Great write up, key players jumping on the bandwagon #uranium
Crypto crowd is has trillion+ dollars. Hello elephant, meet keyhole -> epic squeeze
The New GBTC... | AdventuresInCapitalism | Small Companies--Big Upside adventuresincapitalism.com/2021/09/02/the…
Crypto crowd is has trillion+ dollars. Hello elephant, meet keyhole -> epic squeeze
The New GBTC... | AdventuresInCapitalism | Small Companies--Big Upside adventuresincapitalism.com/2021/09/02/the…
Sput $u.un needs to get more aggressive in the spot market and will imho.
When they issue shares they are obliged do so only if they can purchase physical uranium accretively.
They have a healthy premium to work with currently but the #uranium market is very illiquid…
When they issue shares they are obliged do so only if they can purchase physical uranium accretively.
They have a healthy premium to work with currently but the #uranium market is very illiquid…
The #uranium market is not just illiquid it’s quickly becoming more so.
I expect we could see some spikes and large gap ups in the #urankum price soon and $u.un is gonna ramp up with it.
I expect we could see some spikes and large gap ups in the #urankum price soon and $u.un is gonna ramp up with it.
There’s a bunch of utilities that are going to get caught very short uranium soon and they will need to enter the spot market and try to buy millions of lbs that simply won’t be there for them.
Anchorage can really put the squeeze this market like few understand
Anchorage can really put the squeeze this market like few understand
Eight Cap just did a nice write up that makes me feel like I should sell my house and buy more uranium :)
One of the highlights for me is that they agree that China will ramp up nuclear output way faster and larger than the market is pricing in. $150+/lb seems like a layup
One of the highlights for me is that they agree that China will ramp up nuclear output way faster and larger than the market is pricing in. $150+/lb seems like a layup
The $200/lb+ squeeze potential seems more and more likely. The sector blowing up from $29b to $150b plus seems like it could happen way faster than even I think. 5x everything.
Some say this talk is uranium porn and too much hype. I say I’ve seen this movie before…
Some say this talk is uranium porn and too much hype. I say I’ve seen this movie before…
At Sprott in 2003-2007 we put less than $50mm into uranium and it more than 10x’ed to $500mm plus at the peak. This bull market set up is better than the last one.
Major deficit in the market, 20mtpa big nuclear power growth underway. Climate change much more front and Center. SPUT atm ability now with little premium (nyse still coming…my god) plus we have Bitcoin/crypto nuts with so much money looking for stuff they can squeeze
And back then there was just message boards with a relatively tiny participation.
Now chatting about investing via social media is main stream and there are many talking heads that are going to soon be directing their vast followings to this tiny #uranium sector - mind blowing
Now chatting about investing via social media is main stream and there are many talking heads that are going to soon be directing their vast followings to this tiny #uranium sector - mind blowing
The people will arrive at the #uranium investing door on mass with a strong belief in the theme and the desire to look at pretty charts and click buy buy buy on phone apps like robinhood or wealthsimple. $URNM and $U.UN are going to swell and take this market over
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