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Kevin Bambrough Profile picture
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4 Oct, 4 tweets, 1 min read
I luv $lot a lot :)
I think it will be one of the first #uranium stocks to make a new 52 week high.
app.sharelinktechnologies.com/announcement/a…
With today’s pricing the infrastructure that they have would likely cost more than their market cap to replace. It’s the cheapest #uranium stock out their and thats why on this pull back I tripled my original position

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More from @BambroughKevin

Kevin Bambrough Profile picture
5 Oct
Shanxi is the coal hub of China. Produced nearly 1bln tonnes of coal per year. But also has wash plant capacity of 1.8bln tonnes. This flood and mining / plant closures could become absolutely crazy for the coal market
To put it in relative terms the USA produces 1.1-1.2 billion tonnes of coal. We don’t know total capacity actually going off line here but it’s obvious that the coal market was already at record tightness with record pricing.
This is the sort of event that could double coal prices again and also take global natural gas prices up another 50% or more. It’s the ‘perfect storm’ for the coal market. With China and Europe already critically short coal and just heading into winter it’s gonna get lit
Read 6 tweets
Kevin Bambrough Profile picture
2 Oct
@BearTrapsReport wrote:

“After $6.3T of deficit spending in 2020-2022 and $4.7T of Fed balance sheet expansion since late 2019 - the probability of another $2T spending bill…”

Sometimes read these numbers and am left stunned. Meanwhile $40bln buys all public uranium assets
The money creation craze of this era is gonna blow up in everyone’s face. It’s created a totally distorted mispricing of assets. It’s truly stunning. Just speechless sometimes. Can’t overstate how truly nuts this is. Future generations will read about this time in awe…
We are living in one of the most extreme mania’s of all time. The fiat currency bubble. So many paper billionaires and multi-millionaires. But soon we will find out how bare the cupboards are and a historic devaluation of paper assets vs real assets will occur
Read 5 tweets
Kevin Bambrough Profile picture
1 Oct
My thoughts on why the US Dollar will soon loose its status as a reserve currency and just a couple of the huge consequences
#usd #usdollar #economy #trade #china #currency #gold #inflation #HardLessons #LivingWage
I delved into global macro economics in the late 1990's and invested in the 2000-2010 commodity boom in large part based on my belief in China's and India's economy booming and their demand growth taking off. The resource bear market looked to be ending & US tech was overvalued
Today's global marco picture seems very similar but with some distinct differences. The Nasdaq QQQ seems even more grossly overvalued to me than it was in 2000 along with SPX. Interest rates have been cut to nothing already and quantitative easing is now a well established tool
Read 31 tweets
Kevin Bambrough Profile picture
1 Oct
@hkuppy I wonder what will happen when China and Japan decide to ditch their usd holdings in the exchange for energy supplies and other strategic commodities ?
@hkuppy For decades I’ve wondered when the world the will world stop funding the USA trade deficit. I actually think this could be a catalyst. No one will want the inflation that’s coming. Ditching dollars, driving up prices in the USA will crash demand and free up supplies for China
@hkuppy At some point it’s gonna happen. It will be difficult for any government to survive run away inflation. Those with dollar hoards stand a better chance than those that run massive trade deficits
Read 6 tweets
Kevin Bambrough Profile picture
29 Sep
To put in in perspective Japan was consuming around 22 mln lbs per annum prior to the abrupt plant shutdowns post Fukushima. If your not long #uranium in a major way in anticipation of them reversing course soon, your going to miss out on the investment of the decade
Germany I think will scramble to buy 9mln lbs a year when they wake the fuck up and realize they must deal with the power crisis and cannot shut off their nuclear reactors. In fact they must get busy building Gen IV reactors
The is in a world that already has the largest supply / demand deficit of any commodity. Investing in this #uranium market at these values is 100% only available because governments move slowly and are generally incompetent
Read 6 tweets
Kevin Bambrough Profile picture
28 Sep
Hopefully this is the start of a good news trend for this micro cap #copper producer with a huge exploration potential. Stock barely trades and a picture of my dog licking itself would get more likes than their tweets. Should move higher as they ramp up production end of q4
Finn prefers you read the Three Valley Copper presentation… Image
I own both of these copper plays as longer term holds. I’ll trade a few others and copx at times
Read 5 tweets

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