Thread by @Napalm_1_

Facts=facts.There can be many reasons for US utility #uranium inventory being at 16months of consumption on average &EU utility inventories at 2y of consumption.They are too low &they can’t run reactors without it,no room to consume more inventory—>EUP & UF6 restocking now!(1/7)

&where are they going to get more #U3O8 in SHORT TERM?
By consuming more #uranium inventory while having lost backing of carrytraders,US & EU utilities have cornered themself. $DNN $UUUU $URG $UEC $BOE,you are about to have many calls from utilities for your U3O8 stockpile (2/7)

80$/lb isn’t even an #uranium price driven by speculation anymore! Due to much higher working cost prices, 80$/lb became the new 60$/lb. 80$/lb is the new price needed by higher production cost producers to make a profit now!
(3/7) #U3O8 $URNM $YCA $U.UN

Those facts will help SPUT $U.UN , Yellow Cake $YCA & ANU Energy going much higher in the coming months.

All the information we got yesterday makes me even more confident that we will see an #uranium price of 80 USD/lb this year (& much higher #U3O8 in 2023/2024) (4/7) $URNM

Until now we bought #SPUT $U.UN on TSX (only a very small fraction through US OTC listing $SRUUF).

Until now there was no NYSE listing for SPUT.

Even then Sprott Physical #Uranium Trust bought 37,324,342lb #U3O8 since July 17,2021, taking it out of the market FOR GOOD.
(5/7)

And to make it even better Global X $URA & Sprott $URNM just announced #uranium sector etfs on london stock exchange!! All of a sudden EU investors will have access to U3O8 sector funds, making money inflow in sector more easy.Access EU retail lost around 2015. $U.UN (6/7) $YCA

This is my summery of the very bullish situation in the #uranium sector in 7 tweets. Sit back & let it play out😉

This isn’t financial advice. Please do your own DD before investing.

Thank you @quakes99 & the others for all the frequent updates!
(7/7) $U.UN $SRUUF $YCA $URNM

Following my 7 tweets long overview a week ago, here an additional reason why I also have a position in physical #U3O8 through $YCA and Sprott Physical #Uranium Trust $U.UN ( $SRUUF) for my “beat the inflation in 2022/2024 without being exposed to mining risk” part. #commodities

The last commercial available #uranium stockpiles will become unavailable even before they are being sold! 😉

$YCA and #SPUT $U.UN $SRUUF represent my “beat the inflation in 2022/2024 without being exposed to mining risk” part.
$URNM $URA $HURA

Tik tok tik tok...

I updated my data around above ground commercially available #uranium stockpiles and it’s even more bullish than I thought.
Western utilities, you really have put yourself in an awkward situation!
Tik tok tik tok...
#U3O8 #SPUT $U.UN $SRUUF $YCA $URNM $URA $HURA $PDN $GLO ...