Ur-Energy: Uranium Catalysts Are Great, But Beware Of Speculative Fervor

Ur-Energy: Uranium Catalysts Are Great, But Beware Of Speculative Fervor

Summary

Uranium miners have skyrocketed in value over the past few months due to a decline in global production and possible support for Nuclear from the Biden Administration.

Ur-Energy is my favorite North American producer since it rarely dilutes equity and has managed to control cash-flow drawdowns well.

URG may receive necessary permitting for a major growth project early this year and expand development. While Ur-Energy has many great growth catalysts, it is extremely expensive today with its price-to-sales ratio at a historical long-term peak. Looking for more investing ideas like this one? Get them exclusively at Conviction Dossier. Get started today » Uranium miners have seen strong performance over the past few months. Prices initially jumped last spring as Cameco ( CCJ ) decided to reduce production at one of the world’s most productive uranium mines. The company temporarily suspended production again in December due to a […]

About the author: StockMan
Any information posted on the website has been prepared without taking into account your objectives, financial situation or needs and as such, you should before acting on the information or advice, consider the appropriateness of the information or advice in relation to your objectives, financial situation or needs. Please be aware that any information posted on this site should not be considered to be financial product advice.
Posting Guidelines
Do
  • Do contribute something to the discussion
  • Do post factual information, analysis and your view on company valuations
  • Do disclose if you have an interest in a security
  • Do take our Terms of Use seriously
Do Not
  • Do not make low-content posts, unsubstantiated ramps or untruthful/misleading statements
  • Do not complain about a post unless you have reported it first, and not on the forum.
  • Do not post financial advice
  • Do not advertise or post sponsored content

Get involved!

Get Connected!

Come and join our community. Expand your network and get to know new people!

Comments

No comments yet