V-Con is Stockhead’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players.

This conference series is focused on the booming uranium market. Underpinned by an existing structural supply deficit, COVID-19 supply disruptions have seen the commodity’s spot price jump +30 per cent year-to-date.

Out performing major commodities this year, suggestions of a permanent price shift have seen the investment spotlight placed firmly on junior uranium explorers and producers.

We talk to the experts about whether the good times in uranium are set to continue and hear from companies that are leading the way with prospective and established uranium reserves.

Session 1 – Expert Interview: The Fund Manager’s Perspective

Corporate analyst Peter Strachan interviews Scott William, CEO & CIO of FiftyOne Capital

FiftyOne is a boutique investment firm that manages Progressive Global Fund, a multi-strategy equity fund, investing predominately in large and small cap companies listed on developed global markets.

Session 2 – Company Presentations

Vimy Resources Ltd (ASX:VMY)
Mike Young, CEO & MD

Vimy Resources is a Perth-based resource development company focused on the development of the Mulga Rock Project, located about 290km northeast of Kalgoorlie in Western Australia. Mulga Rock is Australia’s largest advanced uranium project.

Bannerman Resources Ltd (ASX:BMN)
Brandon Munro, CEO

Bannerman Resources is developing its 95%-owned Etango Project in Namibia. Etango is amongst the largest and most advanced uranium projects globally, offering investors exceptional leverage to a uranium price recovery.

Peter Woods, Non-Executive Director

TNT Mines has performed strongly since announcing the acquisition of the 100% owned
high-grade East Canyon Uranium Vanadium project in Utah, USA. Right place, right time
for the company as further exploration begins shortly following up visible, shallow and
high-grade Uranium assay results.


Session 3 – Panel Discussion: The Expert Perspective

Stockhead host Peter Strachan sits down with Grant Davey, Founder and Owner, Matador Capital.

Matador Capital is a boutique investment firm focus on identifying world class development projects and attracting the people with the appropriate technical and management skills that have a proven track record of creating shareholder value.

Session 4 – Company Presentations

GTI Resources Ltd (ASX: GTR)
Bruce Lane, Executive Director

GTI Resources is an ASX listed mineral development company that has acquired uranium and vanadium properties in Utah, USA. The company is currently preparing for its maiden drilling program.

Alligator Energy Ltd (ASX: AGE)
Greg Hall, CEO

Alligator Energy is focused on the discovery of world class energy metal resources including uranium deposits in the Alligator Rivers Uranium Province in the Northern Territory and Ni-Co deposits within northwest Italy.

Marenica Energy Ltd (ASX: MEY)
Murray Hill, CEO

Marenica Energy an ASX exploration company with two broad areas of focus, uranium exploration and application of its patented beneficiation process called U-pgrade™.