Nuclear, ESG and uranium ETFs: A once-in-a-decade opportunity

The speakers were John Ciampaglia, CEO and senior managing director at Sprott Asset Management and Tom Bailey, head of research at HANetf The impact of rising demand for nuclear on supply, its key role in the transition to net zero and how to capture the opportunity through an ETF were all topics covered in ETF Stream’s webinar with HANetf .

The discussion, titled Nuclear, ESG and uranium ETFs: A once-in-a-decade opportunity , started by assessing how the narrative around nuclear energy has shifted over the past 12 months following several landmark geopolitical events.

John Ciampaglia, CEO and senior managing director at Sprott Asset Management, said the United Nations COP26 climate summit in Glasgow last year was the catalyst for change , becoming the point in which governments recognised the role it could play in the climate transition to net zero.

“The science and the facts behind nuclear energy are winning the day […]

Appia Rare Earths & Uranium Announces Non-Brokered Private Placement Financing and First Closing

FT Shares ") at $0.50 per FT Share or up to 10,000,000 working capital units (the " WC Units ") at $0.43 per WC Unit or a combination thereof to a maximum of up to 10,000,000 common shares and up to 10,000,000 WC Warrants (as defined below) (the " Offering "). The Company will be closing in the first tranche of the Offering with the issuance of 5,000,000 FT Shares for gross proceeds of $2.5 million. The Offering will remain open until the earlier of the sale of the remaining securities and December 22, 2022.

Each WC Unit is priced at $0.43 and consists of one (1) common share of the Company (" Common Share ") and one Common Share purchase warrant (a " Warrant "). Each Warrant entitles the holder to acquire one (1) Common Share (each, a " Warrant Share ") at an exercise price equal to $0.65 […]

Forum Energy Metals: Drill Mobilization Underway at Wollaston Uranium Project, Athabasca Basin, Saskatchewan

( OTCQB: FDCFF ) ("Forum" or "the Company") is pleased to announce that the Company is mobilizing a drill and crew to commence drilling on its 100% owned Wollaston uranium project by the end of the month. Drilling last winter on the project was successful in identifying the Gizmo zone with uranium grades up to 0.21% U3O8 intersected in one of four holes drilled on the target exhibiting strong alteration and geochemical values. Permits are in place and approximately 3,000m of drilling in 12 holes are planned on various targets that were developed by the recent airborne magnetic and electromagnetic (EM) survey flown over the project in August. The Wollaston project is well located 10km south of Cameco’s Rabbit Lake Uranium Mill and 30km south of Orano/Denison’s McClean Lake Uranium Mill in the northeastern Athabasca Basin (Figure 1). Figure 1: Location Map of the Wollaston Project. Targets on the […]

UK opts for French nuclear in energy independence quest

British government commits £700m in first state-backed reactor in 30 years

Powering ahead: Sizewell C (pictured) was proposed in 2008 and has stalled since, following opposition to its cost and Chinese involvement. Image via EDF The British government has breathed new life into the country’s nuclear energy programme as energy independence becomes a key pillar of its growth strategy.

“In the long-term, we have only one way to stop ourselves from being at the mercy of international gas prices: energy independence combined with energy efficiency,” the chancellor of the exchequer, Jeremy Hunt, said at the House of Commons in his Autumn Statement on November 17.

Mr Hunt then called for a major acceleration of homegrown technologies, such as offshore wind, carbon capture storage and, “above all, nuclear”.“The government will proceed with a new nuclear plant at Sizewell C,” Mr Hunt said, referring to the nuclear power station in Suffolk, England. […]

Alta Mesa sale boosts uranium production plans

Energy Fuels Inc’s sale of the Alta Mesa in-situ leach (ISL) project in Texas to enCore Energy will enable both companies to move forward with their uranium production plans. Energy Fuels plans to use funds from the sale to advance its uranium and other projects, while enCore wants to resume Alta Mesa operations as soon as the transaction is complete. The processing plant at Alta Mesa (Image: Energy Fuels) Colorado-based Energy Fuels Inc has agreed to sell three wholly owned subsidiaries that together make up the Alta Mesa project to Texas-based enCore for a total USD120 million – USD60 million cash at closing and USD60 million in a secured convertible note, payable in two years. enCore will also assume all reclamation liabilities associated with Alta Mesa. EnergyFuels acquired the project from Mesteña Uranium in 2016 for about USD13.6 million.

The fully licensed and constructed ISL project and central processing facility […]

Kitchen Pickin’: Dynamic duo hits estate sale

It was a pretty crazy weekend, as Jeff hit it big on Thursday, Friday and even Friday evening before a big Saturday.

EAST TEXAS (KLTV/KTRE) – It was a pretty crazy weekend, as Jeff hit it big on Thursday, Friday and even Friday evening before a big Saturday. But this time Mama Steph tagged along for an estate sale.

Tupperware cheese grater This Tupperware cheese grater can snap on a container to catch the grated cheese.(KLTV) Jeff: This came from the estate sale Steph and I attended together Friday night. I was taking a break at work and looking up what sales were coming on Saturday and saw an estate sale was starting at 6 p.m. I’d never been to an evening sale and my break turned into a lunch hour. I invited Steph to come along and she was an eager participant. As soon as we walked in, we […]

Uranium Royalty Corp. (NASDAQ:UROY) trade information

During the last session, Uranium Royalty Corp. (NASDAQ:UROY)’s traded shares were 0.37 million. At the end of the trading day, the stock’s price was $2.66, reflecting an intraday loss of -1.12% or -$0.03. The 52-week high for the UROY share is $5.31, that puts it down -99.62 from that peak though still a striking 21.05% gain since the share price plummeted to a 52-week low of $2.10. The company’s market capitalization is $258.90M, and the average intraday trading volume over the past 10 days was 1.39 million shares, and the average trade volume was 634.29K shares over the past three months.

Uranium Royalty Corp. (UROY) registered a -1.12% downside in the last session and has traded in the red over the past 5 sessions. The stock plummet -1.12% in intraday trading to $2.66 this Friday, 11/18/22, hitting a weekly high. The stock’s 5-day price performance is -1.85%, and it has […]

Uranium Royalty (UROY) Acquires US Uranium Royalty Portfolio from Anfield Energy

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Uranium Royalty Corp. (NASDAQ: UROY ) is pleased to announce that its wholly-owned subsidiary has entered into an agreement with Anfield Energy Inc. (" Anfield ") to acquire a portfolio of royalties on U.S. projects, comprised of: U.S. Conventional Mining Royalty Portfolio: a 2% gross value royalty on portions of the San Rafael Project, located in Utah, USA and operated by Western Uranium & Vanadium Corp. ("Western") ;

a 2 – 4% sliding scale gross value royalty on portions of the Whirlwind Project, located in Colorado and Utah, USA and operated by Energy Fuels Inc. (" Energy Fuels "); and

a 1% gross value royalty (applicable to uranium and vanadium sales) on portions of the Energy Queen project, located in Utah, USA and operated by Energy […]

ALX Resources Corp. Closes Second Tranche of Private Placement

NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR RELEASE, PUBLICATION, DISTRIBUTION OR DISSEMINATION DIRECTLY, OR INDIRECTLY, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES.

ALX Resources Corp. ( TSXV: AL ) (FSE: 6LLN) (OTC: ALXEF) ("ALX" or the "Company") is pleased to announce the closing today of the second tranche of its previously announced non-brokered private placement (see ALX news release dated October 24, 2022) consisting of 6,125,000 non flow-through units (the "NFT Units") of the Company for gross proceeds of $245,000 (the "Second Tranche").

The NFT Units were sold at a price of $0.04 per NFT Unit consisting of one common share and one-half of one common share purchase warrant. One whole common share purchase warrant from the NFT Units entitles the holder to purchase one common share of the Company at a price of $0.075 for a period expiring 36 months following closing of […]

US Critical Metals Signs Definitive Agreement to Acquire 70% Interest in the Polymetallic Long Canyon Uranium and Vanadium Project in Idaho

Vancouver, British Columbia–(Newsfile Corp. – November 17, 2022) – US Critical Metals Corp. (TSXV: USCM) (OTCQB: USCMF) (FSE: 0IU0) (" USCM ") and Idaho Silver Corp. (" Idaho Silver "), a private company existing under the laws of British Columbia (collectively, the " Parties ") are pleased to announce the Parties have entered into a share purchase agreement dated November 16, 2022 (the " Agreement ") whereby USCM will acquire 70% of the issued and outstanding common shares of 1212242 B.C. Ltd. (" B.C. Ltd. "), a private company existing under the laws of British Columbia, with the remaining 30% being held by Idaho Silver (the " Transaction ").

Upon closing of the Transaction, B.C. Ltd. will be the sole owner and shareholder of Long Canyon Resources Inc. (" Long Canyon Resources "), an Idaho corporation, which will be the holder of the Long Canyon Uranium and Vanadium Project (" […]

Top Reasons To Get Bullish On Uranium Heading Into The New Year

( MENAFN – Baystreet.ca) Top Reasons to Get Bullish on Uranium Heading into the New Year

Uranium prices could race to higher highs. For one, there’s a good deal of global demand, with about 55 new reactors being constructed in 15 countries, including China, India, and Russia, according to World-Nuclear.org.“About 90 power reactors with a total gross capacity of about 90,000 MWe are on order or planned, and over 300 more are proposed. Most reactors currently planned are in Asia, with fast-growing economies and rapidly-rising electricity demand.” All of which could be beneficial for uranium companies, such as Anfield Energy Inc. (TSXV: AEC) (OTCQB: ANLDF), Uranium Energy Corp. (NYSE: UEC), Energy Fuels Inc. (NYSE: UUUU) (TSX: EFR), Cameco Corp. (NYSE: CCJ) (TSX: CCO), and Denison Mines Corp. (NYSE: DNN) (TSX: DML). In addition, global leaders are attempting to cut back on harmful emissions, which could increase dependency on uranium. In […]

Energy Fuels says “Show me the money!”

One of the more famous movie quotes of all time comes from the movie “ Jerry McGuire ” (played by Tom Cruise). The scene has athlete Rod Tidwell (Cuba Gooding, Jr.) not being thrilled with Jerry’s performance as his agent, and he wants Jerry to convince him to stay on as a client. He has a simple way for Jerry to convince him to stay: “Show me the money!” Without getting further into the details, it’s a pretty funny scene if you haven’t watched it . However, it culminates with Jerry yelling “Show me the money!” and he manages to retain his client. After all, it’s all about the money.

Where am I going with this? It may be a bit of a reach, but to me, the two most recent press releases from Energy Fuels Inc. (NYSE American: UUUU | TSX: EFR) are screaming “Show me the money”. As […]

USCM Signs Definitive Agreement to Acquire 70% Interest in the Polymetallic Long Canyon Uranium and Vanadium Project in Idaho

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Vancouver, British Columbia–(Newsfile Corp. – November 17, 2022) – US Critical Metals Corp. (TSXV: USCM) (OTCQB: USCMF ) (FSE: 0IU0) (" USCM ") and Idaho Silver Corp. (" Idaho Silver "), a private company existing under the laws of British Columbia (collectively, the " Parties ") are pleased to announce the Parties have entered into a share purchase agreement dated November 16, 2022 (the " Agreement ") whereby USCM will acquire 70% of the issued and outstanding common shares of 1212242 B.C. Ltd. (" B.C. Ltd. "), a private company existing under the laws of British Columbia, with the remaining 30% being held by Idaho Silver (the " Transaction ").

Upon closing of the Transaction, B.C. Ltd. will be the sole owner and shareholder of Long Canyon Resources Inc. (" Long Canyon Resources "), an […]

Madison Metals acquires more land for uranium

. Lazarus Amukeshe and Regina Murphy

CANADIAN mining company Madison Metals has bought more land in the Erongo region for its uranium mining activities.

The upstream mining and exploration company on Monday announced it had agreed to acquire 90% of the mining licence 86A and exclusive prospecting licence 8905.

A Ministry of Mines and Energy list of mining licences and exclusive prospecting licences shows that mining licence 86A was owned 100% by Khan Mining Ltd, while the exclusive prospecting licence 8905 belonged to Hasine Investment CC.Mining licence 86A measures 142ha, and exclusive prospecting licence 8905 measures 64ha.The list of applications for exclusive prospecting licences released on 12 July shows that 8 905 was still at the application stage.Madison Metals already owns exclusive prospecting licence 7011 and has an agreement to acquire a 24% direct interest in mining licence 121.The latest land acquisition comes after the company’s announcement on 19 […]

Cosa Resources Begins Airborne Geophysical Survey at Charcoal and Castor Uranium Projects

Keith Bodnarchuk, President & CEO, commented: “The start of our exploration program on the recently acquired Charcoal and Castor uranium projects is an exciting development for Cosa. The timing of the airborne geophysical survey is important because it will set the Company up for more advanced exploration in 2023. We look forward to advancing our current uranium assets and continuing to explore value accretive opportunities for our team and project portfolio.”

The Survey

Geotech Airborne Geophysical Surveys (Geotech Ltd.) has been contracted to fly a 1,540 line-km of Versatile Time-Domain Electromagnetic (VTEM™ Plus) and Horizontal Magnetic Gradiometer survey over the Castor and Charcoal projects. The VTEM™ Plus system will be flown over the project lands with flight lines spaced at 150m apart, providing high-resolution imaging of potential mineralizing systems associated with basement-hosted uranium deposits. The survey is now underway and will help to characterize the geology of the projects by locating […]

Global Atomic Corporation: Dasa Likely To Bring Long-Term Upside

Written by Summary

The Canadian uranium junior is bringing the prolific Dasa play online.

At a time when questions regarding energy diversification could not be stronger.

Nuclear likely to play an enduring role in future power generation given its green credentials and reliability. Dasa’s project financials make for a compelling investment. CUTWORLD/iStock via Getty Images Macro Backdrop There is perhaps not a more compelling time to look at alternative energy. Conflict in Ukraine, market jitters, and a wholesale spike in commodity prices have upended global energy supply chains.Natural gas, crude oil, even coal prices have gone haywire as the world wrestles with a supply crunch, inflationary pressures, and societal changes in attitudes towards the energy mix.Energy supermajors have been demonized by empowered social movements to make energy more sustainable. Now taboo by money managers brandishing the ESG banner, old energy players have tightened purse strings, preferring to send […]

Virginia uranium deposit to be sold to Canadian firm

Temperatures over the next week will be more typical of January. A Canadian mining venture, taking heart from Gov. Glenn Youngkin’s emphasis on nuclear power in his state energy plan , is buying a big uranium ore deposit in Pittsylvania County despite Virginia’s 40-year moratorium on mining the radioactive metal.

Toronto-based Consolidated Uranium Inc. will swap some of its shares for stock in Virginia Energy Resources Inc., in a deal that translates to more than 40% boost over the Virginia company’s recent share price.

The deal, valued at about $32 million, gives Consolidated ownership of the 3,000 acre Coles Hill uranium prospect, where surveys dating back to the 1980s discovered a deposit now believed to amount to nearly 133 million pounds of yellowcake uranium ore.

But since 1982, the General Assembly has blocked mining, concerned about how to mine radioactive ore and dispose of mining wastes safely as well as possible impact […]

Amati Strategic Metals says uranium outlook has turned very favourable

Uranium is on the move.

So says Georges Lequime, manager of the TB Amati Strategic Metals Fund .

Recent strength has been due, says Lequime, to “accelerated decarbonisation initiatives and the emergence of financial players in the uranium spot market.”

In consequence over the past three years spot uranium has risen by 120% over the past three years, with what he calls ‘term’ prices up by 60%.It’s no coincidence that the price rise also follows years of underinvestment in the primary supply of uranium.“A supply deficit is forecast to continue for a few years, which is being exploited by financial players trying to soak up as much supply on the spot market, in an attempt to establish a more realistic incentive price for new supply coming onto the market,” says Lequime.“In addition, the West is facing a real threat of a bifurcated world, where the continued source of cheap uranium is no […]

Amati Strategic Metals says uranium outlook has turned very favourable

Uranium is on the move.

So says Georges Lequime, manager of the TB Amati Strategic Metals Fund .

Recent strength has been due, says Lequime, to “accelerated decarbonisation initiatives and the emergence of financial players in the uranium spot market.”

In consequence over the past three years spot uranium has risen by 120% over the past three years, with what he calls ‘term’ prices up by 60%.It’s no coincidence that the price rise also follows years of underinvestment in the primary supply of uranium.“A supply deficit is forecast to continue for a few years, which is being exploited by financial players trying to soak up as much supply on the spot market, in an attempt to establish a more realistic incentive price for new supply coming onto the market,” says Lequime.“In addition, the West is facing a real threat of a bifurcated world, where the continued source of cheap uranium is no […]

IsoEnergy Announces $15.3 Million Financing

NOT FOR DISSEMINATION IN THE US OR THROUGH US NEWSWIRE SERVICES

IsoEnergy Ltd. (TSX-V: ISO) (OTCQX: ISENF) (" IsoEnergy " or the " Company ") is pleased to announce that it has reached agreements for a $15.3 million funding package, consisting of a $5 million non-brokered private placement of common shares, a concurrent private placement of $5.3 million in convertible debentures, and a $5 million "bought deal" private placement of charitable "flow-through" shares.

The Company will be undertaking a C$5 million non-brokered private placement (the " Private Placement "), pursuant to which approximately 1,500,000 common shares will be issued at a price of C$3.33 per share (the " Private Placement Price ") to NexGen Energy Ltd. (" NexGen ") (TSX: NXE).

The Company has also entered into a binding term sheet with Queen’s Road Capital Investment Ltd. (" QRC ") for a US$4 million (approximately C$5.3 million) private placement (the " […]

ESG Focus: ASX300, Eye On Energy Revenue

This story features WOODSIDE ENERGY GROUP LIMITED, and other companies. For more info SHARE ANALYSIS: WDS

FNArena’s dedicated ESG Focus news section zooms in on matters Environmental, Social & Governance (ESG) that are increasingly guiding investors preferences and decisions globally. For more news updates, past and future:
https://www.fnarena.com/index.php/financial-news/daily-financial-news/category/esg-focus/

ESG Focus: ASX300, Eye On Energy Revenue (1)
The Ukraine invasion fired a focus on the energy revenue opportunity in the June half, and we examine ESG developments affecting gas and nuclear energy demand for this year and the next decade. -Gas and nuclear benefit from Ukraine invasion -Gas clear-cut, nuclear a bit more complicated -Globally governments jump on board -Litigation threats for gas and nuclear grows -Appetite strong for green nuclear-energy bonds It was all about energy in the ASX300 August reporting season.The Ukraine invasion and lockdowns conspired to generate energy and supply chain inflation, leaving consumers […]

Drill Mobilization Underway at Forum’s Wollaston Uranium Project, Athabasca Basin, Saskatchewan

Forum Energy Metals Corp. ( TSXV: FMC ) (OTCQB: FDCFF) ("Forum" or "the Company") is pleased to announce that the Company is mobilizing a drill and crew to commence drilling on its 100% owned Wollaston uranium project by the end of the month. Drilling last winter on the project was successful in identifying the Gizmo zone with uranium grades up to 0.21% U3O8 intersected in one of four holes drilled on the target exhibiting strong alteration and geochemical values. Permits are in place and approximately 3,000m of drilling in 12 holes are planned on various targets that were developed by the recent airborne magnetic and electromagnetic (EM) survey flown over the project in August. The Wollaston project is well located 10km south of Cameco’s Rabbit Lake Uranium Mill and 30km south of OranoDenison’s McClean Lake Uranium Mill in the northeastern Athabasca Basin (Figure 1). Figure 1: Location Map of […]

Consolidated Uranium Announces Acquisition of Virginia Energy Resources, Securing the Largest Undeveloped Uranium Deposit in the U.S.

Consolidated Uranium Inc. Figure 1 Coles Hill Property Location Figure 2 Long Section of the Coles Hill Uranium Deposit 3 TORONTO, Nov. 15, 2022 (GLOBE NEWSWIRE) — Consolidated Uranium Inc. (“CUR”, “Consolidated Uranium”) (TSXV: CUR) (OTCQB: CURUF) and Virginia Energy Resources Inc. (TSXV: VUI) (“Virginia Energy”) are pleased to announce that they have entered into a definitive agreement (the “ Arrangement Agreement ”) pursuant to which Consolidated Uranium will acquire all of the issued and outstanding common shares of Virginia Energy (the “ Virginia Energy Shares ”) by way of a court-approved plan of arrangement (the “ Transaction ”). Virginia Energy owns 100% of the Coles Hill Uranium Project (“ Coles Hill ” or the “ Project ”) located in south central Virginia, United States, which is the largest undeveloped uranium deposit in the U.S. and among the largest projects by total uranium resources in the world. The Project […]

Cosa Resources Begins Airborne Geophysical Survey at Charcoal and Castor Uranium Projects

(TheNewswire)

Vancouver, British Columbia TheNewswire – November 15, 2022 Cosa Resources Corp. ( CSE: COSA ) (" Cosa Resources " or the "Company") is pleased to announce the start of an airborne geophysical survey on the Charcoal and Castor uranium projects. Both projects are 100% owned by the Company and located in the prolific Athabasca Basin in Northern Saskatchewan.

Keith Bodnarchuk, President & CEO, commented: "The start of our exploration program on the recently acquired Charcoal and Castor uranium projects is an exciting development for Cosa. The timing of the airborne geophysical survey is important because it will set the Company up for more advanced exploration in 2023. We look forward to advancing our current uranium assets and continuing to explore value accretive opportunities for our team and project portfolio."

The SurveyGeotech Airborne Geophysical Surveys (Geotech Ltd.) has been contracted to fly a 1,540 line-km of Versatile Time-Domain Electromagnetic (VTEM™ Plus) and […]

Cameco: Changing Direction, Complicating The Bull Case

Summary

Cameco is in the process of acquiring Westinghouse. This moves Cameco away from a large uranium pure-play company.

Cameco is diluting shareholders and taking on debt as it moves to become a fully integrated uranium company.

Yet, I remain hopeful that the bull case is intact. Looking for more investing ideas like this one? Get them exclusively at Deep Value Returns. Learn More » Liens Investment Thesis Cameco (NYSE: CCJ ) dilutes its shareholders and takes on debt. That’s the bad news. Bad news at a time, when investors believe that the uranium market is about to improve.Even as the uranium market is perceived to be on the cusp of fundamentally improving, Cameco is still unprofitable, so unless investors fully buy into the uranium thesis, this stock simply looks expensive.That being said, I believe that Cameco has a significant amount of operating leverage. Thus, when the uranium […]