NuChemICF Group: URANIUM
| SYMBOL | NAME | GLOBAL WEIGHTING |
| DYLLF | DEEP YELLOW LIMITED | 5% |
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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.