AndyForster

investor in quality aim stocks with good fundamentals

[AndyForster @AndyForster]

@MexiBTC @grok what hotel is this ?

[Cycle Bottom @BULLReturns]

3 of these are part of our top 6 #uranium pre-production selections for 2026, a basket offering +200% returns $GLO $WUC $LAM....watch for the catch up in $FSY $AEE $EL8

The ETF selling of $FSY is likely now concluded, expect +65% within 3 months.

[Anders @Swedish_uranium]

Insider buying: https://t.co/b9o3K2t5LX

[Anders @Swedish_uranium]

Bought $AEC at the open. With $URNM dumping its last shares today, selling pressure should be near an end. Insiders have been buying into the weakness. #uranium

[Lance Finlinson @lancefinlinson]

@AndyForster They dumped around 90k shares today of $AEC. They are down to 45k so should be out tomorrow. Good riddance lol

[AndyForster @AndyForster]

By my calculations $URNM should finish selling $AEC today with 136k shares left. 57k traded in the first hour. Fireworks tomorrow once all are settled. #Uranium

[JohnM @JohnM_AIM]

#uranium- #yca low risk play on spot price

[Norjack @NorjackNC]

Numerco Spot #uranium US$81.00 /Lb (+$1.00, +1.23%) U3O8 #U3O8 as reported by https://t.co/ZKbLwsQBZ9 Fri, 19 Dec 2025 19:04:07 GMT

[Norjack @NorjackNC]

Numerco Spot #uranium US$80.00 /Lb (+$2.00, +2.50%) U3O8 #U3O8 as reported by https://t.co/ZKbLwsQBZ9 Thu, 18 Dec 2025 21:24:00 GMT

[AndyForster @AndyForster]

#Uranium will go over the next few weeks and months #YCA $FSY $AEC

[AndyForster @AndyForster]

@valuedontlie

[AndyForster @AndyForster]

@jktadave @TraceyRyniec

[AndyForster @AndyForster]

@FishtownCap

[Colin King @valuedontlie]

$OKE

Large-cap midstream energy co with shares down ~34% YTD vs. KMI -8% and EPD -2%... why?

1) 4 segments - NGLs, nat gas processing, crude products, nat gas pipelines

2) revenue is 90-95% fee-based for services (processing, storage, transport, etc.)

3) during 2023-2024: made a few large acquisitions ($10.8bn cash, 182m / +41% shares issued, $19bn debt assumed)

4) since 2022 (pre-acq)... EBITDA +$4.6bn (i.e. ~9x multiple paid) & op. cash flow +$2.4bn & another ~$150m synergies in '26

5) leverage target is 3.5x (vs. 3.9x currently), mgmt expects to get there by YE26... dividend is biggest piece of cap allocation (yield = ~6% and growing 3-4%/yr)

6) '25 EPS guide ~$5.40 (12.4x) and ~$6 in '26 (11x) vs. peers at 17-19x (that would be >$100/share)

7) why is it cheap? 1) still digesting "transformational" acquisitions; 2) skepticism around '25/'26 guide

Need to look at peers (KMI/EPD/ET, etc.), but this is a nice recurring rev biz with reasonable leverage and solid growth outlook (power gen is in growth mode)

[AndyForster @AndyForster]

@skysurfer75 @sprott Today’s magical numbers are ?

[AndyForster @AndyForster]

Parents https://t.co/oBD0R9U8EY

[AndyForster @AndyForster]

OPG Power Ventures - Trading update and Update on Annual Accounts #OPG @opg_power https://t.co/NKwTzOtjo3 #voxmarkets undefined

[AndyForster @AndyForster]

@AldiUK Today I visited your Bolton, Blackburn Road store with my 12 year old daughter. To my surprise my trolley and bags were searched at the checkout to see if I had stolen anything. Please tell me this is not company policy as the manager I spoke to assured me it was?

[numerco @numerco]

Spot #uranium 5700/5775 USc/Lb #U3O8 (Delivery at ALL , Chg +75c, +1.31%) ALL = CVD 0c/Lb, ALL = CMX 0c/Lb See https://t.co/oK6SEbp4ad

[AndyForster @AndyForster]

#Uranium is in a bull market #GCL $GCL $URG