Japan to Pump N$1 billion into Namibian Uranium
Japan Oil, Gas and Metals National Corporation (Jomec) has approved a U.S. $70 M (N$1 Billion) ’20 exploration budget on its Nova JV with Deep Yellow. The Nova…
Author: Tom Fahy
Notes on Upcoming Rössing Sale to CNUC
The Chinese are paying an initial U.S. $6.5 M for Rio’s 69% stake (36,222,566 lbs. U308) and up to an additional U.S. $100 M, contingent upon the mine’s…
$IAG : More Success at Nelligan Gold Project
Wide zones of mineralization extending to surface confirmed…
American Mineral Security Act Introduced
Our nation’s mineral security is a significant, urgent, and often ignored challenge. Our reliance on China and other nations for critical minerals costs us jobs, weakens our economic…
$DOLLF: Dolly Varden Releases an Updated Mineral Resource Estimate
Projected Market Cap Valuation at 10% Future Market Cap @ $24/oz. Ag $79,034,400 Future Market Cap Growth 589% Target $1.38/sh.
$GVZ : Low Volatility Begets…
More low volatility? Probably not for much longer…
Fahy Capital Management Uranium Book
NuChemICF Group: URANIUM SYMBOL NAME GLOBAL WEIGHTING DYLLF DEEP YELLOW LIMITED 5%
Sibanye-Stillwater: If We Had an Audience with Froneman, This is What We Would Say
We respect Neal Froneman and we respect his bold bets. His strategy is not a complex one: buy countercyclically. The Rustenburg, Acquarius and Stillwater deals were good ones,…
RNC Minerals: Nickel Pure-Play in the Making
RNC Minerals’ fully-permitted, shovel-ready, mammoth 9.75 Billion lb. Dumont Nickel Project (Projected AAP = 90 Mlbs) is one of our favorites and we have been taking advantage of market weakness…
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