External broker reports(aggregated public sources), Canaccord Genuity

Canaccord Genuity

External broker reports(aggregated public sources)

Canaccord Genuity Group Inc. is a leading independent investment bank with operations in North America, UK & Europe and Asia-Pacific. Canaccord Genuity Group Inc. is a leading independent, full-service financial services firm. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Laramide Resources Ltd. is a mineral resource company. The Company specializes in the acquisition, discovery and development of uranium projects. Laramide's current main focus is the Westmoreland Uranium Project in Queensland, Australia.

<ul><li>Laramide Resources (LAM-ASX) maintains five global uranium assets including two 100%- owned flagship projects in Crownpoint-Churchrock (New Mexico) and Westmoreland (Queensland).</li><li>Its resource base stands at an impressive 117Mlb.</li><li>With one final permit required for the Churchrock project, we believe LAM could provide much needed near-term supply to the US market. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Laramide Resources (LAM-ASX) maintains five global uranium assets including two 100%- owned flagship projects in Crownpoint-Churchrock (New Mexico) and Westmoreland (Queensland).Its resource base stands at an impressive 117Mlb.With one final permit required for the Churchrock project, we believe LAM could provide much needed near-term supply to the US market. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Laramide Resources Ltd - US Uranium Leverage with an Australian Kicker

Junior Finance Analyst, Steno Research

Ulrik Simmelholt

Junior Finance Analyst

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Commodities

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

<ul>
<li>The Drill: Could nuclear be the next Trump bet?</li>
<li>This week’s The Drill examines commodities in the aftermath of Trump’s election, where calm has begun to return as risks were initially overestimated.</li>
<li>Nuclear energy is likely an underappreciated theme in the new Trump administration, while tariff threats appear overblown.</li>
</ul>


The Drill: Could nuclear be the next Trump bet?
This week’s The Drill examines commodities in the aftermath of Trump’s election, where calm has begun to return as risks were initially overestimated.
Nuclear energy is likely an underappreciated theme in the new Trump administration, while tariff threats appear overblown.


The Drill: Commodities post Trump election

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

<ul><li>Announcement about attending the Indaba mining conference in South Africa in 2025</li><li>Discussion on the Russian uranium enrichment ban and its implications</li><li>Explanation of the uranium conversion and enrichment process for nuclear reactors</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Announcement about attending the Indaba mining conference in South Africa in 2025Discussion on the Russian uranium enrichment ban and its implicationsExplanation of the uranium conversion and enrichment process for nuclear reactorsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Cross Asset Strategy

<ul>
<li>SMRs enable decarbonization of electricity through low carbon heat and hydrogen production. Small Modular Reactors (SMRs) are advanced nuclear reactors.</li>
<li>SMRs are not new. They have been in design phase for long and not deployed at scale with cost being the primary hurdle.</li>
<li>By 2026 data centres are expected to hog &gt;1,000 TWh of electricity which is equivalent to the electricity consumption of Japan.</li>
</ul>


SMRs enable decarbonization of electricity through low carbon heat and hydrogen production. Small Modular Reactors (SMRs) are advanced nuclear reactors.
SMRs are not new. They have been in design phase for long and not deployed at scale with cost being the primary hurdle.
By 2026 data centres are expected to hog &gt;1,000 TWh of electricity which is equivalent to the electricity consumption of Japan.


Energy Transition Requires Betting Big on Nuclear Starting Small with SMRs

Thematic (Sector/Industry)

<ul><li>Discussion about protests over whipping and mention of uranium equities being hammered.</li><li>Mention of a privately owned physical uranium investment fund in Kazakhstan with inventory surplus feeding into spot market selling.</li><li>Discussion on small cap companies with transformational changes, including Javelin acquiring Eureka gold project and potential impact of options on market cap.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion about protests over whipping and mention of uranium equities being hammered.Mention of a privately owned physical uranium investment fund in Kazakhstan with inventory surplus feeding into spot market selling.Discussion on small cap companies with transformational changes, including Javelin acquiring Eureka gold project and potential impact of options on market cap.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nuclear Renaissance
Insights on Nuclear and Uranium

Laramide Resources Ltd - US Uranium Leverage with an Australian Kicker

Laramide Resources (LAM-ASX) maintains five global uranium assets including two 100%- owned flagship projects in Crownpoint-Churchrock (New Mexico)...

Canaccord Genuity

The Drill: Commodities post Trump election

The Drill: Could nuclear be the next Trump bet? This week’s The Drill examines commodities in the aftermath of Trump’s election, where calm has...

Steno Research

Russian sends uranium stocks flying

Excitement for attending Indaba mining conference in Africa, seeking suggestions for site visits and content creation, explanation of Russian...

Money of Mine

Energy Transition Requires Betting Big on Nuclear Starting Small with SMRs

SMRs are critical to energy transition. Not new. Just not deployed at scale yet. Keen to secure exposure to nuclear power industry. Tread...

Mint Finance

We Check Out These Small Cap Bolters

The article discusses protests over whipping and praise for Australia, mentions a privately owned physical uranium investment fund in Kazakhstan,...

Money of Mine