Another winner. I heard it before. Now making time to listen again and making notes. Popular channels with a million subscribers and 500,000 views are not even 2% of this. THANK YOU.
Long term contacting has begun but we need to know when replacement contracting for new supply starts. These long term contracts are mostly for existing commitments , no??
Jesse, I watch your videos all the time. At this point , WE NEED ANOTHER PERSPECTIVE!! You seem to be able to get the interviews with people in the uranium industry. Can you please get a interview with a CURRENT fuel buyer or utility? We need to know what is their perspective on buying with either LT contract or in the spot market. There is something that we are missing. WHY IN THE HELL ISNT THIS SPOT MOVING UP!?!?
I understand the sentiment and the need to get a different perspective. I don't know of anyone from a utility or a fuel buying at the moment but hopefully at some point I can make that happen.
I dont get it. I keep hearing positive fundamentals for uranium day after day yet the uranium stocks keep going down day after day. Obviously fundamentals mean Jack
Well we are in a terrible bear market in the broader markets at the moment, it's inevitable that this will pull uranium stocks down with it. Uranium is still completely unknown as an investment to most people, this is early innings imo.
I remember an investor in Ivanhoe Mines. The old one, copper and gold in Mongolia. As I was getting in he was getting out. He'd put up with 9 years of back and forth between Mongolia and Ivanhoe. He was even, he'd had enough, he wished us all luck, he didn't care. And then Ivanhoe went up and got bought by Rio Tinto. Kind of, it's now Turquoise Hill, and Rio wants to buy what it doesn't already have. I feel the same way about uranium. Now's the time to stick with uranium. Even though it's been an awful place to invest (before 2016). There may be some more pain. The explorers may dilute more. So I think I'll be in production and near term production. And leave the big gains to the gamblers.
I very much have the same approach with uranium, I generally look for current or future production that isn't too far off and I stay away from explorers completely.
Yahshua - you know Him as Jesus - was born to a virgin, turned water to wine, taught, healed the sick, raised the dead, casted out demons, walked on water, calmed the storm, and fed a crowd of thousands with a few fish and a few loaves of bread on two separate occasions, among many other things. He was killed on the cross as payment for the sins of all mankind, three days later He rose from the dead. Forty days later He ascended into heaven where He sits at the right hand of the Father. He is returning very soon, but before He does, Satan, the devil, is coming to pretend to be Jesus/God (2 Thessalonians 2:1-4). Satan is an angel, and he will have certain supernatural powers with which to try to fool everyone. He will, for example, be able to make fire come down from heaven in the sight of men. He will only be on earth a short time before the real King of Kings, Jesus Christ, God in the flesh, returns. When the real Jesus comes we will all be transformed into our spiritual bodies at the same moment. Jesus came in the flesh to offer forgiveness of sins and eternal life to anyone who believes and calls on His precious name! if thou shalt confess with thy mouth the Lord Jesus, and shalt believe in thine heart that God hath raised him from the dead, thou shalt be saved. - Romans 10:9 Now when Jesus was in Bethany, in the house of Simon the leper, There came unto him a woman having an alabaster box of very precious ointment, and poured it on his head, as he sat at meat. But when his disciples saw it, they had indignation, saying, To what purpose is this waste? For this ointment might have been sold for much, and given to the poor. When Jesus understood it, he said unto them, Why trouble ye the woman? for she hath wrought a good work upon me. For ye have the poor always with you; but me ye have not always. For in that she hath poured this ointment on my body, she did it for my burial. Verily I say unto you, Wheresoever this gospel shall be preached in the whole world, there shall also this, that this woman hath done, be told for a memorial of her. - Matthew 26:6-13 Seek ye the LORD while he may be found, call ye upon him while he is near: Let the wicked forsake his way, and the unrighteous man his thoughts: and let him return unto the LORD, and he will have mercy upon him; and to our God, for he will abundantly pardon....,, To anoint your self, the sick, or a building for spiritual protection: Get a small bottle of olive oil and pour off a small amount into a smaller vessel like a vial or baby food jar. Use the rest of the bottle for cooking. Ask the Lord to bless your vial of oil in Jesus name. Anoint yourself with the oil by placing a dab of oil on tip of finger and touch it to your forehead, and ask the Lord to bless you/heal you. To anoint your home or other building: place a dab of oil on your finger and anoint the door posts and order all negativity and evil out of the house, and order that nothing negative or evil can enter into your home including piggybacking on a person entering, order it to be so in the name of Jesus. Anoint all potential entrances to your home. To anoint the sick: place oil on tip of finger and touch it to the head of the sick and say a prayer of healing over them in Jesus name. See James Chapter 5:14-15............,,
And then the Lord looked upon Uranium and said, "Behold my creation! The cleanest, most efficient and safest form of baseload energy! Now partake and prosper!"
China is filled up, stacked 10 yr u308 supply, for the coming 10 yrs !! They are rilly NOT pulling at the market for some years to come. France closed about half of its nuke centrals, does something with demand. Probably not upside... For a few years to come, uranium market sucks, no matter the bright fundamentals. Builders of nuke installations will be best to invest in coming years, imo. Lnc-lavalin, rolls royce, honeywell, mitsubishi those kind of names...
Another winner. I heard it before. Now making time to listen again and making notes. Popular channels with a million subscribers and 500,000 views are not even 2% of this. THANK YOU.
Thank you for watching and really appreciate the kind words!
Thanks!
Thanks so much for the donation!
Long term contacting has begun but we need to know when replacement contracting for new supply starts. These long term contracts are mostly for existing commitments , no??
Jesse, I watch your videos all the time. At this point , WE NEED ANOTHER PERSPECTIVE!! You seem to be able to get the interviews with people in the uranium industry. Can you please get a interview with a CURRENT fuel buyer or utility? We need to know what is their perspective on buying with either LT contract or in the spot market. There is something that we are missing. WHY IN THE HELL ISNT THIS SPOT MOVING UP!?!?
Spot on !!!!
I understand the sentiment and the need to get a different perspective. I don't know of anyone from a utility or a fuel buying at the moment but hopefully at some point I can make that happen.
Listen to Warren Irwin for a different perspective on uranium: ua-cam.com/video/Aza0m-1Iw0Y/v-deo.html
I dont get it. I keep hearing positive fundamentals for uranium day after day yet the uranium stocks keep going down day after day. Obviously fundamentals mean Jack
Well we are in a terrible bear market in the broader markets at the moment, it's inevitable that this will pull uranium stocks down with it. Uranium is still completely unknown as an investment to most people, this is early innings imo.
I remember an investor in Ivanhoe Mines. The old one, copper and gold in Mongolia. As I was getting in he was getting out. He'd put up with 9 years of back and forth between Mongolia and Ivanhoe. He was even, he'd had enough, he wished us all luck, he didn't care. And then Ivanhoe went up and got bought by Rio Tinto. Kind of, it's now Turquoise Hill, and Rio wants to buy what it doesn't already have. I feel the same way about uranium. Now's the time to stick with uranium. Even though it's been an awful place to invest (before 2016). There may be some more pain. The explorers may dilute more. So I think I'll be in production and near term production. And leave the big gains to the gamblers.
I very much have the same approach with uranium, I generally look for current or future production that isn't too far off and I stay away from explorers completely.
I don’t know what is more exciting… watching the Uranium Spot price or tumbleweed blowing across the desert
Tough call there haha.
I am partial to watching paint dry --I'm an adrenaline junkie, you see.
Yahshua - you know Him as Jesus - was born to a virgin, turned water to wine, taught, healed the sick, raised the dead, casted out demons, walked on water, calmed the storm, and fed a crowd of thousands with a few fish and a few loaves of bread on two separate occasions, among many other things. He was killed on the cross as payment for the sins of all mankind, three days later He rose from the dead. Forty days later He ascended into heaven where He sits at the right hand of the Father. He is returning very soon, but before He does, Satan, the devil, is coming to pretend to be Jesus/God (2 Thessalonians 2:1-4). Satan is an angel, and he will have certain supernatural powers with which to try to fool everyone. He will, for example, be able to make fire come down from heaven in the sight of men. He will only be on earth a short time before the real King of Kings, Jesus Christ, God in the flesh, returns. When the real Jesus comes we will all be transformed into our spiritual bodies at the same moment. Jesus came in the flesh to offer forgiveness of sins and eternal life to anyone who believes and calls on His precious name!
if thou shalt confess with thy mouth the Lord Jesus, and shalt believe in thine heart that God hath raised him from the dead, thou shalt be saved. - Romans 10:9
Now when Jesus was in Bethany, in the house of Simon the leper, There came unto him a woman having an alabaster box of very precious ointment, and poured it on his head, as he sat at meat. But when his disciples saw it, they had indignation, saying, To what purpose is this waste? For this ointment might have been sold for much, and given to the poor. When Jesus understood it, he said unto them, Why trouble ye the woman? for she hath wrought a good work upon me. For ye have the poor always with you; but me ye have not always. For in that she hath poured this ointment on my body, she did it for my burial. Verily I say unto you, Wheresoever this gospel shall be preached in the whole world, there shall also this, that this woman hath done, be told for a memorial of her. - Matthew 26:6-13
Seek ye the LORD while he may be found, call ye upon him while he is near: Let the wicked forsake his way, and the unrighteous man his thoughts: and let him return unto the LORD, and he will have mercy upon him; and to our God, for he will abundantly pardon....,,
To anoint your self, the sick, or a building for spiritual protection:
Get a small bottle of olive oil and pour off a small amount into a smaller vessel like a vial or baby food jar. Use the rest of the bottle for cooking. Ask the Lord to bless your vial of oil in Jesus name. Anoint yourself with the oil by placing a dab of oil on tip of finger and touch it to your forehead, and ask the Lord to bless you/heal you. To anoint your home or other building: place a dab of oil on your finger and anoint the door posts and order all negativity and evil out of the house, and order that nothing negative or evil can enter into your home including piggybacking on a person entering, order it to be so in the name of Jesus. Anoint all potential entrances to your home. To anoint the sick: place oil on tip of finger and touch it to the head of the sick and say a prayer of healing over them in Jesus name. See James Chapter 5:14-15............,,
And then the Lord looked upon Uranium and said, "Behold my creation! The cleanest, most efficient and safest form of baseload energy! Now partake and prosper!"
I have kazatomprom, Denison and cameco
Very solid choices, I also hold all 3 of those companies.
Like… now listening 😎
Interesting
👍
👍👍🇨🇦
China is filled up, stacked 10 yr u308 supply, for the coming 10 yrs !!
They are rilly NOT pulling at the market for some years to come. France closed about half of its nuke centrals, does something with demand. Probably not upside...
For a few years to come, uranium market sucks, no matter the bright fundamentals.
Builders of nuke installations will be best to invest in coming years, imo. Lnc-lavalin, rolls royce, honeywell, mitsubishi those kind of names...
Certainly an interesting take, we'll find out how things are going to play out over the next few years.