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.
Click download link to listen on this device: Download Show
Gold vs Palladium …………only $100 difference………
Reminds me of Golden hair Trump, vs. pale skin Pelois…….
Bad hair day…… 🙂
long MDGL
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
For those inexplicably waiting for Uranium stocks to bottom….
….. (2016/2017 called and it wants it’s bottom back) 😉
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
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”
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).”
(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
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.
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!
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. ”
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).”
John Hathaway tells us about a possible M&A wave coming for the #gold sector in the next few years.
Palisade Radio – Nov 8, 2018
https://mobile.twitter.com/PalisadeRadio/status/1060449696114753536
REALIST NEWS – BREAKING BREAKING – ACTING A.G. WHITAKER TO GO AFTER THE CRIMINAL DEEP STATE PLAYERS
On November 7, 2018 at 3:01 pm,
OOTB Jerry says:
Jeff Sessions replacement is no push over…….JMO
One look at the guy, and you can tell , he means business……….JMO
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.