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First off, I want to make clear that I’m long $AXU and I still have faith in their long-term prospects. I plan to stay long $AXU. However, yesterday’s performance on the heels of the announcement have me concerned. A few months ago, I was reasonably comfortable with them having a firm course for financing their […]

Recent Author Comments

On "This EXACT SAME Crisis Has Happened Twice in the History of Energy..." (Dr. Kent Moors)

Travis, Great article and analysis, as always. Thank you once again. I'm long on a few of these stocks mentioned and as a result of my own research beginning more than two years ago. I do not own CCJ simply because I did not see an entry point I liked [...]

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On "This EXACT SAME Crisis Has Happened Twice in the History of Energy..." (Dr. Kent Moors)

There's a bit of truth in nearly all sides presented here in the comments - terrific article, by the way! Thanks, Travis! In my humble opinion, the only "sure thing" (in the U sector) is that uranium companies with leveraged exploration/development plays[...]

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On "This EXACT SAME Crisis Has Happened Twice in the History of Energy..." (Dr. Kent Moors)

Lived in Germany recently, saw a lot of wind-power but little solar. Electricity prices have exploded there since Merkel's irrelevant, unwarranted reaction to a tsunami in Japan. So much for being "so far ahead of us." The Germans took a step backward and [...]

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On Microblog: Vancouver Junior Miners Visit

Mr. Colmerauer, Thank you for the terrific piece here, offering subtle yet valuable insights to these companies. I'm particularly pleased to hear of your experience at Almaden Minerals since they are a significant portion of my junior gold holdings. Your[...]

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On "GigaProfits! -- One tiny resource company essential to the Gigafactory"

I like $TRER a lot, especially love the economics of the Round Top project. I was not aware of them having a graphite play??? If so, I like them more![...]

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On "GigaProfits! -- One tiny resource company essential to the Gigafactory"

I thought Tesla was a "driverless" car already![...]

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On Microblog: Buying into the Uranium Hype

Re: "Not sure why everyone is interpreting the price of the U and U shares drifting further down as a proof that the Uranium bull market thesis is all hype." It's either folks who are fixated on instant gratification and just can't find it in U, and/or, [...]

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On Microblog: Buying into the Uranium Hype

I've been following U for the past 2 years, I'm a value investor, thus, my initial interest sparked by the depressed U market. Since, learned a lot about it and certainly glad I took notice. The fundamentals are in place and I am patient - there is a lot o[...]

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