FootnotesFirst's profile picture. Dad, husband, investor. Co-founder and Chief Investment Officer of nuclear power/uranium focused hedge fund @sachemcove. Tweets/retweets not investment advice.

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.

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A fake account is pretending to be me. If they contact you please report the fake account @1FootnotesFirst


👇smart guy

Had a nice time chatting with @maxwiethe from @RealVision this morning to share a few updates on #uranium and #nuclearpower. #cleanenergy #esginvesting realvision.com/shows/live/vid…



Mike Alkin reposted

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

MacroVoices's tweet image. 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 reposted

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 reposted

Friday Night Musings:  Uranium Location Spreads, Seasonality and What We’re Watching Now segracapital.com/commentary/fri…


Mike Alkin reposted

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 reposted

“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 reposted

Another one bites the dust... #uranium Rössing Uranium Mine shutting down... rossing.com/bullet/continu…


Mike Alkin reposted

“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 reposted

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/…

SegraCapital's tweet image. 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/…
SegraCapital's tweet image. 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/…
SegraCapital's tweet image. 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/…
SegraCapital's tweet image. 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 reposted

$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


Mike Alkin reposted

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-…

calgary.citynews.ca

'O Christmas Tree': demand for trees spike but supply is low

Poor weather and a rise in demand are a couple factors leading to a shortage in real Christmas trees this year across the country


Mike Alkin reposted

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

FootnotesFirst's tweet image. Ok, ready for the Halloween party

A great way to spend a Saturday night with your son

FootnotesFirst's tweet image. A great way to spend a Saturday night with your son

Mike Alkin reposted

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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