written by reader All things Uranium: Company research and thesis refinement

By levbrans, November 17, 2017

Who is this for: Investors looking to make explosive profits with time horizons of multiple years
What is this for: Exchange of ideas for how to position a portfolio for the next bullish cycle in uranium
Why? After 30 hours of preliminary research, I have a strong feeling that we are on the cusp of the next Uranium bull market and would like to share some of the research and sources I have found as well as gather information from the collective knowledge of stock gumshoe members about how others are positioning their portfolios and companies which look especially appealing.

Here is what got this whole journey started: https://www.youtube.com/watch?v=gfvAIor53Ig
I HIGHLY recommend anybody considering uranium to watch the above 22 min video by Michael Alkin. Michael has spent nearly the last 20 years in the hedge fund industry. He has worked for a few multi-billion dollar hedge funds. During his career, he has been an analyst, portfolio manager and partner. He has been a dedicated short-seller, managed both a long and short portfolio and at times have been responsible for several hundred million dollars of capital.

Here is another good video about the strategy I am trying to employ with the uranium sector: