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Overview #27 – The Big Beautiful Tragi-Comedy Continues

403 Views26 May 2025 01:02
Boomeranged on Tue, 17 Jun 2025 01:02
More positive news for the Uranium Sector. Jefferies upgraded the Australian uranium miners yesterday with $PDN, $BOE and $DLY rallying 15-20% & up another 4-5% today. Last night $U.UN announced a bought deal of US$100M to buy physical Uranium. This was upsized to US$200M. Look for $1164 to continue its rally today. US and Candian listed miners ralllied 5-10% last night. Still a niche sector.
SUMMARY
  • A review of recent events/data impacting our investment themes and outlook
  • What are major global bond markets telling us about the world?
  • We look at potential beneficiaries of the next wave of inflation
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Rikki Malik
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