Keeping the lights on with Nuclear Enegry!
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Is the 'Silent Giant' the 'SLEEPING GIANT'?
the Silent Giant
Is he sleeping?
Found as a result of a quakes99 tweet. Keep up the good work Mr Quakes.
The number one thing would have been Nuclear...
This is a great panel discussion about the climate issue and the segment from 7:00 to 7:40 of this interview is key for Nuclear Investors. This interview covers the issue of Climate Change including China's role.
What caught my ear is how Nuclear Energy crept into the conversation. Its about time that ALL MEDIA gets behind the NUCLEAR solution.
The number one thing would have been Nuclear Energy
More Challenges for Germany. Nuclear flip-flop inevitable?
more challenges for Germany's power plans
This post for Nuclear Nerds ONLY!
Since the weekend is here and we all have so much time on our hands, interested parties such as Malcolm Rawlingson might find this documentary interesting to watch. Others will be bored with it but I will bet that very few Uranium Investors know what has been going on with nuclear energy even back in the 1950's. I wonder how many such stations the Russians have.
Is this how scientists survive in the Antarctic today? You can bet your snowshoes they do.
If anyone has access to Malcolm Rawlingson, please send him this link. I'm sure that he would enjoy watching it as much as I did.
Greenland's Nuclear Power Plant - Camp Century
Cameco volume SOARS at 16:00 AGAIN!
I seems that each day no matter what the closing price, a vacuum is turned on and a whack of shares are sucked up.
Correction: Uranium Offer/Sell is up $.20.
I stated that it was up $.10 in my previous post.
Another big spike in Cameco volume at day end yesterday.
I may be starting to sound like a broken record but this pattern has been consistent now for about TWO WEEKS.
Uranium Bid drops $.05. Offer up $.10
Price up $.09.
numerco twitter feed
Not just me that sees trouble for Germany.
Are investors going to wait for Germany to be a catalyst? Is Germany going to wait for Merkel to leave before they change their mind?
Cobalt inches up again.
Cash Chart
Michael Shellenberger appeared on FOX NEWS today.
I can't provide a video link to his interview with Dana Perino but perhaps he will provide one on his twitter feed at some point in time. Great interview.
Very positive report for Nuclear Energy. Meanwhile Elizabeth Warren says that she is NOT IN FAVOR of Nuclear Energy and will NOT support it.
As I stated in a previous post, which socialist do socialists want to believe? Angela Merkel nuked nuclear. A good exchange about the German FAILURE when it comes to their energy policy took place. There was a lot of ground covered. Great interview. Very positive and logical for Uranium.
Mike Schellenberger Twitter Feed
Cameco considers further production cuts.
seeking alpha article
A new theory about the tragic Scuba Boat fire.
There is speculation that the fire on that boat may have been started with a battery charging station.
If this theory proves to be true, there is going to be a whole new focus on the need for COBALT to be installed in sufficient quantities so as to be safe. That could be great for us with a vested interest in Cobalt. But at the same time it is tragic that it allways has to come to this before the masses pay attention.
I remember when I purchased a charging station for my kids' video game controllers. I plugged it in and the batteries got so hot that I had to pull the plug as I noticed the smell and heat almost immediately after plugging in the charger to recharge their batteries. That was before the days of Cobalt focus that is now very much at the forefront of rechargeable battery technology.
Nevertheless, it is sad that we always seem to need a tragedy such as burning batteries that cause death of innocent people or that we need to use something like Climate Change fears BEFORE people recognize that the solutions are THERE (such as nuclear and Cobalt) but they are just NOT PUBLICIZED adequately. The term 'Fake News' is NOT just about lies. It is about what is NOT TOLD or how INFREQUENTLY some deserving facts are told. Fake News comes in the form of unreal FEAR TACTICS that scared people into believing Nuclear was evil because it served someone's political aspirations - aka socialists. Now, after much damage has been done, those same people are promoting nuclear. To me this hypocrisy is the the most serious example of FAKE NEWS. "I'm for, no I'm against - well maybe" double speak is a sign of disingenuous people.
I want to stress that the battery charger theory regarding the boat fire is just a 'theory' at this time. But those of us that understand Rechargeable Battery technology, know that the theory is entirely plausible. Cobalt is required in today's rechargeable technology and the more Cobalt that a battery has, the safer the battery is. I have electric toothbrushes that I have been recharging for over 7 year and they never heat up or die on me. They are on constant charge when they are sitting on their recharging stand. My cell phones on the other hand do get fairly warm at times.
In today's world, and in the foreseeable future - Cobalt is required in quantities that make rechargeable batteries safe. Lets not let others die before the truth is told adequately with sufficient volume to sufficient audiences. I hope the media does its job and accurately and fairly reports on the need for Cobalt in our rechargeable devices.
Everyone has Nuclear on their agenda
Some great tweets on quakes99 twitter feed this morning.
The USA has been asleep for the past two administrations. Well the current administration is in the process of waking up and the Sleeping Giant and the World Nuclear Association (WNA) is talking about it.
The Wake Up Call
Again! Cameco has big volume at end of day yesterday.
This is a pattern that cannot be ignored. The big money is loading up on CAMECO because they know which direction Uranium is headed in.
LME COBALT PRICE CHANGES seem like serious business.
Cash Bid is up $1000.00 Price Graph
Cash Offer is down $ 500.00 Trading Summary
3 Mos Bid is Up $1000.00
3 Mos Offer is up $ 500.00
15 Mos Bid is down $250.00
15 Mos Offer is down $250.00
This is NOT FAKE NEWS. Just hypocrisy.
I do but I won't - maybe.
Thanks to quakes99 for the link.
FAKE NEWS ALERT! U308 ROCKETS $2.35/LB today!
Now imagine that the next time this gets posted that it is NOT FAKE NEWS.
How will sellers of UEX or ANY Uranium mining stock feel then?
In my previous post I referred to my tongue being firmly planted in my cheek. I wonder which part of the body will get stuck in sellers' throats when that ALERT turns out to be REAL.
I don't know, but it will likely leave a very bitter taste in some mouths.
I have to go. Time to buy more of these two mints in one. Its either that or have to buy mouthwash later on.
My tongue is FIRMLY PLANTED in my cheek!
I'm wondering if I should move all my money to Pot.
If one looks to the markets or business news channels, it seems that the world needs Cannabis more than it needs Effective and Reliable Clean Power Generation.
Canada certainly thinks so. Unlike Bill Clinton, Canadians now have to inhale 2nd hand POT SMOKE coming out of their neighbours' homes.
Germany wants nothing to do with Effective Reliable Clean energy.
California only wants Nuclear if it is Politically Advantageous for their elected officials to support.
New York does not want any form of energy because all forms are controversial.
Meanwhile, Potheads are getting elected into office all over the place while nuclear enthusiasts are standing on their heads trying to get the public's attention about the greatest investment this decade. Still, many investors are too HIGH to notice. Has the investment world gone to POT? I think it has. What will change this?
Perhaps the lights have to go out so the potheads can no longer use their cell phones and tablets to trade their pot stocks, they will protest in the streets while screaming - HOW COULD 'THEY' ALLOW THIS TO HAPPEN?
Noone will know who 'THEY' is but that won't matter.
'THEY' will be the ones held responsible for the power outages.
As at Aug 15, 2019 there were 2,293,321 short positions held against UEX.
UEX continues to have a STRONG BUY assessment against it.
WNA is wrapping up.
LME Cobalt is on the RISE.
U308 SPOT is stuck because of fears that any rise could result in higher Long Term Prices.
Uranium Supplies drawn down 400,000,000 lbs plus 40,000,000 lbs more taken out of production each year.
Cigar is getting down to its last several years of supply.
It takes years to replace a mine like Cigar Lake.
The inactivity on the SPOT market means that Existing Uranium Supplies are being depleted each and EVERY DAY.
These SHORT POSITIONS will have to be covered at some point. Will that point be now or will that point be later when the blue pills start to wake up the SLEEPING GIANT?
Stocks down 400 Mbl + 40 Mlb Cuts Annually
After accessing the source of the slide mentioned in my previous post I got the full presentation and the answer I sought.
According to the Paladin Presentation Uranium Supply Stocks are down 400 Million Lbls.
Now that is what I call a SLEEPING GIANT when it comes to price of Uranium. The blue bars on the charts are like those BLUE PILLS for the SLEEPING GIANT.
That is going to be quite the rise when they take effect!
I wonder what kind of SPOT that will result in.
Supply/Demand Fulfillment Chart depicts a SLEEPING GIANT
I got the image provided below from quakes99 twitter feed. It takes a bit of time to digest these charts properly and frankly I'm still a bit in the dark. The demand fulfillment 'Utility Term' factor suggests that term contracts are fulfilling the largest portion of Demand. Even when combined with other sources of Uranium the DEMAND is still NOT BEING MET. That amount is highlighted as being 'under buying' and is depicted by the red oval dotted line.
The chart does not show how that 'Under Buying' is being fulfilled. Since the reactors are still running, then readers of the chart are left to assume that the 'Under Buying' is being filled with existing stock held by Utilities - a figure which is not indicated on this chart. Or is it?
If I read this correctly, I arrive at the conclusion that the 'Under Buying' and the existing stock depletion amounts would be the same. I'd like to hear from anyone who agrees or disagrees. This is an important discussion to have if you are a Uranium Investor. So please do not hesitate to join. That is what this board is for.
The other thing I see is that this chart does not show a projection of signed Term Contracts. This is probably the most important missing element since if TERM CONTRACTS are set to expire in 2019 and 2020 as some say that they are, then the blue portion of the Demand Fulfillment would have to drop significantly and the 'Under Buying' would likely increase and drag that red oval way down to the right side. And yet, SPOT remains where it is because nobody wants to be the one to wake the SLEEPING GIANT until they get their Long Term contracts signed.
I'd like to hear from anyone if they agree or disagree with my assessment of these charts.
Demand Fulfillment Chart - Paladin
While California waited for Nuclear to become Politically Popular, Rick Perry was forging ahead since he was put in charge of the DOE just a few years ago.
Who is REALLY COMMITTED to Nuclear Energy?
California or Rick Perry?
Who appointed Rick Perry?
Office of Nuclear Energy on Twitter
So why am I being political? Actually I'm not. I'm just showing that 'REAL LEADERSHIP' and not just 'FINGER TO THE WIND' politicians are what investors need to look for when investing their hard earned dollars.
But hey! I'll give 'my finger' to Wind Energy over Nuclear Energy any day of the week be it popular or demonized as it has been by the Socialists over the past 10 - 20 years. Now THEY will have to pay the price and that price will be in terms of much costlier uranium mining shares.
HURA Pre-BID and ASK were back above $10.00 this morning.
Sure the volume is low but we have not seen these levels in months. I just read that the 'NEVER NUCLEAR' DEMOCRATS have had a change of heart in California because suddenly NUCLEAR is POLITICALLY POPULAR again.
The California Governor, who once stated that California's Nuclear Power plant could not last much longer suddenly wants to declare NUCLEAR as a RENEWABLE SOURCE of ENERGY so as to prevent the closure of California's Nuclear Plant.
I almost peed my pants laughing when I read that. It turns out that the REAL CATALYST that we are all looking for is NOT going to be GLOBAL WARMING but POLITICAL POPULARITY seems to be.
Will GERMANY follow suit? Of course they will. That is what socialist politicians do AL THE TIME. You don't need a Crystal Ball to know that.
Significant Increase in Cobalt Prices
LME Cobalt price graph
all three prices up
19 years.
German Socialists say it will take 19 years to get away from coal generated electricity. The USA Democrats (Socialist in the making) claim we only have 12 years left on the planet. Which socialists do socialists want to believe?
Click here for full article
Here is what will change come the fall election in GERMANY.
One would think that wind turbines would be thriving with Hurricane Dorian coming up. But that is not the case is it. I doubt that there is much wind power generation in the panhandle area because any wind turbines in the path would be destroyed at the first sign of a hurricane. Even if they could spin they would spin so fast that they would explode and if they did not get destroyed, they would not have anywhere to store the energy or if they could store it, once full, they could not store any more.
Nuclear Power Plants are built with 16 ft thick walls. They can store their energy by storing uranium rods until they are put into use. The only thing preventing them from delivering power are downed power lines which are used by all forms of mass electricity generation. Simply put, a hurricane will not destroy a nuclear power plant if it is built up to standards.
When will the media wake up to this fact rather than continue with the misleading narratives about Solar and Wind being a RENEWABLE source. They are only renewable until the next hail or wind storm. They are a blight on the land and they leave a bigger carbon footprint in many ways.
The world will wake up one day to the fact that Nuclear is the BEST source of CLEAN and RELIABLE energy. Will we have to wait until that 'wake up' day to see the price of Uranium go (dare I say it) NUCLEAR?I don't think so.
Anybody have some uranium pebbles to throw at Mr. Market? I patiently wait for the geese to start their migration this fall. I can hear them already - HONK, HONK, HONK, HONK, HONK if you are for Clean Reliable Nuclear Power Generation.
Mr. Market is Oblivious to the Facts.
In recent months there has been a big increase in the amount of information regarding the benefits and urgent need for Nuclear Power Generation. Much of that information is being published and re-published, tweeted and re-tweeted. Most of it comes from very credible sources. Yet, Mr. Market seems oblivious.
It used to be newsletters that kept people informed. Today, @quakes99 does an incredible job of getting much of that news out to the public via twitter and over 10,500 followers. Yet, 'Mr. Market' who is supposed to 'know best' is not reacting to any of it. Uranium shares continue to lag at nearly all time lows while the lights are about to go out in places.
In stark contrast, one recent tweet by @quakes99 depicts a VERY SMALL group of demonstrators protesting gas pipelines. Yet, governor Coumo did react to that small crowd and has stopped all new sources of energy other than those that are too costly and too ineffective to implement - namely wind and solar that nobody wants in their line of sight or earshot for VERY good reason.
So, on the one hand, Mr Market does not listen to the COMMON SENSE (The LIGHTS ARE GOING OUT) being read by over 10,500 followers on Twitter, but MR Cuomo listens to NONSENSE and shuts down pipelines AND Nuclear Power plants on the basis of a few demonstrators who know absolutely nothing about the complexities of power generation and its importance to our entire way of life.
I am a keen observer of ILLOGICAL TENDENCIES because where I see such things, I sometimes find that there can be OPPORTUNITY galore because of it.
It can be difficult, at times, to comprehend why the actions of so few can impact the lives of so many many - as in the case of Mr Coumo's ill fated decisions to prevent pipelines while shutting down nuclear power plants. Or Merkel's decision to shut down Nuclear Power because of one nuclear power plant (On the PACIFIC OCEAN COASTLINE) that got hit by a Tsunami where nobody died from radiation poisoning. Ironically, many died from PANIC likely enhanced by years of Fake News regarding Nuclear Energy.
It can also be difficult to understand why so many (10,500 @quakes followers) can fail to convince Mr Market that we are facing an OPPORTUNITY of NUCLEAR PROPORTIONS.
Whatever the reasons for that, it is not just a problem for Human beings. Wild animals suffer from the same malaise. Take a flock of geese for example. All it takes is one pebble to be thrown into the flock and they ALL TAKE OFF at the same time not even knowing why. The rest just follow the flock because one of them starts to HONK LOUDLY and FLY at the same time. And that brings us back to how the few can impact the lives of the many again.
So, who is going to be the one that throws that first pebble of Uranium at Mr Market? It could be the ones that HONK the loudest when the lights go out. Who knows, it may even be the same ones depicted in that protest picture. Or it may be someone who made destructive decisions in the past such as those made by Germany, California and now New York.
ONLY ONE THING IS FOR SURE. When the lights do go out in NEW YORK or GERMANY on a cold winter day or when the Air Conditioning goes out in California when the temps reach 103, the CALL OF THE WILD will resonate in Mr. Market's office for years to come.
LIVE LONG AND PROSPER
It is no longer just us posters that are talking about the reasons for a uranium breakout.
There are more and more experts in the field all singing from the same hymn book. Supply Deficit means higher Uranium Prices. Just go to any Twitter Uranium discussion.
@quakes99 twitter feed is by far the most informative. His follower numbers continue to grow past the 10,000 mark.
While you don't need to be an expert to understand that a supply deficit will mean higher Uranium prices, it is good to see that so many are out there today explaining the Urnanium situation to the investing public.
You can see where this is going especially with the Uranium Symposium taking place next week. With social media being a MUCH BIGGER FACTOR this time around, the size of the Investing audience will likely have an even bigger impact on Uranium this time over the last bull market. Take screen shots of these stock price levels now. You may want to frame them later.
LIVE LONG AND PROSPER
Cameco End of Day volume spike stays true once again today.
Look at your provider's daily volume stats to see what I mean.
Definition of conundrum!
Germany's energy plans.
Shut down Nuclear in 2 years.
Shut down Coal in 10 years.
They claim that they export more energy than they produce. Then why are they buying energy from France? Could it be so that they can confuse their citizens as to exactly what they are doing? Tell me it is not so!
They plan to cut out Coal by 2030. According the Democrats' Green New Deal that is just one year before everyone on the planet dies due to carbon emmissions.
They plan on shutting down all nuclear plants by 2022. According to the Democrats that is 9 years before everyone on the planet dies due to carbon emissions.
How do they plan on keeping the lights on in Germany if not by nuclear? Oh wait! They could buy it from France. Merkel does not care as she is leaving so it becomes someone elses problem. Will her successors see the LIGHT?
The Gernman Conundrum / Will it lead to a Uranium Catalyst?
Link is thanks to quakes99 Twitter feed.
B.S. Thanks to Socialist Policies.
Need more reasons to invest in UEX?
DOE - Nuclear is Back
Thanks to Alibongo888 twitter feed. Great find.
BNN reports that Short Coverings are helping TSX rise today.
Now THAT is an interesting development.
Cobalt Deficit Picture
Scroll down the article for the Cobalt DEFICIT PICTURE.
This article is Worth looking at.
These Pictures Speak Volumes if you need to decide to go short or long.
Cobalt Deficit
Uranium Deficit
Oh what the heck - more on Uranium Deficts
Two Two Two Deficts in One Investment that work in UEX INVESTORS' favor. UEX Uranium / CoEX Cobalt
Thanks to Sir Uranium and Alibongo888 Twitter feeds.
LIVE LONG AND PROSPER
Do SPOT price changes Trigger Algorithms for Mining Stocks?
Does anyone know? Of course someone knows and I would think that it is the people that write the Algorithms.
Spot BID increase being met with addtional UEX selling.
Looks like some shorters want to keep the price down some more. Every time I post about SPOT, new sell orders come onto the market. I'm pretty sure that these are not real sellers but shorters playing more shorts in the hopes that buyers will stay away. Is this a panic tactic? I'm not sure - but it sure is a dangerous tactic to implement at a time when Uranium SPOT may be on the verge of a steady rise.
Time to load the peacemakers?
Spot Price BID up $0.25 since yesterday.
Keep in mind that it is just a bid but it beats last week's bid which was $0.50 lower than that.
Aug 21 2019 BID $24.75
Aug 28 2019 BID $25.25
Difference - $0.50
Are vacations finally coming to an end?
Will SPOT price once again drive share prices? It did to the downside so why would it not to the upside?
Which Uranium mining stock was hurt the most? UEX was one of them.
Which stock will benefit the most? Will it be UEX?
Barchart Opinion Changing too.
Even though the Futures Price has not changed in 4 days, the Barchart Opinion keeps moving up.
Barchart Opinion 48% BUY
Spot Price Update
from numerco twitter feed
OBSERVATION:
In the past 5 trading days or so, the volume on CCO consistently took off right in the last minute of trading. Someone is accumulating large amounts of CAMECO after seeing the price trickle down on very low volume during the day.