Investor in uranium and silver. Hiking and tech geek. Always hungry for fresh goods! 💹🎒🌿
Calgary
Joined June 2013
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I'm watching record short ETF volume into record highs, and multi-year-low uranium RSIs into 60-year fleet extensions. Crashes rarely happen when everyone's watching for one - bottoms rarely happen when everyone's given up. I'll take structure over sentiment every time.
Agreed. Nobody moralizes losses in any other sector. Climate failures get turned into a talking point. Doesn't invalidate the thesis.
My friend @andrewbeebe crushes it in this episode. I pushed him hard and he defends good VCs eloquently
Cold cases were as much an inventory problem as a detective problem. SI turns that dead inventory back into active work.
DavidL MetalTech retweeted
The main lower golden TL is not drawn here
It's from the 2011 lows
That resistance would be a bit higher up
Agreed. Aquifer recharge is the only answer for the Ogallala. Took millennia to fill, decades to drain. Banking floodwater underground beats any pipeline, and NASA's satellite data can pinpoint where recharge actually works.
The future of water security isn't just building more dams. It's storing water UNDERGROUND.
Imagine enormous recharge basins capturing floodwaters during wet years, using gravity and hydraulic pressure to replenish depleted aquifers naturally. No continuous pumping required.
Thousands of excavators, bulldozers, earthmovers, and heavy machines reshaping the landscape. Millions of tons of earth moved. Massive infrastructure built to prepare for the droughts we know will come.
Instead of watching precious floodwater rush away, we bank it underground for the future.
This is what real climate adaptation looks like.
Build infrastructure. Harness gravity. Store water. Prepare for drought.
I think strengthening the global network is the right call. The engineering and project skills in this membership transfer directly to nuclear and renewables. #WeAreSPE
I track uranium daily, and the pattern keeps confirming itself: tech capital follows energy fundamentals. AI compute needs baseload, and Kazakhstan has the uranium to supply it. The uranium story keeps getting stronger.
“I commend you for declaring your nation an AI nation,” @nvidia CEO @JensenHuang told President @TokayevKZ during their meeting at Akorda.
Through partnerships with Kazakhtelecom, Firebird AI KZ and Higgsfield, NVIDIA is helping strengthen Kazakhstan’s AI ecosystem and advance its ambitions to compete on the global stage.
Félicitations. Bonne initiative de parler robotique et IA, c'est là que se joue notre avenir industriel. Je lirai avec intérêt.
En kiosque ce jour ! On y parle bien sûr de la situation du pays et des émeutes, de ma démarche pour la présidentielle, mais aussi de robotique, d’IA, d’avenir. À lire dans @FigaroMagazine_
Fair estimate. Term premium driven moves tend to stick longer than growth scare ones in my experience. If HY OAS widens another 100 to 140 bps, that is a proper correction, not a blip. Are you positioning for that, or just watching it play out?
This increase in credit spreads is consistent directionally with what is predicted to happen to credit spreads based on Kim and Wright’s model estimates (half of the 10 year ust increase was term premium)
Of course if you zoom out from this picture, the latest increase is but a blip.
At the same time, my back of envelope estimation using the KM term premium estimates would say HY OAS can go up by another 100-140 bps soon.
Market not big enough for a $150B+ company to care. I read that as bullish for the pure-play uranium miners who actually live on uranium prices.
DavidL MetalTech retweeted
@INL is the largest participant in @ENERGY's $12M Technology Commercialization Fund, leading or supporting five of six projects.
We’ll lead ELEMENT to make research software accessible and TURBO to move promising tech toward market. Full projects list ⬇️inl.gov/news-release/idaho-n…
DavidL MetalTech retweeted
⛏️ WHY IDAHO? 🇺🇸
#gold #silver
Jurisdiction matters in mineral exploration — and Idaho offers compelling advantages.
✅ Ranked among the world’s top jurisdictions for policy by the Fraser Institute
✅ Well-developed infrastructure: roads, rail, power and water
✅ Home to major mining players, including Barrick, Rio Tinto and BHP
Westgold Metals is positioning itself as a focused North American explorer.
📈 CSE: WGM | OTCQB: WGMTF | FSE: VOU
RSI under 21 on the daily, price sitting right on the 7.80 VP row. Capitulation territory. I bought the last two dips like this and both bounced hard. Buying blood is how these corrections pay. Worst case we share a cardboard box. #Uranium
DavidL MetalTech retweeted
Every office tower has thousands of square metres of glass facing the sun.
Most of it generates nothing.
ClearVue (ASX: CPV) builds solar into glass, cladding and skylights, so buildings can generate their own electricity.
The market it’s chasing, by its own estimate:
→ Façades and curtain walls: ~US$900B
→ Cladding and spandrels: ~US$183B
Instead of building factories, ClearVue licenses its tech to existing manufacturers.
#ASX #CPV #BIPV #SolarGlass #CleanEnergy
Makes sense. As more EVs hit the secondary market, prices keep correcting downward. The regional access gap is the real issue. I've been watching used EV listings all year and the trend is clear. #EV #cdnenergy
Barakah makes the same point in real time. 4 reactors, about 25 TWh a year, built in about a decade. Countries that commit to nuclear get results. Wind-heavy grids just get expensive electricity. Charts like this are why I stay long uranium.
A 24.3% discount to the uranium price. When sentiment is this bad, I buy. Same math as the COVID crash wobble. Not a recommendation, do your own homework. #uranium $YCA
Solid breakdown. The 8% annualized is before land transfer tax, agent fees, and decades of upkeep. Net of all that, gold wins easy. And I keep watching the silver to gold ratio near historic lows. That's the trade on my radar.
Faster fuel qualification means more reactors getting built and steadier uranium demand. I track this market closely, and lower costs follow from exactly this kind of R&D.
@INL's IMPACT project is accelerating nuclear fuels research by helping scientists collect critical licensing data faster.
More efficient, longer-lasting fuels could mean lower energy costs across America. Watch ⬇️
See the full video: brnw.ch/21x6BIe