Thread by @BambroughKevin

@casperj33081634 Atm ability of $u.un will absolutely make the ultimate peak of the #uranium price much higher than the previous cycle.

The speed of the vehicles uranium consumption will be fast for sure as well.

@casperj33081634 The premium required to do issues last cycle was at least 6% and typically executed with more like 10% due to broker fees and a discount demanded to get institutional participation.

@casperj33081634 The size of a stock issue also needed to be many times larger. Brokers wouldn’t bother getting involved and the legal fees etc for the paperwork made large raises necessary

@casperj33081634 example Sput $u.un will be easily be able to issue $20mm worth of stock any day of the week and buy 100k lbs @ $200/lb (the increment that uranium trades in)

@casperj33081634 There’s approximately 250 market trading days in a year. 100,000 lbs per day x 250 days = 25mln lbs. I think it’s 99.9% certain that I’d the market participants give $u.un the funds to try to buy 25 mln lbs over the next 12 months we will see $200/lb

@casperj33081634 As far as market predictions go, I’ve never been more certain of anything in my life. There simply isn’t the above ground u308 supply available to be bought under that price. There is also no way at all that mine supply can be increased quickly enough to offset the $u.un buying

@casperj33081634 Significant supply increases will take years and demand is already rising significantly in the coming years. There will also be many more reactors given life extensions and I fully expect countries like German to reverse course and begin expanding nuclear power

@casperj33081634 China is going to ramp up their nuclear fleet by multiples of the current projections.

We will soon see a huge marketing push to label industrial products that are made with ‘green’ energy.

@casperj33081634 I predict that countries and industry’s that currently are using hydro, nuclear power, solar and wind to begin aggressively marketing that their products were made using ‘green energy’

@casperj33081634 I believe that this will end up leading governments and especially China to become super aggressive in expanding nuclear power output. Given the choice consumers will definitely choose products made with out the use of coal power. 100% certain

@casperj33081634 Some government might decide to try mandate that manufacturers disclose their power source on packaging etc. It should be done and I think we will see pressure to do it.