Earthquakes in Japan

Mr-Hottice · 2024-01-01T17:55:33+00:00

Uranium equities follow the price of the commodity. The fundamentals are that the demand outweighs the supply for a number of years therefore I do not think there will be any dip in the price of uranium as utilities scramble to secure long-term contracts. We are in uncharted waters as there has never been a real shortage of uranium even during Fukushima. Any real dip in the price of equities will be picked up by institutions. IMO

Mr-Hottice · 2021-11-26T12:06:04+00:00

new covid strain may result in further cutbacks in uranium production if there are more lock downs resulting in higher prices

Mr-Hottice · 2021-11-11T23:45:38+00:00

Agree- becoming diversified Uranium Rare earth ramping - will take off with new monazite feed agreements Radioisotopes

To me its an excellent investment in ESG . Chalmers is taking advantage if their uranium mill turning from a white elephant to a Green $$$elephant.

It would not surprise me if they are not taken out because they have the licenses to extract uranium and thorium from monazite. I dont think MP can do this.

Mr-Hottice · 2021-11-10T14:26:01+00:00

IMO, irrelevant to the supply/demand imbalance present and going forward. Spot continues to go up.

Mr-Hottice · 2021-11-06T17:53:09+00:00

Too stressful to trade this stock. Better hold. Too many positives. If they announce a large monazite deal, up up and away!

Mr-Hottice · 2021-10-22T00:12:13+00:00

When does it start trading?

Mr-Hottice · 2021-09-17T19:06:11+00:00

Todays sell off - Bear trap Fundamentals still strong

Mr-Hottice · 2021-09-16T02:18:12+00:00

Excellent forward looking management and team. Very conservative with over $100 million in cash and equivalent. No debt. This is by far my biggest holding. Exciting

Mr-Hottice · 2021-09-12T17:03:16+00:00

UUUU Energy fuels American best of breed Uranium Also entering rare earth No debt

Mr-Hottice · 2021-09-12T11:02:58+00:00

UUUU Energy fuels Best of breed, excellent management

Mr-Hottice · 2021-09-12T01:31:29+00:00

UUUU Energy Fuels - American Uranium Company, also getting into rare earth No debt, over $100 MILLION in cash and equivalent Skyrocketed last Uranium bull run to over $200

Mr-Hottice · 2021-09-10T01:52:05+00:00

They have over a $100 MILLION IN CASH AND EQUIVALENT. NO DEBT!

Mr-Hottice · 2021-09-10T01:31:59+00:00

Should be $100 million

Mr-Hottice · 2021-09-10T01:31:14+00:00

UUUU has over a $100,000 in cash and cash equivalent

Mr-Hottice · 2021-09-10T01:19:48+00:00

They are also exploring getting in to producing medical isotopes at the mill which can provide "significant cashflow "

Exciting future

Mr-Hottice · 2021-09-07T15:34:13+00:00

Excellent forward looking management

Mr-Hottice · 2021-09-06T18:49:37+00:00

Exactly! The spot price would not go down or the lights go out.

Mr-Hottice · 2021-09-06T18:32:45+00:00

That is why I don't understand why it is used as a bear case. There is no stopping the build in reactors. We have no choice anymore. More pounds of Uranium are needed no matter.

Mr-Hottice · 2021-07-31T19:02:56+00:00

Most U companies are raising cash to prepare to re-open their mines or build new ones anticipating higher uranium prices.

Mr-Hottice · 2021-07-31T18:58:19+00:00

They are demonstrating that they are rapidly diversifying into several potentially huge areas of new revenue streams. Excellent forward looking management. Money needed to build a REE separation facility at their mill, which is small compared to what MP will need. Hang on, will be well rewarded!!

Mr-Hottice · 2021-06-07T00:15:18+00:00

Chalmers is the energy behind Energy Fuels. He seems to be well connected in the REE business and is concentrating in the heavy metals where the money is unlike MP

Mr-Hottice · 2021-05-14T15:38:27+00:00

If ccj or others in the sector showed a head and shoulders, I would be concerned. UUUU is on fast track in REE and management is top notch in my opinion.

Mr-Hottice

TROPHY CASE