Smart Trade Insights
  • Business
  • Economy
  • Investing
  • Politics
Top Posts
Copper Soars to All-Time High as Trump Unveils...
Radisson Announces Positive Preliminary Economic Assessment for O’Brien...
Triumph Gold
Sranan Gold Provides Progress Update on Drilling Campaign...
Maritime Resources
Completion of Tranche 1 Equity Placement & Cleansing...
5 Silver Stocks With Dividends
Placement Shares Issued & Drilling Approval Expected August
Drilling recommences at Yunndaga
Mark O’Byrne: Gold, Silver Prices Going Much Higher...
  • Business
  • Economy
  • Investing
  • Politics

Smart Trade Insights

Investing

Fund Managers: “Highly Constructive” on Uranium Price, Stocks We’re Focusing on Now

by admin September 25, 2024
September 25, 2024
Fund Managers: “Highly Constructive” on Uranium Price, Stocks We’re Focusing on Now

Keith Watson and Rob Crayfourd, co-fund managers at the Geiger Counter Fund, shared their outlook on uranium supply, demand and prices, plus which companies they think have the most potential moving forward.

While acknowledging the recent price pullback, the experts said the sector’s long-term outlook is positive.

‘Ultimately we’re at the very start of what we expect to be a longer-term imbalance in supply vs. strong demand, and therefore a very healthy price outlook for the sector,’ Watson explained during the interview.

When asked about the Geiger Counter Fund’s focus, Crayfourd highlighted the Athabasca Basin in Saskatchewan, Canada, saying it’s a tier-one jurisdiction that’s home to a slew of strong uranium assets.

‘We think that those projects, particularly Canadian assets that are uncontracted and able to participate in the upside that we see in the market going forward, are best placed,’ he noted. The fund has a heavy weighting toward NexGen Energy (TSX:NXE,NYSE:NXE), Fission Uranium (TSX:FCU,OTCQX:FCUUF) and IsoEnergy (TSX:ISO,OTCQX:ISENF).

Watson added that it also has exposure to US companies with small but reasonable production profiles that are in the process of starting or restarting output, as well as leverage via stocks with slightly higher-cost deposits.

Watch the interview above for more of their thoughts on uranium stocks, as well as the outlook for the commodity.

Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.

This post appeared first on investingnews.com

previous post
Sarama Resources Updates on Progress of Cosmo Gold Project Acquisition
next post
Zodiac Gold Announces AGSM Results and Completion of Previously Announced Shares for Debt Settlement

You may also like

Keith Weiner: Key Gold Price Driver Has Changed...

October 25, 2024

Purepoint Completes Initial Drill Program Along Groomes Lake...

May 23, 2025

Trident Royalties PLC Announces Holding in Company

August 17, 2024

CSE Bulletin: Suspension – Green River Gold Corp.

April 2, 2025

Tech 5: OpenAI Closes on US$6.6 Billion in...

October 5, 2024

Top 5 Canadian Mining Stocks This Week: Tag...

April 26, 2025

Canadian Investment Regulatory Organization Trade Resumption – AUMB

June 25, 2025

Group Eleven Resources: High-grade Zinc-Lead-Silver, Germanium Discovery in...

November 9, 2024

Cardiol Therapeutics Announces Closing of US$13.5 Million Public...

October 11, 2024

High Grade discoveries with enriched MREOs at Agostinho...

February 5, 2025

    Fill Out & Get More Relevant News


    Stay ahead of the market and unlock exclusive trading insights & timely news. We value your privacy - your information is secure, and you can unsubscribe anytime. Gain an edge with hand-picked trading opportunities, stay informed with market-moving updates, and learn from expert tips & strategies.

    Recent Posts

    • Copper Soars to All-Time High as Trump Unveils 50 percent Tariff on Imports

      July 10, 2025
    • Radisson Announces Positive Preliminary Economic Assessment for O’Brien Gold Project

      July 10, 2025
    • Triumph Gold

      July 10, 2025
    • Sranan Gold Provides Progress Update on Drilling Campaign at the Tapanahony Gold Project in Suriname

      July 10, 2025
    • Maritime Resources

      July 10, 2025
    Promotion Image

    banner ads

    Categories

    • Business (760)
    • Economy (829)
    • Investing (2,378)
    • Politics (737)
    • Privacy Policy
    • Terms & Conditions

    Disclaimer: smarttradeinsights.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.


    Copyright © 2025 smarttradeinsights.com | All Rights Reserved