Perspective in those stating #uranium is going to $2000/lb
At $200 sustained spot for 12 months = our investments would be worth $700m, cashflow margins would be 80%, improbable
At $1000 = $2.8bn = 0.0001% Probability
At $2000 = $7bn = 0.0000000000000001% Probability
At $200 sustained spot for 12 months = our investments would be worth $700m, cashflow margins would be 80%, improbable
At $1000 = $2.8bn = 0.0001% Probability
At $2000 = $7bn = 0.0000000000000001% Probability
What is probable in the #uranium space....
$65-85/lb average contracting
$140-200/lb very short term spot spike
Top 5 Nano caps achieving 8-10x from current levels
Average sector stock returns 3-4x from current levels
$65-85/lb average contracting
$140-200/lb very short term spot spike
Top 5 Nano caps achieving 8-10x from current levels
Average sector stock returns 3-4x from current levels
Stimulating greed in cyclicals post the mid way point, can be destabilising to rational thought and action as the cliff is approaching....anchor oneself in reality, scale down post $70 spot for 70% of investors is the best action.
#cyclicalinvesting101
#uranium
#cyclicalinvesting101
#uranium
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