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Kevin Bambrough Profile picture
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Mar 31 • 4 tweets • 3 min read
My #uranium portfolio is also enjoying a Royal Assent! #royalassent #yeahbubba
$u.un $sruuf seems poised to break and have a run over its 52 week high. Taking spot #uranium for a break out move. Was pleased to see that the month end smack down games appear to be over with. #utilities are scrambling now. #lfg
Let’s go Queenie Baby! Bust out the pen and let’s paper this… #royalassent #uranium
So we got the 52 week high and #uranium is now 59/60 might have to wait for next week for the break out over $60/lb

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More from @BambroughKevin

Kevin Bambrough Profile picture
Apr 2
Global value estimates

- all real estate ~$330T
- all bonds ~$130T
- all stocks ~$80T

Might be some double counting and over lap but let’s just say it’s +$500T

Interesting to consider how something are valued in contrast.
For example all the #uranium stocks in the world is sub $50b. The average net worth in the USA is ~$121,000 so in that context we collectively value the sector like we do the cost of a fast food lunch meal ($12) for the average American.
It’s difficult to put into context how huge $500T in global assets is. It’s a mammoth number that has blown out due to central bank money creation, ultra low interest rates and huge government deficit spending (funded by central bank money creation)
Read 11 tweets
Kevin Bambrough Profile picture
Mar 31
#mainstream interest in #uranium and #nuclear power coming open.spotify.com/episode/6kc8Us…
Read 4 tweets
Kevin Bambrough Profile picture
Mar 31
As the cheap priced power contracts roll off and consumers are forced to pay up like we see below there’s going to be immense angry and outrage. You can bet the demand for #nuclear power is going to be unparalleled
All over Europe there will be cries to turn back on #nuclear power plants and build more. Bank on it! The attention that #uranium is about to get will be much greater than the 2003-2007 run. Fundamentals are better. That’s why it’s gonna run for $200/lb
Market forces are going to come to the space. It will seem irrational to many long time #nuclear & #uranium industry veterans at first. But the initial confusion will be replaced with an understanding running to the all time inflation adjusted high is simply inevitable
Read 8 tweets
Kevin Bambrough Profile picture
Mar 31
#gold and #silver plus $gdxj and $silj looking so nice. Love the coiling action on the 6 month charts but the huge 10 year cup and handle looks explosive. We have set up for an epic squeeze and likely draining of LME and COMEX inventories. Their will be shenanigans…
Best get your physical or hold real physical etfs that don’t play with paper contracts. I own $pslv and $phys. I hold a balance of both as a cash alternative (cause I hate cash with a passion)

Just like nickel took off and the rules got changed at the LME. So will gold & silver
There are absolutely massive shorts in gold and silver. They will end up getting government support. The rules will be changed when the exchanges fail to deliver and longs will get cashed out. But the metals will run. Physical market will react with vengeance.
Read 4 tweets
Kevin Bambrough Profile picture
Mar 26
I often get asked what my opinion on Trudeau is. I don’t think he’s any more corrupt than our typical leader. He’s just not that sharp… Like most Canadians I’m skeptics about any politicians improving my life. I prefer to focus on working hard and controlling my destiny
Happy to pay my taxes and I think I’m very fortunate to live in a relatively free country with out fear of repression. I can call our leaders out and nearly every name on the book and not be tossed out a window in the night. For that I’m grateful because I think they all stink
I don’t ever care to vote for a leader. I would prefer to vote for a great administrator that truly seeks to implement the will of the people. More voting on issues with referendums and less picking between three shitty candidates that never have the majority support
Read 4 tweets
Kevin Bambrough Profile picture
Mar 25
@et_2828 Capital raising is just a necessary blip in the upward road in a resource bull. All the juniors that lack revenue need to come to market from time to time to fund g&a drilling, permitting, mine construction etc.
@et_2828 After a nice run in the market there and typically once or twice a year the companies that need funds typically start agreeing to capital raise in discussions with capital raising brokers. As one company raises it often spurs others to raise and can create a bit of a rush
@et_2828 Fund managers with cash and a willingness to invested at any given time in any given sector are few. So companies and bankers want to try to get the funds at the best validation they can and tend to move with a bit of a herd mentality worried that if they wait to long..
Read 8 tweets

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