Thanks for the great write up... Just wished you hadn't said this part "The best part is, it's almost a certain thing..."...... As much as I'm super Long/Bullish I hate to tempt fate & say it out loud :)
Thanks for your note, Paddy. Did you see the deficit chart I posted in my earlier piece on uranium (link below)? A projected shortage of 95 million pounds by 2034. "Almost a certaintity" is exactly how it feels, though I do take your point about tempting fate :). Glad you enjoyed the piece.
I did indeed !! And I would tend to agree that the deficit will blow out. Mining is a sh1tty business & inflation & labour not to mention unforeseen (acid) issues should all help the bull thesis along the way... I'm just a believer that the market gods will slap me if I get too cocky , lol. Great post - keep 'em coming !!
America has Already Collapsed: People Just Haven't Figured it Out Yet
https://open.substack.com/pub/blackboxpolitics/p/america-has-already-collapsed?r=99p96&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Thanks for the great write up... Just wished you hadn't said this part "The best part is, it's almost a certain thing..."...... As much as I'm super Long/Bullish I hate to tempt fate & say it out loud :)
Thanks for your note, Paddy. Did you see the deficit chart I posted in my earlier piece on uranium (link below)? A projected shortage of 95 million pounds by 2034. "Almost a certaintity" is exactly how it feels, though I do take your point about tempting fate :). Glad you enjoyed the piece.
https://www.crisisinvesting.com/p/its-still-early-days-for-yellowcake
I did indeed !! And I would tend to agree that the deficit will blow out. Mining is a sh1tty business & inflation & labour not to mention unforeseen (acid) issues should all help the bull thesis along the way... I'm just a believer that the market gods will slap me if I get too cocky , lol. Great post - keep 'em coming !!
Great points. And agreed. Will do!