Aussie Matt

@GoUranium 85% uranium (shitco miners) 10% Precious metals 5% oil and gas Probably not the best splits, but it’s what I’ve got

1973 Oil embargo: Oil 4×. Stocks −50%. Inflation ripped. Hormuz today? ~20% of global oil flows. A different but potentially bigger shock to the entire system. Does #energy become the last safe trade? Oil and gas initially, then #uranium? How are you playing it?

In the next few months all paper asset markets will fail. Stock markets will start a long-term secular bear trend and stocks will collapse. Bond markets will come down dramatically. No borrower whether a sovereign or a corporate will be able to afford to repay their debts. Bond markets will crash and interest rates will skyrocket dramatically just as they did in the late 1970's. Real estate values will fall off a cliff. Gold and silver will shoot to the moon. Good luck.

@ASX__Trader Hong Kong!!!

Tung working his magic in NZ at our first international Mastering the Markets event 🇳🇿 I could honestly listen to him speak all day. This feels like the first of many… So I’ll throw it to you — where should we come next year?

@GoUranium @uraniumfilledb1 I bloody hope so

The coming #uranium bull market will be epic...

@GoUranium Great. I’m all in on 1.!!

This was the reply...

I was chatting with Grok about investments and asked this question...

@umesh_gandhi007 @VintageRockN_85 @ledzepconcert Agree. Classic.

@VintageRockN_85 @ledzepconcert Nobody plays with the same emotion as Gilmour. For me, the epitome of his style comes to a head in “Time”. Never has there been a guitar solo like that which can make a grown man cry 😢

My 10 fav Guitarists #1 David Gilmour His tone & Solos can’t be beat!!! 😮‍💨

#TheWire Every 5 years or so I'll rewatch all 5 seasons of The Wire. Now is that time 😆 Absolute masterpiece btw fk me 👏

The 1970s brought on a massive expansion of nuclear energy with goal of energy security independent of oil. This war has placed those same concerns at the top of many countries. The 2030s will see large scale expansion of nuclear once again. The demand for #uranium 🚀

@graddhytrading Great to hear.

@Pastrami_gasm @shanaka86 @KingKong9888 @grok @grok what is the australi number and also the Hong Kong number

@shanaka86 @KingKong9888 @grok what is Thailand's reserve?

Every country in Asia is running the same clock right now. They just have very different numbers. Japan: 254 days. The most prepared nation on earth. Built those reserves after being embargoed in 1973, a humiliation so severe they spent the next 50 years ensuring it could never happen again. Refiners are asking to open them. The government said not yet. China: approximately 10 days before domestic operations face real constraints. Already halted diesel exports to protect what it has. India: Gas cuts to industry of 10 to 30% already implemented. Not projected. Implemented. Today. South Korea: 1.6 million barrels per day through Hormuz. That pipeline is now air. Japan has three weeks of LNG inventories. Pakistan: no strategic reserve. Bangladesh: no strategic reserve. No buffer. No option. No plan B. This is the thing the aggregate numbers obscure. When analysts say Asia faces disruption, they are averaging 254 days of Japanese preparedness with zero days of Pakistani preparedness and calling it a regional crisis of moderate concern. That is not one crisis. That is twelve different crises at twelve different velocities hitting simultaneously. The countries with reserves will deploy them in sequence, each release sending a price signal that accelerates the clock for the countries beneath them on the buffer ladder. Japan releases. Prices drop temporarily. Then the release ends. Prices resume. South Korea releases. Same pattern. Then India. Then nobody is left with a buffer and the war is still running. That is the cascade mechanism. And it has a name in energy economics. It is called strategic reserve depletion under sustained supply shock. The last time it happened at this scale was 1973. That ended with the global recession of 1974 and a complete restructuring of Western energy policy. Japan built 254 days of reserves because of what happened in 1973. On day seven of this war, they are already being asked to open them. The number that should terrify every energy desk in the world is not 254. It is seven. open.substack.com/pub/shanakaans…

@PhuketPotato @UraniumMuril Makes sense. Especially if using a lbs in the ground valuation. I wonder if Bannerman will be looking to go on the M&S war path now they have a fully funded Etango. Brandon mention this specially in his interview, that Etango was a JV & now Bannerman could develop others…El8?

I don't know mate, a bit early here for me to think about that calculation, let's see where we are on sp as we move towards that number and then we will see how much people are valuing lbs in the ground per $1 over say $100. That's what I will look at. If at $110 #spotprice it is at xxxx, and at $120 spotprice it is xxxx, then we will see what $10 spotprice differencial is priced at, then can imagine where we will be at each $10 move. Sound like a plan?

40mins on $200 #URANIUM here we come 🤑🤑🤑 It might take a while so I might sell some shares at $150 #spotprice 😁 GLTAH youtu.be/1Trzq01fMHg?si…

@GoUranium If U hits 340+, equities must be up more than 10x. Possibly 15 to 30x depending on the miner.

$U.UN x 4 is $340/lb but we're likely going way higher than that. #uranium equities will absolutely explode when this happens.

@PhuketPotato I don’t like this deal. Leaves so much upside on the table. Bad for shareholders

$BMN #China partnership Works out to about $4.80 AUD a share The part that is paramount is how much are they paying for their 60% offtakes? Let's say #Uranium GOES CRAZY and we see $500 a lb, this won't look like a great trade BUT Now No risk, and no one will lose any money, a solid $20 in 2 years maybe??? If #spotprice gets to $150 and STAYS above it, it might not take 2 years!!! $DYL getting a 50% #USA partner soon??? You heard it here first !!!!!!!! 💯💢💥❤️

@UraniumKid @UDiamondBalls It was work! HKG, London, Belfast. I probably jinxed us all by thinking the 100+ plus spot price meant “this was the one”. Nope…. Back down again

@AB693693 @UDiamondBalls Never go on holidays 😂😂

#Uranium Fun while it lasted, now we need another healthy correction 😆🙄🤔

@UDiamondBalls @UraniumKid I’ve been travelling all week. It was fine when I left. What the fuck happen. Brutal

@UraniumKid Stairs up, escalator down 😆🥴🫠

@SloCan68 Enjoy. You deserve it.

Puerto Vallarta, Mexico 🇲🇽. What are wonderful place to celebrate a financial milestone because I invested and persevered in #uranium. Blessed. It's a Good Day to have a Good Day!

@SloCan68 @quakes99 @uraniuminsider Great work mate

Friends, please congratulate me today. I have achieved my life long goal. Thank you #uranium #nuclear #smr! Thank you my partners on this journey @quakes99 & @uraniuminsider etc. Much more to come. This story has a decade, if not longer, to write. Dollar Cost Averaging works.

@UDiamondBalls Bailed from that basket case a while ago. At breakeven as well. Trying to rid my PF of shitcos I bought when I was young and naive years ago.

#Uranium $AEE Closed this position today breakeven. I consider it a win, begone! 😆😂🤣

@UDiamondBalls I’m hoping (hoping!) the sheer scale of financial players will drive a larger return circa 10x across the board. Which juniors are your favourite? I’ve been burned by my poor choices in the past 3 years 🤬

@UDiamondBalls What do you think we will be at when we hit 150? A 3x from here or a 5x from here Thinking Deep Yellow/Bannerman/Lotus

#Uranium U bulls with real skin in the game at $100+ lb receiving life-changing gains 😆😁🤣🚀