peripheral🍄things @greentardscycle Twitter profile

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@greentardscycle

3 years

@JackPosobiec Ladies and gents, may I present to you... the metaverse 🥴

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@greentardscycle

3 years

BofAML upgrades $CCJ to buy from neutral, move target from $32 to $40 Cite: - s/t bullish U3O8, see $60 in Q1/22 - more contracting activity - carry trade less attractive - nuclear seen as more necessary publicly

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@greentardscycle

4 years

@Cokedupoptions @chamath Saudis in Audis

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@greentardscycle

4 years

Did some quick calculations on the ongoing $URNM rebalancing. In case you were wondering about weird stock moves today, maybe this helps explain it... good night from Europe!

John Quakes

@quakes99

4 years

You could really see the "Flywheel Effect" (©️ @UraniumInsider ) today as North Shore Global #Uranium #Mining ETF $URNM rebalanced.🌀 The Top gainers were names being bought with FOMO to reach new % weighting in the US$205M ETF🚀 while other names were being reduced.📉 #DoTheMath

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@greentardscycle

3 years

Top News on Bloomberg: #uranium

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@greentardscycle

3 years

#U3O8 curve is flat, so reversing carry trades is big source of uranium atm What $U.U #SPUT purchases today really create, is tightness in future. Lbs need to be bought & delivered. Today‘s material = existing inventory, tomorrow’s is still in ground. Different risk profile!

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@greentardscycle

4 years

I see a lot of (most likely inexperienced) people looking at charts like this one from $PDN from the last #uranium bull market and dream up numbers about how many times their companies will go up in this next bull cycle... That’s why I decided to write this short thread

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@greentardscycle

3 years

SPUT +16% WTF! How much new money will the ATM raise today? 🤯

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@greentardscycle

3 years

I‘ve spent the last few days building my own #uranium cost curve, essentially looking up every mine, its capacity and its incentive price (as far as it‘s public) and comparing those # vs their historically achieved production levels JESUS, YOU CAN FORGET THESE CHARTS!!! (1/2)

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@greentardscycle

4 years

Also a great Dealer / Top Händler! #silversqueeze

Gold Ventures 🟡

@TheLastDegree

4 years

Kauft physisches Silber! 🇩🇪 #silversqueeze

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@greentardscycle

4 months

@Gawhary @tazgezwitscher Aus eurer eigenen Zeitung: Hamas fucked around and now they find out!

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@greentardscycle

4 years

MS on #uranium today cc @quakes99

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@greentardscycle

4 months

Two big pharmacy chains in Sweden had record sales days for Terclara today, while pre-public holiday data last week already was pretty strong That‘s the way $MOB.ST

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@greentardscycle

3 years

Yellowcake to offer 25mil shares at 250p Somebody looking for pounds! $YCA #uranium

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@greentardscycle

3 years

What time is it? It’s ATM time! $U.U $SPUT (h/t @JekyllCapital cool function!)

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@greentardscycle

6 months

I think, I got the $MOB.ST patent application which, IF APPROVED, might help extend their existing patent into 2041/2046. (-> published 2021 + 20ys of potential patent + 5ys extension) Disclosure: I‘m not a lawyer, so take all my writings with appropriate scepticism. 1/x

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@greentardscycle

3 years

Turkey: cost base local, zinc price USD $GLO

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@greentardscycle

3 years

$GLO confirms 90% ownership of DASA Project

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@greentardscycle

3 years

$GLO #Zinc

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@greentardscycle

4 years

Paul Ma @ Sprott #uranium conference „I don‘t care so much about the uranium price but about the stability of the supply“ „Secondary supply filling primary supply gaps is not a stable situation as I expect secondary supply turning into secondary demand in the future“

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@greentardscycle

3 years

Some interesting bits and pieces out of today‘s $KAP concall

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@greentardscycle

3 years

@Watch_Greens @BILD Bin ja sonst kein Leser aber das ist mal ne geile Aktion der @BILD !

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@greentardscycle

7 months

Market dynamics for $MOB.SS first generation product 60% market share in Sweden within one year 50% market share in Canada within one year (Second slide from Q3/14 earnings report) $CPH.TO

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@greentardscycle

4 months

$AEP.V announces financing At least we now know why Beacon raised they price target recently, leaves a bad taste given company‘s assurances that they are not interested in equity issuance at these levels cc @PaulAndreola

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@greentardscycle

4 years

the market is in a significant deficit this time while it wasn‘t last time, etc etc etc. What I‘m really saying is: be really careful with looking at the past!!! That said, here are some past market caps incl. current distance to that past peak for $CCJ $PDN $DNN $BMN

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@greentardscycle

3 years

Interesting read, looks like #nuclear is going to be classified as green in the EU #taxonomy Would love to see that happen! cc @Nuklearia @Dr_Keefer @energybants @ShellenbergerMD

Merkel schwach, keiner stark: Macron nutzt Deutschlands Stillstand für Atom-Coup

Gilt Atomkraft als „grüne“ Energiequelle? Das will die EU-Kommission bald offiziell entscheiden. An der Frage hängen Milliarden Euro. Vor allem Frankreich will die grüne Atomkraft durchboxen – und...

www.focus.de

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@greentardscycle

3 years

Interesting $KAP comments

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@greentardscycle

3 years

Adding $BKY is either super-shrewd or living proof that passive is dumb money, not much in between! $URA

John Quakes

@quakes99

3 years

Solactive announces Rebalancing of its Global #Uranium & #Nuclear Components Total Return Index⚖️ tracked by Global X Uranium ETF $URA adding 8 plays: Alligator $AGE Azarga $AZZ Berkeley $BKY Forsys $FSY Laramide $LAM U Royalty $URC Vimy $VMY Western $WUC

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@greentardscycle

3 years

Da fuq, what a day!

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@greentardscycle

3 years

Ok, lots of technical stuff in this one, here are a few interesting nuggets: 1. Until US-listing is pursued, there will be no redemption mechanism for the trust. However this may change with pursuit of US-listing: $SPUT #uranium

peripheral🍄things

@greentardscycle

3 years

$U just filed a new extensive circular w/ SEDAR, should be an interesting read (can‘t link it, sorry) 496 pages, Happy Reading! #SPUT #Sprott

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@greentardscycle

3 years

$YCA General Meeting results out, Resolution approved!

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@greentardscycle

3 years

$YCA aiming to get pre-AGM approval for cap raise to be able to exercise $KAP option

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@greentardscycle

4 months

Apoteket finally lists Terclara on their webstore, it‘s about time, dudes $MOB.ST

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@greentardscycle

3 years

The $6.5mil is in line with what I expected but there is another interesting little detail in today‘s $YCA news release!

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@greentardscycle

7 months

Went through a bunch of old presentations I was able to find on $MOB.SS $MOB.ST Here are some of the more interesting slides I found (in no particular order) On competition 1. pre P3 results 2. post US P3 results

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@greentardscycle

3 years

$YCA aiming to get pre-AGM approval for cap raise to be able to exercise $KAP option

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@greentardscycle

3 years

A few points on $GLO from the VirtualInvestorConference On current sales prices per lbs discussed with utilities: „It‘s in the $50 range, they use a blended range if spot, mid-term and long-term prices“

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@greentardscycle

4 years

This is far from anything worth calling an analysis but maybe it is a wake up call for some... that‘d be great! 🤞 for a great ride, I expect there‘d be plenty of $ to be made still and perhaps we will even get an overshoot over the past cap highs... who really knows!?

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@greentardscycle

5 months

#Terclara April 18th 2024 SEK 284.25 May 15th 2024 SEK 319.00 $MOB.ST

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@greentardscycle

3 years

In case anyone is still interested 😆 $URA #rebalancing #candidates Not how tight it was on Friday for some of the names in the lower end of the cap spectrum

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@greentardscycle

3 years

Congrats to @Sprott ! SPUT took out the $1bn CAD mark today 🥳 $1bn USD next! $U.U Keep on rockin‘ in the U world🤘🏻

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@greentardscycle

3 years

These are the days when I actually ask myself why da fuq was I dumb enough to sit down for hours and hours to build various company models!? #uranium $urnm

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@greentardscycle

4 years

@quakes99 @zerohedge I‘m a bit disappointed that @zerohedge seems to use your tables John without referencing the source... bad style! You do us a lot of good with your work, @zerohedge should at least pay tribute to that

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@greentardscycle

3 years

Almost overlooked this in my $SPUT model #UF6 📈 $U.U $U.UN

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@greentardscycle

6 months

$BLDR -20% on news which have been telegraphed before? Are people just nuts?

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@greentardscycle

6 months

🚨 Spoke to a pharmacist today (big German city) Largest source of customers asking for #onychomycosis treatment actually are young females after visiting one of those nail studios. Total boom. Will follow up with more visits to other pharmacies next week #fungus $MOB.ST

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@greentardscycle

4 years

If you call yourself a fundamental investor and you are long $UEC or $URC, you CLEARLY haven‘t done your homework! OMG, this is ugly!!! #uranium Go check recent transactions, exec comp and other compensational arrangements... 🤮

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@greentardscycle

3 years

@AaronJenkin_ Awesome! Love Lake Tekapo! Great place at day and at night! This is one of mine, a bit dark but just don‘t have the real equipment for it... Did a photo trip there with Fraser Gunn last year before the pandemic hit, excellent!

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@greentardscycle

4 months

While some big guys are playing games with the stock, here‘s a quick reminder what this is really all about $MOB.ST

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@greentardscycle

4 years

I encourage everyone who hasn‘t done so yet and who srsly invests in high risk #uranium explorers to go and read old annual reports from last boom 🤯 Currently reading up on $PDN 🤢 This is truly awful stuff and those guys MADE IT into production and still never made a profit

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@greentardscycle

3 years

Can we pls include #coal as a renewable energy source in the EU #taxonomy ? Thanks!

Staffan Reveman

@StaffanReveman

3 years

Snapshot power in Germany on June 24 at 08:00 AM. Renewables have priority.

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@greentardscycle

3 years

@Grainjones Keeping the sharecount stable?

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@greentardscycle

4 years

@capitalistexp And all the rest of this movie too

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@greentardscycle

4 years

Holy **** that Chinese guy‘s numbers blew my mind 🤯 > 300 GW in #China in 2060 from nuclear, 4% CAGR 😳 #nuclear #uranium

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@greentardscycle

3 years

Could be an interesting discussion as John Ciampaglia is being joined by Per Jander of WMC Energy Webcast tomorrow 1pm EST $SPUT cc @quakes99

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@greentardscycle

3 years

@TiemannAmelia Finding out Chernobyl didn‘t cause millions of deaths and mutations -> Prof Gerry Thomas Nuclear waste isn‘t THE big problem and there would be solutions for it -> @Nuklearia When I learned about fast neutron reactors -> @energybants & Pandora‘s Promise movie Regards from 🇩🇪

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@greentardscycle

3 years

Zinc 👀 (Today trading at 3074) $GLO

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@greentardscycle

3 years

#uranium prices rising too fast for you guys? 😉

UxC

@UxC_Nuclear

3 years

If any of our subscribers are experiencing issues accessing , our IT teams are aware of the issue and service should be restored soon. Thank you.

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@greentardscycle

4 months

Imagine running one of the largest pharmacy store operations in Sweden and having your online store out of stock for a certain newly-introduced, well-selling nail fungus product for one whole fkn day! $MOB.ST

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@greentardscycle

3 years

Obviously #uranium investors need to endure some drawdowns, here‘s a comparison of $GLO drawdowns since March 2020 in comparison to $PDN drawdowns in the last cycle. Ergo: painful but not out of the ordinary

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@greentardscycle

4 months

Don‘t miss this new @smallcapdisc interview with @hadiabassi and team at $AEP.V Great discussion, enjoyed it. All the best to you guys on your way to $500m in revenues 👍🏻 Make the ballerinas dance 💃

Atlas Engineered Products (TSX.V: AEP) Update with CEO Hadi Abassi

www.smallcapdiscoveries.com0:00 Introduction0:02:28 Robotic introduction video0:06:08 AEP's robotic rollout0:07:34 Phase 1 - Game plan, timeframe and expecte...

www.youtube.com

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@greentardscycle

8 months

#Orano #uranium

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@greentardscycle

4 years

Quick update on $URNM rebalancing, here‘s the latest holdings breakdown (end of March) Compare weightings vs target to see where to expect further action (new adds at bottom) No wonder, these nano cap stocks moved so much given rebalancing was executed quite swiftly! #uranium

peripheral🍄things

@greentardscycle

4 years

Did some quick calculations on the ongoing $URNM rebalancing. In case you were wondering about weird stock moves today, maybe this helps explain it... good night from Europe!

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@greentardscycle

4 months

$MOB.ST successful cap raise seems to be done deal now

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@greentardscycle

3 years

Execution at @AtomicCorp 👏🏻👏🏻👏🏻 $GLO #uranium

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@greentardscycle

3 years

This is $URA full holdings as of Monday 26/7, (source: URA homepage). None of the new rebalancing-related positions in the portfolio yet! So the big moves in some of the names after Solactive‘s announcement wasn‘t the ETF Might be an interesting Friday this week #RebalancingDay

John Quakes

@quakes99

3 years

Solactive announces Rebalancing of its Global #Uranium & #Nuclear Components Total Return Index⚖️ tracked by Global X Uranium ETF $URA adding 8 plays: Alligator $AGE Azarga $AZZ Berkeley $BKY Forsys $FSY Laramide $LAM U Royalty $URC Vimy $VMY Western $WUC

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@greentardscycle

4 months

According to my data, Terclara should be renamed „hot cakes“ $MOB.ST

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@greentardscycle

4 years

Gene Clark (Trade Tech) @ Sprott #uranium conference: „Fuel buyers are not stupid, they know a higher price is better for them as it incentivizes more supply and secures future supply. They just don‘t want to be the first one to buy“ #GoodTake

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@greentardscycle

3 years

Just found the first ever transcript for a $GLO event on Bloomberg Nice one, @AtomicCorp #attention 📈

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@greentardscycle

3 years

Although EV/lb is not a good valuation metric (not all pounds are created equal) it still shows that $GLO is waaaay undervalued vs its Athabasca Basin comparables given the stage of the project (permitting, mine building, etc)!

John Quakes

@quakes99

3 years

With #Uranium in sustained multi-year deficit⛏️⤵️ as a #CarbonFree #Nuclear Renaissance spikes demand⚛️🏗️⤴️ with 2 major mines closed⛔️ while U prices must still double⏫ 27 May Bloomberg Consensus Estimates & Targets🎯 may help U identify most undervalued #mining #stocks .🌞 #ESG

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@greentardscycle

4 years

$URNM #rebalancing update as of 4/6 Expect some more ETF-driven purchases in $SYH $MGA $VMY $API $BOE And some more selling in $BKY #uranium

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@greentardscycle

3 years

Bidding war $UEX $DNN $DML ?

Uranium Equities

@UraniumEquities

3 years

Denison Delivers Offer to Acquire 100% Ownership of JCU (Canada) Exploration Company, Limited

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@greentardscycle

3 years

When reality finally strikes in Japan, it sounds like a wake-up call for Germany! #Energiewende

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@greentardscycle

4 years

@tepuuma Topping formation or not, don‘t be this guy in #uranium

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@greentardscycle

7 months

Cantor hosting non-deal roadshow with $ABXX @JoshCrumb next week #LFG

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@greentardscycle

3 years

Und wie immer kommt das Beste zum Schluss! Hier das aktuelle Lesersentiment zum Welt-Artikel über die Aufforderung der internationalen Wissenschaft zur Laufzeitverlängerung der deutschen AKWs! #FCKAtomausstieg cc @Nuklearia (Artikel hier: )

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@greentardscycle

7 months

I‘m by no means a pharma specialist, so this might be a total idiot-take. But when thinking about $MOB.ST second US phase III study with revised study design, I can‘t get these mycological cure rates after 12 weeks in comparison to lamisil (oral terbinafine) out of my head

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@greentardscycle

5 months

And another banger, shared by @PiranhaCapital K101 = MOB015 vehicle Back in Nalox days $MOB.ST tested a combination of K101 & oral terb which is a supposedly an inferior delivery mechanism to topical What if P3-2 actually sees 60%+ mc / 40%+ cc !? 😱

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@greentardscycle

4 years

Adding to @quakes99 relentless reporting on Uranium #ETF flows and AuM Here are two charts on the 3 ETFs‘ respective AuMs and shares out over time as of 4/5 (shares out not directly influenced by market moves so imho better gauge of investors entering the space) $URNM $HURA $URA

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@greentardscycle

4 months

YTD: 22.8% (in EUR) (Bought more MOB and some ABXX) Top 5 of my equity holdings: $AEP.V 21.3% $MOB.ST 17.3% $III.L 10.2% $ABXX 8.2% $WIX 6.3%

peripheral🍄things

@greentardscycle

7 months

Never have done this before, but let‘s give it a try. Q1/24 performance: 19.2% Top 5 of my equity holdings: $AEP.V 15.2% $III.L 6.1% $FBF.V 5.1% $MOB.SS 5.0% $ABXX 4.9%

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@greentardscycle

3 years

The relative strength $GLO has shown in this #uranium juniors correction underscores my belief that this is one of the prime assets in the space, maybe this cycle‘s $PDN!? However corrections typically end with the best assets having puked out as well, are we there yet? $URNM

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@greentardscycle

4 months

Terclara curing nail fungus in Germany, now! $MOB.ST Thanks a very friendly twitter user, who helped me get it - you know who you are! 🙏🏻🙏🏻🙏🏻

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@greentardscycle

4 years

Ok, so I get all of that... $NXE is a fantastic asset! WHY THE HECK is the CEO selling every damn options grant he gets immediately ???

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@greentardscycle

4 years

Interesting take from Ian Purdy on fuel buyers @ Sprott #uranium conference Utilities used to care about diversity, tenure and security of supply first, then price. The market dynamics of the past bear market allowed them to adopt a trading style to procure uranium.

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@greentardscycle

4 years

All you need to know about $ARKK in one picture 🤣 cc @INArteCarloDoss

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@greentardscycle

3 years

@mrfriebe It‘s the uranium-riddle backwards. In uranium miners moved without the underlying, in tin the underlying is making new ath while the stocks don‘t give a damn.

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@greentardscycle

6 months

Sweden launch going very well #FungusAmongus $MOB.ST

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