uranium portfolio

  1. 169 Posts.
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    This goes out to all the asx uranium speculators out there

    I thought it might be fun to disclose our Top 5 Uranium plays on the asxI would encourage others to do the same

    Currently I consider Uranium as a contrarian speculation and now is probably a good time for the courageous amongst to lay our cards on the table before things start heating up

    My top 5 are...
    1. VMY
    2. BOE
    3. MEY
    4. TOE
    5. PEN

    I have considered the following, market cap, nature of the deposit, location, cost of production, grade, management, exploration upside etc..\

    Most of my top 5 don't tick all those boxes but after careful consideration I think they could outperform with a rising uranium price

    I would also like to encourage constructive criticism from the many knowledgeable contributors on this forum, if someone doesn't agree with any of my inclusions could they please suggest what I should replace it with.

    Thanks in advance to any participants
 
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