Thread by @UraniumSir

1/? I guess it’s time we discuss the elephant in the #uranium #equity room, decouple. For those that are new, equities generally track the commodity exponentially. Historically, the recent 40-50% increase would have sent equities skyrocketing many % points higher than....

2/? the #uranium commodity itself. This has not been the case for the past couple of years, equities have decoupled and for the most part, have given almost no indication of what actually drives them up or down. It’s pure exhaustion if I’ve ever seen it. Why? My belief is.....

3/? the very things that are setting the next #uranium bull into motion have crippled equities. Mine closures such as McArthur, Cigar, and production cuts from Kaz et al are essential for the supply/demand side of the commodity, but catastrophic for explorers. The exploration....

4/? game is tough in any regard, but for a CEO to drive investment when producers aren’t even depleting low cost #uranium lbs is next to impossible. How do you tell/sell potential investors that you’re going to supply producers who no longer producer? Tough sell IMO.

5/? So I’ll go on record and say the true #uranium EQUITY catalyst will be the very thing that some investors fear, ie: the reopening of mines, and increased production. It will not happen immediately but it will be the confirmation that the sector has gone full circle and.....

6/? better times are ahead of us. At that point #uranium #equities will recouple and will actually have a valid reason for existence. I think we are closer than some think and why I continue to add at these unrealistic and irrational valuations. Just as things currently make....

7/? little mathematical sense, it can change in an instant. #uranium equities who will never produce can carry markets caps for years that are laughable. Investing is far from logical, DYODD and don’t bet the farm, timing is an investors worst enemy and best friend all in one.