@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!
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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
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.🌞⚛️
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'⚡️🔌🌏
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
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
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⚠️ which can lead to panic buying by nuclear utilities🛒 .../4