Over 25-yrs in Global Materials & Soft Commodities

Charles Spencer

Commodities

INVESTMENT VIEW:  We believe <a href="https://www.smartkarma.com/entities/27448" target="_blank" data-smartkarma-citation="entities:27448:1">Uranium (UXA COMDTY)</a> prices have the potential to rally further following a number of recent supply-side adjustments aimed at reducing and managing industry oversupply.  
This should bode well for industry majors like <a href="https://www.smartkarma.com/entities/27155" target="_blank" data-smartkarma-citation="entities:27155:1">Cameco Corp (CCJ US)</a> and may also support junior miners like <a href="https://www.smartkarma.com/entities/27449" target="_blank" data-smartkarma-citation="entities:27449:1">Azarga Uranium (AZZ CN)</a> for investors with a higher risk/reward profile. 
The CEO of Toronto listed <a href="https://www.smartkarma.com/entities/27449" target="_blank" data-smartkarma-citation="entities:27449:1">Azarga Uranium (AZZ CN)</a> was in Singapore last week and below is a summary of our conclusions:

INVESTMENT VIEW:   We believe Uranium (UXA COMDTY) prices have the potential to rally further following a number of recent supply-side adjustments aimed at reducing and managing industry oversupply.  
This should bode well for industry majors like Cameco Corp (CCJ US) and may also support junior miners like Azarga Uranium (AZZ CN) for investors with a higher risk/reward profile. 
The CEO of Toronto listed Azarga Uranium (AZZ CN) was in Singapore last week and below is a summary of our conclusions: 

Azarga Uranium Meeting Highlights Industry at Inflection

United States

Energy Fuels, Inc. is a uranium and vanadium mining, production and development company with assets located in the western U.S. The company also owns and operates the only uranium mill in the U.S.

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Energy Fuels (UUUU US)

Azarga Uranium Meeting Highlights Industry at Inflection

INVESTMENT VIEW: We believe Uranium (UXA COMDTY) prices have the potential to rally further following a number of recent supply-side adjustments...

Charles Spencer

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