It's been a while since I've updated the asx uranium portfolio
BOE is still the clear standout and my top holding (75% allocation) -the project is advanced and fully permitted -in the right jurisdiction -will be in the first quartile of AISC -significant exploration upside -top notch management team focused on project -uranium hedge funds support
VMY maintains equal 2nd position (10% allocation) -advanced project with primary permits in place -solid management team focused on uranium -exploration upside with N.T. tenements *currently seeking a capital raising, should be better buying opportunities in the next month or so
TOE equal 2nd position (10% allocation) -advanced project with primary permits in place -uranium exploration upside -they have recently initiated a gold exploration program on their tenements (not sure this is a good or bad idea, but interesting nonetheless)) -significant vanadium resource which should improve the economics of the project *recently sold off due to managements lack of uranium focus and capital raising, should be more buying opportunities in the coming weeks
MEY my 4th pick (5% allocation) -impressive pounds in the ground over 2 great jurisdictions -patents on in house uranium processing technology U-pgrade -significant exploration upside -take over target, I would imagine DYL and EME would be running the ruler over this one *unlikely to get into production this uranium cycle, but with a tiny market cap worth a punt
NOTE: My favorite uranium equity is not on the asx, if anyone is interested let me know
