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Kevin Bambrough Profile picture
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Jun 7 • 4 tweets • 2 min read
This aged well…
Realty is setting in crytpo is shit and uranium is essential! Decoupling is occurring
There is simply no commodity with a better long term supply demand picture then that of #uranium

#nuclear power is the answer to the biggest two pronged problem the world is facing and that’s the reason it has my attention and I want to help fund the sector.
Energy crisis and climate crisis… research #uranium and #nuclear power to make money while saving the planet. #lfg

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More from @BambroughKevin

Kevin Bambrough Profile picture
Jun 7
Life is very very short. Live it up and also be kind to those that need you and are deserving of your time and attention.

Reality smacks us all in the face at some point. Best be ready…
I recently listened to a bbc program about the reality of life after signing up for ‘doctors with out borders’. Very noble cause that continually stakes participants by surprise.
One thing everyone should learn first hand is that the more you get involved, do charity work, volunteer to help people in need, etc…it doesn’t make you feel better like most think it will or should.
Read 5 tweets
Kevin Bambrough Profile picture
Jun 3
Offers getting thin and spread widening as the market place is watching SPUT stack significant cash.

Utilities have been doing the buying and taking the price higher now as they MUST to get pounds. But more importantly. They MUST to incentivize production
More and more utilities and fuel buyers are now coming to market as many have put off purchases for far too long. Their tepidness of the past two years has had them mostly out of the spot market which many foolishly are still dependent on.
Now they are starting to discovery that they have significant competition not just from SPUT or YCA but other utilities. Quality producers have little long term lbs available to supply the market in 10 year term.
Read 7 tweets
Kevin Bambrough Profile picture
May 26
This will make ‘commodity inflation’ a major Chinese export.

This is absolutely huge and key to the next phase of global inflation that I’ve been predicting will come in this era
For decades China and other emerging markets have been a huge deflationary force in the world as they took over manufacturing nearly everything and did so at a fraction of the price. China and other EM’a are now going to be a massive inflationary force
They are set to compete for resources and will be raising wages and prices and also in some cases subsidizing some commodities which will have the same effect. We’ve got a couple billion people on the planet that work for very low wages but contribute so much to the economy
Read 15 tweets
Kevin Bambrough Profile picture
May 26
This crap makes me laugh. Here’s Bloomberg journalists latest attempt at covering crypto with a story of a promoter that turned bearish. Changed bitcoin prediction from $400,000 to $8000. Lol
Here’s mine… it stays the same. $0 for all the bullshit coins. And discounts to nav for all stablecoins that actually have some tangible fraction of a backing. The space is a joke and the people covering it are generally cluelessly flip flopping with it
So many journalists unwilling to make an actual call themselves. They look to put out ‘balanced’ reporting so they interview some crypto bubble heads and some moderate bears.

I think a big part of the problem is the advertising dollars that ultimately pay them
Read 4 tweets
Kevin Bambrough Profile picture
May 26
As I’ve said. I believe the #uranium bottom is in and aggressive accumulation is prudent for the next leg up. Sput is issuing and able to buy again. Utilities know this and will try to front run. They know well they can’t let any more material go to etfs.
They have a a huge looming shortage of #uranium to deal with. Prices of physical uranium and uranium equities are not nearly high enough encourage the funding of enough mines to meet demand. Not even close
The liquidity drain in the sector which caused this pull back was a result of the crypto / tech implosion. Timing these things are difficult but I’ve been warning about the liquidity problems emerging since last fall. We are seriously over sold and great value to be had
Read 6 tweets
Kevin Bambrough Profile picture
May 21
They may not fit perfectly but all the darlings of the last decade or so will crap out just like the post y2k nasdaq implosion. Count on it. Margin compression, multiple contraction. Inflation and slow (disappointing) growth.
Back in early 2000 I was preaching that the nasdaq would collapse. Said Cisco would drop to $5/sh along with most tech flyers. Some of us made the call then that it would 10-20 years to get back to those valuations and that most never would
$tsla is one of these cases. Bubble stock of epic proportions. It will drop 90% from its peak of last year before this bear is over. It’s gonna be ugly for so many stocks and crypto is generally going to zero. It’s been a bubble like no other.. biggest for sure
Read 8 tweets

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