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re: Uranium>Silver
Posted on 3/3/22 at 8:22 am to Tiger0527
Posted on 3/3/22 at 8:22 am to Tiger0527
This thread needs a bump. So much going on in this space. All of the inherent fundamentals plus the Russia/Ukraine conflict are launching the next leg of this cycle. SRUUF breaking out and spot price eclipsing $50/lb seems like it might be the tilting point. The carry trade may be unwinding and supply could be drying up. If some tutes start loading this may get crazy... Thoughts?
2
Posted on 3/3/22 at 9:06 am to itsbigmikey
I have agree. Uranium is an excellent play currently.
Posted on 3/3/22 at 1:35 pm to tenderfoot tigah
Some interesting (unusual) activity on the call side in the options market today.
Posted on 3/3/22 at 3:02 pm to itsbigmikey
quote:
Thoughts?
Barring a nuclear accident the sector will do very well
Huge volatility is the norm though. Most of the sector doubled between August and November. But then dropped between 40 and 50% between November and February
Buying stuff like URNM strikes me as a great way to invest but still sleep well
Posted on 3/3/22 at 7:04 pm to molsusports
....and it's gone.... thanks to Vlad.
Posted on 3/3/22 at 7:34 pm to Wraytex
Assuming (hoping) this is nothing, should be able to get on a huge discount tomorrow.
Posted on 3/4/22 at 6:59 am to ChiGator
There is a lot of similar market sentiment.
E.g., The Global X Uranium Etf (URA) call-put ratio is 54 to 1 put with a focus on April 22, April 27, June 25 and June 27 calls. Pete Najarian cited a bunch of activity centered on June 25 options. Said someone bought 4000 June 25 calls yesterday.
E.g., The Global X Uranium Etf (URA) call-put ratio is 54 to 1 put with a focus on April 22, April 27, June 25 and June 27 calls. Pete Najarian cited a bunch of activity centered on June 25 options. Said someone bought 4000 June 25 calls yesterday.
Posted on 3/4/22 at 7:59 am to Wraytex
Buying opp incoming! Gotta love a little FUD during a bull market. Who said this sector isn't volatile haha?
Posted on 3/7/22 at 9:31 am to Tiger0527
What a roller coaster this has been over the last week. Strong start to the day
Posted on 3/7/22 at 9:40 am to itsbigmikey
Dumped otlk Friday and slid over to UEC on the -14% day. The rest of the week will cure me of feeling smart. ;)
Posted on 3/9/22 at 2:34 pm to itsbigmikey
U sanction rumors? I'm still holding tight.
Posted on 3/9/22 at 2:39 pm to LSUregit
DNN and UEC are ripping.
Posted on 3/9/22 at 6:59 pm to Wraytex
The fuse may have been lit - numeric bid/ask exploded to 59/60 and SPUT only bought 200k -
Sitting on 130 million in dry powder.
Sitting on 130 million in dry powder.
Posted on 3/10/22 at 8:54 am to igoringa
SPUT is on a tear right now. If the physical market is as tight as the rumors are saying, SPUT is going to squeeze the hell out of this thing. 4,100 shares baby let's eat!
Posted on 3/10/22 at 1:40 pm to itsbigmikey
Anybody think it's strange how SPUT it trading today? They must be issuing shares like crazy or something.
Posted on 3/10/22 at 10:06 pm to itsbigmikey
The free supply of Uranium is drying up perhaps. The Uranium investor sometimes comments on this. The price per pound is starting to rise and the number of countries (e.g Japan and Germany) starting to reverse course on using nuclear power is increasing. Also, alternative power sources like natural gas, oil, and coal are also spiking- making nuclear cheaper still by comparison even if it doubled or tripled in cost.
Posted on 3/11/22 at 6:11 am to molsusports
I read this "They can only fulfill up to 60% of daily volume via their ATM. So, they can essentially stick a refreshing offer in the market until they reach that limit. Hence price being pegged sideways."
Makes sense to me. Equities might not be able to keep up with physical unless this slows down a bit; this cycle is ramping very quickly. Might add more to SRUUF honestly
Makes sense to me. Equities might not be able to keep up with physical unless this slows down a bit; this cycle is ramping very quickly. Might add more to SRUUF honestly
Posted on 3/14/22 at 3:31 pm to Tiger0527
Added to $SRUUF and $URNM today. Hoping to add more in the coming days
Posted on 3/28/22 at 1:33 pm to itsbigmikey
Bump. How's everyone feeling? Spot teetering just under $60/lb. Despite all of the volatility, the spot price has been pretty damn resilient but equities still seem to be playing catch up. I think we're consolidating and preparing for the next leg up. A LOT of smoke about the carry trade finishing the unwinding process which will start to rear it's head sooner rather than later IMO.
Up to 4,200 shares of Sput (SRUUF) and really trying to convince myself not to buy more. If you own shares of URNM make sure to vote for the Sprott takeover. Once liquidity is proven and the whales start to show up... look out.
Up to 4,200 shares of Sput (SRUUF) and really trying to convince myself not to buy more. If you own shares of URNM make sure to vote for the Sprott takeover. Once liquidity is proven and the whales start to show up... look out.
Posted on 3/28/22 at 3:16 pm to itsbigmikey
I agree, the Sprott takeover will be huge for URNM. At 48% vote. They should get it done this time around.
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