Research

As a large investor in the infinite resource space, I like seeing Buffett highlight how renewables can generate huge amounts of cheap power. In the past 20 years, renewable energy has gone from an expensive pipe dream to an amazing source of clean, cheap energy that can produce incredible returns for investors. But… two of Buffett’s statements are wrong. (6 minute read).

Attendees of the recent Vancouver Resource Investment Conference had the good fortune to hear to Frank’s current thoughts on the world… and where he is investing right now. My public interview with him was one of the conference’s highlights.

During boom times, people are more than happy to spend that much on a deposit. During bust times, when sentiment is terrible, they are happy to sell the same deposit for a 75%+ discount. That’s when you need to be ready to buy. (5 minute read).

Northern Dynasty's Pebble Project is the focus of intense debate. It’s become one of the biggest stories in the natural resource industry. To give you an expert’s perspective on this debate, I sat down face to face and discussed Pebble with the legendary geologist David Lowell. (6 minute read).

As I mentioned in this essay, private placements are in high demand with wealthy, knowledgeable investors.

You see, unlike most everyone who is now writing about Northern Dynasty, I owned this stock long before it became headline news. So, I may have unique insight on the situation that others do not. (4 minute read).

Russia controls over 50% of the world’s uranium enrichment capacity. The enrichment facilities in the U.S. and in countries friendly to the U.S. are running virtually flat out. (5 minute read).

As much as any natural resource, uranium has a clear path to much greater demand over the next 15 years. However, that demand will not be satisfied with spot prices under $20 per pound. It costs the mining industry more than that to get it out of the ground. Either the price of uranium will go up or the lights will go out. (5 minute read).

Taking a position in high-quality uranium stocks right now stands a very good chance of working out well for investors. In fact, a good case can be made that higher uranium prices are not a matter of “if,” but a matter of “when.” That’s why I’m making this sector one of the biggest bets of my career. (6 minute read).