NuChemICF Group: URANIUM
| SYMBOL | NAME | GLOBAL WEIGHTING |
| DYLLF | DEEP YELLOW LIMITED | 5% |
Related Posts
Oh, Look, a Shiny New Uranium ETF, but Why Aren’t My Stocks Moving?
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…
$EGY $TGA : Energy Stakes Started
Symbol Name Price Target Implied Probability EGY Vaalco Energy .88 3.49 23% TGA Transglobe Energy .40 2.43 28%
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.