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Reports

ISR and Uranium-Evidence of Higher Readings

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RFC Ambrian’s review of In Situ Recovery (ISR) uranium mines has established that this is a highly attractive asset class regardless of the uranium price. Driving valuations in the sector are the recent inauguration of three emerging ISR producers and the potential for M&A activity. ISR is a technology that has had considerable success in mining global uranium sandstone-hosted deposits: it accounted for over 45%…

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Uranium: From North Korea with Love

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The Alchemist Issue 25 – Uranium:  Asian insatiable demand for uranium, inaction by America, fears over enrichment capability, and public concern over proliferation are as much issues faced by the uranium sector as they are topics related to last month’s nuclear weapons test by North Korea. The continued malaise of uranium equities appears to be in marked defiance of broadly…

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Tin: Solder On

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The Alchemist Issue 24 – Tin has a long history in our civilisation; it was used in the Bronze Age for its corrosion-resistant properties, and more recently for tin plating, tin cans and — especially — solder, which is its dominant application. The period between the early 1980s and early 2000s saw a decline in the price of tin, and subsequent…

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