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Aug 30 • 6 tweets • 3 min read
New blog post #Uranium Portfolio Update: The empire strikes back
$FIND.v $BSENF $SLX.ax $SILXY $BMN.ax $BNNLF #92E $NTELF $DYL.ax $DYLLF #1164hk $AEE.ax $AURA.l
1/
 shovel-stocks.com/post/uranium-p…
#uranium Portfolio development in 2022
8/30 before US market open

2/
5/13

3/
2/10

4/
Read more:
shovel-stocks.com/post/uranium-p…

end/ #uranium
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More from @ShovelStocks

Shovel-Stocks Profile picture
Aug 31
#92E $NTELF & $ISO.v $ISENF & $NXE.to $NXE
shares / companies are connected

Here's how ⏬
#uranium
1/
NexGen $NXE.to holds 50.1% of the outstanding IsoEnergy $ISO.v common shares
2/ Image
4/14/21 $ISO.v closed a transaction based on a Heads of Agreement with #92E for 92 Energy to acquire a 100% interest in Clover, Gemini & Tower uranium properties in share consideration of 92E.
ISO currently owns 14.13% of 92E (based on latest 92E presentation)
3/ ImageImage
Read 4 tweets
Shovel-Stocks Profile picture
Aug 31
Silex $SLX.ax $SILXY / GLE today announced a pivotal milestone for the SILEX #uranium #enrichment technology which demonstrates the ability of their laser systems to operate reliably at commercial-scale ‼️ for extended periods
Some thoughts in the 🧵
1/
cdn-api.markitdigital.com/apiman-gateway… Image
#GLE has made great progress on its quest to become the only third-generation laser #uranium #enrichment company in the world

I highlighted important points in my notes below

This also proves the benefits of having a JV partner with deep pockets like Cameco $CCJ $CCO.to

2/ Image
The first fully commercial scale module passing this milestone is important as it is a proxy for assuming that the whole triple opportunity will pass the necessary assessments in the future

This would include natural grade UF6, LEU/LEU+ & #HALEU production

3/
Read 4 tweets
Shovel-Stocks Profile picture
Aug 28
#uranium friends from #Sweden question re Parliamentary elections 9/11
riksdagen.se/en/members-and…
From what I researched 2 parties are pro #NuclearPower & proposed programs to build out NPP & SMR
Sverigedemokraterna sd.se/vad-vi-vill/sv…
Moderaterna moderaterna.se/ostergotland/v…
1/2
What's your opinion on those parties? How do everyday people view them? What are their chances of winning?
Is there public discourse about #Nuclearpower ?
Current polls I could find: thelocal.se/20220826/new-p…

Looking forward to your comments

2/2 #uranium
@john_abg Hi John, Any views you could share? thx
Read 4 tweets
Shovel-Stocks Profile picture
May 3
#Uranium: It’s different this time?
Some thoughts on why I think that taking the last uranium bull market too literally will likely lead to missing out on returns during the most lucrative time in the cycle. However, cyclicality still applies and scaling in & out is important 🧵
1/ “It’s different this time” are regarded as the most dangerous words in #finance used by Wall Street to trick investors into bubble equities that they should sell, not buy. #fintwit
2/ I list some reasons below why #uranium might very well be the exception to the rule and really be different this time. Moreover, I believe focusing on the last uranium bull run 04-07 will lead to false analysis ➡️ missing out on gains
Read 10 tweets
Shovel-Stocks Profile picture
May 2
Added $CYBE @CyberOpticsCorp to my microfund "Picks and shovels plays" #wikifolio wikifolio.com/de/de/w/wf48sh…
today
Will share longer investment thesis at a later time. some insights below 1/ #fintwit #sensingprecision #MicroLED #MiniLED
$CYBE CyberOptics Corporation designs, develops, manufactures, and markets high precision sensing technology solutions and system products for inspection and metrology worldwide.
Great Picks and shovels play on #semiconductors #MiniLED #MicroLED #IoT #LightsOutFactory 2/
MC: $ 313.9M
Cash: $ 19.3M
EV: $ 278M
P/E fwd: 21.56
EV/Sales fwd: 2.7
P/S fwd: 3
EPS growth YoY: 131.7%
ROE growth YoY: 98%
Operating Cashflow growth: 69%
Ultra tight float: Only 7,4M shares! #fintwit 3/
Read 6 tweets

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