HoldCo. Markets
@HoldcoMarkets
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HoldCo. Markets is a private family office investment firm investing mainly in public equities: Uranium, mining, energy, infrastructure & emerging markets(CEE).
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Joined February 2022
MS remains positive on the #uranium story over the course of 2025. Note: 👉 Q4/2024 contracting was at the highest level over the last 6 quarters. 👉Production ramps remain a challenge at various juniors $PEN $PDN 👉Niger's only operating U mine was placed on C&M in October.
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Spot #uranium lags in January despite drama at Inkai 🇰🇿 and more corporate 🇺🇸 🇳🇦 production forecasts getting cut. The month in U Inventory: $SPUT, $YCA **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
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Spot #uranium lags in January despite drama at Inkai 🇰🇿and more corporate 🇺🇸 🇳🇦 production forecasts getting slashed. The month in U Inventory: $SPUT, $YCA **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
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@RealJimChanos Jim you’ve been short for years. What’s your thesis? $TSLA is simply a car company??
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The 2025 Data Center Power Report was recently released by @Bloom_Energy Among other projections is that the 🇺🇸 will add 55 GW of data center IT capacity over the next five years, outpacing the current capacity of 25 GW. #nuclear #uranium
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Yes, given @AtomicCorp's recent geopolitical volatility 🇫🇷🇳🇪🇷🇺 (then 🇺🇸 financing volatility) an equity raise was expected. With $GLO shares now ~20% below unit price, the mkt is telling you: 👉Magnitude of raise much larger than expected 👉Future financing still in question
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Most importantly is enrichment +240% over 3 yrs, now at $190/SWU. For context on a global basis: 👉World enrichment requirement (ex-🇷🇺) is ~48M SWU/yr. 👉Total world enrichment capacity (ex-🇷🇺) is ~33M SWU/yr (this includes 🇨🇳🇫🇷 & Urenco) 👉= Potential supply gap of 15M SWU/yr if 🇷🇺 supply is removed from the global mkt. 👉👉 for even more context 💡 --> 15M SWU is equivalent to the entire annual enrichment requirement of the 🇺🇸 #nuclear #uranium
New data provided by @UraniumMarkets for the price of UF6, Conversion & SWU 👇 #uranium spot bid $73.00 and ask at $74.00
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Macquarie finally getting in on the @DeepYellowLtd coverage. As announced last month, the FID on Tumas 🇳🇦 has been pushed to ~March 2025. Outperform rating with a A$2.00 per share tgt. #uranium
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De-risking @PremierAUranium 's Cebolleta #uranium project 🇺🇸 continues in 2025: 👉Additional drilling on site 👉Updated MRE 👉PEA targeted for mid-2025 **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
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De-risking @PremierAUranium 's Cebolleta #uranium project 🇺🇸 continues in 2025: 👉Additional drilling on site 👉Updated MRE 👉PEA targeted for mid-2025 **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
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@TDG_13 A lot will be ramp-up contingent but $45M allows for a nice cushion. Debt certainly possible
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6/6: Recall that Lance is huge and the Phase 2 plant expansion to 5,000 gpm flow can lead to annual production of 2.0M lbs. 👉Lance has an exploration target of 104M-163M lbs. (currently 58M lbs booked – jorc). 👉$45M of cash in treasury (or ~1/3 of mcap ) #uranium
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