| BUY | 5.880 | Robert Floyd | (Market Call Minute.) Likes this one a lot and if he had excess cash it's one he would be adding to. | 2008-06-24 | |
| HOLD | 5.540 | Andrew Cook | An emerging uranium producer. Has been hit by the lower price of uranium. Believes uranium is close to bottoming here. Their growing production will increase cash flows going forward. | 2008-05-29 | |
| Comment | 5.660 | Jean-Francois Tardif | Most uranium stocks have been doing really well recently. Probably the highest quality in terms of the smaller uranium companies but this is not his favourite. He prefers smaller cap companies that are at an earlier stage such as Ur-Energy (URE-T). | 2008-05-27 | |
| PARTIAL BUY | 3.860 | Robert Floyd | Some issue on a lot of shares being sold without permission. This stock, like a lot of uranium stocks, is going to be really dependent on the US economy. Right now, we are still in a decline and he would suggest putting some on now and adding to it later on. | 2008-04-29 | |
| BUY | 4.290 | Bruce Campbell | A uranium producer and well run. Its Langer Heinrich mine in Namibia has had some teething problems so production in the quarter was lower than expected. Will make it up later in the year. Uranium as a solution to the energy problem has to be a long-term play. | 2008-04-11 | |
| BUY | 5.520 | Robert Floyd | Going ahead with some fairly meaningful development of their resources. Have done a debt issue as well as a convertible debt. Raising some good-sized capital to further develop some of their opportunities. Over time, you will see some decent gains. | 2008-02-29 | |
| TOP PICK | 5.670 | Bruce Campbell | Because he likes uranium, he likes this stock and Denison Mines (DML-T) both. On a longer-term view, it is one of the clean energies. Uranium prices are at $75 even though the long-term price is $95. Around the world all the emerging producers are having various delays and problems. For a 2 or 3 year view he could see higher prices. | 2008-02-28 | |
| BUY | 5.320 | Dennis Dasilva | (Market Call Minute.) Now that Uranium One (UUU-T) is having its difficulties, this would be a Buy. Money will be flowing out of Uranium One. | 2008-02-25 | |
| TOP PICK | 4.470 | Robert Lauzon | Been quite weak over the last year but it's a near-term producer and will produce 2.5 million pounds a year out of their Langer Heinrich mine in Namibia. Could potentially get up to 8 million pounds a year by 2010 when their Malawi mine opens up.(Buy uranium stocks when uranium is near its bottom, possibly around $75/$80.) | 2008-01-28 | |
| HOLD | 4.320 | Bruce Campbell | If you are looking for non-economically sensitive places, uranium should fit. Weekly short-term spot market in uranium was down by $4 and stocks got hit but the supply/demand looks very good. Thinks the stock price goes higher this year. | 2008-01-23 | |
| BUY | 6.180 | Robert Cohen B.A.Sc., MBA, CFA | He is bullish on uranium. This is probably a good entry point. Great management. | 2008-01-03 | |
| BUY | 6.210 | Robert Floyd | A possible takeover candidate. | 2007-12-11 | |
| TOP PICK | 5.880 | Robert Lauzon | Has struggled a bit this year in getting Namibia up to full production. Thinks this will occur in 2008. Looking for upside in late December with their Malawi project potentially having an increase in resource. Good price. NAV is close to $7. | 2007-11-29 | |
| BUY | 5.950 | Derek Webb, CFA | He is very bullish on uranium. | 2007-11-28 | |
| Comment | 5.650 | Michael Smedley | Uranium. In a start up phase and mining is difficult. A big part of its future production is in Malawi. Not hugely keen on it at the moment. Would prefer UEX (UEX-T). | 2007-11-27 | |
| BUY | 5.670 | Bruce Campbell | Uranium companies are having teething problems in the sense that a lot of them are new producers. Higher uranium prices are positive for them, but negative if they cannot produce. He would be a buyer here. Great value at this price. | 2007-11-22 | |
| HOLD | 7.340 | Veronika Hirsch | Would definitely hold this one. | 2007-10-31 | |
| BUY | 6.840 | Bruce Campbell | It was almost a top pick. (The recent run-up changed his mind) It is moving because the uranium price is going back up. He expects the stock to go higher. | 2007-10-24 | |
| HOLD | 5.890 | Jean-Francois Tardif | One of the larger uranium companies, larger market cap. Very large resource. Increasing production. Uranium price went down and stock followed. Risk that price may go lower, stock is bouncing. Thinks that stock has finished correcting. More risk in downside short-term, long term is bullish. Demand will be higher than supply. Hang on for long term. | 2007-09-17 | |
| HOLD | 5.090 | Michael Smedley | Is down along with the uranium sector. Had a little bit of shortfall in its early day production. Has an asset in Australia which might be worthwhile. Hasn't quite got the broad profile as Uranium One (UUU-T). | 2007-09-10 | |
| DON'T BUY | 5.040 | Jeff Parent | Has broken through its base. That is a bad sign. Trading a little bit higher today, but that is not indicative of a big rally. Expect it will reach a $4.50 -$5 before it goes up. | 2007-08-15 | |
| HOLD | 5.550 | Jean-Francois Tardif | Wouldn't worry about this company. It is a real company with real assets. They are producing uranium right now. The main issue is the price of uranium and all uranium stocks have gone down. | 2007-08-07 | |
| DON'T BUY | 6.150 | Veronika Hirsch | Likes the management and long-term prospects, but sold her holdings. Uranium prices look like they have topped for now and would like to see it base for a couple of months. Had some difficulties with their South African mines. | 2007-08-01 | |
| BUY | 6.790 | Bruce Campbell | Cut their production in their producing mine, which was expected. If you believe in uranium longer term, this is very cheap. | 2007-07-30 | |
| WAIT | 7.710 | Jean-Francois Tardif | Uranium. Have just started to produce. This is a “go to” stock when you want uranium. Price of uranium is going down right now so stock prices dropping. Long-term, this is a good stock. | 2007-07-16 | |
| BUY | 7.420 | Robert Lauzon | One of the top producers now with their new property that has come onstream. They've just recently had to reduce production due to equipment failure, which has reduced the price. This is a temporary problem. One of their top holdings. | 2007-06-28 | |
| BUY | 7.880 | Brendan Kyne | Have not got the OK to mine their Australian uranium property yet. Expects the development will happen over the next several months. | 2007-06-25 | |
| BUY | 8.050 | Michael Decter | Likes the uranium producers. Well positioned to benefit from the lack of new production globally. | 2007-06-20 | |
| Comment | 8.010 | David Baskin | Depends almost entirely on the price of uranium. You should realize that the price of uranium is predicated on the world building more nuclear reactors. The time needed is measured in fractions of decades before the demand for uranium increases due to use. Speculative. | 2007-06-19 | |
| DON'T BUY | 7.800 | Robert Floyd | In terms of some of the uranium stocks, valuations got pushed too high and prices had to come down. Expect there will be further softness. | 2007-05-30 | |
| BUY | 7.750 | Dennis Dasilva | Has been a bit troubled by why it hasn't performed better. This is one of the premier emerging intermediate producers. Good management. Have developed the Namibia mine from the ground up and within costs and on time. Moving into Malawi to build their next mine. Completed their acquisition of their 50% partner Summit resources out of Australia. On the right growth path. | 2007-05-17 | |
| BUY on WEAKNESS | 8.480 | Brendan Kyne | Near-term uranium production. No long-term hedges. | 2007-05-10 | |
| Comment | 8.890 | Veronika Hirsch | Acquiring Summit Resources out of Australia. One of the better managed companies. | 2007-04-18 | |
| Comment | 9.690 | Stephen Carlin | One of the few uranium production companies that is up and running. Close to his target price, so he leans more towards a Sell them a Buy. Still upside. From a valuation perspective, it is trading at 17 X 2008 numbers, which has a $100 uranium price. | 2007-04-05 | |
| BUY | 9.690 | Dennis Dasilva | SXR Uranium (SXR-T), Paladin (PDN-T and Denison Energy (DML-T) are the 3 companies fighting to become the next major uranium producer. Have a mine in Namibia. A great story to own. | 2007-04-05 | |
| BUY | 9.300 | Bruce Campbell | Likes uranium and his picks of companies are Paladin Resources (PDN-T) and Denison Mines (DML-T). On a valuation basis, he would have slight preference for Denison. | 2007-04-02 | |
| BUY | 9.120 | Robert Lauzon | Main mine is in Namibia, reasonably safe politically. Next year will be focusing on a mine in Malawi. Also have properties in Australia. | 2007-03-30 | |
| BUY | 9.010 | Brendan Kyne | He is bullish on the price of uranium. Recently acquired Summit Resources in Australia. Likes the stock and thinks it will go higher. In the enviable position of being a near-term producer. | 2007-03-28 | |
| Comment | 8.920 | Hugh Cleland, CFA | A lot of speculative money in uranium and they get on the Chinese exchange took a lot of the speculative money out. Expect this is why the stock has stalled. | 2007-03-26 | |
| PAST TOP PICK | 8.780 | Michael Smedley | (A Top Pick Mar 29/06. Up 103%.) Uranium in Namibia. Still likes. | 2007-03-23 | |
| Comment | 8.190 | David Cockfield | Uranium. He is concerned about the location of its mines in Africa. | 2007-03-15 | |
| Comment | 7.870 | Jean-Francois Tardif | Its uranium continues to go up, the stock has a lot of upside. Very little hedging. His style is to go to the companies with newer projects, but this is a “go to” stock for uranium. | 2007-03-13 | |
| BUY | 8.100 | Greg McCoach | Had a tremendous run up and made a lot of money for its early investors. One of the forces to be reckoned with in the uranium industry. | 2007-03-08 | |
| BUY on WEAKNESS | 7.830 | Bruce Campbell | Likes uranium. This stock recovered by about 13% today. Under $7 is a great entry point. Made an offer for some uranium deposits in Australia recently, using shares, which knocked the stock down. Should recover. | 2007-03-06 | |
| HOLD | 9.220 | Michael Decter | Thinks it may have stalled. Will probably consolidated here. Could get taken over. | 2007-02-26 | |
| DON'T BUY | 9.270 | David Cockfield | Not his favourite in the uranium stocks because their assets are in uncertain political territory in southern Africa. Would prefer Denison (DML-T) or SXR (SXR-T). | 2007-02-23 | |
| BUY | 9.710 | David Burrows | Uranium continues to look very good. This is a higher risk period for uranium stocks. Pick your entry point and know when you're going to sell. | 2007-02-20 | |
| BUY | 8.700 | Veronika Hirsch | Good holding in uranium. Expects it to do very well. Good management. This and sxr Uranium One (SXR-T) she would consider as her blue-chip uranium stocks. | 2007-02-07 | |
| PAST TOP PICK | 8.240 | Bruce Campbell | (A Top Pick Nov 15/06. Up 60.1%.) Started its first uranium production in December in Namibia. Has another mine next year. Easy money has been made, | 2007-02-05 | |
| BUY | 7.970 | Brendan Kyne | Likes uranium companies that have unhedged production. There are a basket of producers emerging in 2007 and 2008 that fit this criteria, including SXR Uranium (SXR-T), UrAsia (UUU-X) and Paladin (PDN-T). All 3 are high-grade acquisition targets. | 2007-01-29 | |
| BUY | 7.650 | Michael Decter | Thinks the intermediates are really good candidates for takeovers by the really big companies. Still buying around $8. Could have another leg up this year. | 2007-01-18 | |
| HOLD | 7.400 | Jean-Francois Tardif | If you want to buy the highest-quality in uranium production, this is the second stock next to Cameco (CCO-T). Just started producing. Stock is no longer cheap. It will stay expensive. | 2007-01-10 | |
| SPECULATIVE BUY | 7.650 | Alex Ruus | Short-term environment for uranium is tremendously bullish. This is one of the more interesting companies in the area. In the short-term, it will probably continue to make more money. Have to be very careful as there is a lot of money coming into the sector and we may be into the making of a bubble. | 2007-01-04 | |
| BUY | 7.640 | Jean-Francois Tardif | Will be producing their first few hundred pounds of uranium in the next few weeks. Have other project, which could take them to 8 million pounds over the next several years. Not cheap, but if you believe in the price of uranium, this could be one could own. | 2006-12-27 | |
| SELL | 7.370 | Bruce Campbell | This and Denison (DEN-T) are the 2 near producers of uranium. This one starts up any time and will benefit from higher uranium prices as opposed to the non-producers. Will probably have a pull back and would like to Buy at around $6. | 2006-12-21 | |
| DON'T BUY | 7.160 | Robert Floyd | The flooding of the Cigar Lake mines pushed some of the junior uranium companies’ stock prices. Now getting a little rich in terms of expectations. | 2006-12-19 | |
| Comment | 6.570 | Gavin Graham | Doing very well as uranium is in a raging bull market. Properties in Namibia and Australia. | 2006-12-07 | |
| HOLD | 6.290 | Michael Decter | Cigar Lake mine flooding took out 7% of the world's uranium production. Prices have gone up more. Has exposure in Australia and Africa and the projects look to be high quality. | 2006-11-24 | |
| BUY | 5.800 | Michael Smedley | They are likely to be the first into uranium production in Namibia. Also have a project in Malawi. | 2006-11-22 | |
| BUY | 5.650 | Bill Harris | An open pit uranium mine. Expensive, but not terrible. | 2006-11-20 | |
| TOP PICK | 5.120 | Bruce Campbell | The junior uranium that’s the closest to production. Has a mine in Namibia that comes on stream next month. | 2006-11-15 | |
| Comment | 4.960 | Jean-Francois Tardif | Just finishing off the construction of its first mine. Will probably believe produce between 10 and 15 million lbs. in a matter of 6-7 years. Finds it a bit too expensive and prefers others. Very good company. High quality management. | 2006-10-26 | |
| BUY on WEAKNESS | 5.060 | Chris Smith | Cameco’s (CCO-T) mine problem put a big push on all the other uranium stocks. One of the more interesting juniors as it is just on the cusp of starting production. Wait for a pullback to possibly $4.50-$4.75. | 2006-10-25 | |
| BUY | 4.100 | Robert Cohen B.A.Sc., MBA, CFA | An Australian-based company. Just put a uranium mine in production in Namibia. A cheap way to get exposure into uranium. | 2006-10-04 | |
| BUY | 4.000 | Mark Grammer | The outlook for uranium is positive. Companies around the world our visiting nuclear. Power companies are expanding and using uranuium. | 2006-09-28 | |
| Comment | 4.290 | Hugh Cleland, CFA | Doesn't know a lot about this company, but his understanding is that this is the best way to play uranium outside of Cameco (CCO-T) and Denison (DEN-T) to invest in a uranium producer. Feels that uranium prices will continue going up. | 2006-09-07 | |
| BUY | 4.140 | Veronika Hirsch | Long-term uranium price just went over $50. Supposed to start producing out of their Namibian mine in the 4th quarter so won't be in full production until Q3 of 07. Most of their production will be uncontracted which is attractive. | 2006-08-29 | |
| BUY | 3.980 | Michael Smedley | One of the uranium juniors. Have quite a nice project in Namibia and they've got the water lined up, which is essential in the desert, and they could, with the Malawi project, get up to 4/6 million pounds, which is quite a good number in uranium. | 2006-08-24 | |
| WEAK BUY | 3.860 | Jean-Francois Tardif | Loves uranium. Price of uranium has continued to go up and is now at $47.50 a pound. Company had a resource and are a very close to production. Very good company but he prefers younger companies where the upside has not been recognised yet. | 2006-08-08 | |
| BUY | 3.480 | Michael Smedley | Have a very good sound project. Going to come on to production in Namibia. | 2006-07-20 | |
| WEAK BUY | 3.540 | Bruce Campbell | Would prefer larger, liquid, more senior metal stocks. Metal cycles have definitive endings so he is looking more to producers. Could still have some kind of run, but you better be ready to trade it. | 2006-07-05 | |
| BUY | 3.110 | Gavin Graham | A uranium play in South Africa and Australia. Nuclear plants are in demand globally salted and banned for uranium will likely continue to be strong. | 2006-06-12 | |
| BUY | 3.800 | Veronika Hirsch | Of all the juniors she looks at, this is the first in production. They are on schedule financially and time wise. No expensive. Expect they will be making acquisitions in the future. | 2006-06-01 | |
| BUY | 4.180 | John Zechner | Bullish on uranium. This one is growing production over the next couple of years. Valuation is good. Expect uranium will hit $50/60 over the next couple of years. | 2006-04-26 | |
| BUY | 4.330 | Michael Smedley | In the world of uranium, there is really nothing coming on but what they’ve come on in Namibia. They are going through a production phase and nobody else is. | 2006-04-20 | |
| BUY | 4.370 | Jean-Francois Tardif | They basically took a project with uranium in the ground and is getting it ready for production by the end of the year. Easy money has been made, but there is more upside to come. | 2006-04-19 | |
| TOP PICK | 4.330 | Michael Smedley | This company is in the extraordinary uranium area. In Namibia. Has just signed contracts and is the next producer in the uranium area. Uranium has just had a new high. | 2006-03-29 | |
| STRONG BUY | 2.650 | Veronika Hirsch | This is her preferred pick in the uranium sector. They have permitting and are bringing production on in the third quarter. It is hard for companies to get permitting. During the construction of the new mine, the stock will linger but once production starts, it will move up. | 2006-02-16 | |
| BUY | 3.050 | Gavin Graham | Has exposure to uranium in Australia and South Africa. Uranium is a good place to be. | 2006-01-31 | |
| BUY | 0.900 | Jean-Francois Tardif | Prefers junior uranium companies that have deposits that they will try to put into production, such as Paladin Resources (PDN-T), Western Prospector (WNP-X) and Energy Metals (EMC-X) | 2005-06-01 | |
| TOP PICK | 1.220 | Jean-Francois Tardif | Top pick is a basket of small uranium stocks which allows you to participate, but to protect yourself. These include Paladin Resources (PDN-T), Energy Metals (EMC-X), Strathmore Mineral (STM-X) and Western Pinnacle (WPN-X). Equally weighted. | 2005-05-09 | |
Experts that have talked about Paladin Resources
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