Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Commodities

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>Uranium takes centre stage, while precious metals remain in a corrective phase</li>
<li>Xi and Trump finally have their sit-down - important details behind the headlines</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
Uranium takes centre stage, while precious metals remain in a corrective phase
Xi and Trump finally have their sit-down - important details behind the headlines


Overview#39 – Uranium’s Surge, Gold’s Lull, and Some Geopolitics in Between

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>The Precious metals and miners are potentially having blow-off moves</li>
<li>Strategic Metals and Minerals get another boost from the Trump  administration</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
The Precious metals and miners are potentially having blow-off moves
Strategic Metals and Minerals get another boost from the Trump  administration


Overview #35 – You Can’t Always Get What You Want...

<ul>
<li>A review of recent events and data impacting our investment themes and outlook</li>
<li>Central banks add fuel to the ongoing commodity bull market</li>
<li>Could we see a meaningful de-escalation in US and China tensions</li>
</ul>


A review of recent events and data impacting our investment themes and outlook
Central banks add fuel to the ongoing commodity bull market
Could we see a meaningful de-escalation in US and China tensions


Overview #43 – The Gift that Keeps on Giving

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>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)

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Uranium (UXA COMDTY)

Overview#39 – Uranium’s Surge, Gold’s Lull, and Some Geopolitics in Between

A review of recent events/data impacting our investment themes and outlook. We look at the uranium sector and the implications of the Xi-Trump...

Rikki Malik

Overview #35 – You Can’t Always Get What You Want...

A review of recent events/data impacting our investment themes and outlook. We look at recent moves in the precious metals and uranium sector

Rikki Malik

Overview #43 – The Gift that Keeps on Giving

A review of recent events/data impacting our investment themes and outlook. Central Bank Pronouncements and the potential for US-China tension de...

Rikki Malik

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)