Mike Alkin (@footnotesfirst) 's Twitter Profile
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.

ID: 90546527

linkhttp://www.sachemcovepartners.com calendar_today17-11-2009 02:40:23

1,1K Tweet

13,13K Followers

199 Following

Segra Capital Management (@segracapital) 's Twitter Profile Photo

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 World Nuclear Association

Mike Alkin (@footnotesfirst) 's Twitter Profile Photo

Nuclear power is the 'silent giant' being invited finally to speak - World Nuclear News world-nuclear-news.org/Articles/Nucle…

Mike Alkin (@footnotesfirst) 's Twitter Profile Photo

Anyone who has any interest in being a contrarian investor would benefit from reading ⁦Kuppy⁩ ‘s work . He is very insightful adventuresincapitalism.com/2019/11/21/my-…

Mike Alkin (@footnotesfirst) 's Twitter Profile Photo

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-…

The Market Huddle (@themarkethuddle) 's Twitter Profile Photo

MH65 - Sabre Wound to the Chest Join Patrick Ceresna📈📉 and Kevin Muir as they welcome Mike Alkin to the show where he shares his experiences as a deep value Uranium investor. Then they talk charts using Koyfin, followed by an update from Kuppy youtu.be/lPyB2MRehBw

Segra Capital Management (@segracapital) 's Twitter Profile Photo

$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

Segra Capital Management (@segracapital) 's Twitter Profile Photo

In case anyone questioned our read of Kazatomprom at BMO last week - transcript just released. Some highlights below. Very bullish for #uranium kazatomprom.kz/en/media/view/…

In case anyone questioned our read of <a href="/NAC_Kazatomprom/">Kazatomprom</a> at BMO last week - transcript just released.  Some highlights below.  Very bullish for #uranium 

kazatomprom.kz/en/media/view/…
Sean Benson (@sb7440tweet) 's Twitter Profile Photo

“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…

Kazatomprom (@nac_kazatomprom) 's Twitter Profile Photo

“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.

Segra Capital Management (@segracapital) 's Twitter Profile Photo

Our latest thoughts on #uranium in the era of COVID-19 (note this was filmed prior to Monday's Cameco Corporation update regarding Cigar Lake!) The Uranium Catalyst Nobody Expected | Real Vision realvision.com/shows/the-expe…

Segra Capital Management (@segracapital) 's Twitter Profile Photo

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…

MacroVoices Podcast (@macrovoices) 's Twitter Profile Photo

MacroVoices Erik Townsend 🛢️ and this week's guest co-host Kevin Muir welcome Mike Alkin Mike Alkin & Guy Keller to the show where Mike and Guy share some excellent insights on the Uranium market. bit.ly/3k5i35H

MacroVoices <a href="/ErikSTownsend/">Erik Townsend 🛢️</a> and this week's guest co-host <a href="/kevinmuir/">Kevin Muir</a> welcome Mike Alkin <a href="/FootnotesFirst/">Mike Alkin</a> &amp; Guy Keller to the show where Mike and Guy share some excellent insights on the Uranium market.
bit.ly/3k5i35H