Discover and read the best of Twitter Threads about #urankum

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Great thread…

I cut one of the charts to demonstrate what I saw in early 2003 that blew me away. I was positive that buy and waiting would well rewarded then. 10x in 10 years for sure I told anyone that would listen. (Along with Eric Sprott)
Declared it the best commodity story I had ever seen. I swear on my life it’s not only a better set up today. Risk to reward is off the charts.

Inventories are nearly completely out, add up the restarts and new mines as we have a massive hole a few years out.
Factor in that many mines will be delayed while many reactors will continue to get life extensions, quickly be restarted and new ones will be added. It’s explosive.
Read 15 tweets
Great write up, key players jumping on the bandwagon #uranium

Crypto crowd is has trillion+ dollars. Hello elephant, meet keyhole -> epic squeeze

The New GBTC... | AdventuresInCapitalism | Small Companies--Big Upside adventuresincapitalism.com/2021/09/02/the…
Sput $u.un needs to get more aggressive in the spot market and will imho.

When they issue shares they are obliged do so only if they can purchase physical uranium accretively.

They have a healthy premium to work with currently but the #uranium market is very illiquid…
The #uranium market is not just illiquid it’s quickly becoming more so.

I expect we could see some spikes and large gap ups in the #urankum price soon and $u.un is gonna ramp up with it.
Read 10 tweets

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