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.
A closure plan for the mining complex near Arlit is now official. Orano’s board cited declining reserves. Minister of Mines, Hassane Barazé, cited untenable costs relative to a…
There are two reasons. Well, actually one, which works two ways: Operational Shorting* and Operational Buying, common activities associated with the creation/redemption process. For our purposes, we are…
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.