Key Gold Indicator Remains in Bearish Territory
The Grasberg-Saville Gold Rating (GSGR) spent its 8th week in bearish territory below 50. Nevertheless, the gold price remained fairly firm, which we perceive as generally bullish. The…
FCM Blog
Bill Banning Uranium Mining Near Grand Canyon Moves to Senate
If the Grand Canyon Centennial Protection Act becomes law, approximately 1 million acres of federal land will be closed to uranium mining permanently. That being said, were the…
Early Q4 Updates
$IMPUY — We exited Impala Platinum Holdings at our target of $7 for a return of 150%. $FCUUF — We doubled our stake in Fission Uranium on 22…
Lights Out at Akouta
A closure plan for the mining complex near Arlit is now official. Orano’s board cited declining reserves. Minister of Mines, Hassane Barazé, cited untenable costs relative to a…
Urenco to Upgrade 12,000 t Depleted UF6 at UEChK
Since May of this year, 3,600 t UF6 travelled by rail to Yekaterinburg where the depleted uranium will be re-enriched to reactor grade. This is the first such…
$BKIRF : Black Iron Inc. — Independent Economic Analysis
Long-Term Price Case $97.19/dmt Flagship Project Shymanivske Ownership 100% Shares Outstanding 235,360,000 Market Cap $11,178,000 Average Annual Production 7,065,000 dmt Recovery 98% Payable Product 141.3M dmt LoM 20…
$FCUUF : Fission Uranium — Independent Economic Analysis (U/G PFS Update)
U/G PFS, 23 September 2019 Long-Term Price Case $50/lb. U308 Flagship Project PLS (Triple R) Ownership 100% Mineral Reserves 81.4M lbs. Shares Outstanding 486,266,370 Market Cap $99,684,606 Average…
$DNN : ISR Field Tests, Early Results
In a word, in Test Areas 1 & 2, hydraulic responses were observed where hydraulic responses were expected and no hydraulic responses were observed where hydraulic responses were…
Fahy Capital Management Q3 Updates
Our investment target in Alexco Resource Corp. was reached on 27 August 2019. We exited at U.S. $2.43 for a return of 87%. We added to our position…
$NIOBF : NioCorp — Independent Economic Analysis
Standard Model 10-Year Contracted Sales Model Long-Term Price Case $3,676/kg Sc2O3 | $0.99/kg TiO2 | $46.55/kg Nb Long-Term Price Case $3,676/kg Sc2O3 | $46.55/kg Nb Project Elk Creek…
Nothing left to load.