Energy/Commodity Thread

[Nowler]

Looks like uranium’s demand has gone down because you have not been able to see an opportunity in the market. But it is expected to increase in the near future. Just wait for the right time.

What...?

Are you talking about the demand for physical uranium? If so, that's completely incorrect and we are running at a deficit in terms for production/consumption.

More reactors are being built and current ones are seeing a life extension, and therefore sourcing future supply.

Plus, price of spot is increasing.
And more companies/entities who never before purchased spot are doing so.

 

[Nowler]

Can mods change the name of a thread? @Trader333
If so, can the name of this please be changed to "Energy/Commodity Thread"

Not sure what section would be best suited for this topic.


Anyway,

Some of you might find this useful: https://am.jpmorgan.com/content/dam...k-amv.pdf?mc_cid=6fcd72f77a&mc_eid=80ee5bb983

 

[Nowler]

Totally regretting not just adding to my Peabody Energy position at market, lol

 

[postman]

Totally regretting not just adding to my Peabody Energy position at market, lol



View attachment 301412

The perfect blend.

 

[Nowler]

So how is everyone doing with their Uranium investments?

Anyone here only now starting to take notice?
It's still not too late to jump on board

 

[Nowler]

Took some profits on Peabody Energy (coal) too.
That has been a beauty of a position, netting me like 300%

Hoping to buy what I sold back around $16.60

 

[Nowler]

 

[Nowler]

 

[Nowler]

Interesting day in the markets today!

Uranium stocks went on sale too!
I am going to see what happens tomorrow as I expect a down day (but nothing major).
I'll probably pick up more Denison Mines then

 

[Nowler]

Wylfa: Talks on new Anglesey nuclear plant proposals

Government official says there are discussions with groups wanting to build new reactor in Anglesey.

www.bbc.co.uk

 

[Nowler]

For anyone interested in the Uranium thesis.

"Uranium: A Key Element for a Net-Zero Carbon Future"
BY ED COYNE, PER JANDER AND JOHN CIAMPAGLIA | TUESDAY, SEPTEMBER 14, 2021

Link to Webcast replay: https://sprott.com/insights/webcast...19e&esid=93ab29a3-ba17-ec11-b6e7-000d3a84ce27


Download link for presentation slides: https://sprott.com/media/3156/webca...19e&esid=93ab29a3-ba17-ec11-b6e7-000d3a84ce27

 

[Nowler]

 

[Nowler]

 

[Nowler]

 

[Nowler]

Ironic that with all the fears about nuclear energy from people around the world.
Ukraine is the 2nd most reliant on nuclear energy, lol

The fear of something almost always is grossly overestimated than the actual event reality

 

[Nowler]

Art Hyde - I put some thoughts together on the current state of the #uranium market. Hope you enjoy. Should we do this more often?

You Say You Want A Revolution… Spot, #SPUT & The Turning of a Cycle – Segra Capital Management

www.segracapital.com

 

[Nowler]

Uranium: We know it was going to be volatile! lol

 

[Nowler]

 

[Nowler]

Been a while ladies and gents!

FWIW... still sitting patiently on my commodities portfolio to do it's thing.
Been ebbing and flowing, back and forth since my last post here but I remain confident.

A bit late but Happy New Year!

 

[Nowler]

I suppose it's time for another "it's been a while" comeback message!

So...
It's been a while folks!
I hope you've all been doing well out there "in the arena" (IYKYK)

Just an update in case anyone was wondering; still heavily invested in the commodities sector, with the majority being in Energy (Uranium mainly).
My portfolio is doing decent - +71.8% since late 2020.

The Uranium story still has a ways to go, and while I am up on those investments, I believe there's a lot more to come.
Kinda the same with my other investments too really - Metals in general.

Hopefully I dont leave it so long to come back, but again, I hope you are all doing great!