Asymmetric Research
Independent natural resources research. Mining investing legend Rick Rule has highlighted our work on multiple occasions. Founded by a former sell-side equity analyst and hedge fund analyst at an energy transition fund. Not investment advice. DYOR.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 71 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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asymmetricresearch.substack.comLatest Issues
Uranium: Kazakhstan Snubs Russia
A development last week put the Kazakh supply question back in play, and it is bullish for uranium.
A development last week put the Kazakh supply question back in play, and it is bullish for uranium. In this note we cover what happened, wh...
Rare Earths: A Lowball Bid for One of the Best Assets Outside China
Lynas, the leading Australian rare earths producer, has made an offer to acquire all of Meteoric Resources, a stock we own and which holds a Tier 1 rare earths project in Brazil. What now.
Lynas, the leading Australian rare earths producer...
Nuclear/Uranium: Westinghouse Is Targeting $50bn. Here's What We'd Do Now
Bloomberg reported last week that Westinghouse is targeting a valuation of more than USD 50bn in its coming US IPO, with a public filing as soon as October. Implications...
Bloomberg reported last week that Westinghouse is targeting a valu...
Uranium: Russia's Acid Ban and the Kazakh Question
Russia has temporarily banned the export of sulphuric acid until the end of the year, to secure supply for its own industrial and fertiliser producers.
Russia has temporarily banned the export of sulphuric acid until the end of the year, t...
Royalties: Where We See Value Amongst Small Caps
In this note we look at relative valuations across high-quality small-cap royalty and streaming names.
In this note we look at relative valuations across high-quality small-cap royalty and streaming names, a cohort we have owned at various...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
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Authors
The writers behind this newsletter.
Institutional-grade, model-driven research on commodities and equities. Fundamentals first. Ex sell-side & hedge fund analyst. ZeroHedge contributor. Rick Rule has publicly mentioned our research. Not advice or a personal recommendation. DYOR
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