Ann: Becoming a substantial holder, page-2

Welcome Kiwi David O'Neil! From their website, it looks like he's a keen uranium small cap hunter.

• Director, CIO
  
  Asean Investment Advisors Ltd
  2006 – Present (12 years)ASEAN Region & Hong Kong
  Specialist in ASEAN Equity markets, particularly focused on small cap value - locating the under-owned under-researched under-crowded listed investment opportunities in ASEAN Markets. Job Roles: Stock Research; Stock Selection; Portfolio Construction; Portfolio Optimization; Country Asset Allocation.
  
  Emerging Theme: Uranium Bull Market (2018-2021)
  
  Reviewing the returns from the last 3 cycles (Mid 50s; Early 70s and 2004-2007):
  Large caps returned 5-10x
  Emerging Producers 15-25x
  Small Explorers to Producers 25-50x
  Best performing stock last cycle (PDN) 869x
  
  The lowest priced pre-production players can (May 2018) be purchased on valuations of less than 20c per pound, as the Uranium price exceeds US$100/lb (as was achieved in the previous cycles), valuations are likely to exceed US$8 per pound; implied returns based on 50% dilution range from 15-25x in our current stocklist over the next 60 months, portfolio returns can therefore average 5-10x.
  
  Our Estimated Uranium Price recovery range is as follows:
  4Q 2018 $30-40
  4Q 2019 $45-60
  4Q 2020 $65-90
  4Q 2021 $70-120
• David O'Neil’s Activity​
  
  
  
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  • David O'Neil shared
    
    
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    [COLOR=rgba(0, 0, 0, 0.85)]#uranium spot price is breaking out - this is confirmation...
  • David O'Neil shared
    
    
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    [COLOR=rgba(0, 0, 0, 0.85)]Our core #Uranium Micro Caps are up 50-100% on the $3 spot...[/COLOR]
    [COLOR=rgba(0, 0, 0, 0.55)]The end of the bear market... We believe the uranium market currently presents one of the best...[/COLOR]
  • David O'Neil shared
    
    
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    [COLOR=rgba(0, 0, 0, 0.85)]This action by Cameco creates the setting for the next bull...[/COLOR]
  • David O'Neil shared
    
    
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    [COLOR=rgba(0, 0, 0, 0.85)]#uranium demand is accelerating - with over 20 countries...[/COLOR]
    [COLOR=rgba(0, 0, 0, 0.55)]India News: The Minister of State in the Prime Minister's Office said that together 21 nuclear...[/COLOR]
  • David O'Neil shared
    
    
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    [COLOR=rgba(0, 0, 0, 0.85)]20m Cap #uranium African project developer listing off a...[/COLOR]
    [COLOR=rgba(0, 0, 0, 0.55)]Australian based uranium and battery elements exploration and development company Aura Energy are...[/COLOR]
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