My brothers (& sisters) in Christ, Haven't sold a single stock, just doubled-down today. On the sidelines but still here 😤🐂⚛️ Grad school + 2x jobs has me 🥵🥵

for what it's worth, imo US ban on Russian #uranium is not as big of a supply shock as RUS banning exports overnight in retaliation. Rosatom macro impact is small vs O&G impact and has outsized impact on US (they might/should not be interested in opening that can of worms tho)

Current enrichment landscape (overfeeding 101):

I've been seeing more frequent #uranium mentions throughout mainstream media outlets +$100/lb starting to turn eyeballs 👀 spglobal.com/commodityinsig…

Friendly reminder of just how inelastic #uranium ⚛️ price are Only real risk is not securing adequate long-term supply to keep reactors running 24/7

😁 Every time I see that Sprott Asset Management has stepped in front of the long line of #Nuclear utility fuel buyers👊 to snatch another 100,000 lbs #U3O8 out of a depleted Spot market🏜️ to send off to #Uranium Heaven🏦🔒 I figure this is what all those fuel buyers are thinking.👇🤠🐂

Another reason why producers step into spot market is when term contracting is underway. 1. Start negotiations on LT contract (market referenced) 2. Side quest into market to drive-up spot price 3. Secure higher base price for LT contract You've just been Glitzel'd

T-2 days Looking forward to seeing just how short $KAP will be from their 2024 (2025?) target 🍿🫂

$KAP realizing their bottom line might not even change after all:

Why make it easy when you can just take the more difficult (& 💸💸) path?

F_cap = 92.6% We are not the same 😤⚛️

Give the ppl what they want, Glitz "60% uraniumGPT-grade deposits will come online for LT contracts in 2024"

US #nuclear fuel and services company Centrus Energy expects shortages of cylinders to be temporary but says it will no longer be able to deliver the anticipated 900 kg of HALEU under the second part of its contract with the US Department of Energy tinyurl.com/46tyfd74

Imagine having 8GW of idle capacity while you spend $172B/yr importing fuels to make-up for it... KK is the world's biggest power plant, i doubt 🇯🇵 will just let it go to waste World’s Largest Nuclear Plant Sits Idle While Energy Needs Soar bloomberg.com/news/features/…

Uranium is not for the weak of heart Buckle-up! 🎢🎢 bloomberg.com/news/articles/…