Good morning and I hope I find you well.
The 9th Floor’s estate is in tatters from the storm, with many trees down and trash littering the landscape. The weekend was warm and pleasant save for Saturday, which brought wanton destruction to many in this good state.
I bought back MAA this morning for $67.74 a share. Cash is down to 10% of account value.
I owned MAA as a legacy position from CLP being bought out last year. I sold the shares back when I was raising cash heavily towards the beginning of 2014. I always communicated a desire to buy back in and if you would like to read up on the position and reasons for owning, a quick search of my archives under MAA or CLP should get you plenty well started.
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Going to have to review your thesis on these too. Always a great read, and some real gems – loving your uranium thesis, actively stalking UEC after reading your posts and doing subsequent reserach.
Thanks
You need to be very cautious with UEC. Make sure you do your own due diligence very thoroughly.
UEC was never core thesis for me, hence why the position is so small in relative terms to everything else I own. Much more raw gambling in nature. CCJ is more emblematic of the research I’ve done in the nuclear power sector.
In terms of scale, CCJ is like 5X’s bigger than UEC in my portfolio make up, and I advise you to ponder on that if you’re going to follow.
This concludes the disclaimers and disclosures portion of our regular scheduled broadcast
It will just be a spec position, and worry not, for I come from a magical (fictional) place where men and women still take accountability for their own decisions regardless of the advice they are given.
It sounds wonderful. And not real.
You are a long way from being the first to accuse me of living in a figment of my own imagination.