9:52 pm,
      Excelsior says:

      Investing In The World’s Leading Silver Stocks – David Morgan

      Cambridge House International Inc. – Nov 2, 2018 #VIDEO

      “Watch as David Morgan (founder of The Morgan Report) gets exclusive insights straight from the CEOs of the top silver producing companies today. Featuring First Majestic Silver Corp. (TSE: FR), MAG Silver Corp (TSE: MAG), Hecla Mining Company (NYSE: HL) and SSR Mining Inc. (TSE: SSRM).”

      https://www.youtube.com/watch?v=zrWAN1Wvk7o

  8. On November 8, 2018 at 3:12 am,
    Markedtofuture says:

    REALIST NEWS – BREAKING BREAKING – ACTING A.G. WHITAKER TO GO AFTER THE CRIMINAL DEEP STATE PLAYERS

    https://www.youtube.com/watch?v=7yGQF28nsHk

    • On November 8, 2018 at 5:24 am,
      OOTB Jerry says:

      On November 7, 2018 at 3:01 pm,
      OOTB Jerry says:
      Jeff Sessions replacement is no push over…….JMO

      • On November 8, 2018 at 5:25 am,
        OOTB Jerry says:

        One look at the guy, and you can tell , he means business……….JMO