Clock - Uranium Supply Crunch and Critical ... - Andrew Johns

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Canada Research | Page 86 of 87UraniumFor purposes of the Financial Services Authority requirements, this research report is classified as independent with respectto conflict of interest management. RJA, RJFI, and Raymond James Investment Services, Ltd. are authorised and regulatedby the Financial Services Authority in the United Kingdom.For clients in France:This document and any investment to which this document relates is intended for the sole use of the persons to whom it isaddressed, being persons who are Eligible Counterparties or Professional Clients as described in “Code Monétaire etFinancier” and Règlement Général de l’Autorité des Marchés Financiers. It is not intended to be distributed or passed on,directly or indirectly, to any other class of persons and may not be relied upon by such persons and is therefore notintended for private individuals or those who would be classified as Retail Clients.For institutional clients in the European Economic Area (EEA) outside of the United Kingdom:This document (and any attachments or exhibits hereto) is intended only for EEA institutional clients or others to whom itmay lawfully be submitted.Proprietary Rights Notice: By accepting a copy of this report, you acknowledge and agree as follows:This report is provided to clients of Raymond James only for your personal, noncommercial use. Except as expresslyauthorized by Raymond James, you may not copy, reproduce, transmit, sell, display, distribute, publish, broadcast,circulate, modify, disseminate or commercially exploit the information contained in this report, in printed, electronic or anyother form, in any manner, without the prior express written consent of Raymond James. You also agree not to use theinformation provided in this report for any unlawful purpose. This is RJA client releasable researchThis report and its contents are the property of Raymond James and are protected by applicable copyright, trade secret orother intellectual property laws (of the United States and other countries). United States law, 17 U.S.C. Sec.501 et seq,provides for civil and criminal penalties for copyright infringement.Additional information is available upon request. This document may not be reprinted without permission.RJL is a member of the Canadian Investor Protection Fund. ©2012 Raymond James Ltd.Raymond James Ltd. | 2200 – 925 West Georgia Street | Vancouver BC Canada V6C 3L2
Uranium Canada Research | Page 87 of 87RAYMOND JAMES LTD. CANADIAN INSTITUTIONAL EQUITY TEAM WWW.RAYMONDJAMES.CAINSTITUTIONAL EQUITY SALESHEAD OF SALESMIKE WESTCOTT 416.777.4935MICHELLE MARGUET (MARKETING COORDINATOR) 416.777.4951EQUITY RESEARCHHEAD OF EQUITY RESEARCHDARYL SWETLISHOFF, CFA 604.659.8246CONSUMER PRODUCTS & RETAILCONSUMER PRODUCTS & RETAILKENRIC TYGHE, MBA 416.777.7188SARA KOHBODI, CFA (ASSOCIATE) 416.777.4916ENERGYOIL & GAS ENERGY SERVICES, HEAD OF ENERGY RESEARCHANDREW BRADFORD, CFA 403.509.0503NICK HEFFERNAN (ASSOCIATE) 403.509.0511INTERNATIONAL OIL & GASRAFI KHOURI, B.SC, MBA 403.509.0560CYNTHIA YEE (ASSOCIATE) 403.221.0355ANA WESSEL (ASSOCIATE) 403.509.0541OIL & GAS TRUSTS | OIL & GAS PRODUCERSKRISTOPHER ZACK, CA, CFA 403.221.0414GORDON STEPPAN, CFA (ASSOCIATE) 403.221.0411OIL SANDS | OIL & GAS PRODUCERSJUSTIN BOUCHARD, P.ENG, CFA 403.509.0523VINCENT URNESS (ASSOCIATE) 403.509.0534OIL & GAS PRODUCERSLUC MAGEAU, CFA 403.509.0505INDUSTRIALINDUSTRIAL | AEROSPACE & AVIATION, HEAD OF INDUSTRIAL RESEARCHBEN CHERNIAVSKY 604.659.8244THEONI PILARINOS, CFA (ASSOCIATE) 604.659.8234GREG JACKSON (ASSOCIATE) 604.659.8262INFRASTRUCTURE & CONSTRUCTIONFREDERIC BASTIEN, CFA 604.659.8232JAMIL MURJI, CFA (ASSOCIATE) 604.659.8261TRANSPORTATION | AGRIBUSINESS & FOOD PRODUCTSSTEVE HANSEN, CMA, CFA 604.659.8208ARASH YAZDANI, MBA (ASSOCIATE) 604.659.8280MININGPRECIOUS METALS, HEAD OF MINING RESEARCHBRAD HUMPHREY 416.777.4917PHIL RUSSO (ASSOCIATE) 416.777.7084TOM HALTON (ASSOCIATE) 416.777.6419BASE METALS & MINERALSADAM LOW, CFA 416.777.4943TRACY REYNOLDS (ASSOCIATE) 416.777.7042BASE METALS & MINERALS | PLATINUM GROUP METALSALEX TERENTIEW, MBA, P.GEO 416.777.4912ROSS YAKOVLEV, CA, MBA (ASSOCIATE) 416.777.7144PRECIOUS METALSGARY BASCHUK 416.777.7098GORDON LAWSON (ASSOCIATE) 416.777.7102URANIUM & JUNIOR EXPLORATIONDAVID SADOWSKI 604.659.8255FOREST PRODUCTSFOREST PRODUCTSDARYL SWETLISHOFF, CFA 604.659.8246DAVID QUEZADA, CFA (ASSOCIATE) 604.659.8257REAL ESTATEREAL ESTATE & REITSJOHANN RODRIGUES (ASSOCIATE) 416.777.7189TECHNOLOGYTECHNOLOGY, ALTERNATIVE ENERGY & CLEAN TECHSTEVEN LI, CFA 416.777.4918DIANE YU (ASSOCIATE) 416.777.6414EQUITY RESEARCH PUBLISHINGSENIOR SUPERVISORY ANALYSTHEATHER HERRON 403.509.0509HEAD OF PUBLISHING | SUPERVISORY ANALYSTCYNTHIA LUI 604.659.8210TYLER BOS (SUPERVISORY ANALYST | EDITOR) 416.777.4948INDER GILL (RESEARCH EDITOR) 604.659.8202KEVIN LAROSE (SUPERVISORY ANALYST | EDITOR) 416.777.7172CHRISTINE MARTE (RESEARCH EDITOR) 604.659.8200ASHLEY RAMSAY (RESEARCH EDITOR) 604.659.8226TORONTO (CAN 1.888.601.6105 | USA 1.800.290.4847)LAURA ARRELL (U.S. EQUITIES) 416.777.4920SEAN BOYLE 416.777.4927JEFF CARRUTHERS, CFA 416.777.4929RICHARD EAKINS 416.777.4926JONATHAN GREER 416.777.4930AMAN JAIN 416.777.4949DAVE MACLENNAN 416.777.4934ROBERT MILLS, CFA 416.777.4945DOUG OWEN 416.777.4925NICOLE SVEC-GRIFFIS, CFA (U.S. EQUITIES) 416.777.4942NEIL WEBER 416.777.4931CARMELA AVELLA (ASSISTANT) 416.777.4915ORNELLA BURNS (ASSISTANT) 416.777.4928VANCOUVER (1.800.667.2899)SCOT ATKINSON, CFA 604.659.8225DOUG BELL 604.659.8220TERRI MCEWAN (ASSISTANT) 604.659.8228MONTREAL (514.350.4450 | 1.866.350.4455)JOHN HART 514.350.4462DAVID MAISLIN, CFA 514.350.4460ELLIOTT SOIFER, CFA 514.350.4472TANYA HATCHER (ASSISTANT) 514.350.4458LONDONJON DE VOS 0.207.426.5632ADAM WOOD 0.207.426.5612INSTITUTIONAL EQUITY TRADINGCO-HEAD OF TRADINGBOB MCDONALD, CFA 604.659.8222ANDREW FOOTE, CFA 416.777.4924TORONTO (CANADA 1.888.601.6105 | USA 1.800.290.4847)PAM BANKS 416.777.4923ANTHONY COX 416.777.4922ROSS DAVIDSON 416.777.4981OLIVER HERBST 416.777.4947ANDY HERRMANN 416.777.4937ERIC MUNRO, CFA 416.777.4983JAMES SHIELDS 416.777.4941BOB STANDING 416.777.4921PETER MASON (ASSISTANT) 416.777.7195VANCOUVER (1.800.667.2899)NAV CHEEMA 604.659.8224FRASER JEFFERSON 604.659.8218DEREK ORAM 604.659.8223MONTREAL (514.350.4450 | 1.866.350.4455)JOE CLEMENT 514.350.4470PATRICK SANCE 514.350.4465RETAIL RESEARCH & DISTRIBUTIONLAUREN CORSCADDEN (ASSISTANT) 604.659.8233INSTITUTIONAL EQUITY OFFICESCalgarySuite 4250525 8th Avenue SWCalgary, AB T2P 1G1403.509.0500MontrealSuite 30001800 McGill CollegeMontreal, PQ H3A 3J6514.350.4450Toll Free: 1.866.350.4455TorontoSuite 5400, Scotia Plaza 40 King Street WestToronto, ON M5H 3Y2416.777.4900Toll Free Canada: .888.601.6105Toll Free USA: 1.800.290.4847VancouverSuite 2200925 West Georgia StreetVancouver, BC V6C 3L2604.659.8200Toll Free: 1.800.667.2899International HeadquartersThe Raymond James Financial Center880 Carillon ParkwaySt.Petersburg, FLUSA 33716727.567.1000Raymond James Ltd. | 2200 – 925 West Georgia Street | Vancouver BC Canada V6C 3L2
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Clock - Uranium Supply Crunch and Critical ... - Andrew Johns

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