ACF Explains
ACF Explains
Uranium’s (U-235) main use is as a fuel in the production of electricity by nuclear power stations. Though uranium is around 100x more common than silver, U-235 makes up only approximately 0.7% of natural uranium. The uranium market is complex, illiquid (thinly traded) and opaque. Directly or indirectly state-controlled producers account for up to 68% of global production based upon YE18A data (NEA, IAEA), down 2% vs. our 2019 analysis. The top 10 mines produce 55% of all Uranium, up 4% vs. 2019. State control of production means the majority of players do not have to follow economic logic. The primary trading instrument is yellow cake (U3O8)….READ MORE ABOUT U3O8
Uranium’s (U-235) main use is as a fuel in the production of electricity by nuclear power stations. Though uranium is around 100x more common than silver, U-235 makes up only approximately 0.7% of natural uranium. The uranium market is complex, illiquid (thinly traded) and opaque. Directly or indirectly state-controlled producers account for up to 68% of global production based upon YE18A data (NEA, IAEA), down 2% vs. our 2019 analysis. The top 10 mines produce 55% of all Uranium, up 4% vs. 2019. State control of production means the majority of players do not have to follow economic logic. The primary trading instrument is yellow cake (U3O8)….READ MORE ABOUT U3O8
ESG can only improve valuation. A sustainability policy (ESG) provides formal access to USD 25.2 trn AUM and far more AUM informally. By not having an Environmental, Social, and Governance (ESG) policy as part of your core business by 2018, your company was excluded from USD 17.5 trn of potential investment funds. Based on our forecast in 2019 no ESG policy excludes a company from USD 21 trn and in 2020 USD 25.2 trn potential investors cash. ESG has replaced CSR (Corporate Social Responsibility) with a quantifiable set of metrics that investment/portfolio managers use as part of a screening process to measure a company’s sustainable business activities. Since its inception ESG has…READ MORE
Global capital markets have recovered much of their losses far quicker than anticipated by many, and ahead of any economic revival. On the 10th of March 2020 we began briefing corporates on the impact of Covid-19 on capital markets. In this update we extend the data to support our original analysis, which you can find in this note. Covid-19’s effect on the global stock markets was unexpected and unforeseen causing a market reaction that had not been experienced since the 2008 financial crisis. However, a cursory review of history shows us markets always overshoot and undershoot and that even liquid markets can be highly volatile. All markets exhibit a…READ MORE
Renewable energy is super-abundant and should not contribute to the carbon footprint. Synergies between renewables and energy efficiency can potentially reduce greenhouse gas emissions by 70% by 2050, which is why this combination of renewable plus efficiency is so critical. Total global energy consumption increased by 2.9% in 2018 vs. 2017 and will only increase further as the rate of population rises, which in turn amplifies concerns around sustainability and the politics of climate change. Companies will need to diversify their …READ MORE
Global capital markets will recover much of their losses far quicker than anticipated by many, and ahead of any economic revival. On the 10th of March 2020 we began briefing corporates on the impact of COVID-19 on capital markets. In this update we extend the data to support our original analysis, which you can find in this note. COVID-19’s effect on the global stock markets was unexpected and unforeseen causing a market reaction that had not been experienced since the 2008 financial crisis. However, history shows us that market volatility is just a part of market behavior. All markets exhibit a ‘boom and bust’ trend as part of their stock market lifecycle. With government intervention and the introduction of fiscal stimuli, we can already see an …READ MORE
Uranium’s (U3O8) main use is as a fuel in the production of electricity by nuclear power stations. The uranium market is complex, illiquid (thinly traded) and opaque. Directly or indirectly State-controlled producers account for up to 70% of global production and these players do not have to follow economic logic unlike the companies without State subsidy. The majority of consumption (power stations) are geographically and often politically far from the majority of production (mines). Consumption growth requires decades-long investment cycles…READ MORE
Investor relations has become an increasingly important component of the communications mix for public companies. This is now reflected in the guidelines published by the London Stock Exchange (LSE) who now direct listed companies to publish a code of practice that they will abide by in their future communications with the City, Shareholders and other…READ MORE
Public Relations is about reputation – the result of what you do, what you say and what others say about you. Public Relations is the discipline which looks after reputation, with the aim of earning understanding and support and influencing opinion and behaviour. It is the planned and sustained effort to establish and maintain goodwill and mutual understanding between…READ MORE
