Gregory Walte
@stoop8two
Economics. Equities. Wine.
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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
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
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
👨🏫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
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!
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
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
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.
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
United States Xu hướng
- 1. Lakers N/A
- 2. Luka N/A
- 3. Clippers N/A
- 4. #TheTraitorsUS N/A
- 5. Kawhi N/A
- 6. Colton N/A
- 7. Vando N/A
- 8. Ayton N/A
- 9. #TNAiMPACT N/A
- 10. #criticalrolespoilers N/A
- 11. John Collins N/A
- 12. #LakeShow N/A
- 13. Draymond N/A
- 14. #thepitt N/A
- 15. Harden N/A
- 16. Hamonic N/A
- 17. Marcus Smart N/A
- 18. Zubac N/A
- 19. Aaliyah Chavez N/A
- 20. Autopilot N/A
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