The “Uranium Play”: Value Bull’s Eye Speculation

How do I plan to play the next Uranium bump back to production cost and the correlated panic in order to minimize my risk while reaching 400% avg. gains with one 10,000% gain. 200% could be an industry wide move if the price of the commodity moves back up to $60 long term. $42 Spot (Typical premium is $12)

Why? Timing – I believe the psychology of Uranium is driving this dip much deeper than the numbers would get to naturally. This delay means fewer companies survive and just burn cash from people until they must fire people and demand higher prices and fewer mines are able to be turned back on.

Nuclear is unloved, feared, misunderstood and 100 % necessary to the world energy mix. The longer it takes the world to realize the farther we will be toward massive ground use for solar (not to mention waste) and intermittent wind farms all over the natural world.

The numbers are real 300 million pounds needed only 100 million being produced. At some point the massive stockpile will go away and the energy fuel will be at a premium to production costs with the expectation mines will take higher incentive prices to mine.

Politics –

2 thoughts on “The “Uranium Play”: Value Bull’s Eye Speculation

  1. Tonyp

    Im all in!! Section 232 is huge this year . If there’s a premium on USA uranium then i can not see how these juniors do not go up 10x .. WSTRF , ANLDF. And encore are my biggest positions …

    Reply
    1. Veritas24 Post author

      Hey Tonyp,

      Agreed on thesis! 6 Weeks! Aluminum was approved in 9 days…. Could be quite a run but if not get ready to feel some pain.

      Love the risk profile you are taking to expect those returns. I can’t see any market cap over $100M being able to get to 10x returns. I can’t bring myself to buy Encore. Why do you like it? Good Management, Bad projects. Bad state.

      Reply

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