The best way to make money as a mining investor is by owning a company that has exploration success, or being on the right side of commodity price moves.
Major commodity-producing countries are set to remain under intense finance strain in 2016, which will increase the risk of social unrest, says Verisk Maplecroft.
Only 0.6% of private capital raised in 2015 for natural resource investment is for mining projects–one wind farm fund attracted more than the entire sector.
David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices.