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Thank you to @BloorStreetCap for yesterday's insightful #uranium discussion with some of the pioneers of the industry. A fantastic line up with in depth insight into all aspects of the #uranium sector.
Some of our highlights can be found the the thread below:
Some of our highlights can be found the the thread below:
1/ “The world is recognising the science of nuclear power, not the false ideology.” – #NexGen CEO
“Price of #equities is screaming buy relative to the #spot price” – @uraniuminsider
“We’re on the cusp of a really really big move here [spot price]” – @UraniumEnergy
“Price of #equities is screaming buy relative to the #spot price” – @uraniuminsider
“We’re on the cusp of a really really big move here [spot price]” – @UraniumEnergy
2/ #Sprott are seeing growing #institutional and #FO interest in the #uranium space. Very early stages of broad adoption by generalist #investors. Ciampaglia believes we are ‘just starting the second inning of this uranium cycle’.
#Uranium supply deficit + #Sprott purchases + #Nuclear renaissance + #EU Green Taxonomy + SMR's + German #Nuclear backflip + #EU energy crisis + #Global energy crisis + #ElonMusk #Nuclear support + JPN restarts + China 150 reactor build + mine closures + Belgium #Nuclear U-turn
US DOE Clean #Nuclear bill + US Bipartisan #Nuclear support + Bill Gates Terra Power + The Race to Net Zero + Low US Utility supply coverage + Low EU Utility supply coverage + Record low #Uranium exploration spending + ESG investment flows + #Uranium ETF fund flows + UK Rolls-R
SMR builds + France 14 reactor build by 2050 + China BRI #nuclearwar builds & finance + #Uranium Twitter/Reddit effect + Kazakhstan unrest + Ukraine-Russia War = Higher Spot price
Oh and Russia may put a US export ban on URANIUM in the coming days. No big deal
Did I miss any?
Oh and Russia may put a US export ban on URANIUM in the coming days. No big deal
Did I miss any?
#uranium #SPUT $CCJ $SRUUF
1.) I see that a lot of new(er) investors in uranium don't have a clear picture of who the main players in this space are... and in times of massive downside vol, it usually is better to be aware than not...
1.) I see that a lot of new(er) investors in uranium don't have a clear picture of who the main players in this space are... and in times of massive downside vol, it usually is better to be aware than not...
1/ Some brief thoughts on $SPUT / $U-U and why it trading lower on today's open is a good thing for #uranium -- Yesterday's daily update showed that #Sprott did not purchase material or issue units.
2/ This confounded some investors, given the close to 30% premium of the vehicle...
There is a simple explanation: While updating an ATM, it is common to have limitations on market activities.
There is a simple explanation: While updating an ATM, it is common to have limitations on market activities.
3/ While the new base shelf prospectus hit Friday, the company did not file an updated sales agreement and confirm the ATM until post close yesterday (see attached).
1/20: Sprott e Uranium Participation Corp (UPC). Alguns comentários sobre a importânia desse movimento. #uranio #U3O8 #UPC #Sprott $SUPT
2/20: Bem, final de abril, a Sprott anunciou que iria assumir a gestão da UPC, as ações entraram em um discreto rali, aumentando ~20% desde então ($URNM subiu 18%), mas parece que a maioria das pessoas com quem converso não entendeu bem o significado e pq fiquei tão animado.
3/20: A Sprott é uma gestora especializada em natural resources, possui mais de USD 17bi sob gestão. Foi um player importante no ciclo passado do urânio, conhece bem o mercado, e possui participação em várias junior miners do setor.
