@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.
@o_enzocrypto Some of my biggest returns ever have been on new #uranium discoveries in #AthabascaBasin so I have recently taken a position in ISOEnergy $ISO expecting continued growth in their new Hurricane #U3O8 deposit. $FCU & $NXE provided >1300% gains on my early/pre-discovery investments.
@o_enzocrypto For exposure to other #uranium explorers/developers in #Canada I hold shares in $UEX, Canalaska $CVV, Fission 3.0 $FUU, Purepoint $PTU, Skyharbour $SYH. My "outside the box" #U3O8 R&D exploration technology pick is Uravan $UVN.
@o_enzocrypto 5/ For #Uranium sector exposure outside #Canada & #USA, I own shares of GoviEx $GXU as I believe it will be a major acquisition target for its #African #U3O8 deposits. I don't invest in #Australia's #ASX plays at this time, as I have so many excellent choices on TSX. Spoiled.😉
@o_enzocrypto 6/ Finally, as a show of support for Horizons ETFs I took a position in their new Global #Uranium Index ETF $HURA, which is the only Pure-Play ETF trading in North America at present time. I wish them great success and wanted to be part of that emerging story. That's it. Cheers!

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with John Quakes

John Quakes Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @quakes99

Jan 15
1) With many #Uranium Explorers now actively drilling in #Canada's #AthabascaBasin⛏️ perhaps it's time⏳ for a thread on how to interpret drill data🗒️ coming soon in news releases.📰 Misunderstanding data can lead to missed opportunities💰 or unexpected losses.😟 Be ready!👨‍🏫.../2
2) #Uranium explorers drill rock core samples looking for signs of #U3O8 bearing ore.🧐 Rarely do they hit high-grade on first few attempts.😟 Geologists first look for visual signs in the core samples. Here's description from pre-discovery 2013 drilling at $NXE's Arrow👇 .../3
3) Visual inspection of core samples is just 1 of many steps taken to see if #uranium is found. Presence of radioactivity is best indicator☢️ so all cores are scanned with an instrument called a Hand-held Scintillometer to produce "Scint" CPS tables for each core interval.🗒️.../4
Read 11 tweets
Jan 1
Happy #Nuclear New Year!⚛️🥳 60-page #EU Taxonomy plan that includes Nuclear as qualifying for low-cost #CleanEnergy project financing 💰🌞 is available for download at this link:
👉 app.box.com/s/f7rgsninwhkf…

Fabulous news for #Uranium sector investors.🤠🐂
Main points 🧵 .../2
2) Covers construction and safe operation of new #Nuclear power plants for basically any function that helps to reduce CO2 emissions - generating electricity, industrial heat, district heating, producing hydrogen - as long as construction permit is issued by 2045 🌞🏗️⚛️ .../3
3) Existing EU #Nuclear fleet is also covered in the providing of low-cost financing for upgrades and modifications that will extend reactor operating life to maintain their contribution to climate mitigation, if authorized by 2040.🌞⚛️

.../4
Read 6 tweets
Dec 5, 2021
U may feel sucker-punched🥊 or prayers answered😇 or got stopped out🤨 by broad market downturn that hammered #Uranium #mining #stocks🔨 but we still have a #U3O8 supply deficit⏬⛏️ vs surging #CarbonFree #Nuclear demand⚛️⏫ with fundamentals stronger than they've ever been!🏋️‍♂️👇
Regardless of where share prices of #Uranium #stocks may be🤿 there's still a growing fleet of #Nuclear reactors demanding far more #U3O8 fuel than is being mined🔀⛏️ with #China #India #UK #France #Canada & other nations planning to build many more.🏗️⚛️⏫
In just the past few months we've seen a major shift towards embracing #CarbonFree #Nuclear #energy🤗⚛️ as once again key to achieving global #NetZero emissions goals🌞 reducing air pollution🏭☠️ & decarbonizing industry in electrifying 'everything'⚡️🔌🌏
Read 6 tweets
Nov 28, 2021
1/13) #Uranium #mining #stocks are blessed with increasingly bullish fundamentals🤠🐂 as surging demand for #CarbonFree #Nuclear #energy for #NetZero🌞⚛️🏗️⬆️ collides with a sustained #U3O8 supply deficit.💥⛏️⬇️ Here's a thread 4U that explores the Uranium #investing thesis💰🧵👇
2) #Uranium #mining #stocks are famous⭐️ for delivering investors extraordinary life-altering returns😎🍹🏝️ when they enter a boom cycle⤴️ after a long painful bear market for #Nuclear fuel😩 when supply/demand fundamentals shift🌊 as they have now in a strong bull market🤠🐂../3
3) #Uranium is a cyclical commodity🔃 that goes through boom & bust cycles based on supply vs demand imbalances⚖️ magnified to extremes🌜 by supply security fears😟 as there is no substitute fuel for #nuclear reactors⚠️ so fear can lead to panic buying by nuclear utilities🛒.../4
Read 13 tweets
Oct 30, 2021
1) Cantor Fitzgerald reaffirms their Buy Rating with US$32/C$40 Price Target🎯 for Cameco $CCJ $CCO as #Uranium Sentiment Continues to Improve 🤠🐂 with term U prices heading higher⬆️ & offers up their key takeaways🥡 from Q3 Results Conference Call👨‍💻 #Nuclear #mining #ESG🏄‍♂️ ...2
2) "macro setup for #Uranium, and by extension Cameco, is exceptional"😃 as "some urgency" towards long-term contracting returns😟as #SPUT in thin Spot market is killing carry trade⚰️ & Q3 Long-Term #U3O8 price is Up $10 +28%⬆️ but still "early innings" in contracting cycle⚾️...3
3) Cantor provides their view on @Sprott Physical #Uranium Trust as its Spot #U3O8 purchases are "permanently sequestered."🔒 Cameco is not interested in launching its own U fund as Kazatomprom is doing with ANU Energy & world's largest U mine restart is a mid-decade event😲.../4
Read 4 tweets
Oct 3, 2021
1/13 #Uranium #mining #stocks are blessed😇 with incredibly bullish fundamentals🤠🐂 as surging demand for #CarbonFree #Nuclear #energy⚛️🏗️⬆️ for #NetZero🌞 collides💥 with a sustained #U3O8 supply deficit.⛏️⬇️ Here's a thread 4U that explores the Uranium #investing thesis 💰🧵👇 Image
2) #Uranium #mining #stocks are famous⭐️ for delivering investors extraordinary life-altering returns😎🍹🏝️ when they enter a boom cycle⤴️ after a long painful bear market for #Nuclear fuel😩 when supply/demand fundamentals shift🌊 as they have now in a strong bull market🤠🐂../3 ImageImageImageImage
3) #Uranium is a cyclical commodity🔃 that goes through boom & bust cycles based on supply vs demand imbalances⚖️ magnified to extremes🌜 by supply security fears😟 as there is no substitute fuel for #nuclear reactors⚠️ which can lead to panic buying by nuclear utilities🛒 .../4 Image
Read 13 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(