@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
@DeFiFuture1 That sort of thinking is lethal for people who rely on investing for their retirement. The uranium cycle will play out based on the market deciding where to take the price of uranium. Not a few market pundits that just made the correct call early
@DeFiFuture1 Anyone who researches #uranium or any commodity and understand cycles looks at history. Inflation adjusts historical prices and considers the likelihood of that commodity returning to that peak value when a shortage returns to its market
@DeFiFuture1 The #uranium bull market we are in is the best ever. Period. Best Ever! Nuclear capacity growth will be the Greatest Ever! Fighting climate change plus the move to electric vehicles combine as to be the strongest catalyst ever
@DeFiFuture1 Supply concerns have never be greater. USA mining supply never lower and permitting difficulties never higher.

Major mines depleting all over the world and both the 5yr and 10yr out supply demand balance has never been so bullish
@DeFiFuture1 Uranium investing/hording etfs have never been so prevalent and powerful. The spot market will soon run dry. The ability to lock in 10 year supply agreements will soon be unavailable to many utilities. The price will most certainly run to the all time high.
@DeFiFuture1 And I firmly believe the #uranium price will exceed that old inflation adjusted high of $180/lb because every single data point for the uranium industry is more bullish or extreme more bullish than past cycles
@DeFiFuture1 Some pundits are saying the bull run is still a couple years off and they spend there time looking at the intricacies of a dying carry trade market. Well fuck the carry traders. Borrowing funds and making pennies instead of dollars. They are irrelevant to the big picture
@DeFiFuture1 All they do is shift marginal supplies a couple years forward or back. They don’t matter and will become more and more irrelevant as we proceed through this bull. What’s ultimate gonna matter is there will be utilities that can’t contract long term to cover there needs
@DeFiFuture1 Once we reach the point where utilities are open to spot because they can’t get fixed or spot discounted contracts with caps they will choose to go for certainty. The only way to get certainty will be to buy spot pounds. They will then be competing with each other in the market
@DeFiFuture1 The insane amounts of liquidy/money printing that global governements have generated will factor in this cycle. Many traders and investors will come to the #uranium space and there will be more than any cycle with multiples more money than any cycle looking to play the squeeze
@DeFiFuture1 Utilities will $200, $300, $500, $1000/lb etc for uranium if forced to. I expect that many market players will relish seeing how much they can be forced to pay. That’s what markets do
@DeFiFuture1 The greedy and aggressive $gme $amc @Official_WSB types will want to be all over this #uranium market. That is a certainty in my mind. It’s just too obvious of a trade. Tiny commodity that no one cares about… this inventory build cycle will suck up all available lbs
@DeFiFuture1 @Official_WSB The uranium squeeze is coming and owning $u.un is a lay up trade for the next few years. Sleep well with uranium in a can

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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
23 Nov
Climate change = record rains/floods and snowstorms. This trend will have dramatic effects on commodity production. The commodity super cycle is firmly underway reuters.com/world/americas…
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.
Read 4 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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