Abhinav Arumilli, Hasnain Ali, Carson Havard, and Devin Shah from the BCG Fund at UH discuss their thesis on Energy Fuels. To sum up the pitch, they believe that "You're getting the uranium business for free, at around $7/share. So limited downside. Then you have the upside of the rare earth business, which brings the valuation to around $14-$16 over the next 4-5 years."
Outline:
[00:00] Intro
[1:33] Price Target
[2:35] Uranium Business Overview
[7:17] Uranium Market
[16:06] Rare Earths Market Overview
[19:52] Monazite Sands
[24:00] Rare Earths Supply Chain
[25:54] Vertical Integration Plan
[31:14] Bahia Project
[36:08] Competitive Differentiation
[41:40] Sand Input Projections
[42:40] Valuation
[49:38] Summary
Click here (https://static1.squarespace.com/static/638a4838a0e97e641ea1ab0b/t/6398a86a96dfdd00b90608ad/1670948972356/Energy+Fuels+Deck.pdf) to download the PowerPoint presentation.
Click here (https://www.undergradsinvest.com/)to visit our website.
1 Dec 2022
Burford Capital (BUR): Texas A&M
In this episode, we talk about how Burford is helping shape the rapidly growing litigation finance industry. Burford is the largest player in the space and appears to have a durable competitive advantage. As Burford rebounds from the COVID-19 pandemic, both its bottom and top lines should thrive. Additionally, the harvesting of their asset management business and successful litigation in the YPF case could serve as major catalysts. Tune in to hear why Burford could be a good investment right now!
Everything said in this podcast is just for educational and entertainment purposes, and should not be taken as investment advice! Do your own research before making any investments.
Website: www.unergradsinvest.com
26 Oct 2022
Stock Pitch: Generac
(Was Strictly Stocks --> Undergrads Invest)
In this episode, we talk about how Generac's recent 80% fall from its ATH has created an attractive buying opportunity for value investors. Its history of producing above-average returns on invested capital, as well as its substantial long-term growth tailwinds, create an attractive upside. Tune in to hear why Generac could be a good investment right now!
Website: www.undergradsinvest.com
21 Sept 2022
Stock Pitch: Spectrum Brand Holdings
(Was Strictly Stocks --> Undergrads Invest)
In this episode, we talk about how Spectrum's sale of its Hardware and Home Improvement segment will help unlock the value of its remaining segments. Using a sum-of-parts valuation method, we found that the market is ignoring the value within Spectrum's other divisions. Tune in to hear why Spectrum Brand Holdings could be a good investment right now!
Website: www.undergradsinvest.com
31 Aug 2022
Stock Pitch: Taiwan Semiconductor Manufacturing Company
(Was Strictly Stocks --> Undergrads Invest)
In this episode, we look at how TSMC's pure-play foundry model has led them to become the dominant leader in global semiconductor manufacturing, as well as how geopolitical tensions have led TSMC's stock price to fall to an attractive buy range. Tune in to hear why TSMC could be a good investment right now!
17 Aug 2022
Stock Pitch: LoveSac
(Was Strictly Stocks --> Undergrads Invest)
In this episode, we talk about Lovesac's (LOVE) differentiated position in the furniture industry, its patented Sactional, and its high growth rate coupled with a low valuation. Tune in to hear why Lovesac could be a good investment right now!
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