Sprott Asset Management's John Campiglia: A new 2-year #uranium report shows China 🇨🇳 added 86Mlbs, while US 🇺🇸 inventories grew by just 1.5Mlbs, and the EU 🇪🇺 by 1.2Mlbs. John incredulously notes that Western fuel buyers still believe they can access #SPUT's U³O⁸ lbs through sales or loans 🤡

Do junior mining investors still care about "district scale opportunities"? GFG Resources Inc $GFG.V CEO says that we're currently witnessing the biggest gap between metals and equity prices. "If the retail market doesn't close the gap, the institutional market will", he told me.

If you are invested in #uranium and have not done so, I highly recommend this interview by Antonio A. and John Ciampaglia of Sprott. There are a few items I would like to add. Grab a coffee, this will be a long thread on #uranium/1 youtube.com/watch?v=YsXE5X…

reminds me of Rick Rule

Why is Manitoba giving money to exploration companies? T2 Metals Corp (TSXV: TWO; OTCQB: AGLAF) $TWO.V recently received $500K in grants, and that's expected to continue. Here is how that works.

Newsletter writers don't always have the best reputation in the junior mining space, that's no secret. How does Brian Leni's Brian Leni manage the inherent risks of our space with writing for a broader audience, and how does he deal with losses?

One topic I have thinking about this summer is how commodity price predictions are so unreliable. All look like this: demand growing, supply matching three years from now,and then a wide gap. Why? Maybe the answer lie with spiders and the U.S. Department of Agriculture...

What makes our business model unique? 🎥 $RRI $RVSDF CEO, John-Mark Staude answers the tough questions from Antonio A. of #ResourceTalks including the benefits of the #ProspectGenerator model! #miningstock #resourceinvesting #criticalresources

Sell in May, go away, and never come back? GoldDiscovery.com's data shows an average decline of 44.7% across 2,249 juniors. Too many questions to list, but this was a great reality check. We were also joined by Jon Goodman of Dundee Corporation. Watch it -> youtu.be/AZF9tODvauI

Just what the doctor ordered after today's carnage: A dose of Antonio A. and Luc ten Have with Jon Goodman (the Dundee one, not the actor...) H/T Manu H 👇 youtube.com/watch?v=AZF9tO…

#Kazakhstan's economy has experienced growth due to its efforts to diversify its economy. The country has created a business-friendly environment, which promotes foreign investment. 🇰🇿 We're happy to be part of it's growing #miningindustry!

Silver went to $50 in 2011. A lot of people (probably?) hoped it'd keep going to $100, and then $300, and then infinity ... but it didn't. It lost >70% in <5 years. Is this time different? What's stopping it from doing it again here? Peter Krauth says the market has changed.

How can prospect generators avoid becoming just another junior staking claims in someone's shadow? Riverside Resources $RRI.V's John-Mark Staude says "it used to take at least 7 owners, and 25 years to find something and turned into a mine". "If anything, it's gotten worse", he adds.

Baselode's James Sykes continues drilling at ACKIO while exploring new uranium discovery potential to the northeast. $FIND $BSENF

What do gold producers look for in companies they want to acquire? A lot of you might say it's based on the EV/oz in-the-ground ratio. "No, no, no, it's not that at all, actually.", says Contango ORE $CTGO's CEO Rick Van Nieuwenhuyse.

Are single-asset mining companies still investable? Dundee Corporation's Jon Goodman says "it is investable, but you have to look at the risks and those risks have to be factored into the price you're paying".

Doing a JV with a major is not as straightforward as just giving them 75% of your asset. CopperCorp $CPER.V CEO Stephen Swatton who spent many years working for a major mining company explains why not all deals are created equal. Full convo -> youtu.be/YsXE5X1j3_I

Mining stocks are the best. When the commodity goes up, mining stocks decline by 1-2%. When the commodity goes down, mining stocks decline by 5-10%. Where else can you get this leverage in markets?