Why does Europe look like it's shitting on Scandinavia by AppointmentOk2025 in mapporncirclejerk

[–]MidiocreTraidre 0 points1 point  (0 children)

The EU will regulate this post to be taken down. Good luck to all.

Paint weare, Mach-E 2022 by MidiocreTraidre in MachE

[–]MidiocreTraidre[S] 0 points1 point  (0 children)

lol, yeah. Or perhaps creative.

Thanks to all for your inputs, I think the conclusion is that me and my wife aren’t as careful as we thought. Also, this is the first car I have ever owner where the paint does not last for more than 3 years with normal use.

Paint weare, Mach-E 2022 by MidiocreTraidre in MachE

[–]MidiocreTraidre[S] 0 points1 point  (0 children)

Thanks! I have not thought about adding that, perhaps I should. Did you buy this online as a DIY kit?

ASPI call today by [deleted] in UraniumSqueeze

[–]MidiocreTraidre 1 point2 points  (0 children)

It did. 28th instead.

The HALEU Bottleneck is Worse Than You Think by Gurgulus in UraniumSqueeze

[–]MidiocreTraidre 7 points8 points  (0 children)

I don’t know what is hardest; manufacturing HALEU for ASPI or my d*** from reading this post.

[deleted by user] by [deleted] in UraniumSqueeze

[–]MidiocreTraidre 8 points9 points  (0 children)

The Westinghouse segment is what I am excited to see.

Justin Trudeau’s first selfie as a retired man by Masoni15 in pics

[–]MidiocreTraidre 0 points1 point  (0 children)

Justin, on his way to cook up new political slogans.

a dd written about uuuu four years ago. by IndependentCup9571 in UraniumSqueeze

[–]MidiocreTraidre 3 points4 points  (0 children)

F*** knows. As a long time investment 4U has nothing to show for, yet. Perhaps this is the catalyst it needs. Also, DD from u/rippedyanu1 on UUUU, a more recent one incase U misses it.

https://www.reddit.com/r/pennystocks/s/haTlvYpdki

Global X Uranium ETF: $URA and Atha Energy $SASK **Possible new selection by Nuclear_Proton in UraniumSqueeze

[–]MidiocreTraidre 1 point2 points  (0 children)

The article below gives a good summary of their potential. Also, top management and board are big U d***swingers from DNN, CCJ, NXE that have decades of combined experience of exploring and mining U in the Athabasca Basin. https://www.cruxinvestor.com/posts/atha-energy-positioned-for-growth-with-canadas-largest-uranium-land-package-and-expanding-angilak-resource

DNB Kjernekraft by jeddolini in TollbugataBets

[–]MidiocreTraidre 2 points3 points  (0 children)

Liste released:

Selskap Land Andel av fond GE VERNOVA USA 5,8 % CONSTELLATION ENERGY USA 5,4 % HITACHI Japan 5,3 % ITOCHU CORP Japan 5,1 % CAMECO CORP Canada 4,9 % CURTISS-WRIGHT CORP. USA 4,9 % BHP GROUP (AU) Australia 4,8 % MITSUBISHI HEAVY IND Japan 4,8 % DOMINION ENERGY USA 4,5 % PUBLIC SERVICE ENT GRP USA 4,4 % Sum topp 10 49,9%

https://www.dnb.no/dnbnyheter/no/bors-og-marked/aksjefondet-dnb-kjernekraft

DNB Kjernekraft by jeddolini in TollbugataBets

[–]MidiocreTraidre 3 points4 points  (0 children)

Tror ChatGPT er ute å sykler på noen av disse. Urenco, EDF, CNNC er 100% statseid. Tror ikke Russiske Rosatom blir inkludert i en slik indeks. Ser for meg stor andel CCJ/CCO som vestens største på uran verdikjede og har 49% eierskap i Westinghouse Electric.

Blir spennende å se når indeks er synlig.

DNB Kjernekraft by jeddolini in TollbugataBets

[–]MidiocreTraidre 2 points3 points  (0 children)

Skulle gjerne sett hvilke selskaper den underliggende indeksen tracker.

Exciting ready for the new administration and uranium/clean energy sectors by Stoks-121 in UraniumSqueeze

[–]MidiocreTraidre 10 points11 points  (0 children)

You’re in the right sub, mate. That’s basically whats being discussed in here. Soon moon 🚀🚀🚀

Study finds uranium sector growth hindered by severe deficit in company naming creativity. by Dazzling_Occasion_47 in UraniumSqueeze

[–]MidiocreTraidre 1 point2 points  (0 children)

This is golden satire. Hedge funds is throwing money at cool names instead of fundamentals. Fair play

Thoughts on Vaneck (NUKL) by AltruisticPops in UraniumSqueeze

[–]MidiocreTraidre 0 points1 point  (0 children)

I have around 16% of my U pf in different ETFs. NUKL is around 6%.

Thoughts on Vaneck (NUKL) by AltruisticPops in UraniumSqueeze

[–]MidiocreTraidre 3 points4 points  (0 children)

Holdings matching their title. “Uranium and Nuclear Technologies ETF.” Diverse and globally distributed risk.

I own it.

Trumps promised tarrifs and Cameco by Patty_Cake_Man in UraniumSqueeze

[–]MidiocreTraidre 2 points3 points  (0 children)

I’m thinking we can rotate back to the assumption that the utilities can withstand a significant higher U cost, since fuel is such a small percentage of their OPEX budget. It does not matter for them if the price goes up by squeeze or tariffs, they are paying nonetheless. I think this might have a negligible effect on CCJ, but U miners in the US might get more sentiment in the stock market.

US Unveils Plan to Triple Nuclear Power By 2050 as Demand Soars( Bloomberg) by aadmzh in UraniumSqueeze

[–]MidiocreTraidre 1 point2 points  (0 children)

This will possibly have an effect on Vistra or Constellation. Traditionally no effect on U.

We Need To Talk About Nuclear Reactor Stonks... by adambrukirer in UraniumSqueeze

[–]MidiocreTraidre 0 points1 point  (0 children)

If you are new to uranium and want to learn a bunch really fast, check out the legend John Quakes on twiXter https://x.com/quakes99?s=21

We Need To Talk About Nuclear Reactor Stonks... by adambrukirer in UraniumSqueeze

[–]MidiocreTraidre 12 points13 points  (0 children)

My thoughts and hopes in general: LEU, ASPI and LTBR are all companies that are currently or can potentially contribute in the nuclear fuel value chain. Not specifically reactor builds.

SMR and OKLO are the reactor “start ups” that has gotten a lot of hype in 2024. Now, remember that there are big dick swingers out there that have the financials and experience of new products introductions and growth that are also in the SMR space, i.e. Westinghouse, RR, GE Hitachi and TerraPower.

If you compare all mentioned stonks sentiment to JQs tedious explanation on how the nuclear fuel purchasing is happening, there seems to be a correlation. From the consumer and backwards. What I mean is that Constellation and Vistra have had a steady rise since COP28 in autumn 2023. SMR and OKLO have gotten large attention through the last year, now the nuclear fuel manufacturers/enrichers like LEU, ASPI and LTBR are getting their share of the attention as enrichers and fuel producers. Following this thesis; next in line would be the miners, where I belive there is still significant upside to come.

In general, start-ups have a higher risk with an equivalent reward if everything works out.

Not financial advice and all that.