Mike Alkin (@FootnotesFirst) header
Mike Alkin (@FootnotesFirst) profile picture

Mike Alkin

@FootnotesFirst

Dad, husband, investor. Founder and Chief Investment Officer of nuclear power/uranium focused hedge fund @sachemcove. Tweets/retweets not investment advice.

 Long Island, NY
Joined November 2009
  • Tweets1.4K
  • Following318
  • Followers13.5K
23Media
Photo by Mike Alkin (@FootnotesFirst)Photo by Mike Alkin (@FootnotesFirst)Photo by Mike Alkin (@FootnotesFirst)Photo by Mike Alkin (@FootnotesFirst)Photo by Mike Alkin (@FootnotesFirst)Photo by Mike Alkin (@FootnotesFirst)Photo by Mike Alkin (@FootnotesFirst)Photo by Mike Alkin (@FootnotesFirst)Photo by Mike Alkin (@FootnotesFirst)Photo by Mike Alkin (@FootnotesFirst)
MacroVoices @ErikSTownsend and this week's guest co-host @kevinmuir welcome Mike Alkin @FootnotesFirst & Guy Keller to the show where Mike and Guy share some excellent insights on the Uranium market. bit.ly/3k5i35H
Image from MacroVoices Podcast (@MacroVoices)
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Friday Night Musings: Promises and Pitfalls of ESG Investing We share our thoughts on ESG investing and how it could impact the Nuclear and Uranium Mining industries. #nuclear #uranium #ESG #esginvesting segracapital.com/commentary/…
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Friday Night Musings:  Uranium Location Spreads, Seasonality and What We’re Watching Now segracapital.com/commentary/…
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Our latest thoughts on #uranium in the era of COVID-19 (note this was filmed prior to Monday's @cameconews update regarding Cigar Lake!) The Uranium Catalyst Nobody Expected | Real Vision realvision.com/shows/the-exp…
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“As the impact of COVID-19 continues to be felt around the world, Kazakhstan has taken strong steps to slow the spread of the virus,” said Galymzhan Pirmatov, chief executive officer of Kazatomprom.
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Another one bites the dust... #uranium Rössing Uranium Mine shutting down... rossing.com/bullet/continued…
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“As from 28 March 2020 the Rössing Uranium mine will discontinue normal mining operations and enter a period of minimal mining operations. As a safety measure critical maintenance work will continue.” rossing.com/bullet/continued…
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In case anyone questioned our read of @NAC_Kazatomprom at BMO last week - transcript just released. Some highlights below. Very bullish for #uranium kazatomprom.kz/en/media/view…
Image from Segra Capital Management (@SegraCapital)
Image from Segra Capital Management (@SegraCapital)
Image from Segra Capital Management (@SegraCapital)
Image from Segra Capital Management (@SegraCapital)
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$KAP CEO Pirmatov at BMO: 1) I do not think you will see us selling any pounds in the spot market this year - not sure where traders will be getting pounds for carry trade 2) we want our peers to make money (prices should incentivize tier 1), fantastic margins at higher prices
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MH65 - Sabre Wound to the Chest Join @PatrickCeresna and @kevinmuir as they welcome @FootnotesFirst to the show where he shares his experiences as a deep value Uranium investor. Then they talk charts using @KoyfinCharts, followed by an update from @hkuppy youtu.be/lPyB2MRehBw
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RJ Lyons: Everything you Need to Know about Shipping capitalistexploits.at/rj-lyo… via @capitalistexp
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Just read through the 2019 World Nuclear Fuel Report (released to WNA members today / public next week). Demand projections rising significantly, supply dropping without higher prices - reads very bullish. WNA Symposium next week will be interesting! #uranium @WorldNuclear
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Millennials call this assault. We called it a fielder’s choice.
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(reposting to correct error) Q4 2018 Deliveries 91,000 Auto Rev $6.323B Total Rev $7.226B $139MM GAAP Profit Q2 2019 Deliveries 95,356 Auto Rev $5.376B Total Rev $6.350B ($408MM) GAAP Loss That, my friends, adds up to Structurally Bankrupt. $TSLAQ
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Mike Alkin retweeted
John Quakes (@quakes99) profile picture
John Quakes
@quakes9918 Jul 2019
With #uranium set to jump, Boss Resources (#ASX: $BOE) is racing to get Honeymoon over the production line 🏁🏎️ ⚛️⛏️ Quotes from Mike Alkin @FootnotesFirst @SachemCove, the "oracle" of uranium. 🔮 #U3O8 #mining #Australia 🇦🇺 @Boss_Resources @EvanCranston stockhead.com.au/resources/b…

Barry FitzGerald: With uranium set to jump, Boss is racing to get Honeymoon over the production...

After an initial flurry in response to President Trump kiboshing the idea of quotas on uranium imports, things have settled down for the dozen or so ASX-listed stocks that have the nuclear fuel as...

stockhead.com.au
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Mike Alkin retweeted
TC (@TESLAcharts) profile picture
TC@TESLAcharts1 Jul 2019
I refuse to live in a world where Elon Musk is held up as somehow better than Charley Grant. I'm not here to make money (although to be clear I'd like to make money on the demise of this fraud). I'm primarily here to be a dog biting on his pant leg, and I ain't letting go. $TSLAQ
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2 of my favourite gents @hkuppy @FootnotesFirst chewing the fat Ep. 62: Global investor reveals how to take advantage of oft-missed opportunities curzioresearch.com/global-in…
Global investor reveals how to take advantage of oft-missed opportunities

Global investor reveals how to take advantage of oft-missed opportunities

Harris “Kuppy” Kupperman is a hedge fund manager and global investor… In his search for stupid-cheap stocks, no destination is too far flung.

curzioresearch.com
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Mike Alkin retweeted
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@ArtkoCapital29 May 2019
Replying to @elonmusk @Everman @AndyKiersz
You said your cars appreciate in value and lowered 3x prices and took an inventory write off. You faked a take private transaction and are now forever known as a fraud. Maybe chill out on the public victim bs. You’re getting everything you deserve.
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Check this young man out! We have adults living in their parents basement playing videos games and claim they can’t find a job. RETWEET if you think this kid is awesome. Let’s help bring him some business
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[1/2] Very pleased to see the great following we already have on $HURA in just a couple of days! I am excited about the prospects for the uranium industry after many tough years.
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