enCore Energy: the ultimate optionality play on uranium?

Aug 06

enCore Energy: the ultimate optionality play on uranium?

William M. Sheriff and team captured 100% ownership of +100,000 acres within the Grants Uranium District with no holding costs. Located in New Mexico, Grants Uranium District is 1 of the top 5 largest historic producers globally. It accounts for nearly 40% of all Uranium mined in the United States. An estimated 400 million pounds of U3O8 mineralization remains in...

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Kopin Q2: Mr. Market Still Doesn’t Get It.

Aug 05

Kopin Q2: Mr. Market Still Doesn’t Get It.

On Tuesday August 2nd, Kopin (KOPN, NASDAQ) released its Q2 operating results and a business update.  The stock dropped 15% on the news. Revenues were disappointing, to say the least – just $4.4 million vs. $10.9 million in the prior year. I’m betting Q2 or Q3 (coming next) will prove to be Kopin’s worst quarters for the next decade. Why so confident?… Declining...

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