Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Uranium Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Gib Bogle who wrote (29718)	9/20/2025 1:34:25 PM
From: The Barracuda™	2 Recommendations Recommended By jazzlover2 nicewatch Read Replies (1) \| Respond to of 30102

Non-consensus Uranium view: As much as I've been an outspoken bull on uranium fundamentals for over two years, I don't think this is about fundamentals any more. If I learned anything from running a small HF, it was that market inefficiencies and vicious or virtuous cycles of… — Erik Townsend 🛢️ (@ErikSTownsend) September 20, 2025

To: Gib Bogle who wrote (29718)	9/20/2025 2:19:53 PM
From: Paul Senior	Read Replies (1) \| Respond to of 30102

I'm not so sure about SPUT at this point. U stocks are up, imo, because animal spirits have been released: There's the dream that profits for miners/processors will be/could be enormous. Therefore people willing to bet heavily right now on that beautiful future. But what's to dream about SPUT: it's already now above NAV, and maybe it'll only be going up if/when U goes up? I base this only on my review of the stock performance of uranium-related stocks I am looking at. This year SPUT is up 51%, lagging all others on my list: UUUU being the top, up 364%. If I'm wrong, and SPUT's about to catch up even somewhat, that'd be very ok by me: I'm holding SRUUF shares.