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Kevin Bambrough Profile picture
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Feb 4 • 3 tweets • 1 min read
Crazy thing is I’m actually bothered by the modest reaction in the price of $moly Greenland resources vs the price of #molybdenum

It has me fired up and wanting to get people to wake up and see what’s happening here.
This has happened over and over again in my investment career. People don’t give a fuck until they are good and ready. Good thing is it makes it easy to hold on for big wins when you understand the company and sector vs a dumb ass market that prefers to trade $tsla
Despite stupid valuations on top of pathetic real earnings growth

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More from @BambroughKevin

Kevin Bambrough Profile picture
Feb 4
Booking to do an interview with @leadlagreport later this month. Excited as hell to talk about both #molybdenum and #uranium and the joys of hunting where brokers refuse to pay analysts to look
With #molybdenum hitting all time high yesterday I’m excited to see it break and where it ends up running to. Reports keep coming in that there is nearly no stock piles to be had and it’s about to really get crazy. EU industries depend on this ingredient for their steel industry Image
Inflation adjusting the all time high probably targets a run to $53/lb

And like all other metals… the macro for molybdenum is more bullish this cycle than last.

Very few pure plays other…
Read 18 tweets
Kevin Bambrough Profile picture
Feb 3
Funny… I try to point out to people that #molybdenum is making an all time high and is up around 28% this week. Super squeeze… and I get crickets.. cause basically no one is invested and/or cares as a result.
Just goes to prove the huge opportunity that exists in looking for great stocks in sectors that nobody covers. The financial industry will only get actively involved in the #molybdenum sector (or #uranium sector) at as we near peak and stocks like $moly are well valued
And there’s commissions to be earned trading the stock and investment banking fees to be had from raising big dollars or consulting on a take over. The dynamics of the what it takes to get broker coverage make this inevitable
Read 4 tweets
Kevin Bambrough Profile picture
Feb 3
Remember all the life extensions, restarts and huge and growing numbers of new builds are all way above the #uranium industries forecasts
Macro is locked and loaded for an epic highly profitable squeeze in the price. The sleepy industry fuel buyers are about to be rocked because they say none of this coming and don’t understand how aggressive the capital markets will be now
Maniac equity investors that pay stupid multiples at bubble peaks haven’t even joined the part yet. When they do they will pour capital into SPUT and send #uranium prices to the all time inflation adjusted high of $200/lb. It’s simply inevitable. It’s how markets work.
Read 4 tweets
Kevin Bambrough Profile picture
Jan 27
The 2023 forecast reduction 4-5 mln lb of #uranium production guidance by $kap is huge in context of global production of ~120 mln lbs.

Toss in sky high SWU pricing and overfeeding and we got a very serious shortage in the world. I think we see $90’s/lb this year.
Possibly higher and all uranium stocks will double from here. Smaller ones 3x plus
Cormark analyst Nicolas Dion referenced a previous guidance of 22,500-23,000 tU in his morning note. #uranium

More than wipes outs a future years contribution of $pdn put this in context.
Read 6 tweets
Kevin Bambrough Profile picture
Jan 25
2mln shares of $sput traded… atm should be getting some significant dough now. Chart looks good. Perhaps the sanctions will be coming.. and it will light the #uranium market on fire
Seems crazy to me that sanctions haven’t been put in place yet. Only reason must be that the industry is lobbying behind the scenes to prevent them because they screwed up and are in fact very desperately dependent on Russia. I think they should stfu and pay up
It’s nuts cause the price of #uranium is virtually irrelevant to the total cost of nuclear power. It sickens me to know that the nuclear industry is still okay buying from Russia. But… I guess that’s the kinda people we have in that industry.
Read 5 tweets
Kevin Bambrough Profile picture
Jan 25
Had a ‘vision’ that Rosatom was finally slapped with sanctions like it bloody well should be. Spot #uranium took off like rocket and $u.un $sruuf ripped. In the ‘dream’ all the talk was about how SPUT had to turn off the ATM because uranium lbs could not be sourced.
Of note, last cycle when the price was exploding higher from $70-90/lb it was in part because word got out that there was simply no lbs to be found and as a result Uranium Participation Corp (SPUTs original name) could not raise funds so it was bought aggressively - squeezed
It’s been a long wait but I’m convinced that this cycle will explode higher the same way. Lbs will not be able to be sourced. ATM will have to be turned off and the price of both physical and $u.un will rip higher. Rosatom being sanctioned could be the catalyst
Read 4 tweets

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