FCM Blog
Fahy Capital Management Uranium Book
NuChemICF Group: URANIUM SYMBOL NAME GLOBAL WEIGHTING DYLLF DEEP YELLOW LIMITED 5%
Sibanye-Stillwater: If We Had an Audience with Froneman, This is What We Would Say
We respect Neal Froneman and we respect his bold bets. His strategy is not a complex one: buy countercyclically. The Rustenburg, Acquarius and Stillwater deals were good ones,…
RNC Minerals: Nickel Pure-Play in the Making
RNC Minerals’ fully-permitted, shovel-ready, mammoth 9.75 Billion lb. Dumont Nickel Project (Projected AAP = 90 Mlbs) is one of our favorites and we have been taking advantage of market weakness…
Dalradian Resources Avoids the Chopping Block
Flagship Property: Curraghinalt = 100% Ownership … 1 Point After-tax IRR = 25.5% … 1 Point NPV/CapEx = 167% … 1 Point F/D Market Cap per Resource Ounce…
Uranium: Time Enough at Last — Dynamics within the Quadratic Family
Mean reversion is critical to the value premise if indeed the walk is random. If the walk is not random and the path is deterministic nonlinear, then the…
RNC Minerals — OTCQX: RNKLF
Dumont Nickel-Cobalt Project — A Robust, Long-Life Nickel-Cobalt Sulphide Project The Dumont Nickel-Cobalt Project is the 3rd largest nickel reserve in the world, the 5th largest nickel sulphide…
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