Discover and read the best of Twitter Threads about #barginshopping
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I think a big part of this #uranium pull back is a result of unrealistic expectations in some mining equities. I believe that there is and will continue to be rebalancing as the market starts factoring in permitting risk. I also think $cco $ccj was not understood by many
I know speaking to friends and some fund managers that they were taken by surprise of late and were planning to reposition. Some did right away. Others felt them missed the opportunity or have more illiquid positions that are harder to move.
I think the ‘lift all boats’ and positive feed back loop with the uranium ETF’s has been playing out in reverse. Money exiting uranium ETF’s overwhelming the space. ‘Sinking all boats’. I’ve been chipping away at some of the names I feel are being thrown out unjustly
