d****a
发帖数: 2901 | 1 I do not know anything about FA |
d****a
发帖数: 2901 | 2 It looks like have following positive sides
1. Commodity
2. Mining
3. I see nuclear as the only viable energy source after oil
4. Green initiative leads to huge electricity demand
5. National security
Again all these do happen over night. |
w******s
发帖数: 16209 | 3 mixed. but more like bearish. |
d****a
发帖数: 2901 | 4
I guess I wait for long term
【在 w******s 的大作中提到】
: mixed. but more like bearish.
|
a********h
发帖数: 819 | 5 I think uranium will have another big rally before summer
Urre is a good one big deposits no current production means big leverage to
uranium price
【在 d****a 的大作中提到】
: I do not know anything about FA
|
d****a
发帖数: 2901 | 6
to
Please elaborate
【在 a********h 的大作中提到】
: I think uranium will have another big rally before summer
: Urre is a good one big deposits no current production means big leverage to
: uranium price
|
j***9
发帖数: 698 | |
g****5
发帖数: 1184 | 8 Has it been up too much in several months? 10x? |
s****l
发帖数: 10462 | 9 why rally b4 summer?
to
【在 a********h 的大作中提到】
: I think uranium will have another big rally before summer
: Urre is a good one big deposits no current production means big leverage to
: uranium price
|
a********h
发帖数: 819 | 10 It's a bet Based on seasonality
Uranium is strong in feb to may due to many utility companies negotiate
contracts at this times
Not a sure thing but worth a bet
Because of the recent huge rally the risk benefit is not huge but still good
I think
I usually want to get in early and wait
But on uranium I only noticed in mid nov
In the end it's simply a bet on the uranium price
【在 s****l 的大作中提到】
: why rally b4 summer?
:
: to
|
a********h
发帖数: 819 | 11 It was at very depressed price due to no production
So I think right now it's still reasonably priced with good leverage to
uranium prices
It has same proven deposits as dnn(around 100m oz)
It has no current production but produced before so has the technology
【在 g****5 的大作中提到】
: Has it been up too much in several months? 10x?
|
