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Investor Communications
sari and • 10 cards
energy hiring
DJ Scruggs • 12 cards
Shaw & Partners Head of Research Andrew Hines discusses #uranium outlook in desk note this week.
"Our uranium price forecasts are now looking very conservative, they weren’t when we published them back in June... There remains significant value in Lotus $LOT (Buy, $0.53 PT)."⬇️ https://t.co/K07R3x76l0
@NestBetter $TWM.TO with Renewable diesel facility online/ refinery turnaround over, will generate $150M FCF in 2024 on $375M market cap. Debt not too high 3x EBITDA. Might sell assets at accretive #. 4x P/E
Jamie Murrayx.comRemarkably, many of the small caps and some of the mid caps (even advanced developers) show comparatively low valuations still. E.g.
▪️ $LOT: $0.88/lb
▪️ $DYL: $1.69/lb
▪️ $ISO: $2.02/lb
▪️ $GLO: $2.05/lb
▪️ $BMN: $1.35/lb
▪️ $FSY:... See more
Mineral Stocks Investorx.com
@European_DGI $PKN Orlen:
- Cheapest Energy stock I know of (P/E of 2)
- 10% dividend and rising
- Net Cash position of 13 Billion PLN
- The E&P business is tiny, but alone worth the entire market cap !
- The company is growing rapidly in Europe https://t.co/JZxDk5pImK
Orano Invests 1.7 Billion Euros to Strengthen its Energy Independence
energynews.pro
Partnerships
Ted Glasnow • 1 card