URPTF News and Press, Uranium Participation Corp From 07/31/20

Dear co-investor, We finished a quarter marked, once again, by the huge impact that COVID-19 has had on our lives. A quarter in which we can at least hope that the worst is over. I would like to give everyone who has been affected much encouragement and, of course, thank all of our investors...

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The Trump administration moves to streamline water rules on uranium mining , with the heads of the Environmental Protection Agency and the Nuclear Regulatory Commission signing an initial agreement they say will improve coordination in the regulation of in-situ mining of uranium. More new...

In May , I outlined the basic logic of Uranium Participation Corporation's (URPTF) NAV discount making for a compelling investment setup over time. The stock has since fallen back despite continued robust uranium pricing and some buyback activity from the company as promised. The company trad...

Uranium Participation Corporation ( URPTF ) is a pretty simple business. It holds uranium. When its share price falls below the value of uranium it holds, that can create opportunity potentially similar to buying a dollar for seventy-five cents. That is happening now, the discount is around 25...

The Trump administration's Nuclear Fuel Working Group recommends granting U.S. energy regulators the ability to block imports of nuclear fuel ( UXA:COM ) and outlines plans to set up a government stockpile of uranium sourced from domestic miners. More news on: Uranium Futures, Cameco Cor...

Today I have the pleasure to interview Brian Laks , Portfolio Manager and Partner of Old West Investment Management , who also manages a special opportunity fund that is now focused on uranium. In his prior role, he focused on the energy sector. He is a CFA charterholder. I have been follo...

Uranium stocks sprint higher after Cameco ( CCJ +0.5% ) extended a temporary production shutdown at the Cigar Lake uranium mine in Saskatchewan for an indefinite period. More news on: Cameco Corporation, Energy Fuels Inc., Ur-Energy Inc., Energy stocks news, Stocks on the move, News on...

Dear co-investor, We end a year that has been marked, as you know, by (very) high volatility in equity markets, caused by global political and economic uncertainties. As we have stressed in previous letters, this environment has led investors to seek out companies with more stable businesses...

About 2 years ago, I launched the Industrial Minefinder Marketplace service through Seeking Alpha. This led to an 18-month period of digging & exploring (pun intended) the ins and outs of the markets and players in the industrial metals & mining sector. I closed this service down a few...