Thread by @BambroughKevin

$uranium investing, commodity investing, timing is everything.

You have to told your nose and buy where there are bankruptcies mine closures and a complete lack of interest.

When mines look worthless due to low commodity prices.

When to sell? When you see enough funds entering the sector to restart mines and fund enough new mines that it appears there’s real risk of oversupply coming back.

For the most part I’d the commodity prices is heading higher stocks will continue to do so.

Stocks often will begin to look weak toppy perhaps a few months before the ultimate peak. But usually the two peaks coincide well together.

If your in early then you need not care much about the last 20-30 percent and are likely better off scaling out as your goals are met

For this uranium bull, I think we have a nice run until the U price gets to that $75-80 level and there is a surge of investment and some major restarts.

That will likely be next year sometime if I were to offer my best guess. After that it’s gonna take some more work to see if we get that additional major leg up to $150-200/lb as many of us hope will happen.

Assuming no Fukushima like problems, I think the new nuclear builds that will be proposed and planned in the next couple years are gonna blow peoples minds.

When analysts work through those numbers I think that’s when we can see some real effort made to secure stockpiles

Major utilities and many nation states will likely think it prudent to build a stock pile / secure major long term supply agreements.

For those govs and utilities investing in a roll out of 50+ year nuclear facilities I’d think securing fuel will be a prerequisite