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Today I have the pleasure to interview Brian Laks , Portfolio Manager and Partner of Old West Investment Management , who also manages a special opportunity fund that is now focused on uranium. In his prior role, he focused on the energy sector. He is a CFA charterholder. I have been follo...
Investment thesis The uranium market has been in a tough spot ever since the Fukushima disaster of 2011, and the production cuts made by Cameco (CCJ) and Kazatomprom have had very little impact. However, around a third of global uranium supply has been affected by mine shutdowns due to t...
Investment Thesis Yellow Cake ( OTCPK:YLLXF ) is an investment company that owns uranium and has little to no operational exposure to COVID-19, but has sold off significantly despite the fact that the price of uranium has remained relatively stable recently. The latest stock price is ...
Overview Given the market turbulence we might see going forward, I wanted to review the liquidity and leverage of my various portfolio holdings. This might not help the stock price in the short-term, but I wanted to have a quick look at the underlying exposure if we see credit markets starti...
Overview This is an article about my positioning for 2020 and some general reasoning behind it. My portfolio is concentrated to a few specific industries; precious metals, oil, and uranium. The article will not cover the various stocks in great details but rather how I reason regarding the i...
Investment Thesis Yellow Cake ( YLLXF ) is a lower risk investment in the uranium industry. The company buys uranium directly and is a good way to get exposure to the price of uranium without the mining related risks accompanied by many other investments in the industry. Figure 1 - Source...
A supply shortage is imminent in the uranium market. Some analysts believe that the market is already in deficit. Current spot prices are still well below historical norms, and a large portion of nuclear utilities need to renew long-term contracts soon. Nuclear utilities are waking up to the f...
This Week's Top Ideas Orion Engineered Carbons, which makes carbon black - a pigment and filler for rubber products - has pricing power and is set to generate a 27% levered free cash flow yield by fiscal 2021, says Jolyon Loo. - [[OEC]] - $994.1 million market cap. Floor covering maker ...
Uranium has been in a bear market for over a decade. Yet, a look at supply demand fundamentals reveals this has a high probability of reversing. Indeed, an impending supply crunch could ignite the entire sector. This chart of the uranium price since 2000 should pique the interest of any cont...
Investment Thesis An uptrend is achievable due to cutting production down and increase demand simultaneously. Uranium seems to be an undervalued commodity in existing macroeconomic conditions. An US-quota will more likely support stocks of domestic producers, and inversely the US-quota can...
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2024-02-23 09:10:00 ET February 23, 2024 (Investorideas.com Newswire) Investorideas.com , a global news source and expert investing resource, announces today's roundup of stocks to watch in the mining sector. The newest mining companies explore for precious metals including gold, si...
JERSEY, UK / ACCESSWIRE / January 24, 2024 / Yellow Cake, a specialist company operating in the uranium sector holding physical uranium ("U 3 O 8 ") for the long term, is pleased to report its performance for the quarter ended 31 December 2023 (the "Quarter"). Highlights Market Highli...
NEW YORK, Jan. 18, 2024 (GLOBE NEWSWIRE) -- OTC Markets Group Inc. (OTCQX: OTCM), today announced the 2024 OTCQX ® Best 50, a ranking of the top-performing OTCQX companies in the prior calendar year. The OTCQX Best 50 is an annual ranking of the top 50 U.S. and international co...