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KEDM.com Profile picture
@KEDM_COM
Aug 21 • 7 tweets • 2 min read Twitter logo Read on Twitter
We cannot think of a commodity in the history of our studies that has had such lopsided financial balances...

Let's talk about #uranium 🧵👇 Image
Most forecasts estimate 185-190 million lbs for 2024.

But are we considering the new reactors, including Japan's restarts?
Normally, a reactor consumes 500k lbs/year. But new reactors need 1-2 million lbs initial loading. Adjusting for these, we're thinking 205 million lbs for 2024 seems closer to the mark.
Factor in the fluctuation from underfeeding to overfeeding, plus Russia's participation, and we could see another 20 million lbs in 2024.
Western utilities observing Kazakhstan might be entering a re-stocking phase. After continuous inventory reduction, an extra 20 million lbs might be needed in 2024.
Final tally? Expect around 245 million lbs of uranium demand in 2024. It's a nuanced picture, but crucial for grasping the industry's dynamics.

Let's see how this plays out...
Want to read the full report? Join our free Monday Monitor newsletter!

👉 link.kedm.com/3nfXD0g
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More from @KEDM_COM

KEDM.com Profile picture
Jul 13
From potato farm to bitcoin miner to AI service provider?

Meet $APLD... a company still grappling with the childhood question: What do you want to be when you grow up?

Today, they chose AI, but 2 notable short-sellers aren't buying it... Image
Who's targeting them? @StockJabber of @BearCaveEmail & @WolfpackReports.

Both have tweeted about it and their full reports can be found on their respective pages.

Here's just a few things to note 👇
Year to date, $APLD stock rocketed 600%+ at its high.

Was last seen trading roughly 30% down from its 52 week high. Image
Read 10 tweets
KEDM.com Profile picture
Jul 7
When you decide to short a massive multinational wholesaler like #Walmart, you better have a damn good reason for doing so...

Certainly seems like @NingiResearch have more than a few... here's what you need to know 👇
In their report, which was flagged in our Newsletter Short Monitor, NINGI Research state that they are short both Walmart (NYSE: $WMT) & Symbotic (NASDAQ: $SYM) as a result of Walmart's risky $12bn contract with the robotics startup.

Let's take a closer look.
"In our opinion, Symbotic is not the cutting-edge company it claims to be. Its products don’t offer any innovation, lack a competitive edge, and are still in prototype status."

Yet, these prototypes are rolling out in Walmart's regional distribution centers...
Read 12 tweets
KEDM.com Profile picture
Jul 6
1/ 🚀 Strap in! @puppyeh1, renowned for shaking things up, is eyeing a new target - $ALTO Ingredients Inc., a heavyweight in the specialty alcohol & essential ingredients market!

What's going on? Keep reading...
2/ In short, Raper Capital sent a letter to the board urging them to sell key facilities to the highest bidder!

The staggering expected result? A potential stock value 🚀 by ~135%!

Here's the full letter:
rapercapital.com/2023/06/29/an-…
3/ 💼 But there's more than money on the line. @puppyeh1 argues that Alto simply lacks the resources, time, and track record to undergo its transformation.
Read 10 tweets
KEDM.com Profile picture
Jun 27
1/8 The Monday Monitor chart of the week! Let's break this one down a bit...

Saudi's PIF continues its ambitious acquisition trajectory as it positions itself as the leading bidder for a minority stake in Vale SA's ( $VALE) base metals business.
2/8 What's happening? #VALE is currently in the process of selling a minority stake in its base #metals business, with a longer-term plan to spin off this arm of the company.
3/8 Should the bid be successful, this could mark a significant leap for Saudi's Public Investment Fund (PIF) in the metals market globally.
Read 9 tweets
KEDM.com Profile picture
Jun 5
Chart and Kliff Note of the week? Here we go... Monday Monitor fresh off the press!

1/4 🧪 Brenntag SE's in the hot seat as owners PrimeStone Capital propose a divisive shake-up! Image
2/4 🤝 Backed by Engine Capital and ISS's historic endorsement, PrimeStone's plan has serious traction.

“For the first time in German history, ISS decided to endorse all nominees proposed by a “dissident” shareholder and recommend voting against all the company’s candidates”.
3/4 💰 Yet, a curveball! Germany's richest man, Klaus Michael Kuhne, holds a 5.2% stake and isn't on board just yet.
Read 5 tweets
KEDM.com Profile picture
May 9
Ok... let's talk about regional banks and insider buying.

Here's the top 5 by $ amount over the last 7 days:

$ZION: $2.046 mn
$NBTB: $1.2 mn
$EWBC: $892k
$KEY: $733k
$SFNC: $692k
Of the 46 regional banks we are tracking in our Cluster Insider Buy Monitor, we saw a total of just under $13mn in insider buying last week alone 👀

Remember, alpha is generated via inflection points and special situations...

Try KEDM 100% FREE 👇
link.kedm.com/3M4HF3F
Want to see even more? Let's go!

1/10 First up - $CATC: Insiders bought $171k on behalf of their trusts. Image
Read 13 tweets

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