Thursday, July 31, 2014

Where Almost Counts: Horseshoes, Hand Grenades, And Silver Bull

Disclosure: Long SVBL. Please read our full disclaimer.
  • Silver Bull is one of the largest and most attractive independent silver resources around.
  • The company has been advancing towards production and silver prices have been moving up, yet the stock price has moved down.
  • Silver Bull has over $2 billion worth of zinc which it gets little credit for. Zinc is near a 3 year high.
  • We argue that even critics would have to agree that this company is worth multiples of its current market cap.
 You can read our full article here. 

Legal Disclaimer      Twitter: @lazarusip

Tuesday, July 15, 2014

Ur-Energy: A Uranium Giant In The Making, Part 2

Disclosure: Long URG. Please read our full disclaimer.
  • Since December, Ur-Energy has transitioned from a development company to one of the largest domestic producers of uranium, with capacity to produce 20% of US supply this year.
  • The company has materially added to its resource, posted two quarters of solid production, and given strong guidance through 2015 yet the stock price is unchanged.
  • We explain the upside potential that convinced us to become a top shareholder of the company.
  • We provide an interview with the company’s Chairman highlighting progress at the company.
You can read our full article here.

Legal Disclaimer      Twitter: @lazarusip