SRUUF News and Press, Uranium Participation Corporation From 05/16/22

Mixed EU energy policy headlines have circulated for weeks, as the continent attempts to institute a Russian oil import ban (USO), while encouraging continued natural gas flows (UNG). Over the weekend, and Monday, EU policy makers appeared to make some progress. Policy makers have drawn ...

Praetorian Capital is a “global-micro” hedge fund managed by Harris “Kuppy” Kupperman. The fund is dedicated to seeking non-correlated, asymmetric returns. During the first quarter of 2022, the fund appreciated by 15.55% net of fees. As commodities tend...

Sprott has had impressive AUM growth over the last few years, and it is continuing in 2022. The addition of the Sprott Uranium Miners ETF has boosted the AUM in Q2-22, but precious metals prices have so far declined in the quarter. The valuation has come down from the peak, but th...

Cameco (NYSE:CCJ) reported Q1 results ahead of the open Thursday, beating Street estimates and talking at length about improving market fundamentals. However, with negligeable earnings and no new contracts, investors are left waiting for value to materialize:  Earnings - the Company gene...

As uranium prices have increased of late, this has allowed Cameco to raise its 2022 guidance by 14% to $1.9 billion at the high end. Cameco's cash flows this quarter were very strong. Cameco is priced at approximately 5x this year's sales. Clearly interesting, if one embraces the ...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Uranium stocks are likely to stay in the limelight as the U.S. looks to decrease reliance on Russian suppliers. Cameco Corporation ( CCJ ): This uranium producer is keeping some of its mines idle, betting on high...

The Diablo Canyon nuclear plant, the last nuclear plant in California, is set to close when it's operating license expires in 2025. A long list of scientists and policy makers, including Obama's former Energy Secretary, have pushed Governor Newsom to delay closure of the plant. Thursday, Gove...

URNM is an ETF focused on the uranium sector. The uranium bull market is just getting started as there is a material global supply and demand mismatch. I include brief summaries of the three largest holdings, Kazatomprom, Cameco, and the Sprott Physical Uranium Trust. For fu...

The company owns two uranium processing plants as well as several ISR projects across four US states. The NPV of Dewey Burdock, and Gas Hills is over $250 million but enCore is valued at just over $400 million as of the time of writing. Additionally, the company’s portfolio...

Energy commodities and large-cap energy stocks performed reasonably well Thursday, while thematic small-cap energy names traded sharply lower. With small-cap names in other sectors (IWM) trading in line with larger-cap peers (SPY), there's no clear explanation for the small-cap energy route.&...