Hi all,
I don't normally look at resources due to their inherent unpredictability, however uranium really seems to offer a good asymmetric return profile over the next 2-4 years. Livewire have given the thumbs up and published our article (currently #3 trending article) and you can have a look here should you have some time: https://www.livewiremarkets.com/wires/betting-on-the-perfect-storm
I'm really trying to see where our thesis is wrong and would appreciate any feedback or thoughts (be honest!).
Thanks!
Jackson
P.S. I don't log on here too often, if you would like to reach out to me, please add me on LinkedIn or email me.
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Uranium asymmetric return profile
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