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Casper J. Nuclear advocate 🇩🇰 Profile picture
Casper J. Nuclear advocate 🇩🇰
@casperj33081634
ICU-nurse. libertarian. love freedom, hates government. Milton Friedman for President. Investor in the uranium sector for the long run.
Sep 30, 2023 • 5 tweets • 1 min read
1/
 Ok we need to talk about kazatomprom

People who have been paying attention know that after the kazakh government decided that $kap should sell part of the Budenovskoye mine to Russia, this caused large part of the management to leave the company….

mining-technology.com/news/deal-with… 2/
 In protest.

New management have now been implemented, but we know its just a puppet-management, and its the Pro-russian sovereign wealth fund/kazakh government who control the Company.
Mar 2, 2023 • 4 tweets • 1 min read
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A short thread about why windturbines are useless.

Denmark has a huge capacity of wind-energy compared to our country size. A few weeks ago a big storm went over Denmark, making the wind-turbines produce way over 100% of Denmarks electricity needs.

This pic is a actual…. Image 2/
 Screenshot of our countrys energy-situation at the time.

The entire countrys electricity consumption(3) is 4,7GW. Wind produces(2) 5,3GW.

We are exporting electricity to all our neighbouring countries that day.
Feb 25, 2023 • 11 tweets • 2 min read
1/
 The king has returned.

Sir Mike Alkin has returned from the land of ignorant nuclear fuel buyers, and corrupt price-reporters, to share his pearls of supply/demand wisdom, to comfort our rattled investing nerves.

Main takeaway from the @BloorStreetCap interview: thread👇 2/
 The uranium investing thesis can be boiled down to one thing only: Its a supply/demand story.

In the last cycle the uraniumprice didnt go to 137$ because of the cigar lake mine flooding, fuelbuyers panic or other single catalysts.
Nov 5, 2022 • 4 tweets • 2 min read
This is a CAT994A.

It Burns ~1000 liters of fuel in 12 hours. Moving ~250 tons of dirt to extract materials to produce ONE Tesla battery.

And people still call it “zero emissions” when they drive their eletrical car 🤷‍♂️
Jul 27, 2021 • 8 tweets • 2 min read
The Lassonde curve. Thread 👇

Described by Pierre lassonde, this outlines a mining-companys life stages, beginning at exploration and ending at production. It shows the perceived value (i.e. stock value) that investors may assign at each life stage, as seen in the pic below👇 In my opinion, most uranium developers Are in the end of the orphan period(red Arrow). This period consist of a already discovered asset in the ground, wich are undergoing feasibility studies, permitting, enviromental assesment ect.

We are right before the start of financing..