Monolith Investments @variance_swap
"I am afraid I can't do that Dave" Jupiter Joined December 2016-
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Let's be clear, EIA is doing sketchy things when counting US commercial inventories: 1) They include inventory of US based brokers and traders(!) 2) They include inventory owned by US producers(!) 3) Speculation: Are they by any chance counting inventory owned by SPUT, stored at…
Let's be clear, EIA is doing sketchy things when counting US commercial inventories: 1) They include inventory of US based brokers and traders(!) 2) They include inventory owned by US producers(!) 3) Speculation: Are they by any chance counting inventory owned by SPUT, stored at… https://t.co/6iKGtBoEoI
US utilities are in deep trouble... only 3 yrs inventory, most of which is held by the big boys, in enriched format. A lot of those lbs are not in the utilities hands. >50mm lbs of uncovered needs by 2030 which is tomorrow in fuel cycle / mining terms. #uranium spike secured.
"Due to strong investor demand, the Company agreed with the Bookrunner to increase the size of the Placing to approximately US$175 million from the approximately US$125 million originally proposed (the "Upsize"). $YCA #uranium
Another 1.33mlbs #uranium taken out off the market by $YCA after executing their $100m purchase option with Kazatomprom $YCA had 5.46% short interest prior to this announcement, so shorters will be racing to participate in this placement to avoid being forced to buy on market
Another 1.33mlbs #uranium taken out off the market by $YCA after executing their $100m purchase option with Kazatomprom $YCA had 5.46% short interest prior to this announcement, so shorters will be racing to participate in this placement to avoid being forced to buy on market https://t.co/irBfUQNr21
SPUT / $U.UN cup-and-handle break out? Measured move suggests we go to C$35+ ($100+ / lb spot price). Someone big is throwing a ton of capital at this thing. ETF flows and flywheel could make for a wild ride esp if utility fuel buyers jump into the fray. #uranium
Break out ! $MOLY.TO
Break out ! $MOLY.TO
Something is brewing #uranium
We all know there a ton of insider trading going on... maybe DOE loan coming for HALEU facility? $ASPI
We all know there a ton of insider trading going on... maybe DOE loan coming for HALEU facility? $ASPI
Just to inform you on some of the latest information I found out. OSFM is planning on posting the redacted final restart plan next week. The final approval process is paperwork only and does not require additional field inspection. $SOC
$ASPI is hiring and headed to Texas! 🤠 Note the mention of nuclear export control regulations and "experience in heavy metal hydrometallurgy". Sounds like they're quickly moving forward on the nuclear fuel cycle side of things!
Annual US reactor consumption is ~50mm lbs and growing. Just having a 1 year extra buffer is going to move #uranium prices significantly. Utilities facing a cliff of uncovered need 2029+ will now need to compete with the US govt. for lbs. Gluck. 🤡
Thank you for listening to me. #uranium
Interesting... #uranium
If this 400mm lbs figure is even close to accurate, #uranium is going to moon. YTD volumes are anemic, and 2030 is tomorrow in fuel cycle terms.
Terrapower planning advanced reactor sites in the UK. $ASPI also looking to build a HALEU plant in the UK
🧵I revalued $APM.TO $ANPMF with new gold & silver prices. I'm still being conservative here & I'm assuming the massive cash pile they're sitting on doesn't buy a new mine (huge conservative assumption) since CEO literally said they're looking for M&A while presenting yesterday.
🧵I revalued $APM.TO $ANPMF with new gold & silver prices. I'm still being conservative here & I'm assuming the massive cash pile they're sitting on doesn't buy a new mine (huge conservative assumption) since CEO literally said they're looking for M&A while presenting yesterday. https://t.co/6zkUX3rY0O
A beautiful bull market. 5-yr CAGR north of 20%, and another 20%+ on its way over the next 5. Uncorrelated / idiosyncratic returns. #uranium
If you think there is limited downside to spot #uranium going into next year, you can buy SPUT / $U.UN June 2026 risk reversal C$24 / C$30 for near zero cost.
$MOLY.TO trading at <10% of NPV at current moly prices. I get that 6% is the wrong rate, and building a mine in the middle of nowhere is not easy, but there is a right px for everything? CEO keeps buying, MOU with Hempel Group after German Defense Minister just visited Greenland
John Quakes @quakes99
91K Followers 35K Following Retired Earth Sciences Researcher, Professor, Analyst, Writer, Trekker and Explorer. 🥾🌎 Invested in the Global #Nuclear & #Uranium Renaissance 🌅⚛️⚡️⛏️ 🤠🐂
Josh Young @Josh_Young_1
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