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Patrick Downes Profile picture
Patrick Downes
@patrickadownes
🏂 Snowboarder 💱FX Dealer ☢️#Utwit. Energy Investor and Nuclear Energy advocate. All tweets are my OPINION only and NOT investment advice.
Stephen Leung Profile picture 1 subscribed
Oct 31, 2023 • 5 tweets • 2 min read
My thoughts on the #uranium trade, which I've shared with a few people privately lately:

1/ they think they understand the thesis, the trade, but they really don't understand just how tight and how coiled this trade is. And how limited supply is outside of basically two co's 2/ broadly speaking the #uranium trade is viewed by many (not all) to be a pump and dump based on I suppose confirmation bias from the last U bull market. But we have an entirely different setup today than in the 2000's, specifically no real NEW supply coming on.
Feb 13, 2023 • 8 tweets • 3 min read
1/ #uranium thesis update:

- We're not lacking interest, but we are lacking liquidity and funds flow, that changes quickly and typically quicker than you can position in the trade.

- When the trade gains consensus from fund managers and brokers thats when liquidity flows 2/ Right now, what were seeing is choppy markets and no real rush to buy uranium stocks, fund managers and investors interested in the trade are accumulating, but are doing so methodically and on pullbacks.