Antonio A.
@antonioresource
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aspiring simple kind of man, aspiring grill master, aspiring mining lottery winner
Cope Town
Joined March 2018
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Pinned Tweet
Tom Luongo
@TFL1728
joined me for some Real Money Talks this week, and we ended up talking about gold-backed bonds, BRICS, Layoffs, and Germany's mistakes.
How did that happen? Well, you kind of had to be there.
Watch it ->
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Sincerely, I have no idea what Germany is doing.
Closing down nuclear power plants, blocking Nord Stream 2, wanting to step out of coal...
What's the plan, and what's the purpose?
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By holding these 3 uranium platelets, the person is holding the energy equivalent of roughly 500 barrels of oil, 3 tonnes of coal, and 50,000 cubic feet of natural gas.
This is what nuclear fuel looks like.
10 uranium pellets can power the average US household for a year.
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Germany spent over 200 billion euros on renewable energy projects in the last decade.
Their dependency on oil barely dropped.
Their dependency on gas went up.
Their dependency on coal is still very significant, and is now rising while wind power generation is dropping.
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Nuclear is more efficient than other energy sources, especially the ones deceptively labelled as "renewable".
Wind energy, which only works 34.6% of the time, uses 360 times more land than nuclear.
Solar which, only works 24.6% of the time, uses 75 times more land than nuclear.
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Rick Rule:
"The fact that uranium equities are falling is of benefit to me. Given that I think they will become more valuable, I would like to see them being less expensive so that I can continue loading up".
I'll have the full interview out ASAP on
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when I realize I could've just bought $CCJ and chill but instead I overengineered my portfolio with 17 moosepastures and I'm still down since I started so now I don't know what to do anymore
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I'm in uranium not because it's easy.
I'm in it because I thought it would be easy.
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Rick Rule explains why Japan ramping up nuclear restarts matters that much for uranium and uranium stocks, on May 9, 2022.
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"The uranium fundamentals keep getting better, and better ... aand better",
@RealRickRule
told me in a recent conversation about the valuations across the uranium market.
Full interview:
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The uranium price is up roughly $10 over the last month.
Why?
It’s not only the growing demand. It’s mostly the supply. Well, the lack thereof, really.
The main producers are sold out of uranium for the next couple of years, but that's not it.
Uranium Insider explains.
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Uranium closed 21.5% in the green this month.
This was the best month for the spot price ever.
EVERRR!
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"THE BIG POLL":
64% of Belgians wants to keep nuclear power plants operating beyond 2035.
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Rick Rule's way of saying "Beware! Uranium juniors are overpriced because retail doesn't know what they're doing".
He says some stocks are reasonably priced only for the people willing to bet uranium is going to $80, and can afford to wait 3 years.
That bet is not for everyone.
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5 takeaways (out of the 63 million) from my 1.5h conversation with Bram Vanderelst, physical uranium trader and head of uranium at Curzon Uranium.
A thread.
#1
: Utilities are no longer the prettiest girl in the room.
They no longer have the upper hand, uranium producers do.
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"...you do what's easiest; If there's no buyers - so it's easy to buy the stock - you buy some. If there's no sellers - so it's easy to sell the stock - you sell some. Whatever the market makes easy for you to do - you do".
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Nuclear is the most efficient form of energy based on EROI.
The money & energy that is wasted on solar, wind and other ideological ("renewable") dreams should be going into the innovation of nuclear, which will improve efficiencies for nuclear and make the case even stronger.
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Most people I've been following in the last few months have been wrong on almost everything from inflation & interest rates to the prices of precious metals. This makes me doubt everything. Is it even possible to be right?
Who are you listening to who hasn't been wrong much?
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10X uranium stocks, hated gold stocks, upcoming royalty stocks, copper stocks in Chile, rampant marketing expenses, exploration red flags, and even life lessons;
this 3,976-second pod with
@QueensRdCapital
had it all.
Watch it, I dare you:
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Ukraine just asked the US to sanction Russian uranium.
Although no decision has been made yet, Ukraine wants it ASAP as "Rosatom takes part in the aggression against Ukraine and covers up nuclear terrorism", they reported.
Got uranium?
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Rick Rule just told me what his highest-ranked
#uranium
stocks are.
He demoted all uranium stocks with the exception of these 4 because most of the stocks he used to like already doubled or tripled.
Which stocks would you rank higher?
Full interview ->
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THE most important interview I've done with Lobo Tiggre, by a landslide.
No $500 uranium claims. No $10,000 gold claims. No $300 silver claims.
96.6 minutes of pure education derived from years of making money & mistakes.
Thank you,
@duediligenceguy
.
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When will
#uranium
peak?
@uraniuminsider
told me it could be driven by:
a) overfeeding -> underfeeding
b) new supply coming online
All of the above is years away even at $100/lb.
Uranium Stocks, Exiting Strategies, Bear Cases -
an 87.5-minute pod:
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Mike Alkin and I spent nearly 2.5 hours talking about anything & everything
#uranium
.
From shorting uranium, to red flags when picking uranium stocks, LTM pricing, spot, contracting, Kazatomprom and MUCH MORE!
Watch it ->
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I asked Rick Rule what he thinks about nearly 100% of my liquid net worth being invested in sub-$20M junior explorecos.
His response might shock you.
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if this is not bullish uranium, I don't know what is
Caught recently in the waters surrounding the Fukushima nuclear power plant.
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"Uranium is the closest thing to a sure thing in the markets today",
@duediligenceguy
told me in our conversation yesterday.
Lobo explains the whole uranium thesis in this one-minute clip. If you know this, you know enough.
Full conversation (free):
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Short lesson:
Rick Rule got $PDN at $0.10, rode it to $0.01 and then to $10.
1K would've gone to $100 first, then to 100K.
10K would've gone to 1K first, then to 1M.
100K would've put you among the wealthiest people on earth, but not without testing your conviction.
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Just spoke to Rick Rule, who reminded me to build my life around probabilities, not possibilities.
Sure, there are many uranium juniors that have a patch of green grass and can go up 10X *possibly* but the probability for something like $DNN to outperform appear higher to me.
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Uranium, oil, coal, natural gas, gold, copper, and more.
Lyn Alden helped me understand why money is broken and how that affects the commodity complex in this pod:
This is a thread of the main takeaways.
1️⃣
#Uranium
:
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The
#uranium
incentive price is often quoted at $75/lb.
But is that enough to spur production?
Do we have the regulatory framework, financing, materials, labor, knowledge, and skill to make it happen on time & on budget?
Pounds won't fall from the sky, says
@uraniuminsider
.
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I am not a billionaire yet, and I blame
@uraniuminsider
.
Justin joined me in this week's newsletter to explain himself and why uranium isn't $500 yet.
Oh well, at least it kept above $50, so I get to keep one of my kidneys.
Link (free):
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The uranium spot price has gone up for 9 weeks straight.
When is this bull market starting?
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Best part of my
@trader_ferg
chat was when he told me to;
"Leave the game early. Miss some of the fun. That's the only way you get home safely. Everyone thinks they can watch the whole game and leave. That's not how the markets work".
Full pod:
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I don't like bragging but know
@SilverChartist
would never do it himself, so I'll do it for him.
He called this bounce back in uranium pretty accurately in our last conversation from last week (or so).
The setup on a lot of these U stocks looks promising, bouncing off support
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A treat for uranium folks.
$106 uranium, China-Kazakhstan issues, HALEU Shortages, $CCJ's near-term future, new technologies, cheap junior stocks, and so much more.
5,457 seconds with Ben Finegold, associate at
@oceanwall2
:
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John was right - I was wrong to assume the opposite.
Just spoke to
@Sprott
CEO John Ciampaglia about SPUT, how it works, and where it's going.
Interview:
@antonioatanasv
The premise of your statement is completely false.✖️ The Trust is not permitted to sell its assets. There are only 2 ways for the assets to enter the market.. the unitholders vote to dissolve the trust & dispose of the assets, or a major entity acquires SPUT & sells the assets.
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Russia's gold reserves per capita: $739.50
China's gold reserves p.c: $64.86
Russia debt/gdp: 18.4%
China debt/gdp: 270.1%
I asked
@FGMR
why he thinks Russia is stacking gold and selling USD, he told me they're getting ready for a monetary switch!
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"The fact that Germany is still resisting resuscitating their nuclear power plants tells you that the energy arrogance & ignorance is still very high, so the amount of suffering that needs to be dealt out to the citizenry is also high",
@DoombergT
told me in a recent interview.
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When I tell someone I've been in uranium stocks since 2018 because the fundamentals get better but haven't made any money yet.
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@cameconews
gave my interview the green light.
It's now on YouTube.
"This is a very tight [uranium] market".
"Primary supply is not poised to respond to improving prices. The secondary supply is not available the way it was. It's increasingly harder to source uranium".
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Ignore all uranium content.
Unfollow every uranium account on here.
Unsubscribe from every YouTube channel posting uranium-related videos.
Stop reading all the WNA reports and all the Cameco annual reports.
This is the only understanding of the thesis you need:
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Next time you think Cameco will buy your early-stage exploreco with 1% at 900m deep for a 500% premium, consider that they already hold 740K hectares (1.8M acres) of exploration prospects in Canada, Australia, Kazakhstan, and the US, including multiple early-stage discoveries.
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Had a good chat with
@uraniuminsider
that covered the $CCJ controversy, the $KAP issues, the Japanese selling uranium, the overvalued juniors, and a bunch of other things that I might or might not post something else about later on.
5,451-second-long pod:
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Uranium at $58 has got all of us excited.
Yes, even Lobo Tiggre.
Words like "unusually excited" are not what we're used to,
@duediligenceguy
.
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In his recent 13F, Stanley Duckenmiller shows a new $17M (current value) position in CCJ (
@cameconews
), started at $22.67/share.
That's roughly 0.85% out of the $2B fund and the 26th largest holding, out of a total of 58.
CCJ now trades at $29.10.
13F filed on February 14.
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$90
#Uranium
Resistance, a New Uranium Fund, Kazakhstan Floods, and 3 Uranium Stocks in this week's
12,287-seconds-long pod.
Joined by:
-
@uraniuminsider
-
@Skyharbour_SYH
$SYH.V
-
@enCoreEnergy_EU
$EU.V $EU
-
@SnowLakeEnergy
$LITM
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@engineers_feed
Nuclear energy is clean energy.
Not a useless fact, but I won't skip the opportunity to promote carbon-free energy.
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+50-year nuclear engineer
@Malcolm20002
helped me understand what's holding uranium back, the potential bottlenecks in uranium contracting, and the thesis for the uranium price to move like it did in the 2000s.
How long can utilities/nuclear power plants go without contracting?
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Yet again we're at a point where speculators cheer on a catastrophic event (like an energy crisis) so that their investments pay off.
I am sorry if this touches you, but I'm wholeheartedly against that type of investing.
Sincerely hope everyone can afford heat this winter.
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I am scared.
Scared I didn't buy enough precious metals before this happened.
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Recently spoke to
@Energy_Fuels
' CEO.
He told me that the majority of the companies and executives in the uranium space are promoters, not doers.
"They will never produce a pound of uranium", he said.
At the end of the talk, he told me he likes:
- $URG
- $CCJ
- $NXE
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next time a tech CEO signs someone's breast, I'm buying more gold
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Russian
#uranium
ban: what, why, how, what now?
@uraniuminsider
explained all of that to me in this week's New World Talks.
Watch here:
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Cameco's Grant Isaac told me that I "asked so many good questions that have gotten to the heart of what the issue is" yesterday.
'Career' completed.
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Dave Lotan does not mince his words. I'll have him back on for a full pod soon, hopefully.
10,864 seconds of looking at rocks & me being annoying to 21 companies attending PDAC 2024:
Do note: no uranium stocks in there, and there's a reason (bait).
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@MadiHilly
@PeterZeihan
Ah, the good old "we don't have enough time, so let's just not do it at all".
Remind me, when has that ever worked out?
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Is tin the next
#uranium
?
@Grainjones
told me that tin is his 2nd largest position, after uranium.
Much like uranium before the last cycle started, there are only a few public tin companies today.
$AFM.V & $MLX.AX are Nick's largest holdings.
Full pod:
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6,000 seconds with everyone's favorite Utwit,
@MalcolmRaw99915
.
I wish I could sum it up in here, but I just can't.
Guess you'll have to watch the whole thing.
Here's a teaser tho:
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Has
#uranium
bottomed?
Historically, 3 things have been helpful in answering that question;
1. Is there a large discount to NAV for SPUT?
2. Is the online sentiment low?
3. Is the RSI falling off the screen?
If the answer is "yes", we might be close,
@uraniuminsider
told me.
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#Uranium
stocks are no longer cheap,
@trader_ferg
told me.
"The only metal I own is tin".
We talked about
#oil
, coal, lithium, electric vehicles, and even dogs ... for many seconds.
There are also 2
#lithium
stocks & 1 uranium stock in this episode.
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I know, I know; You just want Lobo Tiggre to say that
#uranium
is going to $500, and just tell you which stocks to buy, but this is more important.
It's the most important thing to know if you're ever to make money in this sector.
Full
@duediligenceguy
:
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@DoombergT
Sea bass almost as much per pound as uranium.
Now that I call market efficiency.
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"Buying here is like catching a falling knife but I'm confident uranium will turn around, so I'm buying with my available cash",
@uraniuminsider
told me.
Full interview:
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Big day for
#uranium
.
Does it remind anyone of the last cycle?
During the last cycle (famously thought to have been started by Cigar Lake flooding), "net-net, there was a surplus in the market, and prices still went to $137 over the next 6-9 months",
@FootnotesFirst
told me.
"There isn't only a shortage of physical
#uranium
, there is a shortage of good uranium equities. Ultimately, that will put a premium on the ones that have trustworthy managements, good projects, and ability to grow", Mike Alkin told me.
Which uranium stocks is he talking about?
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wife's dad:
"I heard about nuclear on the radio today. It's the future. Can I invest in it?"
me:
"Yeah, uranium has been in a supply deficit for like 5 years now. I've been invested since 2018."
wife's mom:
"Oh, so you can finally take my daughter skiing this year then?"
me:
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"Uranium is largely recession-resistant.
LTCs are being signed around $100/lb, which I think limits the downside.
Anyone who concludes that it has peaked and dumps their uranium stocks is creating an opportunity for those with a longer-term view".
-
@duediligenceguy
.
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^
#gold
&
#silver
"I'm really attracted to the gold equities space, precisely because it hasn't performed.", Rick Rule told me in January.
To celebrate
@RealRickRule
's return to TwiXXer, let's listen to exactly what type of gold & silver stocks he's paying attention to.
Billionaires are buying gold stocks, but not the right ones says money manager Cam Currie.
Cam also says that, despite popular belief, silver is not dead yet, and copper might have a shot ... eventually.
3,924 seconds of wisdom:
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"There isn't only a shortage of physical
#uranium
, there is a shortage of good uranium equities. Ultimately, that will put a premium on the ones that have trustworthy managements, good projects, and ability to grow", Mike Alkin told me.
Which uranium stocks is he talking about?
What will end the
#uranium
bull market?
@FootnotesFirst
of
@SachemCove
doesn't see too many things that could cause that anytime soon.
What else?
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me:
"I like tin here, maybe I should buy some"
literally 0.013 seconds after that:
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Thinking of selling my kidneys to buy more uranium stocks.
Do you support this?
Much is made lately of unrealized gains being a means of tax avoidance, so I propose selling 10% of my Tesla stock.
Do you support this?
50K
22K
136K
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"I am extremely bullish on uranium. I'll be very surprised if we're not looking at sustained higher prices within a year",
@duediligenceguy
told me in last week's digest.
Watch here:
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Uranium over the last 3 years:
- beat bonds
- beat stocks (SPX)
- beat the USD (DXY)
- beat commodities (BCOM)
If you executed properly on this trade over the last 3 years, you really have nothing to complain about.
Chart curtsey of
@Sprott
.
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Turns out Biden is a better oil expert than literally all of fin twit.
"3M barrels are being purchased for an average price of about $73 per barrel, lower than the average of about $95 per barrel that SPR crude was sold for in 2022, securing a good deal for taxpayers,"
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If, over the last decade, Europe had invested the $2.7T (yes, T) in nuclear, instead of solar & wind, we would not be in this situation.
Europe should embrace reality, and start announcing nuclear build-outs, or it will be even worse in 10 years.
Please correct me where wrong.
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Warren Buffett:
Rule
#1
: Never lose money
Rick Rule:
Think in probabilities, not possibilities
What do you think has the higher probability of losing you $?
A) Commodities; undervalued levels, never seen before
B) S&P, Crypto, Real estate; overvalued levels, never seen before
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I asked Rick Rule what he thinks about the
@Sprott
Physical Uranium Trust and its 'prolonged' discount to NAV.
"The vehicle is working spectacularly (...) the fact that I can buy material - that I already think is cheap - for even less, is wonderful".
Full interview is on YT.
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15
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Something weird just happened.
I had a stock go up. A lot.
What do I do now?!
Sell? Buy More? Pretend it didn't happen?
I spent 4,699 seconds with
@iancassel
to answer that question for myself. Watch it. Now.
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A painful lesson that everybody knows in theory, but really only realises after going through it, is that your stock can fall 90%, after already having fallen 90%.
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First PDAC for me and it was great.
Did 20+ interviews, collected 40+ cards, stayed in a skyscraper, tried Tim Hortons, friend gave me a few books, and BHP gave me a measuring tape.
Question tho; why do Canadian sockets look like my wife's face when she sees our portfolio?
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"You can be bullish on lithium, you can be bullish on uranium, and there will be a time to be bullish on copper, although I don't think that time is now".
Grant Williams Tells All in this 4,342-second pod:
Thank you,
@ttmygh
!
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Grant Isaac is finally coming over for a podcast!
He is a
@cameconews
executive, so he'll be able to bring us insights that not many could.
I'll ask about contracting and why there is so much of it in H1, instead of it being Q4-weighted (wink
@Grainjones
).
What else do I ask?
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Royalty companies that might be worth the look:
- Franco Nevada $FNV
- Royal Gold $RGLD
- Wheaton $WPM
- Sandstorm Gold $SAND
- Altius Minerals $ALS
- Osisko Gold Royalty $OR
- Maverix Metals Inc $MMX
- EMX Royalty $EMX
- Metalla $MTA
- Nova Royalty $NOVR
Not financial advice.
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Gold could go to $8,000 and silver could go to $160, according to Michael Oliver.
So, how is he expressing that belief in his portfolio?
"What I'm doing personally is focusing on near-the-money SLV call options, and the GDX",
@Oliver_MSA
told me.
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"... you get 1 or 2 great opportunities every few years. The rest of the time is spent wondering if you will ever get another one again, convincing yourself to own mediocre ones as you wait. Mediocrity is the price for impatience."
-
@iancassel
Interview on this up later today.
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wife:
do you even have a strategy or are you buying random stocks?
me:
I have a strategy
the strategy:
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Here's one of my dreams:
Uranium (70% of my portfolio) peaks in the next 12 months, while S&P falls continually.
Then the rotation between growth and value starts happening, so I can buy really good companies, with high dividends at low prices, using my uranium profits.
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Broken commodity supply chains, in combination with a "golden age" for commodity demand, make Zoltan Pozsar think we're now seeing a commodity supercycle in "embryonic form", which is going to grow "very fast".
This is a clip from my conversation with Zoltan for Ore Day 2023.
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nothing you didn't know yet, but always cool to see where most of our uranium is
found on
@VisualCap
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