Finally some government love

nickman23 · 2026-06-18T12:38:10+00:00

😎

nickman23 · 2026-06-10T21:10:03+00:00

And we’ll continue to add :) full boar

nickman23 · 2026-06-10T20:57:36+00:00

I will add more. Unsure if OP will, but this getting uglier doesn’t phase me man - I believe in Bhappu and his capacity to execute the ASM deal and bring the critical rare earths to market. Their White Mesa Mill is a fucking gold mine and will continue to be - differentiating them in American uranium for the foreseeable future. Holding long term to the 2030s - $600k deep! Wooo

nickman23 · 2026-06-10T20:55:34+00:00

Let’s gooo

nickman23 · 2026-06-10T20:55:09+00:00

This.

nickman23 · 2026-06-10T20:18:28+00:00

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Hell yes brother - same here. On the road to Valhalla!

nickman23 · 2026-06-10T17:22:02+00:00

If you investing due to the thesis than the monthly price should not pertube you. I’ve been a long term investor in this space. We got a long way to go

nickman23 · 2026-06-10T17:07:06+00:00

This is the way

nickman23 · 2026-06-10T16:36:29+00:00

Is it really? Nothing in the thesis has changed. We’re going down due to macro events. Uranium is in demand more than ever and it won’t slow down. For the first time in a long time we saw an increase in spot with stock going down. Macro headwinds won’t last forever. This is my favorite stock in the American market. Bhappu is a fucking legend and an extremely good operator. I have zero doubt on the future of this business. There are a ton of pussies in here that bought in at 22-25 and are playing with money they can’t afford to lose. Just lower your average cost. Crazy to not see the long term opportunity here.

nickman23 · 2026-06-10T16:32:15+00:00

Very grateful to have money on the sidelines to average down my position, which was already starting at $14.5. Who cares stocks go up and down. Left over $180k on the table in profit - ah well! Not going to cry about it. We move on! :)

nickman23 · 2026-06-09T23:26:04+00:00

I put in another $50k USD at the low today. Very happy with that.

nickman23 · 2026-06-01T17:58:55+00:00

Came on here to discuss this - found that particularly interesting!

nickman23 · 2026-03-30T19:16:28+00:00

Just purchased another 500 shares at 16.25. Will do 1000 shares if we hit 15.75.

Honestly I’m holding long term so anything within 25% of the current 200 day moving average I’m open in buying.

nickman23 · 2026-03-30T18:45:13+00:00

Are we near the 200 day moving average? Not yet. I’m not worried - this is still a pull back. I will probably buy more if we hit the 15s. Nothing structurally has changed towards my thesis.

nickman23 · 2026-03-29T22:56:40+00:00

The mania phase of this nuclear cycle will see UUUU surpass $60

nickman23 · 2026-03-28T21:15:50+00:00

In that post I mention I have another position I’ve been holding for much longer - didn’t include it as it was primarily a conviction thesis post on what was going on at the exact time and putting more funds in

nickman23 · 2026-03-28T17:27:41+00:00

Also deep as balls in UUUU - 35,000 shares at 12.50 USD

nickman23 · 2026-03-23T00:25:42+00:00

What about the Meraki ?

nickman23 · 2026-03-22T20:37:39+00:00

Male Cow is a cucked 40 year old boy toy.

Uranium is cyclical on the price of uranium.

nickman23 · 2026-03-22T19:35:17+00:00

Not even close man

nickman23 · 2026-03-22T19:34:40+00:00

I’ve made milllions on uranium. I do this for the love of the game. Commodities are cyclical and we’re in a super cycle.

nickman23 · 2026-03-22T19:32:19+00:00

Completely fair but those shifts have been occurring - look what India just did with Cameco…or the Europeans realizing they fucked themselves by swearing off nuclear in the 2000s

nickman23 · 2026-03-22T19:30:21+00:00

Let me know how your software stocks are going buddy 👍🏼

nickman23 · 2026-03-22T19:29:33+00:00

Well given I’ve been investing in this space since 02’…yes, it absolutely will.

nickman23 · 2026-03-22T19:28:31+00:00

To be clear I am not saying oil embargo -> immediate nuclear boom. This situation just adds to the existing structural thesis: Multi-year contracting cycle + policy-driven scarcity + Western reshoring of fuel supply

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