1) Cantor Fitzgerald reaffirms their Buy Rating with US$32/C$40 Price Target🎯 for Cameco $CCJ $CCO as #Uranium Sentiment Continues to Improve 🤠🐂 with term U prices heading higher⬆️ & offers up their key takeaways🥡 from Q3 Results Conference Call👨‍💻 #Nuclear #mining #ESG🏄‍♂️ ...2
2) "macro setup for #Uranium, and by extension Cameco, is exceptional"😃 as "some urgency" towards long-term contracting returns😟as #SPUT in thin Spot market is killing carry trade⚰️ & Q3 Long-Term #U3O8 price is Up $10 +28%⬆️ but still "early innings" in contracting cycle⚾️...3
3) Cantor provides their view on @Sprott Physical #Uranium Trust as its Spot #U3O8 purchases are "permanently sequestered."🔒 Cameco is not interested in launching its own U fund as Kazatomprom is doing with ANU Energy & world's largest U mine restart is a mid-decade event😲.../4
4) Cantor affirms that "sentiment in the #Uranium sector has turned increasingly positive. The narrative has clearly shifted as it has become abundantly clear that #Nuclear power has a critically important and growing role to play in the energy mix of the future."🌞⚛️🤠🐂 #ESG 🏄‍♂️

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More from @quakes99

3 Oct
1/13 #Uranium #mining #stocks are blessed😇 with incredibly bullish fundamentals🤠🐂 as surging demand for #CarbonFree #Nuclear #energy⚛️🏗️⬆️ for #NetZero🌞 collides💥 with a sustained #U3O8 supply deficit.⛏️⬇️ Here's a thread 4U that explores the Uranium #investing thesis 💰🧵👇 Image
2) #Uranium #mining #stocks are famous⭐️ for delivering investors extraordinary life-altering returns😎🍹🏝️ when they enter a boom cycle⤴️ after a long painful bear market for #Nuclear fuel😩 when supply/demand fundamentals shift🌊 as they have now in a strong bull market🤠🐂../3 ImageImageImageImage
3) #Uranium is a cyclical commodity🔃 that goes through boom & bust cycles based on supply vs demand imbalances⚖️ magnified to extremes🌜 by supply security fears😟 as there is no substitute fuel for #nuclear reactors⚠️ which can lead to panic buying by nuclear utilities🛒 .../4 Image
Read 13 tweets
5 Sep
1/11) @Sprott's Physical #Uranium Trust🏦 has poured gas on a fire🔥 that was already burning under #Uranium #mining #stocks📈 due to incredibly bullish fundamentals💪 of surging #CarbonFree #Nuclear demand🏗️⚛️↗️ vs tanking #U3O8 supply⛏️⤵️ & strengthening daily.🏋️‍♂️ Here's a🧵4U👇
2) #Uranium #mining #stocks are famous⭐️ for delivering extraordinary life-altering returns😎🍹🏝️ when they enter a boom cycle⤴️ after a long painful bear market for #Nuclear fuel😫when supply/demand fundamentals shift🌊 as they have now in early stages of a strong uptrend⬆️.../3
3) #Uranium is a cyclical commodity🔃 that goes through boom & bust cycles based on supply vs demand imbalances⚖️ magnified to extremes by supply security fears😟 as there is no available substitute fuel for #nuclear reactors & production is concentrated in so few countries .../4
Read 11 tweets
18 Jul
U may feel sucker-punched🥊 or prayers answered😇 or got stopped out🤨 by correcting #Uranium #mining #stocks📉 but 1 thing's 4 certain... #U3O8 supply⛏️⏬ vs #Nuclear demand⚛️🏗️↗️ fundamentals are getting stronger every day🏋️‍♂️ with even better (re)entry prices now.🛒 A🧵4U👇 ../2
2) If you're new to #Uranium & #mining #stocks in general👼 then U need to understand why this highly cyclical🔃 mined #nuclear reactor fuel⛏️⚛️ is famous for delivering extraordinary life-altering returns😎🍹 when it enters a boom cycle after a decade long bear market🚀.../3
3) #Uranium is a cyclical commodity🔃 that goes through boom & bust cycles based on supply vs demand imbalances⚖️ magnified to extremes by supply security fears😨 as there is no available substitute fuel for #nuclear reactors & production is concentrated in so few countries .../4
Read 11 tweets
5 Jun
#Uranium: Was 2020 The Turning Point?!↪️⚛️⛏️ Canaccord Genuity Uranium Analyst Katie Lachapelle provides her take on what she sees as the turning point in the Uranium Market.🚀 Excellent!🤠🐂 #mining #stocks #investing #Nuclear #Energy #NetZero #ESG 🌞🏄‍♂️
Read 4 tweets
22 May
Q: Are #Uranium #stocks overvalued vs Spot #U3O8 price?🤔 A: No. Global X ETF $URA used to track lock-step with Spot U but decoupled in 2018 after $URA changed from 100% to 50% U stocks.⤵️ Now, $URA has recovered to match the >70% rise in Spot U since November 2016 bottom⤴️ .../2 Image
2) You see.. in early 2018 Global X #Uranium ETF $URA held >US$400M AUM 100% in U #stocks, but changed its Index to just 50% U stocks.😡 $URA then dumped >$200M worth of U stocks into tiny U sector,⤵️ decoupling $URA from tracking U Spot price.🔀 Investors exited U space🐻 .../3 Image
3) But, in August 2020 Global X #Uranium ETF $URA increased its weighting of U #stocks from 50% to 75%, buying large volumes of U stocks🚛 which pushed up share prices↗️ and produced a Bullish market signal.🐂🛒 Investment firms began piling back into $URA & U stocks again⤴️.../4 Image
Read 4 tweets
16 May
If you're new to #Uranium & #mining #stocks in general👼 then I hope this thread will help you to understand why this mined commodity⛏️ used for #nuclear reactor fuel⚛️🌞 is famous for delivering extraordinary life-changing returns when it enters, as it is now, a boom cycle🚀...2
2/ #Uranium is a cyclical commodity🔃 that goes through boom & bust cycles based on supply vs demand imbalances⚖️ magnified to extremes by supply security fears😨 as there is no available substitute fuel for #nuclear reactors & production is concentrated in so few countries .../3
3/ Like other commodities, #Uranium rises in value when supply is scarce🏜️ which in turn triggers more production to meet demand⛏️ but because its the most regulated mined metal📚 subject to the greatest environmental scrutiny,🧐 bringing new mines online is costly & slow🐌 .../4
Read 11 tweets

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