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Kevin Bambrough

@BambroughKevin

8 Jun

@greentardscycle

@greentardscycle @mrfriebe @Big_U_Dawg Yes absolutely. Recall upc selling last year and buying back stock when it traded at a large discount. Once the financially based capital flow hits a peak it will come off rather substantially with gme amc like vol. could easily run to $200 drop to $125 and $150 range

@greentardscycle

@greentardscycle @mrfriebe @Big_U_Dawg I think that the price will ultimately settle in the $100-150 range for the next decade or more. Could have spike very very high though

@greentardscycle

@greentardscycle @mrfriebe @Big_U_Dawg It wouldn’t surprise me if we end up with a crazy spike to $300-350 or more. If we did spike to $500/lb I would expect regulators to step in like they did against the hunt brothers on silver

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Kevin Bambrough

@BambroughKevin

4 Jun

One of the biggest ‘scams’ many governments have pulled on their hard working citizens is they way they agreed to report and manipulate the inflation statistics.

The rich and powerful can easily invest and benefit from inflation of all types and have prospered greatly under this ‘system’. Meanwhile the middle class and below have suffered greatly.

In the 70’s many removed house prices from their inflation numbers and put in place rents instead. Low inflation numbers encourage low interest rates and drove up housing prices to insane levels making massive profits for those already in but created risk and heart break

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Kevin Bambrough

@BambroughKevin

16 May

When asked to explain what my method is for investment winning over the years I have often equated picking stocks to predicting songs rising on the hit list.

You might hear a song for the first time and think, that’s catchy.. I think it will grow on me. It’s the same thing with stocks and their stories. ‘That’s very interesting. Sounds like amazing potential I want to learn more’. Then you think about the boxes it checks

I think about people of all ages/generations and try to imagine what they will think. Like when I first heard ‘old town road’. It checked so many boxes to cover all ages and worked for the hip hop crowd to the country lovers. Mass appeal

Read 21 tweets

Kevin Bambrough

@BambroughKevin

4 May

Today’s #uranium thoughts.

Upc upsides their deal to $70mm and it resulted in a plus $1/lb #uranium price jump as predicted. Will end up being close to $2 from the day before to the day after when it’s done.

I’ve read some commentary from brokerages and investors now reluctantly entering the #uranium space now for the first time this cycle.

I say reluctantly because the commentary is not overly bullish yet, which is great for us long term investors.

So many have missed the boat

For many years #uranium followers have heard the bear case that resulted from the Japanese and others curtailing nuclear plants and reducing demand. But that’s now being more than offset with modern new builds that consume greater amounts per facility

Read 23 tweets

Kevin Bambrough

@BambroughKevin

30 Apr

Another thing to consider about the #uranium gobbling that’s about to happen when Uranium Participation Corp dual lists (TSX and adding NYSE) is that not only is the US market 13 times bigger than the Canadian market but the US Market is double what it was last cycle ($30t now)

So last cycle upc grew with its launch and its post ipo stock issuance to consume over ~25mm lbs equivalent of #uranium

Fuel buyers, miners, those in the market buying today like CCO need to ask themselves how much will it consume now?

Once listed on the NYSE it will be accessible to a market more than 25 times larger than last cycle and now with Robinhood traders that irrationally enjoy squeezing single stocks like $gme to $20b plus.

Read 22 tweets

Kevin Bambrough

@BambroughKevin

29 Apr

Seeing as I believe the #uranium price is gonna rip shortly. I want some torque. Along with having some micro cap like $vui.v I decided to buy some $mga.to I hadn’t looked at it much at all this cycle but was put onto it by my old buddy Matt!

$mga is an interesting little #uranium play / company as they own close to ~$90mln with of $NXE but thier market cap is only ~$70mln they have some other small investments but several interesting deposits that in all honesty I haven’t done much work on yet.

But both its cap and share price are small and it’s just nuts to see a uranium junior trading below the value of their investment in another quality senior uranium company that I also own and like.

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