confluent reverter

Why #Silver & #Uranium Must Go Much Higher Silver: The vaults are draining hard. COMEX has seen persistent withdrawals, 15 months of heavy physical outflows! The Silver Institute forecasts the sixth straight annual deficit in 2026 (~67 Moz), with cumulative shortfalls exceeding 800 Moz. Industrial demand (solar, EVs) keeps rising while mine supply lags. Short-term you never know what happens and the volatility can stay for a while due to the Middle East war. But physical reality will win, you just can't keep the prices down playing paper games if there is not enough physical supply. Uranium: Interestingly, while gold and silver has dipped since the war started, the uranium long-term price has kept grinding upwards. This means utilities see no chance to get a discount because of Iran or Hormuz. They keep burning through inventories to cover the gap, but new production isn't coming fast enough. We're still far below the incentive prices (130+/lb for many projects) needed to restart mines or develop new supply. With reactor demand surging (EVs, AI/data centers, etc. all need huge amounts of baseload electricity), the structural deficit will force prices higher. Both metals face the same truth: Real demand is growing. Above-ground stocks and future supply are not keeping up. The longer suppression lasts, the bigger the eventual move. Here are some great picks in my opinion: Silver: Established miners like $HL, $AG, and $PAAS should perform well. I also like $HYMC, currently drilling one of the largest deposits in the world, with another monster hit announced this week. I also invested in Southern Silver $SSV (will publish an updated MRE in Q2 and an updated PEA in Q3. They already documented 300Moz+ resource AgEq (prior to the coming updates) with the potential to produce 14Moz per year of AgEq). $JTWO is my wildcard, a low-cap company that recently reported bonanza-grade silver samples. 3,100 g/t Ag in grab samples from waste dumps, showing there is really high-grade silver in the system. Uranium: Major producers $CCJ and $KAP should benefit significantly. $DNN and $NXE are now permitted but may face rising capex due to inflation, still solid picks in my view. $UUUU and $EU with current U.S. production. $UEC starting up slowly, but being unhedged will probably give them an advantage. Among explorers, I like Skyharbour $SYH, drilling near Denison’s Wheeler River; Myriad Uranium $M.CN, a low-cap company with a project that could host one of the largest deposits in the U.S. based on historic results and new radiometrics; and Noble Plains $NOBL, a tiny explorer that recently drilled up to 1.5% grades on a textbook ISR project. Just my Sunday thoughts, there are many other companies that could also perform very well. Feel free to share your favorites below. Disclosure: I am a shareholder in most of the companies mentioned. $M.CN, $SYH and $NOBL are sponsors.

If you’re investing in #uranium or #nuclearenergy, this is a MUST WATCH. Interview with Grant Isaac, President of Cameco Corp. $CCJ (@cameconews). We talked about supply/demand, utilities, spot and term market and much more. Watch here 👇youtu.be/dSaNx0i26Rs?si…

#uranium miners did 580% in its baby bull move.☢️ Still, just getting started. Below is a brilliant, bullish roadmap setup for this ratio. That is a very symmetrical, blue inverse head & shoulders pattern. The glorious commodities bull market will be the greatest opportunity in your lifetime to get out of the rat race. As said now for 5 years - DO NOT MISS IT! Caught all major lows & highs on the service for uranium since calling 2020 March low. Try doing that without charts!☢️ Global capital has clearly started to flow from the stock market into commodities, as posted. So it begins. And down the road, commodities will be the only game in town. #joinus at graddhy.com for real guidance during the whole bull market Go with the service that has, actually, been on track all along.