Trying to hear what's not being said
July 29, 2025 Leave a comment
It’s early but if the medium term downtrend in Uranium takes hold, I’ll look for it to trade down to the $64/$65 region (from its current $71.30).
If it picks up steam, the $55 region would represent a terrific washout.
July 29, 2025
rob@karriasset.com.au
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.
April 21, 2025
rob@karriasset.com.au
March 4, 2025 Leave a comment
The uranium futures price appeared in the oversold section in my weekend edition of Macro Extremes.
It’s the 4th such time that uranium is doing so over the past 10 years.
March 4, 2025
rob@karriasset.com.au
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
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
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
November 5, 2024 Leave a comment
I see another leg lower in the price of uranium.
The Sprott Uranium Trust is an example where it hasn’t made a new and recent ‘higher high’, while I’ll watch if it makes a ‘lower low’.
My posturing is not to sell, nor short but rather position to buy.
November 5, 2024
September 3, 2024 Leave a comment
I’ll still waiting for lower uranium, copper and iron ore prices.
Equally, I’m not interested in oil or gold unless they are 20% lower than today’s price.
It all may sound odd as I’ve been warming towards commodities for the past few months…….it’s just not these ones, yet!
September 3, 2024
by Rob Zdravevski
rob@karriasset.com.au
August 7, 2024 Leave a comment
Remember all that uranium hubbub several months back?
While the structural deficit in that market remains a valid longer term theme, the prices speculators (oops, investors) were chasing was a different story.
I’m still calling (or at least waiting for) lower prices in the uranium price and associated listed public companies.
For example, I’d like to buy Nexgen Energy (NXE.TO, NXE CN) at C$5.30.
August 7, 2024
by Rob Zdravevski
rob@karriasset.com.au
July 10, 2024 Leave a comment
As per my note about Uranium, dated April 9, 2024, I am still waiting for lower prices.
Yellowcake plc, specifically is currently trading at 578p, looking for it to venture down to the 450p area.
July 10, 2024
by Rob Zdravevski
rob@karriasset.com.au
rob zdravevski's blog 