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Jim Wallingford

 
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  • Kinross: Picking At The Carcass
    Thu, Oct. 30 KGC 24 Comments

    Summary

    • Kinross is being hit on two fronts: a falling gold price and Russian roulette.
    • A strong balance sheet and expense control make Kinross an attractive speculation.
    • Recently announced sale of Ecuadorean property adds more cash.
  • Junior U: Is Laramide Going To Graduate?
    Tue, May. 27 LMRXF 4 Comments

    Summary

    • Laramide Resources is a junior exploration company with several attractive properties in Australia and the U.S. In the next year or so, small-scale U.S. production could boost the stock.
    • Its Westmoreland project in Australia is a large-scale holding with compelling economics but is still in the early stages of development.
    • If the price of uranium begins to rise, Laramide could be one of the big winners given its low value today.
  • Paladin Energy: Off The Critical List
       • Fri, Apr. 4 PALAF 2 Comments

    Summary

    • Paladin's liquidity has become stronger.
    • Closing a money-losing mine, sale of a minority interest in another and re-negotiating loans buys more time.
    • With a rise in uranium's price late this year or early next, Paladin's leverage to the spot price could mean a double.
  • Energy Fuels: Miner Turned Broker
    Nov. 27, 2013 UUUU 25 Comments
  • Cameco: Size Matters
    Oct. 29, 2013 CCJ 12 Comments
  • Reverse Alchemy At Kinross
    Oct. 18, 2013 KGC 14 Comments
  • Ur-Energy's Longevity Brightens
    Oct. 8, 2013 URG 20 Comments
  • Paladin Energy: The 8 Million Pound Wounded Gorilla
    Aug. 18, 2013 PALAF 25 Comments
  • UR-Energy Is Living On Plastic
    Aug. 13, 2013 URG 17 Comments
  • UR-Energy: Uranium's Death Is Greatly Exaggerated
       • Jun. 25, 2013 URG 7 Comments