ResourceHunter @_RiskReward
Former l/s trader, now uranium investor. Zero carbon nuclear energy fixes this. Europe Joined May 2021-
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ResourceHunter retweeted
ResourceHunter retweeted
$RIG $SDRL $VAL $NE $ODL.OL $HYG The rumored merger of RIG and SDRL would be positive for the combined company and industry. Dayrates have trended higher, though a merger would provide dayrate support in a current “flattish” environment due to recent project delays. Offshore…
ResourceHunter retweeted
Reallocate all the money in the IRA for hydrogen and carbon capture to nuclear.
ResourceHunter retweeted
ResourceHunter retweeted
I love this so much. Only thing missing is EROI. Either way, nuclear for the win!
ResourceHunter retweeted
Uranium Stocks Rise After World's Largest Producer Cuts 2025 Output Forecast zerohedge.com/commodities/ur…
ResourceHunter retweeted
Maybe more importantly for the #uranium market going forward - $KAP are actually re-negotiating subsoil use agreements at several key assets - effectively lowering the production profiles on each asset so they don't risk dropping below the ~80% of subsoil use limit over the next…
Peak masculinity!
ResourceHunter retweeted
Silver officially closed above $30 for the first time in over a decade. Game on.
ResourceHunter retweeted
Goldman pounding the table on AI energy theme, and pitching CCJ as top commodity idea for the space.
ResourceHunter retweeted
Goehring and Rozencwajg: "The world’s two largest producers are now both short of #uranium....these inventories would soon deplete entirely, making this cycle different....we predicted the uranium bull market would soon become chaotic– that period is now upon us"
ResourceHunter retweeted
The rally in Gold is *not* (yet) a retail thing Retail implied allocations to gold (via ETFs) are still at the bottom of the range, barely moved [despite gold breaking out to new all-time highs, and beating stocks YTD, up more than 10%]
ResourceHunter retweeted
ResourceHunter retweeted
ResourceHunter retweeted
Wow!🤯 #India's Atomic #Energy Chief says 'vision document' being prepared with a plan to increase #Nuclear power 12-fold from today's 8GW to 100GW by 2047🇮🇳🗺️⚛️⚡️🏗️👷⏫🤠🐂 #Uranium #CarbonFree 24/7 #CleanEnergy #NetZero #EnergySecurity 🌊🏄 business-standard.com/industry/news/…
ResourceHunter retweeted
this is the way. @DrJBhattacharya @jeffreyatucker
ResourceHunter retweeted
Meanwhile: Here is what silver miners did today. Game on.
ResourceHunter retweeted
#SILVER forcing the blue major resistance once again today. It will break, I thinks. $xagusd $SLV 'Silver is manipulated' trolls may shut up for a while.
#SILVER forcing the blue major resistance once again today. It will break, I thinks. $xagusd $SLV 'Silver is manipulated' trolls may shut up for a while. https://t.co/oeH71e4xdO
ResourceHunter retweeted
Some big #uranium coverage updates from the sell side this morning... @cameconews $CCJ initiated with a BUY rating from @GoldmanSachs - Price Target $55. @NexGenEnergy_ $NXE initiated with a BUY rating at @scotiabank - Price Target C$13.50. #nuclear
ResourceHunter retweeted
got uranium?
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