After suffering the ups and downs of a long term U investor since 2018 my gut feeling is today is finally THE day. Steve Barker - I fully agree. Hold tight folks. 🔥
My prophecy was “off to the races” on New Year’s Day” and my 4 picks were EU, ISO,SASK,and UEC. These four are up 11% average straight out of the gate. Hang on tight! . We’re going to the moon.😳👍👌👏😊
My strategy?.. Well, after recent declines I'm still positive around 45%, slightly less on miners. I'm not complaining, but haven't hit my target allocations yet.
I will play UEC a bit. But this sector is still not great for many of the reasons described in the interview. Opaque market? That means highly manipulated.
Spot v term deals will find an equilibrium, once the term contracts' start being reported to markets. The current out of whack spot market prices will catch up ~ 3-4 years from now (paraphrasing Rick Rule).
It wasn't that easy for me to understand whether he was speaking positively or negatively about certain stocks ( because of the accent and the way he talked) I think he likes Palladin, Light Bridge, ASPI,SMR? Did I get that right?
I have a PhD in chemistry and I was a post doc at UC Berkeley in a nuclear chemistry group 40 years ago. A new student in my group at the time is now a senior advisor to Terra Power. There’s a lot of promise, but we’re talking 10-15 years, minimum. Small modular reactors are years behind schedule and billions over budget. And there’s almost zero chance that changes in the next decade. Realistically, SMR can only happen with government (taxpayers) picking up the tab while venture capitalists and oligarchs profit. We’re definitely gonna restart some older reactors, and Germany, Japan and others. Guaranteed those restarts will be slower and more expensive than initial estimates. Just saying and to the extent there’s profits, I think you’re better off in other, similar resource sectors. Of course, compared to valuations at the peak a decade ago………. Just IMO.
Maybe wind and solar are a better investment? Whatever delays there are in new construction, restarts and SMRs, supply can’t reach demand for at least a decade
I am more optimistic about the SMRs. Once a couple are built in the next 3-5 years e.g. for "Big Tech AI", the SMRs will gain momentum as prices would become even more competitive. And, that's gonna happen in parallel with all the rest that's going on in the sector. Bottom line: uranium will compete well with renewables, which rely, oh so heavily on governments handing out tax payers' money 😡🤬
❓ What is your 2025 uranium stock strategy? Tell us in the comments!
mega uranium
After suffering the ups and downs of a long term U investor since 2018 my gut feeling is today is finally THE day. Steve Barker - I fully agree. Hold tight folks. 🔥
Kudos to Charlotte... A couple very astute & alert pick-ups on a few points made. Well done.
Excellent interview thank you
My prophecy was “off to the races” on New Year’s Day” and my 4 picks were EU, ISO,SASK,and UEC. These four are up 11% average straight out of the gate.
Hang on tight! . We’re going to the moon.😳👍👌👏😊
Apollo 13 ?
My strategy = Hold what I've bought. Hold till 2030.
2030 is when ~50% of the nuclear power plants that are under construction we’ll come online.
2030 is when the fireworks begin.
MUST-Watch for All Uranium Market Participants.
Thanks
My strategy?.. Well, after recent declines I'm still positive around 45%, slightly less on miners. I'm not complaining, but haven't hit my target allocations yet.
ASX:PEN just rerated by Red Cloud. It's about to pop!
mega uranium is way undervalued
How long before 'Enzo Loco' turns up to tell us we're all wrong!
Not wrong but 3 years lost is a fact, not an opinion…
SRUUF??
ASPI LTBR SYHBF
I will play UEC a bit. But this sector is still not great for many of the reasons described in the interview. Opaque market? That means highly manipulated.
Spot v term deals will find an equilibrium, once the term contracts' start being reported to markets. The current out of whack spot market prices will catch up ~ 3-4 years from now (paraphrasing Rick Rule).
It wasn't that easy for me to understand whether he was speaking positively or negatively about certain stocks ( because of the accent and the way he talked) I think he likes Palladin, Light Bridge, ASPI,SMR? Did I get that right?
I have a PhD in chemistry and I was a post doc at UC Berkeley in a nuclear chemistry group 40 years ago. A new student in my group at the time is now a senior advisor to Terra Power. There’s a lot of promise, but we’re talking 10-15 years, minimum. Small modular reactors are years behind schedule and billions over budget. And there’s almost zero chance that changes in the next decade. Realistically, SMR can only happen with government (taxpayers) picking up the tab while venture capitalists and oligarchs profit. We’re definitely gonna restart some older reactors, and Germany, Japan and others. Guaranteed those restarts will be slower and more expensive than initial estimates. Just saying and to the extent there’s profits, I think you’re better off in other, similar resource sectors. Of course, compared to valuations at the peak a decade ago………. Just IMO.
Maybe wind and solar are a better investment? Whatever delays there are in new construction, restarts and SMRs, supply can’t reach demand for at least a decade
I am more optimistic about the SMRs. Once a couple are built in the next 3-5 years e.g. for "Big Tech AI", the SMRs will gain momentum as prices would become even more competitive. And, that's gonna happen in parallel with all the rest that's going on in the sector. Bottom line: uranium will compete well with renewables, which rely, oh so heavily on governments handing out tax payers' money 😡🤬
Wind and solar stocks crashed under Biden, the avowed "green" president. Go with oil and gas.
What about China? They're much ahead of the West in terms of construction and commissioning of new reactors.