Weekly update on development process (Aug 08, 2022)

Weekly progress

  • 🧠 Found a new major narrative (see below).
  • 🧠 Explored systems for formalizing the narrative analysis.
  • 🤝 Advised another project.

Nuclear energy — a major narrative

Nuclear energy is a great example of a new major narrative. It’s unfolding right now, as institutional investors pour money into uranium-related startups & established companies.

  1. Uranium supply is burnt in reactors to produce energy.
  2. Higher energy price -> Higher uranium supply usage.
  3. Higher uranium supply usage -> Higher uranium price.
  4. Higher uranium price -> Higher uranium miner margins.
  5. Higher uranium miner margins -> Higher uranium miner dividends.
  6. Higher uranium miner dividends -> Higher uranium miner share price.
  • “Higher energy price -> Higher uranium supply usage” — requires more nuclear reactors, which are slow to build.
  • “Higher uranium miner margins -> Higher uranium miner dividends” — requires the miners to pay dividends instead of reinvesting.
  • The citizens of US or Canada have direct access to shares of Cameco, a Canadian miner, via NYSE and CSE.
  • The citizens of other countries may have access to the shares of uranium-related ETFs.
  • The crypto natives currently don’t have access to any uranium-related investment products (if you find a way — let us know).

Next week’s focus

  1. 🤝 Advise current projects.
  2. 🤝 Publish about narrative analysis.

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