JFL if you're not in uranium miners.
My investment in DML has doubled and most others are up like 50-70%.
There's a plethora of articles on zerohedge going back a few months explaining all this, it's only just getting started.
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09-15-2021, 11:06 AM #31
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09-15-2021, 11:39 AM #32
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09-15-2021, 12:41 PM #33
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09-20-2021, 11:36 PM #34
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09-21-2021, 05:46 AM #35
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09-21-2021, 06:07 AM #36
- Join Date: Jul 2012
- Location: Kansas City, Missouri, United States
- Age: 30
- Posts: 9,332
- Rep Power: 83707
Hydrogen has good potential I think. Once CO2 regulations come in place, a lot of gas-fired power plants will either have to retire or be converted to run on hydrogen. A future of wind + solar for baseload energy and batteries/hydrogen-fired plants for peaking purposes is more likely than nuclear IMO. The most difficult part of hydrogen is the pipeline infrastructure required and creating a reliable supply and delivery network (thankfully, existing natural gas pipelines can be upgraded to flow hydrogen instead, it just requires upsizing certain parts, so existing infrastructure can be repurposed)
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09-27-2021, 08:37 PM #37
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10-12-2021, 12:52 PM #38
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10-12-2021, 01:08 PM #39
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10-12-2021, 01:25 PM #40
Seems like the safest way to play higher oil prices.
Politics and ESG will put the blame on oil producers and carbon taxes will eat away at the profit margins.
Nuclear energy is the only option to accomplish net zero.
Minimum of 60$/lb just to meet current demand. Now imagine if that demand doubles or triples.
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10-12-2021, 02:21 PM #41
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10-12-2021, 02:46 PM #42
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10-12-2021, 04:23 PM #43
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10-12-2021, 04:32 PM #44
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10-18-2021, 08:13 AM #45
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10-18-2021, 08:21 AM #46
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10-18-2021, 12:08 PM #47
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10-18-2021, 12:30 PM #48
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10-18-2021, 12:47 PM #49
Uranium is the most hyper-reflexive trade I've ever seen.
1. Uranium price goes up
2. Speculators and degenerates start buying
3. Flows go into ETF which feed into U.UN
4. Sprott buys more physical uranium
5. Go back to Step 1
Now add to that years of supply destruction and negative sentiment.
PLUS, the unfolding energy crisis due to idiotic policy mistakes. Politicians have one way out and that's turning to nuclear power to meet their net zero goals.
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10-19-2021, 04:56 AM #50
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