- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Uranium>Silver
Posted on 9/15/21 at 6:25 am to go ta hell ole miss
Posted on 9/15/21 at 6:25 am to go ta hell ole miss
My opinion and I've spoken with people who know more about the industry than I do is that this bull run will go on for the next 1-2 years. I've heard the 4-5 years, but Uranium companies can't just turn on mines at the flick of a switch. They need contracts right now to fulfill contracts 4-5 years out.
The supply deficit is right here right now. Utilities don't know it yet, but I'm not trimming a thing until we see contracts start flowing. I think this will happen in the next 12 months.
Uranium companies that can go into production during this cycle will probably give you the best returns. Don't count out juniors tho. This industry has had minimal investments over the past 10 years. There's not enough supply to meet demand. Juniors are needed too. Find some good ones to put in your portfolio for the most upside.
The supply deficit is right here right now. Utilities don't know it yet, but I'm not trimming a thing until we see contracts start flowing. I think this will happen in the next 12 months.
Uranium companies that can go into production during this cycle will probably give you the best returns. Don't count out juniors tho. This industry has had minimal investments over the past 10 years. There's not enough supply to meet demand. Juniors are needed too. Find some good ones to put in your portfolio for the most upside.
Posted on 9/15/21 at 7:21 am to Jmart0527
So for someone just getting into this sector is a better trade SRUUF or someone like Cameco? SRUUF seems to be the disruptor and they do not have mining issues. I recognize there are premium issues, but it seems like those get resolved relatively quickly. I am probably too late to this space and probably have too much to learn to be in it.
This post was edited on 9/15/21 at 8:47 am
Popular
Back to top
Follow TigerDroppings for LSU Football News