IsoEnergy Webinar Replay
Here is the replay of the IsoEnergy webinar recorded on Wednesday April 28th. Craig Parry, IsoEnergy President and CEO joins me to discuss the recent Urnaium discovery that the Company continues to expand as well as the overall Uranium market.
If you have any follow up questions for Craig please email me at Fleck@kereport.com.
Upcoming Webinar – May 8th @ 12pm PDT (3pm EDT) – TriStar Gold. The Company owns 100% of the Castelo de Sonhos gold project, located in Pará state, Brazil. The Company has recently completed a US $8 million finance with Royal Gold Inc. with proceeds used to advance the project to completion of a feasibility study in 2020. Click here to sign up for free and have first access to the live recording.
Energy Fuels (UUUU) (EFR) – I Believe in New Beginnings
by @CRUXinvestor on 29 Apr 2020 #VIDEO interview
Interview with Mark Chalmers, President & CEO of Energy Fuels (NYSE: UUUU).
“Off the back of the promising NFWG report, Chalmers was keen to talk about what this could mean for US uranium producers and Energy Fuels. The report talks about restoring America’s competitive nuclear energy advantage.”
“What is Chalmers’ take on the report? Energy Fuels was one of the two American uranium CEOs (Ur-Energy was the other company) to petition under section 232 petition, he must be feeling quite pleased of himself. They managed to get a Nuclear Policy document out of the US Govt Department of Energy.”
“Chalmers states it not very often that a sector can be this impacted by something like a report from the US government, but uranium is a unique case. Was the document what Chalmers was expecting? He thinks it’s the boldest position the US government has taken on the nuclear fuel cycle in decades. Many uranium retail investors have been concerned at the lack of detail in the document, but Chalmers is clear: this is a policy document. There are still things that need to be filled in, but the language and narrative that is being created appear to be strong: American uranium mining and operations must be supported.”
https://ceo.ca/@cruxinvestor/energy-fuels-nyse-uuuu-i-believe-in-new-beginnings
Ur-Energy (URE) (URG) – To know it’s not a surprise
by @CRUXinvestor on 24 Apr 2020 #VIDEO interview
Interview with Jeff Klenda, President & CEO of Ur-Energy
“Klenda gives us his take on the US Dept of Energy’s announcement yesterday. The release of the document Resolving America’s Competitive Nuclear Energy Advantage.”
1:56 – US Nuclear Working Group Announcement: interpretation and Market’s Reaction
5:36 – Important Report Yet Little Specifics: What This Means for Uranium Miners
10:46 – Devil’s in the Detail: Ur-Energy’s Future Involvement
12:38 – Concerns of Geopolitical Security: Agreements with Russia
17:26 – Spot Price: How Will the Announcement Affect it?
22:46 – Next Piece of News: When and What Should be Expected
Dustin Garrow – Uranium Investors, term-contracts explained
by @CRUXinvestor on 29 Apr 2020 #VIDEO interview
Conversation with Dustin Garrow, Managing Principle of Nuclear Fuel Associates
“With a possible uranium renaissance finally on the cards, uranium investors will be clambering for all the content they can get their hands on. Well, this isn’t one they can afford to miss.”
“It’s been an extremely eventful few weeks for uranium. We had Cameco suspending its Cigar Lake uranium operation, Kazatomprom announcing impaired uranium production figures, and then the NFWG report. The report was tonally definitive: it’s time to restore America’s competitive nuclear advantage. However, there was a deficiency when it came to the specifics, particularly subsidisation figures and timescales, but it was just a policy document after all.”
“We were keen to gain some insight into the uranium space: Garrow was the man to ask. He’s a uranium market commentator and sits on a number of boards for uranium junior mining companies.”
Brandon Munro – Restoring America’s Competitive Nuclear Energy Advantage
by @CRUXinvestor on 1 May 2020
“Thursday saw the long awaited announcement by the US Govt’s Dept of Energy Nuclear Fuel Working Group. They made a recommendation about how America can restore itself to former glory by investing in the entire Nuclear Fuel chain.”
“The report was initially received negatively by retail investors as they were expecting it to detail how much money was being allocated and to whom. It didn’t. It read more like a Policy Document, which in itself is an impressive feat. The Nuclear Fuel Industry is far reaching and complex. But as days have passed and many commentators have given their verdict the mood seem positive and refocusing on the economic drivers. ”
https://ceo.ca/@cruxinvestor/brandon-munro-restoring-americas-competitive-nuclear-energy-advantage