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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Oct 20, 2024 | Rogue Funds | -3.0% | 0.0% | ACHV, AMD, ASPI, AWRE, ECOR, GLO.TO, MIS.AX, RDCM | Biotechnology, catalysts, Concentration, small caps, uranium, value | Global Atomic represents a significant uranium investment with multiple catalysts expected over 6-8 months. The company received official approval from Niger and awaits development bank financing. Despite geopolitical risks, uranium remains in deficit with prices expected to stay elevated. | View | |
| 2024 Q4 | Jan 31, 2025 | Rogue Funds | 8.6% | - | ACHV, ASPI, AWRE, ECOR, GLO.TO, HAYPP.ST, MSV.AX, RADCOM | Biotechnology, Concentration, Data centers, nuclear, small caps, volatility | ASP Isotopes is positioned to benefit from nuclear industry growth with deals with TerraPower and NECSA. The company is set to produce 10x more Silicon-28 than competitors and is the only producer in directly usable form. Global Atomic represents exposure to uranium mining despite development bank delays. | GLO.TO ACHV ABXX ECOR ASPI |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||