I’m old enough to remember when everyone thought japanese cars were poorly built.

$TSLA revenue and earnings growth projections will be decimated by Chinese company competition in due course.
Investors today don’t appreciate how much the quality will improve in China while they will also maintain major labour cost, material cost and energy cost advantages. China has been securing long term contracts and mining acquisitions for key battery and EV materials
They are now making a massive investment into #nuclear power and also securing #uranium

Low interest loans will finance the large upfront cost of building nuclear power so that the over all nuclear power price will be half of what it is in the west.
Combo is deadly for USA manufacturing that is dependent on power, labour and material costs. Lose lose lose.

#uranium today is a great hedge against both the earnings destruction and market cap lose that companies like $TSLA will suffer and inflation in general
You can buy physical #uranium today below the all in median cost of production and that cost is set to also rise dramatically $u.un Sprott physical uranium trust should be aggressively bought and owned. Mine supply deficit is also the greatest of any commodity

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More from @BambroughKevin

16 Nov
Great thread…

I cut one of the charts to demonstrate what I saw in early 2003 that blew me away. I was positive that buy and waiting would well rewarded then. 10x in 10 years for sure I told anyone that would listen. (Along with Eric Sprott)
Declared it the best commodity story I had ever seen. I swear on my life it’s not only a better set up today. Risk to reward is off the charts.

Inventories are nearly completely out, add up the restarts and new mines as we have a massive hole a few years out.
Factor in that many mines will be delayed while many reactors will continue to get life extensions, quickly be restarted and new ones will be added. It’s explosive.
Read 15 tweets
13 Nov
Art Hyde is joke.. guy picks a fight. Calls me incompetent, says I over state my expertise and skill, and my industry contacts. So I hand him his ass by pointing out my record and his lack of one. Then he blocks me and cheap shots calling me a retired drunk Image
I’ve got to know many guys like Artie over the years. Viciously jealous and arrogant as fuck. He’s bent out of shape cause he has worked so hard, reading all the books he was told to to get his precious letters to follow his name.
I walked into the industry cause I had the stones to leave the IT world and trade my own money and perform. Then after just 11 years I retired and just manage my own money again. Sure I like a some drinks and I enjoy some gummies :)
Read 7 tweets
13 Nov
Any CFA’s want to make $1000 doing a few hours of work? I will etransfer the first person to complete this a detailed will referenced model of cameco’s contract book. $ccj $cco #uranium #CFAchallenge

Here’s the md&a read and follow the thread

Page 17 has cash flow sensitivity and the contract books.
Here’s how cameco management and board thinks. They are assuming only 2% inflation. But the dramatic realization here is they are basing there uranium contract strategy on the last 25yrs where I we likely had max 7-8yrs bull and mostly bear market or near flat years.
Read 21 tweets
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 20 tweets
11 Nov
@Seawolfcap @ipkmaven Okay. That’s it. Fuck all you guys… I ain’t taking this shit
Read 16 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

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