#Uranium
I just can't believe the amount of people including big accounts talking about selling / scaling out soon from
#uranium
. We've barely even begun this bull market, just come out of 2-year consolidation. This whole sector has vaccine induced stupidity
@OzraeliAvi
Wait, so minimum wage waiters at a restaurant were allowed to demand people's death jab status, but now it's "private medical information" GFY GFY GFY π€‘π€‘π€‘
#Uranium
#Coal
went from $50 to $400, orange juice went from $70 to $377. You think the commodity that supplies ~10% of world baseload electricity that's currently under huge supply deficit can't go $300+? ππ€π
#Uranium
Can the people deciding to sell right now PLEASE stop announcing it on Utwit like you're making some kind of genius play ππ You're total idiot morons selling when the bull run has barely begun. STFU and have a lovely day! Thanks!
#Uranium
To put the $KAP 2025 production cuts into perspective -13.65M LBs is somewhere around 8.5% of global supply. Utilities just lost over half a Cigar Lake in a huge supply deficit market. This truly is the moment bulls have been waiting for. Magnificent π₯Ήπππ»π€π₯
#Uranium
Well that's a wrap. Sold everything except $GUE, im done. Never looking at the scam market again what a joke. Im going into physical metals. Made some profits, had some fun but time to move on. GL everyone, hope your dreams come true π€π» Will be deleting this account
#Uranium
The year was 2028, spot price had consolidated at $79.80lb. UI lengthened the thesis to a 25 year trade. $BMN just released their 13th DFS, this one prints at $95lb. $GLO just signed a joint development deal with the Junta and JB was still asleep. This is
#uranium
ππ
#Uranium
#BannermanEnergy
$BMN At $4 share price, 150million shares issued $BMN has a market cap of $600million. Call it $3 a pound on 200m lb resource. We could 2-3x from here and would still be massively undervalued imo. Bears will not believe this is true ππ
#Uranium
One reactor refill moved the spot price +20%. This should show up in the markets next week, transaction done for 2million lb @ $59 π€―π€―π€―
"You sit there, you sit on cash, you wait for something really interesting to happen, and when it happens, you press the accelerator..."π
@hkuppy
on taking
#uranium
exposure to "lunatic level" during our most recent members only happy hour!
There's new rumours our there that $KAP Kazatomprom has overproduced their older assets (leached too agressively for too long with acid) and have depleted them.
If true (I doubt it's as bad as Kuppy writes tbh), that would totaly and completely break the
#uranium
market...
#Uranium
@DeepYellowLtd
$DYL now has $235million cash in bank to develop Tumas deposit after completing tranche 2 of their capital raising today. JB doing JB stuff π€π»π
#Uranium
Anyone else notice the relative silence today from UTwit π§π€ on huge day? It's almost as if a bunch of
#uranium
followers either sold before rip or didn't buy the dip. Easy to tell who's really invested here, and I love you all π€£π€£
#happyday
#uranium
#silentBedwetters
#Uranium
These ARE the days we live for π₯² Imminent mental breakdown avoided.. for now π€My 100%
#uranium
PF up over 10% today, this truly must be the next leg up. $URNM today did largest volume in its HISTORY. Nothing stops this train ππ
#Uranium
$80 spot and the
#ASX
equities barely moved. This is the Big Short theme playing out where it took time for price actions to correlate. Absolutely ridiculous but nothing to do here but wait.. Tick tock
Latest
#uranium
sector research from Shaw & Partners, upgrading price forecasts to US$150/lb and highlighting a structurally under-supplied market.
@Lotus_Resources
$LOT named as a preferred exposure in the below, Buy & $0.72/share target π
#Uranium
$DYL now $BMN both made new cycle high's today. Congrats all diamond handed
#uranium
warriors still holding strong with multi-bags we got this ππππ€π»
#Uranium
Phrases soon to be heard
"Looking overbought"
"MacD & RSI is cooked"
"Due for a pullback"
"Nothing goes straight up"
"Taken profits"
"Market caps make no sense"
"Gonna buy on next pullback"
Nerds π€£πππ₯π
#Uranium
$KAP Screenshot taken featuring Kazatomprom's exodus of executives resigning since 2020. Given the latest $KAP production decline news, did all the executives look under the hood, see the terminal problems and flee the sinking ship?
#thisisfine
#February1
$KAP
#Uranium
@DeepYellowLtd
$DYL I wonder if JB's phone was being answered today (we know its ringing π) Reality will be starting to set in now for complacent western utilities. In JB we trust π€π»π
#Uranium
Remember the famous Rick Rule story about piling into Paladin at 10c then it went to 1c before equities launched. Yeah well, we're living it again πππ
#Uranium
@DeepYellowLtd
$DYL JB knows how to build
#uranium
mines. His team built Langer Heinrich & Kayelekera mines under Paladin. They have $235million cash and the blueprints to build Tumas aka "Langer on steroids" No other developer has this experience. None. Few. Moonππ€π
#Uranium
The π³π³ shook the tree and then shook some more. They shook the tourists and FOMO'ers loose but there was a small band of
#uranium
crazies that never sold, never stopped believing, just kept adding to positions. We salute all ππ π€£π€£
#Uranium
#BannermanEnergy
$BMN The 2006-07 bull run $BMN went from 80c to $40 in 12 months ππ₯³ Our low for this new bull cycle was 18.3c/1.8c in March 2020. The possibilities are staggering, this time $BMN is an advanced developer. $BMN @ $1.20 in March 2023 was a gift π₯³π
#Uranium
@DeepYellowLtd
$DYL
"The lack of sufficient incentivisation coming from the expectation of even higher prices is holding back companies from making positive investment decisions"
"Upward pressure on
#uranium
prices is expected to remain for at least a decade" ππ
#Uranium
#ASX
Huge Monday as spot crosses $70. My 100%
#uranium
PF finished +10.45%π₯³ Stars of the day had to be our boy $DYL with a monster +13.14% on high volume and then $BMN +11.74% and $OKR +16.67% ππ₯ both on large volume. $YCA opened green, over to you US/Canadaπ€
#Uranium
@DeepYellowLtd
$DYL Big shorts covering in latest data from Monday 15 January. Shorts purchased approx 6.1million shares on Monday 15/01 reducing shorts now to 68.8million. Shorts are getting destroyed!! π₯π₯ππ
#Uranium
Biggest bag of shit trade ever. Spot at $87 and equities are closer to SPs when spot was $30. I remember Justin saying 5x equities for each double of SPOT price. Worst joke clown trade of all time absolutely miserable.
#Uranium
#ASX
Portfolio update. I hold 3
#uranium
companies now after hodling 6-8 for most of this calf market. Holdings are:
$BMN 43.43%
$DYL 42.38%
$GUE 14.19%
Haters will say im nuts to have 75% of net worth in 3 companies and that I should diversify. To them I say...ππ
#Uranium
I also get the feeling we're about to have a religious experience in
#uranium
. Most likely starting this week or next week at latest π€π§ Me senses are lighting up like a Christmas tree here.
1) All week, I was amazed at how strong uranium was, while most other CUSIPs were in melt-down. Physical kept up-ticking. SPUT even had a bid. Think that the panic starts on Wednesday when NEI ends, and the 7 guys with 7-fig RFPs for Dec realize that thereβs no offers availableβ¦
#Uranium
After listening to the latest
@CruxInvestor
interviews with $DYL JB and $BMN GC Im back to full bull status. General markets can eat my shorts,
#uranium
WILL have its day. Especially the Namibia developers. We're going to the moon, only question is wen ππ»π€
#Uranium
Man some days this trade really gets me down. Waiting YEARS for something good to happen. I find some comfort that I decided a long time ago either
#uranium
wrecks me or makes me a millionaire. Nothing changes
#LFG
#wenMoon
@devengandhi
Sold 12% of portfolio this week just my trading positions I exited. Took some pathetic profits before they're gone too. I don't have much faith anymore for so many reasons. This market can GFI
#Uranium
@BannermanEnergy
$BMN Starting to get Gamestop feelsπ€Bears can't say nothing when we're $600m AUD MCap with net cashflow post-tax $2.7B @ $95lb. Is $95 even realistic now? More like $120-150 term imo π€ Absolutely printing. We're gonna need a bigger boat πππ
#Uranium
I've no interest in trimming my PF hereπ€I'll leave vast majority of it 12-18 months and let the chips fall where they may. That should be long enough to overcome any market instability imoπ§Everyone got their own journey in
#uranium
. That's just me. You do you π€π»π
@realDrBrendan
I met one of the young Victorians that are flooding QLD now. This guy was a walking stereotype he had it all. Classic white guy full arm sleeve tatoo, he called me antivaxxer within 2 mins of talking then he praised Dan Andrews. πππ€£ Im not even joking. Heading to outback QLD
#Uranium
#Namibia
π³π¦ January was a monster month for the equities and particularly the Namibian triangle of goodness $DYL $BMN $EL8 ππ»π€π³π¦π
January % gains
$DYL 33.94%
$BMN 34.94%
$EL8 35.96%
#Uranium
Added to
#Bannerman
$BMN yesterday. Still got 30% cash. Never been more loaded with
#uranium
shares in the past 3 years than rn. Im taking huge financial risks here, I don't care. I believe in this investment as much as anyone ππ€ Live by the sword, die by the sword
#Uranium
@DeepYellowLtd
$DYL currently up 18.5% on huge volume. The πof
#uranium
developers led by John Borshoff is popular again after $KAPs huge production downgrade. I am Jack's complete lack of surprise ππ»π€π
#Uranium
#ASX
At the risk of cursing us π€£ I'll ask. What pullback? πππ§ Was that the final ETF rebalance on Friday when we gave back ~70% of our daily gains? π€ $PDN consolidating at cycle highs now while $DYL $BMN on a tear π Let's gooooooπ₯π»
#Uranium
@DeepYellowLtd
$DYL The best
#uranium
developer in the world is Deep Yellow IMO. Who else successfully raised $250million to significantly progress their mine? Nobody, that's who π I don't know when but $DYL massively outperforms in this bull run. Few ππ
Kazatomprom expects its 2024 production to be adjusted due to the challenges related to the availability of sulphuric acid. Itβs only the beginning
#uranium
#Uranium
I look around and all I see is cost of opportunity holding this piss weak uranium stocks. Then I have to watch as many of my watchlist non-U stocks are mooning rn but I couldn't buy any because all money in this joke uranium.
#GFY
#Uranium
starting to frustrate many, we discussed this upcoming dip everyone knew it was coming ππ I think we dip further here for a brief moment in time before moon launch. No
#uranium
bull should be worried, its the same pattern
#Uranium
When you wake up at 2am quickly check the scoreboard then 35minutes later you're fully awake on twitter
#ffs
ππ₯π³π»π€π€―ππ§π₯³
#Uranium
With the Cameco and Kazatomprom conference calls next week, could these be the catalyst to turn this sector around? π€Technically most stocks oversold, I don't remember being so low going into these calls. Particularly interested in KAP's acid and production situationπ§
#Uranium
Now CEO of Boss energy has cashed out 72% of his shares, I predict investors will take some $boe profits off the table. You want highly conventional mines in
#uranium
, boring open-pit models with no surprise. Enter $dyl and $bmn, zero frozen walls or pH issues here ππ
#Uranium
#Paladin
$PDN Released their quarterly report this morning. The restart of Langer Heinrich mine is 60% complete with delivery of critical plant and equipment to site. The restart remains on schedule and on budget. $126.2 million cash @ 30 June 2023. Solid quarterly π
#Uranium
Now we begin to understand why the utilities have been slow to sign new contracts. They still slurping on the Cameco teat for those cheap pounds. Boy $CCJ really plunged the knife in here to the industry. IMO new term contracts have been delayed because of cheap lbs
#Uranium
Not sure which U bros needs to hear this, but we ALWAYS have huge tree shake days at the end of a downswing. EVERY SINGLE TIME. Either hold or buy, that's my non-financial advice πIt hurts but is necessary these retracements. Im likely buying some U shares todayπ€
#Uranium
$90/lb is the new $60. All things considered. Governments want a small stake? Ok, add that into the financing model and the
#uranium
supply contract discussions. Utilities, we have a new price for you ππ
Such a bittersweet day today.
#Uranium
is launching and I have to put my cat of 15 years to sleep today. I love animals with all my heart so this is incredibly sad. I'll be back in a few days take care all
#Uranium
$92E When Sachem Cove aka Mike Alkin are quietly accumulating a substantial position in $92E being careful not to cross the 5% mark, you should really take notice of this imo ππ§π€ I find it funny they went to the trouble of being <5% but $92E outs them anyway ππ
#Uranium
$PDN $DYL Well that was a cute panic firesale based off nothing except maybe's ππ Btw mining companies in Africa ALREADY pay their host Govt mining royalties. Absolute coward panic sellers π€‘π€‘. At least they're gone now. And crushed ππ This too shall pass
#uranium
#Uranium
$CCJ The more I dig on Cameco the more red flags found. Average realised sales price 2023 was $46.81. Huge ceiling caps denying access to full SPOT and term prices into 2027. Massive foreign exchange losses. So many dishonest posters. Yes, they are selling pounds cheap!
#Uranium
SPOT price ticking up in the background now at $62 π₯π₯ππ People calling for $70 SPOT by Christmas may be in for a rude shock π€π§ I don't believe $70 SPOT by Christmas is very likely, more like $70 SPOT by October ππ
#Uranium
@DeepYellowLtd
$DYL Making it clear there will be NO capital raising anytime soon for the shorts π₯πThe shorts have declared war on $DYL shorting more stock. This is a call to arms for all the ππwarriors, make the shorts cover and die
#debtfinancing
#dumbmoney
ππ
$DYL has announced an ore reserve upgrade drill program is scheduled to start at Tumas 3 deposit on 21 Feb 24
Program will focus on converting some of the 67.3Mlb of probable reserves to a proven status & will also support debt financing efforts
#uranium
#Uranium
@DeepYellowLtd
$DYL Shorts are 100% in the market today. Dear oh dear, the shorters are barely more than degenerate gamblers betting on timing of CRs. Trouble is they still owe 68million shares. Very tough to buy that many $DYL shares on a tight register π₯π
#Uranium
The amount of noise right now is unbelievable. Every other day see people saying the
#bull
run is over. Lol bruh π€£π Im still 100% positioned, took profits in $pdn reinvested into $dev $el8. Thesis fully intact imo, nothing to do but hold jmo
#Uranium
Spot now hitting $90 and the equities are red AGAIN today. Is this some stupid joke that the bears get that bulls don't? Wtf
#ridiculous
#wenmoon
π ππ€‘π§π
#Uranium
How is there going to be any significant pullbacks in the equities >25% & longer than 1 month when the SPOT price is likely to keep going up for the next 18 months before finding price equilibrium? π€ Don't worry I'll wait ππ
#Uranium
Wyckoff chart patterns in play. Open your F eyes and look people, it's staring at us. If you can't see the textbook accumulation pattern go to Specsavers seriously
#Uranium
@DeepYellowLtd
$DYL Footage of shorters this morning after seeing $DYL still has $25.2million cash in bank with further $4-5 million being returned soon from a Govt rebate. Im expecting more shorts covering today!!
#LezFGoe
#Uranium
$DYL
#DeepYellow
Good time for a shorts update. Currently 2.48% down from nearly 11% at its max. I think it's fair to say, shorters have lost millions shorting JB and Deep Yellow π€£πI bet they were still covering today muahahaha ππ
#Uranium
Recent pullbacks from highs in the
#ASX
majors showing $DYL has the greatest resistance to downside on this downleg π§In JB we trust π€π»π
$BOE -38%
$BMN -35%
$LOT -35%
$PDN -28%
$DYL -22%
#Uranium
@BannermanEnergy
$BMN Extreme bullish alert. This is a superb presentation by Brandon outlining the exact position and path forward for Bannerman and their monster 200million+ LB Etango single orebody deposit. Highly recommended viewing ππ€π»
#Uranium
#ASX
$AGE Into trading halt this morning. Capital raise confirmed $23million @ 5.2c, a 23.53% discount from current SP. Cash reserves circa $40million after CR completed. Savvy move from $AGE here to give them liquidity to progress projects. RIP traders πππ₯π₯
#Uranium
#ASX
on π₯π₯today with $PDN and $DYL both surpassing their intracycle highs ππ₯³π€ $AGE catching a bid today no surprises there πππ€£ And our boy $OKR looking to challenge 20c again π Good times!
#Uranium
#Paladin
$PDN going the traditional route with debt financing. I could be wrong but I was under the impression $PDN were fully funded with working capital with their prior and huge CR. Fascinated to see what happens to the share price here π€π§Also no interest rate π€£
#Uranium
What if $DYL and $BMN merged, then they simultaneously developed their E-Tango and Tumas mines then after that they built Mulga Rock with the Rare earth circuit activated. It would get $DYL and JB to their 10million pound producer status. Imagine the value unlocked ππ€
#Uranium
#DeepYellow
$DYL I took time out from raging to absorb this news from $DYL over a few Cooper's Ale tonight. JB and team taking this company from respected
#uranium
junior into international multi-mine 10m+ LB producing monster π»π€JB is the F man
#LFG
#Uranium
#DeepYellow
$DYL Ive been reading the $DYL annual report tonight, here's an early snippet that caught my eyeπ§π₯π
"Project financing discussions have also commenced"
@awokeb0t
No. If you live in Australia best advice is get out of the cities onto some farmland if you can. Life in rural Australia is lovely π₯°π₯° that's where you'll find a lot of good folk on the land
#Uranium
#DeepYellow
$DYL Extensive 656-hole drill program for 36,647m completed at Mulga Rock π₯³Updated MRE due Q4 2023 which includes
#uranium
AND
#rareearths
and
#critical
minerals. Absolute cracker news release to start the week lets go πππ»π€β€οΈ