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“even assuming that you have a price decline from the triple-digit level back to $60, that price decline is temporary … the cumulative impact of deferred…”
@Thoughtful Money · Rick Rule
Oil underinvestment of $1B+/day means any drop from triple digits is temporary, structurally higher prices ahead
XLELONG@ $52.84
$60.33+14.16%
since call Jun 21
peak +14.2%
“Zero. Zero. They are selling mostly at a discount to the net present value of their ore bodies at today's commodity prices, applying an 8% discount rate.”
@Thoughtful Money · Rick Rule
Mining and oil stocks trade below NPV of ore at today's prices, with AI efficiency upside priced at zero
GDXLONG@ $84.04
$73.09-13.04%
since call Jun 21
“The probability that uranium is the fuel of the AI business is 100% … the only material that gives us sufficient energy density”
@Thoughtful Money · Rick Rule
Uranium is the only 24/7 carbon-free, energy-dense fuel for AI, plus an energy-security catalyst, near-certain to rise
URNMLONG@ $59.95
$48.41-19.24%
since call Jun 21
“the company that seems to be progressing the fastest in terms of nuclear technology is Canadian. It's Cameco, having bought Westinghouse.”
@Thoughtful Money · Rick Rule
Cameco is the fastest-progressing nuclear company having bought Westinghouse, leveraged to the uranium and reactor boom
CCJLONG@ $108.38
$86.15-20.51%
since call Jun 21
“$90 oil makes a whole bunch of our Tier 2 locations economically viable … you are now starting to see in the Permian Basin and the Delaware Basin a lot of…”
@Thoughtful Money · Rick Rule
$90 oil revives US Tier 2 shale as Permian and Delaware rigs restart, boosting production
XOPLONG@ $150.14
$177.06+17.93%
since call Jun 21
peak +17.9%
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