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Nexgen Energy Ltd T.NXE

Alternate Symbol(s):  NXE

NexGen Energy Ltd. is a Canadian company focused on delivering clean energy fuel for the future. It is engaged in the acquisition, exploration and evaluation and development of uranium properties in Canada. It is focused on optimally developing the Rook I Project. It has a portfolio of highly prospective projects, including its 100% owned Rook I property that is host to the high-grade Arrow Deposit, South Arrow, Harpoon, Bow, and the Cannon area. The Rook I Project is a development-stage uranium project in Canada. The new underground mine and mill development is located in the uranium-rich district of the southwestern area of the Athabasca Basin, located in Saskatchewan. Arrow is a 100% land-based, basement-hosted, and high-grade uranium discovery. The Rook I Project, host of the Arrow Deposit, which is a development-stage uranium project in Canada and is 100% owned by NexGen Energy Ltd. The Rook I property hosts the Harpoon Discovery located 4.7 km northeast of the Arrow Deposit.


TSX:NXE - Post by User

Bullboard Posts
Comment by Malcolm2001on Mar 20, 2018 5:59pm
192 Views
Post# 27749648

RE:RE:RE:RE:How anyone can be bullish the Uranium market is beyond me

RE:RE:RE:RE:How anyone can be bullish the Uranium market is beyond meThat is (of course) your choice. However when you say that you imply that you know when the market will change. That is your expectation is that Uranium prices and related stocks will continue to fall through 2019 so that you can pick them up cheaply.
You may be lucky and that scenario may happen. I wish you good luck with that strategy. Unfortunately it presumes that you can time the market. You cannot. Neither can I and neither can any of the worlds top investors. The reason you cannot is that it requires you to know what "the market"...the millions of individual investors whose decisions comprise daily trading and there is no way you can know that. I would be astonished if you knew the investing decisions of 10 people on a daily basis let alone a few million.
The only way to invest is not to try to time the market but to study and understand what is driving the fundamentals. The fundamentals of supply and demand will ALWAYS drive the market eventually.
As a true contrarian I seek out those markets where "The Market" is at odds with the fundamentals.
You are welcome to read any of my previous posts on Uranium and why what "Mr. Market" thinks is wrong. In a nutshell there are 450 power reactors in the world. The Japanese are steadily restarting their fleet. Thee are 55 new plants with operating lives of 60+ years under construction now. 15 of those will come on line this year. The Chinese will start another 6 to 8 plants this year and for the next 4 years. And every one of those plants is a guaranteed user of Uranium. They cannot use anything else.
It is simply a matter of time. Supply is being curtailed due to low prices. Demand is increasing (two 1000+ megawatt reactors online this year plus the restart of OHI 3 in Japan and a slew of new reactors coming on stream in 2018).
I doubt if any of that has been headline news anywhere...so Mr. Market continues to consider Uranium - as you do - a dead investment. Every single parameter tells me the exact opposite.

And that my dear friend is how you make fortunes. Not by following the misinformed market but by an informed following of the fundamentals of supply and demand that will control the market in the future.

You are free to choose whichever one you like. You can make pennies your way or millions my way. Entirely your choice and decision.

I do like reading your posts as they reaffirm that market followers are misguided. You would do well to read some of the great investors like Buffett and Soros. They are not market followers. They buy the bargains when the market gets psychotic as it is now with Uranium.

Great investing and I do wish you well in your endeavours.

Malcolm



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