BOE 0.48% $4.17 boss energy ltd

Sprott Factor, page-171

  1. 95 Posts.
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    It’s a difficult one to ‘value’. We’re 100% over valued right now if applying any old school method.

    Those days are done in the current environment. Justin Huhn ‘Uranium Insider’ addressed these sort of comments.

    These days it’s all about the flow of money. Whilst your calculator investors are sitting back thinking ‘seems a bit hot right now… might wait for a pull back’ You blink and it’s gone.

    Scale in on dips. Sit. Wait.

    You either believe the story or you don’t. If you believe spot can go $60+ then the equities rally until that point.

    If you think $100+ then the equities will be multiples of current prices.

    Anything past previous highs is gravy.

    Follow the money. If Sput is going gang busters, if uranium price is moving upwards, if tweets and media are trending… don’t second guess it.

    Have a plan. Then scale out. Save some for the potential gravy.

    Many of these companies will hit multi billions in market cap and never produce a pound.

    Don’t attempt to be ‘clever’ and run your calculations. We’re in a general bubble. The uranium bull is gathering steam.

    A hot uranium sector within a general bubble? Forget about it. This will be beyond most people’s comprehension. Valuations won’t make sense.

    Catalysts galore:
    Sprott buying
    Wall Streets Bet Crowd
    NYSE listing at some point for Sput
    Utilities re-entering
    Japanese restarts
    Germany potentially reverting back to nuclear
    Growing awareness of importance of nuclear

    Then on top of those general catalysts you have specifically Boss related:
    resource upgrades
    Off take agreements
    sitting on 1.25million pounds at US$14 profit!
    $65million Tribeca mandate
    Institutional support
    Incredibly low restart costs with funding discussions well advanced.

    Only 2 things can halt this juggernaut. General market collapse (but then I’d be loading up the truck as the thesis won’t alter)

    Nuclear accident. Sell everything and see how dust settles.

 
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