ValueTrend> Today’s article features two uranium stocks: Cameco Corporation (TSX: CCO) and Uranium Participation Corporation (TSX: U). Most of the time the two stocks follow each other but, when they diverge, it sets up a possible arbitrage opportunity.
eResearch> Keith Richards did not mention in his article that the U.S. Administration recently ruled that there will be no new trade restrictions on uranium imports into the United States. Removing this uncertainty is like lifting a dark cloud from the uranium industry which is already struggling with challenging global market conditions. The President also initiated a 90-day task force to analyze the state of U.S. nuclear fuel production and to have it make recommendations regarding enhancing domestic capabilities if necessary
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Bob Weir has over 50 years of investment research and analytical experience in both the equity and fixed-income sectors, and in the commercial real estate industry. He joined eResearch in 2004 and was its President, CEO, and Managing Director, Research Services until December 2018. Prior to joining eResearch, Bob was at Dominion Bond Rating Service (DBRS).
The mining investment landscape is shifting, and veteran investor Rick Rule sees opportunity. Speaking at PDAC, he emphasized that only a fraction of the 3,000 junior miners are worth investing in, urging investors to focus on management expertise, clear project objectives, and high-quality assets. He highlighted opportunities in Tier 1-bound deposits, high-quality producers like Agnico Eagle, and royalty and streaming companies. Rule also noted that single-asset producers are prime for consolidation as major mining companies seek growth. His core message: invest in quality teams, overlooked commodities, and projects with long-term potential despite prevailing market sentiment. [more]
Nouveau Monde Graphite (TSXV: NOU) secured a $4.25 million dollar technology commercialization grant from the Canadian government funded sustainable development technology program to build a graphite purification processing facility in Quebec, Canada [more]
