Company Research

Guest Post on Talen Energy $TLNE

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A few weeks ago, I had the opportunity to do a webinar with Enrique Abeyta of HX Research on Talen Energy $TLNE. Enrique did a fantastic job making the case for why Talen could double from current prices. That video is linked in the piece below. This morning, HX Research published an update on Talen … Read more

Great Article on the Supply/Demand Imbalance for Uranium

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I’ve been positive on uranium for years and DKI subscribers have more than doubled their money in that particular investment. In multiple posts, I’ve outlined my thesis explaining the imbalance between coming demand and how long it will take for supply to adjust. Nick Giambruno, who has had guest posts in this space, published a … Read more

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