Unpacking the Unfolding Uranium Universe

Unpacking the Unfolding Uranium Universe

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Mining Stocks Are Oversold. Commodities Aren’t. (Darko Kuzmanovic)

Darko Kuzmanovic, Portfolio Manager of the Janus Henderson Global Natural Resources Fund, is back on the show.A metallurgist by training, Darko’s fund was up 20% by February. Then came Iran, rising rates and a full risk-off reversal.We get his read on where we sit in the cycle, a ...  Show more

Jeremy Raper Is Coming for Busted Mining Microcaps

His last Takeovers Panel fight cost him $3k. The one before that cost half a million.Activist investor Jeremy Raper is going after the ASX’s forgotten cash boxes, the broken mining microcaps that trade well below the cash they hold. AI has slashed the cost of taking on a board, a ...  Show more

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