Husband, Father, Businessman, Mountain Biker
Pembroke Pines, FL
Joined February 2012
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Peter Loucks retweeted
🧑🏫BTW.. if U are new to the #Uranium sector👶 there is a stock purchasing pattern that U should be aware of🛍️ which is a 2-pronged approach by traders & institutional investors with respect to investing in the Sprott Physical #Uranium Trust:
Step 1 - they load up on shares of uranium producers, developers and explorers to the desired weights in their portfolio📂⛏️🏭🧑🏭🛒
Step 2 - they then pile into #SPUT to drive its share price higher, eliminate the discount to NAV and turn on SPUT's ATM🏧💵 so it can begin raising more cash to buy more drums of U3O8🛢️☢️🛒
📈The Spot price then rises as SPUT purchases more Spot U3O8, which then triggers a rally in the share prices of the producers, developers and explorers they already hold in their portfolio, driving up their U stocks portfolio.⬆️💰⚛️⛏️📂😊
That's been the pattern over the past 5 years, and one reason why U often see U stocks rally strongly while SPUT lags behind.🐌 As well, some investors use SPUT as a lower risk place to hold their cash, then sell their SPUT shares when the U sector rallies so they can use the cash to purchase higher risk companies with more torque to the Spot price. That also tends to hold SPUT back until that rotation is over.... so U know!😉
Peter Loucks retweeted
This is where fortunes are built in commodity cycles.
When quality names like Cameco ($CCJ), NexGen ($NXE), and Denison ($DNN) are sitting 40% to 50%+ off their peaks despite the structural #nuclear supply deficit growing wider every month, emotional retail sellers are handing over institutional-grade entry setups.
This is the classic "Get Right and Sit Tight" phase:
🔵Fundamentals haven't changed: Tech buildouts, grid baseload demands, and nuclear reactor restarts are locking in multi-year #uranium demand that supply simply cannot fulfill.
🔵Technicals tell you HOW to enter: You don't jump in with all your capital at once. You use wave structure and technical levels to scale in systematically through the drawdowns.
🔵Capital discipline: Cyclical washouts shake out impatient daytraders so patient, long-term capital can position ahead of the next structural wave up.
When high-conviction assets get deeply oversold without a change in the core macro thesis, you don't panic. Map your risk, scale in calmly, and let time do the heavy lifting.
There isn’t a #uranium developer or producer that hasn’t taken a serious hit from its 5-year highs.
I know 90% of investors don’t want to hear this, but this could be the opportunity.
I feel for investors who are deeply underwater. I’ve been through these brutal cycles several times in my career, and you learn a few things along the way.
In my opinion, uranium equities look deeply oversold, with no single obvious reason justifying the scale of the sell-off.
Could they fall further? Of course.
But I’m taking my chances and scaling in little by little.
Not financial advice. Just my opinion.
Peter Loucks retweeted
Imagine what all in actually capex per lb costs would be if they had to find and develop the asset today and expect a reasonable IRR for doing so.
$200/lb is needed. Rushing uranium projects into production to be a money burning, asset depleting ‘producer’ makes zero sense.
Yet management teams rushed restarts and argued they’d make money.
Peter Loucks retweeted
The entire industry needs to get aggressive with their contracting and demand not just floors but better indexing to inflation and power prices
Peter Loucks retweeted
⚡️As of end-July 2026, #China had a total of 120 #Nuclear units in operation or approved for construction, with combined installed capacity of 135 GW, ranking first globally in overall scale.🇨🇳⚛️🏗️👷 Multiple technology pathways—including the Hualong One, high-temperature gas-cooled reactors, fast reactors, and small modular reactors (SMRs)—are advancing in parallel"🤠🐂 #Uranium 🌊🏄
🇨🇳⚛️📈#China's #Nuclear power sector rallied today against the market🔀 as global forecasts rise🪁 and China calls for green, low-carbon industry expansion, making nuclear "indispensable baseload power" for this green transition.🌲🤠🐂 #Uranium 🌊🏄 finance.biggo.com/news/273f3…
Peter Loucks retweeted
🚨In his latest Speculator's Digest📄 Lobo @DueDiligenceGuy Tiggre lays out why he's taking advantage of the "mistakes" being made by bored investors🥱 & those with #AI tunnel vision🤖👀 to go shopping again for #Uranium #mining #stocks at deep discount prices.🎁⚛️⛏️♈️🛒🐺 independentspeculator.com/sd…
Peter Loucks retweeted
👨🏫For the past month the #Uranium sector has been caught in a broad 'risk off' trade😱 that's hammered #mining #stocks... gold, silver, copper, rare earths, lithium⛏️⤵️🗑️ as US Treasury yields soaring to 24 year highs triggered a flight to the safety of cash💵🦺 while U prices remained rock solid.💲🪨
U need to understand that the U space is tiny🦐 and far less liquid than other metals & energy sectors🧊 which creates far higher share price volatility🎢🔃 that can be strongly decoupled from the commodity price🔀 and the extremely bullish #Nuclear demand vs supply fundamentals that are the best they've been in decades!🌊⚛️📰🐂🏄
Traders and institutional investors tend to put their Uranium positions into the same basket as other metals & mining🧺⛏️ and in their Energy basket too🧺🛢️☢️ so when they head for the exits and start redeeming their baskets of stocks, funds and ETFs, it has an especially oversized impact on U stocks in an indiscriminate dumping into the market👶🛁⤵️🚽 that is divorced from extremely bullish U sector & company fundamentals and unchanged asset values.💎🐂🙈
This "sell first, ask questions later" action by traders is what creates these extreme share price swings⏬🎡 that, for those with cash looking to position into the best opportunity there is today across the commodities space, is an answer to prayers for some🙏😇 and a gut punch to others.🥴💥🥊
It's important to understand when it's macroeconomic factors and geopolitical events that are wreaking havoc in the markets and driving down share prices for no real fundamental reason.🤔 That is exactly what contrarian investors are looking for as it creates deeply asymmetric buying opportunities where the downside risk is small⬇️ compared to the many multiples of upside potential that beaten down U stocks hold!⏫⏫🎁😊 Wishing U good luck with your trades!☘️🛒🤠🐂
Peter Loucks retweeted
Good takes here. I'll also add that utility inventory building is expected as the commodity becomes more scarce and higher cost. Utility inventories were minimal when uranium was abundant and cheap.
😱A lot of #Uranium investors appeared to be freaked out by the extremely misleading headline in this post last week about US inventories being at a 39-year high🇺🇸⚛️⛽️ according to the US EIA's September Energy Review.📄👇Let's discuss!👨🏫
Back in July the EIA released its 2025 Uranium Marketing Annual Report: eia.gov/uranium/marketing/
It reported that inventory held by owners/operators of US #Nuclear reactors rose a modest 3M lbs in 2025 to 118M lbs, which includes everything from drummed U3O8 to converted UF6, enriched Uranium product (EUP) and final fabricated fuel assemblies ready to be loaded into reactors.
It also reported that inventory held by suppliers, which includes brokers, traders, converters, enrichers, fabricators and producers, rose 10.9M lbs in 2025 based on the EIA survey sent out to all those participants. ConverDyn also reports drummed U3O8 and converted UF6 in storage at their facility, which includes material owned by the Sprott Physical Uranium Trust (SPUT), Yellow Cake PLC, hedge funds and other funds & financial players that are buying material in the Spot market. That material is being counted as "supplier inventory" even though it may be unavailable to US utilities as fuel, being held as strategic investments, won't be sold until higher U prices arrive, or may be set aside by producers for an upcoming delivery. The EIA doesn't know what the purpose is behind each participant's held inventory so it just rolls it all into one data point!
It also seems clear from the report that there were lower than usual reactor fuel reloads in 2025, which means that inventory held by reactor owners/operators is higher heading into 2026 simply due to timing of the next fuel loads.
The other thing that the EIA report does not do is forecast future demand in their uncovered requirements data. Nuclear utilities don't include uprates, restarts and life extensions in their survey response. They only indicate their most conservative requirements for their currently operating reactors and the supply contracts that are in place to cover them. SMR fuel requirements, reactor uprates, life extensions, restarts and new reactor builds get added on top, which means that the EIA's estimate of 186M lbs of uncovered requirements to 2035 may be multiples less than what will actually be required over the next decade as the US Nuclear Renaissance ramps up.⚠️
Also keep in mind that this data was released way back in July so the market has already had 3 months to digest it and adjust expectations. This is NOT new information coming as some big surprise. It's old news and already stale.🍞
Finally, the EIA reports in their September Energy Review that the burn rate for Uranium fuel in 2025 was higher than 2024, 2023, 2022 and 2021, steadily increasing each year as fewer reactors are being shut down and more are being life extended. Naturally there will be an increase in inventories held by reactor owners/operators as more fuel is being consumed each year. Data from the first 6 months of 2026 indicate that the burn rate in 2026 will be higher than 2025.📶⚛️⛽️
Bottom line... don't be fooled by headlines that don't tell U the whole story!🃏 Good luck!🤠🐂
Peter Loucks retweeted
😱A lot of #Uranium investors appeared to be freaked out by the extremely misleading headline in this post last week about US inventories being at a 39-year high🇺🇸⚛️⛽️ according to the US EIA's September Energy Review.📄👇Let's discuss!👨🏫
Back in July the EIA released its 2025 Uranium Marketing Annual Report: eia.gov/uranium/marketing/
It reported that inventory held by owners/operators of US #Nuclear reactors rose a modest 3M lbs in 2025 to 118M lbs, which includes everything from drummed U3O8 to converted UF6, enriched Uranium product (EUP) and final fabricated fuel assemblies ready to be loaded into reactors.
It also reported that inventory held by suppliers, which includes brokers, traders, converters, enrichers, fabricators and producers, rose 10.9M lbs in 2025 based on the EIA survey sent out to all those participants. ConverDyn also reports drummed U3O8 and converted UF6 in storage at their facility, which includes material owned by the Sprott Physical Uranium Trust (SPUT), Yellow Cake PLC, hedge funds and other funds & financial players that are buying material in the Spot market. That material is being counted as "supplier inventory" even though it may be unavailable to US utilities as fuel, being held as strategic investments, won't be sold until higher U prices arrive, or may be set aside by producers for an upcoming delivery. The EIA doesn't know what the purpose is behind each participant's held inventory so it just rolls it all into one data point!
It also seems clear from the report that there were lower than usual reactor fuel reloads in 2025, which means that inventory held by reactor owners/operators is higher heading into 2026 simply due to timing of the next fuel loads.
The other thing that the EIA report does not do is forecast future demand in their uncovered requirements data. Nuclear utilities don't include uprates, restarts and life extensions in their survey response. They only indicate their most conservative requirements for their currently operating reactors and the supply contracts that are in place to cover them. SMR fuel requirements, reactor uprates, life extensions, restarts and new reactor builds get added on top, which means that the EIA's estimate of 186M lbs of uncovered requirements to 2035 may be multiples less than what will actually be required over the next decade as the US Nuclear Renaissance ramps up.⚠️
Also keep in mind that this data was released way back in July so the market has already had 3 months to digest it and adjust expectations. This is NOT new information coming as some big surprise. It's old news and already stale.🍞
Finally, the EIA reports in their September Energy Review that the burn rate for Uranium fuel in 2025 was higher than 2024, 2023, 2022 and 2021, steadily increasing each year as fewer reactors are being shut down and more are being life extended. Naturally there will be an increase in inventories held by reactor owners/operators as more fuel is being consumed each year. Data from the first 6 months of 2026 indicate that the burn rate in 2026 will be higher than 2025.📶⚛️⛽️
Bottom line... don't be fooled by headlines that don't tell U the whole story!🃏 Good luck!🤠🐂
U.S. URANIUM INVENTORIES JUST HIT A 39-YEAR HIGH
THE 2025 LEDGER
· Year-end commercial stocks reached 170.0M lb U3O8e, the most since 1986.
· Uranium loaded into U.S. reactors fell to 40.9M lb, the lowest since 1998.
· Purchased imports fell to 30.4M lb, the lowest since 1993.
That's about four years of 2025 loadings, the deepest cover in EIA data back to 1991. Yet $CCJ reports long-term prices at decade highs and plans lower 2026 deliveries, citing contracting discipline. Utilities still have 186M lb unfilled through 2035.
How much is truly spare?
$URA $URNM
Peter Loucks retweeted
I’m thrilled by the enthusiasm for nuclear energy in the U.S.
President Trump’s goal of expanding American nuclear energy is being celebrated across party lines and generations—especially among young Americans.
This is the American nuclear renaissance in action.
Peter Loucks retweeted
Solana’s Alpenglow Upgrade Scheduled for October 21, Finality cut from 12.8 seconds to 150ms.
Peter Loucks retweeted
⚡️Bank of America project a +45% higher Spot #Uranium in 2027 to near $130⏫💲🛢️☢️ with Cameco $CCJ as their Top Pick with its dual exposure to both #U3O8 prices⛏️ and a global #Nuclear build-out⚛️🏗️👷 thru its 49% stake in Westinghouse with BUY Rating & US$133 Price Target🎯🤠🐂
BofA Bets On Copper And Uranium As Higher Rates Put Gold Under Pressure zerohedge.com/commodities/bo…
Peter Loucks retweeted
GRAPHENE
"We make the best graphene in the world"
Derisked Market Opportunity !
Graphene is a "miracle" material 200X stronger than steel, lighter than aluminum and 20X more conductive than copper
Kerry Landis Hydrograph (HGRAF) Director AND owner of 10 Million Hydrograph shares
Kerry Landis has 40 years in nuclear safety, a U.S. Navy nuclear submarine command, and a seat on HydroGraph’s board.
Kerry Landis wrapped up his presentation Saturday at MIF 2026, with this…
"So as an investor, let me ask you one question… Do you want to buy stock in a company that before or after large purchase orders begin. Before revenue begins to expand at 80% profit margin. Before the NASDAQ listing where more potential investors come on. Before we announce the contract that we’re near term for an acetylene and oxygen supplier. Before we begin the large production facility where we will put tens if not hundreds of Hyperion units. Before we scale up production to begin in earnest? This is one of the best investment opportunities of the decade."
Peter Loucks retweeted
We have a plan to build a nuclear future in Saskatchewan.
Saskatchewan is a global leader in uranium production and industry leaders like Cameco are recognizing the important role nuclear energy will play in our province's future.
Together, we're building a more reliable, secure, and sustainable energy future for generations to come.
Peter Loucks retweeted
OMG!😲 Shareholders of world's largest #Uranium producer Kazatomprom $KAP have rejected a massive proposed #U3O8 supply deal with #Russia (88.34% abstained!🎆) forcing Russia to secure its #Nuclear fuel elsewhere in the Uranium market.🌍🛒🇷🇺 A similar size supply deal with China’s SNURDC was approved by 88.63%! Unbelievable!🤯 🤠🐂 kz.kursiv.media/en/2026-10-0…
Peter Loucks retweeted
🚨 #Uranium’s Newest Upswing About More Than Prices – #Nuclear Fuel Market May Be Entering A New Phase⚛️⛽🔥🚀🤠🐂 24/7 #CarbonFree #CleanEnergy #NetZero #EnergySecurity #RideTheWave 🌊🏄 benzinga.com/partner/etfs/sp…
