Boss Energy (BOE) has been the leader of the pack of the ASX listed Uranium companies. It will break out today, so looking to buy into this momentum
It’s been a rocky ride for Lithium so far this year but through all the noise, we see quality buying opportunities in the space for the long term. Mining giants Gina Rinehart and Chris Ellison have long track records in running profitable mining operations in literally the most abundant mineral on the planet, Iron Ore and they are aggressively buying into the next mining boom of Lithium.
The recent positive speculation about the removal of trade tariffs from China this quarter was squashed by a massive cap raise of $825m at 10.80 per share to fund the acquisition of high-end Californian wine group Daou Vineyards in a deal worth up to $US1 billion ($1.6 billion) as it steps up expansion in the United States luxury wine market.
Incitec Pivot Limited (IPL) is a manufacturer and distributor of industrial explosives, industrial chemicals and fertilisers to the agriculture and mining industries.
Stanmore Resources (SMR) owns and operates the Isaac Plains Complex in Queensland’s prime Bowen Basin region which includes the Isaac Plains Mine and processing facilities, the adjoining Isaac Plains East (operational), Isaac Downs Project (under development) and the Isaac Plains Underground Project.
Stanmore Resources (SMR) owns and operates the Isaac Plains Complex in Queensland’s prime Bowen Basin region which includes the Isaac Plains Mine and processing facilities, the adjoining Isaac Plains East (operational), Isaac Downs Project (under development) and the Isaac Plains Underground Project.
Uranium stocks have started to pull back from the most recent run up. Looking for good areas of support to buy PDN as longer term supply deficit in Uranium is still in play
Amid economic uncertainties, healthcare remains resilient, benefiting from consistent needs and innovation. This strategic move offers stability and growth potential in a fluctuating market.
A recent rally in the underlying Uranium price has seen the spot price rally from $80 to a fresh 16-year of $104. The ease in which the spot price has broken through the key $100 mark leads us to believe that Uranium explorers like Alligator (AGE) will start to play catch up with the more mature Uranium miners like PDN and BOE
With our Paladin holding a solid 20% in the money, we are recommending a 40% trim to the company specific play and switch to the broader and safer URNM ETF holding to remain involved in the Uranium/Nuclear power thematic.
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