Again, here’s an example of how an uncontracted emerging uranium producer performs in a uranium bull market. Note it peaked with the uranium price. Smoked it in performance from the early days but kept pace still in the rounding top (thx Ross Clark) 
Here’s $cco again not benefiting much as soon as the price of uranium really started to run. Its contract book was a drag on it last time as it will be this time. Conclusion. Sell $cco and ride $u.un if you believe in uranium bull thesis.
Stock wise long uncontracted emerging producers and quality exploration cco’s with real assets that will be take out targets.
Will be nibbling now thru wed. Hard to pick the bottom but urnm I’m the $70’s looks good. Doubt it touches the summer highs ~$71
Will be nibbling now thru wed. Hard to pick the bottom but urnm I’m the $70’s looks good. Doubt it touches the summer highs ~$71
I would think mid 70’s will be accumulation zone and likely some will be starting to scale in here.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
