Welcome Kiwi David O'Neil! From their website, it looks like he's a keen uranium small cap hunter.
- Director, CIO
Asean Investment Advisors Ltd
2006 – Present (12 years)ASEAN Region & Hong Kong
Specialist in ASEAN Equity markets, particularly focused on small cap value - locating the under-owned under-researched under-crowded listed investment opportunities in ASEAN Markets. Job Roles: Stock Research; Stock Selection; Portfolio Construction; Portfolio Optimization; Country Asset Allocation.
Emerging Theme: Uranium Bull Market (2018-2021)
Reviewing the returns from the last 3 cycles (Mid 50s; Early 70s and 2004-2007):
Large caps returned 5-10x
Emerging Producers 15-25x
Small Explorers to Producers 25-50x
Best performing stock last cycle (PDN) 869x
The lowest priced pre-production players can (May 2018) be purchased on valuations of less than 20c per pound, as the Uranium price exceeds US$100/lb (as was achieved in the previous cycles), valuations are likely to exceed US$8 per pound; implied returns based on 50% dilution range from 15-25x in our current stocklist over the next 60 months, portfolio returns can therefore average 5-10x.
Our Estimated Uranium Price recovery range is as follows:
4Q 2018 $30-40
4Q 2019 $45-60
4Q 2020 $65-90
4Q 2021 $70-120 David O'Neil’s Activity
- David O'Neil shared
[COLOR=rgba(0, 0, 0, 0.85)]#uranium spot price is breaking out - this is confirmation...
- David O'Neil shared
[COLOR=rgba(0, 0, 0, 0.85)]Our core #Uranium Micro Caps are up 50-100% on the $3 spot...[/COLOR]
[COLOR=rgba(0, 0, 0, 0.55)]The end of the bear market... We believe the uranium market currently presents one of the best...[/COLOR]- David O'Neil shared
[COLOR=rgba(0, 0, 0, 0.85)]This action by Cameco creates the setting for the next bull...[/COLOR]
- David O'Neil shared
[COLOR=rgba(0, 0, 0, 0.85)]#uranium demand is accelerating - with over 20 countries...[/COLOR]
[COLOR=rgba(0, 0, 0, 0.55)]India News: The Minister of State in the Prime Minister's Office said that together 21 nuclear...[/COLOR]- David O'Neil shared
[COLOR=rgba(0, 0, 0, 0.85)]20m Cap #uranium African project developer listing off a...[/COLOR]
[COLOR=rgba(0, 0, 0, 0.55)]Australian based uranium and battery elements exploration and development company Aura Energy are...[/COLOR][/COLOR]
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Mkt cap ! $95.04M |
Open | High | Low | Value | Volume |
11.0¢ | 11.5¢ | 10.5¢ | $103.3K | 938.1K |
Buyers (Bids)
No. | Vol. | Price($) |
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8 | 609376 | 10.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
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11.5¢ | 508577 | 4 |
View Market Depth
No. | Vol. | Price($) |
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6 | 596843 | 0.105 |
14 | 988958 | 0.100 |
1 | 100000 | 0.097 |
1 | 26095 | 0.096 |
4 | 50791 | 0.095 |
Price($) | Vol. | No. |
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0.115 | 139891 | 2 |
0.120 | 13020 | 2 |
0.125 | 104000 | 3 |
0.130 | 321332 | 6 |
0.135 | 177387 | 3 |
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