| BUY | 4.000 | Jean-Francois Tardif | (Market Call Minute.) Uranium is going up. | 2008-07-15 | |
| HOLD | 4.470 | Andrew Cook | Looks like uranium prices have bottomed. This is an emerging producer and has had some start-up issues. Paladin Resources (PDN-T) and Denison Mines (DML-T) are stronger stocks, but this one will get itself sorted out. | 2008-07-02 | |
| DON'T BUY | 4.110 | Pat McKeough | In a field that is not that bright at the moment, he wouldn't go for the smaller players. | 2008-06-20 | |
| SELL | 4.640 | Brendan Kyne | Thinks there are better places to play the uranium market. | 2008-06-06 | |
| HOLD | 4.860 | Andrew Cook | Emerging uranium producer. Had a few hiccups in ramping up their production. Think they will get it together and have things running smoothly. Suspects we are probably close to a low on the price of uranium. | 2008-05-29 | |
| DON'T BUY | 5.100 | David Baskin | Uranium is a long story. The nuclear reactors, which the junior uranium companies hope to mine, have not even been built yet, so this is a 10 to 20 year story. He prefers a company that actually mines and produces uranium, Cameco (CCO-T). | 2008-04-22 | |
| DON'T BUY | 4.840 | Ravi Sood | Uranium prices have cooled off. Long-term fundamentals for nuclear power generation and the supply/demand imbalance in uranium still remain attractive. This one would not be one of his top picks. Not comfortable with their position in Kazakhstan. A risky holding at this point in time. UEX (UEX-T) would be a top pick and could be an acquisition target as well. Ur-Energy (URE-T) would be safe and has a very large cash position. | 2008-04-21 | |
| Comment | 4.670 | Steve Martin | Uranium industry is getting near its bottom, but you just don't know how long it is going to take. What will move this stock is when commodity prices start to move up. You should be in good shape in 18 months. | 2008-04-18 | |
| BUY | 4.100 | Paul Thornton | Like most uranium stocks, it has suffered a gigantic downturn. He thinks uranium stocks are due for a rebound. Doesn't know when it will come but thinks it is getting very close. Even if it is just a short-term bounce, it could be very large when it takes off. | 2008-04-11 | |
| Comment | 3.160 | Michael Smedley | You are going to have to wait a bit as it is pretty doggy. Have had a run of bad luck with the sulphuric acid shortage in Kazakhstan and Dominion mine difficulties. | 2008-04-01 | |
| DON'T BUY | 4.690 | Robert Floyd | Has been a bit of a disappointment, in terms of their production profile. He would prefer other companies in this space. | 2008-03-20 | |
| WAIT | 4.540 | Peter Hodson | The uranium space has been decimated. Would wait until production has changed or there is some sort of positive change. | 2008-03-17 | |
| DON'T BUY | 4.690 | Peter Hodson | Bought everyone in site, then started to screw up. Wait for things to turn around before going in. | 2008-03-17 | |
| Comment | 4.450 | Gavin Graham | Compared to Cameco (CCO-T) and Denison (DML-T), which have their uranium mines in Canada, its mines are in riskier parts of the globe. Some of its mines are coming on stream. Uranium has a great long-term future. If you don't want the political uncertainty with this one, then by one of the other two. | 2008-03-06 | |
| HOLD | 4.450 | John Zechner | They had 2 issues. All the uranium stocks in general have come down with the drop in uranium prices. Have also had production problems. At this level, he wouldn't be selling. | 2008-03-06 | |
| DON'T BUY | 6.710 | David Baskin | Would prefer senior names rather than the juniors. This one got caught up in the frenzy about 1 year ago, rose to an unsustainable and speculative price. | 2008-02-19 | |
| PAST TOP PICK | 7.080 | Robert Lauzon | (A Top Pick in June 28/07. Down 47.9%.) Had acquired Eurasia Gold, which had a lot of exposure to Kazakhstan. When that government started changing legislation to control oil/gas, he trimmed 60% of his holdings last September. The company has also had some disastrous production numbers. | 2008-01-28 | |
| HOLD | 6.920 | Bruce Campbell | (Market Call Minute.) Thinks uranium prices do go higher. One of the producers so it will benefit and the 12-month outlook will be higher. | 2008-01-23 | |
| DON'T BUY | 7.180 | Michael Smedley | Between Uranium One (UUU-T) and Denison (DML-T) he would probably choose Denison. | 2008-01-22 | |
| DON'T BUY | 9.180 | Robert Floyd | Has a fairly strong outlook on uranium. A lot of the companies are still having production problems. See Top Picks for his preference. | 2008-01-15 | |
| Comment | 8.810 | Brian Acker, CA | His model price was $22 in Sept/Oct and it is currently $11.47 giving it a 31% upside. He thinks that wants to hold it here. Earnings have been coming down. | 2007-12-20 | |
| Comment | 8.610 | Brendan Kyne | Likes the uranium sector, but longer term. 2009/2010 will be the timeframe when uranium prices will start to uptick again. Speculative money has come out of uranium so stock prices have dropped. This company is completely unhedged and in the next 2/3 years it should do quite well. | 2007-12-17 | |
| BUY | 9.320 | Alex Ruus | Thinks that some of the big cap uranium stocks such as Cameco (CCO-T), Uranium One (UUU-T) and Denison (DML-T) are Buys at this point. They are all looking pretty interesting and the valuations are looking quite attractive. It will be volatile, but good long-term plays. | 2007-12-13 | |
| BUY | 9.500 | Michael Smedley | (Market Call Minute.) Uranium ought to get better. | 2007-12-12 | |
| BUY | 8.900 | David Driscoll | Uranium. Because it is a riskier stock, his weighting is only about 1/4. Had 2 problems including production cuts as well as a shortage of assets in Kazakhstan in one of their new mines. He purchased this with a long-term expectation of 10 to 15 years. Still likes. | 2007-12-06 | |
| DON'T BUY | 8.820 | Robert Lauzon | Trimmed about half of his position at around $13 when the Kazakhstan government decided to enact legislation to allowing them to change natural resource law. That was on an oil/gas field. Since then, company has reduced its guidance on production by over 40% in 2008. Management has to prove them selves. | 2007-11-29 | |
| DON'T BUY | 9.000 | Jean-Francois Tardif | The outlook for uranium is extremely bullish. Everybody is delaying production for uranium. Not one of his favourites. | 2007-11-19 | |
| BUY | 8.540 | Lesley Marks | Had some production shortfalls. In spite of the fact that most uranium companies have performed quite well over the last month or so, this one has not. At a riskier stage as a producer. Most of the bad news is probably behind it now, but they still have to digest their acquisitions. Feels uranium will trade slowly upwards. | 2007-11-15 | |
| Comment | 8.270 | Robert Floyd | A lot of the uranium stocks have had problems regarding permitting and production issues. This one has had a few production problems. We'll have a better idea after the close as to what steps the company is taking. Prefers others. | 2007-11-14 | |
| Comment | 8.230 | Bill Carrigan | Uranium was a commodity where everybody wanted to be. The party for this one ended when it's trendline was broken in May. Looks like it may have had an A, B, C correction, so if you are a trader you could possibly enter it at this point. Long-term investors should wait and let it form a base. | 2007-11-13 | |
| DON'T BUY | 10.490 | Veronika Hirsch | Good management team, bad jurisdiction. Doesn't like Kazakhstan and wouldn't own anything in here. Also doesn't like that the government has the right to renegotiate existing contracts.. | 2007-10-31 | |
| DON'T BUY | 12.160 | Michael Sprung | Going to see more volatility in sector going forward. Not an inexpensive stock. Well internationally diversified. Speculative play at current price. Doesn’t have solid fundamental evaluation underpinnings at this point. | 2007-10-26 | |
| WEAK BUY | 12.160 | Brooke Thackray | Christmas is a good time to buy uranium. It will drop off around May like other commodities. Doing well because of green reasons. Long term uranium is fantastic. | 2007-10-26 | |
| BUY | 11.830 | Bruce Campbell | Is a good entry point. They have nicely bounced here lately. | 2007-10-24 | |
| Comment | 10.400 | Robert Floyd | Recent spot price of uranium was $75, a reduction of about $10. Long-term contracts are old currying around $95. Thinks there will be a move back in the overall uranium price. This company has some production coming on stream. Permitting on this kind of stock is very long. | 2007-10-12 | |
| Comment | 11.710 | Brian Acker, CA | He has a model price of $23.30, a 92% positive differential. Earnings estimates are coming down appreciably and probably reflect the uranium price. | 2007-10-10 | |
| Comment | 13.240 | Ron Meisels | Went from $3 to $18, but eventually the price dropped below the 200-day moving average. There was a selloff that broke below the support level. The volatility index is negative on it. At this stage, there could be a rally up to the $15 level, which would be a very important point to stop and look at it again. | 2007-09-27 | |
| BUY | 12.250 | Brendan Kyne | Feels the sell-off of uranium is now over. Stocks have started to move up. Would own larger companies that are more liquid such as Denison (DML-T) and Uranium One (UUU-T) Both have a very open hedge policy and realize close to spot prices. Production is expected to double over the next 1 to 2 years. | 2007-09-24 | |
| WEAK BUY | 12.150 | Brian Acker, CA | 82% positive differential. Balance sheet is getting bigger. Looking attractive. Used to own. | 2007-09-20 | |
| HOLD | 12.400 | Derek Webb, CFA | No ownership of Uranium right now. Got out during rollover. Stocks are very washed out. Very bullish on Uranium. India and China are adopting nuclear energy. Sit on them. Waiting for positive momentum to pick up. | 2007-09-19 | |
| HOLD | 11.000 | Michael Smedley | One of the few uranium producers. Located in Namibia and hopefully in Malawi later. Made an acquisition in Kazakhstan. Should do well in the US as well. He is bullish on uranium. | 2007-09-10 | |
| Comment | 11.500 | Robert Floyd | Uraniums have come back dramatically. This company has a lot of exploration. Trying to bring a number of mines on stream this year. A strong cash flow reduces volatility. Good time to be sharpening your pencil and taking a good hard look at some entry po | 2007-09-06 | |
| HOLD | 11.400 | Bill Carrigan | This sector has collapsed. Once the stock market gets weak, investors get nervous about concept stocks. Hold for a rally and reduce during the rally. Do not average down. | 2007-08-20 | |
| DON'T BUY | 10.060 | Peter Hodson | He doesn't like it. Too much paper and euphoria going on. The comodity itself is rock solid, but on the stock side, a lot of the buyers are on strike. | 2007-08-17 | |
| HOLD | 10.800 | Michael Smedley | Doesn't think it has bottomed yet. Thinks there will be more decline in the spot price. This is a seasonal thing. One of the best. He is very bullish on uranium longer-term. | 2007-08-09 | |
| HOLD | 11.850 | Michael Smedley | One of the near producers of uranium. Doing some great acquisitions. Probably one of the best outside of the Athabascan basin. | 2007-08-03 | |
| Comment | 11.840 | Chyanne Fickes | All the uranium stocks have been decimated because of the uranium price decline. Really won't know what this company can do until the acquisition is completed later this month. | 2007-08-02 | |
| DON'T BUY | 12.680 | Bill Carrigan | Chart shows a rising wedge, which indicated the breakdown. Thinks the money will flow from the smaller plays to the larger plays. | 2007-07-30 | |
| BUY | 11.830 | Brian Acker, CA | His model price is $20. That's a 74% positive differential. They are making an acquisition of another company, so the balance sheet may change. | 2007-07-27 | |
| PARTIAL BUY | 12.640 | Brendan Caldwell | Uranium has come off quite substantially in the last several months. Looking out many years ahead, our options for energy are very limited and we will be weaning ourselves away from Mideast oil. Would recommend you accumulate a little bit at a time, which will give you a good average cost. | 2007-07-24 | |
| DON'T BUY | 14.030 | Norman Levine | This is a gamble on the price of uranium. | 2007-07-18 | |
| DON'T BUY | 15.230 | Robert Floyd | Uranium is trading in the $135 level and had peaked around $140. Demand for uranium is not quite as strong as they thought it was so there could be opportunities for the commodity to pull back. Wait for a pull back. | 2007-07-12 | |
| TOP PICK | 13.540 | Robert Lauzon | Becoming the second largest producer in the world. Is in Kasistan, South Africa and the US. Kasistan is the risk. They've paid as high as $15. | 2007-06-28 | |
| Comment | 0.140 | Michael Smedley | One of the more successful uranium juniors. Moving into production.Uranium is in a state of pause. | 2007-06-27 | |
| STRONG BUY | 14.000 | Brendan Kyne | They are on an acquisition trail. Have increased production significantly. Most of their production is unhedged. | 2007-06-25 | |
| DON'T BUY | 14.330 | David Burrows | Was recently stopped out of the stock. Made a couple of acquisitions that they are digesting and this will take some time. | 2007-06-22 | |
| DON'T BUY | 14.650 | Jean-Francois Tardif | Uranium stocks are not acting very well since the first of the year. They are acquiring Energy Metals (EMC-T) with shares. Whenever this happens, global arbitragers short the acquisitor and buy the other. | 2007-06-21 | |
| Comment | 15.050 | 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 | |
| BUY | 14.960 | John Zechner | There were some worries on the evaluation of their acquisition of a metals/uranium company. Has pull back a bit. Uranium market still looks good in the short-term. When the price turns down, you will have to be very nimble to get out in time. | 2007-06-18 | |
| BUY | 14.510 | Ron Meisels | The bigger the base, the higher the space. This has a big base, and when it pulled back it pulled back to it's 200 day moving average.
It's right at support and this is a good place to get in. Even at $13. | 2007-06-13 | |
| SPECULATIVE BUY | 14.460 | Charles Lannon | Have a lot of near term production based on brown field assests, so there isn't a lot of exploration risks.
Management is good.
Good entry point for this, but it's a risk stock because it's in uranium. | 2007-06-07 | |
| BUY | 14.460 | Brian Acker, CA | 33.4% positive differential
They have a 5% position on SXR-T.
| 2007-06-07 | |
| HOLD | 16.380 | Pat McHugh | Has been soft lately. Wouldn't average down at this time. | 2007-05-28 | |
| BUY | 16.120 | Brian Acker, CA | Uranium stocks are probably the most overvalued category. This one has a model price of $17.11, a positive 6% differential. | 2007-05-24 | |
| TOP PICK | 15.400 | Dennis Dasilva | One of the premier emerging intermediates. Probably the only one that is growing that could become the next Cameco (CCO-T). Likes the growth profile. Top notch team. The UrAsia (UUU-X) acquisition was a key one. Wouldn't buy on weakness. | 2007-05-17 | |
| SPECULATIVE BUY | 15.900 | David Burrows | Uranium is volatile now but is probably heading higher. He likes, but warns it will be a volatile and you need to watch you exit points. | 2007-05-16 | |
| BUY | 16.760 | Brendan Kyne | The merger with UrAsia (UUU-X) is a big enough producing asset to be of interest for Cameco (CCO-T) or Areva (private French company). | 2007-05-10 | |
| BUY | 17.290 | Alex Ruus | There are a lot of uranium supply/demand issues in the next several years. Longer term, he is not quite as bullish as others. This would be one of the better names to be in. Will have earnings and cash flow in the near term. | 2007-05-07 | |
| Comment | 16.690 | Don Vialoux | The stock is a reflection of what's happening to the price of uranium. Involved in the consolidation of uranium properties. | 2007-05-05 | |
| BUY | 16.810 | Derek Webb, CFA | Thinks Uranium in general is going to go a lot higher. Go Long. | 2007-05-03 | |
| STRONG BUY | 16.810 | Derek Webb, CFA | One of their top buy positions. Will be one of the biggest producers in the world.Great entry point. | 2007-05-03 | |
| Comment | 16.750 | Gavin Graham | Very nice set of properties, some of which may already be in production. Could be some political risk. | 2007-04-23 | |
| BUY | 17.240 | Brendan Kyne | Merging with UrAsia (UUU-X), which will make it the 2nd largest Canadian based uranium producer. Will be a very good story. Expect it may inter-list on the US exchanges. | 2007-04-11 | |
| BUY | 17.950 | 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. Just acquired UrAsia (UUU-X). Diversifies the company geographically and gives them the In Situ Leach mining technology. | 2007-04-05 | |
| HOLD | 15.920 | Robert Lauzon | Diversifying. Acquired UrAsia (UUU-X), which gives them a footprint in Kazakhstan. Some political risks, but this country is really the swing producer in uranium where most of the uranium will be mined. Acquiring a uranium mill in the US. | 2007-03-30 | |
| SELL | 15.820 | Brendan Kyne | Acquired UrAsia (UUU-X), which will create some synergy issues. Will take a bit of time. You can probably do better elsewhere in the meantime. (See his Top Picks) | 2007-03-28 | |
| BUY | 16.340 | Kyle McKay | A near-term uranium producer. With their recent merger with UrAsia Energy (UUU-X), it will be the next emerging senior. Have no hedges. | 2007-03-19 | |
| BUY | 16.110 | David Cockfield | Uranium. Likes its locations of South Africa and Australia. | 2007-03-15 | |
| DON'T BUY | 16.500 | Brian Acker, CA | Looking at consensus earnings, he shows negative earnings. His model price is $9.76. Negative 40.5% differential. | 2007-03-09 | |
| BUY | 16.500 | Greg McCoach | A “go to” company with the background and experienced management. With the higher uranium prices, they will do well. | 2007-03-08 | |
| DON'T BUY | 15.750 | Gavin Graham | Uranium. Merger with UrAsia Energy (UUU-X) will make it the 2nd biggest producer in the world. With the meltdown in uranium stocks and other material stocks, this may not be the best time. Would prefer Cameco (CCO-T), which is allied due to the flooding at Cigar Lake. | 2007-03-06 | |
| BUY | 15.750 | Bruce Campbell | In uranium, you want to own those that are currently producing or are on target to produce. | 2007-03-06 | |
| HOLD | 17.680 | Michael Smedley | This is a company that is actually getting very close to producing uranium in South Africa. | 2007-02-22 | |
| BUY on WEAKNESS | 14.530 | Robert Floyd | Some of the uranium stocks have gotten a little ahead of themselves and need to consolidate here. Have 5 potential mines, some operating, so it's a good candidate going forward, but would like it $1.50 lower. | 2007-02-13 | |
| DON'T BUY | 14.790 | Robert Cohen B.A.Sc., MBA, CFA | Merging with UrAsia Energy (UUU-X), which will be a very large uranium company. He was never comfortable with UrAsia stock because it is in Kazakhstan. Not happy with this deal. | 2007-02-12 | |
| BUY | 15.550 | Veronika Hirsch | Good holding in uranium. Expects it to do very well. This and Paladin(PDN-T) she would consider as her blue-chip uranium stocks. | 2007-02-07 | |
| BUY | 15.100 | 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 | |
| HOLD | 13.880 | Robert Floyd | Outlook for uranium is still quite strong. Feels that uranium stocks are a little ahead of themselves. Expect they will settle back a little bit before they have another run. | 2007-01-19 | |
| WATCH | 14.300 | Bill Carrigan | (See comments under “Uranium”. Wouldn't be overweight in this for a few months. | 2007-01-12 | |
| BUY | 13.080 | Charles Lannon | Stock has been whacked over the last couple of days and this is a pretty good entry point. | 2007-01-09 | |
| Comment | 14.400 | Peter Brieger | He is very keen on uranium. Doesn't know this company but is playing uranium through Uranium Participation (U-T). | 2006-11-29 | |
| BUY | 14.320 | Arthur Heinmaa | One of the few companies that are poised to bring uranium onto the market. Recently signed a contract where the uranium supply is going to be at spot prices, but with an escalating floor. Believes that uranium will continue going up. | 2006-11-23 | |
| BUY | 13.640 | Michael Smedley | They are close to production and are buying more assets in the northern US. | 2006-11-22 | |
| DON'T BUY | 13.300 | Robert Floyd | Spiked in Oct/Nov. Uranium stocks got re-valued higher when the Cigar Lake mine of Cameco (CCO-T) was flooded. Looking at supply constraints coming into that industry, uranium outlook is extremely strong. He is looking for a short-term over-valuation pullback. If you own, consider taking some profits. | 2006-11-13 | |
| BUY | 13.450 | David Driscoll | An Australian Uranium company with assets in South Africa and Australia. They are about to come into production. Speculative. | 2006-11-09 | |
| BUY | 0.730 | Bruce Campbell | Have recently added a couple of projects. Uranium prices should stay high for the next year or two. | 2004-11-15 | |
| BUY | 1.030 | Bill Harris | The value for stock can go much higher than it is now. The stock can double its value. | 2004-08-27 | |
| WATCH | 1.390 | Peter Hodson | The market for uranium should be quite strong. Has done reasonably well, but not in a position to get the markets attention. | 2004-02-20 | |
Experts that have talked about Uranium One Inc.
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