One thing to consider… $650mm moving into Cameco is great for the #uranium sector. Institutional interest is only going to grow and market cap growth makes the sector more investable for larger institutions
$urnm $ura $u.u $sput will all benefit with greater attention and inflows. As the big boys get positioned in #uranium equities you can bet they will also want to have significant exposure to physical #uranium
It’s the #energy market trade of the decade as #nuclear power will be taking center stage. Overfeeding is coming and the demand for #uranium is set to grow by multiples over the next decade plus.
I’m curious who’s on the list of institutions that played the cameco deal. Some of these players could be huge and just getting started in the sector with the hopes of allocating significant capital

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More from @BambroughKevin

Oct 15
I have no issue with a fiat money system that prints money to bail out the economy and avoid financial disaster. Only condition is the bail out funds go to the poor and not the rich.
Bailing out bankers and brokers so they can make record profits again a few years later is/was disgraceful. Especially cause many of these people were able to buy up properties that were being sold in distress.
The fiat money system should be used to help solve inequality in our economic system. But instead it’s been exploited to benefit the financial supporters / financiers that own todays corrupt politicians.
Read 7 tweets
Oct 14
$msos looks to have settled back down as the reality returns that these are mostly profitless debt ridden businesses run by stoners.

Perfect example of the over investing in commodity production leading to low stable consumer prices.
This weed stock cycle will end with bankruptcies and plenty of them. Here in Canada you can walk down many a streets and pass near empty weed stores more often than you can imagine. The some busier main streets have them nearly every 50m with 5-6 stores in a city block
It’s a low to margin business at best but with huge over capacity and minimal foot traffic per store it’s a damned industry. Not many people talk about the fact that 70% of cali weed growers went bankrupt after legalization.
Read 10 tweets
Oct 10
FYI. I’m not at all bitter even if I may sound it. In my youth I studied the history of money and the federal reserve system. After ‘the light bulb went on’, I felt I had no choice but to teach myself to invest/trade (play) the inflation/deflation cycle ‘game’ that the fed plays
Money will always be created in ever growing quantities. The game is to invest now where you’re sure it will flow to next #uranium as a sector is that place. The entire sector has such a tiny market cap (sub $100b) even if you include government owned entities.
Read 4 tweets
Oct 10
It shouldn’t be a surprise that the Nobel prize is awarded to a financial industry cult loyalist. Over 100 years ago the Federal Reserve system was created by the banksters so that they could create unlimited money via a fractional reserve fiat system.
They co-opted both the sound money and democratic system for greed of wealth and power. The ‘system’ they created allows financial institutions to create money out of thin air and lend it while charging variable interest rates.
The average person actually has to work providing goods and services to the economy to earn the money to pay both the interest and debt.

The ‘system’ employs its most hardened supporters to work in ‘education’ to brainwash our children on how well the system works.
Read 8 tweets
Oct 6
Let’s face it… the USA can’t run a balanced budget in the best of times. What the fuck does everyone with will happen to tax revenues when the economy slows. What about government liabilities and expenditures.
Deficits will explode higher again and it will 100% necessitate printing / monetization of the debt and deficits by the Fed. You have to be a complete idiot to believe that the Fed ‘governors’ are actually going to fight inflation over the long wrong. It’s just a bloody game
They fight for it for a time and crush the most vulnerable people. Toss people out of homes that took on mortgages they can’t afford. Squeeze marginal people out of the work force. Make the poor turn down the thermostat and cancel trips. It’s a sick game. Serious sick
Read 5 tweets
Oct 4
@knarfmartini2 @SloCan68 @UrTokenCorgi @uraniuminsider Could be taking off now… could be later this fall. But it’s gonna happen. Urnm enthusiasm and fund flows will feed u.u to buy more physical. The resulting jump in the price of physical #uranium will create more enthusiasm and draw investment demand
@knarfmartini2 @SloCan68 @UrTokenCorgi @uraniuminsider $Urnm is a long way off it’s spring high and can easily cycle back up in the process it will help feed lbs into $u.u $spruuf fuel buyers/traders all watching this unfold will lift offers and raise bids. Some hedges will try to front run. Result will be explosive
@knarfmartini2 @SloCan68 @UrTokenCorgi @uraniuminsider If the jackasses that like squeeze plays like $gme $amc decide to join the party then look out… it will happen this cycle. The nuts that play crypto and short squeezes should be all over this trade cause it’s 💯 gonna play out even better than it did 2003-2007.
Read 7 tweets

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