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From: ItsAllCyclical9/4/2024 12:18:48 AM
   of 28407
 
LOT now at the lows, down 10% for the day. If it finishes here or lower I'm convinced we still have dumb money to flush and/or shorts that are piling on. Either way I'm fine taking the other side of these folks. 90% of investors just rely on price for whether the news is good or bad. Most will be too lazy to listen to the CC and think it through. Eventually the analyst will raise target prices, but they'll get their clients in first.

These offtake agreement (w/prepay) really are a win/win. The alternative is that you "hope" that you can get some supply?

Only 2 hrs left. Looks like a close on the lows in Aussie land is likely and a further washout tomorrow to test the Japan crash levels maybe tomorrow if some of this doesn't reverse. Will be watching to see if CCJ at least shows some leadership tomorrow or if the physical funds can diverge more.

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From: A. Wiseacre9/4/2024 2:09:32 PM
   of 28407
 
Orano to build massive new U.S. uranium enrichment plant.

x.com

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To: A. Wiseacre who wrote (27898)9/4/2024 3:18:14 PM
From: sixty2nds
   of 28407
 
Justin H.

youtube.com

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From: The Barracuda™9/5/2024 10:35:10 AM
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Lotus


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From: The Barracuda™9/5/2024 10:39:16 AM
1 Recommendation   of 28407
 
Lotus


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From: The Barracuda™9/5/2024 12:51:02 PM
   of 28407
 
Ha, anyone who's ever been in a band has had this happen. I had a pocket full of keys thrown.


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From: The Barracuda™9/5/2024 2:40:14 PM
   of 28407
 
Deep Yellow

share.transistor.fm

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From: The Barracuda™9/6/2024 9:40:15 AM
1 Recommendation   of 28407
 
Someone new

serayainvestment.substack.com

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From: The Barracuda™9/6/2024 9:49:26 AM
2 Recommendations   of 28407
 
uranium markets


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To: The Barracuda™ who wrote (27904)9/6/2024 11:40:24 AM
From: sixty2nds
1 Recommendation   of 28407
 
Mike Allkin on Macro Voices.

The interview is very good.
It is by a retired Hedge Fund Trader.
Cheers,
60

youtube.com

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