Summary

We have over the last year seen several very positive developments in the nuclear and uranium industries.

Cameco is a relatively conservative option in the industry, which will likely do well once investment flows turn positive for the industry again.

There are however presently many other uranium stocks and companies in other industries that appear cheaper based on valuations. I do much more than just articles at Off The Beaten Path: Members get access to model portfolios, regular updates, a chat room, and more. Learn More » RHJ Investment Thesis Cameco (NYSE: CCJ ) is one of few western producers of uranium with sufficient size to attract institutional investors. I have covered the company several times in the past even if it has been more than a year since the last time. In this article, I will go over some recent developments in the industry, my thoughts […]

Click here to view original web page at seekingalpha.com

→ One Stock Doubles Your Money, During Crisis? (Ad) Sumitomo Mitsui Trust Holdings Inc. raised its stake in shares of Cameco Co. ( NYSE:CCJ – Get Rating ) (TSE:CCO) by 0.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 957,154 shares of the basic materials company’s stock after purchasing an additional 5,828 shares during the period. Sumitomo Mitsui Trust Holdings Inc. owned 0.24% of Cameco worth $27,920,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. AdvisorNet Financial Inc purchased a new stake in Cameco during the first quarter valued at approximately $29,000. Bank of New Hampshire bought a new position in shares of Cameco during the first quarter valued at […]

Click here to view original web page at www.defenseworld.net

Figure 1 – IsoEnergy Athabasca Projects (CNW Group/IsoEnergy Ltd.) Figure 2 – Larocque East Location Map (CNW Group/IsoEnergy Ltd.) Figure 3 – Larocque East Drilling Areas (CNW Group/IsoEnergy Ltd.) Figure 4 – Hurricane Winter 2022 Drilling Results (CNW Group/IsoEnergy Ltd.) Figure 5 – Hawk Survey Results (CNW Group/IsoEnergy Ltd.) Figure 6 – Ranger Survey Results (CNW Group/IsoEnergy Ltd.) Figure 7 – Geiger Drilling Areas (CNW Group/IsoEnergy Ltd.) Figure 8 – Trident Drilling Areas (CNW Group/IsoEnergy Ltd.) Chemical assays are summarized in Table 1 for the final two drill holes which intersected radioactivity >500 CPS during the winter of 2022. At the Hurricane zone, LE22-115A targeted the unconformity 75m west of LE21-101 and intersected 2.0m averaging 1.0% U 3 O 8 between 335.0m and 337.0m which includes a 0.5m subinterval averaging 3.3% U 3 O 8 from 335.5 to 336.0m. Approximately 3.8km to the east-northeast, LE22-116 intersected 0.5m averaging 0.4% […]

Click here to view original web page at www.newswire.ca

Each Unit consists of one common share of the Company (each a “ Unit Share ”) and one half of one common share purchase warrant (each whole warrant, a “ Warrant ”). Each FT Unit consists of one common share of the Company to be issued as a “flow-through share” within the meaning of the Income Tax Act (Canada) (each, a “ FT Share ”) and one half of one Warrant. Each whole Warrant shall entitle the holder to purchase one common share of the Company (each, a “ Warrant Share ”) at a price of C$0.17 at any time on or before that date which is 24 months after the issue date. The Unit Shares, FT Shares and Warrant Shares issued from the second tranche will have a hold period ending on November 15, 2022.

The net proceeds raised from the Offering will be used for the exploration of […]

Click here to view original web page at www.juniorminingnetwork.com

Okapi Resources has launched an aerial assault on its Canadian uranium ground. Credit: File Okapi Resources has launched a helicopter-supported review at its wholly owned Newnham Lake and Perch projects, part of its larger Athabasca Basin uranium tenements in Canada. The work is part of a maiden exploration program including prospecting, outcrop sampling and vegetation analysis to help identify favourable structural settings for uranium mineralisation.

Okapi’s campaign comes after a comprehensive analysis of satellite images and historical exploration data acquired across the two project areas generated a swarm of compelling targets calling for a second look.

It will initially cast its gaze towards a pair of underexplored priority areas in the north-eastern perimeter of Newnham Lake, in addition to an area further north at Perch. The company says the zones house exposed unconformity contacts in Archean-aged rocks that demonstrate alteration and oxidation characteristics coherent with potential uranium mineralisation.

Okapi has its foot […]

Click here to view original web page at thewest.com.au

Daniel Major, CEO, commented: "Once again the government of Niger has proven to be an excellent partner and willing to work with GoviEx. We welcome the deferment and look forward to further progress with the development of Madaouela. Our feasibility study is due in Q3 and it represents another step towards Madaouela becoming a producing asset."

Neither the TSX Venture Exchange nor the Investment Industry Regulatory Organization of Canada accepts responsibility for the adequacy or accuracy of this release.

About GoviEx Uranium Inc.

GoviEx is a mineral resource company focused on the exploration and development of uranium properties in Africa. GoviEx’s principal objective is to become a significant uranium producer through the continued exploration and development of its flagship mine-permitted Madaouela project in Niger, its mine-permitted Mutanga project in Zambia, and its multi-element Falea project in Mali. Contact Information Isabel Vilela Head of Investor Relations and Corporate […]

Click here to view original web page at www.juniorminingnetwork.com

Drilling also underway at JCUs Waterfound River Project

is pleased to announce the commencement of the 2022 summer exploration drilling program at its Christie Lake Project located in the Athabasca Basin of northern Saskatchewan (see Figure 1).

A summer drilling program also commenced on the Waterfound River Project, in which the Company’s 50% owned subsidiary JCU Canada Exploration Company, Limited (“JCU”) is a minority owner.

Christie Lake ProjectSummer exploration drilling is planned in three target areas at Christie Lake using two drill rigs. The summer program will consist of approximately 12 holes for an anticipated total of about 8,000 m of drilling (see Figure 2) following up on the encouraging results of the winter drilling program. Priority drilling will focus on testing for basement-hosted uranium near the Paul Bay, Ken Pen and Ōrora Deposits, down-dip of existing mineralized holes that are located in the gap areas between the three deposits along the […]

Click here to view original web page at www.juniorminingnetwork.com

Okapi Resources has launched a helicopter-supported review at its wholly owned Newnham Lake and Perch projects, part of its larger Athabasca Basin uranium tenements in Canada. The work is part of a maiden exploration program including prospecting, outcrop sampling and vegetation analysis to help identify favourable structural settings for uranium mineralisation. Okapi Resources has launched an aerial assault on its Canadian uranium ground. Credit: File Okapi Resources has launched a helicopter-supported review at its wholly owned Newnham Lake and Perch projects, part of its larger Athabasca Basin uranium tenements in Canada. The work is part of a maiden exploration program including prospecting, outcrop sampling and vegetation analysis to help identify favourable structural settings for uranium mineralisation.

Okapi’s campaign comes after a comprehensive analysis of satellite images and historical exploration data acquired across the two project areas generated a swarm of compelling targets calling for a second look.

It will initially cast […]

Click here to view original web page at www.businessnews.com.au

(TheNewswire)

Drilling also underway at JCUs Waterfound River Project

Saskatoon, Saskatchewan TheNewswire – July 14, 2022 UEX Corporation (TSX:UEX) ("UEX" or the "Company") is pleased to announce the commencement of the 2022 summer exploration drilling program at its Christie Lake Project located in the Athabasca Basin of northern Saskatchewan (see Figure 1).

A summer drilling program also commenced on the Waterfound River Project, in which the Company’s 50% owned subsidiary JCU Canada Exploration Company, Limited ("JCU") is a minority owner.Christie Lake ProjectSummer exploration drilling is planned in three target areas at Christie Lake using two drill rigs. The summer program will consist of approximately 12 holes for an anticipated total of about 8,000 m of drilling (see Figure 2) following up on the encouraging results of the winter drilling program. Priority drilling will focus on testing for basement-hosted uranium near the Paul Bay, Ken Pen and Ōrora Deposits, down-dip of existing mineralized […]

Click here to view original web page at investingnews.com

onlyASX Market Announcements ASX Limited

20 Bridge Street Sydney NSW 2000

BY ELECTRONIC LODGEMENT

useMonthly NTA Statement and Investment Update as at 30 June 2022In accordance with ASX Listing Rule 4.12, please find attached statement of TGF’s net tangible asset backing of its quoted securities as at 30 June 2022.For any enquiries please contact TGF at TGFinvestors@tribecaip.com.auor by calling +61 2 9640 2600.personalAuthorised for release by the Board of Tribeca Global Natural Resources Limited. Ken LiuCompany SecretaryTribeca Global Natural Resources LimitedFor Sydney Singapore Web: www.tribecaip.com/lic Level 23, 1 O’Connell Street Level 16, Singapore Land Tower Email: TGFinvestors@tribecaip.com Sydney NSW 2000 Australia 50 Raffles Place, Singapore 048623 ABN: 16 627 596 418 T +61 2 9640 2600 T +65 6320 7718 Monthly NTA StatementInvestment Update as at 30 June 2022onlyPerformance SummaryAfter recording seven consecutive quarters of positive performance which saw the Company’s NTA increase by 76.9%on a post-tax basis, the Company finished the […]

Click here to view original web page at www.marketscreener.com

Energy is the topic of the moment. Uranium is used to generate energy and platinum is used in fuel cells. Receive up-to-date information about the company directly via push notification

Now that uranium has been declared sustainable and uranium is back in the spotlight in the face of looming energy shortages, investors should not disregard this raw material. In the case of electric mobility with power supply, uranium is important as a feedstock for nuclear power plants. This is because worldwide electricity generation is likely to continue to be powered to a certain extent by nuclear energy for a long time to come. When it comes to climate change, nuclear energy scores highly, and the fact that it has regained its reputation can also be seen from the way the price of uranium has developed in recent times. Platinum is not important on the production side, but more in […]

Click here to view original web page at www.resource-capital.ch

PR Newswire

Acquisition Rationale and Highlights: Accretive transaction, doubling of UEC’s uranium resources in world-class, politically stable, uranium mining jurisdictions at only a 13.7% dilution to UEC’s outstanding shares (1)

Pro forma UEC will have the largest uranium portfolio focused exclusively in the Americas, located in proven and stable jurisdictions, and combining diversified U.S. production and Canadian development assets

Recent global events have set in motion long-term structural changes in the supply chains of energy commodities where security of supply and reduction of geopolitical and transportation risk will be key strategic differentiators On the demand side, there is a growing trend by Western utilities to secure supplies from uranium projects in politically stable jurisdictions UEX portfolio is comprised of 29 uranium projects covering key areas of the producing eastern side and development western side of prolific Athabasca basin 5 of the 29 projects are […]

Click here to view original web page at www.gurufocus.com

Skyharbour Resources Ltd Vancouver, BC, July 13, 2022 (GLOBE NEWSWIRE) — Skyharbour Resources Ltd.’s (TSX-V: SYH ) (OTCQB: SYHBF ) (Frankfurt: SC1P ) (the “Company”) partner company Azincourt Energy (“Azincourt) is pleased to present the analytical results from the Winter 2022 drill program at the East Preston uranium project, located in the western Athabasca Basin, Saskatchewan, Canada.

Project Location – Western Athabasca Basin, Saskatchewan, Canada:
https://www.skyharbourltd.com/_resources/maps/Sky_EastPreston_20211209.jpg

Drilling for the 2022 winter season at the East Preston Project resulted in 5,004.5 metres completed in 19 drill holes between January and March of 2022. Initial findings of this program were reported in a news release dated March 29 th , 2022. Drilling during the 2022 program focused on the A-G and K-H-Q trends and commenced in the G-Zone where the 2021 drill program ended.
A total of 420 samples were collected throughout the program and sent to the Geoanalytical Laboratory at […]

Click here to view original web page at ca.finance.yahoo.com

A Biden Initiative Could Wean U.S. Off Russian Uranium While Boosting Domestic Exploration Companies Like Laramide

An Emerging Markets Sponsored Commentary

ORLANDO, Fla., July 13, 2022 (GLOBE NEWSWIRE) — Over past issues of the Emerging Market Report we’ve been attentive to the fact that geopolitical events could be impactful for Laramide Resources Ltd. (TSX: LAM) (ASX: LAM) (OTCQX: LMRXF) which holds diversified uranium assets in the exploration stage that are strategically positioned in the United States and Australia.

We knew that the conflict in Ukraine was very likely to affect the spot price for Uranium, and more importantly, change the supply chain. Since Laramide’s operations are located in the United States and Australia, two stable tier one jurisdictions.We believe a major change may be imminent and it could be more important for American producers and exploration companies than imagined. Investors in U.S.-based Uranium exploration companies like Laramide – which […]

Click here to view original web page at www.globenewswire.com

PR Newswire

CORPUS CHRISTI, Texas, June 22, 2022

CORPUS CHRISTI, Texas, June 22, 2022 /PRNewswire/ – Uranium Energy Corp (NYSE: UEC) (the "Company" or "UEC") is pleased to announce that, in furtherance of its recently announced (June 13) entry into of a definitive agreement with UEX Corporation (" UEX ") pursuant to which it is to acquire all of the issued and outstanding common shares of UEX (the " UEX Common Shares ") in an all-share transaction by way of statutory plan of arrangement, the Company has now completed its C$5 million private placement in UEX consisting of the acquisition by UEC of 11,627,907 UEX Common Shares at a price of C$0.43 per UEX Common Share.

UEC may acquire additional UEX common shares by making purchases through the facilities of the TSX subject to and in accordance with applicable laws. UEC will provide periodic updates in respect of any UEX common share […]

Click here to view original web page at www.gurufocus.com

Skyharbour Resources Ltd Vancouver, BC, July 13, 2022 (GLOBE NEWSWIRE) — Skyharbour Resources Ltd.’s (TSX-V: SYH ) (OTCQB: SYHBF ) (Frankfurt: SC1P ) (the “Company”) partner company Azincourt Energy (“Azincourt) is pleased to present the analytical results from the Winter 2022 drill program at the East Preston uranium project, located in the western Athabasca Basin, Saskatchewan, Canada.

Project Location – Western Athabasca Basin, Saskatchewan, Canada:
https://www.skyharbourltd.com/_resources/maps/Sky_EastPreston_20211209.jpg

Drilling for the 2022 winter season at the East Preston Project resulted in 5,004.5 metres completed in 19 drill holes between January and March of 2022. Initial findings of this program were reported in a news release dated March 29 th , 2022. Drilling during the 2022 program focused on the A-G and K-H-Q trends and commenced in the G-Zone where the 2021 drill program ended.
A total of 420 samples were collected throughout the program and sent to the Geoanalytical Laboratory at […]

Click here to view original web page at finance.yahoo.com

→ FORGET 99% of The Stock Market (Ad) Uranium Energy Zurcher Kantonalbank Zurich Cantonalbank grew its holdings in shares of Uranium Energy Corp. ( NYSEAMERICAN:UEC – Get Rating ) by 16.0% in the first quarter, HoldingsChannel.com reports. The fund owned 162,880 shares of the basic materials company’s stock after acquiring an additional 22,411 shares during the quarter. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in Uranium Energy were worth $751,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the business. Venture Visionary Partners LLC acquired a new position in Uranium Energy during the 4th quarter valued at about $33,000. National Bank of Canada FI bought a new stake in shares of Uranium Energy in the 4th quarter worth approximately $36,000. PEAK6 Investments LLC purchased a new position in Uranium Energy in the 4th quarter valued at approximately $36,000. CWM LLC […]

Click here to view original web page at www.defenseworld.net

Picture: Getty Images share

Mining stocks like grit in your bedsheets as materials fall back on dull day for majors

Boss and Tietto drill hits to bolster uranium and gold inventories at upcoming projects

Core Lithium adds two years to life at Finniss mine in the NT Major mining stocks have the same uncomfortable feeling you get when you’ve left the beach hours ago but the sand still lingers between your, uh… toes.You shower once more but the grit still finds its way into your bedsheets the next morning, condemning you to another day waiting for the washing machine and praying for sunshine.Materials stocks are threatening to enter the death by a thousand cuts stage of the cycle, falling not by great magnitude but with disarming regularity.Today the move down is 0.88%, nothing to write home about although this is a regular column so I will, […]

Click here to view original web page at stockhead.com.au

This story features BOSS ENERGY LIMITED, and other companies. For more info SHARE ANALYSIS: BOE

As the EU votes in favour of including nuclear power in its green taxonomy, and further reports support the energy source, the uranium market becomes summer-quiet.

-Summer vacation time slows uranium spot market
-EU votes in favour of nuclear
-IEA pushed nuclear barrow -Australian miners labeled ‘oversold’ Interest in the spot uranium market slowed to a crawl last week given shortened weeks in both the US and Canada and the start of the North American summer vacation season, as well as reluctance to trade ahead of a resolution on the issue of the Canadian cargo ship stuck in St Petersburg.Industry consultant TradeTech reports only four transactions totalling 400,000/lb U3O8 equivalent were concluded in the spot market. A lack of buying interest saw TradeTech’s weekly spot price indicator fall -US$2.90 to US$47.60/lb.TradeTech’s term price indicators […]

Click here to view original web page at www.fnarena.com