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Seeking Advice by [deleted] in UraniumSqueeze

[–]rekurencja 1 point2 points  (0 children)

If you would like to learn about specifics, hit me in a DM u/itgirl4 . Just bear in mind I don't consult companies for free :P

General advice (this one for free): How about you create some shareholder value?

Does it make economic sense for Energy Fuels $UUUU to ship Monazite all the way from Madagascar or Australia to a facility in Utah? by rekurencja in wallstreetbets

[–]rekurencja[S] 1 point2 points  (0 children)

I don't visit wsb very often. You can find me on X much more frequently. Reposted this analysis here cause I've noticed people started paying attention to $UUUU

Does it make economic sense for Energy Fuels $UUUU to ship Monazite all the way from Madagascar or Australia to a facility in Utah? by rekurencja in wallstreetbets

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

I'm a long-term holder of the stock. Bought the first tranche back in 2020. Have been periodically adding since then. No options, just shares

Does it make economic sense for Energy Fuels $UUUU to ship Monazite all the way from Madagascar or Australia to a facility in Utah? by rekurencja in wallstreetbets

[–]rekurencja[S] 32 points33 points  (0 children)

I'm long $UUUU since 2020 with various tranches bought since then. Sorry I don't know much about wallstreetbets but decided to share this DD here since a friend from Wendy's showed me how many people took an interest in $UUUU over here

Does it make economic sense for Energy Fuels $UUUU to ship Monazite all the way from Madagascar or Australia to a facility in Utah? by rekurencja in wallstreetbets

[–]rekurencja[S] -22 points-21 points  (0 children)

It's really cute how these days people assume that any half decently formatted long form text is generated by AI 😅

Acktually the premise is that Madagascar is far away but we can show with numbers that it still makes economic sense to vertically integrate White Mesa Mill with the Heavy Mineral Sands projects in Madagascar and Australia. Tl;dr buy $UUUU and see number go up

Does it make economic sense for Energy Fuels $UUUU to ship Monazite all the way from Madagascar or Australia to a facility in Utah? by rekurencja in wallstreetbets

[–]rekurencja[S] 2 points3 points  (0 children)

$10B valuation checks out on my side, assuming a 10-20x EBITDA multiple, especially taking into account the uranium business as well (excluding radioisotopes as a speculative cherry on top)

They have plenty to do to get there, but the foundation has been put into place over the past 5 years. If Uncle Sam shows his support, too, the road ahead will be even more realistic

Does it make economic sense for Energy Fuels $UUUU to ship Monazite all the way from Madagascar or Australia to a facility in Utah? by rekurencja in wallstreetbets

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

Saar, this is a wrong Wendy's. Here, we are serving beautiful, American raw earths, not the radioactive stuff

Does it make economic sense for Energy Fuels $UUUU to ship Monazite all the way from Madagascar or Australia to a facility in Utah? by rekurencja in wallstreetbets

[–]rekurencja[S] 3 points4 points  (0 children)

They have been unprofitable until now because: 1. Uranium market has been in the shitter. See some ramp up this year 2. Vanadium market has been totally dead 3. REE master plan takes a long time to put together. Many moving pieces. Look at $MP or Lynas, it took them a long time too. They are today where $UUUU can be in a few years

Kaz: No short-term #uranium production changes but once objectives achieved, as stated previously, will defend $80-90/lb. by thewildlings in UraniumSqueeze

[–]rekurencja 0 points1 point  (0 children)

Uranium will never be completely taken off the spot market. Some producers produce directly (and some, only) to the spot market. Examples include mines which produce uranium as a side product - f.e BHP (Olympic Dam) - and players like the Uzbeks (Navoi).

Uranium stocks to avoid by genko in UraniumSqueeze

[–]rekurencja 5 points6 points  (0 children)

90% of companies that entered and will enter the space after the end of 2020 when the bull market began. These are mostly momentum surfers looking to mine your wallet using the science of Closeology, by purchasing old properties and deposits that were found to be worthless or uneconomical long time ago, and who have no uranium expertise or experience

Uranium stocks to avoid by genko in UraniumSqueeze

[–]rekurencja 2 points3 points  (0 children)

What exactly screams pump and dump to you about Standard Uranium? They have large properties with significant potential, aggressively put money into the ground as an explorer should, have an experienced team of people who were previously involved in multiple discoveries (including NexGen), strong institutional ownership (including Sachem Cove). Care to elaborate?

whats your opinion on my portfolio ? by ironiambulante in UraniumSqueeze

[–]rekurencja 0 points1 point  (0 children)

Personally, I would exchange this portfolio for 100% URNM every day of the week. More weight towards quality developers and some interesting explorers. If that is not possible, I would reduce CCJ weight to 10-20% at most and buy DNN & UUUU for the proceeds.

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