Deep Value Speculator
Why saving nuclear plants set for closure is a big deal
I like the Sprott Physical Uranium Trust, but I love nuclear power plants getting life extensions.
An eventful week in uranium
We are looking back at an eventful week in the uranium market with the price closing close to $40/lb.
Good Times Bad Times – The benefits of keeping a journal
I go over some of the benefits I have had by keeping a journal.
Sprott to the rescue
After many weeks of hardship Sprott comes to the rescue
Going over the thesis: the tin market
Tin is the commodity no investment bank, and almost no hedge- or specialist funds are talking about. I think they should.
Our first test of conviction
We have had our first (of several) correction(s) in the uranium bull market. How we deal with these decides our performance.
Choppy Waters in Uranium
This week we have experienced some of the downward moves we expect to see in a commodities bull market. I hope you have been prepared for this.
Conspiracy Theories
You do not have to believe in flat earth to believe people are conspiring to do stuff. I will have another look at conspiracy theories.
Zero to one
I use the framework from Zero to One on the Commodity sector.
Why I do not invest in Cameco at the moment
Why I have not invested in one of the best risk/return companies in the uranium sector, Cameco.
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