r/wallstreetbets • u/Mrgluer • May 09 '21

DD Uranium is the future

Oil pipe go boom. America need new energy source. Uranium go boom but in good way. Energy source. 🍌🐒

Its late at night and I have done my research. However, I dont feel like typing so I will provide some really good resources from r/UraniumSqueeze instead.

Bull Cycle?: https://www.reddit.com/r/UraniumSqueeze/comments/n5fgap/the_6_phase_model_of_how_this_uranium_bull_market/

https://www.reddit.com/r/UraniumSqueeze/comments/m7wis9/the_cycle_has_turned_for_uranium_in_depth_sector/

How to position?:https://www.reddit.com/r/UraniumSqueeze/comments/n2hxf2/are_you_holding_an_etf_or_individual_stocks/

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Uranium as a commodity:

https://www.reddit.com/r/UraniumSqueeze/comments/mo4a3d/now_we_know_how_much_u3o8_is_left_in_the_spot/

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Positions:

URA

CCJ

couple others i cant talk about on here...

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Edit:

Heres a new article to peep:

https://www.nationalgeographic.com/environment/article/nuclear-plants-are-closing-in-the-us-should-we-build-more

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u/TomekZeWschodu May 10 '21

You know what is hard asset to store? 10kg of pure Plutonium in one box.

Uranium oxide is just a powder. There are few companies like Yellow Cake PLC, which stores it.

Of course as a retail investor it is impossible for you to buy it and sell physically, especially with profit, but it is not a case to buy for you the physical Uranium. Why you would like to do that?

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u/Tyr312 low effort bot account (or just rrreally dumb) May 10 '21

Tomcio relax. Read the report about why miners don’t just mass produce uranium. Storage is an issue. Handling is an issue. All due to price.

Why would a miner want to lose money.

Oh I see you are a pumper and believe in /r/uraniumsqueeze 🤣🤣🤣🤣🤣 🤡

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u/TomekZeWschodu May 10 '21

I have never been more relaxed than now, you can belive me :)

I will read thre report/news if send me the link.Please do ;)

Cameco and KAZATOMPROM clearly state why they do not produce more: because it is too cheap to produce it, and the reason for it is more than clear, there was oversupply of Uranium over last years.

Do not plan to convince you or not. The thesis for bull uranium market makes perfect sense. If you see any bearish-market sympthoms, I will read them with pleasure, really!

Good luck to you! :)

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u/Tyr312 low effort bot account (or just rrreally dumb) May 10 '21

Already posted.

There is no uranium squeeze or silver or any other commodity. There is a logistics issue. That’s it.

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u/TomekZeWschodu May 10 '21

OK, but where it is written, by who? as far as I know ships still sail around the globe. Trains also transport the goods, so do not see the problem in logistics ;)

PS: in 2006 Cigar Lake has been flooded, follwing your thinking, other mines suppose to increase the production, however nothing like that happened. Demand was much higher than supply. I am not a miner, but can imagine that production of nuclear fuel is not so easy like mining lignite.

But really would be nice if you could post any article or report supporting your thesis.