Search found 27 matches

by lbarken2@gmail.com
Tue Oct 03, 2023 2:33 pm
Forum: The View from Houston
Topic: Lots of Fear Based trading yesterday
Replies: 5
Views: 109

Re: Lots of Fear Based trading yesterday

based on the continued selloffs which are your favorite companies to buy or add to now? Are you waiting until tomorrow's OPEC meeting? thanks.
by lbarken2@gmail.com
Mon Oct 02, 2023 8:44 pm
Forum: Other topics of interest
Topic: Uranium Prices
Replies: 5
Views: 179

Re: Uranium Prices

Disregard the comment about the NYSE listing of Sprott Uranium trust. Too much disinformation rereading it. It showed November 31. People think things like that are funny. However, the comments about the stock itself are still very true. Good buy

at a discount.
by lbarken2@gmail.com
Mon Oct 02, 2023 5:15 pm
Forum: Other topics of interest
Topic: Uranium Prices
Replies: 5
Views: 179

Re: Uranium Prices

with last couple of days of beat down in uranium prices they are looking more appealing. SRUUF or Sput is now again at about 5-6% discount. Today it may be wider. Nothing has changed re the price of U going up so anything mid single digits discount is good opportunity to add to the commodity. I beli...
by lbarken2@gmail.com
Thu Sep 28, 2023 2:25 pm
Forum: Other topics of interest
Topic: Uranium Prices
Replies: 5
Views: 179

Re: Uranium Prices

Yellow Cake which is another trust like SRUUF or SPUT that buys uranium is going to buy their annual allotment from Kazatomprom. They have a right each year to buy a certain amount so that will create more demand which will be more supply taken off the market for the utilities. Justin Huhn or Uraniu...
by lbarken2@gmail.com
Wed Sep 27, 2023 12:18 pm
Forum: Picks and tips from the EP community
Topic: Unhedged Gasser - For max potential if NG gaps up
Replies: 7
Views: 303

Re: Unhedged Gasser - For max potential if NG gaps up

Just curious if you or members also own USO or BNO to own the commodity separate from miners. In my uranium holdings i own SRUUF and many miners. If you own USO or BNO why one over the other? thanks.
by lbarken2@gmail.com
Mon Sep 25, 2023 3:34 pm
Forum: Picks and tips from the EP community
Topic: repx Riley
Replies: 0
Views: 106

repx Riley

I dont know if anyone saw that Alvin Libin a 10% owner bought 100k shares on SEpt 19 at 30.25. He has been a consistent buyer it looks like for several years. I didn't look to see what his role is at the company. I see over last several months Kevin Riley, president and others have b een sellers. Li...
by lbarken2@gmail.com
Fri Sep 22, 2023 3:33 pm
Forum: Other topics of interest
Topic: Real Women
Replies: 5
Views: 147

Re: Real Women

Wow. I didn't expect this on the message board. Yearn for the good old days. My wife hates political correctness more than me. Very refreshing. between this and rescue dogs worth the price of admission---oh the stock picks are great..................
by lbarken2@gmail.com
Thu Sep 21, 2023 11:41 am
Forum: Other topics of interest
Topic: Rescue Dogs
Replies: 2
Views: 94

Re: Rescue Dogs

Dan, Besides both being the same age and growing up in St Louis at competing High Schools, even though you beat us, this post is something very close to my wife Susan and myself. We have a 10 year old Jack Russell rescue and had 2 corgi rescues in the past. Whenever, I see in the WSJ an article on d...
by lbarken2@gmail.com
Mon Sep 18, 2023 4:40 pm
Forum: Other topics of interest
Topic: Uranium Update from Adam Rozencwajg - Sept 14
Replies: 15
Views: 389

Re: Uranium Update from Adam Rozencwajg - Sept 14

When you look at supply you can see Kazatomprom is the largest but they just cut a deal with Russia for a large interest and they are offloading lots of their production to China so that will be offline for Western utilities. GLATF Global Atomic had a near term mine in Niger but with the coup that i...
by lbarken2@gmail.com
Mon Sep 18, 2023 2:33 pm
Forum: Other topics of interest
Topic: Uranium Update from Adam Rozencwajg - Sept 14
Replies: 15
Views: 389

Re: Uranium Update from Adam Rozencwajg - Sept 14

Justin Huhn of Uranium Insider is always preaching to buy on pullbacks. One of my largest holdings is EU, Encore Energy . I rode it up and way down with 2 financings and he thinks there may be another one soon since they are so close to production. That could hit the stock which would be a good entr...