Ocean Wall Ltd Profile picture
Jun 29 4 tweets 4 min read
Ocean Wall’s ion U - #uranium market update @lawse ImageImageImageImage
News flow remains positive as the #uranium sector started to decouple from broader market headwinds over the past week. Close to $2bn added to the sectoral market cap, and the spot price sitting just below $50/lb mid-week.
- #Canadian regulatory amendments had US-bound EUP stranded in St Petersburg
- Further speculation suggests Germany could be pivoting on their nuclear phaseout strategy
- #Nuclear gets a boost at the #G7 Summit with Biden pledging $14m for #NuScale project in #Romania
- #KAP sees 40% YoY rise in government payments as supply chain inflation continues to hit #Kazakh nuclear powerhouse and its subsidiaries
- #YCA trading at a 20.96% discount to NAV, giving investors sub $40/lb uranium exposure

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Ocean Wall Ltd

Ocean Wall Ltd Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @oceanwall2

Apr 1
Thank you to @BloorStreetCap for yesterday's insightful #uranium discussion with some of the pioneers of the industry. A fantastic line up with in depth insight into all aspects of the #uranium sector.

Some of our highlights can be found the the thread below:
1/ “The world is recognising the science of nuclear power, not the false ideology.” – #NexGen CEO

“Price of #equities is screaming buy relative to the #spot price” – @uraniuminsider

“We’re on the cusp of a really really big move here [spot price]” – @UraniumEnergy
2/ #Sprott are seeing growing #institutional and #FO interest in the #uranium space. Very early stages of broad adoption by generalist #investors. Ciampaglia believes we are ‘just starting the second inning of this uranium cycle’.
Read 12 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(