The stubborn spot price of uranium has frustrated market watchers for the past year. As most long-term contracts have been made at higher prices, astute investors have been slowly moving into the stocks of uranium producers and explorers in anticipation of a move expected in 2014.
There are two things investors pay too much attention to, according to Dan Hrushewsky: Metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits.
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.
The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. Here, Brien Lundin predicts the timing of a handoff from Asian physical demand to Western speculative demand.