Replies to post #1182 on Mining Sector Ideas

[gfp927z]

Bigworld, While on the cloak + dagger topic, here's an interesting narrative to consider concerning Trump's potential multi-billion $ bonanza with Truth Social. The big question is why did the SEC finally decide to allow the DWAC merger to go through? They presumably could have blocked it indefinitely, but why the about face, and also why in March?

One theory would be that a deal was struck between Trump and the Deep State, essentially a bribe --> we'll let you take the $ if you agree to go away. They made it clear to him that they are going to fix the digital election anyway, so take the money and promise to stay out of the political realm forever. In preparation, they hit him with close to $500 mil in legal costs / judgements, so this makes accepting the 'bribe' the only practical way out.

Anyway, this would be one explanation for the SEC's surprising about face on allowing the DWAC merger. It also explains why they did it in March, since the 6 month lockup period will end in September, allowing Trump time to cash out prior to the election. After the election in Nov, the DJT shares will be worth zip, so Trump gets his payday even though he loses the election a few weeks later. So basically a financial bribe to end the Deep State's Trump problem.

Another possible explanation for the SEC's surprising approval of the DWAC merger would be political, since it creates the impression Trump is merely running for office again to cash in on the Truth Social bonanza. That realization hurts him politically as supporters see that Trump knows he has no chance of winning, but is merely using the presidential run to save his financial skin and line his pockets.

There are a few other possible explanations, but since the SEC could have stopped the DWAC merger indefinitely, there has to be a reason for their decision to allow it.



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[gfp927z]

Bigworld, >> Uranium stocks <<

In the nuclear sector, I went with URA and NLR to provide a wide exposure. The sector has run up over the past year, so not the bargain that it was, but still interesting. BWXT seems well positioned, with both military and commercial businesses, but the stock has been on a tear so maybe on a pullback. Another interesting one is Centrus Energy (LEU), but hasn't done much so I must be missing something, but am still new to the sector -


>>> BWX Technologies, Inc. (BWXT), together with its subsidiaries, manufactures and sells nuclear components in the United States, Canada, and internationally. It operates through two segments, Government Operations and Commercial Operations. The Government Operations segment designs and manufactures naval nuclear components, reactors, and nuclear fuel; fabrication activities; and supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers. This segment also involved in manufacture of close-tolerance and equipment for nuclear applications; down blend government stockpiles of uranium; receives, stores, characterizes, dissolves, recovers, and purifies uranium-bearing materials; and supplies research reactor fuel elements for colleges, universities, and national laboratories, as well as components for defense applications. The Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, and reactor components; and other auxiliary equipment, including containers for the storage of nuclear fuel and other high-level nuclear waste. This segment also offers nuclear fuel, fuel handling systems, tooling delivery systems, nuclear grade materials, and precisely machined components, and related services for CANDU nuclear power plants; provides in-plant inspection, maintenance, and modification services, as well as non-destructive examination and tooling/repair solutions; and manufactures medical radioisotopes, radiopharmaceuticals, and medical devices. The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015. BWX Technologies, Inc. was founded in 1867 and is headquartered in Lynchburg, Virginia. <<<


>>> Centrus Energy Corp. (LEU) supplies nuclear fuel components and services for the nuclear power industry in the United States, Belgium, Japan, and internationally. The company operates through two segments, Low-Enriched Uranium (LEU) and Technical Solutions. The LEU segment sells separative work units (SWU) components of LEU; natural uranium hexafluoride, uranium concentrates, and uranium conversion; and enriched uranium products to utilities that operate nuclear power plants. The Technical Solutions segment offers technical, manufacturing, engineering, and operations services to public and private sector customers. The company was formerly known as USEC Inc. and changed its name to Centrus Energy Corp. in September 2014. Centrus Energy Corp. was incorporated in 1998 and is headquartered in Bethesda, Maryland. <<<



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[gfp927z]

Schumer and Pelosi are finally right about something -


>>> Chuck Schumer calls for new elections in Israel, breaking with Benjamin Netanyahu <<<


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174079952



>>> Pelosi joins call for Biden to stop transfer of US weapons to Israel <<<


https://www.msn.com/en-us/news/world/pelosi-joins-call-for-biden-to-stop-transfer-of-us-weapons-to-israel/ar-BB1l9tVZ?OCID=ansmsnnews11




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