BESv

Middleage cardiobuilder trying to get rich

[BESv @BESv9]

@quakes99 The best moment of 2021? will be when sprotts new u fund gets included, then the uranium price will go beserk!

[BESv @BESv9]

@TBirdV $vo is just stationary.

[BESv @BESv9]

$vo still under the radar but very easy to compare to peers, reminds me of $fsy in November, can do x3-5 just to play catch up and then PGE Brazil still is not accounted for. Starting to be my favorite "ugly duckling" story in #uranium market.

[ValOre Metals @ValOreMetals]

Angilak Remains Highly Undervalued to Uranium Peers
https://t.co/K3IBeyiEy3

$VO $VO.V $KVLQF #U308 #uranium

[BESv @BESv9]

@duediligenceguy If you consider deaths as a procentage, 1993 is still deadlier with 1,1% deaths compared to 2020 with 0,9% deaths of the population.

[BESv @BESv9]

@BULLReturns @naalam_bd @quakes99 Rick Rule said he would probably buy $fsy when/if they did a raise in a interview a couple of weeks ago, anyone heard something regarding this?

[BESv @BESv9]

3/3 So do you think Cameco can secure minimum 5 mlb's 2021 över spot...?

If even possible, they will struggle. The reopening of Cigar then looks to be the only option left to be able to fill their delivery contracts for 2021. Spot is dry.

So I'm a Bull...

#uranium

[BESv @BESv9]

1/3 Cameco re-opening Cigar, Bull or Bear?

First I just thought this was a bit bearish but then I read a really good breakdown of the Cameco numbers.

Cameco have contracts to deliver 25 mlb's in 2021. They stock 15 mlb's but can only use 9, 6 is for emergency use. #uranium

[BESv @BESv9]

2/3 JV with $KAP gives 5 mlb's, Cigar maybe 6 mlb's and they can lend 1,4 mlb's. This put Cameco short minimum 5 mlb's 2021.

$dnn needed 17 transactions with delivery in October for the last lbs for their 2,5 mlb's but over spot...

[BESv @BESv9]

@CycleInvestor *movement.

[BESv @BESv9]

@CycleInvestor I would guess they put barriers in place as for ex oilrigs. All staff tested/qurantined prior work rotation, when negativt test recived they transfer to worksite. Safe and effective spec at remote locations when they control personal moments.

[BESv @BESv9]

@UraniumInvestr $fsy is probably a good bet.

[BESv @BESv9]

@GrovenGjermund As a example - $fsy got a offer 2008-11-15 at 579 c$ million, u price 2008 Nov 50 $/lbs. Would imply that $fsy could triple at today's U308 prices of 30$/lbs if just taking a % of u price factor.

[BESv @BESv9]

@Silverb95453037 @TraderMe4 @AbdulFarhat5 @trader_ferg Maybe more to come with this new raise...

[BESv @BESv9]

@CompetizioneFin Africa is basically the only option for the Chinese like Namibia and Niger, with Namibia as No 1. I own $fsy and Glo on tsx but other names also listed on asx.

[BESv @BESv9]

Top countries if you want to get a buy out offer from the Chinese is Namibia or Niger acc to Brandon. $fsy $glo $bnnlf

https://t.co/IryNkps4x7 #uranium

[BESv @BESv9]

@nikon_invest Valore $VO is the forgotten gem.

[BESv @BESv9]

@deepvalueco Rumors regarding UEC on mad money this week also...could be explosive if this is true.

[BESv @BESv9]

https://t.co/HsqETHBoSp #uranium

$fsy = higest leverage, 161%. For every 5 dollar increase in u308 , Forsys share should increase 88 cents...now 55 cents.

[BESv @BESv9]

@Gecko_Trader $u and $yca already trading at a premium to nav, this will only increase the premium. We are getting closer to a capital raise and then I think we will start the big move up when spot comes under more pressure.

[BESv @BESv9]

@obront Yes, but when $yca & $U gets above nav it's game on. So i really can't see any negative with it, get more u308 of market is positive. Can be much like a self playing piano pushing u308 higher.