How undervalued is the entire uranium sector at the moment (an update)?
The combined market cap of the ENTIRE uranium sector today (~31.92B USD, May 14, 2022) =
- 4.3% of market cap of Tesla TSLA (750B USD). Knowing that Tesla has PE ratio of ~98! (BMW has PE ratio of 4.20, Mercedes PE ratio of 3.12, Ford PE ratio of 4.55…) - 16.6% of market cap of Disney $DIS (192B USD). Knowing that Disney has a PE ratio of ~62.5! - 7.4% of market cap of NVIDIA NVDA (430B USD). Knowing that NVIDIA has a PE ratio of ~44.8! - 5.9% of market cap of Meta Platforms (541B USD) - 2.8% of market cap of Amazon (1127B USD) - 2.1% of market cap of Alphabet (Google) (1509B USD) - 1.4% of market cap of Saudi Arabian Oil Co (Saudi Aramco) (2212 billion USD) - 24.2% of market cap of Petrochina (132B USD) - 43.1% of market cap of China Petroleum & Chemical Corp (74B USD) - 8.3% of market cap of Exxon Mobil Corp XOM (384B USD) - 9.4% of market cap of Chevron Corp $CVX (340B USD) - 14.7% of market cap of Shell (217B USD) - 31.6% of market cap of BP (101B USD) - 32.9% of market cap of Petrobras (97B USD) - 0.9% of combined market cap of 8 oil companies mentioned above (3557B USD)! But oil demand =price elastic. When oil price goes too high,oil consumption decreases (remember oil crisis) & we are already noticing the first signs of it. Uranium demand =price INelastic, because it only represence 5%-10% of total electricity production cost from nuclear reactor & because nuclear power = baseload power. - 0.19% of market cap of all sustainable investing assets in 2020 in USA (17100B USD)!
—> easiest way to get exposure to the uranium sector: URNM etf, URA etf, HURA etf
The five stages of grief: 1.denial, 2.anger, 3.bargaining, 4.depression, 5.acceptance A lot of the people here seem to still be in stage one. The only hope for Netflix and Disney $DIS is new leadership. But they will choose self destruction over a neutral, pure business, agenda and cast aside the w0ke !ndoctr!nation.
$PARA missing earnings shows the NFLX decline is not unique to itself. $WBD revs are not yet significant to make a dent. Apple and $DIS on May 11 will also show the same problem. NFLX is the king of streaming. Fair value to re-close the gap down back to 250's
$NFLX down 37% for a 1% miss in subscribers. Yeah, that makes sense. Even if you account for 2 million subscriber loss next quarter, that's 1% still. If Russia/Ukraine war is over, then the 700k+ subscribers in Russia can add again. There's both bull and bear case, but they are geopolitical and out of control of Netflix management. $DIS $SPY $QQQ
Read this post again and tell me if it aged well. I’m not Nostradamus but, I play him on Yahoo. BradBrad10 hours agoReplied to a reaction $DIS conversation Brad18 days agoReplied to a reaction $DIS conversation I have owned Disney since 2004. I sold at 153. After yet another woke lecture from the company. I decided this company does not align with my Conservative vales anymore and I refuse to own it anymore. That is the truth. I'm sure most don't care here but, I tell you a reckoning is coming for companies trying to stay on the wokesters nice list.
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D
There’s politics & finance/economics. $DIS post-COVID pandemic will be a finance/economics winner. Now, Chapek must manage the politics🤔
My subscriptions for $NFLX $DIS $SPOT etc are all paid for by my $AXP plat and crypto cards. More subscribers will know about it eventually and all will win.
The combined market cap of the ENTIRE uranium sector today (~31.92B USD, May 14, 2022) =
- 4.3% of market cap of Tesla TSLA (750B USD). Knowing that Tesla has PE ratio of ~98! (BMW has PE ratio of 4.20, Mercedes PE ratio of 3.12, Ford PE ratio of 4.55…)
- 16.6% of market cap of Disney $DIS (192B USD). Knowing that Disney has a PE ratio of ~62.5!
- 7.4% of market cap of NVIDIA NVDA (430B USD). Knowing that NVIDIA has a PE ratio of ~44.8!
- 5.9% of market cap of Meta Platforms (541B USD)
- 2.8% of market cap of Amazon (1127B USD)
- 2.1% of market cap of Alphabet (Google) (1509B USD)
- 1.4% of market cap of Saudi Arabian Oil Co (Saudi Aramco) (2212 billion USD)
- 24.2% of market cap of Petrochina (132B USD)
- 43.1% of market cap of China Petroleum & Chemical Corp (74B USD)
- 8.3% of market cap of Exxon Mobil Corp XOM (384B USD)
- 9.4% of market cap of Chevron Corp $CVX (340B USD)
- 14.7% of market cap of Shell (217B USD)
- 31.6% of market cap of BP (101B USD)
- 32.9% of market cap of Petrobras (97B USD)
- 0.9% of combined market cap of 8 oil companies mentioned above (3557B USD)!
But oil demand =price elastic. When oil price goes too high,oil consumption decreases (remember oil crisis) & we are already noticing the first signs of it.
Uranium demand =price INelastic, because it only represence 5%-10% of total electricity production cost from nuclear reactor & because nuclear power = baseload power.
- 0.19% of market cap of all sustainable investing assets in 2020 in USA (17100B USD)!
—> easiest way to get exposure to the uranium sector: URNM etf, URA etf, HURA etf
Cheers
$DNN $URG $UUUU
1.denial, 2.anger, 3.bargaining, 4.depression, 5.acceptance
A lot of the people here seem to still be in stage one.
The only hope for Netflix and Disney $DIS is new leadership. But they will choose self destruction over a neutral, pure business, agenda and cast aside the w0ke !ndoctr!nation.
$DIS conversation
Brad18 days agoReplied to a reaction
$DIS conversation
I have owned Disney since 2004. I sold at 153. After yet another woke lecture from the company. I decided this company does not align with my Conservative vales anymore and I refuse to own it anymore. That is the truth. I'm sure most don't care here but, I tell you a reckoning is coming for companies trying to stay on the wokesters nice list.
Reply72
Less