Henry Star

[Henry Star @uranium_henry]

@GavMcCracken At $1.30, it's not a bad price, it's probably the one decent stock in the trade, if it starts approaching $1 with all the tarrif fears, it would be worth adding some more.

[Henry Star @uranium_henry]

@steve_ssdradams @patrickadownes @UrTokenCorgi The uranium trade is better without him, he was spewing too much confusion and mixed messaging online.

[Henry Star @uranium_henry]

@chevster20 @PTOtrading Most people bought after 2019 and 2020, so for the rest of us, it was scam.

[Henry Star @uranium_henry]

@FL17112012 When the market’s up, uranium equities are down. When the market’s down, uranium equities are still down. The only consistent trend here is that uranium equities are always down.

[Henry Star @uranium_henry]

@PTOtrading When John Quakes blocked me—even though I was nothing but decent to him during his conflict with Kevin—that’s when I realized something was off. He blocked me just for liking a tweet, which clearly didn’t sit well with him. I’m still blocked to this day.

[Henry Star @uranium_henry]

1 1/ Russia’s Role in U.S. Uranium Supply
Russia is a significant supplier of uranium to the U.S., especially in enrichment services. In 2023, ~24% of U.S. nuclear fuel came from Russian sources.

[Henry Star @uranium_henry]

@HeroDividend Make a U turn, that city is designed to take your money.

[Matthew Bednarik @BednarikMatt]

Huge potential money pits in real estate:

1. Roof
2. Foundation
3. Old electrical wiring
4. Landscape drainage issues

What did I miss?

[Tim Echols @timechols]

Then there were 4.

[Patrick Downes @patrickadownes]

Big week ahead for #uranium

This pullback seems done. Ofcourse i could be wrong, but gut feel we consolidate here or move up a little.

China EUP sales news is interesting, does the market see this as bullish or bearish?

Supply deficit still no. 1 reason to hold equities.

[Patrick Downes @patrickadownes]

$PEN M.C post cap raise now at A$240m with $62m cash and another $10m to come via SPP. EV sits at about $175m for what will be a producer of 2m lbs per annum.

53m lb JORC along with 104-163m lb exploration target around them.

#uranium

[Henry Star @uranium_henry]

@Blind__Luck Gold, 2016 by Matthew McConaughey
https://t.co/NhOOcTxlFp

[Henry Star @uranium_henry]

@GreenInvest_Co @jeffcomeau Okay, so fireworks on Tuesday for NYSE? We shall see…

[Patrick Downes @patrickadownes]

Hearing $KAP was a buyer in the spot market that launched the price through US$100/lb....

Yugggeee.

#uranium

[Henry Star @uranium_henry]

I would think this would be bullish for #uranium equities.

[The Kobeissi Letter @KobeissiLetter]

Since the Fed started raising interest rates in March 2022, money market funds have seen massive inflows.

Total assets held in money market fund went from $4.5 trillion to $6 trillion in 2 years, a 33% increase.

Now, the Fed is expected to begin cutting interest rates.

With record levels of capital on the sidelines, we could see a widespread rotation out of these money market funds.

If this capital goes back into the equity market, the recent run is far from over.

Never has there been more capital on the sidelines.

[Henry Star @uranium_henry]

@jeffcomeau Judging by the fact that Jim Cramer is starting to talk about it, I would agree.

[Patrick Downes @patrickadownes]

Just because #uranium needs to cool off, doesn't mean it should, will or even can.

Utilities' unwillingness to contract over many years along with a decade-long bear market have created a large imbalance in demand & supply and concentrated that supply out of a few jurisdictions

[Yellowbull @Yellowbull11]

This news by Kazatomprom will really wake up those that have looked at this #uranium bull market through the lens of "Kazatomprom can ramp production at any time and close the supply/demand gap"

With that narrative now gone, it could substantially change how many view uranium 🔭

[Yellowbull @Yellowbull11]

If you're looking for #uranium in significant quantities for delivery between now and ~2027, good luck, you're going to need it.