The Calandra Report

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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Runaway Uranium | Manitoba Nickel-Copper Hit

Uranium’s Green-Letter Days 17-year spot price high; contract prices ascending THE CALANDRA REPORT Also: NiCan | C3 Metals | Arizona Sonoran Copper | Ivanhoe Electric | Western Copper & Gold Good price days for the nuclear fuel are stretching to weeks, months and years. “It is climbing. See what the next days bring,” says Cory Belyk, CEO

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Longing For China’s Short (Copper)

‘Always Be Long,’ Africa Miner Says Copper’s spot price and active futures contracts are rising 2.2% at last look. So-called volatility is accelerating in producer-copper equities such as Vale, Glencore, Freeport McMoRan FCX (up 5% right now), BHP, Rio Tinto, Teck Resources — and our preferred copper producer, Ivanhoe Mines IVN IVPAF and sister-co Ivanhoe

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Copper Kicking In — China-Scale

‘Always Be Long Nation’s Short Copper’ Copper’s spot price and active futures contracts are rising 2.2% at last look. So-called volatility is accelerating in producer-copper equities such as Vale, Glencore, Freeport McMoRan FCX (up 5% right now), BHP, Rio Tinto, Teck Resources — and our preferred copper producer, Ivanhoe Mines IVN IVPAF and sister-co Ivanhoe

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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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Picky Mining Investors Show Early Interest In ‘Deal’ Forgers

Kenorland Minerals’ stock gain sways fickle investors Also cited: Vista Gold; AMEX Exploration Eldorado Gold & Seabridge Gold Canada’s Kenorland Minerals shares this (past) week notched a 20% gain in a picky, even swampish market for mining stocks. So far, the gain and the thickest turnover of shares in 2 months for Kenorland KLD KLDCF

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Big Miners ‘Reaching Down’ To Smaller Explorers

Kenorland Minerals one of several mini-maxi transactions Also cited here: Vista Gold; AMEX Exploration; Eldorado Gold; McEwen Mining; Seabridge Gold; Inomin Mines* Canada’s Kenorland Minerals shares this week notched a 20% gain in a picky, even swampish market for mining stocks. So far, the gain and the thickest turnover of shares in 2 months for

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Mini-Maxi Combination Signals Opportunity For Miners

Obscure Québec Explorer In $24 Million CAD Transaction A neglected sub-$15 million metals explorer, Orford Mining ORM ORMFF, will become part of a company, Alamos Gold AGI, that qualifies as one of the fastest growing Canadian gold producers of the past 10 years. The Orford-Alamos boilerplate: external news report here please. Press Release here please.TCRs,

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