Critique my uranium bags. Am I missing anything?
>Baselode Energy
>Consolidated Uranium
>Denison Mines
>Encore Energy
>Global Atomic
>IsoEnergy
/CMMG/ Commodities, Mining, and Macro General
Michael Martinez
Owen Murphy
fertilizer
Oliver Lee
Where's skyharbour? And how come you got no Nexgen exposure, they've got Arrow . I also hold baselode, denison, global and encore myself.
Justin Smith
thnks, will go long
Charles Long
Russia has like 2/3 of worlds ammonium nitrate production. It is fucking bonkers what this could do to food prices if there is a shortage of fertilizer come sowing season (or whenever the fert is applied). Prepare for rich countries hoarding
Gavin Phillips
Nexgen just seemed too high marketcap. It's worth picking up a bag anyway?
Skyharbour, I'll look into it. Thanks user
Jeremiah Parker
quick ticker overview?
Sebastian Watson
The market cap is a right concern, you're right about that. But I just think cause of arrow it's worth having something in them, that deposit is so massive the market could get really illogical.
Angel Ortiz
Also, corn uses a lot of fert, so that is a way to play it. This ban probably benefits US and Brazil corn producers
Carter Sanchez
What the hell?!
Any recos on what I TICKRs I should buy and what timeframes I should keep an eye on?