The best thing about low uranium prices is that they greatly enhance one’s ability to take over world-class deposits that were discovered prior during increased exploration thanks to high uranium prices.
With restart applications trickling in and reactor construction underway throughout the world, a turnaround looks less like an "if" and more like a "when." In this interview, Daivd Talbot discusses the catalysts that could trigger the next uranium boom and the companies that could make investors wish they had arrived at the party a little earlier.
For Jeb Handwerger of Gold Stock Trades, it's not a matter of if the uranium sector will rebound, but when. He's already pounced on the three-year low that hit the spot price in 2011 but he says investors can still benefit from an equity uptick in the uranium, potash and coal sectors.
As a former analyst with a strong background in geology, Malcolm Shaw uses his technical and market experience to dig through piles of news and company data to uncover resource investment situations that often go unnoticed by mainstream analysts.