NuChemICF Group: URANIUM
| SYMBOL | NAME | GLOBAL WEIGHTING |
| DYLLF | DEEP YELLOW LIMITED | 5% |
Related Posts
Early Q4 Updates
$IMPUY — We exited Impala Platinum Holdings at our target of $7 for a return of 150%. $FCUUF — We doubled our stake in Fission Uranium on 22…
$NXE : NexGen Energy — Independent Economic Analysis
Long-Term Price Case $65/lb. U308 Flagship Project Rook I Ownership 100% Mineral Reserves 234.1 Mlbs. Shares Outstanding 372,210,000 Market Cap $495,039,300 Average Annual Production 25.4M lbs. Recovery 97.6%…
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.