Discover and read the best of Twitter Threads about #Uranium

Most recents (24)

Has been sometime since we discussed #uranium, specifically $CCJ $CCO.

Some might have seen a @cameconews seasonality chart based on the last 20-years of trading. Like the one included here.

Looking at this chart, one thing stands out: buy $CCJ just ahead of the Q4 rally $URA
At face value, following the seasonality fits well with the narrative of #section232 and $CCJ buying from the spot market.

The thing about averages, however, is that they reveal less than what they cover.

$URA #uranium
Take for instance, the correlation of $CCJ YTD price performance to the 20-year average YTD price performance. The two time series are negatively correlated... And not just a little

#uranium
Read 7 tweets
1/ Some good insights from Scott Melbye at the $UEC presentation at the Sprott Natural Resource Symposium today. For those who don't know him, he has 35 yrs background in #uranium having worked for Uranium 1 and Cameco, as well as advising the Kazatomprom CEO. #SNRS19 #sprott2019
2/ He has just returned from a @NEI conference in Washington and meetings in White House with 9 of the 13 agencies involved in the US Nuclear Fuel Working Group. The following is his views, not mine...
3/ "Many of the [US] utilities said they intend to come back to market before year-end... Having said that, I'm amazed of the complacency of the US utilities".
Read 7 tweets
1) On 25 July, Tribeca's Commodity Trading Specialist Guy Keller gave an excellent presentation outlining their #bullish #Investment case for #Uranium, expecting to increase their exposure to #U3O8 sector over rest of 2019 as #nuclear demand grows... asx.com.au/asxpdf/2019072…
2) Summary: drivers for higher #uranium prices include growing #demand for #nuclear #energy, #China reactor builds, recent #U3O8 supply cuts & long lead times to recover, mines unprofitable without 50% U price rise, inventories down as contracts roll off, 232 uncertainty gone...
3) #Uranium will play an increasingly important role in global supply of clean, stable, #nuclear base-load power generation given today's focus on environmental improvement amid rising global demand for #CarbonFree low emissions #electricity...
Read 17 tweets
Cameco $CCO $CCJ Conference Call is now over. Here are a few tidbits:
Purchases have increased to 21-23M lbs #uranium for 2019 calendar year. 12.7M lbs committed purchases so far. Will also begin purchasing for 2020 needs later this year. 70% of buying will be in Spot market...
Increase of 2M lbs in contracts was due to clients wishing to add some lbs to existing deliveries. Off-market discussions increasing with utilities on term contracting. Definite rise in #nuclear utility interest since 232 removed border trade issue...
Cameco says still lot of undisciplined producers/sellers in both Spot and Term markets keeping prices from recovering, but volumes of material dropping. Also took a shot at developers who are promising to bring on supply even tho unrealistic at current prices, not helping...
Read 11 tweets
12. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon🤨👇🏼
1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world? 🤨👇🏼
threadreaderapp.com/thread/1116293…
Read 128 tweets
Oooon what is in the mail for us today, #TeamW ?
Ooooooohh ..... won’t find the PDF for this online! 2005 version of “ #Uranium Road - Questioning South Africa’s Nuclear Direction” by David Fig
#Aparthied and forced labor camps in Nazi Germany are both tied to the nuclear industry. This is some dark stuff.
Read 3 tweets
@o_enzocrypto Great question Oenzo. I guess it's about time I laid out my overall #uranium #investment strategy. This thread will walk you thru my own personal strategy based on my own higher risk tolerance/experience. Note that I trade almost exclusively on Canada's TSX/TSX-V. Here goes...
@o_enzocrypto 1/ Always build a portfolio with core positions of strength. For me that's highest grade, highest quality undeveloped #U3O8 deposits in #Canada's #AthabascaBasin. Fission #Uranium $FCU, Denison Mines $DML, NexGen $NXE are top pick deposits with highest takeout potential.💰🛒
@o_enzocrypto 2/ For Top Pick US Exposure to any #Section232 #Uranium trade action I own Energy Fuels $EFR and UR-Energy $URE as my largest US holdings. For additional leverage to US #Section232 I own near-term developers Anfield $AEC, Azarga $AZZ and Western $WUC with huge upside potential.
Read 7 tweets
#Thread sur l’#uranium français, objet de nombreux fantasmes « franco-africains ».
Le combustible nucléaire est élaboré à partir de l’uranium naturel. Avec 8500 tonnes par an, la France est le 2ème consommateur mondial. Et Orano (ex-Areva) est l’un des 1ers producteurs.
Contrairement à une idée reçue, l’uranium est une ressource abondante et bien répartie sur les 5 continents. Ce qui limite les risques géopolitiques liés à l'approvisionnement pour les gros utilisateurs comme la France.
Les réserves actuelles prouvées suffiraient à fournir toutes les centrales nucléaires en activité et en construction, pendant plus de 200 ans. Et la moitié de ces réserves est facilement exploitable, avec un faible coût de revient.
Read 15 tweets
[1] Classic @GeorgWebb #TeamW - #MarcRich and #uranium

Day 77 - January 5th, 1977, Braverman As Kissinger's Man at CF

Jan 8, 2017
[2] Classic @GeorgWebb #TeamW - #MarcRich and #uranium

HRC Ratlines : January 18th, 2017 Uranium One's Heart of Darkness, Congo Beginnings

Jan 21, 2017
[3] Classic @GeorgWebb #TeamW - #MarcRich and #uranium

January 7th, 2016 Dyncorp's Last Challenge in Congress

Jan 10, 2017
Read 6 tweets
[4/30/19] Some 20 million barrels of Iranian oil sitting on China’s shores in the northeast port of Dalian for the past six months now appears stranded as the United States hardens its stance on importing crude from Tehran. reuters.com/article/us-chi…
European powers vowed Saturday to uphold the Iran nuclear accord in response to Washington cancelling waivers that had allowed a small group of countries to continue buying Iranian oil despite the reimposition of U.S. sanctions. politico.eu/article/europe…
Europe Vows To Continue Buying Iranian Oil As US Revokes Export Waivers.

Statement on the JCPoA by the High Representative of the European Union and the Foreign Ministers of France, Germany and the United Kingdom

eeas.europa.eu/headquarters/h…
Read 32 tweets
Why would a Pres of the US assign #RENEGADE as his USSS codename?
Define Renegade
1. a person who deserts & betrays an org, country, or set of principles.
synonyms: traitor, defector, deserter, turncoat, betrayer;
adj: renegade
1. having treacherously changed allegiance.
Q
Oath of Office
"..shall be bound by Oath or Affirmation, to support this Constitution; but no religious Test shall ever be required as a Qualification to any Office or public Trust under the US” — US Constitution, Article VI, clause 3

history.house.gov/Institution/Or…
What if the steel used for military-grade projects was made-inferior by our enemies as a method to weaken?
What if Obama knew & authorized?
#Renegade

While a flood of cheap Chinese steel has been blamed for putting producers out of business..

reuters.com/article/us-chi…
Read 15 tweets
2. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?
🤨👇🏼
threadreaderapp.com/thread/1116293…
By @RandPaul
April 11
You do not have the permission of Congress to go to war in Iran. If you want a war in Iran, you have to come to us. It's the way the Constitution was written, and it needs to be very clear. reason.com/blog/2019/04/1…
Read 78 tweets
#Mallinckrodt - Chemicals for uranium enrichment, and opioids (Oxycodone) all in one tax-protected company headquartered in Ireland

Wealthy family all over Baltimore (not sure if connected to Gibson Island)

Responsible for Cold Water Creek Maryland -> Thousands of cancer deaths
Before they made generic opioids, they were approached by #AlbertEinstein to use their XRay knowledge to enrich #uranium in St Louis starting in the 1930s
#TeamW
[2] I was WRONG!

"In 1867, the Mallinckrodt brothers, Gustav, Otto and Edward, founded G. Mallinckrodt & Co. in St. Louis, Missouri. The Mallinckrodt family had immigrated from Germany, and Otto and Edward both returned to Germany (leader in Chem at the time) for adv. training."
Read 7 tweets
Top Reasons I Own Global Atomic $GLO $SYIFF $G12
You won't believe #13!

1. CEO Stephen Roman has #uranium experience: director for Denison and previously sold a gold mining company for $1.5B
2. Highest grade deposit outside of Athabasca: > 100M (@1200ppm)/170M (@200ppm) lbs I&I
3. Project is in #uranium friendly Niger which means mine has chance to move to production within next few years (targeting 2021)
4. Deposit has potential for open pit mine
5. Deposit open at depth and along strike so upside to extend and upgrade mineral resources
6. Low initial capital requirement of US$35M to start mining; no mill required because planning to use nearby Orano mill (w/ signed MOU)
7. #uranium bull market is in the early stages
Read 7 tweets
Obama admin signed a controversial nuclear deal with Moscow despite prior FBI findings that Russian officials were bribing their way into the US atomic energy industry, according to government docs #UraniumOne yahoo.com/news/fbi-kept-…
[Jan 2018] Former Pres of Transportation Co Indicted on 11 Cts Related to Foreign Bribery, Fraud & Money Laundering Scheme.

"Paid Bribes to a Russian Official So His Co Could Win Highly Sensitive Nuclear Fuel Transportation Contracts";
justice.gov/opa/pr/former-….co/Ea1EMHxRyS
Mikerin, 59, was an executive with a Maryland-based subsidiary of #Tenex, a #Rosatom-owned firm that supplies & exports #uranium & enrichment services to nuclear power companies worldwide #Urarferl.org/a/u-s-deports-…dXiBgaL4
Read 5 tweets
Attracted by infamous #ViolentUpside of past #Uranium Bull Markets? 🚀🌜 #Investment choices are limited in this tiny niche sector with only ~60 companies left standing of over 500 #U3O8 related #stocks a decade ago. In this thread I will try to lay out some #investor options..🗂️
For lowest risk #investment in #uranium best option is a traded Fund that holds Physical #U3O8. ⚛️ In North America that's Uranium Participation (#TSX: $U OTC: $URPTF) & in #UK that's Yellow Cake PLC (#AIM: $YCA). A 3rd choice, Uranium Trading Corp $UTC, is set to IPO in US. ✍🏼
If you prefer to #invest in baskets of #uranium #stocks through ETF's for 1-trade in & out #U3O8 sector exposure, only 2 real choices. In North America, Global X Uranium ETF $URA on #NYSE, Indexed by Market Cap📊 In UK, Geiger Counter Ltd Fund on LSE: $GCL cherry-picked by PM's🍒
Read 19 tweets
What could be worse than giving 20% of our uranium to Russia? How abt giving a 35yr lease to 1 of US' largest container ports to a Middle Eastern company w ties to Iran, N Korea, Russia & the evil genius behind Saddam Hussein’s nuclear weapons progconservativehq.com/article/26804-…AO0b
The family of Iraqi nuclear physicist Dr. Jafar Dhia Jafar, considered to be “the father of Iraq’s nuclear weapons program,” has been awarded a 35-year lease for cargo container operations at Port Canaveral, Florida. centerforsecuritypolicy.org/2017/01/03/wha…
in 2009 & 2010, SoS Clinton & the entire Obama nat'l security team intentionally & knowingly withheld time-sensitive nat'l security info abt Russian key nuclear-arms corp while #UraniumOne & New Start treaty were being evaluated by US Senate &aisraelnationalnews.com/Articles/Artic…ps://t.co/IVtYkz9iFi
Read 31 tweets
Pénultième #thread sur le cycle du combustible #nucléaire.
Cette fois, on va enfin expliquer pourquoi on appelle ça "cycle" alors que c'est pas circulaire quoiqueunpeumaispastoutàfait.

Bref : on va parler de #recyclage !
Le précédent est ici :



On parlait transport et surtout, retraitement du combustible usé.

Et aujourd'hui, on va ouvrir en re-faisant un bilan matière.
Au départ est l'uranium naturel, que la France importe à hauteur d'environ 8000 tML.
Conversion, centrifugation, on en tire 1075 tML de combustible et le reste c'est de l'uranium appauvri qu'on entrepose.
Read 52 tweets
"Underfeeding"? 🍼 What the heck is that?
And as a #uranium #investor, why should I care? 🤔

Follow this thread to find out what underfeeding is on #uranium supply side vs #nuclear energy demand, using "coffee beans" in place of #U3O8 Yellowcake. I hope I get this right. 🤞🏼😉
2/ Let's use "freeze-dried instant coffee" in place of "enriched #nuclear fuel" (EUP), where utilities are "coffee buyers", #uranium miners are growers, converters are roasters & grinders, & enrichers are factories where ground coffee is turned into packaged instant coffee.☕️
3/ Coffee grower (#U3O8 miner) harvests, dries and bags coffee beans (Yellowcake) to be stored in warehouse until a coffee buyer either buys a few bags "on the Spot" or negotiates a long term contract for so many bags per year. Coffee buyer sends bags to be roasted & ground.🛍️
Read 16 tweets
Did someone say to call Mueller to Congress for questioning about Russian Collusion @POTUS #UraniumFlight2Russia 2009
Would be a good idea...
@POTUS @POTUS @NewRightNetwork Our FBI Director that flew Uranium to Russia (Just Prior to U1) in 2009, is the same FBI Director investigating you 4 Russian Collusion?

I have my Popcorn popping Sir @realDonaldTrump ~ Hillarious @WhiteHouse @JudicialWatch
Does it even make sence that Robert Mueller with the FBI investigating @Potus for Russian Collusion, is the same Robert Mueller that flew #Uranium to Russia in 2009 to be tested? Was Director of FBI then...

Hummm... Seems a little Mucked up ☝IMO

Who does the FBI protect @Potus
Read 4 tweets
The investment firm that Joe Biden's son, #HunterBiden , had been co-owner/director of ( #Rosemont , which eventually became "Bohai Harvest RST") when they took ownership of 2 mining companies that included largest mining project in DRC ( #Congo)

orrick.com/News/2017/03/T…
2015 : "Bohai Harvest RST (Shanghai) Equiry Investment Fund Management Co., Ltd allied with AVIC Automobile Industry Co., Ltd to acquire 100% stock shares of Henniges Automotive in USA"

Incredible work here ...

voat.co/v/GreatAwakeni…
"In short, the Chinese government was literally funding a business that it co-owned along with the sons of two of America’s most powerful decision makers. "

#HunterBiden #SEC ... and the search for the connection to #MelissaHodgman
Read 5 tweets
Thread on ...

🚨🔥Does Standard Hotel link to #ratlines #UraniumOne #U1 & other resources???🔥🚨

Uranium from Shinkolobwe mines in DRC Congo(former Zaire) moves thru port in Mombasa Kenya

#MAGA #KAG @POTUS #QAnon #TheRainMakers #PedoGate #opioids #ObamaGate #CBTS
Kenyan police arrested 12 in ‘02 Mombasa bombing of Israeli hotel

6 Pakistani
4 Somalis
1 Spain (Jose Tena)
1 US (Alicia K)

Bomb followed by attempted missile attack of Israeli charter #Israel #MAGA @POTUS #WWG1WWA #TheRainMakers #QAnon #PedoGate

rte.ie/news/2002/1129…
Two in ‘02 Mombasa Kenya bombing were daughter & son-in-law of USA*ID employee w ties to Africa incl Zaire (DRC Congo), Kenya, Egypt, etc

🚨Jose Tena & Alicia Kalhammer - husband & wife🙄

Kenyan police arrested them but the pair were released w help from diplomatic ties
Read 26 tweets
hearing—"#China's Worldwide #Military Expansion" is a dramatic bellwether of growing concerns in Washington & beyond.

Now online—hard-hitting arguments + many data points, some deeply-analyzed yet hard to find elsewhere in public domain:
bit.ly/HouseIC
CAPT Jim Fanell, USN Ret, former @USPacificFleet N2:

"today, the PLA Navy consists of over 330 surface ships & 66 submarines, nearly 400 combatants. As of 4 May 2018, the @USNavy consists of 283 battle force ships: 211 surface ships and 72 submarines."
bit.ly/HouseIC
"By 2030, it is estimated [by Fanell & @SCheneyPeters in their chapter in @NavalWarCollege @ChinaMaritime Studies Institute's Chinese Naval Shipbuilding volume amazon.com/Chinese-Naval-… @USNIBooks that] the PLANavy will consist of some 550 ships: 450 surface ships & 99 submarines."
Read 71 tweets

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