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re: Uranium>Silver
Posted on 5/28/25 at 6:26 pm to itsbigmikey
Posted on 5/28/25 at 6:26 pm to itsbigmikey
This article came out last week and was posted on zerohedge.com. Bullish for uranium stocks over the coming years.
Nuclear stocks set to soar
Nuclear stocks set to soar
1
Posted on 6/17/25 at 7:46 am to goodgrin
There was a good bump in the major uranium stocks yesterday that I think may be sustainable. SPUT appears to be ready to buy $200 million in supply which may be enough to spike fuel cost and equities downstream. CCJ is especially well positioned right now
Posted on 6/18/25 at 6:41 am to molsusports
It’s too bad we didn’t discuss the infrastructure investment side first haha. Oklo, smr, etc. have done numbers.
Fuel cycle will have its turn but when is the question. I’m still loaded up and going to go in heavy on the inevitable next dip. The longer this is taking to play out the further back the slingshot is getting pulled imo. The demand story into the 2030’s is insane and there isn’t a relief valve that I can see in the near term
Fuel cycle will have its turn but when is the question. I’m still loaded up and going to go in heavy on the inevitable next dip. The longer this is taking to play out the further back the slingshot is getting pulled imo. The demand story into the 2030’s is insane and there isn’t a relief valve that I can see in the near term
Posted on 4/13/26 at 9:51 pm to itsbigmikey
Surprised this thread hasn’t gotten the bump
Took profits on all my uranium / nuclear last year. Some have sold off, some hanging in there.
Small modular in particular seems to have sold off the most when the market realized it was a bit ahead of itself. But I do think nuclear will continue to be an exciting theme in energy through next 5-10 years.
Took profits on all my uranium / nuclear last year. Some have sold off, some hanging in there.
Small modular in particular seems to have sold off the most when the market realized it was a bit ahead of itself. But I do think nuclear will continue to be an exciting theme in energy through next 5-10 years.
Posted on 4/14/26 at 6:04 am to LSUcam7
This is just how it’s been in this trade. Volatile but higher highs and higher lows. The S&D situation is nowhere near balanced. Still long the fuel cycle and accumulating on washouts.
Posted on 4/14/26 at 10:21 am to itsbigmikey
I think the administration will wake up to the fact that China is ahead of us on nuclear frameworks.
It’s a real competitive advantage they have and hopefully POTUS gets his head out of Israel’s arse to see it.
Do we have any expectations of commercial viability for SMR? Companies like BWXT are driving the industry with it.
It’s a real competitive advantage they have and hopefully POTUS gets his head out of Israel’s arse to see it.
Do we have any expectations of commercial viability for SMR? Companies like BWXT are driving the industry with it.
Posted on 4/14/26 at 11:20 am to LSUcam7
i am still holding material position in CCJ, URNM, and URA - staying on uranium side although i can see nuclear there will be some biggies - i just am playing it safe so
to speak with a little exposure through URA.
Still early in this game and massive deficit in the future keeps getting more and more bleak (or great lol)
to speak with a little exposure through URA.
Still early in this game and massive deficit in the future keeps getting more and more bleak (or great lol)
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