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Paul Renken has a broad range of experience in various aspects of the mining and minerals business. He began his career as a geologist for Canadian junior resource companies in the Western United States. Owning a stake in a private consulting firm as vice president of exploration, Renken searched for various base metals, precious metals and industrial minerals. In the U.K., he worked in the equity market media outlets of Digitallook and Hemscott before joining VSA as mining analyst in 2006.
Is There a Bright Spot in Commodities? Ask Paul Renken (11/10/15) Demand for commodities is in the doldrums, but the fundamentals of uranium and lithium are favorable when compared with other materials, says Paul Renken, mining analyst for VSA Capital Ltd. In this interview with The Energy Report, Renken notes that rising demand for batteries will soon exert pressure on lithium production capacity and that well-placed uranium juniors are in position to meet demand from nuclear power plants now in development. Investors must be patient, but diligent selection will be rewarded.
VSA Capital's Paul Renken Follows the Flow of Risk Capital into the Battery Space (6/23/15) Paul Renken, mining analyst with London-based VSA Capital, says risk capital is being invested ahead of actual consumer demand in the high-technology battery/electric vehicle sector, and believes the "if-you-build-it-they-will-come" mentality pervading the space is an investment wave of the future. In this interview with The Energy Report, Renken offers insight into what he wants in battery materials equity plays, as well as in uranium and fertilizer plays, all of which are primed to power energy portfolios.
Paul Renken's Gold, Graphite and REE Names Poised for Gains (6/22/15) Paul Renken, mining analyst with London-based VSA Capital, spends much of his time researching small and micro-cap resource equities and the commodities central to their business models so we don't have to. In this interview with The Gold Report, Renken suggests some of his favorite graphite and rare earth names, as well as a handful of gold equity picks.
"NMX recently received the Canadian patent on a hydrolysis process and has already shown that it can directly produce a lithium hydroxide." (11/10/15) Nemaska Lithium Inc. - The Energy Report Interview with Paul Renken Moreá>
"FCU has probably the highest-grade unmined uranium deposit in the world that isn't controlled by a major uranium producer." (11/10/15) Fission Uranium Corp. - The Energy Report Interview with Paul Renken Moreá>
"If NMX can produce lithium hydroxide in a single step, which so far seems possible, it would be quite competitive with other producers." (6/23/15) Nemaska Lithium Inc. - The Energy Report Interview with Paul Renken Moreá>
"NXE has proven that the same feature mineralized on FCU's ground is mineralized with high-grade uranium on its ground." (6/23/15) NexGen Energy Ltd. - The Energy Report Interview with Paul Renken Moreá>
"SYR's Balama graphite and vanadium deposit is so large it could produce all the graphite needed in the world for the next 100 years." (6/22/15) Syrah Resources Ltd. - The Gold Report Interview with Paul Renken Moreá>
"AAZ and spinoff company Fission 3.0 are in joint venture on the property immediately north of Patterson Lake South." (7/28/14) Azincourt Uranium Inc. - The Gold Report Interview with Paul Renken Moreá>
"Metallurgical testing on MKA's REE deposit in Malawi suggests that it should be fairly easy to process with relatively high rates of recovery." (7/28/14) Mkango Resources Ltd. - The Gold Report Interview with Paul Renken Moreá>