Kevin Bambrough Profile picture
Retired Investment Professional on the side of truth and fairness. Tweets are just my opinions and not advice or recommendations. Looking for 10x in 10yr stuff
Οὖτις 🇺🇸 God Bless America. I identify as Οὖτις Profile picture Maje Swanoc Profile picture Contrarian Pangolin Profile picture Aurum Cimex Profile picture MarkD Profile picture 45 added to My Authors
Sep 28 15 tweets 4 min read
This storm is nearly the size of the entire state of #Florida and it’s relatively unprecedented for a storm this large to also be this powerful. The storm surge is catastrophic. #StormSurge

#climate change denying is going to get more difficult and more expensive The move from #coal to #nuclear #uranium will keep gaining momentum. I’m deeply invested in this space because I believe it’s the only practical solution that we have. Coal consumption just keeps going up each year. The push to electric vehicles is just pissing in the wind…
Sep 28 4 tweets 1 min read
Everyone must print. Don’t believe a single thing the central bankers say… all the do is react to changing conditions and ultimately make things worse.
Sep 25 4 tweets 1 min read
Good disclaimer thread by @contrarian8888

I’ll add.. one formula I always have strived for is to be right more than 50% but consistently making on average 4x what I typically lose when I’m wrong. Means that if I strongly believe something has 50% I shouldn’t be risking more than 10-15% downside

But note.. when I shoot for 10x or 20x returns I can tolerate some 100% losses in my portfolio. It’s sad when it happens but expect it to happen.
Sep 24 6 tweets 1 min read
Conviction without knowledge is deadly. I’ve watched so many people ride investments to the grave that they simply never even remotely understood. I’ve also watched many people do all the work and have immense knowledge but lacked conviction to buy and ride out the volatility
Sep 18 15 tweets 4 min read
If your a fuel buyer for a #nuclear power utility and you don’t have 10 year fuel coverage you should get busy because many of you simply will not be able to contract supplies at what your superiors currently think are acceptable prices. A price spike to at least $200/lb and sustained pricing above $150/lb is going to be required to spur investment flows into the many new mines that will be required. (As well as conversion, enrichment capacity and fuel fabrication)
Sep 16 5 tweets 3 min read
Utah… I like it darker
Sep 15 4 tweets 1 min read
Bryce Canyon Image Image
Sep 10 4 tweets 1 min read
Artists Point, Yellowstone
Aug 11 6 tweets 2 min read
My advice to $lot is to not rush into production and wait for $95/lb floor contracts with inflation escalators. Fuck spot #uranium based. Hold out and get paid. Escalate off $95/lb based on electricity prices above the model the utility purchaser is showing you. #uranium producers should be demanding way more than they are. Perhaps I will rant on this over the weekend. Most Execs at major uranium companies generally have little regard for the true historical costs that went into finding, permitting, developing, and producing…
Aug 10 7 tweets 1 min read
Fuck Another issue that brings wackos out… seems some people have been conditioned to immediately dismiss any science that points to environmental damage from humans.
Aug 3 5 tweets 1 min read
If you want to fix commodity inflation, you must encourage investment in production. Current efforts will lead to stagflation.

The interest rate hikes will hurt the poor and middle class most. When the interest rate lead recession begins to result in job losses it will be the most vulnerable amongst us that end up unemployed. Certainly not the morons in government or the elitist central bankers.
Jul 15 7 tweets 2 min read
How to invest in commodities and miners that are key to the energy transition - The Globe and Mail stocks.apple.com/ALKPgOQ7uTyClr… On the other side of the liquidity drain will be an epic shortage of commodities. Short term stocks can continue to get beaten down but the profits that will be made will be all the sweeter and more extreme as we are not investing as we should in actual solutions to our problems
Jul 10 8 tweets 2 min read
You only need to be correct 50% of the time if you make more when right then you lose when wrong.

#trading ~25 yrs ago I committed to that formula. Trying to find bets that I believed I would make 4 times as much as I was risking losing while seeking to bet successful at least 50% of the time.
Jul 6 6 tweets 1 min read
Meanwhile… massive hundred year floods hitting a commodity producing regions.

Strikes and unrest in major mining centers as the labour wages don’t cover the cost of living. Interest rate hikes and resource equity market cap shrinkage will only exacerbate the long term shortage and make the bull market move up all the more violent. Volatility is going to get more and more extreme as moronic central bankers get taught an important lesson
Jun 28 4 tweets 1 min read
This is so what the so many ‘green’ power advocates just simply don’t understand. This picture must be completely understood and digested by all. Solar wind etc is still a blip of our totally energy consumption. Despite its rapid growth it can’t even keep up with energy demand growth. We continue to use MORE coal and oil. Emerging markets and non-vehicle power use continues to grow demand for non-green
Jun 21 5 tweets 1 min read
Fiduciary duty is something I’ve never taken lightly. In my mind, fraudulent marketing is FRAUD. When your firm turns a blind I to ‘small infractions’ a cancer is fed. Small rule breaking always principates the larger and larger frauds and Ponzi schemes. Don’t think you can just sit back and focus on your own division in a company or even worse maintain a directorship or officer status in a corporation that has a growing criminal element in it. Fraud is fraud and you either stand up against it or your complicit in it
Jun 14 20 tweets 5 min read
@RealMattDamon#crypto #peak #picker #paidoff Remember, some coins have a serious energy expense to create, the advertising costs money, staff at exchanges and infrastructure, all real world bills paid for with $$$

Where did the money come from? The inflows from suckers that promoters drew into the ecosystem.
Jun 12 5 tweets 1 min read
The crypto world won’t survive the tether implosion that is abso-fucking-lutly coming. It will not meet redemptions. Everyone in the shitty ecosystem will soon know there is no off ramp The exchanges will all be bankrupted. Owners of crypto coins will not be able to get back to traditional government currency. Crypto is pure sure and those owning the crap will have to acknowledge that they’ve been scammed
Jun 7 4 tweets 2 min read
This aged well… Realty is setting in crytpo is shit and uranium is essential! Decoupling is occurring
Jun 7 5 tweets 1 min read
Life is very very short. Live it up and also be kind to those that need you and are deserving of your time and attention.

Reality smacks us all in the face at some point. Best be ready… I recently listened to a bbc program about the reality of life after signing up for ‘doctors with out borders’. Very noble cause that continually stakes participants by surprise.
Jun 3 7 tweets 2 min read
Offers getting thin and spread widening as the market place is watching SPUT stack significant cash.

Utilities have been doing the buying and taking the price higher now as they MUST to get pounds. But more importantly. They MUST to incentivize production More and more utilities and fuel buyers are now coming to market as many have put off purchases for far too long. Their tepidness of the past two years has had them mostly out of the spot market which many foolishly are still dependent on.