Member Info for stag1974

I am struggling to find another urainium player on the LSE with a bigger land mass that POW,

Urainium prices have been very bullish over the last few years, but will it continue?

Meta reported its first newclear data centre,

How many data centers are we going to need going forward???

Demand for urainium may not diminish anytime soon,

Wigh a bit of luck we may get a bounce out of this price range? Fingers crossed

Canabis stocks been rising across the board,

There may be a good turning point from here one can guess,

Wigh a bit of luck we may get a bounce out of this price range? Fingers crossed

Https://www.proactiveinvestors.co.uk/companies/news/1076272/ubs-sticks-with-uranium-as-sprott-stays-bullish-on-demand-and-supply-remains-tight-1076272.html?rel=scroll

I read somewhere this sp should be in the regen of 26,

Every article relating to value are all singing the same tune that this is so undervalued,,

Make me wounder what is the real value ????

No news and she is trying to blast off,

?????

Am waiting for a pull back but when I don't know,

Sprott Uranium Miners ETF (URNM)

Breaking new highs,

Urainium is smashing it,

Nuclear-Powered Drones:

A recent development involves a drone powered by a miniature nuclear reactor, enabling long-duration flights without refueling. This technology utilizes the heat generated by uranium fission to produce electricity or thrust according to a Facebook post.

The spread is crazy

Mcap 16mill,

Question is how many millions in the area worth of urainium? I would guess the country digs out billions, so one may guess where in a good spot for triple digits... but what do I know,

Rns will confirm the expected gains going forward if any,

Some info from the internet

The latest developments on uranium tariffs involve potential new levies and existing uncertainties, particularly concerning imports from Canada and Kazakhstan. While the US has delayed and reduced some initial tariff threats, particularly on Canadian uranium, the situation remains fluid and is impacting market dynamics.

Key points regarding uranium tariffs:

Initial Threats and Delays:

The US initially threatened a 25% tariff on Canadian uranium and other energy products, but then reduced it to 10% and delayed its implementation.

Canadian Uranium:

Canada, a major supplier of uranium to the US, is facing a potential 10% tariff, which could increase costs for US customers.

Kazakhstan:

Kazakhstan, another significant uranium source for the US, is also facing potential reciprocal tariffs, potentially around 27%.

Market Impact:

The uncertainty surrounding these tariffs has led to a pause in new contract signings by US utilities, who are waiting for clarity before committing to purchases.

Supply Chain Concerns:

The extended procurement cycle for uranium fuel assemblies (18-24 months) means current decisions impact future reactor operations, and the tariff uncertainty is causing delays.

Just-in-Time Inventory Challenges:

Recent events like Canadian rail strikes have highlighted the vulnerability of just-in-time uranium delivery systems, further complicating the situation.

Long-Term Contracts:

While there is little near-term danger of fuel shortages due to existing long-term supply contracts, the tariff uncertainty could create problems in the future.

Overall: The ongoing tariff threats and delays are creating significant market disruption and uncertainty for the uranium industry, particularly impacting US utilities and their procurement strategies.

Uranium and natural gas are both used as energy sources, but they differ significantly in terms of their environmental impact and how they are considered "clean." Uranium, used in nuclear power, produces virtually no direct greenhouse gas emissions during operation, making it a low-carbon energy source. Natural gas, while cleaner than coal and oil, still releases carbon dioxide when burned, though in smaller amounts than other fossil fuels.

Uranium (Nuclear Power):

Pros:

Nuclear power plants, which utilize uranium as fuel, do not release greenhouse gases or air pollutants during operation. This is a significant advantage for mitigating climate change and reducing air pollution. Nuclear power plants also have a high capacity factor, meaning they can operate at or near full power for a large percentage of the time, providing a reliable energy source.

Uranium and natural gas are both used as energy sources, but they differ significantly in terms of their environmental impact and how they are considered "clean." Uranium, used in nuclear power, produces virtually no direct greenhouse gas emissions during operation, making it a low-carbon energy source. Natural gas, while cleaner than coal and oil, still releases carbon dioxide when burned, though in smaller amounts than other fossil fuels.

Uranium (Nuclear Power):

Pros:

Nuclear power plants, which utilize uranium as fuel, do not release greenhouse gases or air pollutants during operation. This is a significant advantage for mitigating climate change and reducing air pollution. Nuclear power plants also have a high capacity factor, meaning they can operate at or near full power for a large percentage of the time, providing a reliable energy source.

Gas shares are going crazy

Nice jump out off the bag

Sprott Uranium Miners ETF

Also on the rise,

We're is all the volume coming from?

Is there insider buying going on?

Make me think there's something we might not know.

Is news due??

One may guess the 50% on copper tariff put the brakes on alara and other copper companies

Uranium is generally exempt from the US tariffs introduced by the Trump administration in early April. Specifically, exemptions cover uranium ore, natural uranium, UF6, and enriched uranium, though fabricated fuel is not exempt. These exemptions are part of a broader set of exemptions for various metals and minerals, including copper, rare earths, and other nuclear fuel components. The exemptions were put in place to mitigate potential negative impacts on the US nuclear power industry, which relies heavily on imported uranium.