I’ve been looking for value opportunities among the wreckage today’s market left of uranium miners, including the hard hit Cameco (CCJ), Denison Mines (DNN), Uranium Energy (UEC), Uranium Resources (URRE), and Uranium One (TSE:UUU). There’s a steep learning curve, but I’ll try to post resources as I come across them.
To start, here’s a good explanation of the difference between resources and reserves, along with the subcategories: Resources Versus Reserves …A Minefield!
Also, for uranium pricing, this site seems to lead the field: Ux Consulting
[UPDATE] A reader shared this great resource: World Nuclear Association
If you have a good resource you’d like to share, email me here.