/biz/ - Business & Finance

>>58268697
Just buy uranium

>>58205905
2hu threads are bullish as fuck for nuclear
especially SA ones

>>58113070
>sip
say no more, bought some UUUU. Might as well buy CCJ

>>58095042
not sure where you are, but i remember reading that divvies get special tax rate or something to make it lower. and you get reduced tax rates depending on what account you have; IRA or whatever and ISA if youre in the UK (god forbid).

also at least as a hypothetical try to take out the 9% inflation mark after 1 or 2 years and replace it with a gradually lower mark over the next few until youre at 2% because inflation wont be at 9% for the next decade lmao

im betting big on uranium for my wagmi strategy

>>58094983
red sanae basad

>>56835150
UEC and UUUU are run by scammers who have been paying themselves millions while doing nothing for 3 years straight. that's where the memes come from. nobody makes memes about deep yellow, paladin, denison, boss ...

>>56548667
>URNM +260% 4yrs (inception)
>GLATF +436% 5yrs
>PALAF +332% 5yrs
>BNNLF +346% 5yrs
there's others.

>>56218178
Close but no cigar. Fuel buyers are not stupid, they follow rules. Fuel buyers 5-10 years ago didnt go to their CFO and say: "I want to buy loads of uranium because incentive cost is 70$, and in 10 years uranium could be 200$". They didn't do that. The cost of uranium for a utility is something like 5% of the total budget. What's more important is security of consistent supply, because a nuclear power plant that is not operating is an expensive paper weight. So these fuel buyers really will go out and contract from Cameco and Kazatomprom. Then when those order books fill they will seek other miners who can guarantee future supply. The costs for these smaller developers is higher but they will pay, since utilities are somewhat price insensitive. Uranium IS contracted 2-10+ years out, thats not an exaggeration. There are huge changes in the nuclear energy space in the last 5 years that have altered supply and demand concerns. Fuel buyers were not planning on: Japanese restarts, plant extensions, investment vehicles like SPUT cleaning the spot market out, the resurgence and need of nuclear for Net Zero, the Russia Ukraine war and its effect on global energy markets(Russia is a huge part of the fuel cycle as well), the Niger coup and Orano(5% of supply come from here), supply chain issues(miners have inflated costs), Cameco and KAP lowering production guidance, China building 150 power plants, nuclear energy / mining expertise being scarce, the failure of solar and wind etc. The thesis is simple: there is not enough production of uranium to meet future supply. The price of uranium is far too low to incentivize new production(speculation is that it $80+). Therefore the price of uranium goes up or the lights go out. The sector has been in a deep bear market for a decade. Commodities and energy are cheap. The sector itself moves with massive beta because it's tiny and very unknown. The fact that you don't believe in it is precisely why we are not at peak fomo.

>>56196895
Anons were like "we're at peak fomo I'm not buying your bags!!"

No peak fomo is when you bearish niggas want to buy. But I'm not selling

>>56183414
you're god damned right

>>56005068
Uranium Kings.....thr fire rises

HALEU is coming

>>52654325
I must say, memes like this is why it's worth to have shills here.

I'm positive for the day because of uranium

URANIUM Kings.... Germany is leaving 2 plants open in reserve cause their electricity prices are bonkers

They will kneel

>>51134009
>pay a premium to import Uranium from Canada
oh no! 50 cents/ton in shipping!?! but... each of these yellowcake drums is only enough energy to replace 55,000 barrels of oil or 380,000kg of coal!!!
lmao you have no idea what you're talking about

Uranium Kings how we feelin?

>>51077836
NIPPON full restarting their nuclear fleet. That means japanese uranium doesn't come onto the market. That means more uranium demand, that means we are going to fucking uranus.

Why yes I will slurp UUUU today

>>50945544

APOLOGIZE.

Uranium Kings, did you see that green candle

>Energy Department looking to acquire $4.3B worth of uranium from domestic sources in effort to cut dependence on Russia

>>49408455
>>49408448
There's an anon who loved to hate on Uranium and loved uone.

GET heemed my Lil nigga

>UEC
>+17%

>>30316424
My mistake. Im more interested aswell in companies actually producing the raw materials and metals we will need for green energy.