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 […]
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