Veritas Uranium Fund

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Veritas Uranium Fund was created to take part in the bull market in Uranium from a price of $17-$42- $64 from 2016-2022.

Veritas Family Uranium Fund utilizes a strict approach to purchase and sell all pre-selected stocks for the coming year. Rules based decisions are a must. For example, Deploy a max 1/2 of the allocation for an assess at one time and never within the same month. Basically don’t sell or move capital often.

Veritas Fund allocates capitol using the intrinsic value assigned by quarterly review of MD&A reports from SEDAR. Each stock is give a VERITAS # which consists of 24 valuation metrics. Metrics include discounted cashflow at $42, insider ownership, BS and IS, market cap, dilution expectations and more. This is basically a large comparative analysis of the sector with the goal and necessary risk to allow for a 400% rise in price.

Veritas Uranium Fund can only be invested in by family with a very small position each partner is willing to loose or lock up for 4 year. The fund strives for risk-on, long-term exposure to one to the most volatile commodities with the most fundamentally sound set-ups for the long-term. We may be wrong in 1 year or 3 but in 5 if we are not right all assets will be sold and the thesis was incorrect.

Veritas will take 1/2 profit out at $50 spot U3O8 price. Let the rest rise and see if we can “change our family stars”.

The Uranium Fund Portfolio is public via this site. See the Portfolio page for list of holdings. Please respond and question my thinking in the comments section below.

We do not buy warrants so everyone is on an even playing field. (Very dumb fucking system in my libertarian mind).

Happy Value Investing!

The “Uranium Play”: Value Bull’s Eye Speculation

2 Replies

How do I plan to play the next Uranium bump back to production cost and the correlated panic in order to minimize my risk while reaching 400% avg. gains with one 10,000% gain. 200% could be an industry wide move if the price of the commodity moves back up to $60 long term. $42 Spot (Typical premium is $12)

Why? Timing – I believe the psychology of Uranium is driving this dip much deeper than the numbers would get to naturally. This delay means fewer companies survive and just burn cash from people until they must fire people and demand higher prices and fewer mines are able to be turned back on.

Nuclear is unloved, feared, misunderstood and 100 % necessary to the world energy mix. The longer it takes the world to realize the farther we will be toward massive ground use for solar (not to mention waste) and intermittent wind farms all over the natural world.

The numbers are real 300 million pounds needed only 100 million being produced. At some point the massive stockpile will go away and the energy fuel will be at a premium to production costs with the expectation mines will take higher incentive prices to mine.

Politics –

Veritasing – Welcome!

3 Replies

Veritasing is the search for one’s truth. The underlying current sweeping your daily existence into motivation, or circumstance. We are only here for a very short time. Be honest about your time. Find things making your surroundings safe, find people who challenge and authentically touch you, find a mission that moves you. My veritasing surely looks different than yours. Both true, both real. Let me tell you about the craziest, and most fucked up shit I lived to be true. Tell me about the most meaningful and energy worth endeavor in your young or old life. Your fight for simplicity and authenticity. Mostly, please tell a young millennial American male with erectile malfunctions and achievement syndrome the veritas (Latin word for “Truth”) of all these daily actions, emotional challenges, and financial steeplechases.

-Veritasing24