Quite a lot in the press about the resurgence of interest in uranium as a power source with lots of articles citing new reactor builds and restarts coming over the next few years. Pleasingly my top pick of the ASX listed uranium plays, based on it having the world’s cheapest uranium in the ground (EV/Resources) with two, very large, low cost to mine, off-shore, resources in two uranium friendly provinces with one ready to go is leading the pack.
We tracked this company via a social media analysis tool (www.dialogix.com.au) prior to engaging with it and then used the data to invest. A newish way of doing things but in reality a subtler and earlier way of measuring “sentiment”.
We will now run Dialogix across the various sectors (energy, copper, PMs, phosphate-potash, etc.) that seem to be coming into play and then drill down to the individual companies and invest accordingly.