Mike Alkin @FootnotesFirst
Dad, husband, investor. Co-founder and Chief Investment Officer of nuclear power/uranium focused hedge fund @sachemcove. Tweets/retweets not investment advice. sachemcovepartners.com Joined November 2009-
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👇smart guy
Mike Alkin retweeted
MacroVoices @ErikSTownsend and this week's guest co-host @kevinmuir welcome Mike Alkin @FootnotesFirst & Guy Keller to the show where Mike and Guy share some excellent insights on the Uranium market. bit.ly/3k5i35H
Mike Alkin retweeted
Friday Night Musings: Promises and Pitfalls of ESG Investing We share our thoughts on ESG investing and how it could impact the Nuclear and Uranium Mining industries. #nuclear #uranium #ESG #ESGinvesting segracapital.com/commentary/fri…
Mike Alkin retweeted
Friday Night Musings: Uranium Location Spreads, Seasonality and What We’re Watching Now segracapital.com/commentary/fri…
Mike Alkin retweeted
Our latest thoughts on #uranium in the era of COVID-19 (note this was filmed prior to Monday's @cameconews update regarding Cigar Lake!) The Uranium Catalyst Nobody Expected | Real Vision realvision.com/shows/the-expe…
Mike Alkin retweeted
“As the impact of COVID-19 continues to be felt around the world, Kazakhstan has taken strong steps to slow the spread of the virus,” said Galymzhan Pirmatov, chief executive officer of Kazatomprom.
Mike Alkin retweeted
Another one bites the dust... #uranium Rössing Uranium Mine shutting down... rossing.com/bullet/continu…
Mike Alkin retweeted
“As from 28 March 2020 the Rössing Uranium mine will discontinue normal mining operations and enter a period of minimal mining operations. As a safety measure critical maintenance work will continue.” rossing.com/bullet/continu…
Mike Alkin retweeted
In case anyone questioned our read of @NAC_Kazatomprom at BMO last week - transcript just released. Some highlights below. Very bullish for #uranium kazatomprom.kz/en/media/view/…
Mike Alkin retweeted
$KAP CEO Pirmatov at BMO: 1) I do not think you will see us selling any pounds in the spot market this year - not sure where traders will be getting pounds for carry trade 2) we want our peers to make money (prices should incentivize tier 1), fantastic margins at higher prices
@timothychilleri and I talk Uranium with @capitalistexp Chris Macintosh capitalistexploits.at/the-big-questi…
Mike Alkin retweeted
MH65 - Sabre Wound to the Chest Join @PatrickCeresna and @kevinmuir as they welcome @FootnotesFirst to the show where he shares his experiences as a deep value Uranium investor. Then they talk charts using @KoyfinCharts, followed by an update from @hkuppy youtu.be/lPyB2MRehBw
It’s 4th grade math regardless of what it is when it comes to supply /demand, even for Christmas Christmas trees, whose supply takes years to come online. Hmmm. Sounds like Uranium. When supply is low, and demand is up, you going to pay more. #uranium 660citynews.com/2019/12/05/oh-…
Mike Alkin retweeted
RJ Lyons: Everything you Need to Know about Shipping capitalistexploits.at/rj-lyons-every… via @capitalistexp
Anyone who has any interest in being a contrarian investor would benefit from reading @hkuppy ‘s work . He is very insightful adventuresincapitalism.com/2019/11/21/my-…
Ok, ready for the Halloween party
A great way to spend a Saturday night with your son
Nuclear power is the 'silent giant' being invited finally to speak - World Nuclear News world-nuclear-news.org/Articles/Nucle…
Mike Alkin retweeted
Just read through the 2019 World Nuclear Fuel Report (released to WNA members today / public next week). Demand projections rising significantly, supply dropping without higher prices - reads very bullish. WNA Symposium next week will be interesting! #uranium @WorldNuclear
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