The Calandra Report

Catapult Trading Triggers: Yukon | Texas | DHT Maritime

DHT Maritime | enCore Energy | GoviEx Uranium | Banyan Gold | Seabridge Gold TCRs, each of the headlined names here shows trading signs they will be ‘breaking good’ in coming days. All have current or looming developments.     BANYAN GOLD BYN BYAGF: At $13 per ounce in the ground, Yukon’s 7-million-ounce (inferred) Banyan Gold …

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Acid On Yellow Cake: Tight Uranium Catapults

Kazatomprom Confirms Sulphuric Acid Shortages Uranium prices and their attendant equities are surging, yet again, Thursday. Sulphuric acid shortages, higher costs for the agricultural fertilizer ingredient and new mine delays caused Kazatomprom KZAP on LSE, a major Kazakhstan uranium producer, to tick off guidance risks for 2024 and probably 2025. See KZAP report. “The news …

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Rob McEwen, Argentina Copper & President’s ‘Damnit’

‘Viva la libertad, carajo.’ [‘Long live freedom, damnit.’] — Argentina President Javier Milei  TCRs, our 35-minute interview with McEwen Mining‘s Robert McEwen came on the same day as new Argentina President Javier Milei‘s jarring defense of capitalism and speech-ending ‘damnit‘ at Davos World Economic Forum. [See please Javier Milei’s Davos Video &] * Rob, 73, …

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