Member Info for SGD27

UEC now raising cash to buy even more!
https://www.prnewswire.com/news-releases/uranium-energy-corp-completes-additional-uranium-purchases-in-the-united-states-and-announces-financing-301249378.html

(Spotted by steve73 on the ad-vfn GCL board)

https://www.zerohedge.com/markets/uranium-stocks-surge-flurry-producer-purchases-spot-market

A shorter link:
https://www.youtube.com/watch?v=0x4FBj8XkAs

More from Rick & Amir - I think it's a follow-on from the Kitco interview I posted on 10th. They discuss U for the first 10 mins or so before moving on to PMs.

https://www.kitco.com/news/video/show/PDAC-2021/3266/2021-03-15/Current-weakness-in-gold-is-extremely-appealing---Rick-Rule-and-Amir-Adnani#_48_INSTANCE_puYLh9Vd66QY_=https%3A%2F%2Fwww.kitco.com%2Fnews%2Fvideo%2Flatest%3Fshow%3DPDAC-2021

https://www.bnnbloomberg.ca/investing/video/rick-rule-discusses-uranium-participation-cameco-and-nexgen~1628165

Very bullish, in a two-year time frame.

It's a common mistake though:

https://www.youtube.com/watch?v=6egeUxIEQnM&ab_channel=Stand-upMaths

"A trial doctor or nurse will contact you once a day, via video call, to help you with taking the trial medication."

https://www.covidtrialathome.com/

I think this is new?

https://www.yellowcakeplc.com/wp-content/uploads/2021/03/Yellow-Cake-Investor-Presentation-March-2021.pdf

https://www.fool.co.uk/investing/2021/03/12/the-synairgen-share-price-is-up-680-in-a-year-should-i-buy-now/

In case anyone missed it, this is a video with the CEO last Tuesday, 9th. (Thanks to pob69 on ad-vfn for spotting it.)

https://www.bnnbloomberg.ca/video/climate-change-commitments-could-encourage-a-demand-in-uranium-yellow-cake-ceo~2156801

Hi bullen, I wasn't so much interested in UEC, more the general comments about the market. Here's some of my notes:

04:00 - the "structural deficit" now (40mlb), and over the next 5 years (cumulatively almost 200mlb)

09:00 - the USA's plan for a $1.5b "strategic stockpile" (a switch from USA stockpiles being sold to being bought)

23:20 - the "incentive price" of $50-70/lb to reopen mines

If anyone has a Times subscription (I don't), there's something about the "public spat" here:

https://www.thetimes.co.uk/article/trust-in-big-tech-gives-shareholders-a-boost-ds99hgkr7

It's SG018, not ACTIV :
https://clinicaltrials.gov/ct2/show/NCT04732949

https://www.investorschronicle.co.uk/ideas/2021/03/10/clean-up-with-two-deep-value-plays/

"I expect the two parties to come to some arrangement in due course, and continue to see scope for a significant narrowing of Arix’s 23 per cent share price discount to NAV. Moreover, if the board use their authority to buy back up to 10 per cent of the shares outstanding, then the share price discount is likely to narrow rapidly. Buy."

A bit miffed that you folks commandeered my thread, even if it was for humanitarian purposes.

More media interest:
https://www.express.co.uk/life-style/health/1408178/covid-uk-latest-pollen-increased-risk-how-to-protect-covid-19

ATB ;-)

Kitco interview:

https://www.kitco.com/news/video/show/Market-Analysis/3254/2021-03-09/Nuclear-power-crisis-has-created-new-national-security-threat---Amir-Adnani

This is starting to get quite a bit of media coverage:

https://newsdol.com/higher-air-pollen-levels-could-mean-higher-covid-19-infection-rates/

"High pollen concentrations lead to a weakened immune response because if pollen is inhaled with viral particles, less antiviral interferons are produced ..."

Also in The Sun (!)

https://www.thesun.co.uk/news/14294100/hayfever-season-increases-risk-covid-even-if-not-allergic/

No surprise that the SP has taken a hit today. People may be worrying that if Acacia don't get their way they'll sell out.

My guess is that they'll reach a compromise, maybe with Acacia getting one seat on the board. Pure speculation of course.

Interesting research paper:

https://www.pnas.org/content/118/12/e2019034118

"
Coexposure to airborne pollen enhances susceptibility to respiratory viral infections, regardless of the allergy status. We hypothesized this could be also true for SARS-CoV-2 infections.
...
We found that pollen, sometimes in synergy with humidity and temperature, explained, on average, 44% of the infection rate variability.
...
Pollen exposure weakens the immunity against certain seasonal respiratory viruses by diminishing the antiviral interferon response.
"

The response is a brief one, but no doubt there's more to come...

https://www.investegate.co.uk/arix-bioscience-plc--arix-/eqs/response-to-activist-shareholder-acacia/20210310070059ESDLM/