UraInvestor
@PTOtrading
Uranium investor since 2014. Yes, it has been a long wait, but worth every penny as of 2021...closing in on my second million Euro...
So what is this like? About 300-400k lbs #uranium per year? We are talking about 0.2% of annual demand! Or is it per year? Which amounts to 0.6%. Some fuel buyers are still sleeping behind their desks.
It looks like utilities are starting to test the term market waters again. Right now there are three looking for: • 400k for 2029-2033 (optional added volume 300k for 2034-2036) • 50-200k for 2028-2031 • 500k for 2029-2033 I expect much more term market activity in Q3 and Q4.
Sold $AMD and $PYPL today. Only miners and physical #uranium left. And lots of $oil. And $baba. Nobody is talking about a market crash now. We are at the pinnacle of stupid speculation today.
It appears $PDN has been contracting LHM lbs for too low prices before restarting the mine. Too early and too low. #uranium

Total resource worth about 30 years supply of worldwide annual #uranium demand. Does not say how much they want to produce per year. China's largest uranium mining project enters production world-nuclear-news.org/articles/china…
You know those tariff revenues he brags on? America pays that. A tax.
Today #SPUT 30 days no premium-to-NAV units issuance elapsed. It is open for business again. Let the buyers come, let the price rise again. #uranium $U.UN $U.U
Just sold 1000 $UUUU @ 13. Too early? Maybe. Money in the bank? Sure. #uranium
Why does anyone find this remotely interesting? Shall I buy some? $GLO #uranium

This whole #silver rally reminds me of the various #uranium rallies we had. Just waiting for those now screaming the loudest be the one throwing in the towel first when it dips back to $35 again....
With markets at new ATH, I have a feeling that #SPUT is close to another record breaking deal... #Uranium
#Copper tariffs Make it make sense. US consumes 1.6m ton of copper per year. It produces 850.000 ton and imports 810.000 ton. It is mainly used in construction and electrical infra.
The only way for @realDonaldTrump to get over this is to pardon himself and make the #epstein files public.
For large institutions the opportunities to invest in the #uranium sector is very limited due to few companies with large market capital. I expect more institutional capital in #sput deals being made the coming months. @sprott $U.UN
There is far more supply in the spot market than anyone would think or admit. It is opaque. Nobody, not even the experts, really know where the lbs are coming from. #uranium
At 3% conservatively a $1200b interest each year. Enough to fund Social Security for a year. Or 2 years USarmy. The $ as a world currency will be gone soon. Americans are dumb. Disclaimer: I am neither Dem or Rep, because it no longer matters to your diminished lifestyle soon.
LIVE: With the Big Beautiful Bill passing, national debt is forecasted to reach $40 TRILLION this year No end in sight
#SPUT is going to keep $100m in cash. Just in case it keeps running at a discount for the next 36 months. Which is not unthinkable. $U.UN #uranium
#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -5.41% discount to NAV No pounds purchased No trusts issued = no $ raised $118.9m in cash!
How many of those loosing benefits under the new Big Beautiful Bill actually voted for @realDonaldTrump ? A lot of them. But still stupid enough to blame it on Biden