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Yellowbull Profile picture
Yellowbull
@Yellowbull11
Contrarian investor focused on the uranium 🐂 market. Write ups, interviews and more at ➡️ https://t.co/7pEBExCINq Tweets not investment advice.
Josef Leebmann Profile picture 1 subscribed
Feb 23, 2023 • 21 tweets • 4 min read
Uranium security of supply cycle thread🧵

With the #uranium contracting cycle gaining traction and on course for replacement rate contracting this year, another major driver for uranium demand will be the growing 'security of supply' theme. It is poised to have a big impact 🐂⤵️ (1/20) A major theme over the past year has been geopolitical tensions and global bifurcation of commodity and energy markets. The securing of supply chains and strategic reserves of raw materials is becoming more important than ever. Governments and corporations are taking note.
Feb 15, 2023 • 13 tweets • 3 min read
We are headed for an inflection point for #uranium this year, where all fundamentals that have been building up will start to matter all at once.

Knowing what equities to pick and which one's to avoid is key to get the most out of this bull market. Here is what to look for 🧵⤵️ (1) Firstly consider if you want to invest in a producer, developer or explorer, because each category brings with it its own risk/reward.

Consider a pyramid approach. High quality producers and developers as the larger foundation and then smaller layers of explorers for torque.
Sep 9, 2022 • 5 tweets • 3 min read
@ChrisCuomo Nuclear power has some key advantages that are misunderstood:
1. The waste that is produced by a nuclear power plant is roughly equivalent of one soda can per person across its entire life span. The waste, unlike that of fossil fuels, is fully captured and stored safely on site. @ChrisCuomo 2: The land needed for the construction and running of a nuclear power plant makes for a far smaller footprint compared to solar and wind energy. Combine this with the fact that far less raw materials are needed to build a nuclear power plant compared to a solar or wind farm.
Dec 27, 2021 • 6 tweets • 3 min read
(Thread) Recently someone posted a question regarding how to "hedge for #inflation" on one of the most popular #investment subreddits (r/stocks) and the response to this question totalled well over 400 comments. Of these, only 5 mentioned precious metals and 4 mentioned energy ⤵️ The most intriguing part? Only 1 of these comments gained any sort of traction (regarding $XOM) and it was met with the plenty of skepticism. Which is very odd, considering that the energy spectrum has historically been one of the very best asset classes to hedge for inflation ⤵️