Deep Value Speculator
Is the market going to go down the toilet?
Friday the markets tanked on news of a South-African version of Covid-19. People, who have been waiting for the November to December seasonality in uranium, were not happy about this. No matter what people tell you about probabilities, the markets have always been full of factors that can not be controlled.
10 years of investing my own money
Looking back at 10 years of investing my own money. Am I a headless chicken?
It can’t all be positive news
Investing in mining companies is not easy. Jurisdictional risks are part of the game.
Silver: Do we want to have a free market or do we want shortages?
I am back with my tinfoil hat to write a bit more on the silver market. Doombergs recent article on the copper and oil markets have put things into a bigger perspective for me. In addition I have relied on the work of Nate Fisher and Ronan Manly on the silver market.
Contract Coverage
We are always getting new people coming to the uranium sector and we sometimes forget that everyone has to start from somewhere. The supply and demand imbalance is the reason most of us have invested, but how much people know about the sector varies a lot. How well covered utilities are is of the highest importance.
Down for the count
Volatility is the rule, not the exception in commodities. Adapt or die.
Are you keeping to your investment plan?
How much should you change your investment plan when the thesis changes?
Price Formation/Discovery
Price discovery in the uranium sector is not like every other commodity sector
The inflation of silver
Are you just a glutton for punishment if you still invest in silver?
Uranium, why do we hold?
How well you are at holding on during drawdowns is very dependant on your conviction for the sector.
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