Summer Sale
50% off Premium Yearly
Opinions Benj Gallander
Denison Mines CorpDML.TODON'T BUYJul 17, 2015
Stock price when the opinion was issued
As of Jun 19, 2026. Market Open.
You might be interested:
He bought this three years ago when investors hated uranium, but he has since made his money back. DML is trying proven recovery methods but at a deeper depth that could work. If it does, shares go higher, but fears this method could be challenging on a commercial scale. Swo, he feels of two minds about DML. DML is the most important junior in the Athabasca basin. Their edge is operating a permitted mill there.
Rick RuleUnique because using in situ recovery methods for uranium using chemicals and water. Technology is well proven globally, and really brings down the capital and operating costs. Very strong economics. Newest project is almost fully financed. Prime takeout candidate. No dividend.
(Analysts’ price target is $3.46)
Dennis da SilvaSmall-cap Canadian name in uranium. Risk is that they're trying technology in a way that hasn't been tried before. If it works, they'll do extremely well; if not, they'll have challenges. Bull market for uranium. Expects it to do well for a year. He's long this name.
Rick Rule
Acquired Fission Uranium, and often when companies combine, that can cause some problems and some write-downs. Fission garnered an awful lot of press and ended very well because of it. Often when you have 2 weak companies merging, that often does not bode well. This could be a good pick, perhaps towards the end of the year after tax loss selling. He would stay away at this time.