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Had a good call with a representative for the Zuri-Invest AMC #uranium vehicle. Apparently they are witnessing strong investor interest and will likely raise substantially more than the $100m they aimed for until the end of the subscription period.
1/x
1/x
The advantage of placing an order during the subscription period is that one saves the 1% bid-ask spread once the AMC trades in the market. The subscription period is on the 21st of April. The 1% bid-ask spread is a good mechanism to incentivise a LT holding period.
2/4
2/4
Given strong demand the AMC will likely raise $150m+, which will take 3m lbs of #U308 off the market. Currently, the AMC is not available in the US, but will likely be added to the US in a couple of months. This will lead to additional concentrated demand a few months out.
3/4
3/4
Crunching Numbers with @FootnotesFirst
Thread 🧵1/22
In 2020 @SachemCove presented a "confidential - not-for-distribution" deck on the @MacroVoices podcast. This document has been prepared by Lloyd Harbor Capital Management.
Let's dive in & go back to basics: Math is the Math.
Thread 🧵1/22
In 2020 @SachemCove presented a "confidential - not-for-distribution" deck on the @MacroVoices podcast. This document has been prepared by Lloyd Harbor Capital Management.
Let's dive in & go back to basics: Math is the Math.
2/22
The document starts off with the prejudiced fear narratives common investors absorb or generate when it comes to investing in this sector.
Please take note of how some of those points are similar to the ones used by @ItsWarrenIrwin in his current #Uranium bear thesis.
The document starts off with the prejudiced fear narratives common investors absorb or generate when it comes to investing in this sector.
Please take note of how some of those points are similar to the ones used by @ItsWarrenIrwin in his current #Uranium bear thesis.
3/22
If we pierce through the fear narratives we start seeing the first signs of the #Uranium bull case.
@ItsWarrenIrwin still uses the 2% PA demand growth model. But @FootnotesFirst explains that his models are very conservative & don't include restarts, life extensions, etc.
If we pierce through the fear narratives we start seeing the first signs of the #Uranium bull case.
@ItsWarrenIrwin still uses the 2% PA demand growth model. But @FootnotesFirst explains that his models are very conservative & don't include restarts, life extensions, etc.
1/14)#Uranium #mining #stocks have been thrashed by global market meltdown⏬ but U #investing thesis👨🏫 is most bullish in 4 decades!🤠🐂 This🧵will bring U up to speed🏇 on how a record U supply deficit⤵️⛏️ is colliding💥 with a global #Nuclear #Energy Renaissance⤴️🌞🏗️⚛️ 🌊🏄♀️👇2
1/
At any given moment in a market cycle it can be very educational to think, who and with what goals does the current action benefit the most?
#uranium #SPUT #u308 #investing
At any given moment in a market cycle it can be very educational to think, who and with what goals does the current action benefit the most?
#uranium #SPUT #u308 #investing
2/
We just had extended highs as the SPUT caused the spot rise through the feedback loop. As the SPUT lost the premium, due whatever reason, the rally stalled and started losing steam causing a reverse in equities.
We just had extended highs as the SPUT caused the spot rise through the feedback loop. As the SPUT lost the premium, due whatever reason, the rally stalled and started losing steam causing a reverse in equities.
3/
After the highs, think who distributes and who accumulates, and on which side of the market, physical or equities?
After the highs, think who distributes and who accumulates, and on which side of the market, physical or equities?
1/10
As most of people who follow my tweets know, I'm very bullish on #uranium, and I think a LT bull market has begun.
#nuclear #u308 #energy #stocks #investing #fintwit
Like, retweet & comment!
As most of people who follow my tweets know, I'm very bullish on #uranium, and I think a LT bull market has begun.
#nuclear #u308 #energy #stocks #investing #fintwit
Like, retweet & comment!
2/10
That said, I want to remind that we're still at the very beginning of the journey, and that it is very important to acknowledge that there will be local tops and big retracements ahead of us on this journey. Depending on the co, -20% even -50% retraces will happen for sure.
That said, I want to remind that we're still at the very beginning of the journey, and that it is very important to acknowledge that there will be local tops and big retracements ahead of us on this journey. Depending on the co, -20% even -50% retraces will happen for sure.
3/10
The main catalyst on the sector for mining companies is still staying put as the spot/lt contract pricing is neglecting the fundamental supply distruption.
The main catalyst on the sector for mining companies is still staying put as the spot/lt contract pricing is neglecting the fundamental supply distruption.
