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madmoneymaterial.bsky.social
Chemical researcher and investor in the raw materials, pharmaceutical and chemical sectors. Currently focused on #uranium sector. My main positions: #uuuu, #uroy, #urg, #pdn, #urnj and #gold, #silver, #platinum
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I love #uuuu ..... #uranium still lives!!!

Breaking... literally!πŸ’₯πŸ”¨πŸ“° #Russia is reporting that #Uranium mine No. 8 has flooded and "is sinking in the city of Krasnokamensk - workers were withdrawn, it is impossible to save the mine."πŸš¨β›‘οΈπŸ˜± Mine #8 has been producing ~500tU (~1.3 Million lbs/yr) since 2012.βš›οΈβ›οΈπŸ­πŸ§‘β€πŸ­πŸ€ πŸ‚ chita.aif.ru/incidents/ur...

Cameco's Grant Isaac: β€œUtilities today, between now and 2040, have to buy 2.1 billion pounds of #uranium in order to meet their run rate requirements.β€βš›οΈβ›οΈπŸ›’πŸ¦– 2.1B lbs is conservative as "it does not account for new facilities, major demand growth linked to AI, or adoption of small modular reactors."πŸ€ πŸ‚

🎧The complete audio replay of today's very bullish conference call discussing the Q4/2024 Earnings beat by #Canada's #Uranium producer & #Nuclear fuel services provider Cameco has been published on YouTube.πŸ‘‡πŸ’°πŸ‡¨πŸ‡¦βš›οΈβ›οΈπŸ€ πŸ‚ youtu.be/ZEXPp_0Qm9Q?...

The 27-page transcript of Cameco's Q4 2024 Conference Call should be mandatory reading for all #Uranium #mining #stocks investors.πŸ“„πŸ§ The final Q&A segment provides an excellent summing up of the investing thesis going forward.πŸ’°βš›οΈβ›οΈπŸ—œοΈπŸ€ πŸ‚ #Nuclear πŸŒŠπŸ„ Download transcript here: app.box.com/s/kisw9j1tal...

#pdn #uranium Paladin Energy earnings

A key point that #Uranium investors need to understand was reiterated again & again by Cameco today: #Nuclear fuel buyers secure fuel by signing contracts for enrichment, then conversion, then finally mined #U3O8. The enrichment & conversion demand/price wave has yet to reach the #U3O8 stage.πŸ”œπŸ’²πŸŒŠπŸ„πŸ€ πŸ‚

Cameco's 2025 Outlook calls for no changes to #Uranium production levels of 18M lbs at both Cigar Lake & McArthur/Key, uncertainty still hangs over Inkai JV in light of January 2025 suspension of operations. 3 Million lbs of "Market purchases" anticipated. 2025 Average realized price of $84.00/lbπŸ’°πŸ€ πŸ‚

Take a very close look at the chart below. Remember that contracts signed/negotiated for today are for the procurement and subsequent delivery of pounds of #uranium over long periods (10-12 years), meaning that demand in the 2030's is demand that is coming to the table in the near future βŒ›οΈ

#uranium

πŸ“°National Bank Analyst Mohamed SidibΓ© has initiated coverage of #Uranium Energy Corp $UEC (US$10 Target), IsoEnergy $ISO (C$4.50 Target) and Uranium Royalty Corp $URC (C$4.25 Target) as "we expect uranium prices to remain higher for longer"βš›οΈβ›οΈπŸ€ πŸ‚ #Nuclear πŸŒŠπŸ„ www.theglobeandmail.com/investing/ma...

#uranium www.reuters.com/markets/comm...

⚑New Canaccord Genuity 35-page report on 21 #Uranium #stocks they cover:πŸ“—βš›οΈβ›οΈ "We remain structurally bullish. We maintain our LT #U3O8 price of US$90/lb.πŸ“ˆ Top picks: Our preferred equity exposures are DML and NXE in North America; PDN, BOE and DYL in Australia; and KAP in the UK."πŸ€ πŸ‚ #Nuclear πŸ„

This graph shows one basic thing that every #uranium investor should accept and be aware of - VOLATILITY. If you want to make money on this trading you have to ignore it, be disciplined and buy on pullbacks. On the way up there are all sorts of pullbacks, big, small, short, long.

#uuuu #uranium

#uranium #urg the year 2026 will be a good year... www.holdcomarkets.com/post/ur-ener...

Listen up!🦻 To try to make it easier for U to find posts of interest to #Uranium #mining #stocks investors, I've created a new curated Feed entitled "Uranium & Nuclear Invest" that U can add to your Feeds (#) & pin to your Home screen🏠 that lists recent Bluesky posts that might interest U.πŸ€ πŸ‚ Try it!

Hey there #Bluesky!πŸ¦‹ I'm getting ready to start regularly posting #Uranium & #Nuclear #energy news here.πŸ€ πŸ‚ If U have come over from Twitter/X then please tag your posts with #Utwit & #Uranium so we can easily find & follow each other.😊 Bluesky loves hashtags!❀️ Welcome and good luck to all of U!πŸ€πŸŒˆπŸ’°πŸ¦„

Investing shouldn't be fun, but boring ...... if #uranium stresses you out too much you've got your portfolio allocation wrong

#Uranium focused fund manager Guy Keller featured. www.afr.com/markets/equi...

Don’t miss this interview with the CFO of the world’s second largest Uranium producer $CCJ. #Nuclear powered by #Uranium. #EnergySky

#URA isn’t breaking down, but it’s not breaking out either. Feels like a market in wait-and-see mode. No need to jump in while price action stays indecisiveβ€”there will be a clearer trade soon enough. Just need to be patient. #Uranium

Why is #uranium spot volatile and term rising? πŸ‘‡β„ΉοΈ Simple. Term pricing is on the rise because it is supported by continued requests for proposals-RFPs in the market from utilities & global fuel buyers. Spot is most recycled sales going back and forth not finding a final buyer.