John Quakes Profile picture
Jan 29 12 tweets 24 min read
To build your own #Uranium #mining #stocks portfolio📂 of #U3O8 equities traded in #Canada, #USA, #Australia & #UK🛒 U could choose from the holdings of 100% pure-play '@Sprott Uranium Miners ETF' $URNM 🇺🇸🇦🇺🇬🇧🛒⚛️⛏️🤠🐂 #Nuclear #investing #NetZero #ESG🏄‍♂️ sprottetfs.com/urnm-sprott-ur…
Lowest risk #Uranium #investing option🦺 is a Fund that stacks raw #Nuclear fuel #U3O8🏦⚛️ providing direct 1-to-1 exposure to U3O8 Spot price.📈👯 In North America that's @Sprott Physical Uranium Trust (TSX: $U.UN $U.U OTC: $SRUUF)🇺🇸🇨🇦 & in #UK Yellow Cake plc (AIM: $YCA)🇬🇧🛒⛏️
If U prefer ETF baskets of #stocks for 1-trade in & out U sector exposure:🧺 on NYSE🇺🇸 LSE🇬🇧 ASX🇦🇺 is 100% pure-play @Sprott Uranium Miners ETF $URNM; 100% pure-play Horizons Global #Uranium Index ETF $HURA on TSX 🇨🇦; Global X Uranium(70%)/#Nuclear ETF $URA 🇺🇸 $URNU 🇬🇧 $ATOM 🇦🇺🤠
Investors in #Europe🇪🇺 & #UK can now choose from several new #Uranium ETF tickers: @hanetf's 100% pure-play @Sprott #Uranium Miners UCITS ETF $URNM (USD) $URNP (GBP)🇬🇧 $U3O8 (Euros)🇩🇪🇮🇹 and Global X Uranium/#Nuclear UCITS ETF $URNU (USD) $URNG (GBP)🇬🇧 $URNU (Euros & CHF)🇩🇪🏰🤠🐂
If you're just beginning to invest in #Uranium #mining #stocks👼 then a great starter is #investing in one of the Pure-Play Uranium ETF's: $URNM 🇺🇸🇬🇧🇦🇺 or Horizons Global Uranium Index ETF $HURA 🇨🇦 giving U broad #U3O8 sector exposure while U do your research📚🧐👇#Nuclear⚛️🤠🐂
The only publicly-traded actively-managed #Uranium #mining #stocks fund is #UK's NCIM Geiger Counter Ltd $GCL in London🇬🇧 with Top 5 Holdings reported as NexGen $NXE Ur-Energy $URG Cameco $CCJ Paladin $PDN & Uranium Energy Corp $UEC 📂 #investing #ESG🤠🐂 ncim.co.uk/wp/geiger-coun…
I've been researching📚🧐 and accumulating🛒 a large #Uranium #mining #stocks portfolio📂 for many years👴 positioning for a new U bull market.🤠🐂 If you're looking for ideas💡 on #Canada/US companies for your own due diligence🕵️‍♂️ then U might find some candidates here:👇☘️🌈💰🦄
I'm no authority on #Uranium #mining #stocks traded in #Australia🇦🇺 but last year @StockheadAU published a comprehensive Guide to #ASX-traded U stocks.👇 Check with @Stokdog & @PatrickaDownes who have a lot more info on new U names trading on ASX.🦘⛏️🤠🐂stockhead.com.au/primers/uraniu…
With a #CarbonFree #Nuclear Renaissance spiking #Uranium demand🌄⚛️🏗️⏫ just as #U3O8 is in a deep supply deficit⛏️⏬ while the West pivots away from #Russia 🇷🇺⛔️🪖 26 January Bloomberg Consensus Estimates & Targets🎯 can lead U to deeply undervalued U #mining #stocks🛒💎 🤠🐂🏄‍♀️
I built a vast library of tweets🐦 providing Analyst Research Reports & 12-month Price Targets🎯 for #Uranium #Mining #Stocks 📚 to aid your due diligence🧐 but, sadly, Twitter has removed their editing tools.😡 #Nuclear #energy #investing💰⚛️⛏️🤠📄👇twitter.com/i/events/13963…
My Twitter Feed is a huge Library of #Uranium #mining #stocks & #Nuclear #energy Reports, Videos, News, Articles, etc.📚 Browse or use Twitter Search🔍 to find stuff, such as:

quakes99 Target
quakes99 portfolio
quakes99 reactors

Choose 'Latest' tab results!😉 Good Luck!☘️🌈💰
U will find hundreds of #Uranium #mining company interviews & presentations on the "U3O8 Seeker"⚛️⛏️🔍🤠 @YouTube Playlist!📽️🧑‍💼 Huge compilation of U #stocks & #Nuclear #energy videos🎬📺🐘#Canada #USA #Australia #UK #Africa #Argentina #NetZero #ESG 🏄‍♂️👇👀youtube.com/playlist?list=…

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More from @quakes99

Jan 22
1)#Russia's war on #Ukraine🪖 led to prices for #Uranium Conversion & Enrichment SWU more than doubling in 2022⏫ in a price wave🌊 cascading down #Nuclear fuel cycle towards mined #U3O8⛏️ as per Cantor Fitzgerald👇 as enrichers switch to "overfeeding".🍼🍼 A thread for U!👨‍🏫🧵👇2
2)#Uranium is a very different fuel than #coal & #gas that are burned "as is" in #electricity power plants.🏭⚡️ #Nuclear reactor fuel needs to be specially processed & then packaged into fuel rods that are then loaded into reactors to generate #CarbonFree electricity.🌞⚛️⚡️👇../3
3)Mined #Uranium⛏️ is processed into drums of Yellow Cake #U3O8🛢️ that in the west are shipped🚢🚛 to plants in Canada, US & France for "Conversion" into a gas form called #UF6 which is then shipped in cylinders🚛 to plants in US & Europe for "Enrichment" into #Nuclear fuel.⚛️👇4
Read 24 tweets
Dec 18, 2022
1) The #investing opportunity in #Uranium⛏️💰 emerges from an accelerating #Nuclear Renaissance🏎️⚛️🏗️ creating unprecedented demand for #U3O8🛒 that was already in a deep multi-year structural supply deficit⏬ that can only be repaired by far higher #U3O8 prices.✖️2⃣⏫🐂🧵.../2👇
2)The #Uranium #mining #stocks #investing thesis in a nutshell🥜 is that after Fukushima the #U3O8 price sank, new mine projects were cancelled, many mines closed, investment dropped💰⤵️ as investors mistakenly thought '#Nuclear #energy is dying'🪦 but they were wrong!✖️😯../3👇
3) #Nuclear #energy has recovered over the past decade⚛️🏗️⤴️ so that #Uranium demand today is back where it was before Fukushima & surging higher.🌞 A #Nuclear revival has been underway for years📈 now kicked into high gear🏎️ by an #EnergyCrisis & #NetZero targets.🎯⚡️⏫ .../4👇
Read 6 tweets
Dec 12, 2022
1) As promised, here's a thread showing how #Uranium requirements for just one typical 1000MW #Nuclear reactor in the West have increased by over 9% since #Russia invaded #Ukraine🪖 pushing up mined #U3O8 feed by nearly 20% in new enrichment contracts.🧾⛏️ Old 2021 model.👇🧵...2
2) For illustrative purposes I'll use Spot #Uranium & #Nuclear fuel cycle prices published by @Numerco a year ago on 16 December 2021 before #Russia's invasion🪖 when optimal tails assay was 0.146%:
#U3O8 $43.26/lb
Conversion $16.01/kgU
UF6 $129.04/kgU
SWU $56.13
👇🧵.../3
3) Plugging that data into UxC's #Nuclear Fuel Quantity & Cost Calculator🧮 to determine mined #U3O8 required for a typical 1000MW reactor using WNA's published average of 24,300 kgU of 4.5% Enriched #Uranium Product (EUP) yields 489,284 lbs #U3O8 per 1000MW (1 Gigawatt)👇🧵../4
Read 8 tweets
Nov 6, 2022
1) The #Uranium #mining #stocks #investing thesis in a nutshell🥜 is that after Fukushima the #U3O8 price sank, new mine projects were cancelled, many mines closed, investment dropped💰⤵️ as investors mistakenly thought '#Nuclear #energy is dying'🪦 but they were wrong!✖️😯../2👇
2) #Nuclear #energy has recovered over the past decade⚛️🏗️⤴️ so that #Uranium demand today is back where it was before Fukushima & surging higher.🌞 A #Nuclear revival has been underway for years📈 now kicked into high gear🏎️ by an #EnergyCrisis & #NetZero targets.🎯⚡️⏫ .../3👇
3) Rising #Nuclear fuel demand🌞⚛️🏗️⤴️ as #Uranium production declined⛏️⤵️ has led to a massive mined U supply deficit⏬ estimated last year by industry consultants at ~65M lbs #U3O8 in 2022, partially offset by ~20M lbs of 'Secondary Supply' from other non-mined sources⛏️.../4👇
Read 5 tweets
Oct 9, 2022
1) #Zaporizhzhya #Nuclear plant update: Grid power restored, all 6 reactors in cold shutdown= no fission, no possibility of runaway chain reactions, meltdowns or other severe events.🦺 Even without grid power & backup generators a radiation release is "extremely unlikely"../2🧵👇
2) #Zaporizhzhya NPP's reactors were upgraded after Fukushima⚛️🧰👷 to prevent any hydrogen explosion & radiation release💥 as happened in Japan due to the lack of a steel-reinforced concrete containment dome and passive hydrogen venting in their 1960's vintage reactors.☮️.../3👇
3)#Zaporizhzhya NPP's "passive" hydrogen safety systems require no external power so that even if backup power is lost there can be no hydrogen explosion as happened at Fukushima.🦺 ZNPP's steel-hardened sealed containment domes remove threat of #nuclear radiation "leaks"🌞../4👇
Read 4 tweets
Oct 2, 2022
1) The #Uranium #mining #stocks #investing thesis in a nutshell🥜🧵 is that after Fukushima the price of #U3O8 sank, new mine projects were cancelled, many mines closed, investment dropped 💰⤵️ as investors thought "#Nuclear #energy is dying"🪦 but they were wrong!✖️😯 .../2👇
2) #Nuclear #energy has grown steadily over past decade so that #Uranium demand today is back where it was before Fukushima.🌞⚛️🏗️↗️ A #Nuclear renaissance has been quietly underway for years📈 & has been kicked into high gear by the #ClimateCrisis & #EnergyCrisis.🏎️🏗️⏫ .../3👇
3) Rising #Nuclear demand🌞⚛️🏗️⤴️ as #Uranium supplies declined⛏️⤵️ has led to a massive mined supply deficit⏬ estimated earlier this year by industry consultants at ~65M lbs #U3O8 in 2022, partially offset by ~20M lbs of 'Secondary Supply' from other non-mined sources.⛏️.../4👇
Read 5 tweets

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