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Conor Maguire | Value Situations Profile picture
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Mar 4 • 8 tweets • 3 min read
The Russian army’s assault on the Zaporizhzhia nuclear power plant in Ukraine is alarming, and has triggered a sell-off in uranium equities on ASX that is expected to flow through to Euro & US names today; however this sell-off seems misplaced considering the facts-
Rather than rehash others’ analysis of the situation I thought I’d compile a short thread of why this (abhorrent) attack on Zapprizhzhia is NOT a nuclear disaster scenario, based on informed sources -
From @energybants -
From @jrmygrdn -
From @SStapczynski
From @isabelleboemeke
From @pretentiouswhat -
Based on facts to date it seems a sell-off in uranium equities based on concerns of a nuclear meltdown scenario is a misinformed knee jerk /fear reaction.

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More from @ValueSituations

Conor Maguire | Value Situations Profile picture
Mar 2
Hibernia REIT Plc $HBRN #HBRN is possibly the cheapest office REIT in Europe, at 0.66x NAV w/ a 4.7% dividend yield. HBRN owns a prime Dublin office portfolio, v. lowly geared at ~20% LTV -
$HBRN's valuation seems truly anomalous when one considers the quality of it's portfolio, comprising prime city offices leased to sticky government/tech/ blue chip tenant base, which had one of the strongest rent collection rates of any REIT across Europe through COVID lockdowns
irishtimes.com/business/comme…
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Conor Maguire | Value Situations Profile picture
Sep 29, 2021
Pantheon Resources $panr $pthrf CEO Jay Cheatham gave a brief update interview yesterday with @EdAtProactive - Here are the key takeways IMO:

proactiveinvestors.co.uk/search/advance…
1. Valuation – it was highlighted that over last 12 months $panr shares have gone 2x to a mkt cap of ~$550m (at time of interview recording) since the last fundraise when $30m was placed in Nov-20 at £0.31/share -
While this seems like a strong performance, Jay Cheatham highlighted a number of relevant points to put this in context:
1.A. At time of Nov-20 f/r oil was $40/barrel – today oil is ~$75 & the impact of oil increase to NPV of Alkaid project ALONE more than offsets the 2x increase
Read 10 tweets
Conor Maguire | Value Situations Profile picture
Sep 28, 2021
I'm a fundamental analyst and don't subscribe to technical analysis, but sometimes a chart can tell an interesting story better than words can - I've been looking at energy commodity charts while studying $panr and some observations -
#Oil is a real laggard vs. #natgas and #coal - despite being up ~55% YTD it hasn't really participated in the energy price surge to same extent as its fellow fossil fuels - here's the price lag YTD, showing oil is well behind:
Here's oil lagging over last 3 yrs chart -
Read 7 tweets
Conor Maguire | Value Situations Profile picture
Sep 28, 2021
Oil in the news again this morning as global energy concerns increase - oil now at a 3 year high above $80/barrel, and $panr is up ~5.5% on the London AIM market this morning -
bloomberg.com/news/articles/…
ft.com/content/14d498…
Read 6 tweets
Conor Maguire | Value Situations Profile picture
Jul 5, 2021
Great investment ideas are found by turning over lots of rocks. In my newsletter today I wrote about how creative thinking is essential to finding which rocks to look under for ideas.
How about a thread on how Dr. Michael Burry used creative thinking to find a great idea?👇👇👇
1) Burry recognised that he needed to find unorthodox ways to tilt the market to his advantage, and that usually meant finding unusual situations the world might not be fully aware of. This led him to think creatively about how he searched for new ideas.
2) In 2001, Burry came across Avant! Corporation, a software business that was subject to a lawsuit from a competitor accusing it of stealing trade secrets. Burry found Avant! by searching for legal news stories that might lead to an investment thesis.
Read 14 tweets

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