Monolith Investments
@variance_swap
"I am afraid I can't do that Dave"
Reviewing this just 3.5 months later... crazy how quickly senitment changes. This sector is bi-polar. #uranium
Market has thrown the kitchen sink at #uranium : - AI capex FUD - Russia de-nuclearization FUD - Japanese inventory FUD - Tariff noise - ANU fund unwind - Small producers dumping lbs in spot Despite all this, term px firm at $80 /lb. The spring keeps coiling tighter.
Production ramping up nicely $URG #uranium
$URG ~$420mm mkt cap, ~$66mm cash. Lost Creek 1.2mm lbs/yr @ AISC $45/lb - ramp up this year. Shirley Basin 1.0mm lbs/yr @ AISC $50/lb - start up Q1 '26, $41mm capex. 2024 was horrible (dilution, negative margins), but can they ramp up prodxn successfully this year?
If I told you about a stock that can 3x in 5 years, but will likely have draw downs in the interim, is that something you would be interested in? That’s a 25% CAGR, better than what 99% of investors can achieve. A lot of fintwit has very unrealistic expectations for returns.
Kevin is an absolute loser. We are attempting to doxx people now simply because they pushed back on your investment? Grow up
@GavMcCracken is this you? Gavin McCracken, with the X handle @GavMcCracken, is a real person. He is a PhD student in computer science at McGill University in Montreal, Canada, with a research focus on artificial intelligence, deep learning, and neural networks. His X account,…
If It Wasn't Obvious Before, It Should Be Obvious Now The US crude oil production peak should be obvious to even the most casual observer of the energy market. hfir.com/p/if-it-wasnt-…
$URNJ and $URNM are just 20-30% shy of their ATHs with spot at $70 and term at $80. The funds flow data shows there is barely any inflows. What happens when #uranium prices hit triple digits? What happens to the underlying holdings when the ETFs get significant inflows?
The entire Anderle $SOC case can be summed up in three sentences: CCC claims County of Santa Barbara didn’t act thus invoking PRC § 30809(a)(2). The county did act by saying, no, it’s permitted. Anderle is too senile to realize CCC couldn’t even invoke PRC § 30809(a)(2).
👇🏻 This tells me we need higher spot #uranium prices - now mining has re-started $PDN barely washing its face at current spot. $LOT and others will need even higher prices
Today we released our June 2025 Quarterly results. Here are some of our highlights for the quarter: - 33% increase in quarter-on-quarter production at the Langer Heinrich Mine (LHM) - Highest quarterly crusher circuit throughput in the history of the LHM operations -…
$SOC Judge Anderle make a decision! Either SOC has permits for repairs or it doesn’t. It does not require a trial to interpret the law, it requires a judge to read the permits and determine who has jurisdiction and precedent. Do. Your. Job! Stop backing down from making a tough…
SPUT looking like a failed break out. On the other hand, spot seems to be rising again, and discount to NAV approaching 10%+, which has historically shown good forward returns for buyers. $U.UN #uranium
Good news for Pemex exposed offshore drillers. $BORR $PLSV
If Chamath has taught us anything in the past week, it’s that you can be a retard and become a billionaire. Let that motivate you.
#tin $AFM.V Transaction completed. Interesting choice of words: "IRH may consider the appropriateness of exploring one or more transactions to acquire the balance of outstanding Common Shares after discussion with shareholders, board of directors and/or other stakeholders."
International Resources Completes Acquisition of Majority Stake in Alphamin Resources $AFM.V tinyurl.com/2bkg6m3p
Given that you've messed up $APM.TO, I don't trust any of your other NPV10 calculations in this chart. $APM.TO is extremely sensitive to gold price movements. They will mine 250k more oz gold by end of 2029. Also their silver mine provides +100mil USD baseline FCF/yr until 2035
Given how fast information flows these days, you have to take positions in half-baked ideas and then continue investigating. If you wait to complete your DD you will likely miss the move. It pays to know a little bit about everything, and move quickly when an opportunity arises
Make $1 + $AFM.V great again.
Congo and the M23 rebel group have agreed to a declaration of principles to end fighting in eastern Congo, a sign of progress after months of talks mediated by Qatar, though key details still need to be negotiated, four sources said on Friday. reuters.com/world/africa/c…
JAPAN MOVES TO BUILD FIRST NEW NUCLEAR REACTOR SINCE 2011 FUKUSHIMA DISASTER 🚨 🇯🇵 ☢️ Kansai Electric will begin studying replacing an older reactor with a next-gen unit at its Mihama facility, the Nikkei reported nikkei.com/article/DGXZQO…
HO HO HO... Christmas came early $ASPI #uranium
$ASPI is back to where it was pre-Terrapower and Renergen deals, which were both transformative for the company . It's also clear that the UK HALEU facility is moving forward. Maybe i'm missing something, but i bought $10 calls🤷
John C. should be calling up folks right now to raise another PP for $U.UN. $200mm is peanuts in a world where the Mag 7 mkt caps move $100bn+ INTRADAY. This is a commodity responsible for 10% of global electricity and powering the AI revolution . Make #uranium great again.