Calls
3
Justin Huhn
Founder and Newsletter Editor, Uranium Insider
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 29
$4.25
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Emerging uranium producers such as NexGen Energy and Denison Mines are valued off feasibility studies that assume $50-60 uranium; repricing those projects using $120 uranium creates a very different and much more favorable valuation environment as the spot market rises.
Critical Minerals
Long
Jan 29
$13.18
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Emerging uranium producers such as NexGen Energy and Denison Mines are valued off feasibility studies that assume $50-60 uranium; repricing those projects using $120 uranium creates a very different and much more favorable valuation environment as the spot market rises.
Critical Minerals
Long
Jan 29
$59.21
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The physical uranium market is tightening: spot has moved above $91/lb from the low $80s, sellers are holding pounds, financials, banks, hedge funds and utilities are buying, and utilities are shifting from a buyer strike to long-term contracting in a seller's market. Secondary and mobile inventories are largely gone, supply cannot respond quickly, and the market is fragile enough that any supply shock could produce a large price move higher.
Commodities
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Justin Huhn has 3 trade ideas tracked on Buzzberg across 7 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
