G_R_ Posted - 1 day ago

$SRUUF $URA $URNJ 🤫

DonCorleone77 Posted - 1 day ago

$SRUUF $NXE $URA $URNM $CCJ Momma really needs some nice new shoes!!! From Reuters: US Senate approves bill to ban Russian uranium imports The U.S. Senate approved on Tuesday legislation to bar imports of Russian uranium, as the United States continues to seek to disrupt Russia's efforts in its war against Ukraine. The Senate passed the measure by unanimous consent, meaning that no senators objected to it. The House of Representatives passed the bill in December. Uranium is used to power commercial nuclear reactors that produce electricity. The legislation would ban the imports 90 days after enactment. It contains waivers in case there were supply concerns for domestic reactors. The bill also frees up $2.7 billion passed in previous legislation to build out the domestic uranium processing industry. The United States banned Russian oil imports shortly after Russia invaded Ukraine in February 2022 and instituted a price cap on some exports of its crude and oil products. U.S. nuclear power plants imported around 12% of their uranium from Russia in 2022, according to the U.S. Energy Information Administration. "Wyoming has the uranium to replace Russian imports, and we're ready to use it," said U.S. Senator John Barrasso, the top Republican on the Senate Energy Committee, in a statement. Barrasso is from the state of Wyoming. "Our bipartisan legislation will help defund Russia's war machine, revive American uranium production, and jumpstart investments in America's nuclear fuel supply chain," he said. Last week, President Joe Biden signed a foreign aid bill to provide billions of dollars of aid to Ukraine in its war against Russia. Biden is expected to sign the uranium imports bill into law. A spokesperson for the National Security Council had called on Congress to impose the ban in a statement on Monday, saying doing so "would provide assurance to industry, allies, and partners that the U.S. has made a clear decision to establish a secure nuclear fuel supply chain, independent of adversarial influence, for decades to come."

Maverick11 Posted - 04/30/24

@Jet76 Long time holder of $SMR - love both $ALCC and $SMR (and hold a substantial $SRUUF position as well). $ALCC bigger position than $SMR now as I think momentum and Altman’s influence will help drive contracts/pipeline.

Liatris_spicata Posted - 04/29/24

$CCJ $NXE $SRUUF $URA $URNM If you don’t mind, who is the blogger you quote?

DonCorleone77 Posted - 04/29/24

$NXE $SRUUF $URNM $CCJ $URA I am posting a few excerpts below from a blog issued by a paid service. Out of respect for the content creator, I am not posting the entire blog. I will say the guy who published it is one of the best in macro space and is really good in commodities as well. In fact, he called the top in uranium a couple months ago. The blog was entitled "Uranium Revisited" and was published on 4/27. Here were a couple of key takeaways: "I think uranium positioning is rinsed well enough here, at least for now. Spot is currently ~$88 vs the Feb 1st peak at $107 and the March 13th low at $83.... ....Bottom line is there is enough blood in the water for either: 1) A quick retest of $100; or 2) The next slingshot higher Either way I want to be long. But where to focus the trade? I already have my core long-term holding in SPUT (Sprott Physical Uranium Trust), which is 2% away from a NAV…but is this the torque I want? ....My first look here tends to be NXE....NXE is years away from production, but that 20-25mm lbs/yr would make it bigger than CCJ today which sports a $21bln mkt cap (yes CCJ has Westinghouse and other stuff, but you get the point).....[this] smaller cap name outperformed the spot price, Sput, and it’s large-cap peer CCJ on the way down. This is subtle, but important for where I want to torque a trade." Net, his review was positive for the uranium sector as a whole and he expressed particular interest in NXE. DISCLAIMER: I recently added to my position in NXE partially based on the information above and partially based on my own research. However, neither myself nor the author of the blog offer financial advice and these are just opinions from a couple of people who watch the market. As always, I (and he) could be completely wrong so please do not buy anything based exclusively on what I have written above. Please do your own due diligence and make sure you are comfortable with any purchase you make with your hard earned money. -Your Friendly Neighborhood Godfather

DonCorleone77 Posted - 04/28/24

$SRUUF $URA $URNM $CCJ $UUUU I am hearing that a big utility (ConverDyn) has been caught short and is out looking for pounds right now. Could be as much as 15MM lbs. Has anyone here heard anything similar? I am getting this second-hand so I am wondering if anyone else has heard the same thing. Thanks in advance for any replies.

DonCorleone77 Posted - 04/26/24

$SRUUF $URA $URNM $UUUU $CCJ Folks, I just finished listening to an Uranium Insider interview with John Ciampaglia (is he a peasan?), the CEO of Sprott Asset Management. Let me first say that I am always thankful that, in the age of information technology, lowly people like me have access to information coming directly from people like Mr. Ciampaglia. I don't know how such a thing would have been possible a generation or so ago. I will also say that, if you are committed to a longer term perspective regarding the uranium sector, listening to people like Mr. Campaglia will really help you navigate the ups and downs of the market cycle. This man is extremely intelligent and hearing him frame the narrative the way he does really helps keep the sector thesis in perspective. In addition, hats off to Justin Huhn and his partner Rick (I think they need to put Rick's bio up on their site) for availing us common folk to the knowledge and understanding of the quality guests they bring in.

DonCorleone77 Posted - 04/24/24

$SRUUF $URA $URNM $UUUU $CCJ Screenshot below was copied from Uranium Insider's X/Twitter page. As they also noted: Goehring and Rozencwajg: "The world’s two largest producers are now both short of #uranium....these inventories would soon deplete entirely, making this cycle different....we predicted the uranium bull market would soon become chaotic– that period is now upon us"

Napalm1 Posted - 04/23/24

The uranium price just went higher. Now above 90USD/lb $URA $UUUU $DNN $URNM $SRUUF

DonCorleone77 Posted - 04/22/24

$SRUUF $URNM $URA $CCJ $NXE IMHO, this is worth a read. Always good to have a government that supports a sector you are invested in: Biden-Harris Administration Takes Action to Secure Nuclear Fuel Supply Chain, Equip Revitalized Domestic Nuclear Industry for the Future APRIL 19, 2024 WASHINGTON, D.C. – Over the past several years, the Biden-Harris Administration has taken critical steps both to establish an advanced nuclear fuel supply chain in the U.S. and to reestablish U.S. leadership in nuclear energy more broadly. These steps include support to keep existing nuclear plants from shutting down, funding demonstrations for advanced reactor designs, streamlining the permitting process through the Nuclear Regulatory Commission, highlighting the potential transition of retiring coal plants into advanced nuclear facilities, and securing government-led investments to catalyze an unprecedented expansion of U.S.-based commercial uranium enrichment capacity. A domestic nuclear fuel supply chain will be crucial to deliver the low-enriched uranium (LEU) and high-assay low enriched-uranium (HALEU) required to fuel our fleet of current and future reactors. Currently, Russia supplies approximately 44% of global uranium enrichment services and 20–30% of enriched uranium product used in the U.S. and Europe. The Biden-Harris Administration has been working to sever this dependency to secure our energy future. Expanding domestic LEU and HALEU enrichment production will be essential for fueling the clean energy required to bring down emissions in all sectors of the economy—including in hard to abate sectors such as manufacturing and industrial—while delivering high paying jobs to communities across the country. -- Closing of HALEU Request for Proposals (RFPs): As of March 22nd, the RFPs have closed for the purchase of enriched and deconverted HALEU to establish a HALEU supply chain in support of advanced reactors. DOE issued the two RFPs in quick succession, at the end of 2023 and start of 2024. President Biden’s Inflation Reduction Act provided $700 million for DOE’s HALEU Availability Program that includes these two RFPs. -- Piketon Production of HALEU: The American Centrifuge Project has now enriched over 100 kilograms of HALEU at its plant in Piketon, OH, and is working toward an additional 900 kilograms. The Piketon plant began enrichment of the nation's first HALEU production in November, contributing to the effort to develop a supply chain of advanced nuclear fuel. -- Joint “Sapporo Five” Agreement: The United States is working hand-in-glove with our partners and allies through a five-country group known as the “Sapporo 5,” established on the sidelines of the 2023 G7 Energy Ministerial in Sapporo. The Sapporo 5 includes the United States, United Kingdom, France, Japan, and Canada. These countries are working together to establish a secure and resilient global nuclear fuel supply chain to ensure continued operation and support the growth of nuclear energy deployment around the world free of Russian influence. On the margins of COP28, the Sapporo 5 also announced their intent to collectively mobilize and invest a combined $4.2 billion to expand enrichment and conversion capacity over the next three years. -- We are pleased to note we have already exceeded this pledge. In support of this commitment, the French have mobilized $1.8 billion, the United Kingdom has pledged approximately $383 million, and the U.S. Congress has made available $2.72 billion from the Bipartisan Infrastructure Law in the Fiscal Year 2024 Energy and Water Development package. The combined funding already exceeding the pledge made late last year. -- The Sapporo 5 intend to meet again ahead of the IAEA General Conference in September to set new goals to realize the vision of this partnership. Background on Biden-Harris Administration’s Actions to Advance Nuclear Energy The Biden-Harris Administration is taking action both at home and abroad to position the domestic nuclear industry to swiftly and competitively meet President Biden’s clean energy objectives, including the COP28 multi-country declaration to triple nuclear energy capacity globally by 2050. Conditionally committed Inflation Reduction Act financing from the Loan Programs Office’s Energy Infrastructure Reinvestment program will allow for the restoration and resumption of service at an 800-MW electric nuclear generating station in Covert Township, Michigan, which had previously ceased operations in 2022. The Bipartisan Infrastructure Law allocated $2.5 billion to the Department of Energy’s Advanced Reactor Demonstration Program to fund the design and demonstration of two Generation IV advanced small modular reactors, anticipated to begin commercial operation by the early 2030s. The Inflation Reduction Act further included an eight-year production tax credit for qualifying existing nuclear power plants. New, advanced nuclear energy facilities also qualify under the new technology-neutral zero-emission production and investment tax credits in Inflation Reduction Act. In October 2023, President Biden requested Congress provide $2.16 billion in supplemental funding, paired with a ban on Russian imports, to improve our long-term, domestic enrichment capabilities for low-enriched uranium including HALEU. On March 8th, 2024, Congress made available to the Department of Energy $2.72 billion to carry out the Nuclear Fuel Security Act of 2023 by establishing and expanding enrichment and conversion services to meet U.S. domestic nuclear fuel requirements while working with our allies and partners in the event of a supply disruption. A 2022 DOE report additionally demonstrated the case for converting retiring coal plants into nuclear plants. DOE recently issued an information guide for communities considering coal-to-nuclear transitions that found transitioning from a coal plant to a nuclear one would create additional higher paying jobs at the plant, create hundreds of additional jobs locally, and spur millions of dollars in increased revenues and economic activity in the host community. Importantly, it also found that, with planning and support for training, most workers at an existing coal plant should be able to transition to work at a replacement nuclear plant. Increasing access to clean, reliable energy sources, including nuclear energy, as quickly as possible, is both achievable and imperative. Years of cutting-edge, multidisciplinary R&D investments by the Department of Energy have paved the way for new and advanced nuclear technologies, which can provide clean and reliable power for power grids of any size. They partner well with other clean energy sources; can offer greater safety, including enhanced seismic resilience and smaller emergency evacuation zones; and are ideally suited to help meet our climate goals, strengthen and develop our domestic industries, and support energy security objectives.

Maverick11 Posted - 04/19/24

$BTC.X As I said last nite - this is $BTC.X moment to prove inarguably that it is THE preeminent global store of value/currency. In tumultuous times - needs to perform. https://stocktwits.com/Maverick11/message/570124541 - it did just that. Expect face-rip rally to commence - here, $MSTR (conference next week …) and additional names - $SRUUF (pure play uranium), $ALCC (nuclear fission tech), $VKTX (best risk/reward name in market). Good luck all - Mav

Maverick11 Posted - 04/18/24

$PRPH Grabbed a few K additional shares at $5.37. See a quick snap back to $7. AI news is totally transformative for the company. See double digits next couple of months. Will continue to add until core position along w/ $VKTX $SRUUF $MSTR $ALCC. Good luck all - Mav

Maverick11 Posted - 04/18/24

$VKTX Added additional common here and May $100 calls for .65. The rip here will be epic though it is entirely predictable… same with $ALCC and $MSTR rounding up biggest holdings along w/ $SRUUF. Good luck all - Mav

bluffmeariver Posted - 04/17/24

$SRUUF $CCJ Crashing

Maverick11 Posted - 04/16/24

@friedrich_telecom Thank you kindly for the laugh… it couldn’t be further from reality… $SRUUF is one of my largest positions. Early in $SMCI $VKTX ($30’s) and continue large positions. $MSTR from $500 and bulk below $1000. You can see all this from messages. I’m also nearly 50 and a former HF professional - three multi $B HFs in C-Suite… good luck friend. We’re all in this together. -Mav

Maverick11 Posted - 04/15/24

@moneyboy77 Same grabbed some at 42 and 42.5. Expect sell-side reports/upgrades to follow imminently. What else are you looking at? I’m insanely loaded on $VKTX. Best r/r opp in the market in my view. Loaded on $SRUUF as well. Good size in $ALCC as well. -Mav

Maverick11 Posted - 04/14/24

$VKTX The takeover chatter feels more tangible/palpable. Let’s see. Expect this and $RARE as I’ve noted to move. Let’s send them. Big update tmrw on that name. Love uranium here as well - $SRUUF pure play. Good luck all. Mav

Maverick11 Posted - 04/13/24

@DaveTrades Good point/advice. I believe the move in the event of perceived threat of significant conflict and $BTC.X is massively higher. This is perplexing. Do firmly believe that it will reverse and go green in a big way shortly. I can see parabolic move up here and in spot uranium taking $SRUUF sky high.

Maverick11 Posted - 04/13/24

$BTC.X The current geopolitical climate is GOOD for this… $MSTR $COIN… expect it to fully recover and well into the $70’s. It’s a nonsensical move down. Smart money buying this up. See Uranium moving possibly parabolic. Supply was already woefully constrained. $SRUUF pure play there. Mav

Maverick11 Posted - 04/12/24

$CPNG Finally got my $2 handle… https://stocktwits.com/Maverick11/message/563853494 - smaller position for me - massively undervalued. Larger positions $VKTX $ALCC $RARE $SRUUF - good luck all. Mav

DarrellDoodin Posted - 04/04/24

$URNM $LEU $SRUUF $URNM $UUUU Do rate cuts affect the uranium supply? No? Then why are people selling?

DonCorleone77 Posted - 04/04/24

$SRUUF $URA $URNM $CCJ $NXE 2 of 2 - Below is an excerpt from an interview with Cinthia Murphy who is the ETF Think Tank director of research. It is part of a Yahoo Finance article entitled: "Commodity ETFs are finally appearing on investor radars." If Uranium is truly hitting investors radars then watch out: ....So we've seen a big run up on that, and we're seeing demand for exposure to the space because I challenge you to find somebody who's bearish on uranium right now. Everybody's extremely bullish. The technicals are strong if you're a technical analyst. The fundamentals are solid because the future is clean energy and nuclear energy is a big part of that story. And in the advisory space, if you look at the latest tracking site ETF global survey, it lists nuclear energy as one of the biggest themes advisors are interested in, right up there with crypto and AI, which is telling if you think about the importance of the theme right now.

DonCorleone77 Posted - 04/04/24

$SRUUF $URA $URNM $CCJ $NXE 1 of 2 - Below is an excerpt from an interview with Cinthia Murphy who is the ETF Think Tank director of research. It is part of a Yahoo Finance article entitled: "Commodity ETFs are finally appearing on investor radars." If Uranium is truly hitting investors radars then watch out: CINTHIA MURPHY: So uranium has been quite a story. I mean, both uranium and gold have outperformed the S&P 500 and QQQ this year, which is a crazy statement. It's been the resurgence of the nuclear energy story. Since that disaster in Japan years ago, it's been a space that nobody wants to touch. Nobody wants to talk about it. And all of a sudden, there is nuclear energy is the cleanest kind of energy. And so there's been a resurgence in the space. There's a lot of power plants coming back online. There are a lot of projects to build, new power plants around the world for nuclear energy. And uranium is key to that...

Maverick11 Posted - 04/04/24

$VKTX They’re just holding this alligator down… they’re going to have a hard time. I think the move today may surprise. Fully (fully) loaded here, $BIDU $TMDX and $AMZN and $SRUUF for bigly moves up. -Mav

uyenng25_ Posted - 04/03/24

Energy, uranium $UEC $SRUUF $EXNRF

jimbeamer777 Posted - 4 weeks ago

$SRUUF ATM is on!

DonCorleone77 Posted - 1 month ago

$SRUUF $URNM $URA $CCJ $NXE KAZAKHSTAN FLOODING UPDATE:

AspenGirl Posted - 03/28/24

$SRUUF

DonCorleone77 Posted - 03/21/24

$SRUUF $URNM $URA $URNJ $CCJ Hmmm...making a move back up?

tomsnig Posted - 03/21/24

$SRUUF Why do you short you're gonna lose