Twitter | Search | |
Search Refresh
Joey Garrand Apr 19
The U.S. must rejuvenate its domestic mining industry in order to protect the country’s electric grid from historically recurring geopolitical aggressions. My thoughts on why will favor domestic miners:
Reply Retweet Like
Marcelo Lopez, CFA Apr 17
I've just had a great conversation with Alex Molyneux (). We discused what to look for when investing in companies, inventory, SWUs, pricing, the psychological $30/lb barrier and much more. Next week, on the podcast
Reply Retweet Like
Perseid Capital Apr 18
looks to be poised for a massive recover. In the first in a series of posts covering the opportunity, I give my 30,000-foot view of the long thesis.
Reply Retweet Like
Uranium Insider 22h
From Deep Yellow: "Extreme potential for prices to substantially overshoot incentive pricing." What is their assumed incentive pricing? $65-$70/lb. That is, prices need to EXCEED this price to incentivize NEW production.
Reply Retweet Like
The Yellowcake Advocate Apr 19
Here is a graph of the current developers listed on Bloomberg table. The graph indicates 'Pounds in the Ground' for each player. Where does your company sit?
Reply Retweet Like
CRUX Investor Apr 20
can we interview you?
Reply Retweet Like
The Yellowcake Advocate Apr 18
thanks for the graph. If you don't believe in bull thesis take a look at this. A 28Mlb supply deficit for 2018, extending to 55Mlb projected 2019 deficit. That's off the chart!! Remember it only took a 21Mlb deficit in 2007 to move spot to $140.
Reply Retweet Like
David Li Apr 14
Replying to @uraniuminsider
I was at a house party last night and was promoting our upcoming bull market and no one batted an eye. People want to see instant results and gratification. Oh well their loss!
Reply Retweet Like
Uranium Insider Apr 19
Twitter quiet today, but wanted to share a thought. I think we’re at the very early stages of a commodities (energy metals) super-cycle. Most have been beaten down so far that majority of investors won’t see it coming. Us contrarians, however...🧐😉🚀💰
Reply Retweet Like
Stian Flage Apr 17
URC has increased its US exposure significantly in the last few months. They now own US royalties on Laramide's Church Rock, Azarga's Dewey-Burdock, Penisula's Lance, Energy Fuel's Roca Hona and a number of UEC's hard rock projects.
Reply Retweet Like
John Quakes Apr 16
goes all-in on home grown tech in push for dominance⚛️"As Beijing gets ready to commission 8 reactors a year in order to meet its 2030 clean energy & emissions targets, construction speed will be a crucial consideration"🏗️
Reply Retweet Like
Mike Alkin Apr 17
Section 232 - Uranium. We await your decision regarding the recently concluded Department of Commerce’s investigation into the effect on U.S national security from state-subsidized uranium imports from producers in Russia, Kazakhstan and Uzbekistan.
Reply Retweet Like
L Apr 15
As expected, no word from the DoC on what's in their report. We may see presidential tweets on this before any official news...
Reply Retweet Like
Ad Hoc Utilities Group (AHUG) 7h
(1/2) A 25 percent domestic purchase quota on would add $500-800 million in annual costs to already stressed plants threatening 100,00 direct jobs and 475,000 indirect jobs whereas the entire mining industry employs about 400 workers. In fact, a single nuclear plant...
Reply Retweet Like

Related searches

$urg · $uuuu
Michael Pierce Apr 14
Happy Section 232 day! 🎉
Reply Retweet Like
Da Bow 3h
Nexgen Energy PFS risk with regards to drill hole spacing for Indicated Mineral Resources defined by 25 m by 25 m. Preliminary results to date not reassuring
Reply Retweet Like
Uranium Insider Apr 17
I might be considered a small-time private investor & it’s easy to accuse me of excessive bullishness. But the reality is there is ‘smart’ money - millions $$ under management going long . Doesn’t make it a sure thing, but certainly worth noting.
Reply Retweet Like
Uranium Insider Apr 16
For newcomers to this space (less than a year), us bulls can seem overly-positive and...well...bullish. But to those of us here for 2+years and thousands of hours of due diligence, we know what we’re seeing. in 2019 is a contrarian’s dream come true.
Reply Retweet Like
Clarine 16m
I'm going to remember this tweet when both worldwide yellowcake prices are so high that neither can be attributed to the section 232 outcome. Uranium supply [and exploration] equilibrium is coming, prepare for it. Or don't and look foolish.
Reply Retweet Like
Schism 2h
Replying to @jatkinson33
backtest complete. Rail proved hot. Let's see if some momentum can start building.
Reply Retweet Like