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re: Uranium>Silver
Posted on 2/1/24 at 11:30 am to itsbigmikey
Posted on 2/1/24 at 11:30 am to itsbigmikey
Beautiful news on a beautiful day - 6% of world production gone in an already deficit market - our time is coming/has come
0
Posted on 2/1/24 at 11:32 am to itsbigmikey
Has been tempting to take some profits but I think this thesis still has legs.
Posted on 2/1/24 at 12:43 pm to Odinson
I think you're right. All about our appetite for volatility at this point with equities. Downward pressure on the spot price seems like a fairytale with what is happening currently. Really anticipating what Cameco comes out with during earnings on the 8th. $KAP's "bad news" raised their stock price 10% today. Hoping for more "bad news" on the 8th
Posted on 2/1/24 at 12:49 pm to itsbigmikey
Looks like spot starting to get frisky again too. Ask at $108
Posted on 2/14/24 at 8:34 pm to itsbigmikey
UUUU creeping back down to $6.60, wondering if it's time to add to my positions
I got in around this price point in 21 and have watched it bounce to high 8s and back several times since.
With the other uranium stocks reaching highs, and the long term outlook of uranium looking so good, I'm not sure why this one is behind. They stress they have no debt, and usually report decent earnings.
I got in around this price point in 21 and have watched it bounce to high 8s and back several times since.
With the other uranium stocks reaching highs, and the long term outlook of uranium looking so good, I'm not sure why this one is behind. They stress they have no debt, and usually report decent earnings.
Posted on 2/15/24 at 6:54 am to ArmydawgMD
Not a bad idea. The volatility in this sector is no joke but allows for great DCA opportunities. I'm having to build some cash currently but would probably be joining you if I wasn't.
Posted on 2/15/24 at 8:30 am to Tiger0527
Remember folks, Always hold the physical product over an ETF.
Posted on 2/27/24 at 8:10 pm to tigersint
Any takes on NuScale (SMR)? Was considering pairing it with CCJ, UEC and UUUU.
Really would like to pick a few North American companies. If not, will just go for URNM and NLR ETFs.
Really would like to pick a few North American companies. If not, will just go for URNM and NLR ETFs.
Posted on 2/27/24 at 8:52 pm to LSUcam7
There have been good dips on sput, urnm, and urnj. I think those are all good options. There are a dozen specific companies that are potentially big movers but frankly you capture that basket (not individual companies) more effectively with urnm and urnj.
I still have a bias for some companies that I bought when they were cheaper. At current prices I prefer the basket investment option.
I still have a bias for some companies that I bought when they were cheaper. At current prices I prefer the basket investment option.
This post was edited on 2/27/24 at 8:53 pm
Posted on 2/27/24 at 9:46 pm to molsusports
Generally avoiding URA / NLR? Just would rather focus on spot price and miners?
Posted on 2/28/24 at 7:32 am to LSUcam7
This sector is extremely volatile. I personally like URNM and URNJ better than URA just because they're uranium pure-plays while URA isn't. URA has more liquidity and a better options chain which is nice though.
This is all about your risk appetite. IMO the surest bets are U.UN (Sput), CCJ, KAP, URNM, URA, URNJ. After that maybe UEC and NXE. Going to be a lot of small guys that rocket and a lot that go to zero, and I don't have the risk appetite or diligence to try to find out. I own some EU, UUUU, and DNN but am letting my URNJ position get me the exposure to the juniors.
Been an interesting couple of weeks. These dips are hard to stomach but in the end the fundamentals haven't changed. Higher prices will unlock some supply but in the end more of the stuff needs to be mined/produced and that can't happen with the flip of a switch. Holding on tight
This is all about your risk appetite. IMO the surest bets are U.UN (Sput), CCJ, KAP, URNM, URA, URNJ. After that maybe UEC and NXE. Going to be a lot of small guys that rocket and a lot that go to zero, and I don't have the risk appetite or diligence to try to find out. I own some EU, UUUU, and DNN but am letting my URNJ position get me the exposure to the juniors.
Been an interesting couple of weeks. These dips are hard to stomach but in the end the fundamentals haven't changed. Higher prices will unlock some supply but in the end more of the stuff needs to be mined/produced and that can't happen with the flip of a switch. Holding on tight
Posted on 2/28/24 at 12:38 pm to itsbigmikey
FWIW I don't know how to predict this cycle's Paladin. But among those most likely to produce I would include: Nexgen, UEC, Global Atomic, Deep Yellow, FCUUF, DNN, Goviex, FORSYS, Encore, and Bannerman.
They all have disadvantages though. And should not be bought unless you have a lot of time to watch them carefully. If you want to buy just one individual Uranium stock it should probably be either SPUT or CCJ.
They all have disadvantages though. And should not be bought unless you have a lot of time to watch them carefully. If you want to buy just one individual Uranium stock it should probably be either SPUT or CCJ.
Posted on 2/29/24 at 11:37 am to tigersint
quote:
Always hold the physical product over an ETF.
Agreed….I have a few bricks of uranium in my basement.
Posted on 3/18/24 at 11:38 am to SquatchDawg
NuScale (SMR) price way up after earnings call last Friday.
Posted on 5/9/24 at 8:32 pm to LSUcam7
I’m seeing more and more articles, X posts, etc. on the logic of nuclear as the most efficient and responsible fuel source.
Have a feeling this will be a long term opportunity for some US based companies.
Have a feeling this will be a long term opportunity for some US based companies.
Posted on 9/20/24 at 8:57 am to LSUcam7
quote:
Constellation Energy to restart Three Mile Island nuclear plant, sell the power to Microsoft for AI
Posted on 9/20/24 at 10:04 am to LSUcam7
Doug casey is bullish but this is complicated due to leases, etc. Anybody subscribe to uranium insider?
Posted on 9/20/24 at 10:09 am to RollTide4Ever
At minimum, it’s bullish for the industry. Further evidence that corporates are coming around to the notion that nuclear is part of the solution to the power grid needs.
Posted on 9/23/24 at 7:05 am to RollTide4Ever
Not a subscriber to UI but I keep an eye on their stuff. Added a little to my ETF positions on this drawdown but still sitting on a lot of SPUT. Term price has finally caught the spot price and looks to have set a floor for this thing.
Still think there is plenty of upside left but the timing is murky. All I know is the news flow is amazing for this sector and you add the impending AI/data center energy demand to the yearly supply deficits... A when not if story IMO
Still think there is plenty of upside left but the timing is murky. All I know is the news flow is amazing for this sector and you add the impending AI/data center energy demand to the yearly supply deficits... A when not if story IMO
Posted on 9/23/24 at 8:34 am to itsbigmikey
I’m up over 30% on silver and only up 2.5% on uranium. Silver>Uranium.
I am in Oklo so hopefully it’s a lottery ticket.
I am in Oklo so hopefully it’s a lottery ticket.
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