Construction of the women’s shelter took out my powerline. so I’m running off the generator. There’s no heat and I can’t cook anything, but I can operate my hedge fund. Let’s have some hedge fun.
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Replying to @DanielleFong
This is a bet Congress is going to mandate North American uranium production after it dropped to zero in the pandemic. We consume 55 million pounds or 25% of world supply, normally produce only about 5%. I'm hearing UEC is the top contender to ramp production.
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Replying to @dcgiff
seems really far off from something i'd bet on. 90% of structures and companies are going to go under, uranium may not be in demand for some time, hard to build nuclear plants, and you don't want an open market for uranium due to dirty bombs and worse.
9:52 AM - 4 May 2020
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