Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Equity Bottom-Up

<ul>
<li>Global uranium demand is escalating quickly as China doubles its nuclear power plants by 2030 and the U.S. increases its inventory for its energy independence and growing energy needs.</li>
<li>
<a href="https://www.smartkarma.com/entities/cgn-mining-co-ltd" target="_blank" data-smartkarma-citation="entities:6426:1" rel="noopener">CGN Mining (1164 HK)</a> is China's largest uranium trading company, with partnerships with the Kazakhstan government in some of the largest uranium mines in the world.
</li>
<li>CGN secured an off-take contract with China General Nuclear Power Group at prices that are 50% higher than previous contract.  Approximately 60% of CGN's revenue is from EU and U.S.</li>
</ul>


Global uranium demand is escalating quickly as China doubles its nuclear power plants by 2030 and the U.S. increases its inventory for its energy independence and growing energy needs.

CGN Mining (1164 HK) is China's largest uranium trading company, with partnerships with the Kazakhstan government in some of the largest uranium mines in the world.

CGN secured an off-take contract with China General Nuclear Power Group at prices that are 50% higher than previous contract.  Approximately 60% of CGN's revenue is from EU and U.S.


CGN Mining (1164 HK) - THE NUCLEAR OPTION!

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.

<ul>
<li>Fortescue Metals Group experienced a significant block trade worth $1.1 billion, leading to a 6% discount in their stock price</li>
<li>Potential sellers include Hunan Iron and Steel Group, Vallon Holdings, and Capital Group, with speculation on the reasons behind the sale</li>
<li>The geopolitical situation in Niger, with ongoing conflicts involving French, US, and Russian forces against Islamist militants, is a topic of interest and discussion among the group</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Fortescue Metals Group experienced a significant block trade worth $1.1 billion, leading to a 6% discount in their stock price
Potential sellers include Hunan Iron and Steel Group, Vallon Holdings, and Capital Group, with speculation on the reasons behind the sale
The geopolitical situation in Niger, with ongoing conflicts involving French, US, and Russian forces against Islamist militants, is a topic of interest and discussion among the group

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Canada

Uranium Royalty Corp. provides mining services. The Company focuses on gaining exposure to uranium prices by making strategic investments in uranium interests, including royalties, streams, debt, and equity investments in uranium companies.

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Uranium Royalty (UROY US)

CGN Mining (1164 HK) - THE NUCLEAR OPTION!

CGN reported unaudited results showing its Kazakhstan joint ventures produced 702.5 tU of natural uranium in the fourth quarter and 2,699.0 tU for...

David Mudd

Who’s Dumping FMG Stock?

Discussion on uranium geopolitics and potential site visits, analyst interests in gold, oil, and gas, Fortescue block trade, speculation on sellers...

Money of Mine

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