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Uranium Insider
Uranium & junior mining investing. Tweets are NOT financial advice. Musings more than 240 characters sent in a free weekly email......⬇️
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Uranium Insider retweeted
The Gravedigger 3h
Those who don't understand the thesis timeline let me help you. Real bull market moves were never going to start in 2019. Could start in last H2020. Likely to start in 2021. Definitely will start in 2022. Black swan/political events can occur prior. Invest accordingly
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Uranium Insider 13h
Hi William. My friend, did a very well-done analysis of them here. I tend to agree with him.
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Uranium Insider 13h
Agreed 🍻
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Uranium Insider 13h
Replying to @quakes99
Honestly, the capitulation talk tonight has me grinning because we and a handful of others know what’s going on under the surface. I bought more today. I’ve bought on weakness for two years and my PF is just fine. At any moment this thing turns. I’m ready, but ok with waiting
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Uranium Insider 14h
Agreed. This is why I am a continuing buyer here. Can equities go lower without catalysts? Yep. Can they jump huge in a day? Yep. Impossible to time it perfectly so I prefer to be early
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Uranium Insider 14h
Replying to @quakes99
I should clarify: he’s right that without spot moving or another catalyst it’s likely we head lower. But as far as no reason to buy, I can’t agree there. The reasons are abundant and there for those willing to look. Added to my top positions today, in-fact :) 🍻
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Uranium Insider retweeted
Gary Markoski 14h
Replying to @uraniuminsider
I got back to Mike Alkin's comment that there is no better opportunity out there than uranium. I can't beat the algo's on a short term trade but I sure can get in early and wait as long as it takes for the rip higher.
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Uranium Insider 15h
Replying to @uraniuminsider
BTW, I’m not calling for this to happen, but it IS possible. The spot market is thin, thin. Won’t take much to move things and potentially quickly. I’m fine with slow accumulation. Some folks aren’t. All good
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Uranium Insider 15h
He’s right. Without spot moving, NFWG ruling, or JCPOA news impacting , we head lower. The question is: do you have deep enough knowledge in what’s going on behind the curtain to be a buyer during pure capitulation? If not, wait for the trend change. Nothing wrong w/ that
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Uranium Insider 15h
10mil lbs physical sold on spot to end users in 2019. 80% of spot volume is churn...traders scalping for small profits.
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Uranium Insider 16h
You win
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Uranium Insider retweeted
Scilliams 17h
Tech to Energy ratio...
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Uranium Insider retweeted
Twain's Mustache 20h
I think you are correct to focus on China, as their reactor build plans have a massive impact on supply/demand ...but if they are planning to hold 7 years worth of supply (Alkin estimate) + hit 120 gw in 2030 there is no way they are selling any of their 'stockpile'
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Uranium Insider 19h
Ofc future production is mobile. And I agree...no doubt some supply will come out of the woodwork when higher prices arrive
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Uranium Insider 23h
I see China as a supply destruction story more than anything. And plenty of inventory out there. How much is mobile? I suppose the demand story influences inventory mobility
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Uranium Insider Jan 22
Thx 808s. This is the Russian doll of commodities. China has a lot of U. Their demand story is important. If they carry out their plans of 5 reactors/yr for this decade, I doubt any Chinese U hits the market. If they hit the brakes, KAP has more lbs to sell.
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Uranium Insider retweeted
Stian Flage Jan 22
1/ Some of my notes on the "Behind Closed Doors In the Whitehouse" panel at ... Stephen Moore: I do feel confident that Pres Trump will issue some kind of executive order to re-start American production... I think the deal with come through the Dep of Defence.
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Uranium Insider Jan 22
Replying to @Cure4LowPrices
😂👏🏻🍻
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Uranium Insider Jan 22
Sharp 😎
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Uranium Insider Jan 22
Replying to @Cure4LowPrices
Also, I can’t DM you 😜. Busy day today but look forward to collaborating to get to the bottom of things!
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