Derek

[John Quakes @quakes99]

🚨Red Cloud #Mining Analyst David Talbot also updated his Ratings & Price Targets for all 22 #Uranium companies he covers & tracks.⚛️⛏️ Most oversold with highest potential uplift to target are $GLO +506%; $CVV +429%; $PUR +296%; $FUU +293%; $BSK +233%; $AEC +224%; $PTU +224% 🤠🐂

[John Quakes @quakes99]

Boom!📈 Analysts have all raised their Price Targets today for #Canada's #Uranium miner & #Nuclear fuel maker Cameco (TSX: $CCO):🎯
National Bank from $130 to $140⬆️
Stifel from $150 to $165⬆️
Scotia from $130 to $150⬆️
Raymond James from $130 to $150⬆️
Bank of America from $130 to $175⬆️
🤠🐂🌊🏄
https://t.co/kX92Ck1RUY

[John Quakes @quakes99]

Morgan Stanley gets it!👍 #Nuclear and #Uranium were assigned 38% of their new National Security Index for funds & ETFs that seek to track that #investing theme.💰⚛️🛡️🤠🐂

[John Quakes @quakes99]

🪃Back by popular demand after a year's absence, this is a revised & updated guide to the many ways U can invest in this #Uranium bull market💰📈⛏️ driven by a new #Nuclear Renaissance🌅⚛️ including disclosure of my own U #mining #stocks portfolio.📁🛒🤠 Browse entire thread!👇🙏

[John Quakes @quakes99]

👨‍🏫It's important for #Uranium investors to understand that the process for acquiring reactor fuel by #Nuclear utilities involves 4 primary steps, 3 of which involve contracting for services and 1 for the purchase of the Uranium fuel being processed.⛏️⚛️🏭🛒🤠🐂

Generally speaking, the operators of reactors sign contracts for the fabrication of fuel rod bundles first, then negotiate contracts for the Enrichment service needed for the Uranium pellets that will be loaded into those fuel assemblies, then contracts for the Conversion service needed to produce the UF6 Uranium gas that gets enriched, then finally, once they have all those contracts in place and have a start date for processing their Conversion order, they secure the supply of mined drums of yellowcake U3O8 that is the actual Uranium fuel that feeds the whole processing & manufacturing cycle.🛢️☢️

Here are more details:

1⃣ First of all, Nuclear engineers analyze the operating characteristics of their reactors to determine the specifications for future loads of fuel rod bundles needed (in the case of brand new reactors, the 3X annual fuel requirements loaded at start-up). They notify their fuel buyers as to the fuel assemblies that must be ordered, the quantity of enriched Uranium (EUP) and the % level of enrichment required.📊🧾⚛️

2⃣ Fuel buyers then negotiate contracts with companies that fabricate the fuel assemblies, usually ordered 2 to 3 years or more prior to when they will be loaded into reactors.🧾🏭🧑‍🏭

3⃣ With orders for fuel assemblies now in the factory queue, buyers negotiate contracts with companies that provide uranium enrichment services based on the unique specifications for each individual reactor.⚛️⚡️🛒 The enricher & fuel buyer decide on the tails assay that will be used in the enrichment contract, which determines the amount of SWU that will be charged and the quantity of unenriched UF6 that the fuel buyer must supply as part of the contract.🚛

4⃣Once buyers have their enrichment contracts in place they can proceed to order the required unenriched UF6 that must be obtained either by direct purchase from commercial inventories (hint: inventories are depleted) or by negotiating contracts with companies that provide Conversion services that convert mined yellow cake #U3O8 into unenriched UF6.🏭🧑‍🏭 The conversion providers specify how much mined #U3O8 the buyer must ship to the conversion plant that will be fed into the conversion process to fulfill the contract requirements.🛢️🚛

5⃣ Finally, now that the reactor fuel buyers know the exact quantities of #U3O8 that they must deliver to the conversion facility - for western fuel buyers that's Cameco in Canada, ConverDyn in the USA, Orano in France - they can now negotiate contracts with suppliers/miners or make spot purchases for the required #U3O8 quantities, delivery date and location.🧾🌎🗓️🛢️🚛 This is the final step in the fuel cycle contracts chain, left to the last because the final quantities/dates/locations are decided at the Conversion stage before the necessary U3O8 supply contracts can be signed with suppliers.🧾🛢️🛒

Since February 2022, Nuclear fuel buyers have been focused on securing contracts for enrichment SWU and Conversion services, with SWU and Conversion both hitting all-time highs of $190/SWU and nearly $100/KgU at the end of December. In just 3 years, that's a 5X jump for enrichment SWU and a 6X spike for Conversion.🚀 But over the same period the price for mined U3O8 has only doubled, since the full demand for mined yellowcake hasn't yet been realized in the market. Fuel buyers have been delaying their purchases of U3O8 until its needed at the conversion facility, hence the low term and Spot market volumes over the past year that are far below the replacement rate needed to keep their reactors fueled.

As Cameco's Grant Isaac told a Goldman Sachs conference this week, enrichment SWU and Conversion prices are hitting all-time highs because contracting for those services is "already at replacement rate!"🐘 Fuel buyers can delay procuring the U3O8 feed but eventually they MUST begin aggressively signing new supply contracts with producers at replacement-rate levels.🛒

🗝️Uranium prices WILL go substantially higher when that 5-6X Enrichment & Conversion price and replacement-rate contracting wave finally arrives at mined U3O8!🌊⏳💲

But wait... there's more!😲 The even better news is that Nuclear fuel demand is going to continue to drive Enrichment & Conversion prices higher, triggering multiple price waves that will cascade upstream to mined U3O8 for many years yet to come.🐂🤠

As Nuclear fuel consultants UxC have noted, there are still on the order of 2.1 Billion lbs U3O8 of reactor fuel needs out over the next 15 years that have not yet been ordered by fuel buyers.🤯 With mined Uranium production circa 150 Million lbs per year at present, while reactors are consuming over 180 Million lbs per year, there is already significant upward pressure on steadily rising term Uranium prices that are hovering near a 16-year high.🗜️ Investors stepping into U mining stocks now are still early in what is setting up to be a long and protracted bull market.📈

With equipment, materials and labour costs rising, far higher prices are now needed in order to incentivize construction of new Uranium mines to fill that supply gap.💲⛏️ A long-term contract price of circa $150/lb, a near double from today's $80 price, is what industry consultants are seeing as what's needed to bring on full production of that 2.1 Billion lbs of uncovered contract demand to 2040. Cameco just told us that new contracts they are negotiating are Spot market referenced with price ceilings of $130/lb or higher. NexGen recently announced 5M lbs in new supply contracts with $150/lb ceilings!💲🧾⛏️

But, as we are reminded on an almost daily basis, Uranium mining is hard.😩 Almost every attempt today at ramping up to full production is being met with supply chain disruptions, construction delays, financing difficulties, regulatory/stakeholder pushback and shortages of skilled workers.🚧

For mine developers it can take a decade or more to bring new mines into operation.🦥 Some new mine projects are hoping to get construction permits this year and next, but even so it will take 3 to 5 years to build their mines & processing plants to get initial production flowing.🐌 Another 2+ years are needed to ramp up to full production. Given the shortages of skilled labour... those are best case estimates.🪄 Supply is extremely slow to respond to rising demand.🥱

🤖💻With Nuclear fuel demand already soaring as we sit on the precipice of a massive AI data server expansion worldwide that hinges on the availability of 24/7 reliable, carbon-free Nuclear power🌞⚛️⚡️ there is no pathway today to achieving a Uranium market supply/demand balance this decade and well into the 2030's.↕️⚖️⛔️

🚪🤛That's the opportunity on offer to those of U who do their research and invest accordingly, positioning their portfolios way ahead of the coming herd of generalist investors, institutional and hedge fund managers🐑 who don't yet understand the basic fundamental supply vs demand set-up or know how to interpret the early warning signals or even where to look.🎆🙈 U can beat the pros!🏒🥅🏆

IMHO, the market today is offering up an incredible gift to those of U looking to initiate or add to their positions in Uranium stocks.🎁🚚🤠 What U do, of course, is completely up to U!🕴️ I scale in slowly, buying in multiple tranches to take advantage of price dips to pick up undervalued high quality companies at bargain prices in a long-term "buy low, sell high" strategy.📈 Avoiding the temptation to trade in and out of core positions on the sector's high volatility is your path to success in this trade.💺 Exercise patience, keep an eye on the early warning signals🕸️👁️ and relax in the bleachers as U watch the long game play out over the years to come.🏒😎🍺

Wishing U good luck with your own research, portfolio building and investment strategy for years to come!☘️🌈💰

[Derek @DePiker]

@TradeNomadic @bravosresearch Show me that chart.

[John Quakes @quakes99]

@SloCan68 $NXE was my first 50-bagger when it hit its all-time C$12.51 high on the TSX.💰😊 Took over 11 years of patience to get to a 50X return😉 but it's not done yet by any stretch of the imagination.📈🔮👀 Cheers mate!🍻😎

[Bravos Research @bravosresearch]

Inflation-adjusted S&P 500 is sending a WARNING sign

This won’t end well

A thread 🧵

[Ben Smith @bensmithlive]

ADHD is not a disorder.

It’s a difference in cognition.

You need to harness it, not sedate with pills. Once you do, it will make you hyper-focus.

Here’s what you can do to turn ADHD into a superpower: 🧵

[The Vigilant Fox 🦊 @VigilantFox]

Elon Musk Drops Epstein Bombshell in Jaw-Dropping Tucker Carlson Interview

You won’t believe who he named.

🧵 THREAD

[Bravos Research @bravosresearch]

Economic activity is still contracting

This is a MAJOR warning signal

A thread 🧵

[Interesting STEM @InterestingSTEM]

Here is Collection of Top Excel Videos Showcasing All The Important Functions,Tips &Tricks…And Much More

A Thread

[Derek @DePiker]

@quakes99 @Gated2010 Why vote yes?

[Derek @DePiker]

@GameofTrades_ When would the fed jump in with a rate cut or not?

[Bravos Research @bravosresearch]

Yield curve is steepening

And the markets are panicking

Now it all comes down to “when recession?”

A thread 🧵

[Derek @DePiker]

@quakes99 @F3Uranium What are these F4 shares going to be worth?

[John Quakes @quakes99]

💥A dipping Spot #U3O8 price♈️ coupled with a broad #mining & #energy sectors sell-off🛢️⚡️⛏️⤵️🗑️ amplified by forced selling of holdings in a reverse ETF Flywheel📢🎡⏬ sent #Uranium #stocks sharply lower today📉providing fire sale discount prices for those on the buy side.🔥🛒🦸

[Silver Santa @Silver__Santa]

My #SILVER Junior Portfolio
+ Date: 2024 May 18
+ Portfolio: 18 Stocks (7 AG, 6 AU, 5 CU)

+ Performance
+ Week Performance: +16.6%
+ Month Performance: +10.6%
+ 2024 Performance: +22.4%
+ 2023 Performance: +45.0%
+ Portfolio Performance: +0.0%

+ Highest Weight
+ INTR.V: 9.8%
+ SSV.V: 8.9%
+ AAG.V: 8.8%
+ RDG.V: 7.3%
+ GRSL.V: 7.1%
+ KTN.V: 6.5%
+ DEF.V: 5.1%
+ REX.V: 4.8%
+ GPAC.V: 4.5%

+ 1-Week Best Performers
+ DEF.V: +34.0%
+ RDG.V: +24.1%
+ EQTY.V: +22.5%
+ IGO.V: +19.0%
+ OCG.V: +18.5%
+ SSV.V: +14.6%
+ REX.V: +14.3%
+ FDR.V: +12.3%
+ GRSL.V: +11.1%
+ GPAC.V: +10.2%
+ BIG.V: +8.5%

+ 1-Month Best Performers
+ DEF.V: +70.3%
+ REX.V: +56.9%
+ SSV.V: +41.0%
+ AAG.V: +40.0%
+ RDG.V: +28.6%
+ EQTY.V: +25.6%
+ OCG.V: +25.3%
+ FDR.V: +22.8%
+ MGG.V: +21.6%

[JULES | Commodities Investor @JulesInvest]

My #Gold #Silver Portfolio:

🥇Scottie Resources $SCOT.V
🥈AbraSilver Resources $ABRA.V
🥉Vizsla Silver $VZLA.V

🔘Goliath Resources $GOT.V
🔘Kootenay Silver $KTN.V
🔘Independence Gold $IGO.V

🔘Guanajuato Silver $GSVR.V
🔘Collective Mining $CNL.TO
🔘Great Pacific Gold $GPAC.V

[📐triANGLE INVESTOR @capnek123]

Premarket for #uranium 👇ℹ️
Some names are on fire 🔥
All green 🟩

$nxe +5.31%
$uroy +5.17%
$eu + 5.07%
$urnj +1.52%
$uec +1.52%
$ccj +1.34%
$dnn +1.34%
$urg +1.16%
$ura +0.66%
$uuuu +0.00%