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23 Sep, 4 tweets, 2 min read
Interested to know where this doc came and would love to read the entire doc. If true it might be the most bullish thing I’ve read this cycle
reddit.com/r/UraniumSquee…
research.library.mun.ca/12639/1/thesis…
Wow. Just getting caught up on these posts from nov 2019
Seems like two black swans (price spike and Mcarthur River mining issues) could converge at the same time. Can anyone confirm these comments were made by Doug?

blog.ceo.ca/2015/11/25/cam…

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More from @BambroughKevin

Kevin Bambrough Profile picture
24 Sep
It’s amazing that gold can out perform the dow for the last 20 years by a large margin and get so little respect. I don’t think I’ve ever seen sentiment so poor as it is right now. Not even when it was sub $300 in the late 90’s.
I think the success off crypto is a major cause for its short term weakness. The crypto crowd likes shitting on 5000 years of history and mocking gold as as some relic. But they have no clue about it’s intrinsic value and the long term stability it provides.
Gold is my base currency and I measure all my investments against it. I’m nearly never in cash and use physical gold products vs cash in my brokerage accounts. This may be the age of crypto currencies and it’s nearly impossible to predict when a mania ends
Read 13 tweets
Kevin Bambrough Profile picture
23 Sep
The big resource macro tail wind that I’m hearing from industry guys is the lack of labour is surprising everyone. Everyone is struggling to attract and train mining industry people.

Was talking to a coal industry veteran today and it was very revealing
The record coal pricing in Australia is now moving around the globe. Port capacity is a huge issue everywhere along with rail, shipping etc. But, they industry is in shock how tough it is to try to hire and train people. Especially mining workers
Some of us aren’t so surprised that the industry has ‘lost a generation’. One comment that stuck with me is ‘we are competing with fedex’ for workers. Seems like the idea of tolling away in a 4-5ft coal seam aint as much fun as playing the video game ‘minecraft’
Read 9 tweets
Kevin Bambrough Profile picture
23 Sep
Morning uranium thoughts:

Part of me wants to say I’m surprised how much push back I’m getting publicly and privately for asking questions and just trying to get up to speed on $ccj $cco Cameco’s current position in the Uranium space, it’s pros cons, valuation and such.
But I’m not surprised because I’ve seen this and done this so many times over the years in so many sector’s. With a $10b market cap they have a lot of shareholders that want the stock to fly and they also have the most liquid options trading in the sector so lots of call owners
Anyhow, uranium Twitter should not be a cult where so called experts only say good things about all stocks and we work together to suck in as much capital as possible for the sector so that all boats lift together. Pushing for that sort of cohesive one sided culture…
Read 25 tweets
Kevin Bambrough Profile picture
22 Sep
Most important chart right now. Forget the noise and volatility. Those who make the switch to commodities and commodity related stocks will massively out perform over the next decade.
For the retired, it will cement your retirement and allow you to improve your standard of living.

For those that have build up savings in there prime earning years it will mean compounding and earlier retirement.

For the youth, it’s a chance to not only start building wealth.
But for the youth this is where you made decisions that make all the difference in your careers. Choosing to seek work in the commodity sector will allow you to out earn and out invest your peers. Young lawyers, accountants, tech, marketing etc.
Read 7 tweets
Kevin Bambrough Profile picture
22 Sep
Anyone who questions my integrity, read this thread. I’m so fucking done with two faced financial market shit bags. Dm’s like these just come out of the blue…think twice before dm’ing me you shitbags…I ain’t your fucking friend. My bio (side of truth and fairness) says it all
The combo of the dm’s like I showed below and then a obvious mischaracterization of the $cco call just put it over the top for me. Hope John corrects the comments he retweeted. Really hate to do this cause John speaks of wanting a positive united uranium Twitter community
But, I don’t team up with bullshit artists who’s personal financial interests get in the way of truth, reality and fairness.

Plato spoke of it being a sin to leave people in ignorance in the ‘allegory of the cave’.

I say to guide someone to ignorance is 10x the sin
Read 4 tweets
Kevin Bambrough Profile picture
21 Sep
Another question I think needs to be asked of all uranium producers is: have you offered lbs forsale in the uranium market stating that the lbs are only available to be purchased by Utilities?
There is definitely a producer that has done this and since the uranium market is not regulated they can get away with it for now. But, I think it’s important for investors to try to figure out who is playing games in the #uranium market.
In any other market this would be considered illegal manipulation as it creates a bifurcated market and has the potential to artificially inflate the spot market or influence to suppress it when below market dumping occurs in outer years.
Read 5 tweets

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