Alex MG (@alexminingguy) 's Twitter Profile
Alex MG

@alexminingguy

Director, Metalla Royalty & Streaming. Advisor to Eightstone OAM Uranium Opportunity fund

ID: 860671030792118272

calendar_today06-05-2017 01:42:19

4,4K Tweet

5,5K Followers

667 Following

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Reality is most precious metals/ commodity investors are looking at their portfolios realizing January was a great month following a great year... survived about as big a slam as can possibly concocted and still its a great place to be!

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$BMN - The deal reduces the option value of the company Given the grades, we know it realistically won't make cash flow at $80-90/lb (look at $PDN). So market cap is mainly option value for upside to #uranium prices CNNC deal cuts that option exposure by nearly half

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Interesting the $KAP India deal specifies delivery to India rather than the main international converters - Indicates India will be ramping-up their domestic conversion capacity and/ or could be related to strategic stock piling. #uranium

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98% of sulphur imports to Namibia (2024 data) come from UAE, Qatar and Kuwait... at what point do we get concerned about Husab and Rossing #uranium supply (~10% of global mine supply)... Cigar Lake flood moment?

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Tiny but could be the start of a snowball of mines having issues with fuel and process re-agents. We already see chemical companies in Asia declaring force majeure on products (naptha, olefin)... what will happen in mining? #uranium #gold #copper #nickel #aluminum 👇🏻

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$KAP on its results call yesterday: "We are completely secure on sulphuric acid for this year. We have contracted all the volume needed" ‐ They're well positioned if African producers struggle with acid availability if the Straits of Hormouz remains closed. #uranium