Latest Releases and News

Uranium Sector Update with Mike Alkin and Tim Chilleri

Mike Alkin and Tim Chilleri of specialist uranium fund Sachem Cove Partners sit down with Andrew Weekly of SmithWeekly Research to breakdown key components to the uranium thesis. Mike and Tim discuss the broken supply chain and why the fundamentals point to a supply side problem that can only be solved with higher prices. They talk about what they see in the sector today, compelling fundamentals that don't require demand growth, and continued de-risking of the total uranium thesis as the supply chain continues to deteriorate. The event is posted on certain podcast feed services, on our website HERE as well as YouTube HERE

Posted: 20 FEB 2021

Coverage of Denison Mines

SmithWeekly presents our Equity Coverage Datasheet (ECD) for Denison Mines (NYSE:DNN). Denison is a premier Canadian uranium project devco & asset house that is our choice for devco exposure in Canada. Coverage was updated 12 FEB 2021 & original initiation in July 2015. Interested parties can obtain the datasheet HERE.

Posted: 15 FEB 2021

Coverage of Rio2 Limited

SmithWeekly presents our Equity Coverage Datasheet (ECD) for Rio2 Limited (TSXV:RIO). Rio2 is development exposure on near term construction and eventual cash flow from the Fenix gold project. We're convinced that this project will be built starting next year and that an attractive re-rating will occur as things progress. The Fenix project also has enough future scale to see attention from senior mid-tier producers. The team, led by Alex Black, did it before with Rio Alto Mining, therefore we have a capable operational team. The Fenix gold project is simple while having scale. Coverage was updated 01 FEB 2021 with original initiation in September 2018. Interested parties can obtain the datasheet HERE.

Posted: 09 FEB 2021

SmithWeekly Issues Year End Opportunities Letter

We've prepared our final letter for 2020, the November-December issue of Opportunities. We include discussion of various market items through to various updates, including our annual letter. We cover our recent recommendation alerts, new Equity Coverage Datasheets, the latest from SmithWeekly Media including new presentations and episodes from SmithWeekly Discussions.

Best wishes to all of our members in 2021, thanks for hanging with us and cheers to the new year ahead. You can get our letter HERE and you can sign up for SmithWeekly Opportunities, HERE.

Posted: 02 JAN 2021

Coverage of Orca Gold

SmithWeekly has released our Equity Coverage Datasheet for Orca Gold. Orca is a hidden gem in our portfolio that has all of the stars aligning for it as the Block 14 project in Sudan advances. We're convinced that this project will be built starting next year and that an attractive re-rating will occur as things progress. Coverage was updated 18 DEC 2020 with original initiation in March 2016. Interested parties can obtain the datasheet HERE.

Posted: 18 DEC 2020

Coverage of Energy Fuels

SmithWeekly has released our Equity Coverage Datasheet for Energy Fuels. We see the company as the premier U.S. uranium production capable company that fulfills U.S. producer exposure due to a number of key assets and advantages the company has over peers. Coverage was updated 14 DEC 2020 with original initiation in May 2017. Interested parties can obtain the datasheet HERE.

Posted: 14 DEC 2020

Coverage of Northern Dynasty Minerals

SmithWeekly has released our Equity Coverage Datasheet for Northern Dynasty Minerals, the developer of the Pebble copper-gold project in southwestern Alaska. Coverage was updated 18 Sep 2020 with original initiation in September 2015. Interested parties can obtain the datasheet HERE.

Posted: 06 OCT 2020

Coverage of Ivanhoe Mines

SmithWeekly has released our Equity Coverage Datasheet for tier-one project developer Ivanhoe Mines, updated 14 Sep 2020 with original initiation in July 2015. Interested parties can obtain the datasheet HERE.

Posted: 01 OCT 2020

Uranium Summit with John Borshoff and Dustin Garrow

Dustin Garrow of Nuclear Fuel Associates and John Borshoff of Deep Yellow Limited will be returning toward the end of 2020 for another installment of the Uranium Summit series. As part of the event, each guest will provide a presentation on a topic of their choice. After the presentations, a Q&A session will then commence on the general uranium sector. Please send your questions HERE. The event will be posted on our website as well as Youtube once it is completed. Prior Uranium Summit events can be seen HERE (2019) and HERE (2018)

Posted: 27 SEP 2020

Coverage of Deep Yellow

SmithWeekly has released our Equity Coverage Datasheet for uranium developer Deep Yellow, updated 25 Aug 2020 with original initiation in January 2017. Interested parties can obtain the datasheet HERE.

Posted: 24 SEP 2020

Coverage of Taseko Mines

SmithWeekly has released our Equity Coverage Datasheet for growth copper producer Taseko Mines, updated 28 Aug 2020 with original initiation in July 2019. Interested parties can obtain the datasheet HERE.

Posted: 18 SEP 2020

Coverage of Equinox Gold

SmithWeekly has released our Equity Coverage Datasheet for growth gold producer Equinox Gold, updated 20 Aug 2020 with original initiation in May 2016. Interested parties can obtain the datasheet HERE.

Posted: 17 SEP 2020

SmithWeekly to attend the 2020 AusIMM Online Uranium Conference

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SmithWeekly will be presenting at the upcoming AusIMM Uranium Conference, held online, between 30 June and 9 July 2020. More information about the event can be found HERE. Our presentation materials will be made available to members after the conference is completed.

Posted: 09 MAY 2020

Andrew Weekly, SmithWeekly, featured on FTMIG round table

Andrew Weekly joined Justin Huhn, Terry Papineau, Karl Boyd, and Jon Smith for a uranium round table discussion following Cameco 1Q2020 results conference. The discussion was organized by Follow The Money Investor Group (FTMIG). You can listen to the replay HERE.

Posted: 01 MAY 2020

Statement from SmithWeekly Research in response to Nuclear Fuel Working Group

We agree with many of the domestic stated initiatives now in progress resulting from the NFWG release, but a larger problem continues to persist that needs definitive direction at the highest levels of government. The report released today acknowledges the commercial reactor order book of Russia at $133 billion. This single nuclear nation order book by itself is sufficient evidence to conclude that a competitive capital base of at least this amount is needed as a starting point to rapidly re-deploy U.S. nuclear industry competitive advantage through our existing expertise across the business...Continued HERE.

Posted: 23 APR 2020

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