@GavMcCracken At $1.30, it's not a bad price, it's probably the one decent stock in the trade, if it starts approaching $1 with all the tarrif fears, it would be worth adding some more.
English
Henry Star
612 posts
I've been actively adding to $DNN lately. There's no stock I'd rather own compared to a future mass producer of a commodity, where the macro is that the commodity will remain in a deficit even during a global recession. Seriously, wtf else is safe to own with global trade wars?
📐triANGLE INVESTOR@capnek123
Added Denison Mines $dnn at $1.28 today. #uranium
English
@steve_ssdradams @patrickadownes @UrTokenCorgi The uranium trade is better without him, he was spewing too much confusion and mixed messaging online.
English
@patrickadownes @quakes99 @UrTokenCorgi TDS.
Maybe not @UrTokenCorgi. He likes to make babies! Busy man.
English
What happened to
@quakes99
What happened to
@UrTokenCorgi
What happened to
All the brothers and sisters of the great U trade.
GIF
English
@chevster20 @PTOtrading Most people bought after 2019 and 2020, so for the rest of us, it was scam.
English
@uranium_henry @PTOtrading CCJ went from $8 to over $50, DNN went from $0.40, LEU went from $1. WSTRF from pennie’s along with PALAF, Encore, UEC, UUUU and others. You were late to the game. No pumping and dumping needed.
English
Anyone else flabbergasted? After years of “expert” views on the S/D imbalances, it now comes down to ‘hope of new mine delays’ to justify the grand #uranium thesis.
English
@FL17112012 When the market’s up, uranium equities are down. When the market’s down, uranium equities are still down. The only consistent trend here is that uranium equities are always down.
English
U Stocks on the way to double bottoms!? #uranium
FL Trader@FL17112012
Look at UEC, for example. Allways double bottom.... $UEC #uranium
English
@PTOtrading When John Quakes blocked me—even though I was nothing but decent to him during his conflict with Kevin—that’s when I realized something was off. He blocked me just for liking a tweet, which clearly didn’t sit well with him. I’m still blocked to this day.
English
So, after “experts” assured that #uranium was going to go sky high due to US-Russian import bans, we now hope the sanctions will be lifted soon, cuz more enrichment capacity will lead to higher demand of uranium and thus sky rocketing prices.
Utwit is increasingly become a joke.
English
1 1/ Russia’s Role in U.S. Uranium Supply
Russia is a significant supplier of uranium to the U.S., especially in enrichment services. In 2023, ~24% of U.S. nuclear fuel came from Russian sources.
English
@HeroDividend Make a U turn, that city is designed to take your money.
English
I am headed to Las Vegas for the first time ever
What advice do you have?
English
Henry Star retweetledi
Huge potential money pits in real estate:
1. Roof
2. Foundation
3. Old electrical wiring
4. Landscape drainage issues
What did I miss?
English
Henry Star retweetledi
Henry Star retweetledi
Big week ahead for #uranium
This pullback seems done. Ofcourse i could be wrong, but gut feel we consolidate here or move up a little.
China EUP sales news is interesting, does the market see this as bullish or bearish?
Supply deficit still no. 1 reason to hold equities.
English
Henry Star retweetledi
$PEN M.C post cap raise now at A$240m with $62m cash and another $10m to come via SPP. EV sits at about $175m for what will be a producer of 2m lbs per annum.
53m lb JORC along with 104-163m lb exploration target around them.
#uranium
English
@Blind__Luck Gold, 2016 by Matthew McConaughey
imdb.com/title/tt180030…
English
In the mood for a finance movie today what do you recommend?
I’ve seen:
-The big short
-Margin call
-Too big to fail
Along with some more obscure titles.
Let me know!!
English
@GreenInvest_Co @jeffcomeau Okay, so fireworks on Tuesday for NYSE? We shall see…
English
Henry Star retweetledi
Hearing $KAP was a buyer in the spot market that launched the price through US$100/lb....
Yugggeee.
#uranium
English
I would think this would be bullish for #uranium equities.
The Kobeissi Letter@KobeissiLetter
Since the Fed started raising interest rates in March 2022, money market funds have seen massive inflows. Total assets held in money market fund went from $4.5 trillion to $6 trillion in 2 years, a 33% increase. Now, the Fed is expected to begin cutting interest rates. With record levels of capital on the sidelines, we could see a widespread rotation out of these money market funds. If this capital goes back into the equity market, the recent run is far from over. Never has there been more capital on the sidelines.
English
@jeffcomeau Judging by the fact that Jim Cramer is starting to talk about it, I would agree.
English
Henry Star retweetledi
Just because #uranium needs to cool off, doesn't mean it should, will or even can.
Utilities' unwillingness to contract over many years along with a decade-long bear market have created a large imbalance in demand & supply and concentrated that supply out of a few jurisdictions
Trevor Hall@TrevAHall
Unpopular opinion…. #uranium needs to cool off.
English
Henry Star retweetledi
This news by Kazatomprom will really wake up those that have looked at this #uranium bull market through the lens of "Kazatomprom can ramp production at any time and close the supply/demand gap"
With that narrative now gone, it could substantially change how many view uranium 🔭
English
Henry Star retweetledi
If you're looking for #uranium in significant quantities for delivery between now and ~2027, good luck, you're going to need it.
English