asx:boe

Betting on the perfect storm

Nigel Littlewood & Jackson Lee

As value investors, we usually shy away from resources and materials because the factors influencing their price are inherently unpredictable – namely macro factors, the inability to reliably measure and forecast supply and demand, and the timing of cycles – not to mention the poor capital allocation of most miners. Show More

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Three Junior Equities Benefitting from Uranium's Recovery

Gavin Wendt

Uranium has been the most-hated commodity since 2011 - and the Global X Uranium ETF, which tracks global uranium miners, is down by 90% over the last six years. But since the Trump election victory, international uranium stocks have soared by 59%. The market is speculating that the Trump administration... Show More

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