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Ben B
4.1K posts
@TwinTurboCe1ica Netherlands just approved a 4 billion euro subsidy to incentivize companies to build a huge wind energy park off the coast...
The EU needs a solid prolonged shock before it wakes up...
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Looking forward to Labor telling us that a recession is totally not their fault and they had nothing to do with in.
It’s all the middle east’s fault and the previous government. But don’t worry, diversification is our strength, and through climate change planning we will be ok.
Scott North@ScottNorth64736
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#Uranium Pontifications:
$100,000 invested in a diversified U Equities Portfolio today, will likely be worth between $500K to $1,000,000 by early 2030s.
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Ben B retweetledi
Rick Rule: This energy crisis will be widely bullish for uranium in the long run
The Japanese nuclear fleet, the 2nd largest in the world, was constructed as a result of the painful experience of the Arab oil embargo in 1973.
Currently, they run 15 of their 41 reactors, expect the reactivation schedule to increase.
The current energy crisis will have a similar effect, as uranium’s extremely high energy density allows countries to store years’ worth of energy supply with relative ease - making it the best strategic energy source
- Japan runs 15 of their 41 reactors – expect increased reactivations
- Uranium is already in deficit
- Available supplies at cheap prices are quickly running out
- The pace of new plant construction will be red hot
Uranium is the winner of the current energy crisis
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Ben B retweetledi
Deze energietransitie is compléét ontspoord! Door onrendabele windturbines op zee €269.000.000.000 aan kosten. Huishoudens betalen in 2040 het DUBBELE aan netwerktarieven. Het is absurd. Dit moet écht stoppen! Daarom: kernenergie. netbeheernederland.nl/artikelen/nieu…
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@capnek123 Still holding on, will keep on buying as long as the fundamentals stay in place🙌
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@UDiamondBalls Will their market cap dip below their cash position soon??!🤣🤷♂️
Time to buy
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Me, who took 25% profit of my uranium portfolio 3 weeks ago, watching the world burn and drag uranium down with it creating amazing buying opportunities🤷♂️
GIF
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If $MYRUF is “THE call option on US uranium” then $DEV is the only available call option on 🇦🇺 unconformity-style, high-grade monsters like Ranger & Jabiluka, backed by serially successful mining billionaire & Chair Tim Goyder, and a former mineral processing $RIO director as MD.
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@StefanVesti @AfricanLonghorn I might have mistaken you for @Stefano_1799 my bad! Where are you from?
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@AfricanLonghorn @FVR_Benjamin I only have 102.000. How old am I?
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@FVR_Benjamin Nice 🎉
I am 54, hence we get
54/21*61500=158.142,857
I can match that age-factored number of units ✅😁
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@ajboekestijn Box3 beleggen moet ook aantrekkelijk blijven Arend Jan!
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Let's put it another way. The bulk of France's fleet being extended ten years will consume the life-of-mine production from Arrow.
Uranium Insider@uraniuminsider
Some uranium context, shall we? The bulk of the French fleet are 900MW (32 units) and 1300MW (20 units). Both of these designs have been given regulatory clearance to reach 50 years of operation (with individual reactor assessments and upgrades). Extensions to 60 years is under active evaluation. The extension from 40 to 50 years of operation for these 52 reactors = a whopping additional 250 million lbs. of uranium demand.
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Dear #uranium followers who know me quite well;
After much research, I am now very convinced that $GLO is an absolute wonderful opportunity in the uranium sector. The Zinc holdings alone covers all the expenses, and DASA, the soon to be Cash Cow.
I think the company without DFC Funding has an intrinsic value of $.50 just with its Turkey Zinc asset alone. DASA Uranium provides the torque.
DASA will be built, regardless of where the funding comes from. I now see this as a C$12.50 equity by early 2030.
My plan is to buy more before Thursday, and buy more when/if DFC funding is announced.
You won't see a new DFC approval vote this week, but you are in the prime "strike zone" for Global Atomic to finally reveal that they were one of the projects approved during the February board cycle.
Even without the DFC, the Dasa Project is a unicorn. In a world desperate for non-Russian uranium:
Off-take Agreements: Global already has off-take agreements with major North American utilities. Those utilities need that fuel and may even provide "pre-payments" to help fund the mine if traditional debt stalls.
The Zinc Dividend: As of 2026, the Turkish zinc plant is debt-free and paying dividends. This gives Global Atomic the "staying power" to wait for a better deal or a better political climate, something most other juniors cannot do.
I do not own enough.
You don't own enough.
The market does not understand the story....yet.
If I am right, this could be my greatest investment ever.
Do your own research and wish me luck.
-Tom
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