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Teemu Puumalainen Profile picture
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21 Oct, 6 tweets, 2 min read
I'll chart few of the first comment charts here. One ticker per handle.
OK lets do these five.
$GXU #uranium Image
$GLO #uranium Image
$UUUU #uranium Image
$UEX #uranium Image

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More from @tepuuma

Teemu Puumalainen Profile picture
16 Oct
1/
It's funny when I have called some cos to reflect a ~65 pricing for example in the recent top, the counter argument has been many times that they are trading at a huge discount to the project NAV or NPV. How many of these ppl have actually done dcf analysis by themselves?
2/
Depending on when these studies have been released and what parameters they have used, I think Kevin knows his stuff. Typically 1.5x to 2.5x is a reasonable factor to capex.
3/
Opex is affected by currency exchange rates, energy prices, labour availability and price among other things. Are these at par on how you see world going from here? Typically use growth rate for costs.
Read 7 tweets
Teemu Puumalainen Profile picture
2 Oct
1/

Some thoughts of my investment plan in #uranium.

My plan calls for some intra-sector rotation once the cycle starts to heat up.

There are some plays that will outrun others, for various reasons, some being the narrative, history & expectation probability.
2/
There are many equities that fit at least two of these categories, but at least $PDN is one that fits all of these three.

What do you think could be one?
3/
I've already started the rotation from this cooling period, where many have corrected 30-50% from the recent peak. I'm not selling any here, but rather use some margin and/or rotation from other assets to buy.

I will finance this when I see over extension the next time.
Read 8 tweets
Teemu Puumalainen Profile picture
2 Oct
At the end, the only commodity we REALLY need is food. What value does gold have, if both ends of the value chain are hungry? One needs to remember that there is someone out there, who will choose a piece of bread over a piece of gold.
Supply chain of food relies heavily on energy. Rising energy price puts high pressure on primary producers of which many are already producing on thin margins. The rising price of food does not increase their profits, at least not at once, because many have long term contracts...
...that define the price levels. There are also many middleman between the producer and end user, who willingly take their part.
Read 6 tweets
Teemu Puumalainen Profile picture
29 Sep
"90% of the gains occur within the last 10%."

1/

Case study $PDN $PDN.ax $PALAF #uranium #investing @quakes99
2/
Total cycle Decile returns of Paladin Energy Apr 2003 to Apr 2007
3/

Isolated decile returns and cumulative return of Paladin Energy Apr 2003 - Apr 2007
Read 6 tweets
Teemu Puumalainen Profile picture
23 Sep
1/
At any given moment in a market cycle it can be very educational to think, who and with what goals does the current action benefit the most?

#uranium #SPUT #u308 #investing
2/
We just had extended highs as the SPUT caused the spot rise through the feedback loop. As the SPUT lost the premium, due whatever reason, the rally stalled and started losing steam causing a reverse in equities.
3/

After the highs, think who distributes and who accumulates, and on which side of the market, physical or equities?
Read 10 tweets
Teemu Puumalainen Profile picture
21 Sep
1/7
Got a few DMs I'd like to address as a thread here.

Recent ~30% selloff shaved the valuation base to an average of ~60$/lb. pricing for #uranium equities on average from the +65$/lb pricing. Same kind of shave from here would bring majority to value with the spot.
2/7
Now, it looks obvious that market is anticipating SPUT to buy lbs and thus put pressure on rising the spot. If it doesn't, like soon, the overvaluation on equities continue to level down. Euphoria needs to be fed.
3/7
SPUT is the flick of the switch here. Broad market direction either dampens or accelerates the following movement.
Read 7 tweets

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