Anders

Both $AEC and $WUC are very cheap near-term US #uranium producers. AEC with a mill, WUC already delivering ore to $UUUU. Government loans coming up for refurbishing the AEC mill and build a new one for WUC? Both are also strong takeover candidates, $UEC already owns >30% of the…

This new presentation is just great, both about Myriad $M.CN and the overall #uranium market, especially the US. youtube.com/watch?v=TYrICS… According to an analyst, Myriad is " the call option" in the US uranium business, and the CEO himself thinks this has one of the best leverages…

Not really sure about any of the potential additions to the $URA #uranium ETF. $DMX, $SASK and $AEC are all possible, but they all have the same problem, they may not be considered pure-plays, and for the non pure-play category there is a limited number of components in the…

The $URA #uranium ETF rebalancing is approaching, and it's time for frontrunning. The clearest candidate for inclusion appears to be Anfield Energy $AEC. $SASK and $DMX are also possible, though it's unclear whether they qualify as "pure plays." Anfield seems to meet all the…

Here is the explanation to the action the last minutes in some #uranium companies yesterday: This was not because "someone knows something". This is what happened, as every year at this time: $URA had it's selection date July 17, sent information to their market makers about the…

Very interesting... #uranium $GLO

Will #SPUT announce a new bought deal tomorrow before the opening? Wouldn't that be a nice start of the #uranium week? I wouldn't be surprised if they have investors lined up that were not able to participate last time around. There have been quite a few pounds available at the…

$WUC up 45% since the bottom less than two weeks ago. That is how fast things move in #uranium. Still extremely cheap with a mcap of $45M for a company with a mine already delivering ore to $UUUU. First revenue from ore sales probably in August.

So, what do I mean when I say the perfect #uranium storm is coming? I mean you ain't seen nothing yet. Utilities still haven't started contracting at replacement rates and the big speculative capital still has not entered the sector. You saw what happened to #nuclear SMR…

Because they know what is coming this autumn. The perfect #uranium storm. You´d better take shelter.

#Uranium Let's see if #SPUT does something interesting on Monday, like activating the ATM or - even better - another bought deal, perhaps this time for $400M.

Very interesting interview with Thomas Lamb, CEO of Myriad #Uranium $M.CN. The best jurisdiction in the US, huge project with a historic mine plan including 6 deposits where enough drilling had been done (but there is another known deposit as well as several other prospects). Now…

#uranium There is good reason Stephen is waiting for the DFC. Stephen thinks ahead. $GLO is expected to be in production in less than a year. DFC financing is much better than a JV deal. If they can keep 80% of the project, the economics will be so much better. GLO will be a…