Uranium Bull Market

[Uranium Bull Market @Enomonyous]

@howardlutnick release fable 5 you scumbag

[Uranium Bull Market @Enomonyous]

@RepRobertGarcia please include Dr. Garrison @DrGExplains who is a Clinical & Forensic Psychologist when you do the interview with Tova Noel. He has done an incredible amount of research into Epstein’s death and he would be able to help draft the right questions for her

[Uranium Bull Market @Enomonyous]

@OversightDems please include Dr. Garrison @DrGExplains who is a Clinical & Forensic Psychologist when you do the interview with Tova Noel. He has done an incredible amount of research into Epstein’s death and he would be able to help draft the right questions for her.

[Uranium Bull Market @Enomonyous]

@JekyllCapital @quakes99 @JekyllCapital you guys at Segra are bearish on uranium mining stocks? I noticed the 13F holdings, 67% of US portfolio is in URA puts? Is this some short term trade or are you guys done with miners from these valuations?

[Uranium Bull Market @Enomonyous]

@HorribleDisgust No encore? Haha. I like the short interest on Boss, have been wanting to pick up some more of their shares (I had started to build a position but then it moved up too much). Nexgen and Denison are very tempting too but they already make up like 10% each of my portfolio haha

[Uranium Bull Market @Enomonyous]

I think, and hope, that we are nearing a bottom (no homo) haha. #uranium

[Uranium Bull Market @Enomonyous]

@HorribleDisgust More NXE or iso?

[Uranium Bull Market @Enomonyous]

@HorribleDisgust Haha. Well I am busy buying other commodity stocks lately but if the sell off continues I’ll probably go back to buying uranium stocks. I still havent sold the vast majority of my uranium stocks but looking back I probably should have taken some profits

[Uranium Bull Market @Enomonyous]

@PraiseKek Yep that checks out

[Uranium Bull Market @Enomonyous]

@ItsWarrenIrwin @moneyofminepod Good to know, thanks for your insight

[Uranium Bull Market @Enomonyous]

@ItsWarrenIrwin @ItsWarrenIrwin Hi Warren, just curious, did you sell your Premium Resources? I saw that you said you are negative on battery metals on @moneyofminepod and wasn’t sure if you consider nickel as a battery metal

[Uranium Bull Market @Enomonyous]

@resourcetalks It only took you 11 months to respond! Jaja just kidding Antonio. You rock. I’m curious if you have taken a position in Riverside resources?

[Uranium Bull Market @Enomonyous]

@ItsWarrenIrwin Hi @ItsWarrenIrwin I am just curious if you are still holding or buying Premium Nickel at these much lower prices

[Uranium Bull Market @Enomonyous]

@Tztar @quakes99 This is what I don’t get either

[Uranium Bull Market @Enomonyous]

@tradedollarnut What’s the timeframe to get to the 700 mil?

[Philip Gunst @GunstPhilip]

After 4 years as an investor in Colonial Coal $CAD.V I’m starting to recognize David as a close relation of mine (important side note that he’s living on the other side of planet earth). After all I’ve talked to him rather frequently in that period and especially in the past ~2 years the cadence of our talks have picked up.

Yesterday, we talked for close to an hour discussing mostly fundamental elements related to the dependency between Anglo American’s B.C. portfolio and Colonial’s two assets, Huguenot & Flatbed.

Looking at the map, Huguenot (400Mt) sits just in the middle of Belcourt and Saxon that combined holds ~300Mt.

David very highly alluded in the recent interview with @TheTraderLuke that the suitors behind the ~+20 NDAs signed have increasingly been active in Colonial’s VDR since Anglo’s going public with their intention to divest their met coal division.

With the indicated total price tag of ~7bn, one could probably assume a price tag in the range of 3-5bn for the Canadian portfolio that should be the most attractive relative to the Australian due to the royalties and the environmental liabilities of the producing assets in AU.

If you are combining the Huguenot and Belcourt properties into a merged mine, you are looking at ~8Mt/annum. And that’s even without taking Saxon into consideration.

Remember, that David and John were the ones selling Belcourt and Saxon to Anglo back in 2012. They are the ones having done the feasibility studies on these assets. Know the infrastructure requirements. Know the blue sky potential of any additional drilling. Know what it takes to build a coherent and efficient mine plan.

While it’s probably only Glencore that wouldn’t require the insights, capabilities and experience of the two fine gentlemen, especially the Chinese sitting on Wapiti and Murray River - also part of a potential larger puzzle - would definitely benefit from creating a monster of a mine in B.C.

As I’m continuing to expand my knowledge about Peace River, the assets across multiple owners and David & John’s deeply embedded history in this district I’m getting even more excited for what’s coming.

If I was sitting on the other side of the table looking at acquiring $CAD.V and getting told the war stories from David and the dependencies by John, I wouldn’t hesitate long to put a lot of money on the table to secure my long-term supply.

That’s not the same as pulling the trigger first. But I know we will get well paid for our patience here.

Just repeating what I’ve said so many times before:

Bear: $4.8/sh ($1/t)
Base: $7.2/sh ($1.5/t)
Bull: $14.4/sh ($3/t)

But Philip, why hasn’t it happened yet then? Well, in the past we haven’t had one of the most recognized investment bank teams on the tape in Citi Bank across multiple branches led by the M&A lead in the bank.

Sit tight.

🫡

[Uranium Bull Market @Enomonyous]

@mfwarder I’m just glad I’m getting some opportunities to lower my average price since I was somewhat late to the party

[Money Movers @moneymoverscnbc]

"U" won't want to miss this interview☢️

@NexGenEnergy_ CEO @leighcuryer joins to discuss the increased demand he's seeing for nuclear power and the company's uranium mining project awaiting final approval in Canada.

[Uranium Bull Market @Enomonyous]

@KlendathuCap