Kazatomprom cuts 2025 uranium guidance by 17%. Uranium stocks explode higher. AIA Weekly 8.24.24

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  • เผยแพร่เมื่อ 12 ก.ย. 2024

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  • @ActionableIntelligenceAlert
    @ActionableIntelligenceAlert  19 วันที่ผ่านมา +2

    Join my Substack and get my weekly free articles sent to your email with tons of great information on profitable investing ideas.
    substack.com/@actionablenews

    • @TheCoolbreeze45
      @TheCoolbreeze45 19 วันที่ผ่านมา

      John the #2 man at ocean wall UK is Ben Finegold. Lovely gentlemen. Sharp.

  • @Shoveltime198
    @Shoveltime198 19 วันที่ผ่านมา +24

    I love how much John dislikes politicians. I feel the same way.

    • @darren2351
      @darren2351 19 วันที่ผ่านมา +4

      So do I. The corruption is astounding

    • @tonyprice2256
      @tonyprice2256 18 วันที่ผ่านมา +4

      @@darren2351 Yes, and it should be obvious to everybody, but sadly ignorance seems to be a most abundant commodity in the US.

  • @tonyprice2256
    @tonyprice2256 18 วันที่ผ่านมา +6

    I nibbled on the Uranium stock dips before Friday. My cost basis are so low that i am slightly averaging up by doing so. My uranium and precious metals mining stock positions are always in the green, even during pullbacks. I simply increase the size of these positions during pullbacks. My only regret is that i was not even more aggressive in my buying at the rock bottom price levels.

  • @shakeypudding6563
    @shakeypudding6563 19 วันที่ผ่านมา +8

    Given how badly uranium stocks have been beaten up this summer, this news was a nice boost but not back yet.

  • @josephguerriero3943
    @josephguerriero3943 19 วันที่ผ่านมา +9

    John is awesome. Brilliant guy and wonderful breaking things down. We appreciate you taking the time with us: your knowledge and understanding of the world and how things work is second to none

  • @robertstilson9294
    @robertstilson9294 19 วันที่ผ่านมา +8

    $oxy cash flow going mainly to debt reduction. Dividend is minuscule and they have paused share buybacks due to recent acquisition.

  • @billfraser9731
    @billfraser9731 19 วันที่ผ่านมา +11

    One of your better videos

  • @ulf692
    @ulf692 18 วันที่ผ่านมา +1

    This was a reminder why i am a subscriber. Keep up the good work John 😊😊

  • @sw8281
    @sw8281 19 วันที่ผ่านมา +4

    Seasonally, Uranium does well for the next few months so the timing of this news is a great catalyst.

  • @amytuttle1621
    @amytuttle1621 19 วันที่ผ่านมา +31

    Start early with diversified investments in Bitcoin, stocks, bonds, and real estate. Maximize contributions to tax-advantaged accounts like 401(k)s and IRAs. Regularly review and adjust your strategy to ensure security

    • @alasdekarton
      @alasdekarton 19 วันที่ผ่านมา +1

      I feel sympathy for our country, low income people are now suffering to survive yet inflation and recession keep increasing daily, many families can't even enhance the good cost of living anymore. You've helped me a lot Sir Brian! Imagine I invested $50,000 and received $190,500 after 14 days

    • @ZoltanKen
      @ZoltanKen 19 วันที่ผ่านมา +1

      Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.

    • @grizbaseball
      @grizbaseball 19 วันที่ผ่านมา

      Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.

    • @nandojuace
      @nandojuace 19 วันที่ผ่านมา

      Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things

    • @LolMan-qy9cc
      @LolMan-qy9cc 19 วันที่ผ่านมา

      Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit

  • @Cybervue
    @Cybervue 19 วันที่ผ่านมา +4

    Thanks John. Yes, I had some Calls on UEC which look good all of the sudden.

    • @Ted0302
      @Ted0302 18 วันที่ผ่านมา +1

      I gave your Comment a 'thumbs-up,' sure. But, I'm writing this Comment in order to respectfully advise you to exercise caution when you're using Options with Uranium Stoncks.
      Man, I truly hope this works out for you - because, that also means my thousands of UEC Shares will get priced much higher...
      But, the reason I'm advising Caution w/ Options for U-Stonks is the CRAZY volatility coupled with nearly imperceivable time-frames, characteristic of investing w/in U-Stonks.
      I've been at this for a long-time....
      Yeah, sure ... I'm nobody; and you shouldn't take advice from a nobody... But personally, I would never consider buying Options, without (at the very least) very long-dated expiry.

  • @nickhornsey5719
    @nickhornsey5719 19 วันที่ผ่านมา +3

    Like you I think sentiment has been so low in Uranium but a sharp tick up in equities / spot price will see a big rush back to the sector. BTW Ben Finegold is Nick’s colleague at Ocean Wall. Let’s see. Thanks for the video as always.

  • @ntartaris
    @ntartaris 19 วันที่ผ่านมา +2

    Another beautiful video, JP. Keep telling the people how it is. Love your work, brother.

  • @marcfrommherz7094
    @marcfrommherz7094 19 วันที่ผ่านมา +3

    Great content, thanks John!

  • @BelindaNancy-w3p
    @BelindaNancy-w3p 18 วันที่ผ่านมา +22

    Thanks for the informative video,your information is incredible, however, knowing that everything related to investing. I advise traders, especially beginners, to research the market before entering it.I have to say there are more benefits to trading than just holding. Big thanks to Evelyn's Infurna who always keeps me updated. I am so glad I started her program.

    • @ElizabethJoyce-t2j
      @ElizabethJoyce-t2j 18 วันที่ผ่านมา

      As a newbie, what do I need to do? How can I invest, on which platform? If you know, please share. I'm new to this, please how can I contact her?

    • @BelindaNancy-w3p
      @BelindaNancy-w3p 18 วันที่ผ่านมา

      Can't share much here, I take guidance from ‘Evelyn Infurna’ a renowned figure in her industry with over two decades of work experience. I'd suggest you research her further on the web.

    • @BelindaNancy-w3p
      @BelindaNancy-w3p 18 วันที่ผ่านมา

      @Infurnaevely1

    • @ElizabethJoyce-t2j
      @ElizabethJoyce-t2j 18 วันที่ผ่านมา

      This is helpful, thanks ....gotta message her right away.

    • @Marie_gray
      @Marie_gray 18 วันที่ผ่านมา

      Evelyn Infurna has really set the standard for others to follow, we love her here in Canada🇨🇦 as she has been really helpful and changed lots of life’s

  • @derekogden6429
    @derekogden6429 19 วันที่ผ่านมา +4

    $SPUT needs to go into vacuum mode and start hovering up pounds.lets get this to premium and get to work. These pounds will be worth big bucks down the road.

    • @JasonISF
      @JasonISF 19 วันที่ผ่านมา +1

      Yes regardless if it's the summer doldrums or not they definitely need to get going again, the uranium price has been drifting lower for a while now. So far this U bull market has been disappointing compared to the last in 2007.

    • @Ted0302
      @Ted0302 18 วันที่ผ่านมา

      I've owned SPUT (U.UN & SRUUF) since it was Uranium Participation Corps.
      Right now, I'm holding 607 Trust Units of U.UN w/in my taxable account; and, 187 Shares of SRUUF w/in a Roth IRA.
      I don't think that Sprott can just decide one day to go out and 'hoover-up' Pounds, as you're proposing... Perhaps, I'm wrong - I really don't know. But, I think their Cash Position has to achieve a certain ratio, in order to afford acquisition of additional pounds.
      Anyway, I think I get the intent of your Comment - and, while I agree w/ you, certainly... I just don't think it's that simple.

    • @xtctrader1467
      @xtctrader1467 18 วันที่ผ่านมา

      ​​@@Ted0302I believe they are required to keep at least a minimum amount of cash. They raise cash when they can sell more shares, which can only happen when the Market Value is at least 1% above the Net Asset Value of their uranium holdings. Usually what prevents them from buying more lbs is what is available for them to buy.

  • @jackics6540
    @jackics6540 19 วันที่ผ่านมา +7

    The only project you see is Dasa? How about Deep Yellow, also becoming a producer in 2026, same timeline of Global Atomic?

    • @jptrainor
      @jptrainor 19 วันที่ผ่านมา +5

      Dasa is the only *greenfield* mine per the recent Sprot report. The others are "brownfield" restarts of old mines.

    • @jackics6540
      @jackics6540 19 วันที่ผ่านมา +2

      @@jptrainor Would go beyond the technicalities.

    • @jptrainor
      @jptrainor 19 วันที่ผ่านมา +1

      ​@@jackics6540I believe the distinction is important insofar as it indicates that there is very little new recent investment in new mines. And new mines are needed to close the supply deficit.

    • @TheCoolbreeze45
      @TheCoolbreeze45 19 วันที่ผ่านมา

      Deep yellow is behind bannerman and they are behind GLO. Could they catch up? Sure. But haven’t reached FID. 26 is unlikely for either tumas or mulga

    • @Ted0302
      @Ted0302 18 วันที่ผ่านมา

      Thanks for bringing DeepYellow into the Discussion. John Borschoff is a personal hero of mine - total stud, when it comes to getting mines done .
      Anyway, I own a bunch of both Deep Yellow's Shares on the ASX w/ $AUD,as well as, $GLO w/ $CAD.

  • @richardclark4828
    @richardclark4828 19 วันที่ผ่านมา +1

    Thank you this was very informative as i have most of my money invested in these types of stocks

  • @sashaliss2962
    @sashaliss2962 19 วันที่ผ่านมา +3

    I be carefully with getting into Uranium now. It's strange coincidence that KazAtomProm announcement coincidence with Powell rate cutting speech. Also volume is very low now.

    • @Ted0302
      @Ted0302 18 วันที่ผ่านมา

      You're correct, about Volume. Also, I really hadn't considered any parallels between Powell speaking and the Kazatoprom[sp?] production guidance. Actually, i can't imagine the two things are at all related, in any way.... but, b/c your mentioned it, I'll keep it in mind...
      I agree with your note on being careful, too... I'd tell everyone, in fact, be WAAAYY cautious w/ U-Stonks -- they're not at all safe, volatility is Nuts!
      I only Buy when they're going Down.

  • @luckyluke3484
    @luckyluke3484 14 วันที่ผ่านมา

    Great content. Thank you very very very much. Always looking forward to new videos

  • @wondahbwoy3370
    @wondahbwoy3370 18 วันที่ผ่านมา

    hi John, discovered your channel. I think he's great!!! thank you for your work. I understand all your thoughts and am now a subscriber. To name just one impact of this global agenda...Germany is suffering from a knife and rape epidemic. it is unimaginable. We still remain optimistic...all the best from Germany 👍♥️🇩🇪

  • @chilibaldrr840
    @chilibaldrr840 16 วันที่ผ่านมา +1

    This is a very good source of information.

  • @8stripes.
    @8stripes. 19 วันที่ผ่านมา +2

    thanks John love the update

  • @mikehardwicke23
    @mikehardwicke23 19 วันที่ผ่านมา +3

    As far as I can determine OXY is no longer an oil company but merely a Zero-Carbon treatise. I can't even see on their website where they produce oil and/or gas!

  • @fpanadero2626
    @fpanadero2626 18 วันที่ผ่านมา +1

    The IQ discussion is legit but nobody wants to touch it!

  • @sime2890
    @sime2890 18 วันที่ผ่านมา +1

    Great video John thank you 👍

  • @jbweld6193
    @jbweld6193 19 วันที่ผ่านมา +6

    Just something to think about, and ill preface this by saying I am VERY against taxing unrealized gains.. but thats essentially what property taxes do. They tax on assessment value. I was arguing with family about that and that threw me a curve ball.

    • @momo777777777777777
      @momo777777777777777 19 วันที่ผ่านมา +3

      Property tax is meant to cover for costs of the municipality. Things like water line, sewage, electric line, local police and fire fighters.
      The municipality doesn't give a shit whether you own your home or have a mortgage on it, you're profiting from the municipal services either way.

    • @jbweld6193
      @jbweld6193 19 วันที่ผ่านมา +1

      @@momo777777777777777 a leftist would just say that you are benefiting from federal highways and the military. Again, I am against taxing unrealized gains. I am just saying there is precedent for physical assets.

    • @Ted0302
      @Ted0302 18 วันที่ผ่านมา

      Good points discussed.

  • @rayroripaugh3222
    @rayroripaugh3222 19 วันที่ผ่านมา +2

    good one John, thank you.

  • @Pchangnyc_Jedi
    @Pchangnyc_Jedi 18 วันที่ผ่านมา

    Thanks all

  • @phillipwatts7226
    @phillipwatts7226 19 วันที่ผ่านมา +1

    Awesome advice in all aspects - anyone who follows your personal investment strategy will make their life so much better over the next 10 years. We could honestly see gold bullion 5x from current levels with the disgusting money printing from the idiots in government.

  • @mikkip2302
    @mikkip2302 18 วันที่ผ่านมา

    John, did you go scuba diving in Gozo in the 90s?

  • @mikehardwicke23
    @mikehardwicke23 19 วันที่ผ่านมา +1

    Thanks 👍

  • @dieterschanzerbschonsmrics3528
    @dieterschanzerbschonsmrics3528 19 วันที่ผ่านมา +1

    When will the deficit start to bite?

  • @Alex-vg3wz
    @Alex-vg3wz 19 วันที่ผ่านมา +2

    John you have mentioned a new uranium company which you like, could you please share its name?

    • @Ted0302
      @Ted0302 18 วันที่ผ่านมา

      This is not a great question... at least, it's not specific enough... please put a bit more effort into formulating a question before you go out looking for a free lunch...

  • @axzaxz323
    @axzaxz323 19 วันที่ผ่านมา +1

    What you guys think about the uranium market in Brazil? 🙏

    • @Ted0302
      @Ted0302 18 วันที่ผ่านมา

      Good question.

  • @alberttu8120
    @alberttu8120 19 วันที่ผ่านมา +3

    I agree with the Chinese making solid products these days. They still make cheap / low quality goods too, but this criteria is driven by the customer.

  • @wondahbwoy3370
    @wondahbwoy3370 18 วันที่ผ่านมา +1

    We say pLandemic…

  • @jagprototype8003
    @jagprototype8003 19 วันที่ผ่านมา

    What do you think about shorting the S &P or buying TLT to play the rate cuts?

    • @tomek6106
      @tomek6106 19 วันที่ผ่านมา +1

      Last video John stated that TLT is a good play. T Bill and chill

    • @Ted0302
      @Ted0302 18 วันที่ผ่านมา

      I wouldn't Short the S&P - shorting is so darn dangerous...
      I did Buy TLT though, when it was in the mid-$70s ... So, for a couple of years now, my TLT Shares have just been occupying a cold, dusty corner of my different accounts ... waiting for fear to rise...

    • @jagprototype8003
      @jagprototype8003 18 วันที่ผ่านมา

      @@Ted0302 i took a TLT trade i see a 70% upside its a less risk trade

  • @truetrue4521
    @truetrue4521 18 วันที่ผ่านมา +1

    Buckle up lol lol

  • @socalsilver6397
    @socalsilver6397 19 วันที่ผ่านมา

    That graph that shows “Capital goes where it’s treated the best” says it all.
    You’re right about CA. The weather is hard to beat. If you can avoid the leftist agenda and just live your life, it’s still okay here.
    My 2 biggest issues here, 2nd Amendment and taxes.

  • @JasonISF
    @JasonISF 19 วันที่ผ่านมา +1

    If speculators are still focused and chasing tech/nvidia the uranium stocks won't do anything much unfortunately regardless of the news from Kazatomprom.

  • @povarful
    @povarful 19 วันที่ผ่านมา

    Unrealized gain tax will change your mind investing in anything sir!

  • @thunderbird3694
    @thunderbird3694 19 วันที่ผ่านมา +1

    read "The Wannabe Fascists" by world-renowned expert on Fascism!

  • @p.m.8316
    @p.m.8316 19 วันที่ผ่านมา

    Check the chart GOLD/BTCUSD. its down 99% in the last 10 years.

    • @ipeteagles
      @ipeteagles 19 วันที่ผ่านมา

      not your infrastructure, not your crypto

    • @p.m.8316
      @p.m.8316 19 วันที่ผ่านมา

      @@ipeteagles you probably missed the boat in the best performing asset in history.

    • @ipeteagles
      @ipeteagles 19 วันที่ผ่านมา

      @@p.m.8316 you probably don't understand how fragile the internet and power infrastructure are.

    • @ryebr3ad
      @ryebr3ad 19 วันที่ผ่านมา

      @@p.m.8316 Tulips? We all missed that; it happened centuries ago

    • @chilibaldrr840
      @chilibaldrr840 16 วันที่ผ่านมา

      Bitcoin may be the biggest wild card.

  • @povarful
    @povarful 19 วันที่ผ่านมา +1

    An epic crash is here!! Buckle up guys!

    • @robertquinlan-rv6xq
      @robertquinlan-rv6xq 19 วันที่ผ่านมา +2

      dont fight the FED, more fortunes have been lost anticipating a market decline than lost in the actual decline

    • @povarful
      @povarful 19 วันที่ผ่านมา

      @@robertquinlan-rv6xq I don't even want see or hear it! This entity has to be gone long time ago.

    • @robertquinlan-rv6xq
      @robertquinlan-rv6xq 19 วันที่ผ่านมา +1

      @@povarfulwe agree end the Fed and audit Fort Knox gold holdings

    • @povarful
      @povarful 19 วันที่ผ่านมา

      @@robertquinlan-rv6xq it would be the greatest day in America!

  • @rickfool1452
    @rickfool1452 19 วันที่ผ่านมา +1

    Mate. You call yourself an investor at least learn how to say MANISH PABRAI. Dude is a legend son.

  • @robertquinlan-rv6xq
    @robertquinlan-rv6xq 19 วันที่ผ่านมา +2

    Here's some basic math: SRUUF Market Cap $ 4.98 billion; Tangible Book Value $ 5.7 Billion - $ 5.7 billion all current assets.

    • @Ted0302
      @Ted0302 18 วันที่ผ่านมา

      Right on !!