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 | 69 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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asymmetricresearch.substack.comLatest Issues
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...
Uranium: The Era of Cheap Uranium Is Over
We revisit uranium after the summer. What has changed and what the market misses.
We turn back to uranium. In our late-July note, written after the equity sell-off, we asked whether the sector had become outright cheap and set out fair-val...
EU Natural Gas: A Rude Awakening
Brussels says all is well. The data, and increasingly Germany, say otherwise.
Back after a break, and plenty has moved in our favour while we were out. On uranium, spot has reached $90/lb as post-summer seasonality turned, helped by news o...
Audience Metrics
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Independent natural resources research for serious investors. Fundamentals first, proprietary models on every stock and commodity we cover. Rick Rule has highlighted our work. Former sell-side and hedge fund analyst. ZeroHedge contributor. DYOR.
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