RHJ Thesis
Uranium is the most asymmetric and credible investment idea for the next few years, in my humble opinion. The uranium market is esoteric and dominated by a few countries and several enterprises. Most of them are private-public partnerships and, thus, are not available for us mere mortals to invest in. Apart from junior miners, we have a handful of excellent companies to bet on rising uranium prices. NexGen Energy (NYSE: NXE ) is such a case. It is developing one of the best uranium deposits in the world located in Canada with outstanding grade and AISC below $25/lb.
NXE’s balance sheet is neat and clean, while the share dilution is kept to a minimum. Buying one NXE share as an investor, you receive 0.72 pounds of uranium, or three times more than DNN with 0.22 lb per share. The uranium bull market is in its first innings, […]
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