Member Info for andmillsy

Thanks Laburnham
Interested to see URNM ETF upping their stake here from 4.2 to 6.5%. Detailed in RNS today.
Fusion - interesting - still feels some distance away - my opinion from these articles:

https://www.nature.com/articles/d41586-021-02338-4
https://theconversation.com/nuclear-fusion-breakthrough-what-do-new-results-mean-for-the-future-of-infinite-energy-166456

Thanks Neil will take a look tomorrow

Cygnus and Iceberg
Thanks a lot - great information and much appreciated.
All the best

Laburnham
If you have a genuine interest to learn a little more about the dynamics at play here then I can suggest you watch the video on the link I provided yesterday. It will give you a fuller appreciation of the deficit endemic in the uranium supply chain and the new demand pressure introduced by financial players such as Sprott and YCA.
I found the video a great concise source of information.
You are correct that the spot price has dropped from its very recent peak of $50 but it is a dynamic market and yesterday for example the spot price increased without Sprott purchasing.
I believe that the deficit will win out and price will (have to) increase due to competing demand and to enable new supply to be introduced but this won't be quick. It appears, in my opinion. Of course I may be wrong but the fundamental situation seems compelling.
I am trying not to get hung up on the short term fluctuations in spot price, recently exacerbated by month end games, I do use current spot price to which YCA share price is intrinsically linked to determine when to top up and eventually when to sell.

Its seriously doing my head in. No link to the RNS from the tweet from the corporate account and only that one line of the RNS quoted. I despair !
At least they provided a link to Colins inteview with Zac

https://www.londonstockexchange.com/news-article/BZT/hope-cu-au-project-update/15152754

https://www.londonstockexchange.com/news-article/ZPHR/zephyr-commences-100-carbon-neutral-operations/15152824

Snooz
The whole video on this link is worth a watch/listen but if short of time listen from about 11m40 on Sprott impact if really short of time you can listen easily at 125% speed
https://youtu.be/kdebMTuzetk

Thanks Scott very helpful links.
Wishing I'd brought my swimming trunks today for a full dip rather than just having taken a paddle to test the temperature :)

Thanks for sharing SGD27
NAV similar to your detailed calculation on 17 Sep but some movement on derivative liability and exchange rate which compensate each other.
Trying to compare on phone, flicking between screens and without glasses so my analysis isn't that precise :)

thanks getting .238 live quote - you did well !

Chumba about to do same - pls share price you get - thx

Willow probably not worth replying however ... one early doors and one an hour or so ago
28/09/2021 Buy XTRACT RESOURCES PLC, ORD GBP0.0002 (XTR)
SIPP - Pension Savings Account (xxxxxxxx) £449.99 9,782.00 Priced
Show details

28/09/2021 Buy XTRACT RESOURCES PLC, ORD GBP0.0002 (XTR)
Investment ISA (xxxxxx) £2,695.00 60,000.00 Priced
Show details

Will do so Ella - at 13.41 !

I've requested @resourcesxtract to retweet the Zak Mir interview.
Anyone else on twitter would be worth drawing attention to this imho with a retweet. Unless you're still accumulating of course ;)
My comment on retweet was
"Take 10 mins to listen #XTR. This is huge. Long runs, good grades, gold bonus - open pit scenario supported. Footrot anomaly further upside. This is great value and with newsflow in abundance to come -holes to complete, assays to flow at Bushranger. Don't forget Zambia as well."

Well I have dipped my toe in - not yet the ankle or leg. Trying to resist FOMO after todays advance and watching for value zone :)

Snooz
Also follow @BambroughKevin
PS I'm also in THR .... thanks for the permit push !

Very helpful summary ART123. Thanks

Sorry late reply Snooz
John Quakes imo very informed source
https://twitter.com/quakes99/status/1441548983025823748?s=19
Appears this was also playing out yesterday but Sprott were buying so more balanced dynamic

My colossal 10k volume must have knocked it out!