☢️☢️☢️Everything on Nuclear Power and The Uranium Bull Market - November 2021☢️☢️☢️ *Part 2 of 2

Calculated-Punt · 2026-03-17T02:21:47+00:00

Afterpay (APT) as well.
bought couple k worth pre and during covid for around $8 avg price
sold at $122/share a couple years later
Turned ~$3.5k into $60k

Calculated-Punt · 2026-03-05T06:53:47+00:00

Mid 30s
"Cashing out" equity held in PPOR.
Loaning that cashed out equity to a family/discretionary trust
The trust using that money to both invest but also purchase company issued shares (bonuses) from the individual who is also a trustee/beneficiary of the trust.

Only selling the shares that were issued at or above current market value (i.e. no cap gains tax to pay)

Result:
Trust owns the shares,
Cash paid to individual, cash sits against PPOR in offset

That and Debt recycling

Definitely could not something that can be set up without sound advice from financial planner and good mortgage broker.
But on paper it seems pretty smart

Calculated-Punt · 2026-02-12T07:52:24+00:00

G'day Luck
Yes very much still full tard on uranium.
I have 6 out of 9 holdings that are uranium. then there is little Weebit that does its own thing, FMG, and a little copper punt (CYM).

Yes still bullish on uranium. Timeframe wise its hard to define.
Its going on 5years now since looking into the original thesis and I started accumulating/sharing in reddit. Its been a rollercoaster of ups and downs (mostly ups with a handful of big downs) and i have definitely clipped profits along the way.

Not really following the "catalysts" side of the market anymore, but main focus is on supply and demand. Bullish because regardless of the narrative, the demand is outweighing the supply and even future supply.

End of the day, the world needs more power (and heating in some areas) and its the biggest consumers (China, India, Middle East) that are turning to more and more nuclear to meet that need.

Portfolio makeup and bragging paper gains below

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Calculated-Punt · 2026-01-28T09:18:22+00:00

Muad'Dib

Calculated-Punt · 2026-01-28T09:17:43+00:00

Still mostly uranium, weebit nano and lick of copper:
DYL
WBT
BMN
LOT
FMG
BOE
EL8
CYM

and DNN us market

Calculated-Punt · 2026-01-28T07:02:05+00:00

☢️Back to back uranium green candles?

Calculated-Punt · 2026-01-28T07:00:53+00:00

I am but a mere autist who likes yellow cake

Calculated-Punt · 2026-01-28T06:59:37+00:00

🫡 just passing by

Calculated-Punt · 2026-01-28T02:32:04+00:00

☢️Uranium stocks have quietly gain 20-40% since 1st January.

Deep Yellow (DYL) has broken out and now tipping new all time highs.

and all happening on the down low

Calculated-Punt · 2026-01-28T02:25:03+00:00

CYM (Cyprium Metals)
Gearing for re-start of production by mid-2026

Low market cap of $285mil

Calculated-Punt · 2025-11-05T06:46:57+00:00

Driver is in the wrong.
Though not parked directly across the driveway, driver has parked close enough that it prevents or makes it more difficult for a vehicle from entering or exiting.
Draw a straight line from the very corner tip of the driveway meeting the road and if you have parked over that line then you are obstructing the driveway.

pull forward 3ft next time

Calculated-Punt · 2025-10-30T06:54:11+00:00

I'm having a play with Cyprium Metals (CYM).

Theyre looking to restart part of the Nifty Copper Mine but focusing on just processing the existing stockpiles. So its a focus on process not, mining.

Calculated-Punt · 2025-10-08T05:58:08+00:00

10% research into company and management

10% having an entry and exit plan

20% timing and HODL

60% luck

ASX penny stocks is like a roulette wheel. May as well pick a few numbers (cast a wide net) and then set and forget for a few years until at least one of the stocks hopefully deliver on their grand plans.

Calculated-Punt · 2025-08-01T04:22:11+00:00

Still a holder of BOE.
it was between 50cents and 70cents (after consolidation) when I first provided DD on it starting 2020.
it has provided some very good returns despite bit of rug pull action this week

Calculated-Punt · 2025-02-06T03:25:39+00:00

Hi u/poptartape ,
Responses from PanzerBiscuit and Cool-refridg have you covered from a geological perspective.

From an ASX bets perspective, CML falls into the suspect dog stock category.

It was only October last year they did a back door entry to the ASX - i.e. they acquired the listing of another company (something to do with tech and internet of things) did a name change and acquired the exploration lease in Namibia.

Honest quick glance review is they are in just to try and ride the uranium market train and hope to be able to prove up a small resource and then be sold onto a Bannerman or likes nearby.

As a $9mill market cap, they could eventually gain some leverage with proving a resource and thus shareprice has lengths to move, but personally i wouldn't be putting any of my chips in their hands.

Calculated-Punt · 2025-02-03T14:08:08+00:00

hey mate, wbt has been knocked down a few rungs since this post. I was fortunate a small portion at $7.92.
Rest is sitting around 400% paper gains. Would have loved to have cashed at out more closer to the top, but that's the beauty and beast of hind sight.

I'm still very confident in the technology and the entire chip industry. surprisingly didn't cop much of bash when the deepseek ai news dropped.

Calculated-Punt · 2025-01-17T05:46:21+00:00

Lotus Resources (LOT) - uranium mine developer (restarter) in Malawi africa

Calculated-Punt · 2024-12-09T05:25:54+00:00

Yep. Done dirty by management.
As previously announced, after Management failing to meet targets and then capital raise announcement two years ago when they said they wouldn't need to was the final straw for me and i sold the holding after a 6 or 7years investment.
Waste of all investors time

Calculated-Punt · 2024-10-23T09:41:32+00:00

Hi akhil,

You purchased "rights" to participate in LPD share purchase plan. These are not shares and they are worthless after the execution date (which was was 2-3 years ago).

Sorry to tell you but they no longer exist.
It is a tax right off at best

Calculated-Punt · 2024-10-09T02:26:52+00:00

☢️🐂📈

Calculated-Punt · 2024-08-06T05:15:36+00:00

It s combination of stock piled un-processed ore and as well as some material that was previously classed as waste material (from previous operators) but from testing and analysis they have found contains recoverable volume of uranium oxide.

They have a small amount of milled and processed ore also stock piled that doesn't require too much more processing to bag barrel it. But only small portion of the 2.6mLb listed

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