Climate change = record rains/floods and snowstorms. This trend will have dramatic effects on commodity production. The commodity super cycle is firmly underway…
The solution to fight #climatechange will increasingly be seen as a rapid build out of #nuclear power generation. #uranium will go from obscurity to become one of the worlds most important and stockpiled commodities
It’s ridiculous low cost compared to its BTU output makes it far and away the best way to stock pile energy resources for any government. It’s low price to value also makes it a great investment.
We are entering a time of growing need vs struggling supply. Best inflation hedge in the commodity world is #uranium as utilities will compete for it and pay nearly anything for it in the coming years as China expands its nuclear capacity and leads the world in new plant builds

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More from @BambroughKevin

25 Nov
Great thread to help understand the extreme weather cycle we are entering due to climate change. I’m certain that this cycle will continue to cause major supply chain and commodity production problems
Climate change is likely to lead to decades of strong inflation. Perhaps hyperinflation when bond holders revolt on mass.

Our governements are unable to raise yields due to their debt to gdp levels. Raising rates will bankrupt most governments.
Continually low rates and increased monetizations of the debt is what we should be expecting. The I don’t know what the current amount of debt instruments add up to today. +$130t ???
Read 9 tweets
24 Nov
@DeFiFuture1 $pdn will likely have a nice run into the ASX 200 addition that should occur in December. This will complete the easy money trade from March-April 2020’s bankruptcy fear collapse to back to one of the largest listed mining companies in Australia
@DeFiFuture1 Instead of whining about the commodity cycles maybe $cco $ccj management should have don’t something to benefit it’s shareholders. Maybe buy companies? Maybe buy enough lbs in the 20’s to satisfy their contracts until Mcarthur is back online?
@DeFiFuture1 Seems like they are more interested in criticizing ‘market pundits’ who’s made 10x returns over the last 2 years then actually doing something positive to make shareholders money? These are the sorts of people that never admit they were wrong and change with the market
Read 16 tweets
23 Nov
Short sellers of $u.un are naked with the atm off.
The $u.un short sellers are playing a very dangerous game. Atm is locked and loaded large generalist funds and pension funds want to play. Shorting #uranium at these prices has to be one of the dumbest trades of all time
$sput $u.un will likely have some nice block trades lined up when the Atm is turned back on. Top #uranium traders say lbs will be hard to source under $55/lb. I’m expecting a fast move up to above $55/lb.
Read 7 tweets
22 Nov
Gobble gobble gobble… Image
Happy #uranium thanksgiving
Might see a $u.un short squeeze. Atm will be off for 2 days. Uranium price likely to pop and now. Feeding frenzy time…blood in the water
Read 4 tweets
21 Nov
If your talking to experts about #uranium find out if they’ve actually spoken to any band council members at the Clearwater River Dene Nation or knowledgeable First Nation leaders in Saskatchewan.
Ask then if they’ve spoke to constitutional law experts and/or JFK Law who represents the CRDN.

Ask they what they think the markets reaction will be if it comes to believe that the worlds biggest new uranium mine faces permitting/development delays of 5 years (or worse)
I understand why they brokerage community (that is hungry for investment banking fees) has chosen to only talk to the mining companies and take there word. That conflict of interest is clear.
Read 21 tweets
19 Nov
Couple of Friday #uranium thoughts. I see some people are commenting on Artie Hyde’s commentary. Lol

For the record, I’m not short Cameco, never have shorted $cco and probably never will.
I did say that I recommend $urnm over the other #uranium etfs because it has a lower weighting in $cco $ccj. I also explained my belief that physical #uranium will out perform Cameco and if long $urnm you could hedge out the cco position with a 12.5% short and long more $u.un
This does not short $cco. It’s just hedging out the position owned by purchasing $urnm.

One point Art doesn’t really address is how terrible the cco contract currently is and the fact that we aren’t provided much information of when (if ever) it will improve
Read 26 tweets

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