MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Double Inclusion for CGN Mining
CGN Mining is a double add, while Endesa and enCore Energy are deletes. Estimated net round-trip trade across both indices is US$560m.
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[Quiddity Index] MV Global Uranium & Nuclear Energy Jun25 Rebalance Results: Flow Expectations
One ADD, one DELETE, but some big capping flows this time so one-way flow is 15+%. That's a lot. Some flows are decent ADV count.
586 Views
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
492 Views
YCA Valuation Update - Macro Driven SELL
Yellow Cake PLC (YCA LN) is a pure play on the uranium price Spot Price $24.65/lb U3O8 down 15% in the past year L.T. Price remains...
480 Views
Boost Research
YCA Valuation Update – Going to Plan…
1-year Target Price of £1.92-1.96 ps NPV4% assuming $22.5/lb U3O8 3-year Target Price of £1.63-1.83 ps NPV4% assuming $21/lb U3O8 C1 basis,...
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