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More from @BambroughKevin

12 Nov
Friday uranium thoughts into the close… not surprisingly. Buy more $u.un as a sure bet.

Chatted with several attendees from this weeks nuclear conference.

The take aways are significant.
I’m hearing that the utilities/ fuel buyers are still pissed, even more so.

Interestingly, after being on a buyers strike as they hoped the price jump would be short lived they are now actively seeking to contract. Willing to pay this price for years.
Feeling is that there will be willingness to contract with floors and escalators now.

For the first time since the start of the bull. People who said there was endless inventories available for spot now feel it’s drying up and lbs are very hard to source.
Read 19 tweets
11 Nov
This didn’t get much attention back in May. More very strong statements made here in this release. newswire.ca/news-releases/…
“Our Treaty Rights trump provincial laws and we will continue to fight with Chief Clarke and the Dene people to ensure that these lands and waters are here for the generations to come."
“The issuance of uranium mineral rights and granting of exploration permits and approvals of damaging uranium mines by the GOS all occurred without our People's meaningful involvement, participation or consent. This pattern of unacceptable behavior must come to an end, now."
Read 10 tweets
11 Nov
Some major #uranium projects/territories that banned or don’t allow Uranium mining

Jabiluka (Northern Territory, Australia)
Jahodná, (Slovakia)
Virginia (USA)
Kvanefjeld (Greenland)
Kivalliq (Canada)
Salamanca (Spain)
Westmoreland (Australia)
Navajo territory (USA)
If the Clearwater River Dene Nation prevent mining in their territory $NXE, $FCU, $STND mines projects as well as many other possibly sizeable exploration projects will be added to this list and the #uranium price will most certainly go parabolic
The importance of $NXE mine alone can’t be over stated. 28.8 mln lbs per year in the first 1-5 years 21.7mm lbs per year life of mine.

15% of current consumption 190mm lbs current annual

22%+ of current primary uranium production

Number one most new important mine expected
Read 13 tweets
10 Nov
Super bullish news for #uranium $u.un $spruuf

Bearish for Canadian basin uranium miners though. Why I love me my uranium in a can. Best risk to reward bet. newswire.ca/news-releases/…
All I know is uranium demand is going to keep rising way more than people think and the supply of uranium from new mines will be smaller than expected and take much longer and cost way more. #uranium $u.un slam dunk 2x lay up 3x and likely will squeeze 4-5x
Risk reward $u.un is the best. I sleep beautiful and enjoy my happy lucid dreams with no disturbing thoughts of labour strikes, tax hikes, expropriation, cost inflation. These ans more work in the #uranium prices favour and the U mining stocks are priced to need the spot double
Read 17 tweets
9 Nov
Book enthusiasts, I'm love to get a little feedback on a first draft of the preface for the book I'm starting to work on. Just kicked it out early this morning as I woke from a dream... anyhow be kind..it's my fist time writing a book and I need to find an editor and publisher
Preface:
Their is a place that exists, that we each know is real but we don’t want to speak of it for fear we might conjure something harmful from its depths. No, it’s not the fucking TwilightZone, but sometimes it feels like when we sense its presence in an altered state.
I’ve managed to find it most often when waking up from a powerful dream, nightmare, or intense meditating. I’m always completely electrified with an intense feeling of pins and needles covering my entire body. In this state we aren’t sure if we are asleep or awake, dead or alive,
Read 27 tweets
9 Nov
Holy shit! Someone call Fox News. Unbelievable! Uranium Energy Corp are national hero’s. They’ve managed to buy back the Uranium assets that the evil Hillary Clinton sold to the Russians, that used to be evil until Trump made friends and got it sorted. newswire.ca/news-releases/…
FYI. We at Sprott helped fund these assets last cycle and they went through a couple mergers, maybe Quincey, but we’re in Energy Metals (Bill Sherrif, encore) and then merged with SXR Uranium one which was Africandar lease (gold) out of Johannesburg, and merged..
With SXR Southern Cross out of Australia and all combined to be Uranium One and got finally sold to the Russians near the top of the market.

I hope some of you FOX news watching morons take note of the true history of these assets.
Read 13 tweets

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