Posts
When Uncertainty Magnifies Downside Risk
https://preview.redd.it/0piv4jusy6sg1.png?width=1009&format=png&auto=webp&s=3cf20dce3dc2c6fc93030996a4915ab5ab98eb35 For the last month, I've been fairly quiet as I watch the latest developments in Iran continue to roil markets. I'm not an economist, war expert, or fortune teller, but history does tell us that those who engage in home-turf holy wars in the Middle East tend to look …
Oil is not the problem; it’s sulfuric acid🧨⚠️🧨
This issue could wreck my juniors portfolio. I’ll be doing a lot more research on it over the next few days. Have you found any good sources discussing the impact a sulfuric acid shortage could have on uranium and copper miners? I’d like to see it.
enCore Energy interview
A little explanation on the relationship between enCore Energy and Verdera. Hope this helps. \-Tweedle
Data Center Capex Forecast for Hyperscalers
https://preview.redd.it/fzojkfffjvlg1.png?width=637&format=png&auto=webp&s=fe901be4d11f0615973b9566e3b497a38cf58cb1 What's it all mean? I'm guessing the next move will be Big Tech buying their own domestic uranium mines to sure up supply to power all their data centers. Just a guess. Who knows?
Data center expansion reaches an ‘inflection point’
Source: CNBC A good read involving uranium demand.
Denison Mines 2x Levered Fund☠️☠️☠️
Who in the world creates a levered ETF for a junior uranium miner? This looks sketch as hell. Thoughts?
Uranium Valuations to Consider
I'm no financial analyst, but here's my back-of-the-napkin valuations for a few uranium stocks. It's crude, but it's easy to see URG is carrying too much debt and why EU and DNN have more value. Hope this helps. \-Tweedle https://preview.redd.it/n7lkifkjz9kg1.png?width=1179&format=png&auto=webp&s=a4f897de9907894eeaec6314fc8db8c3a2225532
Kevin Warsh Interview🎙️
Here’s an excellent interview that might give investors a better understanding of Fed policy moving forward. Here’s the Warsh theory: Stronger dollar + less money printing + lower interest rates = Economic Boom Food for thought. \-Tweedle
Defining Uranium Spot Price Potential
https://preview.redd.it/4fd8zr3y6wig1.png?width=995&format=png&auto=webp&s=89c65c00d7a9b358503710fa041fc9f8a403506c https://preview.redd.it/2veqma307wig1.png?width=470&format=png&auto=webp&s=477bde75a29ac10249343e5974ed780a1ca931f4 I've been looking at uranium now for about a month, but actually finding an objective forecast on the commodity has been difficult. The only folks I seem to stumble upon on the internet have too much skin in the game to be rational, and they're super bullish. Another …
A Simple Case for Uranium
For those who might be considering investing in uranium stocks, here's a simple supply-vs-demand story you might find interesting.