Uranium Equities
@UraniumEquities
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In my 20+ years of experience in trading
#uranium
stocks I’ve never seen such strong fundamentals as today, this is The opportunity of a lifetime!!!
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43% of global
#uranium
supply ...just imagine if this was oil or any other commodity
Absolutely nobody predicted that usually very closed and super conservative Kazakhstan would go out of control within hours. Not even CNN is covering the situation in this Central Asia country.
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1,000,000 U.UN Sprott Physical Uranium shares traded in the first 12 mins of the day
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Someone bought ~1% of Cameco at $14 USD after market close
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Cameco: Given the production suspension at CigarLake until the restart in April, we have increased our outlook for purchasing in 2021 to meet our delivery commitments & to maintain a working inventory. We now expect to purchase between 11M & 13M lbs uranium (previously 8-10M Lbs)
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Elon Musk: It’s possible to make 'extremely safe' nuclear plants
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Over 2M Sprott U.UN shares traded in the first 30 mins...
#uranium
spot price getting ready to move
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TD Securities: Cameco Corp - maintaining BUY recommendation; target price increased to $45.00 (from $39.00)
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TD: "With Supply Buffers Diminished,
#Uranium
Enters a New Bull Market."
"We believe that the outlook for uranium prices and the nuclear sector in general is the best it has been in more than 15 years"
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RBC - Cameco Corporation - Best-positioned to meet structural changes in uranium market; Upgrading to Outperform from Sector Perform; raising price target to $50 from $30
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Cantor Fitzgerald - Denison Mines Recommendation: BUY, one-year target: $3.75/C$4.75
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#Uranium
equities are cheap or overpriced; it's time to look back and compare to 2007 and $75 spot price. For starters, let's ignore inflation.
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After omicron is time for oMacron to lead the nuclear renaissance. First step - the EU taxonomy coming this Monday
#uranium
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"A picture is worth a thousand words" World Nuclear Power Reactors &
#Uranium
Requirements as of May2007 compared to May2021
REACTORS OPERABLE - 437 vs 443
REACTORS UNDER CONSTRUCTION - 30 vs 56
URANIUM REQUIRED - 66,529 vs 68,269
Spot Price $136 vs $31
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Denison Mines Corp and NexGen Energy added to S&P/TSX Composite Index- "S&P Dow Jones Indices Announces Changes to the S&P/TSX Composite Index"
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Eight Capital increasing Energy Fuels target price to C$10.50 (from C$3.55)
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Due to the current market conditions the selloff of the uranium equities will continue even if all primary supply is offline, but give it couple of months and choose wisely. No other investment will give you the returns as
#uranium
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Sprott Physical Uranium Trust US$300,000,000 Prospectus
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TD Securities - Cameco: "We are maintaining our BUY recommendation and $45.00 target price"
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Sprott - UPC arrangement is anticipated to be completed in the early third quarter of 2021
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enCore Energy Corp. Announces Strategic Acquisition of Physical Uranium
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Japan town mayor OKs restarting nuclear reactor over 40 years old - The Mainichi
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#uranium
to move next
*NICKEL JUMPS TO RECORD HIGH AS SUPPLY RISK SPARKS SHORT SQUEEZE
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TD: Cameco - "We have increased our target price to $49.00 (from $41.00) and raised our recommendation to ACTION LIST BUY (from Buy)."
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Uranium Participation Corp is trading over NAV for 9 consecutive days, financing is inevitable and once announced it will trigger massive increase in the uranium equities share prices, get ready...
#uranium
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Cantor Fitzgerald - UPC YCA - NAVPS Premiums Widening, Indicating Higher
#Uranium
Prices. "We are raising our near-term spot uranium price target to $40/lb U3O8 from$35/lb U3O8 previously following the spot uranium purchases made over the last month by several companies"
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TD Securities - Cameco target price increased to $25.00 (from $22.00)
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TD Securities increased Denison Mines target price to $1.65
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Eight Capital - We see Cameco’s acquisition of WEC as a strategic move to diversify and vertically integrate along the nuclear value chain as a complement to it’s high-quality. BUY rating - Target: C$46.00
#uranium
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When I started investing in uranium, the war and the impact of the broken Russian supply chain were never in my books. Today I have a hard time updating my S&D model due to the many unknowns, but I've never been so bullish on the potential upswing. The time will tell if I'm wrong
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Cantor Fitz: "The Next Leg Higher on
#Uranium
Prices Has Begun. We are raising our short-term (12-month) spot price forecast to $75/lb U3O8 from $60/lb U3O8 previously and our long-term price deck to $85/lb U3O8 from $75/lb U3O8"
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Less that 5 years ago DOE was selling “excess”
#uranium
and killing US mining industry, today they have hard time to secure 1M lbs…the wind of change
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URNJ semi annual rebalancing has been completed:
F3 Uranium added, Western Uranium, Toro Energy, Baselode and Anfield Energy dropped from Sprott Junior Uranium Miners ETF
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TD Securities: "We note that not only is Russia the
largest uranium enricher globally, but a large amount of Kazakh-produced uranium passes through Russia to the Port of St. Petersburg on route to end consumers."
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“We see the next five years in
#uranium
investing as a generational wealth-creating opportunity” …enough said
CEO Nick Lawson of Ocean Wall:🗣️ The price of yellow cake has risen 14 per cent this year to $50 a pound, but the price for converted
#uranium
has rocketed 150 per cent, he said. “We see the next five years in uranium investing as a generational wealth-creating opportunity”💰🤠🐂
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The government of Kazakhstan has transferred shares in 3
#uranium
enterprises to the Uranium Van Group company, which is part of the Russian state corporation Rosatom. Upon completion of the transaction the Russian Federation will become the world's largest supplier of uranium
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just wait to see what
#uranium
will do
CHART OF THE DAY: Steel prices in Europe have surged to a fresh all-time high, with bechmark hot rolled coil trading above €1,400 per tonne. Alongside the surge in fertiliser prices, this is another corner of the commodity market few are paying enough attention, but will bite
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Cameco - Target: C$46.00 - "Market Transition Well Underway; Utilities Approaching Replacement Rate Contracting"
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$40 next
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300,000 lb at $31.35 for PEN, UPC with $80M, YCA and Sprott are next
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TD Securities: "Another
#Uranium
Fund Preparing to Join the Fray" SPUT wasn't the only recent buyer in the spot market. Uranium Royalty URC announced on Oct19 that it is entering into contracts for an additional 4 spot purchases totaling 400,000 lbs of uranium at an ave cost $45
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TD - "Westinghouse Transforms CCO Into a
#Nuclear
Industry Powerhouse. In our view, the addition of Westinghouse's nuclear services business to CCO's uranium/conversion business creates a nuclear industry powerhouse that provides almost end-to-end solutions for nuclear utilities"
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#Uranium
Weekly: Expecting More Term Contracting Volume in 2022 At the TD Annual Mining Conference last week, both Cameco and Kazatomprom indicated that they are seeing more activity in the term market both on and off-market discussions with utilities have increased significantly
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TD
#Uranium
Weekly: Price Pressures Across the Fuel Supply Chain. UxC is reporting that >55 million pounds of term contracting was completed during Q1/22, which is the highest volume of term contracting for the first calendar quarter that we have on record dating back to 2011/12
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Cantor Fitzgerard - Denison Mines - Positive ISR Field Test Results at Phoenix - Maintaining Buy Rating and Price Target – $3.75/C$4.75/share
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Haywood: Denison Moves to Lock Down 100% of Flagship Wheeler River Project - Target Price $2.20
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$75M for 2.5M lbs sets the spot at $30, time from Cameco and others to table their bids
#uranium
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TD - Cameco - "We are maintaining our ACTION LIST BUY recommendation and increasing our target price to $75.00 (from $70.00)"
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Haywood - "We recommend adding exposure as Denison continue to de-risk Wheeler River and sector fundamentals improve"
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Denison Announces Closing of US$86.3 Million Financing in Support of Strategic Acquisition of Physical Uranium
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Nuclear power on cusp of major boom in China
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Lawmakers call for 'nuclear renaissance' to support EU's energy transition
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2,009,700
#uranium
1,000,000 U.UN Sprott Physical Uranium shares traded in the first 12 mins of the day
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Denison raising $75M to buy
#uranium
just hours before KAP’s 2020 Financial Results and 2021 production guideline, coincidence? Will find out tomorrow...;)
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TD Action Note on Cameco - WEC Transaction Closes; High Level Framework Within Expectations. BUY recommendation and $70.00 target price
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Cantor Fitz: "Japan Planning to Construct New Nuclear Power Plants and Extend Existing Fleet
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over $25M moved from large cap to mid and small cap
#uranium
companies during yesterdays URNM rebalancing
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Encore Energy And Azarga Uranium to Combine to Create Leading American
#Uranium
ISR Company
2021-09-07 09:31 ET - News Release
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I've not seen uranium supply/demand model that accounts for rebuilding inventories held by the western utilities. With the current depletion rate any supply disruption or deviation from the expected supply will trigger massive move in
#uranium
spot price
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SPUT is actively considering the introduction of a limited redemption feature on a not less than annual basis the implementation of limits on future treasury issuance of new trust units & other measures with the objective of having the trust units trade more consistently with NAV
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Cantor Fitzgerald - Sprott Physical Uranium Trust Recommendation: BUY, One year target C$13.00
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TD Securities increasing Denison Mines target price to $1.55 from $1.00
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TD Securities resuming NexGen Energy coverage - 12-Month Target Price: C$7.00
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Global X Uranium ETF URA rebalancing coming in July, companies to be added: Toro , Vimy , Azarga Uranium AZZ.T, Int'l Consol. Uranium CUR.V, Forsys Metals FSY.T, Laramide Resources LAM.T, Western Uranium WUC.V & Uranium Royalty URC.V
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When the big guns like Hugh Hendry and Michael Burry enter new sector they will participate in financings or buy ETFs like URA and URNM. The investors should pay attention to companies with recent or future private placements.
#uranium
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Silicon Valley is rallying around nuclear energy, which doesn’t emit carbon and offers an alternative to now-problematic Russian gas via
@technology
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The North Shore Global Uranium Mining Index H1 adjustment
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URA
#Uranium
ETF was able to raise the cash needed for 2023 semi-annual distribution in just 2 days 🚀🚀🚀
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BTC nears $50k while uranium stocks enjoy the market’s spotlight “ Burry made a reported $270m through his investment firm betting on GameStop (GME) and now he sees value in
#uranium
.”
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NexGen Energy - Arrow FS Further Solidifies its Tier 1 Project Status. TD Securities increasing NXE target price to $7.00 from $4.00 and maintaining SPECULATIVE BUY recommendation
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Sprott Physical Uranium Trust Net Asset Value Reaches $5.0 Billion
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Sprott Securities reiterates UEX BUY rating and C$0.50/sh price target
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Uranium Weekly: A Watershed Moment for the Uranium Market?
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Denison Announces Sale of Goviex Shares and Warrants for up to $41.6 Million
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TD Securities: Cameco Corp. - Uranium Contracting Cycle Underway, with Cameco at the Forefront.
BUY recommendation and increased target price to $41.00
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