Fahy Capital Management Uranium Book

Updated 28 June 2019

NuChem International Catalyst Fund Group: URANIUM
SYMBOLNAMEGLOBAL PORTFOLIO WEIGHTINGENTRYTARGET
DNNDENISON MINES3.40%$0.51$3.35
DYLLFDEEP YELLOW LIMITED1.66%$0.23Pending PEA Results
FCUUFFISSION URANIUM2.58%$0.56$4.20
FOSYFFORSYS METALS5.48%$0.08$1.73
GVXXFGOVIEX URANIUM5.10%$0.15$0.91
NXENEXGEN ENERGY4.54%$1.90$21.64

We have reclassified Texas Mineral Resources as a pure Rare Earth play; it is no longer considered a component of the uranium book.

We exited Energy Fuels for a 90% profit on 28 June 2019.

Our stake in NexGen Energy has risen to 4.54% of the NuChem International Catalyst Fund, as we consider it the best means by which to capitalize on a future uranium bull market.

8 replies to “Fahy Capital Management Uranium Book”

  1. Will. Us uranium miners benefit tremendously if 232 passes this April . And we might get two tier uranium prices one for us and the other rest of the world

    1. Here is my stock response to all inquiries related to 232: I’m not a proponent of Statist relief actions. In my opinion, the entire charade will have zero impact on the long-term investment thesis, though the process has slowed down the story considerably.

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