Commodity supercycle is already heating up so think wisely about your portfolio. Higher prices are coming. Uranium Palladium Copper Tin Silver Oil Helium Coffee
Poland
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Koala Energy Brief retweeted
Nuclear stocks finally soaring: attention once again turning to viable, baseload power for data centers.
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Koala Energy Brief retweeted
It didn't
*NASDAQ 100 EXTENDS DECLINE TO 3%, S&P 500 DOWN 1.3%
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Are you still holding your #uranium equity positions, or have you moved on?
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Yes
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No
93 votes • Final results
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Two weeks later $U_U is just 19.7% below its 52w high, making it still the best vehicle to hold. There are some early signs that #uranium may be forming a bottom. The median stands at -58.8%. The worst performers being:
$LOT -94.1%
$EU -80.4%
$LEU -77%
$DYL -74.6%
$UUUU -74.3%
10 days later $U_U exposure is just 22.8% below 52w high making it the best vehicle to hold for now. There are no signs of a bottom anytime soon for #uranium, with the median drawdown at -59% and the worst performers being:
$LOT -94.8%
$EU -79%
$DYL -76%
$LEU -74.1%
$UUUU -72.4%
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On the other hand, the pre-market isn't particularly encouraging, and we could see another leg down in the coming days. That means the early signs of a bottom forming in #uranium may turn out to be a false signal...
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With only two months left in the year, let's see how this plays out and whether #Uranium can repeat its strong November performance...
🔥 NOVEMBER: HISTORICALLY THE STRONGEST #URANIUM MONTH
Average return: +3.2%
Median return: +2.4%
Positive years: 68%
Sample: 19 Novembers
This is an interesting seasonal tendency, but approximately one third of the observed Novembers still finished lower.
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We had a small price jump at the end of October and are now still in a consolidation phase. There are certainly no two similar years in the #Uranium sector. Every year is unique. With the last two months of the year still ahead of us, let's see what this time brings...
Thirty nine days after the World Nuclear Symposium, the #uranium spot price remains stuck at $90 per pound. No fireworks, just consolidation. Honestly, I'm looking forward to November and December, as I don't expect much action in October.
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Koala Energy Brief retweeted
Do I know where the bottom is for U stocks?
Hell no—but no one ever does.
IMO, this is what opportunity looks like, so I'm buying.
(Note to anyone not yet signed up: this is from Saturday's free edition of The Digest.)
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Koala Energy Brief retweeted
Value investors watching tonight's Brazil's election sell-off.
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For the next 12 months, I would watch $CCJ, $NXE, $BMN, $DNN and $PDN, in that order for fundamental conviction rather than maximum speculative upside.
The important question now is whether the current #uranium selloff really is comparable & whether the final bottom is already in
Brutal day following a gut-wrenching couple months for uranium equities. Let's check some historical data.
The table below outlines historical forward performance across these episodes when the sector reached equivalent oversold extremes:
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