Trying to hear what's not being said
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
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
April 10, 2024 Leave a comment
#Uranium prices were recently basking in adulation.
As expected, that noise was occurring at recent ‘overbought’ extremes.
#U308 prices have declined since then……
while I remain a constructive longer term bull on the topic…..
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
Their prices at the time of writing are C$28.43 and 616p respectively.
Uncannily, my suggest entry prices are approximately 27% below today’s.
April 9, 2024
by Rob Zdravevski
rob@karriasset.com.au
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