$DYLLF : John Borshoff Interview with Kerry Stevenson of Small Caps
Deep Yellow represents 6% of the NuChemICF, as it is a company in which we have a great deal of faith. In absolute terms, our stake in Deep…
Tag: Uranium
$DYLLF : Breakthrough Results from Nova JV Drilling
RC drilling at Barking Gecko on EPL3669 intersects zones of thick uranium mineralisation in basement targets. Results substantially upgrade the prospectivity for alaskite-type basement deposits similar to the…
Uranium Rally Green Light: Natanz
On November 19, 2019, in the post, Uranium Priced in Gold, I stated the following: I never put much stock in Fordow, as it had a tiny array…
If you don’t have anything nice to say, don’t say anything at all.
Fahy Capital Management has weathered the downturn well, with a loss of a mere 2.6% (Now up 28% in absolute terms as of April 20, 2020). And because…
FCM Business Update
Stake in Yamana Gold Inc. Raised to 2.99% (AVG PX 4.07) Stake in Victoria Gold Corp. Raised to 3.34% (AVG PX 4.54) Stake in Pure Gold Mining Raised…
Inflation-Adjusted Global Uranium Price Forecast to 2030: or, Everything You Ever Wanted to Know About the Reinsurance Cycle
When the World Doesn’t Work the Way You Think It Should It was wrongly assumed that the 21st century uranium market would prove oligopolistic, vertical and risk-averse while…
How We Bet, Part IV: Is the Odds Engine a Cure for Common Estimation Errors?
In our experience, yes: It protects us from asymmetric skewing. It is of a union between projections of future value and bias that asymmetric skewing is born. What…
URANIUM: Now the Real Carnage Can Begin!
Now that the majority of our initial Odds Engine downside targets have been reached (see here and here and here and here), the real carnage can begin: And…
Uranium: The Downside, Probabilistically Speaking
PREAMBLE First and foremost, we are traders. We play the odds. Sometimes the odds aren’t good, but even poor odds at a fair price can be profitable. And…
$DYLLF : Deep Yellow to Fast Track Tumas PFS
The impressive results from the [Scoping] Study clearly demonstrate advancing this project to the pre-feasibility study stage is justified, appreciating that uranium prices are expected to improve strongly…
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