Solid analysis on the uranium sector! You mentioned Cameco and Centrus, but I'm curious why you didn't touch on Uranium Energy Corp (UEC) in your miner breakdown. They're also a major player in the US with a completly different approach than Cameco. While Cameco operates in Canada, UEC focuses on ISR mining in Texas and Wyoming which has lower capital costs and faster ramp up times. Their fully licensed, production ready assets could be pretty strategic given your point about the domestic supply push under Trump's EOs. The structural deficit you mentioned (180M lbs demand vs 130M lbs production) seems to favor producers with quick restart capabilty like UEC. Do you think their domestic positioning gives them an edge in the current policy enviroment compared to international miners?
If it’s a decades-long play question is what is the expected average annual return? If uranium will 10x but over 30 years you’d be better off with sp500 etf. What was the increase in nuclear global capacity since 2018? Just to check vs the 4x increase in uranium price. Now - what is the expected increase in capacity over the next 5-7yrs?
Everyone has different methodology, I never look at analysts expectations because they are always wrong. It's not their fault, their job is simply impossible. That being said, there are no answers to your question as I cannot give you the returns of uranium by 2030.
What I know is that infrastructure plans around the world - real ones not estimates, should grow the number of online nuclear reactors by around 20% by 2030. What I also know is that we do not have enough uranium today for the ones already online.
How that will affect uranium price compared to the SPY? I do not have the answer. The stocks and commodity have already priced in this supply crunch and I am not a buyer today. But the sector is worth studying because in the next five years, we will have an opportunity without doubts - high probabilities are it happens. Once it does, I need to have my convictions built to press buy.
Solid analysis on the uranium sector! You mentioned Cameco and Centrus, but I'm curious why you didn't touch on Uranium Energy Corp (UEC) in your miner breakdown. They're also a major player in the US with a completly different approach than Cameco. While Cameco operates in Canada, UEC focuses on ISR mining in Texas and Wyoming which has lower capital costs and faster ramp up times. Their fully licensed, production ready assets could be pretty strategic given your point about the domestic supply push under Trump's EOs. The structural deficit you mentioned (180M lbs demand vs 130M lbs production) seems to favor producers with quick restart capabilty like UEC. Do you think their domestic positioning gives them an edge in the current policy enviroment compared to international miners?
If it’s a decades-long play question is what is the expected average annual return? If uranium will 10x but over 30 years you’d be better off with sp500 etf. What was the increase in nuclear global capacity since 2018? Just to check vs the 4x increase in uranium price. Now - what is the expected increase in capacity over the next 5-7yrs?
Everyone has different methodology, I never look at analysts expectations because they are always wrong. It's not their fault, their job is simply impossible. That being said, there are no answers to your question as I cannot give you the returns of uranium by 2030.
What I know is that infrastructure plans around the world - real ones not estimates, should grow the number of online nuclear reactors by around 20% by 2030. What I also know is that we do not have enough uranium today for the ones already online.
How that will affect uranium price compared to the SPY? I do not have the answer. The stocks and commodity have already priced in this supply crunch and I am not a buyer today. But the sector is worth studying because in the next five years, we will have an opportunity without doubts - high probabilities are it happens. Once it does, I need to have my convictions built to press buy.