Art Hyde
@JekyllCapital
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PM @ Segra Capital Managment ( @segracapital ). Focused on niche & under-followed investment opportunities. Strong advocate for Nuclear Power.
New York
Joined August 2020
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Pro-nuclear candidate Yoon elected in South Korea - has vowed to scrap nuclear phase out plans and export 10 new nuclear reactors by 2030!
#nuclear
#nuclearpower
#uranium
#cleanenergy
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I put some thoughts together on the current state of the
#uranium
market. Hope you enjoy. Should we do this more often?
#uranium
#nuclear
@cameconews
@NAC_Kazatomprom
@Sprott
$KAP $CCJ $SRUUF $U.U $U.UN
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BREAKING: Senate moving forward with a bill to prohibit the importation of
#uranium
from the Russian Federation...
HTS codes include uranium ores, natural uranium, uranium enriched in U-235, and thorium.
#nuclear
#nuclearpower
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If the U.S. excluding
#uranium
from energy import bans doesn't prove it's the commodity we're most dependent on, I don't know what will...
#nuclear
#nuclearpower
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WELT: Nuclear power soon to be “green technology”? Hardly to be averted, says Angela Merkel
"Angela Merkel has no illusions. Nuclear power will soon be classified as a sustainable technology at EU level."
#uranium
#nuclear
#esginvesting
#nuclearpower
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All eyes on next week's House Energy & Commerce Hearings! Considering a bill to ban Russia
#uranium
imports. While bill includes a waiver, I believe utilities will be hard pressed to depend on it. Ban extends to 2040 and also includes $1.5B for LEU / HALEU funding. Would be HUGE!
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Bloomberg: “EU Lawmakers Remove Last Hurdle for Gas, Nuclear as Green”
#nuclear
#uranium
#cleanenergy
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Very elegant release from
@cameconews
$CCJ here. Great progress on the contract book with off mkt discussions converting. Balancing McA with a slowdown in Cigar is very smart and will give that asset a longer tail. Divi increase shows confidence cycle is turning.
#uranium
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Today's news:
@NAC_Kazatomprom
guides down production for 2024 & 2025
Next up: Orano will likely cut Niger guidance for 2024
Buckle up.
#nuclear
#uranium
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"The UK Government has today granted development consent for the new Sizewell C nuclear power station in Suffolk. "
This is HUGE! The U.K. continues to be a major battleground for new nuclear. Happy day!
#nuclear
#uranium
#cleanenergy
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TradeTech moved Long Term
#uranium
pricing up to $80 for March month-end (from $75 in February). We keep stair stepping higher....
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While there are MANY reasons
#China
is building out
#nuclear
capacity faster than any other nation,
#energysecurity
is a major one. Being able to store multiple years of
#uranium
fuel on site at low costs differentiates
#nuclearpower
from other
#carbonfree
#energy
sources.
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Here we go. Love how the market listened to Gitzel phone in from D.C. on today’s call and thought nothing of it…
#nuclear
#uranium
$CCJ
@cameconews
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Big new report on
#nuclear
coming out tomorrow. Can't wait to share it with you all! Stay tuned...
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Japanese powerhouse
@MHI_Group
getting in the
#advancednuclear
game. Announcing the development of a next-gen
#nuclear
power plant with 4 Japanese utilities. Demand story changing v. fast for
#uranium
This industry is used to updating models annually and today we need to weekly.
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Not surprising to see
#Uranium
trade off with broad mkt risk here but would just remind folks that while sanctions / tensions btwn Russia and the US could certainly impact the global nuclear fuel cycle, in most (if not all) scenarios, prices rise significantly…
#securityofsupply
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Wow Solar industry earnings today plus the Wind updates this week - renewables dumpster fire in full swing… yikes
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@SegraCapital
has been relatively quiet and turned down a large number of podcasts, interviews etc. over the past 6-9 months. However, given some of the strange
#uranium
market commentary we’re seeing lately, it may be time to share our views on the market more openly. What…
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Feel like writing something - who wants some weekend reading?
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Askar Batyrbayev, Chief Commercial Officer at Kazatomprom $KAP speaking live on the
#nuclearsympo
right now. Don't know if anyone else is listening but they certainly don't sound like a company about to ramp production... See attached
#uranium
#nuclear
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Another big pro
#nuclear
piece from
@BankofAmerica
this morning - "Why We're Ever More Positive on Nuclear"
A year ago this was the most bearish/skeptical research team on wall street when it came to the industry - now predicting U.S. nuclear newbuilds this decade...
#uranium
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My new drivers license photo shows how much happier you look after you leave investment banking…
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Friend flagged this Friday. Looks like Rosatom is now expecting first
#uranium
production from Priargunsky No. 6 in 2028 (in their words "ambitious"). I believe WNA and consultant models have first production in 2026 so a 2 year delay vs. consensus...
.
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Hearing a dedicated
#uranium
book may be blowing up / liquidating in the market today. Explains some of the price action. Should clear relatively soon.
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While we rarely share our limited partner communications with outsiders, given the gravity of the situation we've decided to distribute this morning's investor note on the situation in Ukraine.
#uranium
#nuclear
#nuclearpower
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956
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Wow $UEC has been busy. Buying Roughrider deposit from $RIO for $150mm in cash & stock (fully funded, no deal coming). For reference, this was bought by Rio post-Fukushima in 2012 for C$635mm. Seems like a very interesting acquisition given $UEX assets.
#uranium
heating up...
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Oliver Stone on Nuclear Energy: 'We Need to Get Away From Mentality of Fear' - Variety
#nuclear
#cleanenergy
#uranium
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Les Echos: Emmanuel Macron will launch a major nuclear program
"Several scenarios are on the table, including that of building up to 14 new EPR-type reactors."
Would be HUGE if true!
#nuclear
#cleanenergy
#uranium
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We start almost every pitch with the following line:
“We’re climate change believers and climate solution skeptics… if you sit in that camp and you’re curious, you get to nuclear power very quickly”
#nuclear
#uranium
#cleanenergy
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Always nice to be quoted by
@PippaStevens13
on
@CNBC
- the future is incredibly bright for
#nuclear
&
#uranium
… much more to come!
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1/ Some quick takeaways from this morning's
@NAC_Kazatomprom
management call with new CEO Mr. Mazhit Sharipov. Note that due to the Russian to English translation, some of the transcript is choppy.
#uranium
#nuclear
#nuclearpower
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Ok I’ll weigh in (but don’t intend a long thread on it). Anyone telling you $CCJ isn’t massively long
#Uranium
, or is caught short, or doesn’t “get” the cycle either doesn’t understand this market OR is selling you something you shouldn’t buy. Careful out there & good luck.
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Some big
#uranium
coverage updates from the sell side this morning...
@cameconews
$CCJ initiated with a BUY rating from
@GoldmanSachs
- Price Target $55.
@NexGenEnergy_
$NXE initiated with a BUY rating at
@scotiabank
- Price Target C$13.50.
#nuclear
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Spent an hour on the phone yesterday walking
@JinjLee
through current
#uranium
mkt dynamics.
Despite the article being an almost point-by-point summary of our conversation (including references to the BofA report she was unaware of), zero quotes or references to my input. Do…
Heard on the Street: The market is only getting tighter for the commodity that fuels nuclear power plants
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Important from Grant on todays earnings call — Base escalated collars with floors starting at $50 and caps starting at $80 with spot in the mid $50s today tells you where price is going… we’ve heard similar from others over the past few months…
$CCJ
@cameconews
#uranium
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Nice
#uranium
report out from BofA's Anton Fedotov and Lawson Winder this morning...
Kazatomprom $KAP $KAP.LI gets a double upgrade to BUY (finally) with PT of $50 from from $22
Cameco $CCJ upgraded from CAD$25 to CAD$36
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#uranium
:)
Hmm...
#Nuclear
as
#CleanEnergy
as
@PippaStevens13
reports on
@CNBCTheExchange
@KellyCNBC
$DNN $URNM $CCJ $URA
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I’m honored to be part of the task force behind this report.
Written by the finance community for the finance community, the report demonstrates
#nuclear
energy's ability to report well against a full range of
#ESG
metrics.
Read & share!
#uranium
#cleanenergy
#esginvesting
🆕 report by the Generation IV International Forum (GIF)
𝙉𝙪𝙘𝙡𝙚𝙖𝙧 𝙀𝙣𝙚𝙧𝙜𝙮: 𝘼𝙣 𝙀𝙎𝙂 𝙄𝙣𝙫𝙚𝙨𝙩𝙖𝙗𝙡𝙚 𝘼𝙨𝙨𝙚𝙩 𝘾𝙡𝙖𝙨𝙨
Read here ➡️
#NuclearFinancing
#SustainableFinance
#ImpactInvesting
#ESGinvesting
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Bloomberg: “Uzbek Uranium Producer, China’s CNNC Agree on Cooperation”
Major deals with $KAP and $CCJ this year and now a partnership agreement with the Uzbeks a few days after Macron’s visit… China getting quite active on the
#uranium
front.
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For those keeping track at home - these potential life extensions are a big deal for consensus demand forecasting. 8 units that under current WNA forecasts shut down between 2024 and 2028 in ALL scenarios would be extended. In nuclear fuel cycle terms that demand may as well be…
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1/ A thread on Nexgen’s Arrow & the
#uranium
cycle ($NXE)
Can anyone tell me an estimated time frame that Nexgen could be permitted, start building their mine and be producing
#uranium
???
@quakes99
@JekyllCapital
@travmcph
@NexGenEnergy
$nxe
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Huge
SOURCES: GERMAN FINANCE MINISTRY DISCUSSING ROLLING BACK NUCLEAR PHASEOUT
Trial-balloon report said to be emerging very soon.
Germany's LNG-only plan to augment renewables would be ferociously expensive, and it seems that the Ministry of Finance gets this.
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👀
#uranium
An atomic rally for uranium!
@TimSeymour
breaks down the big move higher & the best ways to get in on the trade
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There is a major U.S. Utility RFP in the market right now (responses due 3/14)… hope nobody responded early 😬
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It's insane to me that analysts focused on
@cameconews
still can't understand that a portion of the $CCJ material labeled "Purchases" are Inkai and a portion are their long-term purchase commitments. The idea that folks assume it's all spot market buys is absurd. Do some work…
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The year is 2027. Fission 8.0 is celebrating another successful spin out. $ISO shareholders remain patiently waiting for $CCJ to release drill results from over the border. $BHP announces a successful shaft sinking at Arrow. Life is good.
(Chill - meant to be funny guys...)
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Nice commentary out of Sprott $SPUT - good to clarify the fund's intentions and structure. Unfortunately carnival barkers spouting lunacy do tend to pique regulatory interest. Good to get in front of any misconceptions.
#uranium
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@uraniuminsider
That and - today there are no operating reactors on that coast… but market still knee jerks on a earthquake headlines 3-4x per year…
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Me:
@DenisonMinesCo
Can you describe the grade of the Phoenix deposit? $DNN $DML
#uranium
Cates:
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15 million shares of $UEC traded right at the close by Credit Suisse… that’s over 5% of the company…
#uranium
👀
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Given todays risk off tone, I thought I’d share the letter we wrote in March 2020 at the depths of the COVID crisis. Framework for
#uranium
and
#nuclear
are no different today.
@SegraU3O8
investors that took our advice did pretty well. Good luck out there.
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Couldn't wait until tomorrow huh
@cameconews
...
" $CCO / $CCJ and Energoatom Agree on Commercial Terms to Supply Ukraine’s Full Natural UF6 Needs through 2035"
#uranium
#nuclear
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Amazing how loud my DMs were last week and how quiet they are this week... So many great contra-indicators on this platform its crazy
#uranium
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Adrienne Hanly, Uranium Production Specialist from the
@iaeaorg
discussing U.S. inventory levels. Her study shows 16 months on average vs. their recommendation of 2Y+. This is an issue from her perspective and something governments may need to address (Europe just above 2Y now).
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Twitter sentiment for
#uranium
is incredibly bearish atm. Price always drives narrative in sharp moves so it makes sense. Good rule of thumb is that if you're panicked buying or panicked selling in this space and RSIs are extreme, we're likely on the other side...
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