@Epi Exciting. My uranium exposure is already almost as large as the mining exposure. Even more concentrated risk (or upside). But the chart of MGA does indeed look as if there is still a lot possible
@ichmussweg MGA is less about the chart - that depends on NXE. It's about the value of the investments, which is significantly higher than the stock market value. The NXE share alone is worth more than the entire holding company. Maybe someone will realize this at some point and try to take over MGA? 😁
@Epi of course I just had to do the math, your calculation no longer works out so well 😉 The investment is worth around half as much as the current market cap, even though the investment accounts for around 85% of the investment portfolio. It's probably worth taking a look at the values in the $MGA portfolio, which are much smaller but obviously have a greater influence?🤔