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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (71603)	11/19/2022 1:31:43 PM
From: Eric Bramble	Respond to of 78682

I think it's slightly too early for uranium tbh. A lot of these companies need to revise their future production costs, which in my opinion is at least 30% more. Potential shareholder dilution is why I'm holding back slightly but I'm looking at royalty & streaming in the sector. I'm actually looking at Yellow Cake right now

To: Paul Senior who wrote (71603)	11/21/2022 12:13:12 PM
From: Madharry	Read Replies (1) \| Respond to of 78682

I have made my second foray into a bitcoin related stock GBTC. a small bet for me. the allure of purchasing bitcoin at a discount of 40% was too great for me especially with what i believe is a good chance that the discount may disappear.. The company which is currently a closed end fund asked SEC for approval to convert to an ETF. The SEC denied that request despite approving etf-s which hold futures in bitcoin. that makes no sense to me nor does it to the company which has now sued the SEC. It looks to me that the only concern the SEC could have is price accuracy which I believe is unfounded. those are my 2 cents anyway. The only question in my mind is what the size of this bet should be. I am thinking 1/2 to 1% tops. their bitcoin is held in custodial accounts in coinbase. so i am confident that the bitcoin will not suddenly dissappear.