Out Fox The $treet

Summary Uranium market headed towards a supply deficit favors companies bringing on production now. Multi-year low stock price provides opportunity for Uranerz Energy. Recent production start offers multi-year growth phase. Uranerz Energy Corporation ( URZ ) makes for an interesting play with uranium prices trading at near decade lows and the company recently starting up initial production. The combination doesn't appear ideal, but some under the surface catalysts suggest a company hitting full stride by 2016 an optimal scenario. The re-start of nuclear operations in Japan provides one of those catalysts for the industry, but many headwinds exist in the short-term that the industry must overcome. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Small-cap Insight Summary Uranium market provides long-term opportunity despite recent weakness. Japan approval of nuclear energy provides a near-term catalyst. Uranium Energy offers the cheapest valuation amongst the junior miners. After the Fukushima nuclear disaster in Japan roughly three years ago, the uranium market has been crushed. The spot uranium price is off by more than 50% and now sits at multi-year lows. The stock prices of junior uranium miners such as Ur-Energy Inc. ( URG ) and Uranerz Energy Corporation ( URZ ) are only now starting to recover while Uranium Energy Corp ( UEC ) continues plunging towards financial crisis lows. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.