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Dave

@moniology

8,893
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5,557
Following
12,695
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On the lookout for uncomfortably idiosyncratic investments. Current largest holdings include $EU $IOVA $BSK.V $WUC $PGY

Pluto
Joined September 2010
Don't wanna be here? Send us removal request.
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@moniology
Dave
2 months
Best value on the ASX among these four?
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@moniology
Dave
3 years
Kids, the #uranium train is leaving the station. All aboard?
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@moniology
Dave
3 years
The thing I am learning most about myself as an investor is to have patience with cash. I tend to use it when I have it available and regret not having when I would love to deploy it (i.e. now). #uranium
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@moniology
Dave
10 months
What if I told you that the bull market in #uranium equities hasn't even begun?
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@moniology
Dave
7 months
$KAP is up 10% and $CCJ is up 6% on news of missed production. $CCJ will be incentivized to “miss” as well. The price of #uranium will be heading significantly higher from here. Don’t get cute with your trades.
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@moniology
Dave
8 months
Until miners go up 10% for every 5% gain in #SPUT this is still not the bull phase of #uranium
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@moniology
Dave
3 years
I think there is a 90% probability that gold and silver has either already bottomed or within 2-3% of doing so.
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@moniology
Dave
3 years
It's happening, y'all. #uranium
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@moniology
Dave
1 year
Believe it or not, #uranium equities are still trading at rock bottom (2020) relative valuations vs the price of the commodity. The bull market has not even begun.
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@moniology
Dave
2 years
I'm as convinced as ever that #uranium will surpass 2007 highs. Look at this chart -- momentum is higher today than in 2011 so breakout is inevitable. Hat tip @Jhinster1 (legend)
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@moniology
Dave
2 years
How am I even supposed to get any work done!? #uranium
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@moniology
Dave
6 months
I don’t f$&king get it…why are #gold and #uranium mining shares trading at multi year lows to the metals. Makes no f$&king sense. #pissed
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@moniology
Dave
3 years
Me thinks #uranium sector is going to have a heck of a run next few days.
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@moniology
Dave
9 months
Encore Energy: I want to trim my over-concentrated position, but you never sell a chart like this that likely doubles and triples from here. $EU #uranium
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@moniology
Dave
3 years
This is move down is so obviously coordinated and orchestrated to shake out weak hands. I've seen it before. I believe lows are in. #uranium
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@moniology
Dave
11 months
#uranium is about to go parabolic. Good luck.
@GameofTrades_
Game of Trades
11 months
Uranium is back The massive deficit + price insensitivity should be a solid tailwind
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@moniology
Dave
3 years
$URA biggest volume ever.. #uranium
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@moniology
Dave
1 year
Anyone doing technical analysis for short-term price targets in #Uranium is misunderstanding the fundamentals and the financial sharks circling the sector. This could move and move so fast you won't even know what hit you.
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@moniology
Dave
10 months
Dear Lord, help me, I added more. $EU #uranium
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@moniology
Dave
8 months
And just like that #uranium sector is about to break out of its bullish flag no longer overbought on an absolute basis, grossly oversold on a relative basis, and into most bullish seasonality. Exciting times ahead.
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@moniology
Dave
3 years
On almost every one of the #uranium equities I follow we got a double bottom with positive divergence on very low volume. A bounce here could create a sustainable rally. But it needs to happen here and now.
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@moniology
Dave
7 months
Folks think that #uranium spot price needs to continue to go up for equities to have a 2-5x (depending on market cap) from here but once contracts begin to be signed at these levels, it’ll happen naturally.
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@moniology
Dave
7 months
#uranium most gaps filled today and bullish flags across the sector look poised to break higher any day.
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@moniology
Dave
2 years
Fellers, this is why we don’t time…hope you’re fully invested. #uranium
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@moniology
Dave
3 years
I think #uranium is bottoming here.
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@moniology
Dave
7 months
Encore is going to be the biggest winner of this cycle. $EU #Uranium $URNM $URNJ $CCJ $UUUU $UEC $GLO
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@moniology
Dave
3 years
I will be renewing my membership with @uraniuminsider this week. Here's why: I'm a technician by training, but a fundamental investor at heart. When charts fail, the only thing that gives me the conviction to hold is fundamental analysis. That's where Justin excels beyond all.
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@moniology
Dave
3 years
This might light the #uranium sector on fire. It's inevitable.
@wstrzelecki
Witold Strzelecki
3 years
Important news as 10 🇪🇺 Member States have called on @EU_Commission to use #nuclear energy to decarbonise the EU economy
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@moniology
Dave
3 years
#Uranium equities may have a heck of a week next week...
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@moniology
Dave
3 years
Just came through the institutional wire. #uranium
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@moniology
Dave
8 months
$EU is drilling Alta Mesa resource and soon will kick it into overdrive. This may become largest U.S. deposit by a long country mile…only 5% explored with known target areas. 10x resource potential here.
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@moniology
Dave
9 days
At what point will the #uranium market care??
@SStapczynski
Stephen Stapczynski
9 days
China just approved 11 nuclear reactors, a record amount of new permits 🇨🇳 ♥️ ☢️ ⚡️ The government is leaning even more on atomic energy to support its push to cut emissions 💰 The investment will top $30 billion with construction taking 5 years
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@moniology
Dave
7 months
Please, Lawd, don’t let this stop. $5+ and no looking back here we come! $EU #uranium
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@moniology
Dave
3 years
Wish people could be more respectful in voicing their disagreements.
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@moniology
Dave
9 months
Remind me again what the purpose of owning #uranium equities is? Eventually the risk should payoff, right??
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@moniology
Dave
3 years
Who would've thought being down nearly $200k in a day would feel so good?! #uranium
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@moniology
Dave
3 years
Looking at the hourly charts for #uranium sector, I think there is a high probability that this correction will be very short lived, and, for many names Fridays lows will be it.
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@moniology
Dave
3 years
Did you know that most stocks in the #uranium sector have been in momentum corrections for most of 2021? Price of many moved higher but with negative momentum. The result is a reversal of this momentum downtrend to the upside is coming soon.
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@moniology
Dave
9 months
😳 🤯 😮 💥 💥 💥 Alta Mesa will be a monster and they know it. Bought for $120m, sold 30% at $200m year later with significant exploration upside. $EU #uranium $BOE
@quakes99
John Quakes
9 months
Yee-Haw!🤠🐂 enCore Energy $EU Enters Into US$70 Million Transaction with #Australia 's Boss Energy $BOE, who are taking a 30% Stake in enCore's #Texas Alta Mesa Project; Proceeds Used to Accelerate Company-Wide #Uranium Production Plans🏇⚛️⛏️🏭🇺🇸🇦🇺 #mining
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@moniology
Dave
2 years
We got ourselves a premium!! $U.UN #uraniumsqueeze #uranium
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@moniology
Dave
3 years
I think we are so close to another rally in #Uranium . Very curious to see what it’s trigger will be.
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@moniology
Dave
4 years
Very bullish price action in PM miners today.
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@moniology
Dave
2 years
Nasty shakeout in #uranium sector before options expiration is just what this sector needs to shake out weak hands who expect '100x' & 'easy' returns. This ain't easy folks. It's extremely difficult, in fact.
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@moniology
Dave
2 years
We are very fortunate that DerekQuick and UraniumCharts both went long yesterday. Thank you to the two greatest investors of all time.
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@moniology
Dave
4 years
Boys and girls, I introduce you to #Uranium
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@moniology
Dave
10 days
$250/lb will be seen as conservative #uranium
@quakes99
John Quakes
10 days
💥OMG!🤯 Mark @energybants Nelson is saying that #China has approved not 5 but ELEVEN new reactor builds at 5 #Nuclear power plants! 1⃣1⃣ ⚛️🏗️👷🇨🇳✅ Incredible spike in #Uranium demand!⬆️⛏️🛒🌏😲 🤠🐂 #NetZero 24/7 #CarbonFree #EnergySecurity #RideTheWave 🌊🏄
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@moniology
Dave
2 years
The level of bearishness across Twitter is mind blowing. I’ve never seen such confidence in one direction on the the general market.
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@moniology
Dave
4 years
In honor of the budding #Uranium bull market, tomorrow's premium video will be available to the public. #Moniology
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@moniology
Dave
4 years
Most undervalued #uranium company might just be EnCore. Due to its recent raise it hasn't participated in this recent stampeed. Now with $15m to spend and the best mgmt team out there, look out above! I could see a quick double from here. $EU.V $ENCUF
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@moniology
Dave
1 year
Per the recent announcement, Encore Energy will be added to the Russell2000 next month. 💥 💥 💥 $EU #uranium
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@moniology
Dave
2 years
#Uranium is breaking out like crazy but the sector's stocks are still in a slumber. That'll soon change, big time. $U.U #SPUT #UraniumSqueeze
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@moniology
Dave
3 years
*Potential Jinx Alert* From the looks of things on the 30min and 1hr charts, #uranium is going to have a very nice couple days ahead. Personally expecting 10-20% moves across the board in the next week or so. Again, this would have happened if I didn't click "send".
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@moniology
Dave
7 months
Anfield Energy: one of the most exciting set-ups in the entire #uranium sector, now above the volume shelf: $AEC $ANLDF
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@moniology
Dave
2 years
If you’re not buying this pullback in #uranium (unless already fully loaded) you’re not interested in making money.
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@moniology
Dave
9 months
Buying $AG reminds me of buying $CCJ in single digits several years ago. #silver #uranium
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@moniology
Dave
2 years
This time definitely feels different. #uranium
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@moniology
Dave
3 years
What happened to $UUUU this week will happen to $EU.V when they get US listing. I expect a double shortly after merger with $AZZ and public listing on major exchange.
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@moniology
Dave
8 months
Looks like a tsunami of bullishness is taking over the #uranium sector and especially Bannerman. $BMN
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@moniology
Dave
9 months
Now is absolutely the time to be stocking up on gold and silver miners. Thank me later. $gdxj $gdx $sil $silj #gold #silver
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@moniology
Dave
3 years
I have no idea what tomorrow will bring, but I find it fascinating that 1 month ago almost everyone was convinced of 5x returns "overnight" and now almost everyone convinced of continued lower prices. The certainty is fascinating. #uranium
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@moniology
Dave
3 years
Do not sell. Period.
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@moniology
Dave
4 years
By popular request, here are my top Uranium portfolio holdings: 1) EnCore 2) Goviex 3) Uex Corp 4) Appia Energy 5) Forum Energy Own plenty others as well.
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@moniology
Dave
11 months
Breaking above 73 is big…really big. We may just see above $100 before year end
@quakes99
John Quakes
11 months
🧨💥🔥The Spot #Uranium rocket continues to soar to even higher 15-year highs tonight🚀🌜 with US #Nuclear fuel brokers 'Uranium Markets' reporting a +$1.75 spike to $73.75/lb #U3O8 ⏫🌋 and @EvoMarkets +$1.50 to $73.50🐳 with sellers asking $74.50!👽 $75 is likely to be surpassed
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@moniology
Dave
3 months
For some context: the last time we were this oversold on the daily charts in #uranium was around April of ‘23 when the sector was 50% lower. Painful, yes, but this will create the energy for the next major leg higher.
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@moniology
Dave
8 months
If #uranium goes to $200 the retail money flows will push even the smaller ‘sh*t cos’ substantially higher. Many of them will be trading 5-10x higher from here because there will be so much demand for these equities and not enough supply.
@BambroughKevin
Kevin Bambrough
8 months
Great thread. You won’t see this sort of balanced approach to investing by the shameless pumpers in the sector. Yes #uranium will go to $200/lb in spike. The 2nd biggest producer won’t benefit from this though. It will likely cost cco huge negative cashflow. The people who
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@moniology
Dave
3 years
Tonight I will publish updated #uranium review with trading updates and make this weekend's review available to all.
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@moniology
Dave
2 years
$BTU Went from ~$1 in 202 to $20's now with not sign of stopping. Thank you, #greenmovement for bringing #coal back to life.
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@moniology
Dave
3 years
After going through #uranium 's 30-min charts, I can't be more excited for next week. Enjoy the weekend, fellers!
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@moniology
Dave
4 years
Something very big is happening in the #uranium stocks on the US exchanges. Take notice! $DNN $UEC $UUUU $NXE #Moniology
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@moniology
Dave
7 months
Here I thought #gold and #silver were inflation hedges.
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@moniology
Dave
7 months
Once Encore crosses $5 the big institutions will come to play. $8/sh USD won’t be long thereafter. $EU #uranium
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@moniology
Dave
6 months
15-30% corrections in the blink of an eye without much of a downward move in spot price of #uranium . Welcome to a world of pain fellow #uraniumassholes
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@moniology
Dave
3 months
$EU Patience will be rewarded very soon. Double digits this year wouldn’t surprise me. #uranium
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@moniology
Dave
2 years
Amazed how many folks suddenly have #uranium in their handle. Used to be like 5, now there are 100's.
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@moniology
Dave
4 years
BOOMMMMM! #Uranium
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@moniology
Dave
3 years
Man, #uranium charts look spicy for tomorrow!!
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@moniology
Dave
7 months
Anyone who was on the call knows how #bullish things are in #uranium . This short attack is a gift.
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@moniology
Dave
3 years
Our EnCore core holding is now up 782%. 10,000% is very possible. $EU.V $ENCUF #uranium #moniology
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@moniology
Dave
3 years
Meanwhile, down undahh, #uranium is squeezing once again with the avg name up 7%. $pdn $bmn $boe $dyl $el8 $pen
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@moniology
Dave
2 years
If Russian #uranium is banned, how much will our equities drop as a result!? 10? 15? 20%?
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@moniology
Dave
3 months
I think the entire sector, led by $EU will start its run tomorrow. #uranium @SloCan68
@TBirdV
TBird
3 months
$CCJ spent part of the day down but came back to close at a new 52 week closing high. That aint bearish. #Uranium
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@moniology
Dave
3 years
Would you believe it if I told you #uranium sector is as or more oversold today on 30-min RSI than at its late-Aug lows? Also, major "bullish" hammers + gap fills took place this morning. Let's see what happens...
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@moniology
Dave
2 years
Encore: $100k invested today makes you a millionaire in 3years IMO.
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@moniology
Dave
7 months
Bannerman breakout! $BMN #uranium
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@moniology
Dave
3 years
Gold and especially silver miners are starting to outperform the metal. Signs of bottoming...
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@moniology
Dave
2 years
Very close to lows of this pullback. #uranium
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@moniology
Dave
3 years
You guys seeing $SPUT today? Up nearly 10%... #uranium #UraniumSqueeze
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@moniology
Dave
3 years
Pre Market: $SRUUF at 16.60 (closed 12.60). That's 31%. Does it hold? Unlikely. But let me enjoy the moment. $SPUT #uranium
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@moniology
Dave
4 years
3 Most Undervalued Amigos. $FMC $UEX $GXU
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@moniology
Dave
5 years
Speechless.
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@moniology
Dave
2 years
The move in #uranium will make the move in #oil and #coal and many other commodities small by comparison if there is a ban on Russian exports of #uranium because it is such a tight market.
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@moniology
Dave
2 years
Healthy pullback in #uranium sector on very low volume.
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@moniology
Dave
11 months
It’s over. #uranium
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@moniology
Dave
2 years
I’m telling you, boys and girls, next month will be epic. #uranium #bearish
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@moniology
Dave
3 years
Looking at the weekly charts in the #uranium sector suggests another very big leg is coming very soon! Major long-term breakouts likely. #UraniumSqueeze
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@moniology
Dave
8 months
I’m a big fan of Paulo but believe he is wrong here in his assessment both in the ETF analysis as well as direction of equities. The sentiment is poor and the relative valuations are as cheap as they’ve been in years. The max pain trade here is to the upside. #uranium
@PauloMacro
Paulo Macro
8 months
On Uranium equities, I’ve had a chance to think about some mechanics and flows involved here, and I fear people need to be much more cautious in the near term. Note I am not talking about the U3O8 spot px - everyone including utilities, CCJ, KAP are short. $URNM $URNJ $URA 1/21
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@moniology
Dave
7 months
$EU vs $UEC breakout coming soon once people realize one of these is a pretender not a producer. #uranium
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@moniology
Dave
3 years
My general thoughts: if you wanted to buy #uranium a week ago, now is as good a time as ever to do so. This correction will likely be brief and a new leg higher will resume soon.
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@moniology
Dave
2 years
#uranium : #EUTaxonomy meh…Japanese restarts meh…over feeding and massive undersupply, meh….
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@moniology
Dave
2 years
Let me get this straight. Global market gap of #Uranium miners is ~$60b and now the US passes $30b in stimulus to nuclear industry. What can go right!? 🤔
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