Commodity investor with a strong conviction that URANIUM is about to enter a major bull market. I believe that uranium prices exceeding $480/lb are likely.
Joined February 2021
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#Uranium long-term is price up.
North America: "Bullish for miners."
ASX: "Sell everything."
Same data. Opposite reaction.
Is the ASX stupid or manipulated?
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The upward trend in #uranium continues. Eventually the equities will respond...
Jun 1
Thar she blows!💣💥🎆😲 May 2026 month-end #Uranium prices are out📨 with #Nuclear fuel consultants UxC raising their base Long-term contract price by $3 to $93⏫💲📜 and TradeTech by $2 to tie the May 2007 to March 2008 all-time high of $95/lb #U3O8!⏫🌋😊
Cameco will soon report its May Long-term price at the UxC/TradeTech Average Up $2.50 to a new 18-year high of $94.🚀🌟👀
TradeTech's Spot Conversion price rose $1 to a new all-time high of $65⏫🌋 with Long-term holding at its all-time high of $55.🌟
TradeTech's Spot enrichment SWU remained at its $200 all-time high🌟 while Long-term SWU rose $3 to a new all-time high of $180⏫🌋😊
Inflation is also pushing up the incentive price to bring on new mined supply📈💲🏭👨🏭 with TradeTech reporting a $2.20 increase in their proprietary Production Cost Indicator (PCI) to $62.10 per lb.⏫🛢️☢️
All signs now point to higher prices coming🪧📶 which will drive a record Uranium bull market for the history books over the coming months and years.📈🚀🌜 Hope U have been loading up on the dip in U mining stocks.♈🛒😊
Back to my vacation.😎🥾🌍🍺 Wishing all of U the best of luck with your investments.🍀🌈💰🤠🐂
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It's simply a question of when the utilities panic-buy. The #uranium supply deficit is widening while demand keeps climbing. When the contracting accelerates, this market will move violently...
May 23
According to the WNA's latest Fuel Report's "Reference" scenario, the compound annual growth rate (CAGR) for uranium demand is 5.3% out to 2040. This is a DOUBLING of uranium demand in <15 years.
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The Namibian #uranium miners will explode higher...
May 24
Nuclear demand is about to collide with the worst uranium supply structure in 50 years.
These are the 7 highest-upside ways to play it.
Here they are:
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#uranium is still the best asymmetric trade there is. 10X gains in the equities are still in play...
May 19
Uranium will run to $200 when the market understands what these two charts mean & if nvidia ceo is right and we need 1000x the power uranium runs to $1000 Nice double bottom $UEC . Bought that low today thanks ;)
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The demand for #uranium to fuel SMR's is being massively underestimated...
May 18
The Uranium & Nuclear enegy squeeze is coming. 2.3 billion lbs uranium deficit by 2045 & this is the low end. $NVDA CEO Jensen Huang said future energy requirements for AI is 1000 times what we have now & to invest in SMR's. Going to be the biggest squeeze of all time. $UEC $LEU
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A pity they forgot #uranium...
May 16
293 NEW MINES NEEDED BY 2030
🛢️THIS IS NOT AN OIL GLUT STORY
The energy transition does not face excess supply.
It faces structural mineral scarcity.
🔋 What Battery Demand Requires
By 2030:
• 61 new #copper mines
• 52 #lithium mines
• 31 natural graphite mines
• 29 rare earth mines
• 28 nickel mines
🟠 Copper Gap
• Current supply 22.9m tonnes
• Additional required 3.7m tonnes
That is a 16% increase on today’s base!
Permitting timelines 10–15 years.
Ore grades... Declining.
Capex Rising📈
Copper does not scale like shale oil.
🟢 Lithium Gap
• 1.2m tonnes required
Lithium projects face:
• Water constraints
• ESG scrutiny
• Processing bottlenecks
• Chinese refining dominance
The constraint is build speed
🛢️ Oil markets debate surplus.
Metals do not work that way.
You cannot bring 61 copper mines online in 2 years.
There is no mineral equivalent of a Permian surge.
If projects do not accelerate:
• Mineral inflation returns
• EV margins compress
• Grid expansion slows
• Energy transition timelines slip
This is a structural investment gap.
Fossil fuels face demand uncertainty.
Critical minerals face supply constraints.
Different cycles and Different risks.
The transition narrative focuses on demand.
The real bottleneck is geology and permitting.
If you want to understand which companies are positioned to win this supply race and where capital is flowing next, I break down the top opportunities in my newsletter.
Don’t miss it and Subscribe, link in the below comments
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#uranium spike imminent...
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Most, unfortunately, are still blind to #uranium’s extraordinary potential. When even a few more percent wake up to it, all hell could break loose...
May 6
🙈U'd have to be totally blind to not see that every single signpost🪧 now points to a coming rip-your-face-off #Uranium #mining #stocks bull market📈⚛️⛏️🫠 that will go down in history as one of the most spectacular #investing opportunities in a generation!🎆🚀🌟🤠🐂 #Nuclear🏄
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That's a good start...
Apr 29
Anaconda's Renaud Saleur expects #Uranium will reach $200 per pound by end of 2027 from around $85 currently, citing a yearly #Uranium shortage of 30,000 tons.
LINK: morningstar.com/news/marketw…
#Nuclear #Energy #Commodity #Commodities #investment #investments
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Same day, same sector:
NA: 6–10%
ASX: −5–30%
This isn’t a #uranium move — it’s a capital flow story.
When does ASX catch up?
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