Energy Prospectus

Somewhat steeper discount than I would expect. Thanks for pointing that out. I looked at what Sprott's other ones are at as well. https://sprott.com/investment-strategies/physical-bullion-trusts/gold-and-silver/net-asset-value-premium-discount/ Sprott Physical Gold and Silver Trust (CEF) Premium/Dis...

Kazatomprom to begin unwinding production cuts leading into 2025 https://www.mining.com/web/kazatomprom-to-end-uranium-production-cuts-in-2025/ “As we are seeing a clear sign that the industry has entered into the new long-term contracting cycle, driven by the recognition of the restocking needs, Ka...

Gold (and silver) stocks are beat down hard right now. Many of the miners and juniors are close to 52 weeks low. Royalty and streaming companies are hanging on somewhat but far off 52 week highs. I’m not sure when they will recover but gold and gold stocks look like a buying opportunity to me. Ticke...

Thanks for the tip. From everything I can tell the risk-reward imbalance seems to be the greatest (in favor of reward) for Canadian juniors right now. Are these Canadian juniors just so undiscovered or does the market needs to see Q3 and Q4 earnings reassurance first?

I appreciate the opportunity to learn about this copper stock. I watched the replay tonight as I was unable to make the live call. Copper has been on my watchlist for awhile and I have been patiently waiting for the "perfect timing" to get in. I'm not sure if we are there yet but hopefully...

Great tip ajootian, I will keep an eye on this one. I love having an entry point after a big share price beat down so I started a small position today.

Chuck, make sure to leave some dry powder for big pullbacks. As they mention in the interview, Uranium sector is very 2 steps up 1 step back in terms of volatility. While nuclear is more base load power oriented it should be recession proof but it doesn’t always trade that way in the short term. I w...

Chuck, Justin Huhn is a wealth of knowledge in uranium. Thanks for the link. Other interesting commentary I stumbled upon today: Kuppy and Mike Alkin “Uranium” Interview at the 2023 World Nuclear Association Symposium https://pracap.com/kuppy-and-mike-alkin-uranium-interview-at-the-2023-world-nuclea...

Interesting recent news: https://www.cameco.com/media/news/cameco-provides-production-and-market-update Earlier this month Cameco (CCJ) lowered guidance on uranium production over issues at their Cigar Lake Mine. I’m bullish in the space and have been building a position primarily in the Sprott Uran...

While the deal might have capped some shorter term momentum, I’m optimistic this is a step towards a longer term re-rate.