Industrials Key Pics – Upside Supported By Fundamentals

Lithium prices, and related equities, have been under material pressure over the last 18 months. However given EV demand continues to grow, a destocking across the supply chain, and curtailment of producing supply and delaysRead more

CYL’s reserve growth to 1.0Moz is positive and underpins the ramp-up of production from 100koz to ~200koz by FY27 driven by the development and ramp up of the satellite deposits at Plutonic East and Trident.Read more

Coarse grade mineralisation evident at Western Flanks could boost grade for periods of the production profile driving upside to the current base case. There is also potential for similar mineralization in the Fletcher zone, withRead more

PDN has announced that Fission Uranium Corp. (TSX:FCU, Not Covered) shareholders have voted to approve the proposed combination of companies. Of votes cast at the FCU Special Meeting, 67.9% were in favour of the transaction,Read more

BOE’s recent production update suggests ramp-up of its 100% owned Honeymoon uranium project is progressing well. The operation is expected to produce 0.85 Mlbs of U3O8 in FY25. Crucially, the first Ion Exchange extraction columnRead more