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LXV Research Profile picture
LXV Research
@lxvresearch
Trying to figure things out
Aug 16, 2019 • 7 tweets • 4 min read
Has been sometime since we discussed #uranium, specifically $CCJ $CCO.

Some might have seen a @cameconews seasonality chart based on the last 20-years of trading. Like the one included here.

Looking at this chart, one thing stands out: buy $CCJ just ahead of the Q4 rally $URA At face value, following the seasonality fits well with the narrative of #section232 and $CCJ buying from the spot market.

The thing about averages, however, is that they reveal less than what they cover.

$URA #uranium
Jul 16, 2019 • 8 tweets • 3 min read
Listened to the fantastic podcast between @patrick_oshag and @bgurley and got to thinking about the risk of incumbents being disrupted especially with VCs having estimated dry powder of ~450bn (up 3x since 2014). $SPX $RTY The largest US companies are busy returning cash to investors at a record pace. At a time when VCs have never had more money to throw at solving problems. The above chart shows the average cash and marketable securities balances of the constituents of the $SPX.