Glowurm's Discussions - Simply Wall St

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Glowurm

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PDN·8 days agoPaladin Energy will ride the uranium resurgence with increasing production and secure contracts

Great write up, as suggested the main risk is its mining jurisdiction, but investments into Canada and exploration are welcome. Its primed to take advantage of higher priced contracts and should see better margins that those recieved by competitors.

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PDN·8 days agoPaladin Energy: Betting on the Nuclear Renaissance

Its hard to take this seriously, your effectively setting a fair value at a level where is production was mothballed between 2014-21 when Uranium was $20,000 a pound, spot price is now x4 and your own evaluation puts their selling price at +$60,000 now. This stuff needs to be called out more by the community.

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NDA·7 months agoGeopolitical Protectionism And Material Substitution Will Crush Copper Demand

You cite this as a concern "Rising geopolitical protectionism and resource nationalism are expected to heighten trade barriers and restrict access to critical raw materials, increasing Aurubis' input costs and introducing persistent supply chain volatility, with direct adverse effects on net margins and earnings stability" but this very protectionism you speak off is the reason why Europes largest recycler is vital! The "critical" materials are the very reason why this company with its innovativ...

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ANTO·7 months agoRising Costs And Chilean Risks Will Erode Copper Margins

93% over valuation at a time where demand is forecasted to increase?

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