ASX:VMY

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

uranium ASX:PDN asx:boe ASX:VMY CAMECO

Join the conversation

On the crest of a uranium wave?

Tim Boreham

The paradox of the current uranium market is that the more the major producers curtail output because of a stubbornly low price for the commodity, the higher the hopes of a recovery. Show More

uranium small caps ASX:SLX ASX:BKY asx:pen ASX:VMY asx:bmn asx:tow

An overlooked commodity with huge catalysts

Michael Goldberg

A few months ago we wrote on Livewire that the spot price of Uranium was far too low based on the fundamentals of the industry, and that it was like buying oil at $20/barrel. While prices have not moved higher yet, it is rare to see a commodity with so... Show More

ASX:PDN asx:boe ASX:BKY ASX:VMY

Join the conversation

Like buying oil at $20 a barrel

Michael Goldberg

Uranium stocks have been quietly gaining in recent months, however, we expect materially more from the sector as it continues to rationalise in the medium-term. To put the current price of uranium into terms more familiar: we believe it is trading at the equivalent of oil at US$20 per barrel. Show More

oil uranium contrarian ASX:PDN asx:boe ASX:BKY ASX:VMY

See 6 more comments