Segra Capital Management

“It's around 50 dollars now. It's still not a balancing price. We still think there's quite a bit to go”

“And in 2013, I managed by some stroke of the universe to put a sizable position on Egyptian bonds about three days before the Arab spray.”

“The market, which will, in our opinion, remain in structural deficit for many years, regardless of capital.”

“Where famously there were probably some 450 uranium miners or so in the last cycle, we launched our fund, it was down to 30 or so, the rest had gone away.”

“We used to joke me and the team that if we were pitching an allocator and they had heard of any of our top 10 positions, long or short, that they could stop the meeting short because we weren't doing our job. It wasn't always the best open. Some people took it…”

“If our positions don't make you want to puke, we're not doing our job.”

“It's probably about a hundred, a 120. It's pretty small.”

“Three years ago, when we would talk about our funds, or frankly, just our views on energy, most investors would say to us, but isn't nuclear dangerous? The truth of the matter is, in a few short years, nuclear is dangerous does not come up much with anybody wh…”