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.
Long-term Price Case $24/oz. Ag & $1,700/oz. Au Flagship Project Diablillos Ownership 50% Mineral Resources 66,425,000 AgEq ozs. Shares Outstanding 224M Market Cap $8,736,000 Average Annual Production 4,919,765…
In Parts I and II, we covered our internal approach to Value Betting stocks, but perhaps an understanding of ‘Value’ as it pertains to stock betting still eludes…
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.