1/
At any given moment in a market cycle it can be very educational to think, who and with what goals does the current action benefit the most?
#uranium #SPUT #u308 #investing
At any given moment in a market cycle it can be very educational to think, who and with what goals does the current action benefit the most?
#uranium #SPUT #u308 #investing
2/
We just had extended highs as the SPUT caused the spot rise through the feedback loop. As the SPUT lost the premium, due whatever reason, the rally stalled and started losing steam causing a reverse in equities.
We just had extended highs as the SPUT caused the spot rise through the feedback loop. As the SPUT lost the premium, due whatever reason, the rally stalled and started losing steam causing a reverse in equities.
3/
After the highs, think who distributes and who accumulates, and on which side of the market, physical or equities?
After the highs, think who distributes and who accumulates, and on which side of the market, physical or equities?
4/
Only real way to control the spot price from rising rapidly at the moment is to keep SPUT close to at value or at discount, so that it cannot buy physical from spot. Could it be manipulated or pushed into a direction? Probably not, but.
Only real way to control the spot price from rising rapidly at the moment is to keep SPUT close to at value or at discount, so that it cannot buy physical from spot. Could it be manipulated or pushed into a direction? Probably not, but.
5/
How would SPUT stay at value or at discount? Either by controlling the price of SPUT or by controlling the spot price. Could that be done?
How would SPUT stay at value or at discount? Either by controlling the price of SPUT or by controlling the spot price. Could that be done?
6/
If SPUT would be out of the spot market, I suppose there could be other market participants who could move the spot market in wanted direction.
If SPUT would be out of the spot market, I suppose there could be other market participants who could move the spot market in wanted direction.
7/
Effect of this would mirror on equities, by making them to cool down, losing the premium and expectation they had, causing them to be a lot cheaper short term, thus better value for someone who wants to buy. Could that be the same entity that wants the equities cheaper?
Effect of this would mirror on equities, by making them to cool down, losing the premium and expectation they had, causing them to be a lot cheaper short term, thus better value for someone who wants to buy. Could that be the same entity that wants the equities cheaper?
8/
The feedback loops that uranium sector are currently measured on, are exponential in nature. Unleashed they go parabolic. Even though if the buyouts in physical would remain constant, in % basis of remaining supply they grow. At some point, there are none to sell.
The feedback loops that uranium sector are currently measured on, are exponential in nature. Unleashed they go parabolic. Even though if the buyouts in physical would remain constant, in % basis of remaining supply they grow. At some point, there are none to sell.
9/
It looks highly probable that on the current uranium cycle the spot price high will be met sooner than the consensus of the market currently expects.
It looks highly probable that on the current uranium cycle the spot price high will be met sooner than the consensus of the market currently expects.
10/
Q1/H1 2022 will be very interesting, Sprott US listing, ETF rebalances etc., and one might serve itself best by start preparing for it.
Q1/H1 2022 will be very interesting, Sprott US listing, ETF rebalances etc., and one might serve itself best by start preparing for it.
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