Nice work as usual. I've owned some for a while now in anticipation of the spin offs after seeing what happened with... well you guessed it, GE. Not sure i like the idea of the acquisition spree, especially when it pertains to data center build out in this market. In this market, I doubt any data center build out acquisitions will be made at favorable valuations
Appreciate the timely write up, had been hearing about the spinoff and was curious if it would be able to join in on the nuclear rally but seems like that is a just a small part of their business
You might not like $UUUU but it is my second best performing u miner eclipsed only by $CCJ. Being a contrarian by nature I was buying it when everyone hated it because it was not a uranium pure play. I bot it for precisely that reason. Rare earths are now all the rage, particularly domestic supplies. Been invested in it for around 4 years and I actually like Mark. $OKLO is my best performing nuclear. I owned $LEU at around $40 and sold it for around $60. Just shoot me!!!~. I bot $ASPI for $1.00 when it was about to be delisted from the NAZ for failing to stay above a dollar. FWIW.
Nice work as usual. I've owned some for a while now in anticipation of the spin offs after seeing what happened with... well you guessed it, GE. Not sure i like the idea of the acquisition spree, especially when it pertains to data center build out in this market. In this market, I doubt any data center build out acquisitions will be made at favorable valuations
There is also some Quantinuum upside if buying HON
Hallo Steve. Have you noticed AMTM? This could be also viewed like a "nuclear play"...
Added to the list, thank you
AMTM had yesterday reported strong Q4 earnings. Today is earnings call on the agenda. They could lift off...
Its getting closer.
How would you value SOLS, back-of-an-envelope? If it does become a falling knife, what price would you reach out to catch it?
I would have to see the chart, I don’t think it will get as cheap as I want.
Appreciate the timely write up, had been hearing about the spinoff and was curious if it would be able to join in on the nuclear rally but seems like that is a just a small part of their business
You might not like $UUUU but it is my second best performing u miner eclipsed only by $CCJ. Being a contrarian by nature I was buying it when everyone hated it because it was not a uranium pure play. I bot it for precisely that reason. Rare earths are now all the rage, particularly domestic supplies. Been invested in it for around 4 years and I actually like Mark. $OKLO is my best performing nuclear. I owned $LEU at around $40 and sold it for around $60. Just shoot me!!!~. I bot $ASPI for $1.00 when it was about to be delisted from the NAZ for failing to stay above a dollar. FWIW.