DMC
14 posts


I'm out of diesel. All the farmers are out of diesel. This is it. We're done for. Albanese and Bowen are directly to blame. This is serious. I promise you. All other countries have diesel, and it averages $1.80 per litre in most countries in the Asia Pacific. But not Australia. Albanese is up to no good. This is crippling.
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@TdLeaker 1. Canadian government created Petro-Canada in 1975.
2. It built production, refining, and gas-station networks.
3.Starting in 1991, Ottawa gradually sold shares to the public.
4.The last government stake was sold in 2004.
5. The company later merged with Suncor in 2009.
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34 countries just signed a pledge to triple global nuclear capacity by 2050. There are only 8 uranium miners on earth that can actually supply it.
Nuclear produces 10% of the world's electricity right now. That's going to 30%. The US, UK, France, Japan, Canada, South Korea, UAE, and 26 other nations signed the Declaration to Triple Nuclear Energy at COP28. Signed international commitment with deployment timelines already laid out.
To triple capacity, the world needs 740 new reactors. Each reactor requires roughly 500 tonnes of uranium over its lifetime. That's 370,000 tonnes of new demand being committed right now.
Current global uranium production: 58,000 tonnes per year. Current demand from EXISTING reactors: 65,000 tonnes per year.
The market is ALREADY in a 7,000-tonne annual deficit BEFORE a single new reactor comes online.
Where does the extra uranium come from?
It doesn't.
Kazakhstan produces 45% of global uranium. One country. They just cut production forecasts by 17% citing acid supply shortages. Canada produces 14%. Their largest mine (McArthur River) was shut for 5 years due to low prices and is still ramping up. Two countries make 59% of supply, and both are producing LESS than last year.
For 15 years (2005-2020), uranium prices were so low that nobody built new mines. Exploration spending collapsed 85%. Average uranium mine takes 10-15 years from discovery to production. Even if every mining company started a new project tomorrow, first new supply wouldn't arrive until 2035-2040.
Demand is tripling. Supply is declining. Timeline to fix it: 10-15 years. 34 governments just legally committed to buying a commodity that doesn't exist in sufficient quantities.
Uranium spot went from $20/lb in 2020 to $95/lb today. 375% increase. Kazatomprom stock went from $11 to $80. Cameco went from $7 to $53.
This is still early. The 740 new reactors haven't started procurement yet. When they do, they'll be competing for a resource already in deficit. It's like watching 34 countries announce they're all building new houses in a town with one lumber yard that's already backordered.
What to buy.
Cameco (CCJ). Largest Western producer, tier-1 assets in Canada, long-term utility contracts. Kazatomprom (KAP). World's largest producer, lowest-cost operations. NexGen Energy (NXE) owns the highest-grade undeveloped uranium deposit on earth (Rook I in Saskatchewan). Sprott Physical Uranium Trust (SRUUF) holds actual uranium metal, directly tracks spot price.
Basket approach: Global X Uranium ETF (URA) holds 48 uranium companies across the full supply chain.
i track reactor construction timelines, utility procurement contracts, and uranium inventory levels through tradevision. 34 countries committed to tripling nuclear. 8 miners exist at scale. the supply-demand math here is the simplest asymmetric setup in commodities right now.
(the world just committed to tripling nuclear energy. the last new uranium mine took 14 years to build. somebody in that room can't do math. or they can, and they're already buying uranium before you figure it out.)
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@__jiaming__ CGNT almost 5x now since I touted it at 0.200 a few months back! 👊🏽😍 hope you made a killing!
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Finally found the tweet that introduced me to CGNT 😍 thanks bro
TheApeOfGoldStreet@TheApeOfGoldST
I have 3 #Copper plays in my portfolio: 🥉 Champs: $MMA.v - Midnight Sun $1.31 $PEX.v - Pacific Ridge $0.275 $CGNT.v - Copper Giant $0.275 I’ve added to all 3 this week. PEX 2 days ago, MMA yday and CGNT today, like 10 minutes ago 🫡 I have high expectations for all 3. Remember these levels, I will retweet this one this time next year and I’m confident they are all a few X higher by then.
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@Jim_McBob @RichardDias_CFA We have lots of Refineries in Canada for different minerals.
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@RichardDias_CFA Will a refinery will be allowed in Canada though ? I think not.
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@TheApeOfGoldST I'm surprised that you do not have Silver Tiger. It is listed in Sprotts fund and is just waiting on its permit for the open pit. It will be the largest silver deposit in the western world by the time the whole trend is established.
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#PERSPECTIVE
Here’s a list of 24 #Silver miners (including #SIL and #SILJ) that are widely followed by retail silver miners investors, along with their YTD performance:
1 - $SCZ.v Santacruz Silver Mining 816.67%
2 - $APM.to Andean Precious Metals 635.83%
3 - $DSV.to Discovery Silver 563.29%
4 - $ASM.to Avino Silver & Gold Mines 439.57%
5 - $AGMR.v Silver Mountain Resources 310.67%
6 - $EXN.v Excellon Resources 242.11%
7 - $APGO.v Apollo Silver 238.26%
8 - $ABRA.v AbraSilver Resource 216.00%
9 - $GSVR.v Guanajuato Silver 138.46%
10 - $SILJ Junior Silver Miners ETF 121.67%
11 - $MGG.v Minaurum Gold 121.05%
12 - $SIL Global X Silver Miners ETF 117.06%
13 - $KTN.v Kootenay Silver 103.00%
14 - $SSV.v Southern Silver Exploration 102.50%
15 - $AG First Majestic Silver 99.19%
16 - $EXK Endeavour Silver 93.75%
17 - $HSLV.v Highlander Silver 91.11%
18 - $AAG.v Aftermath Silver 89.69%
19 - $OCG.v Outcrop Silver & Gold 83.54%
20 - $BRC.v Blackrock Silver 83.33%
21 - $GRSL.v GR Silver Mining 81.94%
22 - $BCM.v Bear Creek Mining 77.78%
23 - $CDPR.v Cerro de Pasco Resources 62.50%
24 - $AGA.v Silver47 54.24%
25 - $DEF.v Defiance Silver 30.23%
26 - $EQTY.v Equity Metals 21.05%
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The YTD bottom 6 looks like this the last 30 days:
1 - $BCM.v Bear Creek Mining 220.00%
2 - $GRSL.v GR Silver Mining 74.67%
3 - $AGA.v Silver47 54.24%
4 - $DEF.v Defiance Silver 21.74%
5 - $CDPR.v Cerro de Pasco Resources 13.04%
6 - $EQTY.v Equity Metals 9.52%
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The YTD top 6 looks like this the last 30 days:
1 - $SCZ.v Santacruz Silver Mining 49.46%
2 - $APM.to Andean Precious Metals 36.06%
3 - $DSV.to Discovery Silver 18.69%
4 - $ASM.to Avino Silver & Gold Mines 18.30%
5 - $AGMR.v Silver Mountain Resources 16.67%
6 - $EXN.v Excellon Resources 1.56%
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Takeaway:
1. $EQTY have been awful, pure awful! It's either a buying opportunity or not, what do you think?
2. The best YTD performers have been #quality #juniors along with producers and near-term producers.
3. Can the #Top3 guys keep performing this strong going forward? Or will capital rotate down?
4. I feel stupid selling APM and DSV to early in this #bullcycle watching this list, but my 3 biggest #Silver positions right now $AGMR.v $APGO.v $EXN.v is atleast on nr 5, 6 and 7 on the list!
Im also ok with playing 4 of the bottom 5 YTD performers right now, specially since I bought back into them recently instead of sitting and suffering in them all year, my $BCM.v re-entry is already up 200%+ for example. And I expect $DEF.v to kick into gear shortly together with $AGA.v. $EQTY.v remains the questionmark.
5. My latest #silver #nanopick $HAMR.v - Silver Hammer is +222% the last 30 days and +81.25% the last 5 days, which also raises the question if we should scan for more silver torque #nanos ? They are fun lottotickets tbh and are capable of moving like beasts!
6. Goodnight 💤💫
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@InsiderAlertApp She's been selling publicly into the market and this is an Options 51 - Exercise of options
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New study in Graphene & 2D Materials shows HydroGraph’s oxygenated graphene coatings boost cooling in microelectronics
🔹 +152% heat transfer
🔹 +40% critical heat flux
🔹 Scalable aerosol application
Read more: globenewswire.com/news-release/2…
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@GoldDiscovery1 I believe that Copper Giants hole MD-045 had a Copper-Equivalent (CuEq at 0.51%): 5,100 g/m
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@GoldDiscovery1 I believe that Copper Giants hole MD-045 had a Copper-Equivalent (CuEq at 0.51%): 5,100 g/m
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