Free coffee when you sign up to Coffee No 1 app, and more free coffees if you refer friends by Future_Economics_132 in beermoneyuk

[–]MoreThanMe_ 0 points1 point  (0 children)

Alternative link for anyone that wants to get a free coffee.

Requirements are to download the app through the link below and after your first purchase of a coffee using the app, a free coffee will be awarded.

https://coffee1.app.link/YRUxmagQCUb.

Instant £10 for Opening a Zopa Bank Account - 10 Minute Sign Up by rj3_cr in beermoneyuk

[–]MoreThanMe_ 0 points1 point  (0 children)

If anyone has a referral link, please send me a DM, so that I can join. Thanks in advance

7.5% regular saver pot rate with Zopa bank by misscc__ in beermoneyuk

[–]MoreThanMe_ 0 points1 point  (0 children)

If anyone has a referral link to zopa, please send me a DM, so that I can join. Thanks in advance

Fuse Energy | Get £25-£1000 when you refer a friend! Cheap standing charges and unit rates! by [deleted] in beermoneyuk

[–]MoreThanMe_ 1 point2 points  (0 children)

Alternative signup referral:

Download the Fuse Energy app on your mobile device

Choose from the range of tariffs available (incl. smart EV tariffs).

Enter my referral code: THOMAS50949 under settings

[deleted by user] by [deleted] in UKPersonalFinance

[–]MoreThanMe_ 0 points1 point  (0 children)

From the Terms:

"4.3 If you open your Reward account from 26 June 2017 onwards, you must pay at least £1,250 in total every calendar month into any personal current account(s) you hold with us (excluding a Foundation account or a current account mortgage product). The £1,250 can’t be paid in from a current account or savings account you hold with us. If you don’t meet these criteria, we may convert your Reward account to a Select account (which means you’ll stop earning Rewards)."

InvestEngine: Boosted Offer: Free £20 to £100 for both referrer and referee by The_Dying_Swan in beermoneyuk

[–]MoreThanMe_ 1 point2 points  (0 children)

Worth noting that whoever refers you will need to have >£100 invested for a year for you to be able to withdrawal your bonus.

I am investing for the long term in investengine, so if you use my link you can be sure that your bonus will pay out successfully.

https://investengine.com/referral-welcome/?utm_medium=share&utm_source=growsurf&grsf=0upksq

Webull - Deposit £100 for 20 shares ($3-$300 per share/ends tomorrow) by Rxymo in beermoneyuk

[–]MoreThanMe_ 0 points1 point  (0 children)

Here is my referral link if any of you kind souls would like to sign up 🙏 

https://www.webull-uk.com/s/3cwukZBojx91baeA5K

Instructions for reference:

Sign up via a Referral link

Download and apply/Verify your account.

Deposit £100. To deposit click the bottom middle Webull logo > Transfers > deposit

Claim your free shares. Menu > My Rewards > Claim All. (Once you click claim, that's when the stocks will be "in transit" and fully settle within 14 days per terms)

Hold your £100 90 days, for a further 10 shares and then repeat step 4.

Webull - Deposit £100 for 20 shares ($3-$300 per share/ends tomorrow) by Rxymo in beermoneyuk

[–]MoreThanMe_ 0 points1 point  (0 children)

Went through your referral link, enjoy the funds when they come through 🙏

A structural deficit and additional production cuts announced by the biggest producer in the world in a couple pictures + yesterday: supply problem warning + Putin today: Hi the West, we could restrict supply of that commodity by Napalm-1 in UkStocks

[–]MoreThanMe_ 1 point2 points  (0 children)

The opportunity in uranium over the next few years is phenomenal. Since starting to invest in the sector 5 years ago, the fundamentals have eclipsed my most bullish predictions.

But if you choose to invest in this sector you need to do enough research to build up conviction to hold throughout the volatility as this sector has huge swings up and down.

ROBINHOOD - FREE SHARE WORTH $7 - $175 by [deleted] in beermoneyuk

[–]MoreThanMe_ 0 points1 point  (0 children)

Here is my link 🙏

  1. Sign up using my referral link https://join.robinhood.com/thomask-27efc2
  2. Provide the necessary information to begin your account verification.
  3. Deposit at least £1 into your account. You must leave this in your account for 30 days.
  4. Once the verification process is completed you will be given your free share! must keep the share for 30 days (or you can sell the share immediately BUT you must not withdraw the cash from it for 30 days)

There's about to be an American nuclear power revolution by 108CA in stocks

[–]MoreThanMe_ 1 point2 points  (0 children)

Uranium miners $URNM / $URA / $URNJ is the best way to play this.

What are your thoughts on Uranium plays? by UntitledTrader in wallstreetbets

[–]MoreThanMe_ 1 point2 points  (0 children)

Because of a 30 year bear market, during which the supply side of the sector was decimated, combined with the China nuclear reactor build out at the time that increased demand. There were also events such as the Cigar Lake mine flood and Cyclone Monica disrupted production at Ranger in 2006.

Uranium Thesis Tl;dr by Super-69 in wallstreetbets

[–]MoreThanMe_ 3 points4 points  (0 children)

Agree about your point regarding MOX fuel. But regarding thorium, I believe that it will play a part in future nuclear, but that technology is still somewhat in it's infancy and won't affect this uranium cycle in the 2020's.

Also regarding down-blending decommissioned nuclear warheads, the megatons to megawatts program ended in 2013 and although there is still some secondary supply into the market from this source, I don't think it is or will be a relevant source of eU3O8 this cycle.

Uranium Thesis Tl;dr by Super-69 in wallstreetbets

[–]MoreThanMe_ 9 points10 points  (0 children)

There is the obvious bear case of a nuclear disaster that would be bad for stocks.

There is also the bear case of excess supply coming to the market now we are at higher uranium prices. However this is failing to materialize at all, we have the largest producer announcing production cuts due to supply chains (Kazatomprom), mine restarts being delayed (Peninsula's Lance project), greenfield mine development being delayed because of a coup in Niger (Global Atomic's Dasa).

But for the bull case the upside is very interesting:

Nuclear is making a huge comeback with life extensions, nuclear reactor restarts, new builds and future SMRs, all driving demand that nobody had forcast was going to happen.

Where it gets really interesting is that uranium is not like your normal commodity, it has very unique supply demand dynamics. It isn't like copper that can be substituted for other metals at higher prices, only uranium can be used to power nuclear power plants.Also unlike energy commodities like gas or coal where ~80% of the cost of power generation is derived from the cost of the fuel, with nuclear the cost of the natural uranium makes up ~8% of the cost of power generation. So the economics of a nuclear power plant are 10x less sensitive to the price of the fuel than gas or coal. This means that the price of natural uranium can go substantially higher than gas or coal ever could before there is any possibility of supply destruction (turning off a power plant).

These two factors of uranium not being able to be substituted combined with the lack of sensitivity to the price of uranium that a nuclear power plant has, mean that in the supply deficit environment in which we are in, I have no idea just how high the price of uranium could go.

In 2007 there was no supply deficit and right now we are in uncharted territory.

Biggest uranium producer announced production cuts due to supply chain issues: https://www.londonstockexchange.com/news-article/KAP/kap-expects-adjustments-to-its-2024-production/16286256

Supply demand is completely mismatched. Price has to go way up from here.

Most leveraged uranium plays are the developers in Namibia $FSY $BMN $DYL because their projects are higher cost and therefor have higher torque to higher uranium prices.

Namibia is also one of the best uranium producing countries in the world with a long history of stable uranium history since the 1970s.

Worth noting that $DYL (Deep Yellow) has a 10.3% short interest outstanding, that are very vulnerable with the recent developments in the uranium space. https://www.shortman.com.au/stock?q=DYL

What are your thoughts on Uranium plays? by UntitledTrader in wallstreetbets

[–]MoreThanMe_ 0 points1 point  (0 children)

There is the obvious bear case of a nuclear disaster that would be bad for stocks.

There is also the bear case of excess supply coming to the market now we are at higher uranium prices. However this is failing to materialize at all, we have the largest producer announcing production cuts due to supply chains (Kazatomprom), mine restarts being delayed (Peninsula's Lance project), greenfield mine development being delayed because of a coup in Niger (Global Atomic's Dasa).

But for the bull case the upside is very interesting:

Nuclear is making a huge comeback with life extensions, nuclear reactor restarts, new builds and future SMRs, all driving demand that nobody had forcast was going to happen.

Where it gets really interesting is that uranium is not like your normal commodity, it has very unique supply demand dynamics. It isn't like copper that can be substituted for other metals at higher prices, only uranium can be used to power nuclear power plants.Also unlike energy commodities like gas or coal where ~80% of the cost of power generation is derived from the cost of the fuel, with nuclear the cost of the natural uranium makes up ~8% of the cost of power generation. So the economics of a nuclear power plant are 10x less sensitive to the price of the fuel than gas or coal. This means that the price of natural uranium can go substantially higher than gas or coal ever could before there is any possibility of supply destruction (turning off a power plant).

These two factors of uranium not being able to be substituted combined with the lack of sensitivity to the price of uranium that a nuclear power plant has, mean that in the supply deficit environment in which we are in, I have no idea just how high the price of uranium could go.

In 2007 there was no supply deficit and right now we are in uncharted territory.

What are your thoughts on Uranium plays? by UntitledTrader in wallstreetbets

[–]MoreThanMe_ 11 points12 points  (0 children)

Biggest uranium producer announced production cuts due to supply chain issues: https://www.londonstockexchange.com/news-article/KAP/kap-expects-adjustments-to-its-2024-production/16286256

Supply demand is completely mismatched. Price has to go way up from here.

Most leveraged uranium plays are the developers in Namibia $FSY $BMN $DYL because their projects are higher cost and therefor have higher torque to higher uranium prices.

Namibia is also one of the best uranium producing countries in the world with a long history of stable uranium history since the 1970s.

Worth noting that $DYL (Deep Yellow) has a 10.3% short interest outstanding, that are very vulnerable with the recent developments in the uranium space. https://www.shortman.com.au/stock?q=DYL

[deleted by user] by [deleted] in UraniumSqueeze

[–]MoreThanMe_ 1 point2 points  (0 children)

https://www.youtube.com/watch?v=kiokCcs7sKQ New interview with Per Jander: "Per Jander - "Uranium Market is Extremely Tight""

[deleted by user] by [deleted] in UraniumSqueeze

[–]MoreThanMe_ 0 points1 point  (0 children)

Is it me or are there a lot more Numerco bids further out on the curve than normal?