stoop8two's profile picture. Economics. Equities. Wine.

Gregory Walte

@stoop8two

Economics. Equities. Wine.

Times like this you just have to sit back and have a decent glass of wine. $SPY getting wrecked. $YCA and $U.U in the bin. Getting more tempted to deploy some powder. Possibly average down on uranium and buy $UEC and $SOXL

stoop8two's tweet image. Times like this you just have to sit back and have a decent glass of wine. $SPY getting wrecked. $YCA and $U.U in the bin. Getting more tempted to deploy some powder. Possibly average down on uranium and buy $UEC and $SOXL

A long time coming but nearly there. Depreciation is going to be huge on this but playing the game to get special model allocation. Going to pop in Viola Hong Kong #Ferrari #296GTS #Maranello

stoop8two's tweet image. A long time coming but nearly there. Depreciation is going to be huge on this but playing the game to get special model allocation. Going to pop in Viola Hong Kong #Ferrari #296GTS #Maranello
stoop8two's tweet image. A long time coming but nearly there. Depreciation is going to be huge on this but playing the game to get special model allocation. Going to pop in Viola Hong Kong #Ferrari #296GTS #Maranello

A Brunello di Montalcino Riserva which commemorates an astronomical event. A powerful wine with a long finish. Supposedly the best vintage, but i will compare with the 2018 and 2015 I have lying down #Italy #wine

stoop8two's tweet image. A Brunello di Montalcino Riserva which commemorates an astronomical event. A powerful wine with a long finish. Supposedly the best vintage, but i will compare with the 2018 and 2015 I have lying down #Italy #wine

Jesus I leave for 8 months to raise a child and the whole world turns into complete spastics. Trump, crypto bros, President Musk, RFK Jr, tariffs, rate cuts… literally entering an era of idiocy.


$KAP slight #uranium production increase YoY. The floods have not hampered their mining or transportation activities. Construction of new sulphuric acid plant delayed a further year which will limit total production until 2027/2028.

Flood area seems to be increasing in #Kazakhstan. If this begins to move further south we could see widespread disruption to #uranium mines and logistics. For now will probably see some disruption at Semizbay mine in the north (1.32m lbs/yr) $SRUUF $CCJ $KAZ #uranium

stoop8two's tweet image. Flood area seems to be increasing in #Kazakhstan. If this begins to move further south we could see widespread disruption to #uranium mines and logistics. For now will probably see some disruption at Semizbay mine in the north (1.32m lbs/yr) $SRUUF $CCJ $KAZ #uranium


What does russia do in this situation? Surely they are going to preempt the US #uranium ban (90 days from #Biden signature) and look to cancel exports before that date. Market could get a lot tighter much faster. $sruuf $u.u $u.un


H.R.1042 Prohibiting Russian Uranium Imports Act has supposedly passed the #Senate & is on the way to #Biden to sign. One of the many #uranium catalysts investors expect to see in 2024. More lbs out the market in an ever increasing demand environment. $SRUUF $U.UN will shine


$CCJ earnings suggest potential delays at Inkai and production short falls. $KAZ earnings on Thursday should provide more insight into the issues in Kazakhstan. It will be a pivotal moment for the spot price in the near term and the performance of $SRUUF.


Flood area seems to be increasing in #Kazakhstan. If this begins to move further south we could see widespread disruption to #uranium mines and logistics. For now will probably see some disruption at Semizbay mine in the north (1.32m lbs/yr) $SRUUF $CCJ $KAZ #uranium

stoop8two's tweet image. Flood area seems to be increasing in #Kazakhstan. If this begins to move further south we could see widespread disruption to #uranium mines and logistics. For now will probably see some disruption at Semizbay mine in the north (1.32m lbs/yr) $SRUUF $CCJ $KAZ #uranium

Gregory Walte đã đăng lại

👨‍🏫Today I was asked to explain what #SPUT is all about🤔 and how it operates to raise cash to stack #Uranium 🏧💵🛒 and what happens to all those drums of #U3O8 it stacks?🛢️ My basic explainer is here if U are wondering what the deal is with this ravenous beast we call #SPUT:🦖…

quakes99's tweet image. 👨‍🏫Today I was asked to explain what #SPUT is all about🤔 and how it operates to raise cash to stack #Uranium 🏧💵🛒 and what happens to all those drums of #U3O8 it stacks?🛢️ My basic explainer is here if U are wondering what the deal is with this ravenous beast we call #SPUT:🦖…

First outing of the year and what a beautiful day to do it on. Taking the #Porsche for its service before summer when we drive down to the #Spanish #GrandPrix #F1

stoop8two's tweet image. First outing of the year and what a beautiful day to do it on. Taking the #Porsche for its service before summer when we drive down to the #Spanish #GrandPrix  #F1

Who would have thought it was April? Perfect spring #skiing conditions. More #snow on Tuesday. #klosters needs to extend the season by a week!!

stoop8two's tweet image. Who would have thought it was April? Perfect spring #skiing conditions. More #snow on Tuesday. #klosters needs to extend the season by a week!!

Last minute trip to #Klosters. The snow didn’t settle for long but great conditions at the top. Should be a #bluebird day tomorrow i hope!

stoop8two's tweet image. Last minute trip to #Klosters. The snow didn’t settle for long but great conditions at the top. Should be a #bluebird day tomorrow i hope!

Is that the lows in for #uranium? Flooding in Kazakhstan could exacerbate supply issues locally leading to a significant rise in spot. Let’s see how $KAZ assets were affected in the coming days.

stoop8two's tweet image. Is that the lows in for #uranium? Flooding in Kazakhstan could  exacerbate supply issues locally leading to a significant rise in spot. Let’s see how $KAZ assets were affected in the coming days.

A special one for #Easter. 2006 #sassicaia. Plums, smoke, dark fruit and slight menthol in the finish. A vintage that really showcases the great wine making at @CBolgheri #wine #redwine #Italy #tuscany

stoop8two's tweet image. A special one for #Easter. 2006 #sassicaia. Plums, smoke, dark fruit and slight menthol in the finish. A vintage that really showcases the great wine making at @CBolgheri #wine #redwine #Italy #tuscany

I brought the #Argiano round to a friend’s house warming. God damn this is a delicious #wine. I can see why it was @WineSpectator’s wine of the year. I urge everyone with £45 burning a hole in their pocket to try this!! Will stack cases with #uranium profits 🤣😂🍷🍷#RedWine

stoop8two's tweet image. I brought the #Argiano round to a friend’s house warming. God damn this is a delicious #wine. I can see why it was @WineSpectator’s wine of the year. I urge everyone with £45 burning a hole in their pocket to try this!! Will stack cases with #uranium profits 🤣😂🍷🍷#RedWine

Spot #uranium creeping again. Are we going to see a retest of $108 in Q2? #sruuf

stoop8two's tweet image. Spot #uranium creeping again. Are we going to see a retest of $108 in Q2? #sruuf

Ok, who’s the one dicking around in the #uranium spot market? Huge drop in bid/ask according to #numerco. $sruuf probably trading at a premium to NAV on this basis. Thoughts? @quakes99 @UrTokenCorgi

stoop8two's tweet image. Ok, who’s the one dicking around in the #uranium spot market? Huge drop in bid/ask according to #numerco. $sruuf probably trading at a premium to NAV on this basis. Thoughts? @quakes99 @UrTokenCorgi

Everyone keeps talking about the opportunity in #sruuf given its discount to NAV. There is no opportunity while #uranium spot keeps dropping. If spot falls, #sruuf falls. We need to find a bottom, and when we do, only then will I begin to buy more.

stoop8two's tweet image. Everyone keeps talking about the opportunity in #sruuf given its discount to NAV. There is no opportunity while #uranium spot keeps dropping. If spot falls, #sruuf falls. We need to find a bottom, and when we do, only then will I begin to buy more.

1st time trying Phenomena… supposed to be a very special wine. La Mannella will be punching above its weight like usual. The Argiano was @WineSpectator wine of the year for 2023. And finally my first high end #Argentinian #wine, Gran Enemigo which will be superb #redwine #Italy

stoop8two's tweet image. 1st time trying Phenomena… supposed to be a very special wine. La Mannella will be punching above its weight like usual. The Argiano was @WineSpectator wine of the year for 2023. And finally my first high end #Argentinian #wine, Gran Enemigo which will be superb #redwine #Italy

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