Bullish on uranium. This is the largest, lowest cost and finest uranium producer in the world. Very cheap based on cash flow, production increase, quality, etc. It is a contrarian play because it's in Kazakhstan and people have concerns over geo-political factors. 5 Buys, 2 Holds, 2 Sells. (Analysts’ price target is $40.70)
Still owns shares in business. Believes in Uranium business and prospects going forward. Largest & lowest cost Uranium producer in the world. Political risk a factor to be aware of.
(A Top Pick Feb 28/22, Down 9%) Still attracted to it. Suffered because it's located in the former USSR, and people worry about challenges like those seen in Russia. Extraordinary cashflow, dividend yield, tailwinds in uranium.