Discover and read the best of Twitter Threads about #section232

Most recents (3)

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

Read 7 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
.@cargroup just released a new study on the cumulative impact of U.S. trade policy changes on autos and parts on consumer prices, employment, & economic output. Potential #section232 autos & parts tariffs comprise 90% of the impact on consumer prices.… 1/4
Average new car prices in the U.S. would go up $2,750.
Imported vehicles price increases $3,700.
Even vehicles made in the U.S. would see prices increase $1,900.
Used car prices & maintenance/repair costs would also increase.
U.S. light vehicle sales could fall as much as 1.3 million units.
U.S. total employment impact could be as high as 366,900 jobs.
U.S. GDP hit of $30.4B
Read 4 tweets

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