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>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

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.

<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

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Thematic (Sector/Industry)

<ul>
<li>Russia’s invasion of Ukraine is forcing the US and European administrations to wrestle with the vulnerabilities in their uranium supply chains. </li>
<li>The situation is also re-emphasising the spotlight on the future role of nuclear energy in the power grids. </li>
<li>Uranium prices are up 44% since the invasion began, with the price for nuclear fuel at a decade high.</li>
</ul>


Russia’s invasion of Ukraine is forcing the US and European administrations to wrestle with the vulnerabilities in their uranium supply chains. 
The situation is also re-emphasising the spotlight on the future role of nuclear energy in the power grids. 
Uranium prices are up 44% since the invasion began, with the price for nuclear fuel at a decade high.


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Uranium (UXA COMDTY)

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

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

Uranium: Fuelling Fears

Russia’s invasion of Ukraine is forcing the US and European administrations to wrestle with the vulnerabilities in their uranium supply chains....

David Blennerhassett

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