Philip Neate
@philipneate.bsky.social
Semi retired Financial Services Director, entrepreneur, Uranium researcher & investor. Never giving advice just my personal observations
Have a great relaxing holiday John 🚶♂️➡️🚶♀️➡️Hopefully when you come back we will be back in the stratosphere and on the way to another ATH 😉🤠
April 20, 2025 at 6:10 PM
Have a great relaxing holiday John 🚶♂️➡️🚶♀️➡️Hopefully when you come back we will be back in the stratosphere and on the way to another ATH 😉🤠
Great interview so encouraging for retail investors & I have been in this since 2016. It’s very hard to see investments pull back despite unbelievable fundamentals, Dustin provides clear rationale for lack of contracting & uncertainty facing utilities. Nice to hear from the expert. Well done Matt 👍
April 19, 2025 at 7:01 PM
Great interview so encouraging for retail investors & I have been in this since 2016. It’s very hard to see investments pull back despite unbelievable fundamentals, Dustin provides clear rationale for lack of contracting & uncertainty facing utilities. Nice to hear from the expert. Well done Matt 👍
This is like history repeating itself, the last Section 232 took so long way past the 180 day response time and had no effect. Unfortunately IMO this just pushes the boat out further from the U.S. supporting miners. The next lift in sentiment will be supply shortfalls watching $KAP and SPOT 😉
April 16, 2025 at 7:03 AM
This is like history repeating itself, the last Section 232 took so long way past the 180 day response time and had no effect. Unfortunately IMO this just pushes the boat out further from the U.S. supporting miners. The next lift in sentiment will be supply shortfalls watching $KAP and SPOT 😉
They have made the same comment the last couple of years and that some utilities will not be able to fill contracts.
April 15, 2025 at 3:19 PM
They have made the same comment the last couple of years and that some utilities will not be able to fill contracts.
No doubt in my mind $SPUT has a plan, what if they raised at Premium and then bought #Uranium pounds with the raise at a 10% discount, SPOT prices would rapidly rise and all share holders would reap the benefit 🤔. This would be a very attractive raising and I would definitely participate.
April 15, 2025 at 6:08 AM
No doubt in my mind $SPUT has a plan, what if they raised at Premium and then bought #Uranium pounds with the raise at a 10% discount, SPOT prices would rapidly rise and all share holders would reap the benefit 🤔. This would be a very attractive raising and I would definitely participate.
When the rebound occurs Uranium stocks will be at the front of the Que, the SPOT and LT prices endorse the thesis supply is critical and utilities will have to contract it’s not if but when, we are going to migrate upstream matching the substantial increases we have already seen downstream 🤠
April 6, 2025 at 8:51 PM
When the rebound occurs Uranium stocks will be at the front of the Que, the SPOT and LT prices endorse the thesis supply is critical and utilities will have to contract it’s not if but when, we are going to migrate upstream matching the substantial increases we have already seen downstream 🤠
Great for Lightbridge also $LTBR under a good MOU with Oklo 😉
March 26, 2025 at 10:30 AM
Great for Lightbridge also $LTBR under a good MOU with Oklo 😉
Great news for $Lightbridge $LTBR with whom they signed an MOU in January 2025 👍
March 25, 2025 at 7:09 AM
Great news for $Lightbridge $LTBR with whom they signed an MOU in January 2025 👍
Good news for Lightbridge $LTBR where both companies signed an MOU announced 28th Jan 2025 😉👍
March 24, 2025 at 5:13 PM
Good news for Lightbridge $LTBR where both companies signed an MOU announced 28th Jan 2025 😉👍
Wow a 2 year delay huge, that’s really under the radar. $NXE Ieaves a lot of questions in terms of delivery, funding & those offtake agreements. Uts were relying on NXE to deliver as $CCJ Cigar Lake & $KAP run down. Miners always delay but to delay this early does not bode well for a 2031 delivery!
March 10, 2025 at 1:45 PM
Wow a 2 year delay huge, that’s really under the radar. $NXE Ieaves a lot of questions in terms of delivery, funding & those offtake agreements. Uts were relying on NXE to deliver as $CCJ Cigar Lake & $KAP run down. Miners always delay but to delay this early does not bode well for a 2031 delivery!
Patience, the demand pendulum is beginning to swing significantly higher 🤠
March 2, 2025 at 7:43 PM
Patience, the demand pendulum is beginning to swing significantly higher 🤠
I have been enjoying higher highs each year and I have been invested since 2016. I expect this year to to see the same. Like others when I am up 300% or more I take profits and reallocate some to other #Uranium stocks. Good luck with your investments
February 28, 2025 at 8:56 AM
I have been enjoying higher highs each year and I have been invested since 2016. I expect this year to to see the same. Like others when I am up 300% or more I take profits and reallocate some to other #Uranium stocks. Good luck with your investments
Agreed SPOT really is not relevant as LT contracts have remained firm around $81 but it does drive sentiment. No doubt we will see higher highs 😁
February 28, 2025 at 8:21 AM
Agreed SPOT really is not relevant as LT contracts have remained firm around $81 but it does drive sentiment. No doubt we will see higher highs 😁
$KAP production peaking in 2 years is a pretty worrying scenario when operating demand is accelerating at unprecedented levels. No way the gap can be filled until new mines are incentivised. Current miners especially in USA, CAD, will boom and those near term developers $NXE $DNN $PDN
February 28, 2025 at 6:05 AM
$KAP production peaking in 2 years is a pretty worrying scenario when operating demand is accelerating at unprecedented levels. No way the gap can be filled until new mines are incentivised. Current miners especially in USA, CAD, will boom and those near term developers $NXE $DNN $PDN
Just look at EDF results
February 28, 2025 at 5:31 AM
Just look at EDF results
😂😂😂 I would suggest he speaks to President Macron, 75% of power is Nuclear in France and they certainly support many country’s when requiring base line power, especially Germany!
February 28, 2025 at 4:51 AM
😂😂😂 I would suggest he speaks to President Macron, 75% of power is Nuclear in France and they certainly support many country’s when requiring base line power, especially Germany!
Not much I can say except it’s one of my favorite LT holdings. Investing in the future is hard. SPOT price increase will help a lot after all they are one of the USA largest producers of #Uranium, equally I like the RE combination, they are a unique miner
February 27, 2025 at 10:04 PM
Not much I can say except it’s one of my favorite LT holdings. Investing in the future is hard. SPOT price increase will help a lot after all they are one of the USA largest producers of #Uranium, equally I like the RE combination, they are a unique miner
The charts of #Uranium stocks are totally geared to SPOT price, you can see it ever since the beginning of last year. SPOT drives sentiment, but it will change because LT contract supply will not be available for all, $KAP $CCJ have all warned. Patience is hard but prices will rise to upstream #U308
February 27, 2025 at 9:59 PM
The charts of #Uranium stocks are totally geared to SPOT price, you can see it ever since the beginning of last year. SPOT drives sentiment, but it will change because LT contract supply will not be available for all, $KAP $CCJ have all warned. Patience is hard but prices will rise to upstream #U308
Unfortunately you are right, unless you are an experienced trader you have to rely on your research, trust the fundamentals, be patient and the tide always turns and often at higher highs. But it’s hard during the volatility 😉
February 27, 2025 at 9:12 PM
Unfortunately you are right, unless you are an experienced trader you have to rely on your research, trust the fundamentals, be patient and the tide always turns and often at higher highs. But it’s hard during the volatility 😉
It’s definitely one to put in the bottom draw. IMO this will be an amazing stock when the #Uranium price reaches levels of $120 as forecast by major banks and analysts whether that is 2025 or 26. The RE are icing on the cake both critical US commodities
February 27, 2025 at 9:02 PM
It’s definitely one to put in the bottom draw. IMO this will be an amazing stock when the #Uranium price reaches levels of $120 as forecast by major banks and analysts whether that is 2025 or 26. The RE are icing on the cake both critical US commodities
Interesting observation, I was quite pleased to see this as i could see no bad news #Uranium always seems to be more volatile both on the way down but equally on the way up 😉
February 27, 2025 at 8:58 PM
Interesting observation, I was quite pleased to see this as i could see no bad news #Uranium always seems to be more volatile both on the way down but equally on the way up 😉
That is a really fair assessment, sentiment is more powerful than any fundamentals, I agree also the tide can turn equally as fast and if investors like me look at the LT you just have grin and bear it 😀
February 27, 2025 at 8:52 PM
That is a really fair assessment, sentiment is more powerful than any fundamentals, I agree also the tide can turn equally as fast and if investors like me look at the LT you just have grin and bear it 😀