March 22, 2021 - The Gold Advisor

Jeff, Peter, Jenn and our new marketing manager Victoria will be at the Metals Investor Forum this month—hope to see you there!

Under-The-Radar Plays In Metals & Mining

Commodity Comeback

Uranium Excitement!

I was going to run through the outlook for copper today but I’ve shifted gears, for two reasons.
One: copper is relatively boring right now. After going on a major run it is stepping back and the near term is not particularly interesting.

Two: in the last two days uranium jumped up and started yelling Pay attention to me!!!

So I’m covering uranium instead.

Here’s what happened in the last two days:

 Denison announced a $75-million financing that it will spend to build a strategic 2.5-million-pound uranium stockpile. Denison wants to own a whack of uranium, for two reasons. One: if the price ramps up in the coming years it can sell the stockpile for a nice profit and use the proceeds to build its planning-stage Wheeler River project. Two: if it does build Wheeler River, Denison will negotiate deals with buyers and a stockpile of uranium would give it flexibility around the scale and timing of such deals (the stockpile would be a cushion of supply around the risks of getting a new mine into production)

 Yellow Cake PLC, a fairly new company with a mandate to hold physical uranium for the long term, closed

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