7 Tweets 5 reads May 17, 2022
The combined market cap of the ENTIRE #uranium sector today (~31.92B USD, May 14,2022) =
- 4.3% of market cap of Tesla $TSLA (750B USD). Knowing that Tesla has PE ratio of ~98! (BMW has PE ratio of 4.20, Mercedes PE ratio of 3.12, Ford PE ratio of 4.55…)
(1/7) #commodities
- 16.6% of market cap of Disney $DIS (192B USD). Knowing that Disney has a PE ratio of ~62.5!
- 7.4% of market cap of NVIDIA $NVDA (430B USD). Knowing that NVIDIA has a PE ratio of ~44.8!
- 5.9% of market cap of Meta Platforms (541B USD)
(2/7) #commodities #uranium
- 2.8% of market cap of Amazon (1127B USD)
- 2.1% of market cap of Alphabet (Google) (1509B USD)
- 1.4% of market cap of Saudi Arabian Oil Co (Saudi Aramco) (2212 billion USD)
- 24.2% of market cap of Petrochina (132B USD)
(3/7) #commodities #uranium #oil
- 43.1% of market cap of China Petroleum & Chemical Corp (74B USD)
- 8.3% of market cap of Exxon Mobil Corp $XOM (384B USD)
- 9.4% of market cap of Chevron Corp (340B USD)
- 14.7% of market cap of Shell (217B USD)
(4/7) #commodities #uranium #oil
- 31.6% of market cap of BP (101B USD)
- 32.9% of market cap of Petrobras (97B USD)
- 0.9% of combined market cap of 8 #oil companies mentioned above (3557B USD)!
But oil demand =price elastic. When oil price goes too high,oil consumption decreases..
(5/7) #commodities #uranium
...(remember #oil crisis) & we are already noticing the first signs of it.
#Uranium demand =price INelastic, because it only represence 5%-10% of total electricity production cost from nuclear reactor & because nuclear power = baseload power.
(6/7) #commodities
- 0.19% of market cap of all sustainable investing assets in 2020 in USA (17100B USD)!!
(7/7) #commodities #uranium #energy
$URNM $URA $HURA #SPUT $U.UN $SRUUF $YCA

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