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July 6th: Golden Rock Weekly Roundup
Market Update, OpenAI/Oracle Deal, Pinyon Plain, Boss/Encore, and KATCO
Jul 6
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July 6th: Golden Rock Weekly Roundup
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Deep Dive #9: Introduction to Uranium Miners
As readers are aware, since the start of Golden Rock, we have spent the vast majority of the time covering the fundamentals of the industry across…
Jul 3
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Deep Dive #9: Introduction to Uranium Miners
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June 2025
June 28th: Golden Rock Weekly
Market Update
Jun 28
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June 28th: Golden Rock Weekly
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When Is Cameco Going to Buy NexGen?
The answer is now. Right now.
Jun 26
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When Is Cameco Going to Buy NexGen?
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60-Day Review & Big SPUT Raise
Top Must-Reads & Mid-Week Market Thoughts
Jun 25
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60-Day Review & Big SPUT Raise
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Flash Note: June 20th
Global Atomic, Somair Nationalization, Peninsula Contracts & Boss Guidance Hit
Jun 20
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Flash Note: June 20th
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Deep Dive #8: Global Inventories, Part 1
Forms of Inventory & Holders
Jun 18
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Deep Dive #8: Global Inventories, Part 1
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Flash Video: SPUT $200M Upsizing
As everyone knows by now, SPUT upsized their bought financing from Canaccord Genuity from US$100M to US$200M just before the North American equity open.
Jun 16
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Flash Video: SPUT $200M Upsizing
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10:37
Flash Note: US$100M SPUT Bought Deal
Sprott Physical Uranium Trust (SPUT) announced that it has entered into an agreement with Canaccord Genuity to purchase on a bought deal basis 5.8M…
Jun 16
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Flash Note: US$100M SPUT Bought Deal
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June 14th: Golden Rock Weekly Roundup
Market Update, World Bank, Diablo, Sizewell C, Aura, Nexgen Site Program
Jun 14
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June 14th: Golden Rock Weekly Roundup
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Flash Note: Talen/Amazon PPA Expansion + Market Update
Just eight days ago, the world learned that META Signs 20-Year Agreement with CEG in its first foray into purchasing output from a nuclear power plant.
Jun 11
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Flash Note: Talen/Amazon PPA Expansion + Market Update
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Westinghouse Targets $75B US Nuclear Expansion
Plans for 10 New Reactors
Jun 9
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Westinghouse Targets $75B US Nuclear Expansion
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