Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Providing investors with a balanced perspective

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Equity Bottom-Up

<ul>
<li>The global economy faces challenges due to outdated methods of measuring economic growth and productivity, which do not account for today's complex supply chains and technological advances.</li>
<li>Policymakers need better data and new frameworks to understand economic vulnerabilities and make informed decisions. A comprehensive balance sheet approach is essential to capture the full picture of a nation’s economic health, including both tangible and intangible resources.</li>
<li>At Massif Capital, we believe strongly that the changing political-economic order requires revitalizing US Economic Statecraft. Matthew Goodman’s comments to the House Foreign Affairs Subcommittee on East Asia and Pacific outline why and how to do that. </li>
</ul>


The global economy faces challenges due to outdated methods of measuring economic growth and productivity, which do not account for today's complex supply chains and technological advances.
Policymakers need better data and new frameworks to understand economic vulnerabilities and make informed decisions. A comprehensive balance sheet approach is essential to capture the full picture of a nation’s economic health, including both tangible and intangible resources.
At Massif Capital, we believe strongly that the changing political-economic order requires revitalizing US Economic Statecraft. Matthew Goodman’s comments to the House Foreign Affairs Subcommittee on East Asia and Pacific outline why and how to do that. 


Real Asset Chartbook Week #7: How Much Further Do We Have to Go? This Move Seems a Bit Ridiculous.

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Global Atomic Corporation (GLO) operates in the uranium and zinc industries, with a focus on the Dasa uranium mine in Niger and a profitable zinc recycling business in Türkiye.</li><li>GLO is well-positioned for growth due to the increasing demand for uranium driven by the expansion of nuclear energy, especially in emerging markets.</li><li>Analysts suggest that GLO could potentially see a 5x increase in value at current uranium prices, with even greater potential if uranium prices continue to rise, making it a compelling investment opportunity in the commodities sector.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Global Atomic Corporation (GLO) operates in the uranium and zinc industries, with a focus on the Dasa uranium mine in Niger and a profitable zinc recycling business in Türkiye.GLO is well-positioned for growth due to the increasing demand for uranium driven by the expansion of nuclear energy, especially in emerging markets.Analysts suggest that GLO could potentially see a 5x increase in value at current uranium prices, with even greater potential if uranium prices continue to rise, making it a compelling investment opportunity in the commodities sector.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Global Atomic Corporation (GLO) - Wednesday, Sep 11, 2024

Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

<ul>
<li>Uranium spot prices are up 84% since our last report in late 2022, yet we still expect further momentum in the sector.</li>
<li>The sentiment on nuclear power from governments around the world has begun to shift, with many nations ramping plans for reactors.</li>
<li>While new mines begin production and future mines achieve financing, we continue to believe the current spot price is too low in the short term.</li>
</ul>


Uranium spot prices are up 84% since our last report in late 2022, yet we still expect further momentum in the sector.
The sentiment on nuclear power from governments around the world has begun to shift, with many nations ramping plans for reactors.
While new mines begin production and future mines achieve financing, we continue to believe the current spot price is too low in the short term.


IsoEnergy Ltd - Uranium: Only Getting Started

Canada

Global Atomic Corporation is a mining company. The Company focuses on providing investors a profitable and unique combination of high-grade uranium development and cash-flowing zinc concentrate production. Global Atomic serves clients worldwide.

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