June 2022

by Ian Ross | 01 Jun 2022 | 2022, Some Thoughts

Welcome to June 2022’s Some Thoughts – A Hedge Fund Special Although geopolitical events are impacting performance, the resulting market volatility is now favouring hedge funds. In terms of markets, we are seeing a shift from US high growth/no profit companies towards...

May 2022

by Ian Ross | 03 May 2022 | 2022, Some Thoughts

Welcome to May 2022’s Some Thoughts. This month we discuss: A world returning to commodity-backed money Cleantech Investment: Direct Lithium Extraction (“DLE”) could be the key to bringing lithium into production more quickly than conventional methods. Arc: the...

Apr 2022

by Ian Ross | 10 Apr 2022 | 2022, Some Thoughts

Welcome to April 2022’s Some Thoughts. This month we discuss: Silex Systems – a look back on some of the news from the uranium sector, our updated report, and Ocean Wall’s next uranium pick. Venezuela – update on political movements and speculation on possible changes...

Mar 2022

by Ian Ross | 20 Mar 2022 | 2022, Some Thoughts

Welcome to March 2022’s Some Thoughts. This month we discuss: Since the invasion of Ukraine there has been a sharp (>13%) move up in both spot uranium and equities. We have previously attested to the bifurcation of uranium. While supply is geographically...

Feb 2022

by Ian Ross | 17 Mar 2022 | 2022, Some Thoughts

Welcome to February’s Some Thoughts. This month, in a change to our normal format, we shine a spotlight on Venezuela …. Venezuela – the case for investment It is estimated that last year Venezuela posted its first positive GDP number (+4%) since 2013, with...

Jan 2022

by Ian Ross | 06 Jan 2022 | 2022, Some Thoughts

Welcome to January 2022’s Some Thoughts. This month we discuss: A year in review for hedge funds Lithium in Review : Carbonate Prices, M&A, Chile’s political situation Uranium : Prices – a year in review, EU’s Sustainable Taxonomy, Kazatomprom’s busy Q4, SMR...