Value Consultant

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Value Consultant

Value Consultant

@ValueConU308

Uranium 75% of my portfolio. Trying to learn more and spread the word in Dutch on Youtube. Website: https://t.co/n7oB214YVG

Netherlands Katılım Şubat 2022
163 Takip Edilen428 Takipçiler
Huxo
Huxo@HuxleyMick·
This will be my Sign !!!
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Value Consultant
Value Consultant@ValueConU308·
Morgen 15 mei 19:00 uur komt mijn deep dive video online over Honey Badger Silver (TUF). Mis het niet en word lid voor slechts €4,- per maand!
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Mikkel 🥈 CopenhagenStacker 🇩🇰
Your daily reminder: Don't sleep on #Copper! 🔥 #Silver might be taking the spotlight, but the copper market is coming from a less volatile environment, so option premiums are low - a big opportunity for massive gains.
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Praise ꓘeK ²²²Rn Sniffer
Tim Goyder's $MI6 🇦🇺 is now joint venturing into the surrounding Bullabulling tenements, pursuing further growth through the drill bit. What an incredible gold story this has been so far.
Minerals260@minerals260

Today we announced two joint ventures with Geko Explore for 350km2 of tenure surrounding our 4.5Moz Bullabulling Gold Project. This ground is highly prospective for gold and will complement our existing exploration strategy. To read the full announcement head to minerals260.com.au

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Yellowbull
Yellowbull@Yellowbull11·
Andean precious metals at C$0.60 Aldebaran at C$0.80 Energy Fuels at sub $5 last year (the option position topped out at a 2955% run in ~6 months) Just some examples of ideas I analyze and discuss on the Codex. There are plenty more opportunities out there today Link in bio
James Connor@JamesConnor1999

@Yellowbull11 Why didn't you tell me about Andean!!!

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Uranium Insider
Uranium Insider@uraniuminsider·
Mart does a good job bridging the gap, here. While most uranium supply projects are a bridge too far, Cameco's operations are an important bridge for utilities – they're not selling the Brooklyn bridge. We'll know in a month or maybe two is this is a meaningful disruption, or just water under the bridge.
Yellowbull@Yellowbull11

Never thought I would be spending part of my weekend going over bridge related data in Saskatchewan, yet here we are. The location of this here bridge (or what is left of it) is pretty important, as you may image as otherwise they wouldn't be issuing a seperate alert on it. The collapsed bridge sits north of Beauval and just south of Pinehouse, and the village of Pinehouse itself has lost its road access to the south. The alternative routes traffic over Highway 914 with carrying limits that are not suitable for a 24/7 industrial supply operation. Saskatchewan replaced two other bridges on Highway 165 over the Beaver River near Beauval last year at a cost of about $11.1 million (which on a relative basis is not a lot, especially for a company like Cameco, but this is more about time rather than price as you can imagine and there is a striking irony there when considering the overlay with uranium supply), and those were planned, scheduled jobs in dry conditions. I looked for information on this so you don't have to and it took them several months to construct these bridges. The Beauval project was a full construction season job rather than a quick fix, that much is clear. The Saskatchewan Ministry of Highways posted its NWA notice for the bridge replacement on the 1st of May, active construction ran through the summer, and the September 2025 Orange Zone update said work was expected to finish by the end of October. So roughly like five to six months of active construction season work, on a planned project with engineering, permitting, and contractor mobilization already done in advance. Again, all done in dry conditions and planned ahead of time. No two bridges are the same, but this is good for perspective. This one is going to have to be an emergency rebuild during active spring melt with ice still moving through the channel, and from what I can tell, the proverbial best case looks like a temporary or ice-road style bypass within weeks, with a proper bridge replacement taking many months, and that assumes flood levels actually peak rather than throwing up another washout downstream. There is an alternative roadway, which sounds reassuring until you read between the lines and notice that restrictions are in place on the use of that secondary route, which is essentially the same as saying that heavy trucks loaded with diesel, ammonium nitrate, sulfuric acid, lime, and the rest of the consumables a high-grade uranium operation chews through cannot get to site in anything like the volumes they need without a proper alternative to the bridge. No it won't be a ‘we go to the moon scenario’, otherwise this analysis would be worded a lot differently, but as I noted above it's worth spending a bit of time on. I will be watching developments closely to see how the company is going to be dealing with this, but we will cross that bridge when we get to it (bad pun, sorry). Hope this context helps.

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🏴‍☠️
🏴‍☠️@calvinfroedge·
He just sat there Buying fertilizer stocks Like a psychopath
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John Quakes
John Quakes@quakes99·
Hey U fam!👋👪 I'm on vacation to recharge my batteries🪫😎🍺 exhausted by the non-stop news torrent📰🌊🖥️😩 of lagging #Uranium supply⤵️⛏️🐌 amidst an accelerating global #Nuclear #energy resurgence.📰🌏⤴️⚛️❤️‍🔥 I'll be offline for a while on my path across Scandinavia🇩🇰🇳🇴🇸🇪🇫🇮 & the Baltics🇪🇪🇱🇻🇱🇹 while the path forward for U #mining #stocks has never been clearer!🚀🌜🌟🐂 Stay long & prosper🖖 add on dips♈️🛒😊 and good luck to U all with your research & investments!☘️🌈💰🦄🤠🐂
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Yellowbull
Yellowbull@Yellowbull11·
Price of oil is trading like an illiquid shitcoin, what a time to be alive
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Value Consultant retweetledi
Jack Prandelli
Jack Prandelli@jackprandelli·
💥Glencore's Kazzinc, Kazakhstan's largest producer of zinc, lead, copper, gold, and silver just had a deadly explosion. 2 dead, 5 injured, building partially collapsed. The critical minerals supply chain isn't just concentrated. It's fragile.
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The Gold Bull
The Gold Bull@ben90357282·
A few gold/silver juniors that have held up well since the metal correction starring in January. $FRED.V Fredonia Mining(gold) $RM.TO Roxmore Resources(gold) $EDM.V EDM Resources(zinc/gold) $TUF.V Honey Badger Silver Who else?
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Praise ꓘeK ²²²Rn Sniffer
The year is 2031. The S&P 500 just crossed 12,000 points, and Paulo Macro is still rage posting cryptic, sarcastic warnings about an imminently and inevitably doomed global market, still frustrated that nobody gets it! $NXE updates capex to $4.5B. First production: 2035...
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