Member Info for Rogue_rader

With Uranium spot price back up - we are no longer at a big premium to NAV :.) I calculated 102% at latest price I could find (48.3 USD)

With Uranium spot price back up - we are no longer at a big premium to NAV :.) I calculated 102% at latest price I could find (48.3 USD)

Looks like we are at least 20% premium to NAV - so Yellowcake can sell some treasury shares and them buy up a significant amount of Uranium (95 million quids worth) to get us back to NAV.

Add to that a couple od drops of high octane share buybacks each week..... and we could be seeing some luverly share price action in time for peak winter energy crisis :.)

A Detailed analysis of Diversified Energy: https://www.youtube.com/watch?v=4FkD1CIZPNs

Enjoy!

A nice and detailed analysis of Base Resources: https://www.youtube.com/watch?v=yqTfSr9EFIo

Such a wonderfully run company with big juicy dividends - but what's going on in Madagascar?

Having said that - and now seeing the price drop to 7% - time to take a good look at their report in detail to see if their really is any reason for this - anyone any specific ideas?

Never has a stock been so unloved as Hikma - and yet they keep on performing well - Generic Advair achievement is world leading by the way and a licence to print money - and now excellent results, yet a 6% price drop! Due to their continued and reliable performance, and with Biden in power bloating US health spending - I am happy to take the pain based on their solid track record and clear delivery on signposted strategy.

Great seeing it above NAV when you bought at a 20% discount to NAV :.)

They sold the shares at NAV- so its only minor positive news to me.
i. Running costs/ director wages are a smaller proportion to overall Assets of company
ii. small but significant amount of Uranium taken off market
iii. More Uranium held in assets which can be sold to buy back shares if share price drops below NAV

A more detailed examination of Frontier Developments. Elite Dangerous is confirmed broken - but how do their future revenues stack up? : https://www.youtube.com/watch?v=PFaApWGcUcI

I just bought back in. Id been getting sellers remorse and the share price has been fairly resilient. I got this horrible feeling that they will meet their sales targets despite Odyssey being so broken.

Im guessing that Jurassic World Domination is just them milking more from the JWE franchise

A new updated analysis of SSE : https://www.youtube.com/watch?v=gf_p-DhvVk0

Stock Analysis update for Cranswick plc : https://www.youtube.com/watch?v=vXDNrAFbjYg

Its interesting to consider if Hydrogen will be the way forward after all to the detriment of Battery EVs, which of course produce such a problem in way of the havoc they will wreck on the electricity infrastructure - as well as having such a higher Carbon footprint.

Common sense tells me that its better to burn electricity at source to make Hydrogen than to have the whole population drawing electricity less efficiently at their homes to spend 5 hours charging up.

My analysis on FDEV following the Odyssey disaster! : https://www.youtube.com/watch?v=i6-bFpKG9-E

Some of the key factors why I had invested in this stock are toppled by this public relations disaster so Ive sold. I hope to buy back though ahead of the FY results depending on some base assumptions that will require clarification before then..........

With perfect timing after my video - we had a RNS this morning that Schroders sold 0.7m shares reducing their position from 17.9% to 16.7%. This could line us up for a perfect situation - if they trash a share price by further offloading then we could be able to buy significantly cheaper in the future with the benefit of positive sales updates (IF that happens). Will have to wait till September.

I have definitely seen other stocks trundle along the bottom for ages due to post IPO institutional dumping and they become news insensitive once totally trashed it it would be great if Tekmar become this giving us a chance to act on future trading updates.

Analysis of Tekmar Group Holdings: https://www.youtube.com/watch?v=cKwao7AhHWQ

A tantalising price and a price to book ratio of 0.6 - but is Tekmar worth the risk?

Here it is - a 30min in depth Analysis of Ceres Power Holdings: https://www.youtube.com/watch?v=kM76p0VmdRE&t=1413s

Enjoy!

A deep 40 min analysis of ITM Power - is the price right? :

https://youtu.be/rfIjG1zFl8Y