NuChemICF Group: URANIUM
| SYMBOL | NAME | GLOBAL WEIGHTING |
| DYLLF | DEEP YELLOW LIMITED | 5% |
Related Posts
$FCUUF : Fission Uranium — Independent Economic Analysis
19-June 2019 U/G PFS, 23 September 2019 Long-Term Price Case $65/lb. U308 $50/lb. U308 Flagship Project PLS (Triple R) PLS (Triple R) Ownership 100% 100% Mineral Reserves 90.5M…
Deep Yellow in Discussions with Multiple Parties to Advance Its Project Acquisition Growth Strategy
Deep Yellow is eager to take advantage of the uranium downturn to buy lbs. cheap. Management has hinted that an acquisition would transform the company into a ‘globally…
8 Comments
Hi Tom,
Have you sold out of your Bannerman position?
Thanks,
Brett
Yes.
hmmm, hope you are right I own a bunch of these
Time will tell.
Tom,
You walked UUUU down a bit. Care to elaborate?
See here: https://blog.fahy.co/energy-fuels-an-analysis-of-book-value/
I’ve dropped my own personal target a bit, but the aforementioned assumptions and valuations remain valid.
Will. Us uranium miners benefit tremendously if 232 passes this April . And we might get two tier uranium prices one for us and the other rest of the world
Here is my stock response to all inquiries related to 232: I’m not a proponent of Statist relief actions. In my opinion, the entire charade will have zero impact on the long-term investment thesis, though the process has slowed down the story considerably.