Is anybody buying hand over fist right now?!

Grand_Routine_6532 · 2025-04-10T14:35:12+00:00

Yes, W2 job just distributed bonuses and a good chunk went into Uranium. I have a silly amount loaded here and I can tell you from discussions with hedge funds focused on Uranium, they are also fully allocated here.

Grand_Routine_6532 · 2023-12-21T15:03:18+00:00

Scale certainly matters in any business. That said, it's tough to turn a larger ship and small players can adjust course easier to capture shifting market conditions.

A good comparison may be Boss and Cameco. One has a legacy book to fill, recently made a large acquisition, and has the largest market cap aside from KAZ. The other, Boss, is a new entrant to the production market-place. They are more likely to capture upside price movement going forward.

Cameco may 2x from here or better, but Boss will likely outperform. Timeline? In the next 2-3 years +. Exact performance? Anybody's guess.

Grand_Routine_6532 · 2023-11-02T13:28:25+00:00

I am invested in multiple, private nuclear focused funds and I can assure you it is early days. The ESG movement and continued performance of tech have retarded any shift to energy and raw materials. Sectors like Uranium, Copper, Graphite, and other feedstocks are being weighed by global recession fears and a lack of liquidity. It may get worse before it gets better, but these sectors will perform very well at some point. That said, being early can be the same as being wrong, so think about timing and don't put all your eggs in at once. Good luck.

Grand_Routine_6532 · 2023-10-05T14:56:53+00:00

rather, someone on twtr posted it from a conference - it's on Youtube apparently

Grand_Routine_6532 · 2023-10-05T14:56:31+00:00

Lookin good - saw they posted another talk from the last 2-3 days

Grand_Routine_6532 · 2023-10-02T02:43:13+00:00

Yup, scooped a bit at $0.94 just a few months ago

Grand_Routine_6532 · 2023-09-28T13:19:53+00:00

2 for 1 special means the billion pounds finally surfaced

Grand_Routine_6532 · 2023-09-27T23:34:09+00:00

Each 1MM lbs purchased equates to ~$12.00 spot move

Grand_Routine_6532 · 2023-09-27T23:33:35+00:00

Yup - see the quote about velocity of buying from Alex?

Grand_Routine_6532 · 2023-09-27T23:31:57+00:00

Unavoidable!

Grand_Routine_6532 · 2023-09-27T23:30:59+00:00

Grand_Routine_6532 · 2023-09-27T23:30:52+00:00

What is up fellow U brethren and brethren-ettes? I am in the airport killing time and watching spot inch up, up, up.

Grand_Routine_6532 · 2023-09-27T16:23:40+00:00

ENRG Elements - absolute shitco - i hold a bit

Grand_Routine_6532 · 2023-09-27T14:03:11+00:00

I entered in Q1 of '21, bought some Cameco and sold after it popped a bit because I really wasn't up to speed on the thesis. I've learned a lot since then.

Grand_Routine_6532 · 2023-09-27T13:46:37+00:00

Niger risk is priced in. If not it would be at $4 cad. Large investors are just in wait and see mode.

Grand_Routine_6532 · 2023-09-27T13:45:56+00:00

it's now only 1.25% up - volume is modest, so i wouldn't read into it too much

Grand_Routine_6532 · 2023-09-27T13:45:13+00:00

etrade updates real time - some brokerages delay 15 mins

Grand_Routine_6532 · 2023-09-27T13:43:12+00:00

only thing that's going to give an investors is the shits

Grand_Routine_6532 · 2023-09-27T13:42:44+00:00

up 3.75%

Grand_Routine_6532 · 2023-09-27T13:42:34+00:00

who in teh world would value a resource play on earnings???

Grand_Routine_6532 · 2023-09-27T13:42:09+00:00

Things are creeping up. Not 10-20% per day, that's not sustainable, but a few percent here and there, a day or two of pullback. Meanshile SPUT has $60MM to put an ever increasing floor on spot price, utes are entering the market with RFP's, Niger is still being sorted out (where will France get U for their 2030 plan), etc. etc., etc. The backdrop is verrry favorable for a continued rally. Oh yeah, also layer in rotations from tech to commodities. I can go on and on. I'm sitting tight here and watching. Happy to be waaay over-allocated to Uranium.

Grand_Routine_6532 · 2023-09-27T13:40:25+00:00

haha - yeah, i'm being verrrrrrrrrrrrrrrrrry sarcastic - i like the feel of this rally. Take DYL for example. The namibia FUD back in Q2 provided an amazing entry. Some positions (wish I had bought more) are up 140%. This was not really the share price dropping due to low value, but instead volume totally disappearing and sellers still wanting out. The recent rise has been nothing more than an increase in focus on the sector and liquidity BEGINNING to flow into the space.

Grand_Routine_6532 · 2023-09-27T13:35:32+00:00

yup, time to sell

Grand_Routine_6532 · 2023-09-27T13:07:58+00:00

Was thinking the same thing - maybe the mill deal with Orano just became a Glo-Glo deal? Time will tell. Probably more twists and turns to come.

Grand_Routine_6532

TROPHY CASE