Napalm1
Posted - 1 week ago
Breaking: Russian restrictions announced on deliveries of enriched uranium to the USA!!!
This concerns uranium supply from Russia and all uranium going through Russia for enrichment in Russia (uranium from Kazakhstan) before going to the USA.
Russia is the biggest enricher in the world…
This is a big problem for USA!
Uranium spotprice is jumping higher
Physical uranium can be bought through Sprott Physical Uranium Trust (U.UN) and Yellow Cake (YCA)
$URG $FCUUF $GLATF $TAN $DVN
Napalm1
Posted - 1 week ago
It’s not a small jump higher!
$URNJ $FCUUF $GLATF $DYLLF $LTSRF
tiktiki
Posted - 1 week ago
$FCUUF is there no escape out of the paladin takeover?
sircharles1992
Posted - 1 week ago
$FCUUF ffs💀
tiktiki
Posted - 1 week ago
$FCUUF any News? This is Getting horrible…
sircharles1992
Posted - 10/29/24
$FCUUF tf is happening?
JasonHurn1
Posted - 10/28/24
$FCUUF what happened today.?
Napalm1
Posted - 1 month ago
Paladin Energy (PDN / PALAF) aims to get TSX listing in near future, like it had in February2007
Today PDN is significantly cheaper on EV/lb basis than peers listed on TSX & NYSE today & than PDN in February 2007 (uranium price ~75USD/lb)
With or without FCU takeover,a TSX listed PDN will rerate higher to join the EV/lb valuations of TSX listed peers
PDN & PDN-FCU = good alternative for CCJ
Once listed on TSX,a much bigger group of investors will have easier access to PDN
We are close to the complete approval of the takeover of FCU
Shareholders approved
Court approved
Investment Canada Act clearance pending
New PDN-FCU will be beast, lot of investors from Northern Hemisphere will look at as alternative for CCJ
PDN Cash inflows starting in2024 => increasing earnings => Improving P/E (already better than CCJ)
With takeover by PDN => FCU (high grade & shallow uranium deposit) fully financed
$URA $URNM $URG $PALAF $FCUUF
Napalm1
Posted - 1 month ago
While uranium supply deficit was already structural & growing without this latest news.
$URG $FCUUF $GLATF $TAN $DVN
supa_liang_micro_charles
Posted - 1 month ago
$FCUUF $UUUU $UROY is this the best Uranium stack?
Napalm1
Posted - 2 months ago
FCU don’t increase as much as the others because it is linked to Paladin Energy
But this is a mustake, bc PDN will go much higher Monday Cheers
$FCUUF $DNN $UEC $CCJ $NXE
Napalm1
Posted - 2 months ago
Uranium spotprice is on the move after a week of no movement 😉
$URA $CCJ $UROY $GLATF $FCUUF
RealMargarine
Posted - 2 months ago
$PURR.TSX The Chinese are trying to block the merger of $PALAF and $FCUUF. Companies are finding out the hard way that domestic production AND ownership are vital.
Napalm1
Posted - 2 months ago
The potential of a couple small uranium companies, like Forsys Metals and Mega Uranium is underestimated at the moment
I’m invested in more than 25 different uranium companies
$URNM $URG $UUUU $NXE $FCUUF
Napalm1
Posted - 2 months ago
Hi everyone,
1) What’s the difference between early2018 till ~2H2023 & now?
The global surplus inventory created in2011-2017 (inventory X) used to solve the global structural primary uranium deficit since early 2018, is now mathematically depleted
With inventory X & western underfeeding gone, most lbs sold through spot by Uranium One & others in 2H2024/2025 will be lbs from CURRENT productions, not old lbs of old stockpiles!
Current production = primary production, not secondary supply
Consequence: each lb uranium bought by a producer now is a lb taken away from another stakeholder (another producer, an utility or intermediary) used to buy some uranium in spotmarket in the past!
With spot lbs from primary supply you don’t solve the primary deficit
Producers, Utilities & Intermediaries ⚔️ for the same lbs of uranium from current production
1/3
$UROY $NXE $URG $GLATF $FCUUF
Skr8upGainz
Posted - 2 months ago
$UEC $FCUUF merge or wuh?
Showmethevalue
Posted - 2 months ago
$FCUUF Does anyone know will $FCU (Tsx) shareholders be given Paladin shares on the TSX if the acquisition goes through or will it be via the NYSE? They are currently not in the TSX but I would assume the ticker would be created. $PALAF
Napalm1
Posted - 2 months ago
In the meantime in the uranium sector
The third day this week that uranium price goes higher. Liquidity in spotmarket seems to increase with the steady start of high season
Now at 80USD/lb
$EU $NXE $FCUUF $SRUUF $URA
PenkeTrading
Posted - 2 months ago
I found you an Oversold RSI (Relative Strength Index) on the daily chart of Fission Uranium Corp. Is that bullish or bearish? $FCUUF #FCUUF #otcqx #tradingsignals #technicalanalysis
tiktiki
Posted - 2 months ago
$FCUUF what is this new
Amendmend about? I do Not get it..
tiktiki
Posted - 2 months ago
$FCUUF this is so frustrating to see
Napalm1
Posted - 2 months ago
A part of uranium lbs secured by utilities for delivery in 2H2024/2025, aren’t available in 2H2024/2025!
Why?
Step1: In 2023 lot of utilities have been flexing up their uranium supply through existing LT contracts forcing the major uranium producers & couple small uranium producers to commit for more uranium deliveries to clients in 2H2024/2025 than they actually produce in 2H2024/2025!
So looking at the books of utilities, it seems that utilities secured the ST needed lbs. But their suppliers don’t have those lbs…
Step2: Those uranium producers short uranium now need to find uranium from elsewhere. But from where exactly?
- Inventory X is now mathematically depleted
- & buying lbs from Uranium1, Olympic Dam, Sopamin, Namibia JV partner, Navoi are not lbs from inventory X,but lbs from CURRENT production! So that solve 0lb of primary supply deficit
So utilities think they secured their ST needs, but in reality part of that ST supply is uncertain now
$URNM $EU $UROY $NXE $FCUUF
Napalm1
Posted - 2 months ago
Hi everyone, A just posted a long post with information about the current uranium situation and where we are heading to
Cheers
$EU $NXE $FCUUF $SRUUF $URA https://www.reddit.com/r/stocks/comments/1f73wy4/17_cut_in_expected_production_2025_in_kazakhstan/
Napalm1
Posted - 08/29/24
Uranium spotprice increasing at the moment
$URNM $UEC $NXE $FCUUF $GLATF
Napalm1
Posted - 08/28/24
Utility: Can you sell us uranium at 79USD/lb?
PDN/EU/BOE/PEN: No, we already covered 100% of our fixed cost with a part of our production. The remaining is for future much higher profits. Go cancel your fuel rods production
UUUU/URG/UEC: No, we need higher price to make a profit
$EU $NXE $FCUUF $SRUUF $BHP
Napalm1
Posted - 08/27/24
The main subjects discussed by utilities, fuel buyers/brokers,producers & others attending the World Nuclear Symposium starting next week will be:
1) shortfall +Proposed downgrades to permitted Subsoil Use agreements
2) utility not able to find equivalent of <1 year consumption for 1 1000Mwe reactor & going semi-public in hope to find some lbs
3)🇰🇿AISC⬆️ due to ⬆️ taxation in a way that incentives to keep production LOW!
followed by utilities looking to increase their uranium inventories to increase their supply security, bc uranium supply can’t be trusted anymore
Why can uranium supply not be trusted anymore?
Bc KAP,CCJ,Orano & couple smaller producers,… are all selling more uranium to utilities than they produce
while:
- U1 has less to sell in spotmarket bc 100% of U1 share comes from…well,🇰🇿
- inventory X is mathematically depleted
I’m increasing my physical uranium funds SRUUF U.UN & YCA positions
$EU $NXE $FCUUF $SRUUF $BHP
Napalm1
Posted - 3 months ago
A non-US utility isn’t able to find 300,000lb of uranium in the spotmarket… 300,000lb is not even enough to fuel 1 1000Mwe reactor for 1 year!
It’s going to be fun when other utilities start looking for uranium after the holidays 😉
Cheers
$EU $NXE $FCUUF $SRUUF $BHP https://x.com/quakes99/status/1826285595209146515?s=12&t=HC3QWmu_44Q8FH4a5HcAmg
Napalm1
Posted - 3 months ago
End of low season in uranium sector is nearing
1) Less than 2weeks from end of holidays season: decision makers of commodity trading desk back at their desk
2) World Nuclear Symposium in ~2 weeks
3) New purchase budgets of 🇺🇸 utilities that others will try to frontrun
The picture: Sprott Physical Uranium Trust and uranium spot price data from August 14,2023 till September 6,2023
$URNM $SRUUF $UEC $FCUUF $SYHBF
Napalm1
Posted - 3 months ago
Hi everyone, Here is an important comment and update on a report I wrote 12 months ago about the pivotal point in the uranium market and its pricing
2H2023 uranium price increase was a preview of a more important upward pressure in 2H2024
Cheers
$URNM $SRUUF $EU $FCUUF $UROY https://x.com/napalm_1_/status/1822697467814597049?s=12&t=HC3QWmu_44Q8FH4a5HcAmg
