Asymmetric Research
Asymmetric ResearchIndependent natural resources research. Covering uranium, gold, natural gas and critical minerals. Our analysis identified Greatland Resources, Aya Gold & Silver before their major moves. Not investment advice.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 50 | Subscribers | Read | asymmetricresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Uranium Catalyst Nobody Is Pricing In
We believe utility restocking is rapidly becoming the central catalyst for the uranium bull case — shifting from mere optionality to a high-probability outcome over the next 3 years.
From Conflict to Catalyst: Uranium's Next Leg Higher
After having been cautious early last year, we turned constructive on uranium in summer. We now turn outright bullish.
Gold – GMining Acquisition of G2: Key Takes
We have crunched the numbers on G Mining Ventures announced takeover of G2 Goldfields.
Natural Gas – Updated European Outlook After Ceasefire
European natural gas prices (TTF) dropped below €45/MWh, with news that the US and Iran have agreed to a two-week ceasefire, which includes the reopening of the Strait of Hormuz.
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Authors
The writers behind this newsletter.
Independent natural resources research on gold, uranium, natural gas & critical minerals. We share our own analysis. For information & education only. Not investment advice. DYOR.
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