#URANIUM

I get asked, "what is the bear case for uranium?" The main answer is demand destruction - cheap gas, low electricity demand or another reactor accident.But I want to cast
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Pt 1/4 - Today I read the @WorldNuclear report 2019 extended summary. It is excellent, thank you @brandon_munro et al. Here are some key #uranium takeaways from my (first) read.
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Two #uranium thoughts on my mind:(1) I’m no trader, but I think it’s fair to characterize a uranium equity’s value as the sum of:(a) value of asset(s) at current U
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#Uranium wisdom from Grant Isaac.1. "Real questions about the rate and timing of it (Cigar) coming back online"2. "Here is the good news. We have never had a delinked recovery"!...The
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I have a lot of dumb thoughts on laser #uranium enrichment, so before I unleash a 3,000-word essay on non-proliferation, SWU for U, and the mountain of US defense stockpiles/wastes,
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#uranium #thread Just got off the phone to a friend in the sector. Gave him my view on uranium in 2020 among other things that I wont discuss on here.
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$pdn, $uuuu. Firstly i used to be a huge bull on energy fuels and bought it at $1.6 in 2018 (spring) and sold it in 4/19 at $4. I even
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Uranium stocks Let’s Get You Up to Speed on Uranium…The average citizen also doesn’t know nuclear power’s vital role in the American economy.America gets 19.5% of its electricity from
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Why enCore Energy Corp. $EU, $ENCUF is the opportunity with the most asymmetric risk / reward I've seen?Thread#uranium 1. Sector: The intrinsic structure of the uranium sector makes it ultra-cyclical.
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looking back at charts. I remember the price of the first shares I bought of $PDN $0.08 some time around April 2004. Sold last shares in the $6-7 range. early
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Lost in the "are Japanese utilities selling inventory?" discussions that occur on here now and again is some nuance in the ways unit closures can affect #uranium supply without direct
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I've been an #uranium bull for a little while now. The U.S. uranium bull run will likely be taking its first steps in 2021 as the transition of energy production
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My Uranium bull thesis v. 2.0 thread1) When you look at #uranium equities appreciation during December 2020 it seems that the uranium bull market v. 2.0 has just started. Twitter
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If you own a basket of #uranium stocks you probably own a bunch of garbage in the hope of catching a cycle. Most of what's out there will not be
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The #uranium bull v. 2.0 has started and equities has rallied since dec 2020. But who will be the winners?Here is a comparison of two great companies located in Africa,
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A coda to my tweets this week on #uranium contracting and the carry trade:We care about how uranium has been bought and sold over the last decade - not just
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