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#	AUTHOR DATE SUBJECT
41	member 8/18/23 9:29AM Supply/Demand Balances
I have been going over supply/demand balances with some industry players. I really think that Wall St. is off the mark here. Look at most analyst reports. They're somewhere in the 185-190m range of demand for... login to read the rest 5 view available tags
40	member 8/18/23 9:04AM Re: Re: Re: Re: Largo Physical Vanadium 39
Utilities have historically kept 3-5 years of inventories. Governments have also kept inventories. Today, most utilities are down into the low 2's and governments have been net sellers for decades. You cannot run a utility with less... login to read the rest view available tags
39	member 8/18/23 7:48AM Re: Re: Re: Largo Physical Vanadium 38
Hi, I’ve been reading pieces of documents from different agencies in Europe. It seems there is a mix of national strategic/ mandatory uranium reserves and reserves that the utilities keep, bur all together they have view available tags
38	member 8/17/23 11:00PM Re: Re: Largo Physical Vanadium 35
Sorry just saw this. Why do you think there won’t be an “insanity squeeze”? That is the whole point. The batteries are just the cherry on top. They don’t even matter, I just thought it... login to read the rest view available tags
34	member 8/08/23 9:04AM Largo Physical Vanadium
If anyone active on this thread has an interest, I wrote up Largo Physical Vanadium which seems like a carbon copy of SPUT but in a much smaller metal. I'd welcome any comments or critiques view available tags
32	member 5/31/23 1:44PM Re: Update 31
I forgot to mention that this bill just passed out of a sub-committee. https://www.ans.org/news/article-5054/house-committee-approves-bill-to-ban-russian-uranium-imports/ It's worth considering that the US Government may be stupid enough to actually ban Russian enriched material, which would only accelerate the crisis view available tags
31	member 5/31/23 12:40PM Update
This isn't my thread, but am long a boat-load of units, and it's my largest position. Now that the thread went sort of dead, I thought it would be helpful to give an update as... login to read the rest 2 view available tags
30	member 5/31/22 1:18PM Re: Sprott management : Disgraceful behaviour 29
I have nothing to add except the obvious: if Sprott were to buy back units they would decrease their AUM and fees. Taking a quick look at their Physical Gold and Silver Trust CEF you can... login to read the rest 2 view available tags
27	member 10/18/21 6:07PM Re: Re: Re: Re: Re: update 26
https://www.bloomberg.com/news/articles/2021-10-18/no-1-uranium-miner-backs-physical-fund-in-nod-to-robust-demand?sref=W9lrzXyM 1 view available tags
22	member 9/14/21 2:15PM Re: update 21
Thanks for the update Azia. I was trying to put the Sprott ATM into context vs. the size of the Uranium market. Using the numbers in your report every $1B ATM equals about 15% of annual... login to read the rest view available tags
16	member 9/13/21 4:47PM Re: Re: Re: market manipulation- serious question 13
It's even easier than that to arrive at your conclusion. Ex elec trader here Electricity prices are not set (except for extraordinary times of week) by the marginal cost price of nuclear generation. The total marginal... login to read the rest 1 view available tags
15	member 9/13/21 9:07AM Re: Re: Re: market manipulation- serious question 13
it's not just the price, it's the availability. i remember when palladium went crazy a few years ago (partly due to the ETF accumulating volumes), at least the auto companies could buy the ETF and... login to read the rest view available tags
14	member 9/11/21 8:58AM Re: Re: Re: market manipulation- serious question 13
Good points on both sides. NJ, Conn, Ill, SC all get 50% of their power from nuclear. I don't think they care about the averages, and if they felt they were being highjacked by evil... login to read the rest 4 view available tags
11	member 9/10/21 1:58PM market manipulation- serious question
Kuppy, given that you have been discussing the uranium trade since mid-august on your discord channel, which is about the time it started levitating, and that the basic premise of the trade is to abet... login to read the rest 3 view available tags
10	member 9/10/21 1:42PM Re: Re: Re: Re: Uranium / another take 9
Japan doesn't have that much to sell. The most likely PM candidate just came out in favor of restarting the closed reactors as LNG prices are starting to hurt. Additionally, most of the Japanese uranium... login to read the rest view available tags
9	member 9/10/21 1:08PM Re: Re: Re: Uranium / another take 7
The technical arguments remind me a lot of GME. The structural bull case is certainly a lot better than GME too. The real question for me... who can step in to screw this up and... login to read the rest view available tags
6	member 9/10/21 11:18AM Re: Uranium / another take 5
Mojoris-- Uranium is 100% a trade which is why I didn't post on it here. Uranium is amazingly plentiful and ISL takes about 3-4 years from start to finish to start producing. Any supply shortage will... login to read the rest 7 view available tags
4	member 9/10/21 8:52AM Re: latent supply 3
Ignore the juniors. Outside of KAP, ignore the producers. They already price in crazy prices that are unsustainable. SPUT is the asset to focus on. KAP has publicly said they will not increase production in 2022... login to read the rest 2 view available tags
3	member 9/10/21 4:12AM latent supply
I can see the logic of a short-term Sprott Uranium squeeze and the longer-term supply-demand imbalance (especially toward the latter half of the 2020s and into the 2030s), but are you worried about the path during... login to read the rest 3 view available tags

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			2024	2025
Price:	183.80	EPS	$2.56	$3.38
Shares Out. (in M):	3,484	P/E	72	54
Market Cap (in $M):	640,400	P/FCF	0	0
Net Debt (in $M):	-21	EBIT	0	0
TEV (in $M):	618	TEV/EBIT	0	0

Description

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Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

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