Podcasts about paladin energy

Wall Street re-entered sell off mode on Friday after President Trump threatened tariffs on the EU, which on Saturday turned to reality with a 50% tariff announced on the region set to come into effect from June 1. The Dow Jones lost 0.61% on Friday, the S&P 500 fell 0.67% and the tech-heavy Nasdaq ended the day down 1%.Apple shares fell 3% on Friday after Trump posted on Trump social that iPhones sold in the US must be made in the US and if they are not, a tariff of at least 25% must be paid by Apple.In Europe on Friday, markets closed lower amid threats of U.S. tariffs and on the back of corporate earnings results being released in the region. The STOXX600 fell 1%, Germany's DAX and the French CAC each lost 1.6%, and, in the UK, the FTSE100 ended the day down 0.2%.Across the Asia region on Friday, markets closed mixed as investors digested a slew of economic data released in the region. Japan's Nikkei rose almost half a percent, South Korea's Kospi index closed flat, while Hong Kong's Hang Seng and China's CSI index also each closed flat. Japan's core inflation rose to 3.5% in April boosted by surging rice prices and the BoJ pausing the assess tariff implications. Singapore's inflation for the same period came in at 0.7%, slightly higher than markets were expecting.Locally to end the last trading week, the ASX200 posted a second weekly gain as a pullback in bond yields and the outlook for further rate cuts out of the RBA boosted investor sentiment. On Friday, the ASX200 ended the session up 0.15% driven by a rally for tech and energy stocks.Uranium stocks surged on Friday on reports Trump will sign an executive order to ease the regulatory process for new nuclear reactors and enhance supply chains in attempt to ease dependence on China and Russia for uranium supplies and production. Boss Energy rose 12.82%, Paladin Energy climbed 7.02%, and Deep Yellow ended the day up 9.13%.What to watch todayOn the commodities front this morning, oil is trading 0.54% higher at US$61.53/barrel, gold is up 1.76% at US$3358/ounce and iron ore is down 0.08% at US$99.81/tonne.The Aussie dollar has strengthened against the greenback to buy 64.91 U.S. cents, 92.47 Japanese Yen, 47.97 British Pence and 1 New Zealand dollar and 8 cents.Ahead of Monday's trading session in Australia the SPI futures are anticipating the ASX will open the day down 0.36%.Trading ideasBell Potter has slightly lowered the 12-month price target on Duratec (ASX:DUR) from $1.95 to $1.80 and maintain a buy rating on the leading Australian infrastructure contractor following the company's release of a trading update outlining FY25 revenue guidance and EBITDA lower than previously expected attributed to delays in project awards and weather disruptions.Trading Central has identified a bearish signal on APA Group (ASX:APA) following the formation of a pattern over a period of 32-days which is roughly the same amount of time the share price may fall from the close of $8.13 to the range of $7.55 to $7.65 according to standard principles of technical analysis.

Interview with Dev Randhawa, Chairman & CEO of F3 Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-high-grade-jr-zone-exploration-continues-with-5m-program-in-2025-6716Recording date: 16th April 2025F3 Uranium has announced a significant new uranium discovery in Canada's Athabasca Basin, featuring 33 meters of mineralization with radiation counts exceeding 37,000 CPS (counts per second). This discovery represents the company's fourth major find in the region and is approximately 50% larger than their previous JR zone discovery, which spans 22 meters.CEO Dev Randhawa explained the significance of the find: "We found 23 meters of highly radioactive material and in it there were parts over 37,000 counts per second. So we know we've hit something. The mineralization is over 33 meters and JR zone is only 22 meters."Located at a depth of approximately 400 meters, the new discovery is situated about 56 miles from the Triple R and Arrow deposits being developed by Paladin Energy and NexGen Energy. This positioning is considered favorable compared to competitors' projects at 800 meters or deeper.Randhawa highlighted the unique aspects of uranium exploration, noting that unlike gold or copper, uranium discoveries can be immediately identified through physical characteristics. "The unique thing about uranium drilling is you don't need assays to know if you've hit something. When you first look at it, you can smell it. It's a bad smell. It's black pitch blend."Despite the significance of the discovery, market reaction has been muted, which Randhawa attributes to broader uncertainties around uranium tariffs and geopolitical factors. "I just think the time we're in right now... the bigger issue is that the tariffs, people have this idea first of all overall market is spooked."F3 Uranium is financially well-positioned with approximately $17 million in cash and is considering additional fundraising to support exploration through the summer. The company plans to drill additional holes to confirm findings before the seasonal "breakup" period when thawing conditions temporarily halt exploration.The company operates on a clear business model of discovering uranium deposits, developing them to a certain stage, and then selling them to larger mining companies. This strategy has proven successful multiple times, with Randhawa noting: "We're not in the business of mining. We find it and sell it."Amid growing demand for nuclear power from traditional utilities and tech companies like Microsoft and Amazon, Randhawa emphasized the fundamental supply-demand imbalance in the uranium market, making this discovery particularly timely. "We need lots of power, and there's nothing cleaner than nuclear power."View F3 Uranium's company profile: https://www.cruxinvestor.com/companies/f3-uranium-corpSign up for Crux Investor: https://cruxinvestor.com

With tariffs expected on Australian agricultural products, could companies like AACo or Graincorp suffer on the market? MARKET WRAP: ASX200: up 1.04% to 7,925 GOLD: $3,160 US/oz BITCOIN: $133,689 AUD Every sector finished in the green, with Real Estate up by more than 2%. Homebuilder AV Jennings rose by 8.3% to 65 cents after it accepted a $365 million takeover bid from an American real estate company. Goodman gained 2.7%, Stockland rose 2.2% and Charter Hall lifted 3.7% Southern Cross Electrical Engineering sold for $53.5 million, up 9.6%. BHP gained 1.8%, Woodside rose 1.7% and QBE lifted 1.9%. Paladin Energy dropped another 5.7% to $4.82 and is now down more than 26% over the last week Tower fell by 10.4% after Bain Capital sold more than 68 million shares it held in the insurer. Sigma healthcare was more than 1% lower, with James Hardie also falling back by 3.9%. CURRENCY UPDATE: AUD/USD: 62.46 US cents AUD/GBP: 48.4 pence AUD/EUR: 57 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Wall Street closed lower on Friday as hotter-than-expected personal spending inflation data and US trade policy uncertainty dampened investor sentiment. The Dow Jones fell 1.7% on Friday, the S&P 500 lost 1.97% and the tech heavy Nasdaq ended the day down 2.7%.On Friday U.S. core personal consumption expenditures price index came in hotter-than-expected for February with a rise of 2.8% and 0.4% MoM indicating persistent inflation across consumer spending.Over in Europe on Friday, markets in the region closed lower as global market sentiment declines on trade and tariff uncertainty. The STOXX 600 fell 0.77%, Germany's DAX and the French CAC each lost 1%, and, in the UK, the FTSE100 ended the day flat.Across Asia on Friday, Trump tariff threats continue to keep investors on edge in the region which led to a negative day across the board on Friday. Japan's Nikkei lost 1.8%, South Korea's Kospi index ended the day down 1.9%, Hong Kong's Hang Seng fell 0.65% and China's CSI index ended the day down 0.44%.Locally to end the week the ASX edged 0.2% higher to end a volatile trading week as Trump's tariffs cloud economic outlook on a global scale. Despite the turbulence, the ASX200 posted a 0.6% gain for the trading week last week as a 2.55% rally for the financial sector and 2% gain among energy stocks offset weakness among the rate sensitive sectors of REIT and Tech stocks.Packaging group Orora took the biggest hit on Friday with an 8% decline after the French Competition Authority announced a review into industry-wide anticompetitive practices, which includes into Saverglass, a European bottle maker that Orora acquired in 2023.Paladin Energy fell a further 4.1% on Friday after the uranium producer retracted its 2025 production guidance due to unseasonably heavy rainfall in Namibia in recent times, which is where Paladin's Langer Heinrich mine is located.What to watch today:Ahead of Monday's trading session here in Australia, the SPI futures are anticipating the ASX will open the day down 1.13%.On the commodities front this morning oil is trading 0.8% lower at US$69.36/barrel, gold is up 0.94% at US$3084.35/ounce and iron ore is up 0.07% at US$102.43/tonne.The Aussie dollar has weakened against the greenback to buy 62.80 US cents, 94.27 Japanese Yen, 49.03 British Pence, and NZ$1.11.Trading Ideas:Bell Potter has decreased the 12-month price target on Pro Medicus (ASX:PME) from $330/share to $280/share and maintain a buy rating on the leading medical imaging company after Bell Potter's analyst completed a review into the timing of new contract installations and their subsequent impacts on revenue over the coming years. The downgrade in PT is due to downgrades in FY25 and FY26 EPS expectations from the analyst following the review into the contract installations.And Trading Central has identified a bullish signal on Telstra Group (ASX:TLS) following the formation of a pattern over a period of 17-days which is roughly the same amount of time the share price may rise from the close of $4.23 to the range of $4.31 to $4.35 according to standard principles of technical analysis.

The market has snuck into positive territory today but only slightly following a mostly flat performance. Laura and Stevie reflect on the recent correction that the market has seen and the rebound that followed, continue the discussions around tariffs, and look at the mixed performance across the sectors. Paladin Energy caught attention as did Aurora Innovation, and they look at what could move markets in the days ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX 200 got close to cracking through the 8000 point mark, as better inflation numbers suggested again that rate cuts could be on the way. MARKET WRAP: ASX200: up 0.71%, 7,999 GOLD: $3,029 US/oz BITCOIN: $139,581 AUD Commbank up 1.1%, Westpac rising 1.2%, NAB picking up 0.7%, and ANZ jumping almost 3%. Brent Crude oil has steadily been rising in price, up over $73 US a barrel and helping the local energy sector. Santos rose 1.7%, while Woodside was up 0.4%. Vulcan rose 12.8% to $5.36 after one of its projects was listed as crucial for the European Commission’s critical minerals supply. Paladin Energy fell 11.6% to $5.65 after it pulled back on its guidance following heavy rainfall in its Namibian mine The half year results for telco Tuas showed a profit of $3 million, with shares down 7.5% to $5.80. CSL down 1.5%, Ramsay Health Care down 1.3% CURRENCY UPDATE: AUD/USD: 63.20 US cents AUD/GBP: 49.0 British pence AUD/EUR: 58 Euro cents AUD/JPY: 95 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Despite a turbulent session the market is in positive territory today which after the improvements of yesterday has set us up for the best week of the year. Laura and Stevie discuss the performance of international markets overnight amid the ongoing trade uncertainty and look at the local market with Coles and Woolworths pushing consumer staples higher after the ACC’s investigation into price gouging. They discuss the stocks that caught attention today including Premier Investments and Paladin Energy, and look to the week ahead with a substantial amount of dividends set to be paid out. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

In the US on Tuesday stocks recovered after the sharp sell-off following the emergence of China's DeepSeek AI model that offers a lower cost alternative to the billions the US is spending in the AI space. The Nasdaq rallied 2.03%, the S&P500 climbed 0.92% and the Dow Jones ended the day up 0.31%. The DeepSeek AI sell-off on Wall St was due to social media buzz over the weekend around the Chinese startup unveiling a free open-source large language model of AI that it says took less than $6 million to build.In Europe overnight, markets in the region also mostly rebounded on Tuesday in the in the wake of the global AI sell-off that spread through global markets on Monday. The STOXX 600 rose 0.5%, Germany's DAX added 0.7%, the French CAC fell 0.12% and, in the UK, the FTSE100 ended the day up 0.35%.Across the Asia region overnight, markets closed mixed as the AI-sell off continued to spread throughout the region. Japan's Nikkei extended losses for a second session with a loss of 1.4% on Tuesday as China's AI advancements threaten to challenge the US dominance in the space which flows through to countries like Japan who form a key part of the US AI-chip supply chain, while Hong Kong's Hang Seng rose 0.14%, and South Korea's Kospi Index ended the day up 0.85%.The local market closed the first trading session of the week down 0.12% as fears of China's AI rival DeepSeek taking power on the AI front dampened investor sentiment to start the holiday shortened trading week.The datacentre, AI and broad tech rally of the last year took a sudden halt yesterday with local darlings in the sector like Goodman Group, and NextDC each falling over 6% amid the emergence of China's DeepSeek AI rival and overvaluation fears in the sector.The DeepSeek fear-based sell-off expanded into the uranium space, sending Paladin Energy and Boss Energy down over 10% each as investors fear less uranium will be needed to fuel nuclear power for the global AI revolution.Sigma Healthcare rose over 12% yesterday after the Chemist Warehouse merger partner reported a strong trading update from Chemist Warehouse for the first half of FY25 including record sales, up 13% on the PCP, margin expansion through cost management and the opening of 19 new stores in the half. Sigma is set to merge with the discount chemist retail giant next month.What to watch today:Ahead of the midweek session the SPI futures are anticipating the ASX will open the day up 0.43% tracking Wall Street's rebound on Tuesday so far.On the commodities front this morning oil is trading 0.01% lower at US$73.17/barrel, gold is up 0.6% at US$2757.72/ounce and iron ore is flat at US$101.34/tonne.The Aussie dollar has slightly weakened against the greenback to buy US$0.62, 97.19 Japanese Yen, 50.22 British Pence, and NZ$1.10.Trading Ideas:Bell Potter has slightly increased the 12-month price target on Bellevue Gold (ASX:BGL) from $1.90 to $2.00 and maintain a buy rating on the gold producer. Despite weaker 2Q production leading to a FY25 guidance downgrade, the analyst sees upside to the share price from continuing improvement in production and cost performance in ongoing production ramp-up and expansion, strong gold prices and near-mine exploration programs.And Trading Central has identified a bullish signal on Accent Group (ASX:AX1) following the formation of a pattern over a period of 37-days which is roughly the same amount of time the share price may rise from the close of $2.38 to the range of $2.75 to $2.85 according to standard principles of technical analysis.

In the US today on Wednesday the Trump 2.0 fuelled rally extended into the midweek session, sending the S&P500 to a fresh all-time high, up 0.61%, while the Dow Jones rose 0.3% and the Nasdaq ended the day up 1.28%. Strong corporate earnings results are also fuelling the strength in equities with Netflix jumping over 9% after surpassing 300 million paid memberships inQ4, while Procter & Gamble added nearly 2% on earnings topping expectations.In Europe overnight, markets closed mostly higher on strong corporate earnings results in the region which boosted Germany's DAX to an all-time high again on Wednesday with a gain of 1.01%. The French CAC rose 0.86%, but, in the UK, the FTSE 100 ended the day down just 0.04%. Sportswear giant Adidas rose 6% on the German index on Wednesday after sales grew by 19% in Q4 results.Across the Asia region on Wednesday markets closed mixed led by China's CSI index falling 0.93% as President Trump signalled his plans to impose a 10% tariff on China. Hong Kong's Hang Seng also fell 1.72% on Wednesday while South Korea's Kospi index rose 1.15%, and Japan's Nikkei ended the day up 1.58%.The local market closed the midweek session 0.33% higher, extending on Tuesday's gains as 7 of the 11 sectors ended the day higher. Our big miners came under pressure yesterday though after US President Donald Trump said he was considering a 10% tariff on China which Australia is reliant on for key commodity trade.Technology shares rose on Wednesday after Netflix posted its biggest quarterly subscription gain ever in afterhours trade in the US, fuelling investor hopes for broad growth in the tech sector on an earnings front.Woodside shares fell almost 2% yesterday after the oil and gas producer released the most recent quarterly results including production falling 3% due to weaker seasonal demand.Bub's Australia soared 22.5% on Wednesday after the infant formula producer reported a sharp turnaround in 1H earnings with the company achieving EBITDA of $2.9m following a $6.8m loss in the PCP.What to watch today:Ahead of Thursday's trading session here in Australia the SPI futures are anticipating the ASX will open the day down 0.35%.On the commodities front this morning, oil is trading 0.1% higher at US$75.97/barrel, gold is up 0.48% at US$2757/ounce and iron ore is flat at US$101.21/tonne.The Aussie dollar has further strengthened overnight to buy US$0.62, 98.29 Japanese Yen, 50.76 British Pence and NZ$1.11.Trading Ideas:Bell Potter has increased the 12-month price target on Paladin Energy (ASX:PDN) from $10.50 to $10.70 and maintain a buy rating on the uranium producer following the release of a second quarter update including operational gains at its Langer Heinrich Mine in Namibia with production of 640 thousand pounds which beat BPe and C1 costs of US$42.3/pound which fell below BPe which was a welcome result.And Trading Central has identified a bullish signal on Perseus Mining (ASX:PRU) following the formation of a pattern over a period 85-days which is roughly the same amount of time the share price may rise from the close of $2.83 to the range of $3.25 to $3.35 according to standard principles of technical analysis.

Interview with Dev Randhawa, Chairman & CEO of F3 Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-high-grade-discovery-strategic-spin-out-fuel-athabasca-basin-exploration-5715Recording date: 4th December 2024F3 Uranium (TSXV:FUU) announced a major milestone at its flagship JR Zone uranium project in Saskatchewan's Athabasca Basin, with recent drilling hitting 50% U3O8 grades over 4 meters. CEO Dev Randhawa called it "one of the best holes we've heard in a long time."The JR Zone discovery is 12 km from NextGen Energy's Arrow deposit and Fission Uranium's Triple R. Initial estimates suggest 20-25 million pounds of high-grade uranium. Randhawa believes JR Zone is part of a larger system, with high boron values indicating additional mineralization at depth. Proving up multiple pods could spark M&A interest.F3 is well-funded to explore this expansion potential, with $8 million to drill through spring and $18 million cash beyond that. The project's location provides key advantages. Nearby mills being considered by NextGen and Paladin Energy as well as a year-round access road make JR Zone's pounds more valuable in Randhawa's view.He sees high-grade deposits like JR Zone as critical to fill a projected supply deficit as nuclear power grows. Global uranium output has been stagnant since the 1970s as grades declined. With China alone expecting to need 100 million pounds per year by 2035, Randhawa believes "grade is king" and the Athabasca Basin is the world's premier uranium jurisdiction.While uranium markets have been depressed, Randhawa sees a perfect storm ahead. He argues the renewables game is up and nuclear offers an attractive baseload alternative. However, supply remains uncertain with political risks around major producers like Kazakhstan. "The industry could never handle a true sanction," he warned, noting 40% of global processing is done there.Randhawa expects uranium prices to react like a rubber band as catalysts emerge, creating opportunities for F3 Uranium. The company's strong financial position, high-grade discovery, strategic location, and experienced technical team make it well positioned to create value in an improving market.View F3 Uranium's company profile: https://www.cruxinvestor.com/companies/f3-uranium-corpSign up for Crux Investor: https://cruxinvestor.com

Wall Street returned to mostly rally mode on Monday with the Nasdaq leading the gains, posting a rise of 0.6% at the closing bell while the S&P500 added 0.4% but the Dow Jones ended the day down 0.1%. Tesla shares popped 5.6% on Monday amid reports President Elect Donald Trump's team is working on ways to ease self-driving regulations, while Nvidia shares lost 1.3% as investors await earnings out of the semiconductor giant. Across Europe overnight, markets closed mixed in the region as investors await key inflation data out later this week from the Eurozone and the UK, while a slew of CPI readings are also due out this week across Europe. The STOXX 600 fell 0.1% on Monday, Germany's DAX closed flat, the French CAC rose 0.12% and, in the UK, the FTSE100 ended the day up 0.6%.Over in the Asia region, markets closed mixed to start the week as investors await key economic data out in the region this week including Japan's inflation data and China's loan prime rate. China's CSI index ended Monday's session down almost half a percent, Japan's Nikkei fell 1.09%, South Korea's Kospi index gained 2.16% and Hong Kong's Hang Seng rose 0.82%.The local market started the week in positive territory with a 0.2% gain as investors hope further stimulus out of Beijing will increase demand for Aussie exports especially in the mining space. Consumer staples and utilities stocks led the rally on Monday with gains of 1.95% and 1.82% respectively, while health and tech, the two growth sectors, ended Monday's session with losses of 0.88% and 0.79% respectively.Russia's most recent move to cut exports of enriched uranium to the U.S. boosted local uranium miners on Monday, with Boss Energy rising 7.3% while Paladin Energy rose over 5%.Gold miners also felt some relief yesterday as the post-election USD rally eased and the gold price rebounded to trade 1.2% higher at US$2592.95/ounce. Northern Star Resources, Evolution Mining and Gold Road Resources each ended Monday's session in the green.What to watch today:Ahead of Tuesday's trading session on the ASX the SPI futures are anticipating the local market to open the new trading day 0.11% higher. We may see investors react to the release of the RBA's latest meeting minutes out today in Australia as investors will digest the RBA's remarks and determine if rate cuts are on the horizon. On the commodities front this morning, oil is trading 2.63% higher at US$68.79/barrel, gold is up 1.87% at US$2610/ounce and iron ore is down 0.6% at US$101.63/tonne. The Aussie dollar has further weakened against the greenback to buy US$0.64, 100.61 Japanese Yen, 51.13 British Pence and NZ$1.10. Trading Ideas:Bell Potter has initiated coverage of Alfabs Australia (ASX:AAL) with a buy rating and a price target of 40cps as Bell Potter's analyst sees this is a good buying opportunity for the diversified Australian industrial services group given it is relatively undervalued with an attractive NPAT and compound annual growth rate outlook of 21.8% p.a. over FY24-27.Trading Central has identified a bearish signal on IRESS (ASX:IRE) following the formation of a pattern over a period of 48-days which is roughly the same amount of time the share price may fall from the close of $9.48 to the range of $8.95 to $9.05 according to standard principles of technical analysis.

This week, several ASX-listed companies provided quarterly updates as we close out Q1. Among those reporting were Commonwealth Bank, James Hardie, and Xero. Additionally, check out Grady's insights on the key themes for FY25 as depicted in Q1 results.In this week's wrap, Grady covers:(0:23): CBA soared to record highs, but what does the outlook suggest?(2:05): Xero maintains profitability, how did markets react?(3:54): the key themes and outlook for FY25(5:15): how the ASX200 performed this week so far (6:17): the most traded stocks & ETFs by Bell Direct clients (6:47): economic news items to watch out for.

The Aussie market faced a broad-based decline, shedding nearly 0.8% with steep losses across 10 of 11 sectors. The downturn followed last week's post-election surge, signaling that investor enthusiasm might be cooling. Banks weighed heavily, particularly ANZ, which traded ex-dividend, while Commonwealth Bank reported stable profits but saw shares fall amidst economic concerns. Sectors like materials and consumer staples also suffered, pressured by weak commodity prices and global trade worries. Lithium and uranium stocks showed mixed performance; Paladin Energy rebounded, yet several lithium miners faced operational cuts due to low prices. On a positive note, Aristocrat Leisure and James Hardie Industries posted strong results, showing resilience in challenging conditions. The economic outlook remains uncertain, with slower-than-expected wage growth and upcoming jobs data keeping interest rate cuts on the radar.   The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

There was a modest dip in the Aussie Market today, driven by declines in the energy and materials sectors due to falling commodity prices. While overall market losses were cushioned by gains in tech stocks, weak performance in gold miners, particularly after the U.S. election, impacted the market. Paladin Energy, a uranium miner, saw a sharp 28% drop due to production issues. Aristocrat Leisure hit a record high but dropped after announcing the sale of a gaming subsidiary. The financial sector held steady, though NAB faced downward pressure trading ex-dividend. U.S. markets, by contrast, continued upward, with the S&P 500 and NASDAQ up. Key factors to watch included Fed official speeches, ANZ's ex-dividend trading, and anticipated wage data, providing insights into economic health and market sentiment.   The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Paladin Energy dropped after it overshot forecasts on its uranium. How will the company rebound? MARKET WRAP: ASX200: down 0.13% to 8,255 GOLD: $2,610 US/oz BITCOIN: $136,106 AUD Materials stocks were another 1.4% lower today, while the Tech sector gained more than 1%. The owner of Afterpay – Block – led the way, up 10.7% to $126.40 following a good night of trade for the company's Wall Street listing. Tech gains were led by Wistech Global and Technology One, both up 1.8%. Up by more than 1% were Wesfarmers, ANZ, and Reece. Paladin Energy down almost 29% to $6.88 after it slashed its targets for production, calling previous forecasts “a bit ambitious”. Health insurer NIB said it was on track to post an operating loss for the first half, lowering its guidance and seeing shares drop 0.7% to $5.96. Another day of pain for both the gold & iron ore miners saw BHP down 1.8%, South 32 falling 2.4% and Northern Star off 2.7%. CURRENCY UPDATE: AUD/USD: 65.51 US cents AUD/GBP: 51.1 pence AUD/EUR: 61 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

The Wall Street post-election rally took a breather on Tuesday from the record highs set across the major averages in recent sessions. The Dow Jones fell 0.86%, the S&P500 lost 0.3%, and the Nasdaq ended the day down 0.09%. Treasury yields also climbed on Tuesday with the 10-year adding around 10 basis points which also weighs on investor appetite for equities.In Europe overnight, markets closed lower in the region as investors digested what the Trump White House could mean for the eurozone economy. The STOXX 600 fell 2.01% as mining stocks led the losses, while Germany's DAX fell 2.13%, the French CAC lost 2.7% and, in the UK, the FTSE100 ended the day down 1.22%.Across the Asia markets on Tuesday, it was a sea of red to end the trading day as investors assessed key economic data out in the region including retail sales and business confidence data. Japan's Nikkei fell 0.4% on Tuesday, China's CSI index lost 1.1%, Hong Kong's Hang Seng tumbled 2.84% and South Korea's Kospi Index ended the day down 1.94%.The local market started the week lower as miners weighed on the local index amid weakened commodity prices across the board on China's lacklustre stimulus and demand outlook. The ASX closed 0.13% lower on Tuesday as a sharp selloff in materials and energy stocks offset a near 1.4% rally among tech stocks.Uranium miner Paladin Energy tanked over 20% on Tuesday after the company cut its production guidance for FY25 at its Langer Heinrich Mine in Namibia amid ongoing challenges and operational variability to date that is impacting the ramp up in production at the mine. The new FY25 production guidance from the Langer Heinrich Mine is expected between 3-6m pounds of uranium, below the previously issued guidance of 4-4.5m pounds and management withdrew all other guidance for FY25.A boom in New Zealand-based claims for insurer NIB is expected to hit profits for the first half, as NIB said ‘extraordinary growth in NZ claims' would result in an operating loss in the first half of around $10m. Shares in NIB fell 0.7% on Tuesday.Westpac Consumer Confidence for November and NAB Business confidence for October were released yesterday with both strongly beating economists' forecasts. Consumer confidence decreased slightly to 5.3% from 6.2% in October but this was well above the forecast of a decline to minus 0.8%, while business confidence rose to 5 points in October from minus 2 points in September and beat the market expectations of a rise to 2 points. Easing inflation was the driver of the boost in confidence readings.What to watch today:Ahead of the midweek session here in Australia the SPI futures are anticipating the ASX to open the day down 0.98% on the back of the global market sell off on Tuesday.On the commodities front this morning, oil is trading 0.39% higher at US$68.31/barrel gold is down 1.11% at US$2595/ounce and iron ore is down 0.7% at US$103.10/tonne.The Aussie dollar has weakened against the greenback to buy US$0.65, 100.92 Japanese Yen, 51.10 British Pence and NZ$1.10.Trading Ideas:Bell Potter has initiated coverage of Woolworths with a hold and a 12-month price target of $31.75. The analyst says the recent share price correction follows the commencement of legal action by the ACCC and softer 1H25 guidance.Bell Potter has initiated coverage of Perenti (ASX:PRN) with a buy rating and a 12-month price target of $1.47 with the analyst noting shares should appeal to investors as they trade 6x under FY25 EPS, offer high cash generation, a discount NTA of $1.26/share and offer a 6% yield with an approx. 3% buyback planned. The buy is also supported by higher mining and drilling demand for gold in Australia and Africa.

Interview with Greg Bittar, CEO of Lotus Resources Ltd.Our previous interview: https://www.cruxinvestor.com/posts/lotus-resources-asxlot-a-strategic-play-in-the-resurgent-uranium-market-5690Recording date: 7th November 2024Lotus Resources (ASX:LOT) presents a compelling investment case as an emerging uranium producer with a clear path to near-term production. Under the leadership of newly appointed CEO Greg Bittar, the company is laser-focused on bringing its flagship Kayelekera project in Malawi back into production by Q3 2025.Kayelekera benefits from significant historical investment, with an estimated US$200 million spent by previous owner Paladin Energy. The existing infrastructure provides a strong foundation for a rapid and low-capex restart. Lotus' 2022 Definitive Feasibility Study outlined an accelerated plan to get Kayelekera back into production at a rate of 2.4 million pounds per annum, with a current resource supporting a minimum seven-year mine life.The recent A$130 million capital raise fully funds the US$50 million required to restart Kayelekera, as well as additional capital items to optimize the operation. This strong financial position also affords Lotus flexibility in negotiating future offtake agreements to maximize price realization for shareholders.Lotus has already secured initial offtake contracts totaling 1.5 million pounds from 2026-2029 with major North American utilities. These fixed price contracts will cover a significant portion of operating costs in the early years. The company is in advanced discussions to expand this to 3 million pounds and layer in more market-linked pricing to capture the expected uranium price upside.Kayelekera benefits from strong support from the Malawi government, which views the project as a key driver of economic growth and development. The 10-year Mine Development Agreement provides fiscal and regulatory certainty, including the critical ability to repatriate profits without additional withholding taxes.Beyond the immediate restart plans, Lotus sees significant exploration potential to extend Kayelekera's mine life through near-mine exploration and the incorporation of satellite deposits within trucking distance. Longer-term, the Letlhakane project in Botswana provides additional growth optionality, with the stated objective of bringing it into production within the life of Kayelekera. Key Investment Highlights:Fully funded to production: Recent AUD $130M raise covers all restart capexNear-term timeline: Targeting first production in Q3 2025Proven asset: Kayelekera produced 10M lbs under previous ownershipEstablished jurisdiction: Malawi highly supportive, 10-year agreement in placeExploration upside: Potential to extend mine life and expand productionLotus offers investors a unique proposition: a fully funded, fast-tracked path to uranium production in a proven jurisdiction with a highly motivated government partner. As the uranium market continues to strengthen on the back of growing nuclear power demand and supply constraints, Lotus is well positioned to be one of the earliest and highest-margin new producers in the global uranium industry.View Lotus Resources' company profile: https://www.cruxinvestor.com/companies/lotus-resources-limitedSign up for Crux Investor: https://cruxinvestor.com

Voting is already underway for the US election, but how with the potential presidency of Donald Trump or Kamala Harris swing markets? MARKET WRAP: ASX200: down 0.40% to 8,131 GOLD: $2,750 US/oz BITCOIN: $104,239 AUD All sectors finished in the red, with Real Estate and Industrial stocks the best of a bad bunch Lifestyle Communities jumping 7.7% to $9.10 after HMC Capital picked up a chunk of its shares Mineral Resources rebounded from Monday's losses, up 4.1% to $38.20. Gains of more than 1% for Pilbara Minerals and Corporate Travel Management The major banks were all lower, with Financials the worst-performing sector.. Westpac the worst, down 1.5%. Guzman Y Gomez & Paladin Energy both tanked by around 3%. CURRENCY UPDATE: AUD/USD: 66.10 US cents AUD/GBP: 50.9 pence AUD/EUR: 60 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Uranium prices have cascaded 23% since hitting a high early in the year, now trading at around US$81/lb. However, Argonaut's David Franklyn believes this is a "pretty good long-term price" - arguing that while demand growth will be substantial, supply will eventually kick in.  Despite that, some of the ASX's uranium darlings have still had a pretty impressive 12 months, with Paladin Energy and Deep Yellow, for instance, up 16% and 27% respectively year to date. That said, other plays, like Boss Energy, have not had a good year - with its share price plummeting 22% in 2024.  So, where are fundies seeing value and which uranium stocks should investors be avoiding?  To find out, Money of Mine host Matt Michael was joined by Franklyn and Perennial's Sam Berridge for their analysis of their uranium market, where they believe prices could be headed, as well as some key learnings following the World Nuclear Association symposium. Plus, they also provide their views on a couple of uranium stocks and name two they would label "buys" today.  Note: This episode was recorded on Thursday 19 September 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/buy-hold-sell-5-uranium-stocks-as-prices-bottom-out 

Adam Keily is back for another episode of Buy or Sell.This episode he sits down with Michael Gable, Managing Director of Fairmont Equities.Companies discussed:BHP Group (ASX: BHP)QBE Insurance (ASX: GBE)Global X Physical Gold (ASX: GOLD)WiseTech (ASX: WTC)Goodman Group (ASX: GMG)Telstra (ASX: TLS)CSL (ASX: CSL)Domino's Pizza Enterprises (ASX: DMP)Macquarie Group (ASX: MQG)Paladin Energy (ASX: PDN)—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Please also keep in mind that the opinions expressed by Felicity are her own and not the opinion of Shaw & Partners.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The upcoming report season will provide valuable insights into how ASX-listed companies fared over the financial year. As companies unveil their FY24 results, investors will be keen to assess their performance against a backdrop of rising interest rates, persistent inflation, and a slowing Chinese economy. This video explores key trends, sector outlooks, and potential market movers. In this week's wrap, Grady covers:(0:11): the economic impact on company earnings(1:11): why all eyes are on large-cap stocks(2:09): an analysis on sector performance & top stock picks(3:35): how the ASX200 performed this week so far(4:41): the most traded stocks & ETFs by Bell Direct clients(5:09): economic news items to watch out for.

Der Goldpreis konsolidiert weiter und insbesondere Silber ist nach einem gescheiterten Ausbruchsversuch deutlich unter die Räder gekommen und fiel sogar unter die Marke von 29 Dollar.

General Advice Only

Wall Street extended gains across the major averages on Wednesday as investors assessed their holdings in the final trading sessions of a very strong first half driven by AI and semiconductor stocks. The S&P500 rose 0.16% at the end of the midweek session, the Nasdaq rose just under half a percent and the Dow Jones ended the day up just 0.04%, recovering from a red start to the final trading week of June. Amazon shares rose 3.9% on Wednesday to reach a record high and tipped the tech giant's market cap over US$2tn for the first time. Investors in the US now await the release of key PCE data out on Friday which will provide a key insight into how well the Fed's rate strategy is working to achieve the target inflation of 2%.European markets closed lower across the board on Wednesday, extending the negative trading sentiment of the week into another session. The STOXX600 fell 0.5% as auto and leisure stocks weighed on the index, while Germany's DAX lost 0.12%, the French CAC fell 0.69% and, in the UK, the FTSE100 ended the day down 0.27%. Shares of German auto-making giant Volkswagen fell 1.64% after the company announced a $5bn investment in US-listed EV startup, Rivian. Asia markets mostly rose on Wednesday, taking lead from the tech-rally in the US on Tuesday. Japan's Nikkei gained 1.26% to close at a 2-month high, South Korea's Kospi index rose 0.64% and China's CSI index recovered some of this week's losses to end the day up 0.65%. Singapore's May factory output rose 2.9% in data out yesterday which beat economists' expectations of a 2% rise, indicating strength in the Singaporean economy.What to watch today:Locally on Wednesday investors reacted negatively to the latest inflation print out in Australia indicating the annual CPI or inflation rate rose to an annual rate of 4% in May, up from the 3.6% reported in April and well exceeding economists' forecasts of a 3.8% reading in May. Investors naturally hit the sell-button on equities across the board in afternoon trade on Wednesday leading to a close of 0.71% lower for the ASX200, amid fears of the RBA potentially handing down another rate hike in months to come as inflation and key drivers remain sticky and stubborn. The reading weighs into RBA governor Michele Bullocks hawkish outlook for rates in Australia and will throw a curveball at for the RBA's next rate decision.Lithium miners felt further pain yesterday with a widespread sell-off in the sector as the price of the commodity fell 5%, extending the month's losses to 15%.Harvey Norman (ASX:HVN) shares fell over 8% on Wednesday as analysts' at Barrenjoey predict weaker macro-economic conditions will hurt earnings for the retail giant.Collins Foods rally on Tuesday was short lived as investors hit the sell button yesterday sending shares in the restaurant operator down 7% on Wednesday after Citi retained its sell rating post the release of the results, with analysts at the broker citing they were disappointed to see management no longer expects margin improvements in FY25 against challenging market conditions.On the commodities front this morning oil is trading 0.07% lower at US$80.78/barrel, gold is down 0.92% at US$2298.48/ounce and iron ore is down 0.08% at US$106.46/tonne.The Aussie dollar has slightly weakened overnight against the greenback to buy 66 US cents, but is showing strength against other currencies with 1 AUD buying 106.85 Japanese Yen, 52.61 British Pence and 1 New Zealand dollar and 9 cents.Ahead of the second last trading session for June, the SPI futures are expecting the ASX to open the day down 1.09%, extending on yesterday's inflation driven sell-off. Trading Ideas:Bell Potter has increased the rating on Paladin Energy (ASX:PDN) from a hold to a buy and have increased the 12-month price target on the uranium miner from $15.70 to $16.10 after the company anno

Another down day for the Aussie share market, join Stevie and Laura as they give an overview.  We saw a quiet day of trade ahead of the RBA handing down it's decision tomorrow.  The expectation being that there will be no change in the cash rate.  Paladin Energy stocks continue to see losses, while Tabcorp's stocks rose. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Laura and Stevie round off what was a challenging week for Aussie stocks.  We saw widespread losses and are on track for the worst week in two months.  The consumer discretionary and healthcare sectors performed well, while tech and mining sectors struggled.  Notable stock movements included Tapcorp, Boss Energy, Paladin Energy, and Deterra Royalties. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Grady sits down with Bell Potter analyst, Regan Burrows following his exciting trip to Namibia in West Africa to explore the very mining sites he covers in his research including Paladin Energy and Boss Energy. Watch the video as Regan unveils all the latest mining insights he uncovered whilst on this once in a lifetime experience.In this week's wrap, Grady covers:(2:18) why Paladin Energy has been downgraded(3:30) uranium being the standout commodity of 2024(4:53) Boss Energy being Bell Potter's key pick(8:15) Australia and the global commodity cycle(11:29) the most traded stocks & ETFs by Bell Direct clients(11:59) economic data to watch next week.

Wall St closed lower for a second straight session, extending on the negative start to the second quarter as bond yields rose and the latest release of economic data dented investor expectations of an interest rate cut out of the Fed in June. The Dow Jones lost 1%, the S&P500 fell 0.72% and the tech-heavy Nasdaq declined 0.95% on Tuesday. Inflationary pressures are climbing from manufacturing data coming in stronger-than-expected for March and the price of oil has risen to a 5-month high.Key economic data out in the US overnight indicated job openings rose by 8000 in February from January which was hotter than market expectations, while factory orders in the US rose 1.4% in February from a 3.8% decline in January which was also above market expectations. These two pieces of data indicate inflation in the region may remain stickier for longer than expected.In Europe overnight, stocks closed lower across the region as major markets opened for the first time in April after the Easter long weekend. The STOXX600 fell 0.76% weighed down by retail stocks falling 2.1%. Germany's DAX lost 1.13%, the French CAC fell 0.92% and, in the UK, the FTSE100 ended the day down 0.22%.Across the Asia markets on Tuesday, regions closed mixed as investors assessed the release of key economic data out of South Korea and Australia. Hong Kong's Hang Seng rose 2.18%, while China's CSI300 index fell 0.42% and South Korea's Kospi index added 0.2% following the release of key inflation data out in the region indicating inflation remained steady at 3.1% for March.The local market started the holiday-shortened trading week in the red, with the ASX200 ending the session down 0.11% after touching a record high mid-session as losses among healthcare, industrials, telecom and REIT stocks offset gains among the miners and materials stocks in afternoon trade. The retreat from the midsession record high was on the back of a sluggish session on Wall St on Monday after hotter-than-expected manufacturing data released in the US curbed expectations of a rate cut out of the Fed in the very near future.Healthcare star Mesoblast soared a further 71% on Tuesday adding to the 217% rise over the last month, in the aftermath of the US FDA approving the company's phase three clinical trial data for BLA submission last week.Uranium producer Paladin Energy jumped 4.74% yesterday after the company announced it has achieved the milestone of first production at its Langer Heinrich mine in Namibia. Production guidance is now expected out of the company before July given production is now underway.What to watch today:Ahead of the midweek trading session here in Australia the SPI futures are expecting the ASX to open the day down 0.38%, tracking turbulence on global markets overnight.On the commodities front this morning, oil is trading 1.33% higher at US$85/barrel, uranium is up 4.12% at US$88.50/pound, gold is up 0.66% at US$2265/ounce and iron ore is trading 0.5% higher at US$102.50/tonne.Trading Ideas:Bell Potter has increased the rating on Paladin Energy (ASX:PDN) from a speculative buy rating to a strong buy rating and have increased the 12-month price target on the uranium miner from $1.60 to $1.65 following the first uranium production drums being filled with uranium concentrate at the company's restarted Langer Heinrich Mine in-line with its March quarter guidance. According to the analyst, a line-of sight to first revenue and cashflow removes the need for the speculative rating on the uranium producer.And Trading Central has identified a bullish signal on Nexgen Energy (ASX:NXG) following the formation of a pattern over a period of 40-days which is roughly the same amount of time the share price may rise from the close of $12.99 to the range of $14.60-$15.10 according to standard principles of technical analysis.

The iron ore industry has hit some turbulence. Prices have taken a nosedive this year, partly due to a slowdown in China – a big buyer of iron ore. This has influenced the Australian stock market, with mining giants like BHP and Rio Tinto feeling the heat. The US dollar and interest rates are also adding pressure. Discover what this all means for investors in this week's Weekly Wrap video. In this week's wrap, Sophia covers:  • (0:11): why it may be worth keeping watch of iron ore stocks  • (0:35): Australian miners sell-off – BHP, Rio Tinto, and Fortescue • (1:37): China's economic slowdown and stimulus efforts• (2:25): the impact of interest rates and the US dollar on ore prices • (4:14): the most traded stocks & ETFs by Bell Direct clients • (4:46): economic data to watch next week.

I open the pod with Valentines Day Nuggets, Shoulder Injury, and Costco Babes. I talk about Uranium stocks including Cameco, Paladin Energy, and Deep Yellow. I own some Farmland through Gladstone Land Corp. Google Gemini dont like the whites, and the Disney Princess Union! Follow me on Instagram please www.instagram.com/brobasaur03

Wall Street closed mixed on Friday with the S&P500 climbing 0.57% to close above 5000 points for the first time ever on Thursday as investors responded to December's revised inflation report came in below first reported reading. The Dow Jones fell 0.14% at the closing bell while the tech-heavy Nasdaq ended the day up 1.25%. Over the 5 trading days last week the S&P500 added 1.4% in its 5th straight positive week, the Nasdaq rose 2.3% and the Dow Jones remained flat across the trading week.The initial December inflation reading of 0.3% growth was downwardly revised on Friday to a 0.2% increase and core inflation results for the U.S. are due out this week.Strong earnings results are also driving investor confidence in the US as tech mega caps including Nvidia and Alphabet rallied 3.6% and 2% respectively on Friday while Cloudfare soared 19.5% on strong earnings.Over in Europe, markets closed slightly lower on Friday as investors digested corporate earnings results despite the release of favourable economic data out in the region. The STOXX600 fell just 0.08% on Friday, Germany's DAX lost 0.22%, the French CAC dropped 0.24%, and in the UK, the FTSE100 ended the day down 0.3%.Fresh inflation data out of Germany released on Friday indicated inflation fell to 3.1% in January in a positive sign for Europe's largest economy.Locally on Friday, the ASX200 rose 0.07% led by the technology sector rallying 1.12% and healthcare stocks adding 1%, while losses among energy and utilities stocks weighed on the key index.Boral shares jumped 13% on Friday after the leading cement producer delivered very strong first half results including revenue up 9.4% and underlying NPAT soaring 143% over the 6-month period. Strong price realisation and volume recovery were the drivers of the stronger first half results.Local uranium stocks took a hit on Friday after Canadian uranium miner Cameco announced plans to expand production at its Cigar Lake Mine and McArthur River/Key Lake, to address the growing global demand for the key commodity. Boss Energy fell 12.7% on Friday while Paladin Energy fell just over 7%.What to watch today:Ahead of the local trading session here in Australia to start the new week, the ASX200 is set to open Monday's session slightly in the red ahead of a big reporting season week locally this week.On the commodities front this morning, oil is trading 0.81% higher at US$76.84/barrel, gold is down 0.5% at US$2022.90/ounce, uranium is up 6% at US$106/pound and iron ore is flat at US$128/tonne.AU$1.00 is buying US$0.65, 97.29 Japanese Yen, 51.67 British Pence and NZ$1.06.On the reporting season calendar today, you can expect to see results released from Aurizon Holdings, Beach Energy, JB Hi-Fi, and James Hardie Industries.Trading Ideas:Bell Potter has maintained a hold rating on REA Group (ASX:REA) and has slightly decreased the 12-month price target from $179 to $174 following the release of first half results including a 22% increase in EPS to 189cps, a 16% increase in dividend to 87cps which fell short of Bell Potter expectations. Despite the strong quarter, Bell Potter believes the current share price of $176.43 has REA Group relatively fully valued.And Trading Central has identified a bullish signal on Infratil (ASX:IFT) following the formation of a pattern over a period of 9-days which is roughly the same amount of time the share price may rise from the close of $10.11 to the range of $10.80 to $11/share according to standard principles of technical analysis.

Over in Europe, markets started the week lower as investors in the European region prepare for the World Economic Forum in Switzerland. The STOXX600 fell 0.5% on Monday, while Germany's DAX closed down 0.49%, the French CAC lost 0.72% and, in the UK, the FTSE100 ended the day 0.4% lower. Germany's DAX closed in the red after fresh GDP data indicated the economy contracted 0.3% in 2023 amid rising interest rates, weaker domestic and foreign demand and high inflation in the region. Despite the 0.3% contraction in the region, Germany's GDP was still 0.7% higher in 2023 than pre-pandemic in 2019.Locally on Monday, the ASX was little unchanged with the key index closing the day down just 0.03% as a 2.11% surge in energy stocks was offset by losses among materials, healthcare and utilities companies.Uranium stocks have enjoyed an extended rally into the first trading weeks of 2024 as global sentiment around nuclear energy continues to rise. Locally, Boss Energy and Palandin Energy rose over 9% and over 7% respectively on Monday.On legal battles front yesterday, Santos and Qantas had very different outcomes that led to mixed reactions from investors. Santos shares rallied almost 4% after the mining giant received the green light to push ahead with laying the pipe at its $5.8bn Timor Sea gas project, after the Federal Court judge rejected cultural and environmental evidence from a group seeking to halt the project.Qantas shares on the other hand fell 4.44% on Monday on news that the airline is engaged in another legal case with its workforce over alleged underpayment of its aircraft engineers.What to watch today:Ahead of Tuesday's trading session on the ASX, the local market is set to open the day 0.3% lower, taking no lead from Wall Street overnight as the U.S. was closed for the Martin Luther King Junior holiday.On the economic calendar today, we can expect Westpac's consumer confidence data for January out this morning with the expectation of a slight rise by 0.5% for the first month of the year, that's down from a 2.7% rise that ended 2023 on a high for consumers.Looking at the commodities, oil is trading 0.1% lower at US$72.61/barrel, uranium is up 1.65% at US$92.50/pound, gold is up 0.26% at US$2054/ounce and iron ore is down 2.92% at US$133/tonne amid ongoing weak economic growth fears out of China.AU$1.00 is buying US$0.67, 97.07 Japanese Yen, 52.31 British Pence and NZ$1.08.Trading Ideas:Bell Potter has increased the price target on Santana Minerals (ASX:SMI) from $1.40 to $1.85 and maintain a speculative buy rating on the gold explorer and developer after the company released an update outlining it is awaiting one last batch of infill drilling results before commencing an updated Rise-and-Shine Mineral Resource Estimate. Bell Potter's re-rating follows an update on the outlook for gold price forecasts, a modification to Bell's Notional Development Scenario to confine the initial project development to an open pit mine development on the Rise-and-Shine deposit and an increase in exploration valuation to account for unutilised Mineral Resources.And Bell Potter has maintained a buy rating on GrainCorp (ASX:GNC) but has slightly decreased the 12-month price target on the end-to-end grain logistics company following a review of key drivers at the end of harvest season including improved soil moisture and tighter domestic wheat premiums. The reason for the slight decline in price target is due to NPAT expectation being reduced by around 4% in FY24 on lower assumed crush margins. 

Laura and Stevie are back with your Friday market update. The market didn't have a strong start to the month, closing in the red. 9 of the 11 sectors are lower, with tech falling the most. Uranium miner Paladin Energy were the best performer today due to a 15 year high in uranium prices. Looking ahead, will we get another rate hike next week? The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice. See omnystudio.com/listener for privacy information.

Christmas & Black Friday sales make up a huge proportion of shopping for the year, but will purchases this year move the market in any significant way?   MARKET WRAP:   ASX200: up 0.13%, 7,058 AUD: 65.48 US cents GOLD: $1,982 US/oz BITCOIN: $56,760 AUD   The oil price rebounded over fears of OPEC cuts Woodside, Santos, Ampol and Beach all up by around one percent.  Karoon Energy was a standout, leaping around 3.5% to $2.12 a share. Paladin Energy is 3 percent higher at $1.00 Whitehaven Coal was up 2.3 per cent to $6.90  Allkem was up 2.2 per cent. Heading backwards today though was Mercury NZ, which fell more than 5% to $5.46 Northern Star Resources down 2.5 per cent to $11.46. Athlete's Foot owner Accent Group has dropped 8 per cent to $1.77 See omnystudio.com/listener for privacy information.

The uranium market over the last month has seen increasing volatility, mostly led by demand across the nuclear fuel sector and limited near-term supply. Globally, the share prices of uranium miners have rallied, with smaller miners outperforming the large-cap uranium stocks. Considering this, we explore the four ASX-listed companies favoured by Bell Potter in the uranium market.In this week's wrap, Sophia covers:(0:12) drivers of the uranium market's increasing volatility(1:23) Boss Energy's (ASX:BOE) Speculative Hold recommendation(1:56) Paladin Energy's (ASX:PDN) focus on development(2:11) Deep Yellow's (ASX:DYL) Speculative Buy rating(2:44) Alligator Energy's advancement with four projects(3:26) the best performing stocks in the ASX200(3:52) the most traded stocks & ETFs by Bell Direct clients(4:19) five economic news items to watch out for.Read the transcript here

Higher fuel prices, rising rental costs and increased electricity prices were the key drivers of Australia's inflation rate rising 1.2% in the September quarter, which is unsurprising as these drivers have remained the sticky points in taming inflation. This week, we explore how a 25-basis points rate hike may impact investment portfolios, the cost-of-living, and Aussie companies.In this week's wrap, Grady covers:(0:11) key drivers of Australia's inflation rate,(0:34) economists expecting a rate hike,(1:16) the Senate estimates hearing on Tuesday,(2:20) what the rate hike will mean for investors and businesses(3:06) quarterly trading updates and results,(4:37) the best performing stocks in the ASX200,(5:44) the most traded stocks & ETFs by Bell Direct clients, and(6:15) five economic news items to watch out for.

What's been happening?It has certainly been a busy week for the nuclear sector!  There has been a host of positive news on the SMR front, the usual barrage of good policy news that we are growing accustomed to - and even some intrigue amongst uranium juniors.Brandon's stand-out SMR news (amongst a very full competitive field) was the Joint Development agreement between US utility Energy Northwest and X-Energy for up to 12 Xe-100 SMRs. This is an upgrade from the April 2021 announcement of 4 Xe-100 modules at Energy Northwest's Columbia NPP site. The first SMR is expected online by 2030. The IEA released its 2023 Electricity Market ReportWe have talked many times about the impact of power volatility on consumers. Now the IEA is bragging about it!   Uranium Energy Corp (UEC) announced it has completed the steps required in their plan for a resumption of operations, enabling a faster restart at the Christensen Ranch in-situ recovery (ISR) Project in Wyoming.Unfortunately for Peninsula Energy, UEC's Christensen Ranch project need to free up that faster production from UEC's Irigaray processing plant, which had been a vital part of Peninsula's stage 1 restart of its Lance project.  Peninsula announced a day later that it has delayed production at their Lance Projects in Wyoming because UEC has terminated their Resin processing agreement. Peninsula described the news as “disappointing” but is highlighting the silver lining – ie accelerating plans for in-house resin processing by going directly to stage 2 of the Lance restart.Winner of the week Poland, for getting on with the job of developing nuclear power to replace its coal fired power base. Poland & South Korea sign 6 MoUs related to nuclear power generation, including 2 MoUs signed between Doosan Enerbility and Polish companies on the construction of new nuclear power plants in Poland.Ministry of Climate and Environment has approved Polish copper and silver producer, KGHM Polska Miedź SA's plan to construct a power plant based on NuScale Power's small modular reactor (SMR).Polish state-owned development bank, BGK, announced it will lend €500 million to help finance the building of small nuclear reactors.Bungle of the weekNew York State's independent grid operator, ‘New York ISO' has officially identified a shortfall of electric generating capacity for New York City in 2025 of 446MW – more if the city has another heatwave.  What a shame they turned off 2GW of emissions free nuclear power from the Indian Point nuclear power plant.  Even the three new gas fired power plants built to generate 1.8GW to replace Indian Point won't be enoughQuestion of the weekWhat's the significance of the Paladin Energy announcement to retain 75% interest in Michelin JV in Labrador?Tweet of the weekhttps://twitter.com/JohnLeePettim13/status/1681312834091896832?s=20Moonshots & FizzersThis week ‘Great British Nuclear' (GBN) was launched, a new organisation backed by the UK government, to boost UK energy security, reduce dependence on volatile fossil fuel imports and deliver government priority to grow the economy. GBN kickstarted with a competition for game-changing small modular reactor (SMR) technology, which could result in billions of pounds of public and private sector investment in SMR projects. The aim is to have the first SMR up and running by 2030. By 2050 GBN wants to see nuclear providing a quarter of the UK's electricity. 

It was good news for all mortgage holders on the interest rate yesterday with the RBA announcing a rate pause for July at the latest RBA meeting. The local market see-sawed before the RBA rate announcement with the nation's cash rate remaining at 4.1% for the month of ahead. Growth in Australia's economy has slowed, the labour market tightness has begun to show signs of easing, consumer spend is decreasing, but wages growth is still the one sticky inflation driver that remains strong.The CPI figures for May were a key indicator for the RBA's pause, with inflation down under falling to 5.6% for the month of May, from 6.8% in April, in a sign the rate hikes are having a significant effect on cooling inflation. The rate may be on pause for July however further rate hikes were not ruled out for months to come.Locally, the ASX jumped 0.45% following the RBA's announcement after see-sawing in morning trade, with the afternoon rally largely driven by a surge in real estate stocks as the rate pause maintains the value of properties and keeps REIT funding and borrowing costs at bay for another month.Gold miners rallied yesterday on strength in the price of the precious commodity as well as Goldman Sachs initiating coverage of Gold Road Resources (ASX:GOR), which fuelled a rally for ASX-listed gold miners yesterday.Costa Group led the charge yesterday soaring over 12% after announcing the receipt of a takeover offer worth $3.50/share from Paine Swartz Partners in a deal worth $1.6bn. Following the receipt of the offer, Costa Group's board has granted Paine Swartz Partners an eight-week period of non-exclusive due diligence to enable PSP to put together a binding offer.The winning stocks on the ASX200 yesterday were led by Costa Group soaring (ASX:CGC) almost 13%, Silver Lake Resources (ASX:SLR) jumping 5.77% and Paladin Energy (ASX:PDN) lifting 4.73%. And on the losing end Domain Holdings (ASX:DHG) fell 3.66%, Star Entertainment Group (ASX:SGR) lost 1.7% and Chalice Mining (ASX:CHN) fell 1.6%.Over in the US, markets are closed today for the July 4th Holiday, while in Europe, it was a very lacklustre session across markets on Tuesday with little direction from the US being closed and minimal economic data out in the region. Investors in the region also remain cautious around the direction of interest rates and uncertainty around global growth. What to watch today:Ahead of the local trading session the SPI futures are anticipating the ASX to open 0.17% lower on Wednesday.On the commodities front this morning, oil is up almost 2% at US$71.15 driven by Russia and Saudi Arabia cutting production output, while gold is up 0.18% at US$1924/ounce and iron ore is down 1.76% at US$111.50/tonne.AU$1.00 is buying US$0.67 cents, 96.75 Japanese Yen, 52.57 British Pence and NZ$1.08.Trading Ideas:Bell Potter has downgraded the rating on Costa Group (ASX:CGC) from a buy to a hold but upgraded the price target from $3 to $3.50 per share following the announcement yesterday of Costa receiving a takeover offer presented by Paine Swartz Partners for $3.50ps in cash. Shareholders would also receive the 1H23 dividend of up to $0.04ps. Bell Potter has downgraded to a hold following the share price inflation, but the analyst notes they are not ruling out the possibility of potential interest from other parties.And Trading Central has identified a bullish signal on Whitehaven Coal (ASX:WHC) following the formation of a pattern over a period of 24-days which is roughly the same amount of time the share price may rise from the close of $6.92 to the range of $8.10 to $8.30 according to standard principles of technical analysis.

It was a very muted session on the ASX yesterday as the market quickly overcame the boost from US debt ceiling negotiations ending in an agreement to be presented to congress, and investors shifted focus ahead to next week's rate hike decision out of the RBA and the potential for inflation to remain stickier down under for a little while longer.The ASX fell 0.11% on Tuesday weighed down by a 0.88% fall in the REIT sector, while communications services stocks rose 0.62%.Paladin Energy tanked over 20% on Tuesday before being put into a trading halt as investors fled the uranium miner on rumours that Namibia may follow the Chilean government move to nationalise some mining assets. Paladin's Langer Heinrich Mine is in Namibia which is why investors fled the stock yesterday. The sell-off in miners with operations in South Africa extended to Syrah Resources who's Balama Graphite operation is in Mozambique which is in the same region as Namibia. AUSTRAC and embattled casino giant Crown proposed an agreed $450m penalty to Crown to cover breaches of anti-money laundering laws at the company's Melbourne and Perth casinos. The matter will be heard in court on July 10 to July 11. On the economic data front yesterday, building approvals in Australia sunk 8.1% month-on-month in April and down 25.5% year-on-year, with private sector houses down 3.8%. The market was expecting a rise of 2%, but the sharp decline of 8.1% takes approvals for new home builds to the lowest level in 11-years, in a sign that appetite for building investment properties remains weak and will continue dragging on the economy.Over in the US, stocks rallied in the early hours of trade as investor sentiment was high following the initial agreement being reached over the debt ceiling crisis. Tech stocks were the top performers led by an AI stock rally after Nvidia became the first chipmaker to join the trillion-dollar market capitalisation club last week. In afternoon trade the key indices pulled back as investors kept a close eye on the Fed's debt ceiling debates and also on the outlook potential for another rate hike out of the Federal Reserve next month, with the Dow Jones closing Tuesday's session 0.1% lower, while the S&P500 closed flat and the tech-heavy Nasdaq rose 0.3%.What to watch today:Ahead of the local trading session here in Australia the SPI futures are anticipating the local index to open 0.5% lower on dampened global sentiment over the passing of the debt ceiling through congress.On the commodities front this morning, oil has plunged 4.47% to trade at US$67.73/barrel ahead of OPEC+s meeting this Sunday and amid the US debt ceiling saga. Gold is up 0.81% at US$1958.61/ounce and iron ore is up 2.45% at US$104.50/tonne.AU$1.00 is buying US$0.65 cents, 91.81 Japanese Yen, 52.95 British Pence and NZ$1.08Trading Ideas:Bell Potter has increased the price target on Clarity Pharmaceuticals (ASX:CU6) from $1.35 to $1.40 and maintain a speculative buy rating on the clinical stage radiopharmaceutical company following a report out of the company on progress in its latest clinical trial investing the use of its proprietary radiopharmaceutical for the treatment of metastatic castrate resistant prostate cancer. The update outlined Cohort 1 dosed 6 patients and the treatment was well tolerated, and Cohort 2 will now commence at a higher dose of the treatment.Trading Central identified a bullish signal on Service Stream (ASX:SSM) on the 30th of May following the formation of a pattern over a period of 16-days which is roughly the same amount of time the share price may rise from the close of $0.64 to the range of $0.73 to $0.75 according to standard principles of technical analysis.

Stevie and Laura a back on this Tuesday evening for your market close update. Yesterday's gains didn't last long with the market closing in the red today in a cautious session ahead of key inflation data due tomorrow. Communication services performed best, this was boosted by a lift in Telstra shares and Paladin Energy fell most on speculation that it's mine in Namibia may be nationalised. Lastly, US and UK markets reopen tonight after a long weekend. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Deep Yellow, an advanced and geographically diverse uranium company, is on track to become the largest pure play uranium producer on the ASX. Led by the industry titan John Borshoff, their unique growth strategy has delivered excellent exploration and development since 2016. With over 40 years of experience in the uranium industry, Borshoff and his team are applying the lessons learned from their success with Paladin Energy to Deep Yellow. Tune in to Part I from last week to hear our previous episode - and get up to speed with Borshoff's inspiring story and gain insight into the world of uranium investing. Don't miss out on the opportunity to be a part of the sustainable energy revolution!Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

The Aussie share market advanced 2.4% (Mon-Thu), driven by the materials sector jumping 5.04%, amid increasing commodity prices. Utilities and energy stocks also jumped over 3% each. The ASX200 felt some relief this week, after a few weeks of turbulence, as investor fears of a global banking crisis eased when regulators and industry bodies stepped in to support crumbling banks.   In this week's wrap, Grady covers:(3:10) The outlook for oil prices (3:30) Stocks Bell Potter are bullish on(4:24) The best performing stocks in the ASX200(5:57) The most traded stocks & ETFs by Bell Direct clients(6:35) Four economic news items to watch out for 

The Aussie share market advanced 0.38% (Mon-Thu), shaking off some of the negative offshore macro-economic events. Meanwhile, investors fled energy and materials stocks, as these sectors fell with commodity prices, partly due to a weaker than usual demand out of China.In this week's wrap, Grady covers:(1:08) Global macro themes impacting investments (2:34) The Fed's monetary tightening impact on commodities(3:24) Why investors are fleeing small & mid-cap resources stocks(4:21) The best performing stocks in the ASX200(5:18) The most traded stocks & ETFs by Bell Direct clients(5:51) Four economic news items to watch out for

‘n Energiekenner sê die opening van die Langer Heinrich-myn is goeie nuus vir Namibië. Daar verwag dat die Langer Heinrich-myn minstens 4 persent tot die totale wêreldwye uraanproduksie sal bydra. Sy eienaar, die Australiese uraanprodusent Paladin Energy, sê die myn is op koers om 'n beduidende speler in die nabye toekoms te wees. Die maatskappy sal na verwagting in die eerste kwartaal van 2024 met produksie in Namibië begin nadat sy myn in 2018 onder sorg-en-instandhouding geplaas is weens 'n afname in uraanmarktoestande. Ted Blom, energiekenner in Suid-Afrika, gee sy reaksie aan Kosmos 94.1 Nuus.

In another Order Pad episode, Candice and Felicity discuss listed companies which have caught their eye lately. Maybe they are companies displaying impressive growth numbers we simply can not ignore, perhaps the business recently reported solid financial figures, are they in an interesting sector with lots of potential, or has the market oversold the shares leading us to the conclusion that now is an ideal time to buy these businesses.Today Candice pitches Macquarie Bank. Established in 1969 as the Australian subsidiary of UK merchant bank Hill Samuel, Macquarie diversified its shareholding structure in 1985, assumed its present name and obtained an Australian banking license and first traded on the ASX back in 1996. Felicity talks about Paladin Energy - a company that engages in the development and operation of uranium mines. Its flagship asset is the Langer Heinrich mine in Namibia which was placed in care and maintenance in 2018 due to low uranium prices. Paladin is currently readying Langer Heinrich for a restart which will depend on an improvement in the uranium market. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. Looking for a gift for a loved one this christmas? Order ‘Get Started Investing', written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now!*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

The Australian market closed 0.66% higher on Friday as investor confidence extended into the final trading session of the week, after RBA Governor Philip Lowe gave dovish signs of the way forward in terms of interest rate hikes.The winning stock on Friday was Mineral Resources (ASX:MIN) after the leading mining services company said it regularly considers ‘strategic options' for its lithium segment in an indication the company may be looking to spin-off its lithium division. De Grey Mining (ASX:DEG) and Sandfire Resources (ASX:SFR) also led the gains on Friday, each adding almost 12% and 8% respectively.On the losing front, investors sharply sold-off Life360 (ASX:360) despite no price sensitive news released by the location tracking company. Imugene (ASX:IMU) also fell more than 4.2% on Friday possibly after some investors took profits from its prior session surge after the company announced it has dosed the first patient in its Phase 2 trial for its leading drug candidate HER-Vaxx.The most traded stocks by Bell Direct clients last week were Paladin Energy (ASX:PDN), Myer Holdings (ASX:MYR) and Pilbara Minerals (ASX:PLS).Over in the US, stocks rallied to end the week with strong gains. The Dow Jones added 1.2%, the S&P500 jumped 1.5% and the Nasdaq surged 2.11% on Friday. The tech-heavy Nasdaq was the winning index for the week, adding more than 4.1%. Investors bought back into shares following the end of the recent reporting season that showed companies are handling inflation and slowing growth well. Tesla shares rallied 3.6% on Friday after the EV giant said it is looking into constructing a lithium hydroxide refining facility that can help support its EV battery production. The rally carried over to Europe with the FTSE gaining 1.23%, the DAX adding 1.43% and the CAC lifting 1.41%.What to watch today:The futures are expecting the market to open 1.15% higher to extend the gains from last week into the new trading week.On the commodities front:Oil has rebounded from 8-month lows that ended last week to trade 3.21% higher at around US$86.22 a barrel.Gold is up half a percent to US$1716 an ounce.Iron ore is up just under 3%.Natural gas is trading up almost 1.5%.Economic news wise, investors will gain an insight into consumer and business confidence, with Westpac Consumer Confidence data for September out tomorrow as well as NAB Business Confidence data for August being released tomorrow. Overseas, US inflation rate data for August is also out later on Tuesday night which will give an insight into just how expensive it was to live in the US in August.Trading Ideas:Trading Central has identified a bullish signal on data software company Nuix (ASX:NXL) after identifying a pattern forming over an 87-day period, which is the same amount of time the share price is expected to rise from the close of $0.86 to the range of $1.00-$1.06 according to standard principles of technical analysis.Bell Potter has upgraded its price target on Aroa Biosurgery (ASX:ARX) from $1.35 to $1.40 and maintains its Speculative Buy rating on the stock, driven by upgrades in TELA Bio Revenues which is ARX's commercial partner.

The Aussie share market gained 0.29% this week (Mon-Thu), boosted by the technology sector. The RBA also raised the cash rate to 2.35%, raising consumer concerns about the rising cost of living. In this week's wrap, Grady covers:(0:29) The increase on Australian home loans(0:51) Whether the building boom is over(1:15) When Australians will feel the full brunt of the recent rate hike(3:52) Why energy stocks were sharply sold off(4:45) The most traded stocks & ETFs by Bell Direct clients(5:09) Four economic news items to watch out for

Gold und Silber konnten zwar am Mittwoch ein kleines Comeback feiern. Doch von einer Trendwende zu reden, dafür ist es sicherlich noch zu früh.

The story of the day was the RBA raising the official cash rate by a further 50 basis points for September, taking the rate from 1.85% to 2.35%, which was in line with market expectations. The RBA also said it is committed to continue raising the cash rate.The market rallied in the first hour of trade before turning lower and closing the session down 0.4%. Investors sold out of financial stocks today in anticipation that the big banks will pass on the full interest rate hike to customers.Lithium stocks performed well today after a number of broker upgrades including Macquarie reiterating its ‘outperform' rating on Allkem (ASX:AKE), while Jefferies lifted its price targets on IGO (ASX:IGO), Pilbara Minerals (ASX:PLS) and Allkem (ASX:AKE). The rally in lithium stocks was led by Core Lithium (ASX:CXO) surging almost 10%. Other winning stocks for today's session were Lake Resources (ASX:LKE) which added 9.55%, Paladin Energy (ASX:PDN) which jumped 7.8%, and Pilbara Minerals (ASX:PLS) which closed the session up just over 7%.And on the losing front, Breville Group (ASX:BRG) led the losses today falling almost 5%, Incitec Pivot (ASX:IPL) shed 3.66% and GrainCorp (ASX:GNC) ended the day down 2.9%. The top traded stocks by Bell Direct clients today were Commonwealth Bank (ASX:CBA), Pilbara Minerals (ASX:PLS), and Whitehaven Coal (ASX:WHC).In economic news, Australia's current account balance was also released today. The nation's current account surplus jumped to $18.3 billion in the second quarter which fell short of market expectations of $20.8 billion, but a major increase from a fall to $2.8 billion in the previous quarter. The increase in the current account for the second quarter was driven by higher commodity prices.Tonight, the US will have its first trading session of the week with investors keeping a close eye on if the sell-off from last week will continue into the new trading week.On the economic data front, US Global Services PMI is out tonight, in addition to ISM Non-Manufacturing business activity, PMI and Employment for the month of August with the market expecting a decline across each of these metrics from the month of July. Locally, investors will be awaiting GDP data out tomorrow for the second quarter to see if Australia's economy continued to grow during the most recent period. The market is expecting growth of 1%, up 0.2% from the first quarter.

The highly anticipated 3-day Jackson Hole Economic Symposium kicked off overnight. It's an annual event that focuses on an important economic issue that faces world economies each year. This year they're discussing “reassessing constraints on the economy and policy” and over 100 global central bankers, academics, finance ministers and journalists from around the world attend. It's closely followed by market participants because any unexpected remarks emanating from the heavyweights at the symposium have the potential to affect global stock markets. Mostly, investors are looking for clues on whether policymakers will cut rates when the current hiking cycle is over.Also, the GDP growth rate for the US was released. With an upward revision to consumer spending and inventories. The US economy contracted an annualised 0.6% in Q2, which was less than forecasts.US equities closed higher. The Dow up 1%, the S&P500 up 1.4% and the Nasdaq up 1.7%.What to watch today:The SPI futures are suggesting the Australian market will open flat this morning.The week is ending with another long list of companies set to publish their earnings results today. Some companies include uranium production company Paladin Energy (ASX:PDN), which has gained over 15% this week and over 11% in yesterday's session alone. Blue-chip retail conglomerate Wesfarmers (ASX:WES) is also reporting today. And Ramsay Healthcare (ASX:RHC) is also set to publish results. They're the largest operator of private hospitals in Australia and provide healthcare in 10 different countries.In commodities,The oil price has dropped, failing to hold onto earlier gains, as investors balance signs of tightening supplies.Gold is trading in the green, rising for a third straight session as the US dollar eases.And iron ore is also higher, now recovering from the lowest level it hit in over a month.Companies set to go ex-dividend today include Alumina (ASX:AWC), GUD Holdings (ASX:GUD), Lendlease Group (ASX:LLC) and Newcrest Mining (ASX:NCM).Trading Ideas:Bell Potter maintain a Buy rating on Eagers Automotive (ASX:APE), after the company reported yesterday. Revenue was up 4%, but below Bell Potter's forecast , however its underlying profit before tax margin came in higher than the broker's forecasts. Bell Potter have increased their price target form $14.75 to $15, and at its current share price of $13.16, this implies 14% share price growth in a year.Trading Central have identified a bullish signal in Qube Holdings (ASX:QUB), indicating that the stock price may rise from the close of $2.94 to the range of $2.96 to $3, over 33 days, according to the standard principles of technical analysis.

The Australian market posted its first positive close for the week today, with the ASX200 closing the session up 0.52%.The energy sector led the gains today as investors piled into the sector following its solid performance in Europe and the US overnight. Paladin Energy (ASX:PDN) was the winning energy stock today, gaining more than 8% at the closing bell despite no price sensitive news released by the uranium miner today.Some of the key winners and losers today were WiseTech Global (ASX:WTC) which surged more than 10% during the session following the release of impressive FY22 results including underlying NPAT soaring 72% and the signing of 5 new rollout deals for its CargoWise software including UPS. Iluka Resources (ASX:ILU) also soared just under 10% today after releasing half-year results including NPAT rocketing 186%, a 25cps interim dividend and mineral sands revenue jumping 30%. On the losing front, EML Payments (ASX:EML) tumbled more than 10% today after the payments technology provider announced its Sentenial business has identified recent fraudulent activity that could result in losses up to $7.9m. Nanosonics (ASX:NAN) also fell more than 5% today following the release of the company's full year results yesterday.On the economic front today new home sales in the US fell by almost 13% for July while locally, the RBA's head of domestic markets Jonathan Kearns, said the climate crisis is a significant issue for the economy and society.The most traded stocks by Bell Direct clients today were: BetaShares Geared Australian Equity (Hedge Fund) (ASX:GEAR), BHP Group (ASX:BHP), NOVONIX (ASX:NVX), and Whitehaven Coal (ASX:WHC). As for what to watch overnight, investors will be keeping a close eye on US GDP data for the second quarter released tomorrow to determine whether the world's largest economy is in recession territory, as well as initial jobless claims in the US which will reveal if the labor market in the US is continuing to cool.

Lotus Resources' Managing Director Keith Bowes shares regarding the just-released positive Definitive Feasibility Study (DFS) for the Kayelekera uranium mine in this interview. Keith stated: “Having an asset with low technical risk and low restart capital, which can quickly commence production, are key characteristics that investors look for in a mining project. The results of the Restart DFS clearly put Kayelekera in this category and this provides an opportunity for the Company to leverage off the strongest fundamentals for the nuclear/uranium industry in many years. The standout features of the Restart DFS are the low capital costs and attractive operating costs, which consider the current high inflation environment, whilst also ensuring a positive legacy as we have significantly reduced our carbon footprint, in line with the Company's ESG strategy. The initial upfront capital costs remain one of the lowest in the industry, both from a headline (US$88m) and an initial capital intensity perspective (US$37/lb annual production). This is an excellent achievement given current inflationary pressures. The number is higher than that originally announced in the Scoping Study, but includes three new items (ore sorting, grid connection and a new acid plant) which are critical for lowering our operating costs. The operating costs during steady state in the initial mining phase (i.e. before stockpile treatment commences) now sit at US$29.1/lb U3O8, well within the second quartile costs for current and planned uranium producers.” Lotus owns 85% of the Kayelekera mine, which was acquired from Paladin Energy in the beginning of 2020. Kayelekera produced about 11Mlbs from 2009 to 2014 before being put on care and maintenance due to low uranium prices. It is anticipated that the final investment decision will be made by early 2023. Then after an estimated 15-month refurbishment period, uranium ore could be feeding the plant again by early 2024. Lotus management believes this timeline fits well with the expected uranium price boom and offers investors an attractive risk-reward investment value proposition with substantial upside. 0:00 Introduction 1:25 Highlights of DFS 2:57 US$88M capex 4:38 Human personnel both local and ex-pat 5:40 Community development agreement 7:10 Permits 7:51 Electricity 9:16 NPV 10:12 Next 6mos before final investment decision 12:01 Hedging while leaving upside for investors 15:21 Extending mine life 17:19 Rare Earths project 18:03 Treasury 18:55 Timeline to production 19:20 Catalysts next 3mos Tickers: LOT:ASX - LTSRF:OTC Lotus' DFS presentation: https://app.sharelinktechnologies.com/announcement/asx/c78320455aa5d4c91a6514a131bfd34a DFS press releases discussed: https://app.sharelinktechnologies.com/announcement/asx/5978955ae76c3fd3b2176a08bd048b3e Website: https://lotusresources.com.au/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Lotus Resources is an MSE sponsor. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented.

Labrador Uranium is engaged in the exploration and development of uranium projects in Labrador, Canada. LUR has acquired the Moran Lake, Mustang Lake Joint Venture, and CMB Projects covering over 139,000 ha in the prolific Central Mineral Belt (CMB) in central Labrador and the Notakwanon Project in northern Labrador. The Moran Lake Project, which hosts historical uranium mineral resources, and both Mustang Lake and the CMB Projects, located adjacent to Paladin Energy's Michelin uranium deposit, have had substantial past exploration work completed with numerous occurrences of uranium, copper and IOCG style mineralization. These three projects are expected to be the focus of a concentrated exploration program in 2022.

Labrador Uranium is engaged in the exploration and development of uranium projects in Labrador, Canada. LUR has acquired the Moran Lake, Mustang Lake Joint Venture, and CMB Projects covering over 139,000 ha in the prolific Central Mineral Belt (CMB) in central Labrador and the Notakwanon Project in northern Labrador. The Moran Lake Project, which hosts historical uranium mineral resources, and both Mustang Lake and the CMB Projects, located adjacent to Paladin Energy's Michelin uranium deposit, have had substantial past exploration work completed with numerous occurrences of uranium, copper and IOCG style mineralization. These three projects are expected to be the focus of a concentrated exploration program in 2022.

After what was a seven-day losing streak, Australian shares closed 1.4% in the green yesterday, with a rally in mining and energy stocks. Energy and financials were the best performing industry sectors. The 4 major banks all gained over 2%. The top performing stocks were PointsBet Holdings (ASX:PBH) and Paladin Energy (ASX:PDN), while the worst performer was Lake Resources (ASX:LKE). The lithium developer was added to the ASX200 on Monday and was performing very well, up 185% the past year. Yesterday however, LKE crashed 28%, after the surprising announcement that the company's CEO and Managing Director, has left the company and the former CEO made no comments. Bell Direct clients were selling LKE yesterday. Lake Resources was the most traded stock. Clients were also trading ANZ, Core Lithium (ASX:CXO) and Whitehaven Coal (ASX:WHC). US equities made a comeback overnight, with all three major benchmarks closing with gains. This follows the US markets worst weekly loss in 2 years, as investors assessed aggressive policy tightening by the Federal Reserve and rising chances of a recession. The Dow Jones gained more than 600 points or 2.15%, and the S&P500 and the Nasdaq each gained 2.5%. What to watch today:Following New York, the Australian market is set to open higher today. The SPI futures are suggesting the local market will rise 0.75% at the open this morning. In commodities, the price of oil is trading flat. Persistent concerns about tight oil supply continue to outweigh fears of an economic slowdown. The gold price is under pressure amid elevated Treasury yields and a strong US dollar. And iron ore tumbled to around US$115 a tonne, its lowest level since last December. This fall comes due to persistent COVID outbreaks in China, as well as global rate hikes, raise concerns about demand. Fisher & Paykel Healthcare (ASX:FPH) is set to go ex-dividend. Odette Six Metals (ASX:OD6) will list on the ASX today. Trading Ideas:Bell Potter maintain a Speculative Buy rating on PointsBet Holdings (ASX:PBH). The corporate bookmaker yesterday announced the placement of 38.75 million shares at an issue price of $2.43 per share to SIG Sports Investments, who will become the largest shareholder in the company, and the placement will raise $94.2 million for PointsBet. The company also announced they've entered an agreement with a company called Nellie Analytics, to provide sports analytics and quantitative modelling services. Bell Potter have lowered their valuation from $6 to $5.25. At PBH's current share price of $2.78, this implies 88.8% share price growth in a year. Trading Central have identified a bullish signal in Nearmap (ASX:NEA). Indicating that the stock price may rise from the close of $1.03, to the range of $1.26 to $1.32 over 15 days, according to the standard principles of technical analysis. 

Our local market started the new trading week in the red, extending its losses from last week, to close down 41 points, or 0.6% to 6,433. That marks seven straight days of losses for our market. The biggest laggard on the market was the energy sector, which declined 5.2%, after oil prices dropped on Friday on worries that interest rate hikes by major central banks could cut energy demand. While the major banks closed in positive territory, outperforming the broader share market.The best performing stock was Pointsbet (ASX:PBH) after the betting company secured a $94 million investment from SIG Sports. That makes the US investment firm PBH's largest shareholder. Also performing well was Pinnacle Investment Management (ASX:PNI) and bio-tech company, Imugene (ASX:IMU), both up more than 7%. Meanwhile, the worst performing stocks included lithium producers like Lake Resources (ASX:LKE), uranium miner, Paladin Energy (ASX:PDN) and coal miners like New Hope Corporation (ASX:NHC) and Whitehaven Coal (ASX:WHC).The most traded stocks by Bell Direct clients yesterday included Lake Resources (ASX:LKE), BHP Group (ASX:BHP) and Fortescue Metals (ASX:FMG). The US market was closed for the Juneteenth Federal holiday, so let's look across the sea at how European markets performed. The FTSE index lifted 1.5% as financials and energy rebounded. The German Dax closed 1.1% higher and the French CAC jumped 0.6%. What to watch today:If you go by the SPI futures, our local market is set for a positive day. The futures are up 0.7% or 45 points. Economic news wise, at 8am AEST, the RBA will be releasing to the media their review of the yield target. Following this, at 10am, Governor Phillip Lowe, will speak about inflation and monetary policy at an event in Sydney and finally, the RBA will also release the minutes from its June meeting at 11:30am. These are all important, as they may give us a sense on how aggressive the RBA will be on raising rates as well as what could happen in the next few monthsIn commodities:Oil prices edged lower on Monday, amid concerns about slowing global economic growth. Gold extended its losses as a rise in the US dollar weighed on bullion demand, with the US market holiday expected to lead to thin trading during the day. The spot iron ore price is trading down at US$125 a tonne. Peter Alexander owner, Premier Investments (ASX:PMV) and chartered accounting company Kelly Partners Group (ASX:KPG) are set to go ex-dividend today. If you hold Virgin Money UK (ASX:VUK), Coronado Global Resources (ASX:CRN) or Oceania Healthcare (ASX:OCA), you will receive your dividend payment today. Trading Ideas:Bell Potter have maintained its Buy rating on software company, Altium (ASX:ALU), however with a reduced price target, from $41.25 to $34. At its current share price of $25.49, this implies about 33% share price growth in a year.Trading Central has a bearish signal on Origin Energy (ASX:ORG) indicating that the stock price may fall from the close of $5.45 to the range of $3.60 - $4 in the next 98 days according to standard principals of technical analysis.  

The Aussie share market took a dive this week, falling 4.9% (Mon-Thu). This followed the latest inflation reading out in the US, which saw the US Federal Reserve respond by lifting interest rates by 0.75%. In this week's wrap, Sophia covers:(1:55) Bell Potter's top picks in the uranium sector(2:20) The US Federal Reserve's rate hike(3:40) The tech and major mining stocks that suffered heavy losses(4:14) Lake Resources' (ASX:LKE) impressive yearly gain(4:36) The most traded stocks & ETFs by Bell Direct clients(5:15) Two economic news items to watch out for

Last week concerns around aggressive monetary tightening by central banks saw markets sharply decline. Week-to-date the Australian market closed just over 3% lower, with all sectors lower.On Friday the market closed 2.2% lower, its worst trading session since February. Again, a broad based sell off ended with all sectors in the red. Tech and property shares declined the most. Paladin Energy (ASX:PDN), Life360 (ASX:360) and Xero (ASX:XRO) were the worst performers. Stocks that managed to make slight gains included ResMed (ASX:RMD), Wesfarmers (ASX:WES), Mineral Resources (ASX:MIN), Costa Group (ASX:CGC), Cromwell Property Group (ASX:CMW), Amcor (ASX:AMC) and Medibank (ASX:MPL). PolyNovo (ASX:PNV) managed to gain 4%, following news that its chairman and non-executive director bought 500,000 and 100,000 shares in the company respectively. The most traded stocks by Bell Direct clients on Friday were Macquarie Group (ASX:MQG), Lake Resources (ASX:LKE), the Vanguard Australian Shares ETF (ASX:VAS), BHP Group (ASX:BHP) and CSL (ASX:CSL).In New York, stocks further declined, extending the week's losses. The Dow Jones closed 0.3% lower, the S&P500 down 0.6%, while the Nasdaq closed 1.4% lower. What to watch today:The SPI futures are suggesting the Australian share market will fall 0.7% at the open this morning. In commodities, the price of oil is trading higher, amid concerns of tight global supply, ahead of the EU's impending embargo on Russian oil. The gold price is higher, after coming under pressure last week. And iron ore has dropped, with seaborne iron ore trading 5% lower. So, watch iron ore stocks today such as Rio Tinto (ASX:RIO), Fortescue Metals (ASX:FMG), Champion Iron (ASX:CIA) and Mineral Resources (ASX:MIN).  Watch Westpac (ASX:WBC)'s share price movements today. This morning Westpac released its half year earnings, reporting first half of 2022 statutory net profit, up 63% compared to the second half of 2021 and down 5% compared to the first half of 2021. And a fully franked interim dividend of 61 cents per share. If you hold Metrics Income Opportunities Trust (ASX:MOT) you can expect to receive your dividend payment today. Trading Ideas:Bell Potter maintain their BUY rating on Life360 (ASX:360), with a 9% decrease to their price target to $7.50, which is still over 100% premium to the share price. Trading Central have identified a bearish signal in Bravura Solutions (ASX:BVS), indicating that the stock price may fall from the close of $1.66 to the range of $1.40 to $1.44, over 17 days, according to the standard principles of technical analysis. 

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Nando Sommerfeldt über ein Statement von Meta, den schlimmen Absturz des Euro und eine Idee für all jene, die an die Renaissance der Kernkraft glauben. Außerdem geht es um Mercedes-Benz, Deutsche Bank, Qualcomm, RWE, Munich Re, Deutsche Telekom, Linde plc, Fresenius, Fresenius Medical, MTU Aero Engines, Stellantis, EssilorLuxottica, Ahold, Ubisoft, Faurecia. Cheniere, Cameco, Sprott Physical, Nextgen Energy, Paladin Energy, Energy Fuels, Global X Uranium ETF (WKN A143H1), PayPal. Und abstimmen beim Deutschen Podcastpreis könnt ihr hier: https://www.deutscher-podcastpreis.de/podcasts/aaa-alles-auf-aktien/

The ASX200 posted a small loss of 0.2% for the week, however on Friday the market gained 0.5%. Materials advanced the most, the sector closing with a 1.6% gain, as the major mining stocks rose despite a drop in the price of iron ore. It was a positive trading session overall with 7 of the 11 industry sectors in the green. The major banks were mixed, with CBA and ANZ higher, while NAB closed flat and Westpac closed slightly lower. And real estate, tech, healthcare and the consumer discretionary sector, ended the day with small losses. Paladin Energy (ASX:PDN) jumped more than 13%. PDN is a uranium production company and its share price was boosted on Friday by a jump in the price of uranium. The commodity price rose to its highest level since the Fukushima nuclear disaster in March 2011, and that's at $60.61 a pound. Meanwhile, Platinum Asset Management (ASX:PTM) led the declines on Friday, dropping 15%, down to $1.90, after the company reported that funds under management dropped $1.5 billion, and also reported negative returns across almost all of its funds for the year. The most traded stocks by Bell Direct clients on Friday were Westpac (ASX:WBC), Finder Energy Holdings (ASX:FDR), Lake Resources (ASX:LKE) and Platinum Asset Management (ASX:PTM).European markets ended a volatile week of trading in the green. While US stocks posted weekly losses after the Federal Reserve commented on tighter monetary policy, signalling it will act even more aggressively to fight inflation. The major benchmarks closed mixed. The Dow Jones climbed 100 points on Friday, up 0.4%, while the S&P500 closed 0.3% lower. The Nasdaq fell 1.3%, as tech stocks led the session's losses. Tech stocks are viewed as risky due to their sensitivity to interest rates. Higher interest rates could limit future profit growth among the tech sector and therefore shares were sold on Friday. What to watch today:The local market is set to rise 0.36% at the open this morning, if you're going by the SPI futures. Oil prices are trading higher, however there are demand concerns for China, a top importer. Gold is trading higher as well, as the Federal Reserve's aggressive tightening plans countered inflation concerns intensified by the Ukraine war and mounting sanctions on Russia. Iron ore is trading lower, however investors are expecting strong restocking demand in China once COVID-19 restrictions ease. Lockdowns in some of the top steel making cities have led to transportation disruptions, with most producers cutting production amid material shortages. Brickworks (ASX:BKW) is set to go ex-dividend today. Trading Ideas:Citi maintain its Buy rating on Aristocrat Leisure (ASX:ALL), with a $44 price target. Citi expects acquisitional growth into the US$15 million iGaming market to be likely following legalisation, and Citi also note that the core social casino business offers 16% compound annual earnings growth through to FY24. Trading Central have identified a bullish signal in Boss Energy (ASX:BOE), indicating that the stock price may rise from the close of $2.58 to the range of $3.10 to $3.25, over 26 days, according to the standard principles of technical analysis. 

Last week ended on a positive note, as Aussie shares closed higher for the third straight session, closing 0.6% on Friday, and lifting its weekly gain by 3.3%. The energy sector led the market after the oil price rose 9%, while the tech sector followed. The technology sector was led by Block (ASX:SQ2), which rose 7.2% to $168.88. Liontown Resources (ASX:LTR), Paladin Energy (ASX:PDN) and Telix Pharmaceuticals (ASX:TLX) were among the top performers, while Megaport (ASX:MP1) fell 8%, following news that its founder and chairman, Bevan Slattery, had sold $3 million MP1 shares. The most traded stocks by Bell Direct clients on Friday included Lake Resources (ASX:LTR), Core Lithium (ASX:CXO) and BHP Group (ASX:BHP). US stocks posted their best week since 2020. The Dow rose more than 270 points or 0.8%, the S&P500 rose 1.1% and the Nasdaq rose 2.05%. What to watch today:Following the rally on Wall Street, the local market is set to rise 0.81% at the open this morning, going by the SPI futures. In commodities, oil is trading 2% higher at US$104.95 a barrel, after a 8% rally in the previous session. Gold weakened past US$1,940 an ounce. And seaborne iron ore is higher at US$159.59 a tonne. Adairs (ASX:ADH) and NRW Holdings (ASX:NWH) are set to go ex-dividend today. Trading Ideas:Bell Potter maintained their BUY rating on The a2Milk Company (ASX:A2M) and have lowered their price target from $7.70 to $7.15. They expect the scope for EPS to double by FY26, if the company can execute on its China offline expansion strategy, while regaining 50% of the lost sales in its English label IMF, from FY20-21. A2M last closed to $5.40, implying 32.4% share price growth in a year. Trading Central have identified a bullish signal in AVZ Minerals (ASX:AVZ), indicating that the price may rise from the close of $0.92 to the range of $1.20 to $1.28, over 68 days. 

Lotus Resources' Managing Director Keith Bowes explains why the company has become even more attractive to both investors and utilities amidst the geopolitics of the Ukraine-Russia conflict. He provides a thorough update on the recent progress at the company's past producing Kayelekera uranium mine in Malawi. Lotus recently increased its U3O8 resources by 23% to 46.3Mlbs after its recent exploration success. The updated mineral resource estimate will be incorporated into the new mine plan for the Definitive Feasibility Study (DFS) which remains on track for mid-2022. Lotus owns 85% of the Kayelekera mine, which was acquired from Paladin Energy in the beginning of 2020. Kayelekera produced about 11Mlbs from 2009 to 2014 before being put on care and maintenance due to low uranium prices. The mine has an existing resource of 46.3Mlbs at 500 ppm U3O8 as well as multiple near-mine exploration targets. A scoping study was completed that estimates only US$50M capex is needed to recommence production. It is anticipated that the feasibility study would be completed in mid-2022, followed by a production decision in early 2023. Then after an estimated 12-to-15-month refurbishment period, uranium ore could be feeding the plant again by early 2024. Lotus management believes this timeline fits well with the expected uranium price boom and offers investors an attractive risk-reward investment value proposition with substantial upside. 0:00 Introduction 2:05 Uranium market commentary 3:08 Ukraine-Russia conflict's impact on uranium market 6:38 23% increase in MRE to 46.3Mlbs U3O8 9:10 New permits need for the bigger pit? 10:09 Metallurgy consistent? 10:36 Ore sorting tech allows for lower grade to 200ppm U3O8 14:50 Exploration potential 16:30 Inflation and DFS forecasts 18:37 Potentially shipping ore to North America 19:35 Recruiting personnel to run the mine? 20:20 Lotus consultant engaging utilities 21:36 How soon will you lock in price contracts? 22:30 Treasury and burn rate Tickers: LOT:ASX - LTSRF:OTC Corporate presentation: https://app.sharelinktechnologies.com/announcement/asx/897ff5d79dbb11465d0796bfc71ee950 Press releases discussed: https://app.sharelinktechnologies.com/announcement/asx/897ff5d79dbb11465d0796bfc71ee950 https://app.sharelinktechnologies.com/announcement/asx/8e06003dfb007094193008042f064fc6 Website: https://lotusresources.com.au/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Lotus Resources is an MSE sponsor. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

On Friday the tech sector made a comeback, advancing more than 8% following Block's quarterly results. Block (ASX:SQ2) is the US payment company that acquired Afterpay last month, and its ASX listed shares jumped 32.5% on Friday to $153.75. Quarterly revenue surpassed analysts' forecasts, increasing 29% higher than the year prior. Life360 (ASX:360) was another top performer. Now on Thursday, 360 fell 29%  to $4.60 following its earnings report. The stock then rebounded on Friday, up 22% to $5.71. Meanwhile, Blackmores (ASX:BKL) was 10.5% lower, falling for the second consecutive session, after reporting a decline in revenue for its Australia and New Zealand region. Magellan Financial (ASX:MFG) also closed 10% lower, after reporting a further decline in its funds under management.The most traded stocks by Bell Direct clients on Friday included Mount Gibson Iron (ASX:MGX), Transurban Group (ASX:TCL), Westpac (ASX:WBC), Northern Star Resources (ASX:NST) and ANZ (ASX:ANZ). US equities closed with strong gains on Friday. The Dow up 2.5%, and S&P500 up 2.3% and the tech heavy Nasdaq up 1.6%. Following the rally in New York, the ASX200 is set to jump at the open this morning. The futures are suggesting a rise of 2.4% at the open. What to watch today: In commodities, oil is lower at US$91.80 a barrel, following a rally in the prior session, that saw prices top US$100 for the first time since 2014. The gold price is also lower amid concerns over the economic impact of the Russia-Ukraine conflict. And the seaborne iron ore price is down to US$141 a tonne. In economic data, retail sales data for January will be released today. Approximately 15 companies are set to report their earnings results today, including the Bank of Queensland (ASX:BOQ), Lynas Rare Earths (ASX:LYC) and Mesoblast (ASX:MSB). Some big names are also set to go ex-dividend today, including Aurizon (ASX:AZJ), Credit Corp Group (ASX:CCP), Evolution Mining (ASX:EVN), and Fortescue Metals (ASX:FMG). Trading Ideas:Bell Potter maintain their BUY rating on Infomedia (ASX:IFM), a leading provider of software solutions in the automotive industry. Following the company's half year results, Bell Potter have decreased their price target from $2 to $1.85, considering the earnings changes as well as market movements and time creep. IFM reported revenue grew 24% to $59 million, 5% above Bell Potter's forecast. IFM last closed at $1.43, implying 29.4% share price growth in a year.  Trading Central have identified a bullish signal in Paladin Energy (ASX:PDN), indicating that the price may rise from the close of $0.77 to the range of $1.01 to $1.07, within 33 days. Bell Potter say PDN is a Speculative stock and have maintained their Hold rating. 

Last Friday, we saw the Aussie share market fall 2.3%, its biggest, single-day decline in two weeks and largest weekly loss since October 2020. It was a very broad selloff, with all sectors closing in the red.Boral (ASX:BLD) was up 2% despite no news out from the company. Some mining stocks also performed well, including Gold Road Resources (ASX:GOR) and Northern Star Resources (ASX:NST).Meanwhile, Paladin Energy (ASX:PDN) fell a hefty 11% and Zip (ASX:Z1P) continued to come under pressure, falling 7.8%, now at a 52-week low of $3.33. The most traded stocks by Bell Direct clients last Friday included BHP (ASX:BHP) which fell 4.8% last Friday, despite the company announcing the completion of the shareholder vote on its unification. BHP will now seek approval from the UK courts. And if everything goes to plan, the unification will be complete on the 31st of January, meaning its UK-listed shares will stop trading at the close of trade next Friday, the 28th of January. In the US, all three benchmarks lost ground, the Nasdaq down the most, falling 2.7%. That it's biggest weekly loss since October 2020. The Dow fell 450 points and the S&P500 slid 1.9%. This week, all eyes will be on Apple, Microsoft, and Tesla, who are set to post their earnings, as well as the Fed who will hold their two-day meeting in the middle of the week where conversations around rates will be important for the market to digest.Following the negative session in the US, the futures are suggesting the Aussie share market will open 0.69% lower this morning. What to watch today:Fortescue Metals (ASX:FMG), following its late announcement last Friday that revealed the company had signed an agreement with China's state-owned Sinosteel.South32 (ASX:S32) and Pilbara Minerals (ASX:PLS) will release their Q4 production reports. Economic news wise, the manufacturing and services flash PMI will be released this morning. Oil prices fell for the second day in a row on Friday, following an unexpected rise in US crude and fuel inventories, while investors took profits after both benchmarks touched seven-year highs earlier in the week.The gold price fell slightly to US$1,834 per ounce. And the lithium price lifted 2.4% to a record high. Capital market company, Mirrabooka Investments (ASX:MIR) and Thorn Group (ASX:TGA) are going ex-dividend today. Trading Ideas:Bell Potter has maintained its BUY recommendation on metallurgical coal producer, Coronado Global Resources (ASX:CRN) with a price target of $1.70. Bell Potter believe CRN is highly leveraged to the current strength in seaborne and US domestic met coal markets and is now generating significant free cash flow. Trading Central has a bullish signal on manganese producer Element 25 (ASX:E25). This signal indicates that the stock price may rise from the close of $1.47 to the range of $1.92 - $2.02 in the next 10 days, according to standard principles of technical analysis. 

Yesterday, the Aussie share market pushed 0.3% higher, supported by both the consumer discretionary and energy sectors. All eyes were on China, as we found out that China's economy grew 4% in the fourth quarter from a year earlier, faster than expected but its weakest expansion in one and a half years. The consumer discretionary sector advanced the most, led by Wesfarmer's gain following its trading update before the market opened. The group's performance for the half was supported by pleasing results in Bunnings and Wesfarmers Chemicals, Energy & Fertilisers, while results in Kmart Group and Officeworks were impacted by COVID-related disruptions and costs. The worst performing sector was the materials sector, and we saw mining giants BHP Group (ASX:BHP) and Rio Tinto (ASX:RIO) come under pressure, down 1.14% and 0.52% respectively.  Looking at the ASX200 stock leaderboard, two of Australia's best-known fund managers were among the day's top performers, Pendal Group (ASX:PDL) and Magellan Financial Group (ASX:MFG). Pendal Group led the way, up 7.8% following a statement that its chairman, James Evans would step down. Remember however, that last Friday Pendal fell 15.8% after a dip in funds under management. The second-best performer was Adbri (ASX:ABC), up 7.2% after announcing an extension of its lime supply contract with Alcoa. Meanwhile, Perseus Mining (ASX:PRU), Paladin Energy (ASX:PDN) and Liontown Resources (ASX:LTR) were down the most.  The most traded stocks by Bell Direct clients yesterday included Liontown Resources (ASX:LTR), Telstra (ASX:TLS) and BrainChip (ASX:BRN). Beach Energy (ASX:BPT) lifted 3.9%, trading at levels not seen since October last year, supported by the oil price surging higher recently. The US market was closed on Monday for the Martin Luther King Junior holiday. In Europe, stocks closed higher on Monday as investors digested a string of corporate news and the latest growth data out of China. Credit Suisse was involved in a scandal whereby its chairman resigned after breaking COVID quarantine rules. Overall, we saw the German DAX close 0.32% higher, the FTSE up 0.91% and the STOXX600 rise 0.7%.For today, in line with the positive session across the sea in Europe, the futures are suggesting the Aussie share market will open 0.30% higher. What to watch today:Rio Tinto (ASX:RIO) has just released its fourth quarter update. Its Chief Executive said despite the operating conditions remaining challenging in 2021, due to COVID-19 disruptions, the business continued to experience strong demand for its products and continued to progress several of its projects. Now Goldman Sachs expected iron ore shipments of 88.9Mt and 133kt of mined copper for the quarter. Rio has announced results that fall short of these expectations. Iron ore shipments of 84.1Mt and 132kt of mined copper. So keep watch of the stock, as it may come under pressure after falling short of these expectations. Other companies releasing their fourth quarter results today include: Galaxy Resources (ASX:GXY) and Orocobre's merger, Allkem (ASX:AKE), and petroleum company, Ampol (ASX:ALD).Oil prices edged higher as investors bet that supply will remain tight despite restrained output by major producers. The WTI crude oil price is currently up 0.54% to US$84.27 a barrel, that's a 7-year high. The gold price held steady at US$1,818 per ounce. And the seaborne iron ore price is trading 1.25% lower, at US$126 a tonne.Trading Ideas: Firstly, Bell Potter have maintained their BUY recommendation on City Chic Collective (ASX:CCX). The retail clothing company recently released its preliminary unaudited first half 2022 results and two of the key highlights included: (1) strong first half 2022 results that were ahead of Bell Potter's expectations, driven by strong growth in the US and robust sales in 

Lotus Resources' Managing Director Keith Bowes explains that the perfect storm for higher uranium prices is occurring and shares how Lotus Resources is positioned to profit. He provides a thorough update on the recent progress at the company's past producing Kayelekera uranium mine in Malawi. Lotus owns 85% of the Kayelekera mine, which was acquired from Paladin Energy in the beginning of 2020. Kayelekera produced about 11Mlbs from 2009 to 2014 before being put on care and maintenance due to low uranium prices. The mine has an existing resource of 37.5Mlbs at 630 ppm U3O8 as well as multiple near-mine exploration targets. A scoping study was completed that estimates only US$50M capex is needed to recommence production. It is anticipated that the feasibility study would be completed in Q2 2022, followed by a production decision in early 2023. Then after an estimated 12-to-15-month refurbishment period, uranium ore could be feeding the plant again by early 2024. Lotus management believes this timeline fits well with the expected uranium price boom and offers investors an attractive risk-reward investment value proposition with substantial upside. Keith Bowes is the managing director of Lotus Resources. He is a highly regarded mining executive with over 20 years of experience working on project development and operations in Africa, South America and Australia across a range of commodities and processes. Keith managed the Boss Resources' redevelopment program for the Honeymoon Uranium Mine, including all study phases and commercial trials of the new processing technology. As part of the study he led the development in the application of two new technologies that have redefined the Honeymoon opportunity (leach chemistry and IX resins). 0:00 Introduction 1:06 Uranium price commentary 4:02 Lotus potential price contracting 5:48 Perfect storm for a rising uranium price 6:17 Lotus to produce about 3Mlbs U3O8 per year 7:48 Lotus' competitive advantage 8:52 Resource expansion 10:45 Permits & licenses in place 11:03 Rare Earths exploration 12:55 Ore sorting advancement 18:05 Paladin's sale of Lotus shares 19:21 Lotus' divestment of cobalt project 20:20 Upcoming catalysts Tickers: LOT:ASX - LTSRF:OTC Sept 2021 corporate presentation: https://app.sharelinktechnologies.com/announcement/asx/0abaafb213664f8e5f8a4b2ff3d108d2 Website: https://lotusresources.com.au/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Lotus Resources is an MSE sponsor. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Lotus Resources' flagship Kayelekera uranium mine in Malawi is a proven past producer. Lotus owns 85% of the Kayelekera mine, which was acquired from Paladin Energy in the beginning of 2020. Kayelekera produced about 11Mlbs from 2009 to 2014 before being put on care and maintenance due to low uranium prices. The mine has an existing resource of 37.5Mlbs at 630 ppm U3O8 as well as multiple near-mine exploration targets. A scoping study was completed that estimates only US$50M capex is needed to recommence production. It is anticipated that the feasibility study would be completed in Q2 2022, followed by a production decision in early 2023. Then after an estimated 12-to-15-month refurbishment period, uranium ore could be feeding the plant again by early 2024. Lotus management believes this timeline fits well with the expected uranium price boom and offers investors an attractive risk-reward investment value proposition with substantial upside. Keith Bowes is the managing director of Lotus Resources. He is a highly regarded mining executive with over 20 years of experience working on project development and operations in Africa, South America and Australia across a range of commodities and processes. Keith managed the Boss Resources' redevelopment program for the Honeymoon Uranium Mine, including all study phases and commercial trials of the new processing technology. As part of the study he led the development in the application of two new technologies that have redefined the Honeymoon opportunity (leach chemistry and IX resins). 0:00 Introduction 1:19 Kayelekera uranium mine overview 3:05 Does Kayelekera have any fatal flaws? 5:39 Lotus' relationship with Paladin Energy 5:59 Lotus owns 85% of Kayelekera 6:27 Argument for undervaluation 8:39 Scoping study 12:05 US$50M refurbishment capex needed 12:33 Feasibility study 14:27 Feasibility study to include additional exploration? 16:07 Uranium price contracting 17:59 Timeline of advancement 19:14 Malawi as a mining jurisdiction 21:30 Permitting 22:36 Keith Bowes' qualifications 24:16 Treasury, debt and burn rate 26:39 Share registry 27:13 Upcoming catalysts Tickers: LOT:ASX - LTSRF:OTC Corporate presentation: https://www.miningstockeducation.com/wp-content/uploads/2021/08/20210713_LOT-July-Presenation_Final.pdf Website: https://lotusresources.com.au/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Lotus Resources is an MSE sponsor. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

US equities rose overnight, with all three indices closing with gains.  However, the Aussie share market is set for a flat start, with the futures suggesting the market will fall 0.1%. What to watch today: As NSW COVID-19 cases rise, restrictions are likely to remain in place until the 30th June. The travel bubble between New Zealand and NSW has been put on pause for 72 hours. Watch Sydney Airport (ASX:SYD) and Air New Zealand (ASX:AIZ). Uranium stocks are in the limelight as Prime Minister Scott Morrison lays the groundwork for a nuclear energy election plan. Keep an eye on Paladin Energy (ASX:PDN), Boss Energy (ASX:BOE) and Deep Yellow (ASX:DYL). The oil price is holding at US$73.00 a barrel, at its highest level in 3 years. Copper holds steady after a volatile week last week, after falling 7%. The iron ore price gained 0.3%.  Trading Ideas: Propel Funeral Partners (ASX:PFP) was upgraded as a Bell Potter BUY with a new $4.25 target, implying a 13% share price growth in a year.West African Resources (ASX:WAF), Emeco Holdings (ASX:EHL) and Senex Energy (ASX:SXY) are all giving off bullish charting signals according to Trading Central. 

Lotus Resources (ASX: LOT) managing director Keith Bowes joins Small Caps to discuss the company’s plans in reviving Paladin Energy’s previous Kayelekera uranium mine in Malawi. Lotus estimates minimal capital expenditure is required to bring the mine back online and has also identified rare earth potential at the project. At Kayelekera, Lotus expects to produce 3Mlb or uranium annually with a feasibility study due to finish in the first half of next year.

Deep Yellow (ASX: DYL) managing director John Borshoff joins Small Caps to discuss the company's positive prefeasibility study at the Tumas uranium project in Namibia.

Interview with Ian Purdy, CEO of Paladin Energy (ASX:PDN)

John Borshoff joins Small Caps to share his views on the uranium market and where he believes it's headed. John discusses his journey at Paladin Energy (ASX: PDN) in the 1990’s where he founded and ran the company taking it from a market cap of $2 million to $4.5 billion. One of the legendary stories in the mining space. We discuss John’s current company Deep Yellow (ASX: DYL) which is also operating in Namibia and on the hunt for uranium.

A weekly catch up with Brandon Munro, Uranium Market Commentator and CEO of Bannerman Resources (ASX:BMN).Brandon Munro is back and he's ready to share the latest and best insights into the uranium space with our Crux Investor viewers.First, we take a look at the impact COVID-19 has had on Kazakh uranium production. We all now the pounds are down and won't be made up, but is the virus going to extend the 3 months shutdown?Namibia is a country that has classified mining as an essential service, so the uranium sector there can continue at close to fully-optimised production.We then talk about how well Australia has dealt with the COVID-19 crisis and the positive impact this had had on BHP's Olympic Dam: it's still open as usual.After taking a look at Paladin Energy's fall from grace off the ASX300 and what this could spell out for all Australian uranium juniors, we talk about the need for consolidation in the uranium space. With projects, capital and expertise spread thinly, uranium companies need to band together if they hope to prosper or even survive come the turn of the uranium market.What did you make of Brandon Munro this week? Comment below and we will respond.Company page: https://www.bannermanresources.com.au/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comJoin Our Crux Club: https://www.crux-club.comFor FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/https://www.facebook.com/cruxinvestorTake advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Interview with John Borshoff, CEO of uranium company Deep Yellow Ltd (ASX:DYL)A minnow turning into a shark? Alright, you have our attention. Deep Yellow is a uranium explorer now entering a pre-development phase, listed on the ASX. Deep Yellow was founded with a focus on growing the existing uranium resources across its uranium projects in Namibia. However, the company emphasises M&A as a means of developing a geographically diverse asset portfolio, a "global multi-asset strategy." Deep Yellow promised an announcement of an acquisition last quarter, but this never materialised.After listening to Borshoff's contrarian take on the uranium market, we wanted to hear about the main challenges faced by uranium juniors. Long-term uranium prices need to rise from the twilight zone of mid-US$30/lb to something more substantial that an industry can be built on: US$40-50/lb.Borshoff is widely acknowledged as being the "father" of the uranium industry. His enormous US$4Bn success at Paladin Energy collapsed just as quickly as it was built after Fukushima, but we have no doubt of his expertise and experience. However, what will happen to the inexperienced uranium juniors who are currently hunkered down? What challenges will they face? Will they be take-out targets for larger uranium producers? The main issue for juniors, as Borshoff sees it, is a lack of "swallowers." There used to be a great deal of capital in the market, and many majors circling juniors ready to pounce. This has now changed, and while there are majors like Cameco and Kazatomprom that are still positioned strongly, juniors no longer have the safety net of being a near-guaranteed takeout target, and the majors that do exist are nowhere near as aggressive. The juniors are "eternal optimists," but, realistically, some of these companies are relying on "2+2" equalling "8." Juniors must think pragmatically. Borshoff thinks the uranium sector needs some of the juniors to act aggressively and grow in order to support the industry in a new bull market.Moving onto Deep Yellow, specifically, the company promised global acquisitions but is today sat on just one asset developed asset. It is conducting a PFS and things are going well. The resource is large and has doubled initially indicated projected production. It has a +20-year life-of-mine, and this is only using a 20km radius of the 50km orebody. Any project that is adjacent will be supplementary added pounds. Borshoff argues he doesn't need to make acquisitions right now because he has enough lbs in the ground. He comments on Marenica Energy's' property, stating Deep Yellow withdrew from it because "it didn't suit" them.Borshoff states that Namibia has its problems as a mining jurisdiction, but he states the Namibian authorities realise they need mining to improve their economy and try to minimise taxes as much as possible. He thinks Namibia is a genuine, honest jurisdiction with sophisticated dialogue paths. Nothing happens "at the whim." It appears stable. He thinks uranium will save the Namibian economy in the next 3-years.Borshoff expects to have a PFS completed by September/October. It will be a platform for Deep Yellow to stand on, look at the market, and plan its entry point. Then it's a case of permitting and marketing. Hypothetically, by mid-2022, it will be a good time to make a development decision.Why has Deep Yellow changed its tune on acquisitions? Can they deliver an acquisition in Q3/20. The company's Namibian play isn't the high-grade powerhouse most would expect to propel them into the global acquisition strategy. Borshoff disagrees. He thinks the Namibian asset, the Reptile Project, has a good chance to be a tier-1 asset. It's a solid project that, at the right price, will produce.What did you make of John Borshoff? Does Deep Yellow stand out at all from the other uranium juniors?Company page: https://deepyellow.com.au/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux...https://www.facebook.com/cruxinvestorTake advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Interview with John Borshoff, CEO of uranium company Deep Yellow Ltd (ASX:DYL).Second, John Borshoff tell us his plans to move Deep Yellow forward. He raised $15M 3yrs ago and bought their asset. He also raise $11M three months ago. He is now targeting available assets and building an asset pipeline to deliver a global portfolio. Originally Deep Yellow was a develop arm of Paladin Energy but it didn't do much. Didn't venture. It is a contrarian on a supply dynamic. It's not complicated share register which John Borshoff consolidated the shares down in number.It currently has a Namibian asset. He says that it is a good jurisdiction for mining and the assets had been under-explored. But they driver for him is to build a multi-project platform in multiple jurisdiction. He has a team who have delivered and built uranium projects and more importantly sold product into market. He has brought some of the band back together to see if they can take advantage of the low prices to pick projects up cheaply.His thesis relies on the uranium price remaining low for the next 12-18 months and getting funds to back his thesis now. He feels he has access to institutional capital and is being approached by other juniors uranium companies to partner. That is an interesting statement for several reasons. It suggests that some of the c.40 juniors are struggling to raise cash or don't know what they need to do next.My take-away from the past few days of interviewing uranium company CEO's and the last few months is that if the management team doesn't have a track record in uranium it is going to be tough. Running a Uranium company is harder than conventional mining operation. And they need cash. Listen to this video to understand why.1. Namibia - they have built mines, new processing in place, patents2. Developed a tier 2 project and created a tier 1 project. All driven by efficiencies3. Track record of the management team4. Increased resource base by x3. Built on the previously spent $50M by spending an additional $5M smarter.5. $17M in cashJohn Borshoff feels that because there has been a shift in attitude about the green revolution. Nuclear energy is a part of the solution and is being talked about in a way it wasn't before.Company page: https://deepyellow.com.au/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/https://www.facebook.com/cruxinvestorTake advantage, hear it here first: https://www.youtube.com/CRUXinvestor

In today's episode, Marcelo Lopez spoke with Alex Molyneux, a senior executive and investor in natural resources, who today acts as an advisor to an investment fund solely focused on capturing opportunities in the uranium market. Having already held various executive positions in companies in the sector, as he himself explains, he is able to have a deeper technical understanding of uranium particularities, such as operational issues, production, licensing and jurisdiction, which gives him a different approach when investing. Alex Molyneux curriculum gives him credibility to talk about uranium. After a decade working as a specialist mining investment banker at large banks in locations such as Melbourne, Beijing, London and Hong Kong, he took up executive positions in publicly traded mining companies, founded a uranium mining company, Azarga Uranium, and held the position of CEO of Paladin Energy during its restructuring phase. Asked about what he considers important in the pursuit of investment objectives in the sector, Alex talked about what aspects he prioritizes in the analysis and comments on what his expectations for the price of uranium are. Marcelo asks about the recurring assertion that excess inventory is putting pressure on the commodity and it is responsible for the current low price. Alex Molyneux draws up a detailed explanation of different types of inventory, such as those held strategically by governments and those held by utilities. He also talks about the trends he observes and the perspectives he has for each type of inventory, as well as the impact of this on the market. Alex also comments on the long-term contract maturities and the uncovered demand for nuclear power generators with the insight of someone who was the main executive of the world's second largest pure-play uranium company. When questioned as to why utilities are not taking advantage of low prices to buy more uranium, Alex clarifies how they deal with price and what actually motivates them to enter into contracts. He draws a parallel to the latest bull market and lists the factors that are influencing the current scenario. Alex Molyneux then gives his insight into the relevance of the Separative Work Units (SWUs) and what the price and volume dynamics of the spot and long-term market should look like from now on. What price range is required for the start up or ramp up of production projects? How long will it take to reactivate the McArthur River mine? Will there be an overshooting in the price? Is it possible to cover the production deficit in the coming years? Alex gave his opinion about all of this. When it came to KazAtomProm, Alex gave his point of view on the company’s production costs, capex, and the impact the exchange rate has on the company's decisions. He also talked about the role KazAtomProm has as an asset to compose a uranium-focused portfolio. Finally, Molyneux, who has worked as an investment banker focusing on mining, discusses the challenges that uranium producers could encounter if they need to obtain funding to bring projects online. To know more about L2 Capital Partners, please check out our website! The L2 Capital Podcast focuses on potential opportunities in the market, and brings to you industry leaders and intelligent conversation about their respective areas of expertise.

On this weeks show, listen to the campaign to stop uranium mining in Western Australia, updates on recent news of the national radioactive waste dump PLAN B and wher the Supreme Court of Appeals to stop Yeelirrie uranium mine is at.    You will hear from Dr Jim Green, the national nuclear free campaigner for Friends of the Earth talking about his latest smashing report that he has released this week with Latrobe University honors student Morgan Somerville calling on Perth based uranium company, Paladin Energy to clean up its mess in Malawi, Africa. And finally an interview with Dr Christine Jefferies-Stokes, paedetrician in Kalgoorlie who has been sounding the alarm about health problems caused by contaminants in water, including uranium in the Goldfields area of Western Australia.  Dr Jim Green full report  https://nuclear.foe.org.au/paladin-energy-uranium-africa/  Dr Christine Jefferies-Stokes phd http://research-repository.uwa.edu.au/en/publications/the-western-desert-kidney-health-project(9ab5a769-a1a6-4bd2-94c6-58b465f28940).html?uwaCustom=thesisFor more information on the WA nuclear free campaign go to http://www.ccwa.org.au/nuclearfreewa

John Borshoff, founder of Paladin Energy and CEO of Deep Yellow Ltd., explains what it takes to make a globally recognized, multi-billion dollar uranium mining company. ** Tweet comments @AlbertKLu #deepyellow ** Interview Highlights [0:40] History of Paladin Energy [7:00] Struggles at Paladin [9:08] The Deep Yellow team [10:40] Uranium companies are like the airlines [12:55] Planning for decades in the future [15:04] The advantage of no Chinese equity in Deep Yellow [16:55] The advantage of no private equity in Deep Yellow [19:34] On coming out of retirement About the guest Mr Borshoff is a geologist and uranium industry veteran who founded Paladin Energy Limited in 1993, taking that company from a junior explorer to a globally recognized, multi-billion dollar uranium mining company. Mr Borshoff joined the Deep Yellow Board in October 2016. Contact him via: Email: info@deepyellow.com.au Web: http://www.deepyellow.com.au About the host: Albert Lu is the President & CEO of Sprott US Media. Contact him via: Twitter @AlbertKLu Web at http://sprottmedia.com

John Borshoff, founder of Paladin Energy and CEO of Deep Yellow Ltd., explains what it takes to make a globally recognized, multi-billion dollar uranium mining company. ** Tweet comments @AlbertKLu #deepyellow ** Interview Highlights [0:40] History of Paladin Energy [7:00] Struggles at Paladin [9:08] The Deep Yellow team [10:40] Uranium companies are like the airlines [12:55] Planning for decades in the future [15:04] The advantage of no Chinese equity in Deep Yellow [16:55] The advantage of no private equity in Deep Yellow [19:34] On coming out of retirement About the guest Mr Borshoff is a geologist and uranium industry veteran who founded Paladin Energy Limited in 1993, taking that company from a junior explorer to a globally recognized, multi-billion dollar uranium mining company. Mr Borshoff joined the Deep Yellow Board in October 2016. Contact him via: Email: info@deepyellow.com.au Web: http://www.deepyellow.com.au About the host: Albert Lu is the President & CEO of Sprott US Media. Contact him via: Twitter @AlbertKLu Web at http://sprottmedia.com