Not quite yet on Uranium

April 21, 2025 Leave a comment

A year ago, I wrote about my interest in re-entering the uranium trade.

“I’ll look to add to uranium price “trackers” such as the #Sprott Physical Uranium Trust at C$20.50 and Yellow Cake plc at 450p”

The circle in the attached chart shows the price of date of the Sprott Physical Uranium Trust on that April 10, 2024 call.

Both securities have now reached those levels but I am yet to pull the trigger on any buying.

I want to buy Uranium, 27% cheaper
Screenshot

April 21, 2025

rob@karriasset.com.au

Filed under Finance & Investment Tagged with ,

Warming to Uranium

January 27, 2025 Leave a comment

I’m still keeping tabs on my call for lower prices in Uranium.

My re-entry point is nearly there.

January 27, 2025

rob@karriasset.com.au

Screenshot

Filed under Finance & Investment Tagged with , ,

Uranium decline is nearing an end

December 27, 2024 Leave a comment

#Uranium futures prices are trading at an extreme which I haven’t seen in 5 years.

Setup remains bearish, lower prices ahead, but nearly there.

December 27, 2024

rob@karriasset.com.au

Screenshot

Filed under Finance & Investment Tagged with , ,

Coal is the word

December 26, 2024 Leave a comment

Newcastle Coal prices are trading at extremes which I haven’t seen in 4 years.

Electricity generators in Japan, South Korea, India, Taiwan and Singapore should be happy buyers.

More so, that shipping day rates are cheaper while ‘marine diesel’ has been steady for a couple years.

December 26, 2024

rob@karriasset.com.au

Screenshot

Filed under Finance & Investment Tagged with , , , , ,

Uranium’s mean reversion is on track

December 20, 2024 Leave a comment

Uranium’s downtrend remains intact and it has some strength.

Clients will receive a note with entry price suggestions over the coming week.

Feel free to search my historical views and posts about #uranium and related securities.

#meanreversion

December 20, 2024

rob@karriasset.com.au

Screenshot

Filed under Finance & Investment Tagged with ,

Pragmatic energy

December 13, 2024 Leave a comment

If there was money to be made by providing renewable #energy, #ExxonMobil would be trying.

Not once, within #XOM‘s 57 page “Plan 2030” document, do the words “solar”, “wind”, “hydropower” or “geothermal” appear.

In fact, ExxonMobil plans to increase oil and gas output by 18% within the next 5 years.

https://investor.exxonmobil.com/news-events/corporate-plan-update

December 13, 2024

rob@karriasset.com.au

Filed under Finance & Investment Tagged with , , , , ,

Still waiting and watching Oil prices

December 9, 2024 Leave a comment

The setup for the oil price isn’t looking healthy.

A saving grace is that the strength of the current downtrend remains weak.

I’ve been writing about preparing to go long oil and oil related assets or securities….but still not yet.

The link to my note from October 29, 2024 mentions price levels that I am watching.

One thing to watch is whether WTI Crude makes a new ‘lower low’.

Oil falling 33% further makes it interesting

December 9, 2024

rob@karriasset.com.au

Filed under Finance & Investment Tagged with , , ,

Watching Oil prices

September 19, 2024 Leave a comment

Last week WTI Crude #Oil traded down to $64.04.

I’ve been calling $64 for sometime as its first stop.

What if Oil prices halved?
pondering ‘what if’ lower oil prices

While its downtrend needs to be respected for now, it is not yet exhibiting the required strength to send it lower.

No action for now.

Pause and Watching before I call $46.

September 19, 2024

by Rob Zdravevski

rob@karriasset.com.au

Screenshot

Filed under Finance & Investment Tagged with , , , , ,

Unloved energy prices

September 14, 2024 Leave a comment

RBOB Gasoline prices have converged to its 200 week moving average.
It’s been a while since it has danced around there.

It is also closing in registering a weekly oversold reading.
That was last seen 4 years ago.



September 14, 2024

Screenshot

Filed under Finance & Investment Tagged with , , , , ,

My musings about the Natural Gas price

July 18, 2024 Leave a comment

On December 7, 2023, I wrote,

“On a daily trading basis, Henry Hub Natural Gas (NG) is my nearest buying candidate. Following today’s 5% decline (currently trading at $2.57), whether it tickles the $2.47 region is myopic.”

Navigating the Energy Markets: Short-Term Bullish on Henry Hub Natural Gas Amidst Other Energy Downtrends

While, the front contract of NG trade down to $2.52 in the next 3 days, it then rallied ~ 38% in the next 30 days.

In that same note, I framed that short-term view with;

“Although, this may be a short-term trade where I scalp some returns, while I keep in mind that $2.10 could be seen if certain trend indicators exhibit strength.”

then in May 2024, I wrote that Natural Gas and Urea may be nearing their lows…..the former has continued to decline since, I think we are getting close but not yet.

Urea, Natural Gas and things fertiliser are nearing lows

Today, Henry Hub Natural Gas price is mired with news of supply glut and milder North American weather.

Today, NG prices traded to (and below) $2.10.

Today, I need to respect the downward trend before entering a long position.

July 18, 2024

by Rob Zdravevski

rob@karriasset.com.au

Screenshot

Filed under Finance & Investment Tagged with , , ,

← Older posts