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Brandon Beylo
Morgan Stanley Q3 2024 Commodity Forecast
Bullish:
• Copper
• Gold
• Silver
• Nickel
Bearish:
• Uranium
In other words, all systems go for new #uranium highs.
H/t @K3rry_Sun https://t.co/ZCzsorm2r2
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Morgan Stanley Q3 2024 Commodity Forecast
Bullish:
• Copper
• Gold
• Silver
• Nickel
Bearish:
• Uranium
In other words, all systems go for new #uranium highs.
H/t @K3rry_Sun https://t.co/ZCzsorm2r2
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Offshore
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Brandon Beylo
The fact that tin isn’t even on this list tells you everything you need to know.
I wonder what price tin must trade for Big Banks to recognize it.
$40,000 - $60,000/ton?
Chart is inflecting while nobody cares.
#tin
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The fact that tin isn’t even on this list tells you everything you need to know.
I wonder what price tin must trade for Big Banks to recognize it.
$40,000 - $60,000/ton?
Chart is inflecting while nobody cares.
#tin
Morgan Stanley Q3 2024 Commodity Forecast
Bullish:
• Copper
• Gold
• Silver
• Nickel
Bearish:
• Uranium
In other words, all systems go for new #uranium highs.
H/t @K3rry_Sun https://t.co/ZCzsorm2r2 tweet
Offshore
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Brandon Beylo
RT @nsundar79: I have never seen such a bullish sentiment since I started tracking commodities over 15 years ago - probably guess that 2007 was the closest similarity in terms of overall bullishness
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RT @nsundar79: I have never seen such a bullish sentiment since I started tracking commodities over 15 years ago - probably guess that 2007 was the closest similarity in terms of overall bullishness
Morgan Stanley Q3 2024 Commodity Forecast
Bullish:
• Copper
• Gold
• Silver
• Nickel
Bearish:
• Uranium
In other words, all systems go for new #uranium highs.
H/t @K3rry_Sun https://t.co/ZCzsorm2r2 tweet
Brandon Beylo
Old West Capital is one of my favorite quarterly investor reads.
Two friends @brianlaks and @boskovic64 are some of the smartest in the game.
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Old West Capital is one of my favorite quarterly investor reads.
Two friends @brianlaks and @boskovic64 are some of the smartest in the game.
Commodities are seeing increased interest with metal prices at multiyear highs:
https://t.co/3u1Zpa3kh3
Our Q1 letter gives an update on our investments in #uranium, #copper, #tin and #silver
$FIL.TO $NGEX.TO $LUN.TO $AFM.V $MLX.AX $ADT.AX tweet
X (formerly Twitter)
Brian Laks (@brianlaks) on X
Commodities are seeing increased interest with metal prices at multiyear highs:
https://t.co/3u1Zpa3kh3
Our Q1 letter gives an update on our investments in #uranium, #copper, #tin and #silver
$FIL.TO $NGEX.TO $LUN.TO $AFM.V $MLX.AX $ADT.AX
https://t.co/3u1Zpa3kh3
Our Q1 letter gives an update on our investments in #uranium, #copper, #tin and #silver
$FIL.TO $NGEX.TO $LUN.TO $AFM.V $MLX.AX $ADT.AX
Offshore
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Brandon Beylo
Somehow I feel like $U.UN will close lower tomorrow despite this news.
And yes, we are long.
#uranium
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Somehow I feel like $U.UN will close lower tomorrow despite this news.
And yes, we are long.
#uranium
“Wyoming has the uranium to replace Russian imports, and we’re ready to use it.” -ranking member @SenJohnBarrasso https://t.co/FLEGZXYQLW tweet
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Brandon Beylo
Here's one for all you uranium nerds.
Cameco $CCJ with a confirmed inverse H&S breakout today.
The pitch here is that if funds want uranium exposure, they really only have a few options: $U.UN, $YCA.L, and $CCJ.
Remember, it's all about fund flows.
#uranium https://t.co/DnQwszCPzH
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Here's one for all you uranium nerds.
Cameco $CCJ with a confirmed inverse H&S breakout today.
The pitch here is that if funds want uranium exposure, they really only have a few options: $U.UN, $YCA.L, and $CCJ.
Remember, it's all about fund flows.
#uranium https://t.co/DnQwszCPzH
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Brandon Beylo
Don't look now.
Global Uranium ETF $URA is breaking out of a 10YR base.
Probably nothing.
#uranium https://t.co/FZEkGqHZd6
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Don't look now.
Global Uranium ETF $URA is breaking out of a 10YR base.
Probably nothing.
#uranium https://t.co/FZEkGqHZd6
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Brandon Beylo
RT @marketplunger1: Don't look now.
Global Uranium ETF $URA is breaking out of a 10YR base.
Probably nothing.
#uranium https://t.co/FZEkGqHZd6
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RT @marketplunger1: Don't look now.
Global Uranium ETF $URA is breaking out of a 10YR base.
Probably nothing.
#uranium https://t.co/FZEkGqHZd6
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Offshore
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Brandon Beylo
I'm seeing a lot of negative/bearish sentiment around Uranium on here lately.
Fundamentals remain strong.
Technicals starting to look attractive, too.
$U.UN #uranium https://t.co/fch0RI1zYd
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I'm seeing a lot of negative/bearish sentiment around Uranium on here lately.
Fundamentals remain strong.
Technicals starting to look attractive, too.
$U.UN #uranium https://t.co/fch0RI1zYd
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