Basin Energy Ltd’s Post

Check out the latest trends in the uranium enrichment market, including how it's reacted to the 2022 shocks to the system, in this latest interview we're taking part in tomorrow. #nuclear #energy https://bit.ly/47OV9aV

What if the Fed doesn’t cut interest rates this year? Read the latest on how the #StockMarket can still post gains, plus why nuclear power and uranium will be key in the #CleanEnergy transition.

The #magnificent 7: A nuclear bubble or a group of stocks we're going to wish we had more exposure to? I read a report from #deutschebank over the last week which said that the Mag 7 now has a larger financial might than pretty much every COUNTRY in the world. The crazy rise in value of these equities, has made a plethora of people lots of money, but are these same people hedged if all goes pop? These next few months should tell us who was right, and who was wrong. Buy now, sit on the sidelines, or take the short sell? Interesting times ahead. #ustech #stockmarket #wealthmanagement

Closing bell: #ASX closes lower, but Energy sector blinks green; #uranium #mining #stocks surged on Peter Dutton’s #nuclear plans; VanEck to launch Australia’s first #Bitcoin #ETF tomorrow.

Do you know what is driving the bull run in #Uranium? Dive into the key aspects and complexities of the #uraniummarket in this latest article by Sehaj Anand from FactSet. Gain insights into how the supply deficit, global demand, and geopolitical factors are shaping the landscape. Read the full article here: https://bit.ly/4bEnenV

Exciting times in the uranium market! 🚀 Invest in the future with #uranium mining. It's the perfect storm for growth and opportunity. Focus on companies with solid fundamentals and strategic vision for maximum returns. #InvestmentOpportunity #EnergyFuture #UraniumMining #MarketGrowth

Attached are the latest NAV updates for both SPUT and Yellowcake plc. Despite the recent weakness in spot ($79.25/lb), we expect an eventful week in terms of newsflow coinciding with the WNA symposium taking place this week in London. Providing recent support of late we have the Kazatomprom production cuts while the demand side backdrop remains LT bullish given the recently announced NPP extensions, construction approvals and proposals. **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** https://lnkd.in/gHs_vB9P #uranium #equityresearch #investmentbanking #greentransition #nuclear #energytransition #netzero

A rising #uranium spot price has translated well for the larger & more liquid U developers and producers. Its a different story for our tracked Index of North American based, junior U explorers: the rising U commodity price has had little effect (r2 =-0.11 since the start of 2021) on their collective performance. The performance spread divergence has only increased of late. #equityresearch #portfoliomanagement #nuclear #economics #investmentbanking #assetmanagement #equities more @holdcomarkets

The uranium spot price continued its upward march on the month as it advanced by +11.5% to reach a quote of $102/lb to end the month of January. This current quote represents the latest sixteen year, post-Fukushima high. As the spot price continued higher inventory remained steady at both SPUT and Yellow Cake PLC given inventory levels of 63.162M lbs and 21.682M lbs respectively. Further adding to LT tightness in supply, Kazatomprom announced further reductions to FY/2024 production guidance. Next up ? Cameco results on February 8 For more, follow @holdcomarkets Details below: ***Not investment advice, just opinion, observation & analysis. Pls note & read the disclaimer*** #uranium #equityresearch #investmentbanking #nuclear #economics #netzero #greentransition https://lnkd.in/gR6E8Ym2

A rising #uranium spot price has translated well for the larger & more liquid U developers and producers. Its a different story for our tracked Index of North American based, junior U explorers: the rising U commodity price has had little effect (r2 =-0.11 since the start of 2021) on their collective performance. The performance spread divergence has only increased of late. #equityresearch #portfoliomanagement #nuclear #economics #investmentbanking #assetmanagement #equities more @holdcomarkets