Theme pack
The whole uranium chain: the map, then every company.
The Uranium Pack · Every uranium and nuclear dossier, plus The Uranium Report
The Uranium Pack is the desk's full file on one theme. The Uranium Report maps the nuclear fuel chain layer by layer (the miners and developers, the enrichment chokepoint, the reactors and their components), and a Ticker Teardown Dossier takes each company apart from its own SEC filings: Cameco, NexGen, Uranium Energy, Energy Fuels, Denison, Centrus, Oklo, NuScale, Nano Nuclear, BWX Technologies and Lightbridge. One purchase, every document yours to keep.
The map first, then the companies
A dossier answers one question about one name. The report answers the question before it: which layer of the chain that name sits in, and what that layer depends on. Read together they show what a single dossier cannot: a miner is a price-taker on the uranium price, the enricher is a chokepoint, a reactor developer is a bet on a buildout that has not happened at scale. Same theme, different businesses, each one documented.
Built from the filings, kept current
Every dossier carries eight quarters of the company's own SEC filings in one table (fiscal years for a foreign filer), a peer comparison with numbers, the level map rebuilt from the latest close, and a link to every source. Each one is rebuilt after its quarterly print and the report gets a new edition each quarter. Every new version comes to you by email at no cost.
What the pack is, exactly
The documents listed under "What is inside", at the price of the pack instead of each one bought alone. A dossier the desk adds to this theme later joins your pack. Dossiers on other themes are not part of it: those are single dossiers, or the Teardown Library for every company on the desk.
What is inside
- The Uranium Report: the fuel chain in three layers, every name with its dated market cap and moves, the measured correlations and a numbered source list.
- A Ticker Teardown Dossier for each uranium and nuclear company the desk has covered: the teardown in writing, eight quarters of filings, peers with numbers, the level map and the sources.
- Every dossier the desk adds to this theme later, at no extra cost.
- Every update: each dossier rebuilt after its earnings report and each new edition of the report, by email.
- One delivery email with a permanent link to each document, and all of them in your library (sign in with your purchase email, a 6-digit code, no password).
Includes: The Uranium Report, BWXT, CCJ, DNN, LEU, LTBR, NNE, NXE, OKLO, SMR, UEC, UUUU
Buy it if
- You follow the nuclear and uranium theme and want every company on it documented the same way, not one name.
- You want to tell the miner, the enricher, the developer and the reactor apart before you compare them.
- You were about to take the report and more than one dossier.
Skip it if
- You want one company only. Take that dossier on its own.
- You want a buy or sell call, or a uranium price forecast. There are none here, by design and by law.
- You want every theme on the desk. That is the Teardown Library, or Pro, which includes everything in the shop.
How delivery works
Pay through Stripe, and one email arrives within seconds with a permanent link to every document in the pack, each tied to your address. Read them in the browser or print them to PDF. They are also in your library: sign in with the purchase address (a 6-digit code, no password). One-time purchase, nothing recurring.
Yours to keep, even if you cancel. Want the live tools and the Pro Telegram too? See Pro
An educational research publication, not investment advice, trade signals, a managed account, or an advisory service. Nothing in it is a recommendation to buy or sell any security. See our disclosures.