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Uranium Trading 3 replies

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Uranium

https://docs.google.com/spreadsheets...#gid=504025026

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Useful Cameco contract pricing information site. https://www.cameco.com/invest/markets/uranium-price
Futures break and hold above 40.
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Alright I'm convinced, bought 100 shares of U.UN to start. Great video on this just came out on Real Vision, unfortunately behind the paywall or I'd share it here.

This is basically a massive short squeeze - mines are shutting down and utilities are massively short Uranium + positive feedback loop of price increasing and Sprott continuing to buy.


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Quoting squawk
For those not knowing much about the Uranium opportunity this post from ZeroHedge sums it up quite nicely. This was pcked up from Harris Kupperman (Adventures in Capitalism) website https://adventuresincapitalism.com/2.../the-new-gbtc/ and sums up possibilities. https://www.zerohedge.com/markets/bi...tunity-uranium

Thanks for all the info brotha! Kupperman was featured in that Real Vision video I mentioned above. Now I just need to look into the miners. CME futures have almost zero volume so that's a no go. Maybe I'll buy some spot Uranium and store it in my basement . Agree with you that this is a multi-bagger still, gotta get some exposure in my retirement account too.
Quoting BTCmailman
Alright I'm convinced, bought 100 shares of U.UN to start. Great video on this just came out on Real Vision, unfortunately behind the paywall or I'd share it here. This is basically a massive short squeeze - mines are shutting down and utilities are massively short Uranium + positive feedback loop of price increasing and Sprott continuing to buy. {image}
Welcome to the party BTC. I use to subscribe to RealVision but haven't for some time now. I'm sure their video sums it up well. John Quakes and Uranium Insider are great Twitter feeds for Uranium. John published his breakdown of US and TSX stocks spread across Producers and Developers on his feed. Two top picks over there would def be NextGen Energy and Cameco. I got a large move on Western Uranium but now have all in ASX companies.

Happy trading.
Quoting BTCmailman
{quote} Thanks for all the info brotha! Kupperman was featured in that Real Vision video I mentioned above. Now I just need to look into the miners. CME futures have almost zero volume so that's a no go. Maybe I'll buy some spot Uranium and store it in my basement . Agree with you that this is a multi-bagger still, gotta get some exposure in my retirement account too.
The futures market is way too thin. Sure you wouldn't have any problems getting physical into your basement just park it next to your gold and silver.

I've been fairly heavy into the stocks for over 2 years now, most of the stocks have already 10 x so looking for a lot more from here over the next few years. Only one I recently pulled out of was Western Uranium and have spread funds across ASX companies.
Quoting squawk
For those not knowing much about the Uranium opportunity this post from ZeroHedge sums it up quite nicely. This was pcked up from Harris Kupperman (Adventures in Capitalism) website https://adventuresincapitalism.com/2.../the-new-gbtc/ and sums up possibilities. https://www.zerohedge.com/markets/bi...tunity-uranium
I've been searching for a uranium thread and a useful vessel to trade the stuff - Great info, squawk! Going to post here instead of my (dead) Uranium thread on energy exch.

I plan on getting long Sprott's U.U tomorrow morning and adding consistently. There has always been a strong fundamental case for uranium and the public perception as well as lack of ESG attention couldn't get much worse. The situation with Sprott and the physical market makes uranium much more interesting - I'll have to take a deeper dive into these videos as well.

Edit to add: Found Sprott's slide deck for the trust.
Quoting yieldjunkie
{quote} I've been searching for a uranium thread and a useful vessel to trade the stuff - Great info, squawk! Going to post here instead of my (dead) Uranium thread on energy exch. I plan on getting long Sprott's U.U tomorrow morning and adding consistently. There has always been a strong fundamental case for uranium and the public perception as well as lack of ESG attention couldn't get much worse. The situation with Sprott and the physical market makes uranium much more...
Great to have around Yield Junkie. I expect this thread to get busier the more Uranium starts hitting the investment media. U.U will be a great way to get on board. I have a mix of larger companies as well as Juniors.
Another Good Day for U-Stocks on the ASX
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The massive increase in trading volumes for Uranium ETF. Now up 82% YTD and 216% since launching 18 months ago. Worth half a billion to date.
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https://www.barrons.com/articles/ura...er-51631204868
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Good interview BOSS Energy

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  • Post #34
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  • Edited 3:57am Sep 10, 2021 3:36am | Edited 3:57am
Good Real Vision video. A good discussion of the total video. If you have the time worth watching all although we have moved on from the date this interview was done.

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Long 50 shares SRUUF @ $11.89

Going to add more at the beginning of next week.

Quoting BTCmailman
{quote} Thanks for all the info brotha! Kupperman was featured in that Real Vision video I mentioned above. Now I just need to look into the miners. CME futures have almost zero volume so that's a no go. Maybe I'll buy some spot Uranium and store it in my basement . Agree with you that this is a multi-bagger still, gotta get some exposure in my retirement account too.
I was able to find that Real Vision video - good stuff. Starting to see several uranium headlines about the squeeze. After a few more allocations to the physical trust I'll likely take a look at the miners as well, but I'm hesitant to add too much firm-specific risk without knowing the industry better.
Quoting squawk
Another Good Day for U-Stocks on the ASX {image}
Squawk it looks like you know what you're talking about when it comes to industry specifics (new mines, production targets, etc.) - are you allocating across miners based on this info?
Man I've been chasing U.UN up all morning, finally got another 100 shares at 16.40

Also bought some calls in CCJ and NXE expiring in 2022.
Sprott just filed to raise $1bn more. More shares = more uranium

https://www.globenewswire.com/news-r...rospectus.html
Some Huge Short Squeeze action today..
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Quoting yieldjunkie
Sprott just filed to raise $1bn more. More shares = more uranium https://www.globenewswire.com/news-r...rospectus.html
Yeah Baby!!!!
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