Sealand
opzeeland.bsky.social
Sealand
@opzeeland.bsky.social
Sector-agnostic strategist. Grounded in fundamentals, positioned through technicals, triggered by catalysts.

Soft spot for multilateral value creation.

#Nuclear Energy #Uranium Investment #Commodity Focused
Of course, that waste is not stored in sea containers, but in a highly reinforced facility under the ground.

In fact, the facility is so well built that the radiation WITHIN that facility,
is actually LOWER than the naturally present radiation on a random place above-ground

#Nuclear #Uranium
February 22, 2025 at 10:49 AM
Total nuclear waste for all of those 50+ years together?

Less than 1.5 sea containers in volume!

#Uranium #Nuclear
February 22, 2025 at 10:43 AM
As it's weekend, time for some fun facts:

To generate all electricity for 1 home for 1 year, one needs:

🔸A windmill to run at full speed for 41 minutes
OR
🔸800 kilograms of coal
OR
🔸Nuclear fuel pellet the size of half a sugar cube (!)

#Nuclear #Uranium
February 22, 2025 at 10:20 AM
Weekend snapshot:

👉 Current Spot Price $64.75
👉 $U.UN SPUT closed the week at £ 446.8, a discount of 8.41% to NAV
👉 $YCA Yellow Cake closed the week at C$ 20.83, a discount of 13.84% to NAV

Spot looks to be ontinuing a bottoming process. Looking forward to next week!

#Uranium #Nuclear
February 22, 2025 at 10:02 AM
Despite YCA / SPUT being down, the underlying spot market remains unchanged for the day, and looks to be continuing its bottoming process this week.

At current price levels, fundamentals commence supporting prices sooner rather than later.

#Uranium #Nuclear
February 21, 2025 at 8:28 PM
Cameco reports its 2024 Q4 results

Link to full news release:
www.cameco.com/sites/defaul...

#Nuclear #Uranium
February 20, 2025 at 12:10 PM
Though SPUT Sprott Physical Uranium Trust and YCA are down for the day, the actual Uranium Spot price continues its bottoming process #Uranium ⚛️🌐

Today's numbers from Numerco:
February 19, 2025 at 6:18 PM