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.
Hidden Bay from MD&A
Message from Management in latest MD&A
People are being told just how much Uranium is going to be required.
I believe this presentation was delivered yesterday but I'm not certain of that. Regardless of when, the numbers are staggering. They put the last Uranium Bull Run to shame. Once again, thanks to quakes99 twitter feed.
Click here and then click the volume icon for a STAGGERING excerpt from Presentation on Uranium Requirements
Goldman (house 65) and Anon (House 01)
Goldman was selling all day via algorithm driving the price to a low of .135.
They stopped selling at 15:39:42.
At exactly 16:00:00 they purchased 2,920,922 shares ALL ON THE TSX as KQ transactions. This is the EXACT NUMBER OF SHARES that they sold earlier in the day for much lower prices.
Anon (house 01) then traded 71,000 to 79,000 on the ATS after market at $.165.
It is the last day of the month where short selling totals are tabulated and published 5 business days from today.
This SMACKS of integrity trading - does it not?
You be the judge.
Earlier I called it an Algorithm War. Was it a war or was it an algorithm error that was detected at 15:39:42?
Gitzel Gets it right.
Buyers are staying away from the SPOT market while they negotiate LT contracts with RELIABLE SUPPLIERS. Do they thiink that GITZEL does not know that? The stock market pays attention only to the SPOT MARKET because that is all they have to go by at this point. Suckers!
LIVE LONG AND PROSPER
Algorithm War in full swing.
Goldman on the sell side one board lot every second.
LME Cobalt takes a hit.
LME Cobalt
Barchart has finally moved back into Buy side.
Click here for Barchart Opinion.
They have been pretty accurate for turnarounds since I have started to watch their forecasts.
I would certainly agree that this coming week will be an up week for Uranium Spot. For what it is worth, I believe that the big moves in Uranium Shares will begin in late August.
LIVE LONG AND PROSPER
...and the pieces of the puzzle just keep on falling into place
Another piece falls into place. Click here then come back y'all
...and this is why I call UEX the Two Mints in One company.
UEX - Uranium
UEX West Bear AKA CoEX = Cobalt
There you have it - Two Two Two Mints in One.
Two Mints in One - Click Here
Nice to see that you get(s) it too!
Live Long and Prosper
Rare Earth Legislative Proposal
See Wall Street Journal
Thanks again to quakes99 twitter feed.
The question remains - will Cobalt be considered a Rare Earth Mineral? I think it will almost certainly be included and also be considered to be of STRATEGIC IMPORTANCE given its usage in aircraft.
More Great stuff coming out of the USA.
Sorry wrong board. If there is a moderator for this board please remove my post along with this one. My apologies.
My take on Cameco Conference Call:
Gitzel Gets it!
Gitzel is a REAL CEO. His defense of Cameco’s “A Contract is a Contract” belief demonstrates that he means business. It is conceivable that in light of the TEPCO ruling, RELIABLE PRODUCERS such as CAMECO are going to be less likely to sign VERY LONG TERM CONTRACTS unless an insurance price is factored into it. If buyers don’t want to live up to their end, then they will have to pay up or they will have to work with shorter term contracts. That is a very real possibility and other operators/buyers will have Tepco to thank for it.
Cameco is NOT there to see others achieve their profit targets. - Well said Cameco.
Cameco holds $1.1 billion in cash. Not bad for a company that shut down their biggest mine.
Cameco is batting 3 for 3 in terms of executing their strategy.
“I’ve seen this movie twice before” – This comment speaks volumes.
Supply is less certain and, in fact, declining. As I stated yesterday on the UEX board, sometimes a picutre is worth $millions.
Discussing with Tier One customers what it takes to protect supply going forward. These customers want certainty of supply from RELIABLE SUPPLIERS. - In other words, price may be important to the buyers but certainty of supply is even more important.
As a Uranium and Cobalt Investor, I never liked the concept of intermediary buyers and some have taken exception to that view when I expressed it in the past. Look at Cobalt 27. They no longer exist. They sold out. Now I hear Cameco addressing intermediary buying and the panic that sometimes kicks in. Listen in to the following part of Cameco’s conference call.
IMPORTANT: 34:23 mark of the Cameco Conference Call – The following is me paraphrasing:
Intermediaries are panicking and not living up to their chosen strategy. Cameco will let them panic and take advantage of it. I could say that the same goes for Uranium Mining Stock Investors who are panicking. That is why I like to say:
LIVE LONG AND PROSPER
Click below for Cameco Conference Call. Thanks for the link @quakes99 twitter feed.
Click here for full Conference Call
My take on Cameco Conference Call:
Gitzel Gets it!
Gitzel is a REAL CEO. His defense of Cameco’s “A Contract is a Contract” belief demonstrates that he means business. It is conceivable that in light of the TEPCO ruling, RELIABLE PRODUCERS such as CAMECO are going to be less likely to sign VERY LONG TERM CONTRACTS unless an insurance price is factored into it. If buyers don’t want to live up to their end, then they will have to pay up or they will have to work with shorter term contracts. That is a very real possibility and other operators/buyers will have Tepco to thank for it.
Cameco is NOT there to see others achieve their profit targets. - Well said Cameco.
Cameco holds $1.1 billion in cash. Not bad for a company that shut down their biggest mine.
Cameco is batting 3 for 3 in terms of executing their strategy.
“I’ve seen this movie twice before” – This comment speaks volumes.
Supply is less certain and, in fact, declining. As I stated yesterday on the UEX board, sometimes a picutre is worth $millions.
Discussing with Tier One customers what it takes to protect supply going forward. These customers want certainty of supply from RELIABLE SUPPLIERS. - In other words, price may be important to the buyers but certainty of supply is even more important.
As a Uranium and Cobalt Investor, I never liked the concept of intermediary buyers and some have taken exception to that view when I expressed it in the past. Look at Cobalt 27. They no longer exist. They sold out. Now I hear Cameco addressing intermediary buying and the panic that sometimes kicks in. Listen in to the following part of Cameco’s conference call.
IMPORTANT: 34:23 mark of the Cameco Conference Call – The following is me paraphrasing:
Intermediaries are panicking and not living up to their chosen strategy. Cameco will let them panic and take advantage of it. I could say that the same goes for Uranium Mining Stock Investors who are panicking. That is why I like to say:
LIVE LONG AND PROSPER
Click below for Cameco Conference Call. Thanks for the link @quakes99 twitter feed.
Click-here
My take on Cameco Conference Call:
Gitzel Gets it!
Gitzel is a REAL CEO. His defense of Cameco’s “A Contract is a Contract” belief demonstrates that he means business. It is conceivable that in light of the TEPCO ruling, reliable producers such as Cameco are going to be less likely to sign VERY LONG TERM CONTRACTS unless an insurance price is factored into it. If buyers don’t want to live up to their end, then they will have to pay up or they will have to work with shorter term contracts. That is a very real possibility and other operators/buyers will have Tepco to thank for it.
Cameco is NOT there to see others achieve their profit targets. - Well said Cameco.
Cameco holds $1.1 billion in cash. Not bad for a company that shut down their biggest mine.
Cameco is batting 3 for 3 in terms of executing their strategy.
“I’ve seen this movie twice before” – This comment speaks volumes.
Supply is less certain and, in fact, declining. As I stated yesterday, sometimes a picutre is worth $millions.
Discussing with Tier One customers what it takes to protect supply going forward. These customer want certainty of supply from RELIABLE SUPPLIERS. - In other words, price may be important to the buyers but certainty of supply is even more important.
As a Uranium and Cobalt Investor, I never liked the concept of intermediary buyers and some have taken exception to that view when I expressed it in the past. Look at Cobalt 27. They no longer exist. They sold out. Now I hear Cameco addressing intermediary buying and the panic that sometimes kicks in. Listen in to the following part of Cameco’s conference call.
IMPORTANT: 34:23 mark of the Cameco Conference Call – The following is me paraphrasing:
Intermediaries are panicking and not living up to their chosen strategy. Cameco will let them panic and take advantage of it. I could say that the same goes for Uranium Mining Stock Investors who are panicking. That is why I like to say:
LIVE LONG AND PROSPER
Click Here for Cameco Conference Call Thanks for the link @quakes99 twitter feed.
Sometimes a picture is worth $millions.
Click here to see that picture
The above picture was provided thanks to quakes99 twitter feed.
Madness in California.
Natural Gas being banned
Gold at Shea Creek. How could I forget?
Thanks for reminding investors alibongo888
https://twitter.com/hashtag/UEX?src=hash
Maid of the Mist replaced with EV.
Maid of the Mist
More exposure for Nuclear Industry.
From the quakes99 Twitter feed:
Assistant Secretary for Nuclear Energy - Rita Baranwal
Amazing! $0.165 trades post on TSX while $0.17 trades get posted on ATS. It is time to drain the SWAMP in CANADA too.
Less than 10% of trades on TSX as of the time of this post.
244,000 shares traded in total. Only 17,000 showing on TSX. Most buying is at $0.17 while TSX still shows $0.165.
What will the next 90 days bring?
Trump is the most transparent President/World Leader that the people EVER HAD. This is evidenced by his almost daily newscrums with the media. No other political leader current or past has been so available to the media as Donald Trump. Transparency should be this president's middle name.
With that said, my Crystal Ball says that he will consider doing what he can to change the opaque nature of the Uranium Market so that it becomes more transparent. What I don't know is what kind of pull he has towards making something like that actually happen.
One thing I do know, is that if anyone can raise this issue and make more people aware of how unfair the current opaque nature is to the Investment world, he would be the one to do it.
If this issue becomes evident during the next 90 days, then Uranium Utility Buyers just might want to start locking in now while the Opaqueness is still there for them to hide behind. It behooves me to know why this is so important to them. If I was a buyer I would secure as much as I could now on the SPOT market and once SPOT supply dwindles, I would then lock in my Long Term Contracts. Who will be the first? I think now that the quotas are out it will be the American Utilities. They seem to be the most concerned over the cost of Uranium even though the prices are still so low. Why would they wait if they were so truly concerned about rising cost due to quotas. Rising costs are rising costs and if they are so concerned they should be buying up the SPOT MARKET NOW. Makes sense? To me it is as clear as the image that I am getting from my Crystal Ball.
I have a limited audience. But how long can it be before some Uranium Analyst picks on this thesis? And how long after that before that analyst's report makes it to Twitter for everyone to contemplate.
Live Long and Prosper
Preaching to the converted.
It occurs to me from time to time that I and other Uranium Bulls are posting to the converted. Today, just a couple of days after the 232 decission, I notice that @quakes99 followers and following have now both crossed the 10,000 threshold.
I don't know what the difference is between the Followers and Following stats but those numbers have risen substantially to NEWLY interested parties. My analogy to a home seller getting more visitors which results in a higher selling price is a very serious analogy.
In realizing that I also woke up to the fact that I have not been posting much analysis lately. I post links which are great and ofter located on Twitter. But since this is the UEX board I should probably revist UEX and see why I invested in UEX in the first place. So, in the hopes that some of the newcomers to the Twitter World find their way over to this board I will try to find some UEX facts that are worth repeating or drawing attention to.
Here is one that many people simply still do not know about but should.
Go to the UEX website. Locate the CEO Corner and locate the UEX Mid-2019 presentation. Scroll to the 31:00 minute mark and listed carefully to the Hidden Bay presentation component up to the 32:20 minute mark. The audio fades in and out so you may have to listen more than once.
The Hidden Bay area has been Hidden for a Long Time and it would not take too much to drill one or two holes into the basement. Now I know that looking for Uranium is like looking for a needle in a haystack (drillers could miss a find by mere inches and not realize it) but the potential here is enormous and poking a couple of widely spaced holes maybe with a couple of wedges if required is certainly what an EXPLORATION company should be doing. I urge newcomers to this board and existing investors alike to tune into the 31:00 minute mark and play it back and forth between 31:00 and 32:20 as often as it takes to hear what Roger has to say. Unfortunately the audio sucks.
Best spelling lesson by Next Big Rush
Best Spelling Lesson by Next Big Rush
I found this exchange on @alibongo888 Twitter feed. I love the spelling lesson. Great Tweet.
Cobalt is up again.
LME COBALT CLICK HERE
The show does not go on without power.
No Power - No Show
Futures show $1.50 Price Increase over 2 days
Futures from Barchart
I hope the SPOT price falls.
That way maybe the Uranium Minining share prices would increase.
Numerco is showing yet another $1.00 increase in spot price and the Uranium miners and HURA ETF are mostly lower. Barchart will likely show an increase today in the range of $1.50 to $2.00.
What a $$%& up market this is.
LIVE LONG AND PROSPER
...as long as the wait does not kill you. :o)
I get pop up ads for Cannabis stocks every day. BNN talks about Cannabis every day. While investors keep pouring money into Cannabis, Electric Utility providers are going to run out of fuel to provide Nuclear electricity for the grow ops to operate in.
So when the lights and computers go out, people will be too stoned to notice that they can't sell their Cannabis shares to take profit.
Spot is UP again.
Why wouldn't it be?
Uranium stocks are down again. Why wouldn't they be? Oh wait!
Live Long and Prosper
Unfortunately, the HURA ETF bid and ask was jsut a pre-market bid head fake.
HURA Uranium ETF morning BID $11.00 ASK $14.88
That is the highest bid ever for this ETF.
I wonder what Cameco will do with the millions they get back from the Govt?
What a difficult 'SPOT' to be in.
From a quakes99 retweet of Marcello Lopes
From quaked99 Twitter Feed New Construction coming soon?
232 decission is in.
qaukes99
Form a previous post. What my Crystal Ball told me the other day.
1.) He will not apply tarrifs. (Check)
2.) He will give serious consideration to quotas but hold back on them for the time being. (Check)
3.) He will announce the cancellation of Uranium plant closures and refurbish them instead. He may even announce the construction of new ones. (Check on the refurbishing. TBD on the new ones)
4.) He will increase the US enrichment capabilites. (TBD - This will happen.)
I'm glad I did not bet on US stocks getting hurt. Those poor buggers that sold on those Aussie reports. Monday will be recovery day for US Uranium Companies right from the opening.
Over 1.4 million UEX shared traded hands today and from what I could see the shares ended up in strong hands.
Spot is up $1.00 now per numerco twitter feed.