Investment Q&A

Q: I would like your top 3-5 plays in the uranium-related space in both Canada and in the US, including small and large cap companies. A brief comment supporting your choices would be appreciated. Thanks.

Q: I am looking to move away from some under performing stocks and looking at these as replacements. Any concerns? Ones you would prefer?
thanks so much.

Dale

Q: What do you think of this company/in the context of the US needing access to critical minerals/the shift that is happening there?
1) is it the same as UUUU on american markets?
2) How much of the company is rare earth refining vs nucelar refining
3) Valuation/growth prospects?

Q: I sold some NEO and am considering a re-buy. I like the direction NEO is taking. If the new USA administration, and the west nations as a whole, want to have economies not dependent on China then rare earth minerals should be on their radar since they are critical and currently almost all rare earths come from China. NEO is one of the few western companies, at least that I know of, that will have production of rare earths and related products that are/will be produced in the west (Estonia). I am considering a rebuy in the $7.50 range? What is your overall opinion of NEO and the rare earths in general? What other publicly traded, western, rare earth companies are there to consider?

Q: I have followed nuclear energy and Cameco for about three decades. It has been a tough investment environment for most of this time. We now are seeing a dynamic change in sentiment and planned expansion in this part of the energy sector. As an optimistic investor heavily invested in uranium stocks, I expect to have further capital gains as nuclear plants are built. However, it appears that some of the new modular reactors will use spent fuel rods as the source of uranium to run their reactors. Do you see this having a significantly negative impact on uranium demand going forward? Also, will the BEP’s Westinghouse purchase be material to the company in an expanding demand for nuclear energy?
With appreciation,
Ed

Q: I know, another uranium question. A couple of questions, first is do you have a prediction for the spot price of uranium and a possible timeline (it was was close to 140 back in 2007) are we going to see that again or even higher? Won't uranium producers start producing more uranium as of now a bring on more supply and affect the market(how long does that take?)

I own URC can you please let me know if a swap into another uranium stock would be a better one or is it fine to hold and is NXE or CCO your favourite based on your previous answers?

COSA resources has captured my eye because of insider buying can you please comment on that

and finally could you please rank these uranium stocks in order of favourite to least to do well if spot price continues upward, wouldn't small caps have the biggest upside compared to the likes of NXE and Cameco?

Stocks to rank Stallion Resources(STUD), Strathmore Plus(SUU), Cosa resources(COSA), district metals (DMX), F3 Uranium(FUU), Purepoint (PTU), Baseload Energy (FIND), Standard Uranium (STND) , Uranium Royalty Corp(URC), Cameco (CCO), Denison mines(DML), Energy Fuels (UUUU), NexGen(NXE)

Q: May I please have your opinion of Energy Fuels? Are there other uranium stocks of similar size that you would prefer? I have a full position in CCO.
With appreciation,
Ed

Q: Hello,

I am looking to gain exposure into Uranium market for part of my portfolio with 2-5 year outlook. Which of the three would you rank as best to worst and would you have any other suggestions in the US market. Thanks in advance!

Irek

Q: EFR just reported their earnings, how was it? any upside left in share price?

TWLO is keeping going down, buy more, hold or sell?

As always many thanks!

Q: Hello,

I am looking into vanadium and I’m wondering your thoughts. I’ve been looking at Largo Resources and Energy Fuels. Do you have a preference, and would you say either is a buy for a 3-to-5-year timeline at its current price?

Thanks!

Q: How does Largo Resources compare to UUUU. Thanks for this great service.

Q: Is Energy Fuels a buy at its current price for a long term hold ? Thank you for this great service.