Napalm1 Posted - 1 week ago

It’s not a small jump higher. $URNM $UEC $URG $PENMF $UUUU

demanda28 Posted - 1 week ago

$PENMF https://youtu.be/pjW4NYlXJ2M?si=nEpI48UH5MKNW9At

P3dr0_ Posted - 4 weeks ago

$EOSE $PLUG $LAC $PENMF Current geopolitical situation and trade war will favour western green tech.. Independence of China is key.. For western green tech companies China is not a market.. Nothing to lose.. Everything to win.. China, Russia... They all make the same mistake.. China is dependent on Western economies to buy their cheap crap.. Their interal market is dramatic because they exploit their own workers.. Not enough money to be serious consumers.. Russia totally underestimated the invasion of Ukraine.. They thought they would conquer Ukraine withing days/weeks.. EU wouldn't do anything.. They didn't.. It made the EU, US and NATO more united.. What DID happen is that it gave nations like South Africa, Brazil India etcetera the leverage to join the western world.. They have been ingnored as serious allies.. But not anymore

Napalm1 Posted - 1 month ago

Just now the uranium spotprice started to increase again UraniumMarkets now: 8325/8400 USc/Lb U3O8. $URNM $DNN $UEC $CCJ $PENMF

Napalm1 Posted - 1 month ago

uranium spot ⬆️ without SPUT buying lbs. Someone else is buying in spot: KAP? CCJ? Orano? … Intermediary? Utility that only has supply based on underfeeding situation,while underfeeding is gone now? Utility that extended licence at last minute? Utility getting scared about Putin’s threat $URNM $DNN $UEC $CCJ $PENMF https://x.com/skysurfer75/status/1843788205713424832?s=12&t=HC3QWmu_44Q8FH4a5HcAmg

YogaDouchebag Posted - 1 month ago

$PENMF let’s go!

Abel81 Posted - 2 months ago

$PENMF

Napalm1 Posted - 2 months ago

Uranium spotprice is on the move after a week of no movement 😉 $URG $UUUU $DYLLF $PENMF $FSY.TSX

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 $UUUU $EU $PALAF $PENMF $DYLLF

Article_AI Posted - 2 months ago

$PENMF Peninsula Energy Expands Tradable Securities Peninsula Energy Limited (AU:PEN) has released an update. Peninsula Energy Limited has announced the application for quotation of new ordinary full... https://www.stck.pro/news/PENMF/89281066/

Article_AI Posted - 2 months ago

$PENMF Peninsula Energy Upholds Strong Governance Standards Peninsula Energy Limited (AU:PEN) has released an update. Peninsula Energy Limited has affirmed its commitment to high corporate governance standar... https://www.stck.pro/news/PENMF/88848998/

Article_AI Posted - 2 months ago

$PENMF Peninsula Energy Affirms Strong Governance Peninsula Energy Limited (AU:PEN) has released an update. Peninsula Energy Limited has released its corporate governance statement for the financia... https://www.stck.pro/news/PENMF/88848992/

Article_AI Posted - 2 months ago

$PENMF Peninsula Energy Champions Sustainable Future Peninsula Energy Limited (AU:PEN) has released an update. Peninsula Energy Limited has released its 2024 Sustainability Report, emphasizing the com... https://www.stck.pro/news/PENMF/88848988/

Article_AI Posted - 2 months ago

$PENMF Peninsula Energy Nears Uranium Production Restart Peninsula Energy Limited (AU:PEN) has released an update. Peninsula Energy Limited is on track to restart uranium production at its Lance Project i... https://www.stck.pro/news/PENMF/88316824/

Napalm1 Posted - 08/28/24

Utility: Can you sell us uranium at 79 USD/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 $UUUU $SYHBF $PENMF $PALAF $DYLLF

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 increasing 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, Kazakhstan 🇰🇿 - inventory X is mathematically depleted I’m increasing my physical uranium funds SRUUF U.UN & YCA positions $UUUU $SYHBF $PENMF $PALAF $DYLLF

Napalm1 Posted - 3 months ago

End of low season in uranium sector is nearing 1) ~2weeks of end of holidays season: decision makers of commodity trading desk back at their desk 2) World Nuclear Symposium in less than 3 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 $URG $PENMF $PALAF $DYLLF $BNNLF

Napalm1 Posted - 3 months ago

I have prepared a detailed overview on enCore Energy (EU) that I will post tomorrow I can already say that my updated analysis on the company in this overview confirms my preference for enCore Energy over other US uranium miners (but I’m invested in 5 different US miners due to their importance for the US uranium supply security) EU and PEN are the cheapest today EU is steadily increasing production, has zero debt + cash position to finance the production increase over coming 3 years Just waiting for update cash position tomorrow, before posting my overview on X & Stocktwits Cheers $NXE $PENMF $DYLLF $CCJ $URA

Napalm1 Posted - 3 months ago

This gives you an idea of the potential I even don’t use the ATH’s in previous high season in this second overview $NXE $PENMF $DYLLF $CCJ $MGA.TSX

Napalm1 Posted - 3 months ago

Something positive from this unexpected correction due to factors outside the uranium space: Did you notice the huge discount over NAV of Mega Uranium (MGA) lately? 🥳 MGA, an uranium fund on steroids and held by URA, URNM, URNJ etf’s At an unchanged NAV, a 50% MGA share price increase is needed to close the huge discount of today 🙂 But with the upcoming high season in the uranium sector, the NAV of MGA will also increase => imo, a booster on the future share price increase of the underlying holdings Picture: Mega Uranium MGA conservative Net Asset Value on Thursday August 8th, 2024 after closing of stockmarket: 0.3897 CAD/sh MGA share price only at 0.26 CAD/sh I used a zero value for the warrant positions and for the Maureen Property And just now NXE announced magnificent drill results! NXE is the biggest position of Mega Uranium Cheers $NXE $PENMF $DYLLF $CCJ $MGA.TSX

Article_AI Posted - 3 months ago

$PENMF Peninsula Energy Director Boosts Shareholding Peninsula Energy Limited (AU:PEN) has released an update. Peninsula Energy Limited has announced a significant increase in the shareholdings of Dir... https://www.stck.pro/news/PENMF/86740034/

Article_AI Posted - 3 months ago

$PENMF Peninsula Energy Gears Up for Uranium Production Peninsula Energy Limited (AU:PEN) has released an update. Peninsula Energy Limited is moving forward with its Lance Uranium ISR Project, aiming for... https://www.stck.pro/news/PENMF/86624811/

Article_AI Posted - 3 months ago

$PENMF Buy Rating Affirmed: Peninsula Energy’s Strategic Advancements and Stronger Financial Outlook In a report released today, Heiko Ihle from H.C. Wainwright reiterated a Buy rating on Peninsula Energy Limited (PENMF – Research Report), with a p... https://www.stck.pro/news/PENMF/86512491/

Napalm1 Posted - 3 months ago

1) A few weeks ago KAP announced that Kazakhstan is increasing production cost of 40% of global uranium production because they want more revenue for their country (understandable) => increases production cost for KAP and the JV partners Orano, CCJ, Uranium One, CNNC, CGN => production cost curve of uranium sector increases => seller asks a higher sell price => uranium price increases 2) uranium LT price continues to increase based on fundamentals, while uranium spotprice today is only ~5% higher than LT price 3) No back up stockpile anymore to solve 🌎primary supply deficit => significantly higher upside pressure on spotmarket in upcoming high season $NXE $PENMF $DYLLF $CCJ $SRUUF

Article_AI Posted - 07/31/24

$PENMF Peninsula Energy Advances Uranium Project Peninsula Energy Limited (AU:PEN) has released an update. Peninsula Energy Limited is on track with the construction and expansion of its Lance Ura... https://www.stck.pro/news/PENMF/86391226/

Article_AI Posted - 07/26/24

$PENMF Peninsula Energy Director’s Shareholding Change Peninsula Energy Limited (AU:PEN) has released an update. In a notable update from Peninsula Energy Limited, Director Wayne Heili’s financial inter... https://www.stck.pro/news/PENMF/86066787/

Article_AI Posted - 07/26/24

$PENMF Shaw and Partners Remains a Buy on Peninsula Energy Limited (PENMF) Shaw and Partners analyst Andrew Hines maintained a Buy rating on Peninsula Energy Limited (PENMF – Research Report) today and set a price target o... https://www.stck.pro/news/PENMF/86062056/

Article_AI Posted - 3 months ago

$PENMF Peninsula Energy Advances Uranium Project Development Peninsula Energy Limited (AU:PEN) has released an update. Peninsula Energy Limited reports robust progress in the June quarter, with key developmen... https://www.stck.pro/news/PENMF/85995726/

Article_AI Posted - 3 months ago

$PENMF Peninsula Energy’s Financial Flows Indicate Growth Peninsula Energy Limited (AU:PEN) has released an update. Peninsula Energy Limited reported a net decrease in cash from operating activities in the... https://www.stck.pro/news/PENMF/85995720/

Mcleran7 Posted - 4 months ago

$PENMF Just gonna leave that there