Gregory Walte (@stoop8two) 's Twitter Profile
Gregory Walte

@stoop8two

Economics. Equities. Wine.

ID: 1442136413231730690

calendar_today26-09-2021 14:38:18

482 Tweet

122 Followers

121 Following

John Quakes (@quakes99) 's Twitter Profile Photo

ā€œWeā€™re in an old-fashioned, plain-and-simple supply squeeze,ā€ said Scott Melbye, executive vice president of #Texas-based #Uranium Energy $UEC šŸ—œļøāš›ļøā›ļø ā€œDemand is increasing again, with new reactors coming online.ā€āš”ļøProduction hasnā€™t kept pace due to years of under-investmentšŸ¦„šŸ¤ šŸ‚

Gregory Walte (@stoop8two) 's Twitter Profile Photo

1st time trying Phenomenaā€¦ supposed to be a very special wine. La Mannella will be punching above its weight like usual. The Argiano was Wine Spectator wine of the year for 2023. And finally my first high end #Argentinian #wine, Gran Enemigo which will be superb #redwine #Italy

1st time trying Phenomenaā€¦ supposed to be a very special wine. La Mannella will be punching above its weight like usual. The Argiano was <a href="/WineSpectator/">Wine Spectator</a> wine of the year for 2023. And finally my first high end #Argentinian #wine, Gran Enemigo which will be superb #redwine #Italy
Gregory Walte (@stoop8two) 's Twitter Profile Photo

Everyone keeps talking about the opportunity in #sruuf given its discount to NAV. There is no opportunity while #uranium spot keeps dropping. If spot falls, #sruuf falls. We need to find a bottom, and when we do, only then will I begin to buy more.

Everyone keeps talking about the opportunity in #sruuf given its discount to NAV. There is no opportunity while #uranium spot keeps dropping. If spot falls, #sruuf falls. We need to find a bottom, and when we do, only then will I begin to buy more.
Gregory Walte (@stoop8two) 's Twitter Profile Photo

Ok, whoā€™s the one dicking around in the #uranium spot market? Huge drop in bid/ask according to #numerco. $sruuf probably trading at a premium to NAV on this basis. Thoughts? John Quakes Uranium Corgi

Ok, whoā€™s the one dicking around in the #uranium spot market? Huge drop in bid/ask according to #numerco. $sruuf probably trading at a premium to NAV on this basis. Thoughts? <a href="/quakes99/">John Quakes</a> <a href="/UrTokenCorgi/">Uranium Corgi</a>
Gregory Walte (@stoop8two) 's Twitter Profile Photo

I brought the #Argiano round to a friendā€™s house warming. God damn this is a delicious #wine. I can see why it was Wine Spectatorā€™s wine of the year. I urge everyone with Ā£45 burning a hole in their pocket to try this!! Will stack cases with #uranium profits šŸ¤£šŸ˜‚šŸ·šŸ·#RedWine

I brought the #Argiano round to a friendā€™s house warming. God damn this is a delicious #wine. I can see why it was <a href="/WineSpectator/">Wine Spectator</a>ā€™s wine of the year. I urge everyone with Ā£45 burning a hole in their pocket to try this!! Will stack cases with #uranium profits šŸ¤£šŸ˜‚šŸ·šŸ·#RedWine
Gregory Walte (@stoop8two) 's Twitter Profile Photo

A special one for #Easter. 2006 #sassicaia. Plums, smoke, dark fruit and slight menthol in the finish. A vintage that really showcases the great wine making at Bolgheri e Bolgheri Sassicaia DOC #wine #redwine #Italy #tuscany

A special one for #Easter. 2006 #sassicaia. Plums, smoke, dark fruit and slight menthol in the finish. A vintage that really showcases the great wine making at <a href="/CBolgheri/">Bolgheri e Bolgheri Sassicaia DOC</a> #wine #redwine #Italy #tuscany
Gregory Walte (@stoop8two) 's Twitter Profile Photo

Is that the lows in for #uranium? Flooding in Kazakhstan could exacerbate supply issues locally leading to a significant rise in spot. Letā€™s see how $KAZ assets were affected in the coming days.

Is that the lows in for #uranium? Flooding in Kazakhstan could  exacerbate supply issues locally leading to a significant rise in spot. Letā€™s see how $KAZ assets were affected in the coming days.
Gregory Walte (@stoop8two) 's Twitter Profile Photo

Last minute trip to #Klosters. The snow didnā€™t settle for long but great conditions at the top. Should be a #bluebird day tomorrow i hope!

Last minute trip to #Klosters. The snow didnā€™t settle for long but great conditions at the top. Should be a #bluebird day tomorrow i hope!
Gregory Walte (@stoop8two) 's Twitter Profile Photo

Who would have thought it was April? Perfect spring #skiing conditions. More #snow on Tuesday. #klosters needs to extend the season by a week!!

Who would have thought it was April? Perfect spring #skiing conditions. More #snow on Tuesday. #klosters needs to extend the season by a week!!
Gregory Walte (@stoop8two) 's Twitter Profile Photo

First outing of the year and what a beautiful day to do it on. Taking the #Porsche for its service before summer when we drive down to the #Spanish #GrandPrix #F1

First outing of the year and what a beautiful day to do it on. Taking the #Porsche for its service before summer when we drive down to the #Spanish #GrandPrix  #F1
John Quakes (@quakes99) 's Twitter Profile Photo

šŸ‘Øā€šŸ«Today I was asked to explain what #SPUT is all aboutšŸ¤” and how it operates to raise cash to stack #Uranium šŸ§šŸ’µšŸ›’ and what happens to all those drums of #U3O8 it stacks?šŸ›¢ļø My basic explainer is here if U are wondering what the deal is with this ravenous beast we call #SPUT:šŸ¦–

šŸ‘Øā€šŸ«Today I was asked to explain what #SPUT is all aboutšŸ¤” and how it operates to raise cash to stack #Uranium šŸ§šŸ’µšŸ›’ and what happens to all those drums of #U3O8 it stacks?šŸ›¢ļø My basic explainer is here if U are wondering what the deal is with this ravenous beast we call #SPUT:šŸ¦–
Gregory Walte (@stoop8two) 's Twitter Profile Photo

Flood area seems to be increasing in #Kazakhstan. If this begins to move further south we could see widespread disruption to #uranium mines and logistics. For now will probably see some disruption at Semizbay mine in the north (1.32m lbs/yr) $SRUUF $CCJ $KAZ #uranium

Flood area seems to be increasing in #Kazakhstan. If this begins to move further south we could see widespread disruption to #uranium mines and logistics. For now will probably see some disruption at Semizbay mine in the north (1.32m lbs/yr) $SRUUF $CCJ $KAZ #uranium
Gregory Walte (@stoop8two) 's Twitter Profile Photo

#uranium market giveth then taketh away. Big drop in #numerco spot price so big drop in #sruuf. Would be nice if the sector could regain some consistency!

#uranium market giveth then taketh away. Big drop in #numerco spot price so big drop in #sruuf. Would be nice if the sector could regain some consistency!
Gregory Walte (@stoop8two) 's Twitter Profile Photo

$CCJ earnings suggest potential delays at Inkai and production short falls. $KAZ earnings on Thursday should provide more insight into the issues in Kazakhstan. It will be a pivotal moment for the spot price in the near term and the performance of $SRUUF.

Gregory Walte (@stoop8two) 's Twitter Profile Photo

H.R.1042 Prohibiting Russian Uranium Imports Act has supposedly passed the #Senate & is on the way to #Biden to sign. One of the many #uranium catalysts investors expect to see in 2024. More lbs out the market in an ever increasing demand environment. $SRUUF $U.UN will shine

Gregory Walte (@stoop8two) 's Twitter Profile Photo

Strong open from $YCA.L. Russian uranium ban sending #uranium stocks higher. Pre market in 15 mins. Letā€™s see how $CCJ $UUUU $DNN $UEC $U.UN etc are being priced. Interesting times ahead.

Strong open from $YCA.L. Russian uranium ban sending #uranium stocks higher. Pre market in 15 mins. Letā€™s see how $CCJ $UUUU $DNN $UEC $U.UN etc are being priced. Interesting times ahead.
Gregory Walte (@stoop8two) 's Twitter Profile Photo

What does russia do in this situation? Surely they are going to preempt the US #uranium ban (90 days from #Biden signature) and look to cancel exports before that date. Market could get a lot tighter much faster. $sruuf $u.u $u.un

Gregory Walte (@stoop8two) 's Twitter Profile Photo

$KAP slight #uranium production increase YoY. The floods have not hampered their mining or transportation activities. Construction of new sulphuric acid plant delayed a further year which will limit total production until 2027/2028.