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Denison Mines Corp. (DNN)

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1,0500-0,0400 (-3,67%)
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  • N
    Napalm
    It keeps getting better and better!!

    Yellow Cake today:

    "Due to strong investors demand, the company agreed with the joint Bookrunners to increase the size of the Fundraise to approximately USD140 million from approximately USD110 million originally proposed"

    ==> THOSE ADDITIONAL 30 million USD WILL BE USED TO BUY U3O8 IN THE MARKET (From other places then Kazatomprom ==> meaning from spotmarket!!!)

    For more information on this look at my post of yesterday

    $CCJ $DNN $UUUU $URG $PALAF

    Cheers
  • N
    Napalm
    PHASE2!!!

    Yellow Cake just announced its intention to raise a minimum of 110 million USD to purchase at least 3,5M lbs of physical uranium under agreement with Kazatomprom at a price of 28,95$/lb

    That's 3,5M lbs less for utilities!

    Next Uranium Participation...

    After that Phase3...

    And maybe a repeat of phase2 next year

    $NXE $CCJ $DNN $UUUU $URG

    Cheers
  • N
    Napalm
    It's funny to see that some short term investors get scared from premarket data.

    Premarket data is an easy way to manipulate sentiment of daytraders :-)

    But when you take the time to understand the uranium market, you laugh at this stage.

    Why?

    The uranium market is a very tiny sector to invest in and at this moment professional investors want to take position in several uranium companies (phase1). But they want to invest big amounts and that's not so easy in a tiny sector.

    So let's scare retail investors in the premarket to create volume in favor of professional investors.

    Dear retail investor, your positions can go 20% - 30% lower in the coming weeks/months, but it could also go 30% higher all of a sudden (in one trading day) when:
    ⁃ big positions are taken;
    ⁃ shorters buy the shares needed to give those shares back that they borrowed to be able to short earlier;
    ⁃ the U3O8 price all of a sudden starts to increase fast (phase2 and phase3, Cameco, Orano, Kazatomprom buying U3O8)

    Those short term fluctuations don't matter if you look at the multi-bagger potential in the coming years

    $NXE $DNN $CCJ $UUUU $URG
    Paladin Energy, Peninsula Energy, Boss Resources, Fission Uranium Corp, Goviex Uranium, Global Atomic, UEX Corp, Forsys Metals,...

    Cheers
  • N
    Napalm
    Phase1: buy stocks (and derivatives) of uranium companies

    Phase2: buy a lot of Uranium Participation and Yellow Cake to push the share price above their NAV ==> Uranium Participation and Yellow Cake buy more U3O8 (and UF6 for Uranium Participation) ==> U3O8 price goes higher

    Phase3: buying U3O8 directly in the spotmarket ==> U3O8 price goes even higher ==> U3O8 price through carry traders becomes more expensive then U3O8 through LT contracts ==> utilities are forced back to the negotiation table for LT contracts!

    That's what is planned by professional commodity investors (based on 2 sources in December/January)

    Buy and hold!

    Don't try to swingtrade your uranium positions for short term small gains (small = a couple of 10%'s gains), because you will be taken by surprise by:
    - the massive inflow of new money in a very tiny sector to invest in (new retail investors and funds);
    - phase 1, phase 2, phase 3

    $DNN $NXE $UEC $UUUU $URG

    Cheers
  • J
    J
    $DNN conversation
    $DNN Uranium is a very important element because it provides us with nuclear fuel used to generate electricity in nuclear power stations. It is also the major material used in nuclear reactors that run naval ships and submarines. The extreme weather conditions in central U.S and Texas being the epicenter causing power outages and a a spike in electricity use and cost over 9k mw/hr or $9 kw/hr and demand for uranium will continue to rise.
  • N
    Napalm
    $UUUU $URG $DNN $NXE $UEC

    Higher low to another higher low to another higher low...

    The uranium sector is only at the beginning of a multi year bull run.

    A lot of many long term multi-baggers in this sector from the stock prices of today

    Cheers
  • N
    Napalm
    $UUUU $DNN $URG $NXE

    Dear uranium bulls,

    If you want to make it more difficult for hypothetical shorters to short the companies you are invested into, just put a sell order on your position at a very high sell price so that your broker can't borrow your shares to shorters (most of the time, it depends on the internal rules).

    For instance:

    UUUU: a sell price above 15$
    DNN: a sell price above 5$
    URG: a sell price above 4$
    NXE: a sell price above 15$

    and you will be fin for a couple of weeks

    Just a suggestion from a long term uranium bull

    Cheers
  • N
    Napalm
    $DNN $UUUU $PALAF $UEC $URNM

    The massive buying of call options for Denison at a strike price of 2,50USD, while the stockprice is at +-1,25USD today, is one of the possibilities for professional commodity traders to secure an acceptable entry point for a big uranium position in Denison mines (Phase1 --> look at my post "Phase1, Phase2, Phase3")

    I would not be surprised to see that same strategy appear for other uranium companies

    Cheers
  • P
    Prajwal
    $ABEPF conversation
    Happy weekend everyone, make sure to enjoy yourself. Lots of new investors have popped up in the last few weeks so make sure you take this time to do some real DD on shares you're going to buy. This message board is NOT an indicator of long term trends. Long term is ALWAYS better than short term, you dont lose your money until you sell.

    A few tips:
    - Never buy shares at open as the day traders take out their profit, the stock price will eventually dip
    - Watch a stock for a few days before you buy
    - When buying more shares in a "dip" make sure you buy little amounts often
    - Do your own DD (research)
    - Only buy what you can afford
    - When investing in a sector, grab a range of shares from different companies

    $CTRM $HCMC $GHSI $SNDL $LTMCF $ABEPF $DNN

    Please like this message so that many can read this.
  • N
    Napalm
    Short term contracts through Carry traders will most probably be more difficult in the coming years + additional production distruction

    Carry traders get their uranium mainly from the spot.

    Important uranium producers of the spot decreased their supply to the spot (Uranium One due to Covid 19 shutdowns in Kazakhstan (99,70% of Uranium One production comes from JV's in Kazakhstan!)), or even stopped supplying the spot and became net buyers on the spot (Kazatomprom (new policy of the company)).

    Other uranium producers are net buyers on the spot since +-2017 (UR-energy), since early 2018 (Cameco, Peninsula Energy, ...)

    And based on the mining portfolio of Orano and the uranium loan of +- 5million pounds they made when McArther River was put in care-and-maintenance, I presume Orano also became net buyer on the spot (but that last point is an own interpretation of the situation of Orano, the rest are published facts)

    In the meantime the supply to the spot from the Ranger mine ended early 2021 and Olympic Dam cancelled the idea to increase their production in the future (uranium as a by product for the spot).

    Rossing Mine in 2019: 75% of production solde through LT contracts and 25% to the spot. But after the successful acquisition of Rossing mines by CNNC (25 July 2019) those 25% that went to the spot in the past, will most probably go to CNNC now to supply their existing reactors and future new reactors... Again, uranium supply that will cease to supply the spot (imo)

    Other recent uranium production decrease was:

    December 7, 2020: uranium production suspended in all 3 Ukrainian uranium mines of VostokGOK and possible bankruptcy in the coming months --> an additional loss of 2 million pounds of annual production in 2021

    In the meantime, more and more existing uranium mines are getting depleted, next:
    - Cominak (Orano, Niger, closure March 2021 --> 3million pounds of annual production disappearing)
    - Ranger (ERA, Australia, closure January 2021, more then 4 million pounds of annual supply to the spot that disappeared in the January 2021)

    Carry traders need uranium producers for their uranium needed to honor their supply contracts. Kazatomprom was very clear early 2020: "We are not supplying the spot anymore."

    Tik tok tik tok carry traders
    And by consequence tik tok tik tok utilities...

    $CCJ $UUUU $URG $DNN $PALAF

    We are at the beginning of a multi-year bull run in the uranium sector and more and more investors are starting to notice that.

    Buy and hold for the coming months and couple of years (2 to 5y, but it could all of a sudden happen much sooner)

    Look at my other post about phase1, phase2, phase3

    Cheers
  • c
    chris
    $DNN conversation
    https://www.youtube.com/watch?v=THbXINrxYrk&feature=youtu.be

    AROUND 28 MIN.. $DNN backed by one of the biggest Switzerland family in the world.
    Best Uranium Stocks for 2021 GRADED by Rick Rule! | URANIUM SHORT SQUEEZE?
    www.youtube.com
  • P
    Prajwal
    $HCMC conversation
    Happy weekend everyone, make sure to enjoy yourself. Lots of new investors have popped up in the last few weeks so make sure you take this time to do some real DD on shares you're going to buy. This message board is NOT an indicator of long term trends. Long term is ALWAYS better than short term, you dont lose your money until you sell.

    A few tips:
    - Never buy shares at open
    - Watch a stock for a few days before you buy
    - When buying more shares in a "dip" make sure you buy little amounts often
    - Do your own DD (research)
    - Only buy what you can afford
    - When investing in a sector, grab a range of shares from different companies

    $CTRM $HCMC $GHSI $SNDL $LTMCF $ABEPF $DNN

    Please like this message so that many can read this.
  • N
    Napalm
    TradeTech consultant estimated in 2019 (if everything goes as planned with the projected global uranium production in the future (no mining interruption etc...)):
    - Annual demand rise from +-190 million pounds U3O8 in 2019 to 220 million pounds in 2030,
    - while global maximum annual production of all existing U3O8 mines (all active mines and all existing mines in care and maintenance together) will decrease +- 45 million pounds annual production from 2020 to 2030 due to depleted mines (Ranger and Cominak in 2021, Cigar Lake in 2029, Langer Heinrich in 2030/2031 (if they start producing again in 2023), ...)

    ==> that's a gap of 75 million pounds of annual production needed that has to come from new future mines = more then 4 times the annual production of Cigar Lake = 1,5 times the total annual production of Kazakhstan (Kazatomprom and all JV partner production) = 2,5 times the total annual production attributed to Kazatomprom!!!

    --> even if McArther River, Honeymoon, ... start mining again and kazatomprom starts to produce at full capacity again after 2022, we will still need to fill a gab of 75 million pounds of annual production. --> Conclusion: projects in development like the one of Denison mines, Goviex Uranium, ... will be needed!

    And remember: Going from a deposite discovery to a producing mine takes several years, but going from an uranium deposite discovery to a producing uranium mine takes a couple years longer.

    ==> Not enough new production will be ready on time to fill that gab! ==> Price discovery is coming! The shortage is inevitable and will last for at least a couple of years

    $CCJ $UUUU $URG $DNN $NXE ...

    Uranium etf's : URNM etf, HURA etf, URA etf
  • N
    Napalm
    Fase1: buy stocks (and derivatives) of uranium companies

    Fase2: buy a lot of Uranium Participation and Yellow Cake to push the share price above their NAV ==> Uranium Participation and Yellow Cake buy more U3O8 (and UF6 for Uranium Participation) ==> U3O8 price goes higher

    Fase3: buying U3O8 directly in the spotmarket ==> U3O8 price goes even higher ==> U3O8 price through carry traders becomes more expensive then U3O8 through LT contracts ==> utilities are forced back to the negotiation table for LT contracts!

    That's what is planned by professional commodity investors (based on 2 sources in December/January)

    We'll see

    $UUUU $CCJ $NXE $DNN $URNM
    Paladin Energy, Peninsula Energy, Fission Uranium Corp, UR-energy, UEX corp, Forsys Metals, Bannerman, ...

    Cheers
  • N
    Napalm
    Fyi, for the DD of the new uranium investors.

    In January 2021 globally there were:
    - 442 operable reactors
    - 53 reactors in construction (16 in China, 6 in India, 4 in South Korea, 2 in Pakistan, 2 in Russia, 3 in UAE, 2 in Turkey, 2 in UK, 2 in Slovakia, ...)
    - 98 new reactor constructions planned (39 in China, 14 in India, 21 in Russia, 2 in Turkey, 2 in UK, 2 in Romania, 2 in Hungary, 4 in Egypte, 2 in Uzbekistan, ...)
    - 326 new reactor constructions proposed (168 in China, 28 in India, 23 in Russia, 16 in Saudi Arabia, 6 in Poland, 8 in Turkey, 2 in Uzbekistan, ...)

    In the period December 2020 - January 2021 following happened:
    ⁃ 1 reactor in Sweden was shutdown;
    ⁃ 1 new Indian reactor was connected to the grid;
    ⁃ 2 new reactor constructions started in China

    $DNN $UUUU $CCJ $NXE $URNM

    Cheers
  • F
    Frankie
    $DNN conversation
    $DNN Were creeping up little by little 📈📈📈📈 Stay Strong, forget about the end of this week and enjoy the weekend 😁😁😁 Next 2 weeks going to be GREAT for us 💰💰💰💰
  • N
    Napalm
    $DNN $UUUU $URNM $UEX.TO

    Big volumes ==> Investor funds are taking position (phase1)

    Buy and hold.
    Don't try to swingtrade your uranium positions

    Cheers
  • c
    cade
    Happy weekend everyone, make sure to enjoy yourself. Lots of new investors have popped up in the last few weeks so make sure you take this time to do some real DD on shares youre going to buy. This message board is NOT an indicator of long term trends. Long term is ALWAYS better than short term, you dont lose your money until you sell.

    A few tips:
    - Never buy shares at open
    - Watch a stock for a few days before you buy
    - When buying more shares in a "dip" make sure you buy little amounts often
    - Do your own DD (research)
    - Only buy what you can afford
    - When investing in a sector, grab a range of shares from different companies

    $CTRM $HCMC $GHSI $SNDL $LTMCF $ABEPF $DNN
  • T
    Taylor
    $ACFN conversation
    $FCEL $UUUU $UEC $DNN $REI

    $ACFN Energy company seeing much good insider buying jus sayin :)
  • L
    Lisa
    $URG conversation
    Why is all the uranium stocks down so much??
    $DNN $URG $UUUU