Member Info for dissipline

It won't be long before we see heavy speculation move into the Futures contracts phase for the Winter season. That should have a heavy effect on the price if supply remains tight. Tony Greer was talking about this on Real Vision. Potential to see further gains in price.

Sure helps encourage investment in new fields as we will all be pivoting away from Russia.

Nigel taking your advice people would be in the crap in VLS and HARL.
Two stocks you were pumping like a madman.

By the way you gonna refute the allegations Dan Levi made about Winnifrith and his gang. You were pumping them on this board. Is Levi a liar?

I don't think PG will sell too fast. He has too much invested in every sense of the word to do a sell for an under valued amount. Specially when you read the RNS's he is looking to add green elements to the company.

What he did say was that if he got one hell of an offer he would put it to us. None of us are in the quick sale camp on this board... other than a few flippers. Look how sticky this stock is. Same guys and gals monitor the play with a few friendly shorters straight after a minute placement.

All the guys talk among themselves they are all sniffing out what each other is doing. Many to partner up and take some equity.

PG has said everything is for sale but the price has to be right. As the largest shareholder I'm sure he has a strong figure in mind for the developed assets. In a relatively short point in time two to three years these assets get realised across the portfolio.

Both CEO's are looking at multiples higher. Morocco is looking like red hot acreage now. We are in the midst of the next commodity super cycle. You get multiples in a two to five year period that can stagger the imagination.

Certainly seems to have perked up today. Hopefully bodes well for the rest of my Uranium plays.

It was done on the day of a placing. That tells you all. This was most likely an orchestrated play by a troll group.
This guy has not posted at any point before and then suddenly he is all over the place.

We are likely to move around a bit as people move their portfolio round. Annoying when you see other stuff take off.

Lets see how things progress over the next three months. Beginning to look like a decent recovery play.

The world and its brother knows this will be done as part of a JV. Free you are beginning to outdo yourself....

Keep spreading the FUD it allows those that want to buy cheap shares. I love the concerned shareholder play, though.

The head of URNM is saying that he is not selling it as the shareholders would not like it. Watch Uranium Insider on youtube.

Interesting stuff on there. We are so early in the journey here. It has kicked off nicely. We may get some turbulence as we are in tax season and portfolio movement season. But mid to long we are looking at multiples higher.

If the Russia bill sponsored by both sides of the house goes through then the moves are profound. Medium term as long as we have no crash we are flying higher. Sprott took out in seven months what was taken out the market in fifteen years Uranium wise.

There is still way too much poundage for the market to be stopped by Government. Uranium is the cheapest energy play by baseload by a mile. Not even close the competitors.

What happens in eighteen months as they keep issuing stock and buying product. YCA benefits big style. Russia Ukraine solved and Uranium still moves higher. Maybe even better as GDP gets chugging along more electricity demand.

The trust element you have to share with all companies, We all know some have occurred. Howwever, the independently verified survey would suggest that the oil is in the ground.

There is no doubt in O and G you can lose everything. There is no getting round that fact. Chariot who are celebrating today at the next door acreage have hit a duster or two .

They took the drill out the ground because the pressures were too high on our ground. May just indicate something.

As for primary drill he said H1 that is still likely even with Covid delays and supply side constraints. If you do not like it as a free man stay away. There is risk you have to weigh what you wish to take...

Don't like it vote with your wallet. Take care free.

Agree with what you say Sef for the most part.

There have been some missteps. However, the quality of the assets and the size of the company in relation to them are the key. This will be drilled. There will be huge upside. The degree relates to Paul's execution.

However at this moment even with a placings for say ten million dollars we still would not be diluted to screw all like other companies. The share count has remained very tight for a company this size.

Have to strongly disagree with you on Martin Johnson he would have been one hell of an improvement on Rob Bloody Andrew.

One would think the discount gets rebalanced by funds that move in to this etf as the sector gains in importance. As retail move in and liquidity increases they can commit larger funds to it. At some point we will have less arbitrage gaps.

The theory makes some sense as Uranium interest in the States is flying thanks to Sprott. That should help us fine.
We may get a hit from a peace deal. However the energy landscape has forever been changed from this war. We are getting off Russian gas fast as is Europe.

I would buy more but am pretty full. However the discount is so bloody huge I probably will have another bite.
There may be fear that we are waiting on some Kazataprom supply. That is the only reason I can see for us being down.

The arbitrage is crazy here. We have the Russian sanctions bill going through the house that relates to Uranium supply.
If that goes through this will literally fly overnight. If it doesn't Uranium is still just on the runway. All they are talking about is building more power stations and getting the SMR's through from Rolls.

There is generally no such thing as a one way bet. But, this is looking pretty close.

Great post. PRD has the chance to score in so many areas. Even Tand T coming back into view.

The next couple of months are huge.
We laid our chips on the table....

Got to say Wacky that was a wonderful bit of analysis... GRH, Keith, Tesla and MEM amazing stuff.
The contributors on this board are just completely different class.

The prize is so huge and then you add in Ireland...

Uranium insider stated we were fifteen percent lower than NAV since then we have gone up 5%. Still healthy discount.
As said before this is a nice arbitrage opportunity. As the sector heats up we should do well.

We are in the very early stages of the next Uranium cycle. So much Uranium being take out that isn't coming back into the market.

I don't think Russia will ban Uranium exports as they will consider whether they will get used again if there is supply disruption. People may start working around Russian Uranium stocks.

We seem to be at a discount then have a quick shoot up. Long term the fundamentals are way too strong.
Would not suprise me to see around $70-80 uranium inside of six to nine months as the absolute minimum.
More likely we shoot way higher...

The utilities are now rushing to make contracts with producers as the ETF's are buying up the product. They have had the ability to completely screw the producers that is now beginning to fall. Then we have country after country thinking that Gas money to Putin might not be the best way forward.

The SMR's are now going to be commissioned like crazy. Nuclear is gonna be across the grid like never before inside 18 months. France amping up nuclear investment and Germany buying off them and stopping the decommissioning of their plants. China with another 150 plants within ten years.

The trail is very apparent. Producers need to start securing supply fast. Watch the contracts jump in price and size.

The numbers have the possibility to be absolutely mind blowing but as of right now we don't have it all surveyed up.

So at this stage just sticking to a 1 to 2 tcf amount was very fair. The fact is that is a superb amount and would turbo boost our accounts massively and we can start thinking about money matters in a whole new way.

I do not dismiss far larger amounts when we are looking at MOU-NE and a 105km2 gas kitchen. This has not been truly factored into numbers, plus further findings that are getting released, with more to come with further surveys planned.
We then hear about MOU-NW and possible oil...

Just on the 1-2 tcf, which is conservative, we are looking at life changing amounts if executed.
I understand your excitement. We have to be careful with figures for trolls to start using against us.

I get your excitement as I have the same as do all other holders.

There may be a few little assets to the west of us that could add another heap to our account coming to fruition in a not hugely long time.

Uranium spot price around $50. Supply problems only mean one thing uranium goes up. Secondly everyone waking up to the need for nuclear.

The Ukranian reactor built to take a passenger plane hitting it at 350 miles an hour. The reactor is contained within super structure for just this reason.

Russians were fighting around offices away from the reactor. Putin is mad but not that crazy. That reactor goes up and Russians 500 miles away start glowing yellow.

great message thanks riv.