Navigating the Tricks of Uranium Investing
Spot uranium has consolidated above US$80/lb, and term contracts are signing higher still. So why isn’t new supply showing up?
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You’ve been warned
Let me preface this essay by saying the ASX needs more companies like this. We’ve got enough banks and resources.
Watch it Happen: US Market Rally to NYE
Iran is lashing out in the Strait of Hormuz as oil flows return to near prewar levels. I think that could set up a rally few people expect.
The M.A.D. Scramble
Forget bond yields, ignore oil prices, and don’t overthink the Middle East conflict. There’s only one battle that matters. The battle between challenger and incumbent. Two superpowers, battling it out for global supremacy. Both need certain key commodities we own. And whoever wins, we’re assuredly heading towards a M.A.D. world.
Firmus IPO: Who’s the exit liquidity?
Firmus is about to become the ASX’s second-largest float ever. Before you pile in, it’s worth asking a simple question. Who exactly is selling to you, and why now?
Red September, Green October?
Every ASX sector finished the past month in the red. Lachlann Tierney explains why September lived up to its reputation, and the three sectors he’s watching for small-cap opportunities.
