Edendale Capital

@AtomicAttorney @TVAnews Is there an article associated with this?

Amazing to hear @TVAnews President and CEO Jeffrey Lyash agree with estimates that by 2050 we will have 2.5-3x electricity demand we have today, and that will require a #nuclear fleet 2-3x the size we currently have with a host of technologies of #SMR! #NuclearEnergy #uranium

@jeffgeringer92 Hard to figure out this Estonia election. Seems like the SDE garnered fewer votes than 2019, but are still a substantial voting block. Do we have to wait for the coalition to be formed for this to be sorted out?

There are many critical elections to watch over the next few years that will shape Europe’s future energy policy. We’ll pay more attention to (what most interpret as) higher-stakes contests in the UK and Poland, but part of uranium brain is broadening our horizons even further.

Estonia has an election tomorrow. They’ve been exploring a potential BWRX-300 SMR in their country, which has no nuclear plants operating today. The SDE (currently part of the government coalition) opposes nuclear, so it will be interesting to see who governs Estonia is a month.

@YellowLabLife 25% free cash flow yield if they can do anything right. If they really aren't starting the expansion until 2029, maybe they throw investors a bone and start a dividend.

This is the moment the koala tells you it’s doubling down after the annus horribilis (and since 4Q isn’t reported until March 27th god help us that must be a shitshow) If CMMC can just walk straight in 2023, going to be fun If not, bonfire of the koala’s insanity shall commence

@mainstreetcalls @SpecialSitsNews @myemma @MomAngtrades @pennycheck @blakeaburge @energyburrito @StockMarketNerd @DisruptorStocks @stocktalkweekly @rhemrajani9 Fukushima was right before the window you mentioned. Uranium inventory was building with Japan announcing they would shut all of their nukes and Germany announcing their brilliant plan to shut their nukes as well.

@SpecialSitsNews @myemma @MomAngtrades @pennycheck @blakeaburge @energyburrito @StockMarketNerd @DisruptorStocks @stocktalkweekly @rhemrajani9 Love the data driven approach. Does not like like uranium outperformed in 2012-2014 time range when electricity prices increased so not sold on the causation

US electricity prices continue to rise at an alarming pace $ceg $smr $ccj $boil $ung $urnm

@MSVCap I just read it. Looks like this may be the last distribution for a while. They attempt to candy coat this, but if we are going into a recession, looks like iron ore from Northshore gets cut first from the CLF portfolio.

@Pete__Panda This estimate seems a little high for tin consumption in solar. The ITA claims 15,000 tons of tin were consumed in the solar industry in 2021: reuters.com/markets/commod…

One GWh of solar capacity requires 50t #tin as solder in the panels (VSA Capital data). Adds up nicely to the overall tin demand story. balkangreenenergynews.com/global-solar-p… #tinbarons