Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

<ul>
<li>Combined entity of Paladin Energy and Fission Uranium expected to command a market capitalisation of USD 3.5 billion.  </li>
<li>Following the Russia-Ukraine war, uranium miners started looking for alternative sources in low-risk regions, putting focus on US and Canada.</li>
<li>Post-Merger, Paladin will have the second-largest resource base of any listed uranium miner in the Western Hemisphere, second only to Cameco.  </li>
</ul>


Combined entity of Paladin Energy and Fission Uranium expected to command a market capitalisation of USD 3.5 billion.  
Following the Russia-Ukraine war, uranium miners started looking for alternative sources in low-risk regions, putting focus on US and Canada.
Post-Merger, Paladin will have the second-largest resource base of any listed uranium miner in the Western Hemisphere, second only to Cameco.  


Paladin-Fission Merger Primed to Benefit from Rising Uranium Demand

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.

Macroeconomics

<ul><li>Patriot raising funds with ASX investors involved</li><li>US ban on Russian enriched uranium imports effective by 2028</li><li>Ten X threatens to cancel existing orders if US utilities don't secure waivers within 60 days</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Patriot raising funds with ASX investors involvedUS ban on Russian enriched uranium imports effective by 2028Ten X threatens to cancel existing orders if US utilities don't secure waivers within 60 daysThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The low-down on USA’s Russian Uranium Ban

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Cross Asset Strategy

<ul><li>Happy Sunday from Copenhagen and welcome to our flagship editorial.</li><li>The cyclical rotation continues in markets, but interest rates have to a certain extent been out of sync with the business cycle for a while.</li><li>The yield curve inverted during the summer of 2022, but we are yet to see a recession in the US economy, which is a bit out of the ordinary given the typical validity of the yield curve inversion signal.</li></ul>

Happy Sunday from Copenhagen and welcome to our flagship editorial.The cyclical rotation continues in markets, but interest rates have to a certain extent been out of sync with the business cycle for a while.The yield curve inverted during the summer of 2022, but we are yet to see a recession in the US economy, which is a bit out of the ordinary given the typical validity of the yield curve inversion signal.

Steno Signals #89: Major Twist to QE Upcoming?

Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

<ul>
<li>Patrick Ceresno will be a panelist in a session on the nuclear renaissance.</li>
<li>The S&amp;P 500 March futures were up 298 basis points at the close on February 7.</li>
<li>The US dollar index was up 52 basis points, trading at 104.5.</li>
</ul>
This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.


Patrick Ceresno will be a panelist in a session on the nuclear renaissance.
The S&amp;P 500 March futures were up 298 basis points at the close on February 7.
The US dollar index was up 52 basis points, trading at 104.5.

This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

<ul>
<li>Hello everyone, and welcome back to our weekly positioning overview.</li>
<li>We’ve been working on some new ways to look at positioning data across asset classes, and we’ll share some of the inaugural charts in today’s piece and will extend them, week by week.</li>
<li>Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate cut expectations becoming even more embedded after the hawkish US CPI surprise last Thursday – strange move, and we’ll be surprised if probabilities don’t reverse within the next couple of price data points.</li>
</ul>


Hello everyone, and welcome back to our weekly positioning overview.
We’ve been working on some new ways to look at positioning data across asset classes, and we’ll share some of the inaugural charts in today’s piece and will extend them, week by week.
Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate cut expectations becoming even more embedded after the hawkish US CPI surprise last Thursday – strange move, and we’ll be surprised if probabilities don’t reverse within the next couple of price data points.


Positioning Watch – Where to Find Value Currently

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Uranium (UXA COMDTY)

Paladin-Fission Merger Primed to Benefit from Rising Uranium Demand

Post-merger, Paladin will hold 544 million pounds of uranium resources and 157 million in ore reserves. Uranium futures prices rose 53.4% YoY, and...

Mint Finance

The low-down on USA’s Russian Uranium Ban

Investors support Patriot, Metals x shareholder attends AGM, Biden signs bill to ban Russian uranium imports, waivers available until 2028, Rosatom...

Money of Mine

Steno Signals #89: Major Twist to QE Upcoming?

Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...

Steno Research

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

The online discussion on the nuclear renaissance is scheduled for Sunday, featuring panelists Justin Hewn and Thomas Jam Patterson, and key news to...

Macro Voices

Positioning Watch – Where to Find Value Currently

Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate...

Steno Research

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52-week Range

Market Cap (USDm)

P/E

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