$BMN.ax today closed at A$1.29; A$193M MC a 2Y low.
The last time it traded at that level was Aug 2021 right before #uranium market took off because of #SPUT $U.un

Short 🧵 about a piece of the 🧩 investors might be missing that is not (directly) related to uranium
1/ Many investors forgot that on 5/19/2022 @BannermanEnergy $BMN.ax acquired a strategic stake in Namibia Critical Metals $NMI.v
BMN owns 42% of the company's shares now.

2/

#92E $NTELF & $ISO.v $ISENF & $NXE.to $NXE
shares / companies are connected

Here's how ⏬
#uranium
1/ NexGen $NXE.to holds 50.1% of the outstanding IsoEnergy $ISO.v common shares
2/

Silex $SLX.ax $SILXY / GLE today announced a pivotal milestone for the SILEX #uranium #enrichment technology which demonstrates the ability of their laser systems to operate reliably at commercial-scale ‼️ for extended periods
Some thoughts in the 🧵
1/
cdn-api.markitdigital.com/apiman-gateway… #GLE has made great progress on its quest to become the only third-generation laser #uranium #enrichment company in the world

I highlighted important points in my notes below

This also proves the benefits of having a JV partner with deep pockets like Cameco $CCJ $CCO.to

2/

New blog post #Uranium Portfolio Update: The empire strikes back
$FIND.v $BSENF $SLX.ax $SILXY $BMN.ax $BNNLF #92E $NTELF $DYL.ax $DYLLF #1164hk $AEE.ax $AURA.l
1/
shovel-stocks.com/post/uranium-p… #uranium Portfolio development in 2022
8/30 before US market open

2/

#uranium friends from #Sweden question re Parliamentary elections 9/11
riksdagen.se/en/members-and…
From what I researched 2 parties are pro #NuclearPower & proposed programs to build out NPP & SMR
Sverigedemokraterna sd.se/vad-vi-vill/sv…
Moderaterna moderaterna.se/ostergotland/v…
1/2 What's your opinion on those parties? How do everyday people view them? What are their chances of winning?
Is there public discourse about #Nuclearpower ?
Current polls I could find: thelocal.se/20220826/new-p…

Looking forward to your comments

2/2 #uranium

#Uranium: It’s different this time?
Some thoughts on why I think that taking the last uranium bull market too literally will likely lead to missing out on returns during the most lucrative time in the cycle. However, cyclicality still applies and scaling in & out is important 🧵 1/ “It’s different this time” are regarded as the most dangerous words in #finance used by Wall Street to trick investors into bubble equities that they should sell, not buy. #fintwit

Added $CYBE @CyberOpticsCorp to my microfund "Picks and shovels plays" #wikifolio wikifolio.com/de/de/w/wf48sh…
today
Will share longer investment thesis at a later time. some insights below 1/ #fintwit #sensingprecision #MicroLED #MiniLED $CYBE CyberOptics Corporation designs, develops, manufactures, and markets high precision sensing technology solutions and system products for inspection and metrology worldwide.
Great Picks and shovels play on #semiconductors #MiniLED #MicroLED #IoT #LightsOutFactory 2/