A speculator and resource mutt.
Most definitely a #UraniumAsshole
Sep 30, 2020 • 9 tweets • 2 min read
1/9 Notes on the @CruxInvestor interview with $EU's Sheriff.
Not done acquiring - $LAM makes so much sense here but the Oz assets don't fit. $AEC seems like a poor fit after listening to Bill unless they would sell partial assets. Could M&A of sorts with $AZZ be beneficial?
2/9 Not a single jurisdiction - Texas is clears a key to the strategy but New Mexico is the cornerstone of the strategy. It would be interesting to see the economics of trucking or railing the resin to Texas. Is the current plant(s)) enough or does $EU need another? ...
Sep 6, 2020 • 9 tweets • 3 min read
1/9 Anybody have time for #MonkeyMath? We don’t know if Appia will have to same resource size or value as Round Top. What we can do is use comps to arrive at a value for Appia IF IT DOES. Then makes some extrapolations at different resource sizes. 2/9 One thing Appia has going for it (and this is a very big deal) is that they will have lower capital costs due to the province providing the capital intensive processing facility.
Jul 22, 2020 • 5 tweets • 2 min read
These are a few of my favorite things 🎵🎶🎵
#uranium#charts
Eff you you. I think we can call that a trend break on MONSTER volume.
May 18, 2020 • 6 tweets • 2 min read
1/6 - Not sure how much I trust my recollection because I am squarely middle aged now and I was pretty new to #uranium back then. I think everyone sees the parallels now although the COVID shutdown and its impact on global supply chains is new.
2/6 - I don't really recall energy security being a factor in the 2000's either. Uranium miners as an investment were very unloved (familiar?) When I told friends I invested in them as a them they looked at me like I had three eyes.
Dec 30, 2019 • 6 tweets • 2 min read
1/X - Gonna share some thoughts on possibilities with from here. I see some similarities to REEMF and want to draw those out. I am not trying to talk the stock down as I think it is great and has good returns ahead.
2/X - I am creating a plan and if I am close I will re-enter lower when the technical risk is lower. If it runs away (a real possibility) I am very happy with my gains and will be happy for those that make future gains.
Sep 10, 2019 • 5 tweets • 2 min read
A few good #uranium charts out there. Quite a few ugly ones too.
@DenisonMinesCo up nicely as it slices through the 50 DMA. MACD looks set to follow RSI into positive territory.
Aug 28, 2019 • 4 tweets • 2 min read
1/4 I do think could probably play connect the dots better for some retail investors but I am sure that isn't the target market. Here are the modern drills around the discovery zone. 2/4 Here is the DC- Resistivity Map
Green shoots? A couple charts looking exhausted to the downside to me. #uranium#ree.
Appia had a nice recover off its lows today and regained the uptrend line. Volume picked up in the process. Trendline remains suspect until we make a higher high though.
Just a couple words of commentary before the charts. Friday's move against the entire US U sector was incredibly reactionary and opportunistic. As we have discussed in the past couple weeks the bigger US stocks were rolling over...
...from an oscillator perspective and were technically vulnerable. had broken down from its price trend. had just failed a test of resistance. None of this could have predicted Friday IMO but it did hint that down was the next move.
2/9 One thing Appia has going for it (and this is a very big deal) is that they will have lower capital costs due to the province providing the capital intensive processing facility.
