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5 Dec, 6 tweets, 8 min read
U may feel sucker-punched🥊 or prayers answered😇 or got stopped out🤨 by broad market downturn that hammered #Uranium #mining #stocks🔨 but we still have a #U3O8 supply deficit⏬⛏️ vs surging #CarbonFree #Nuclear demand⚛️⏫ with fundamentals stronger than they've ever been!🏋️‍♂️👇
Regardless of where share prices of #Uranium #stocks may be🤿 there's still a growing fleet of #Nuclear reactors demanding far more #U3O8 fuel than is being mined🔀⛏️ with #China #India #UK #France #Canada & other nations planning to build many more.🏗️⚛️⏫
In just the past few months we've seen a major shift towards embracing #CarbonFree #Nuclear #energy🤗⚛️ as once again key to achieving global #NetZero emissions goals🌞 reducing air pollution🏭☠️ & decarbonizing industry in electrifying 'everything'⚡️🔌🌏
In spite of a sustained #Uranium deficit⏬⛏️ there's still no supply response to fix it.🦥 #U3O8 price today is just $45/lb & not enough idled mines will restart nor large new mines get built🏭 until U price is well over $60 to secure mine approvals🧾🚦✅
While #Uranium #mining #stocks got sucked down in market downdraft🌪️ @Sprott's Physical Uranium Trust🏦 still has US$2.5B headroom for more U stacking🏧💵🛒 still has NYSE listing coming & will soon be partnered👯 with a Sprott Uranium Miners ETF $URNM 🤠🐂
Investors must assess risk vs reward opportunity presented by this pullback in #Uranium #stocks.🤔 Is the upside potential at this early stage of a U bull market📈💰 greater than the downside risk📉 that U stocks may go lower?↕️ That's for U to decide.☘️🤠

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More from @quakes99

John Quakes Profile picture
28 Nov
1/13) #Uranium #mining #stocks are blessed with increasingly 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💰🧵👇
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
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⚠️ so fear can lead to panic buying by nuclear utilities🛒.../4
Read 13 tweets
John Quakes Profile picture
30 Oct
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
Read 4 tweets
John Quakes Profile picture
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
John Quakes Profile picture
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
John Quakes Profile picture
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
John Quakes Profile picture
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

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