Fahy Capital Management Uranium Book

NuChem International Catalyst Fund Group: URANIUM
SYMBOLNAMEWEIGHTINGENTRYTARGETDVG
DNNDENISON MINES10%$0.51$2.99B-
DYLLFDEEP YELLOW LIMITED*6%$0.23N/AN/A
FCUUFFISSION URANIUM14%$0.56$2.13B-
FOSYFFORSYS METALS12%$0.08$3.64A+
GVXXFGOVIEX URANIUM20%$0.15$2.50A
LMRXFLARAMIDE RESOURCES12%$0.20$3.49A
NXENEXGEN ENERGY11%$2.22$6.72C+
TMRCTEXAS MINERAL RESOURCES5%$0.20$2.57A+
UUUUENERGY FUELS10%$1.66$7.04C+

Though we have chosen to make our Uranium Book public, we’ve elected to make the contents of the rebalanced NICF Gold, Silver, Platinum, and Agriculture Books private: https://blog.fahy.co/metals-book/

*Initial target will be calculated when Deep Yellow releases its Maiden Resource Estimate in 2019.

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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