Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Commodities

<ul><li>Sprott Physical Uranium Trust (Spot) raised $200 million, causing a surge in uranium stocks.</li><li>Spot's ability to add more pounds of uranium depends on trading above NAV, which it achieved with recent raises.</li><li>The market dynamics in uranium are unique, with financial players influencing the market in unexpected ways.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Sprott Physical Uranium Trust (Spot) raised $200 million, causing a surge in uranium stocks.Spot's ability to add more pounds of uranium depends on trading above NAV, which it achieved with recent raises.The market dynamics in uranium are unique, with financial players influencing the market in unexpected ways.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Uranium Goes Vertical. Overblown or Only the Beginning?

<ul><li>The conversation focuses on the current state of the uranium market, with a emphasis on short interest and sentiment towards uranium stocks.</li><li>Guy discusses the reasons behind the consensus short uranium position among hedge funds, and how it originated from thematic responses and shifts in the market.</li><li>Despite the negative sentiment and high short interest, Guy remains optimistic about the potential for a sentiment shift in the uranium market.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The conversation focuses on the current state of the uranium market, with a emphasis on short interest and sentiment towards uranium stocks.Guy discusses the reasons behind the consensus short uranium position among hedge funds, and how it originated from thematic responses and shifts in the market.Despite the negative sentiment and high short interest, Guy remains optimistic about the potential for a sentiment shift in the uranium market.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why the uranium shorts are wrong (Guy Keller interview)

<ul><li>Announcement about attending the Indaba mining conference in South Africa in 2025</li><li>Discussion on the Russian uranium enrichment ban and its implications</li><li>Explanation of the uranium conversion and enrichment process for nuclear reactors</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Announcement about attending the Indaba mining conference in South Africa in 2025Discussion on the Russian uranium enrichment ban and its implicationsExplanation of the uranium conversion and enrichment process for nuclear reactorsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Audio studios have seen massive growth in recent years, providing capital for both corporate borrowers and financial sponsors</li><li>Uranium prices have been on the rise, with Reddit traders showing interest in the commodity</li><li>New technologies like direct lithium extraction are disrupting traditional mining methods for commodities</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Audio studios have seen massive growth in recent years, providing capital for both corporate borrowers and financial sponsorsUranium prices have been on the rise, with Reddit traders showing interest in the commodityNew technologies like direct lithium extraction are disrupting traditional mining methods for commoditiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

What the Nuclear Power Revival Means for the Price of Uranium

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

Thematic (Sector/Industry)

<ul><li>Speaker doesn't run screens, uses Portrait analytics for unique stock ideas</li><li>Example of screen: stocks with &gt;200 million market cap, trading at discount to peers, insiders buying shares</li><li>Old West's success in uranium trade, early investment paid off, adjusted positions based on sentiment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Speaker doesn't run screens, uses Portrait analytics for unique stock ideasExample of screen: stocks with &gt;200 million market cap, trading at discount to peers, insiders buying sharesOld West's success in uranium trade, early investment paid off, adjusted positions based on sentimentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Old West's Brian Laks dives into metals, mining, and uranium

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Uranium (UXA COMDTY)

Uranium Goes Vertical. Overblown or Only the Beginning?

Sprott Physical Uranium Trust raises $200 million, boosting stock prices for uranium mining companies and the Sprott Uranium Miners ETF, with...

Money of Mine

Why the uranium shorts are wrong (Guy Keller interview)

Guy Keller remains positive about the long-term narrative of uranium despite the current short interest and hesitation from generalists, noting...

Money of Mine

Russian sends uranium stocks flying

Excitement for attending Indaba mining conference in Africa, seeking suggestions for site visits and content creation, explanation of Russian...

Money of Mine

What the Nuclear Power Revival Means for the Price of Uranium

The uranium market has seen fluctuations reminiscent of meme stocks on social media platforms, while Audio Studios has emerged as a significant...

Odd Lots

Old West's Brian Laks dives into metals, mining, and uranium

Portrait analytics has revolutionized stock screening by allowing for customized screens based on unique ideas, resulting in the identification of...

Yet Another Value Podcast

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