Good article Ben, you managed being objective without emotional very well.
Personally I’m hoping a Trump victory overall will take America away from its dystopian path and be a beacon to the rest of The West currently heading in a terrible direction, we shall see.
You mentioned SMR’s, have you done any poking about in the sector?
I have started to take another look at the uranium sector. I'm slightly bullish, but there definitely isn't as much meat on the bone as two to three years ago. I would get more bullish if you start to see an increase in the number and pace of new reactors getting built, but I haven't spent a ton of time on it. If I did buy I would probably just take a relatively small position in the URNM ETF.
I meant specifically SMR’s as that may be more niche with less eyes on it than the broad sector.
I do have exposure and with some excitement recently with tech giants announcing intentions over data centres there’s been some good moves but I was interested in honing in specifically on SMR’s if at all possible.
There are a lot of interesting developments but I would have to do more digging into some of the individual companies. You have a couple in mind that would be a good starting point?
I haven't been adding to anything recently, but I'm planning to buy more shares of Borr to get it back to the position size I had before trimming to buy Sable. Just way too cheap here in my opinion.
Good article Ben, you managed being objective without emotional very well.
Personally I’m hoping a Trump victory overall will take America away from its dystopian path and be a beacon to the rest of The West currently heading in a terrible direction, we shall see.
You mentioned SMR’s, have you done any poking about in the sector?
I have started to take another look at the uranium sector. I'm slightly bullish, but there definitely isn't as much meat on the bone as two to three years ago. I would get more bullish if you start to see an increase in the number and pace of new reactors getting built, but I haven't spent a ton of time on it. If I did buy I would probably just take a relatively small position in the URNM ETF.
One would be OKLO.
I know Rolls Royce is involved in SMR’s but may well have missed the boat there.
Re nuclear I hold CCJ, ASPI, PDN, UEC, LEU, UUN and YCA, ASPI could be a niche candidate
Thanks Ben
I meant specifically SMR’s as that may be more niche with less eyes on it than the broad sector.
I do have exposure and with some excitement recently with tech giants announcing intentions over data centres there’s been some good moves but I was interested in honing in specifically on SMR’s if at all possible.
There are a lot of interesting developments but I would have to do more digging into some of the individual companies. You have a couple in mind that would be a good starting point?
Thoughts on Borr getting hammered this morning and if you are adding to your position?
I haven't been adding to anything recently, but I'm planning to buy more shares of Borr to get it back to the position size I had before trimming to buy Sable. Just way too cheap here in my opinion.