Posts
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.
Uranium Bull Market Isn’t Over, but Volatility Lies Ahead
A long, but good read.
CNBC: Alphabet resets the bar for AI infrastructure spending
The energy trade has been getting smoked the last few days as copper and uranium trade in sympathy with other AI names. It appears the market has yet to differentiate “software” from “hardware.” I thought this article did a good job of explaining where all the AI money is expected …
Uranium War Erupts at International Airport in Niger
There's a civil war happening in Africa over uranium. The French have been pushed out of Niger and their mines seized. Most all of France's energy comes from these mines. Now Russia is moving in on the bounty. This conflict is not being widely reported yet, but it's hard to …
Department of Energy announces new efforts to boost nuclear fuel supply chain
It appears the uranium trade is about to get hot.