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written by reader All things Uranium: Company research and thesis refinement

By levbrans, November 17, 2017

Who is this for: Investors looking to make explosive profits with time horizons of multiple years
What is this for: Exchange of ideas for how to position a portfolio for the next bullish cycle in uranium
Why? After 30 hours of preliminary research, I have a strong feeling that we are on the cusp of the next Uranium bull market and would like to share some of the research and sources I have found as well as gather information from the collective knowledge of stock gumshoe members about how others are positioning their portfolios and companies which look especially appealing.

Here is what got this whole journey started:
I HIGHLY recommend anybody considering uranium to watch the above 22 min video by Michael Alkin. Michael has spent nearly the last 20 years in the hedge fund industry. He has worked for a few multi-billion dollar hedge funds. During his career, he has been an analyst, portfolio manager and partner. He has been a dedicated short-seller, managed both a long and short portfolio and at times have been responsible for several hundred million dollars of capital.

Here is another good video about the strategy I am trying to employ with the uranium sector:
This is the one proven way to make money in the natural resource sectors, these industry’s are cyclecar. As Warren Buffet says, your job is to pick the what. What will go up. Getting the timing exactly is extremely hard. I don’t know if the bull market has just started: spot prices are up over 20% as we speak or if it will take another couple years. All I know is that the bull market has not happened in the last 7 years and the fundamentals of the story are only improving

I recommend following John Quakes on twitter @Quakes99 for more uranium information as well. He shares a lot of good articles and resources and is very generous with his insight. I have had multiple conversations with him.

and last but certainly note least here is a uranium report: by Swiss resource capitol. GREAT COMPANY SUMMARIES AND EASY WAY TO START THE DD process.
my current portfolio: $UEC, $UUUU, $FCU, $SHY. Uranium currently makes of 8.2% of my overall portfolio. I am looking to increase this weight to 13.4% as I gain more confidence in the company landscape. There are only about 40 companies in this space and an estimated 10 quality names, excited to hear others insights and I have some more resources to share if this microblog becomes active.

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.



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5 years ago

Would love to know your take on anfield resources.High risk/reward play?

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5 years ago

This will be interesting thread Levbrans, great timing. Speaking of timing, congrats to HN on his UEC purchase earlier this week!
I’ve been waiting for this thread as all these EVehicles have to get electricity from somewhere… just makes sense.

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5 years ago

$FCU $URE $DML Long In the red and holding

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5 years ago