The 97 Percent
Do you know what number 97 percent is?
I’ll give you some hints. It’s not some unbearable political promotion. It’s not a reference to obnoxious twenty year olds camped on my lawn; urinating on the bushes. It’s not even the Congressional disapproval rating (which I’m told is much higher…).
No. 97 percent is AEC’s occupancy rate at the close of the quarter.
Oh yeah, and those predictions of rental rates topping appear to be premature. Rates are still up just under 6%, year over year.
It would seem the renter nation is alive and well.
8 Responses to The 97 Percent
At the risk of sounding attention deficient, can you give me the condensed version of your CCJ thesis. I’m in (small) but antsy about adding.
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Uranium prices are super cheap now, but going higher.
People are dumb if they think Germany/Japan/others are actually dropping nuclear.
Secondary uranium sources are going away (Russia warheads).
Cameco is cornering the fucking market.
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Romney has a lock on this election. The fact that he blew 2 debates in a row, but his intrade odds keep ticking up, means his robot shell is teflon coated. And to me, romney win is THE catalyst for a tsunami of retail sideline money to get sucked back into the market. But, I plan to short the hell out of this brewing rally, around May.
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Agreed. I don’t know about the politics of it but definitely the short part.
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AEC’s revenues are up another 10% from the last quarter. However they just issued a 13-14% offering so I’m disinclined to read too much into that. I want to wait and see the in-depth numbers
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Oh look. AEC FFO up another 21%.
Check.
Asshole analysts shitting on the stock because “earnings” were down.
Check.
No one drawing the connection between declared earnings decreasing and budget items swelling.
Check.
I’m getting a fucking drink…
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thoughts on urre?
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Still don’t like it.
Look at the paperwork flying around in their filing registration with the SEC.
And their latest prospectus basically says at the top “Hey, all our principle investors from the last year are jumping ship and will be selling out their positions on the open market”.
I want no part of that. Do they even have assets that could target them for a buyout?
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