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TMR Uranium Update/UIP Letter
Subscription
Reco 11/29/21 Update:
One of TMR's strongest company position suggestions was the Uranium Insider Pro
letter's Company Focus List Feature during the recent 90 min. 11/18/21 webinar
for Mastermind subscribers. UIP has a 2-hour Zoom presentation each month. Their 440 pages
annually of solid content letter is the only monthly of which we are aware that
has as its sole focus, the Uranium sector.
A few months ago we interviewed Editor, Justin Huhn for TMR Mastemind. He
and his equally-talented Partner Richard Sacks provide analysis, updates, and a
model portfolio of carefully selected Uranium picks designed to inform
subscribers as they walk their path on this dynamically-expanding resource
subsector that we selected almost two years ago to profile and offer to our
readers as a potentially-profitable adjunct to our primary focus on the
gold-silver-copper-blockchain space sectors.
Each of these asymmetric subsets are in the process of building out its own,
sometimes interrelated bull market. And, over the next few years, each has the
potential of launching to all-time highs, rewarding our subscribers who invest
wisely, prudently and conservatively, following the methods suggested by David
Morgan and The Morgan Report Team.
By adding our perspective to your own trading goals, methods, financial
resources and an understanding of you own investment psychology, we believe
there is every reason to anticipate that you can successfully navigate the
investment battlefield and access life-changing rewards in the process.
Since we first proposed our thesis on getting involved in the new uranium bull
run we saw on the horizon, the story has become much more bullish than we even
imagined might be the case. Already, it has strengthened the bottom line of
those TMR subs who got involved as they/we waited for the longer than expected
gold and silver upside breakouts.
Our original thesis remains solid on all counts. Since then, a new fund created
by Sprott to "sequester" uranium from the open market has - in just a few months
- taken almost 22 million pounds off the market. Several junior companies are
also buying physical uranium and a new Sprott-like fund is being formed to
accomplish the same ends, focusing on European and Asian currencies. Just since
August, over $1.5b of new money has flowed into the ETF part of the sector,
relentlessly (with periodic deep corrections down into the 50/200 day MAs)
higher.
We can't predict how high this bull run will take uranium prices, nor whether
its duration will be 18-24 months, or a number of years longer. And we can't
guarantee that it might not be derailed by another "Fukishima-type" event, or
something like a collapse of China's Three Gorges Dam, which might imperil a
number of downstream reactors.
But watching the net-zero carbon/ESG/climate-change movement swing to an
acceptance in a big way, trying to get it all done yesterday, tells us the odds
favor a very strong run in this space. We'll also keep an eye on alternate
energy generating strategies like thorium, nuclear fission, etc. which might end
up truncating the rise down the line. But in the interim we definitely want to
have a sensible and flexible presence in what's going on.
Our subscribers who hold a few of the six dozen or so existing uranium plays
have already done very well percentage-wise for their efforts. The two in our
Asset Tables have been at the very top of the share-price growth category thus
far. We are no longer at the bottom of this market story, but neither we
believe, are we anywhere close to the top.
2 + 1 Uranium Bull Markets
Whether a new subscriber or a TMR veteran, we encourage you to go back and
carefully re-read our two archived uranium reports. Then act sensibly in
controlling your emotions, add in tranches into weakness, choose a few stories
you believe to be "best of breed", avoid over-committing resources to the
sector, and not placing all your bets on one company, no matter how strongly you
feel about it/them.
And finally, we'd like to recommend that you consider subscribing to the
Uranium Insider Pro letter at the current price of $400/year, ideally before
December 1, when it is scheduled to rise to $600/yr.
HERE IS THE LINK TO JOIN.
I (David Smith) am a fully-paid subscriber to UIP, and will continue to "pay my
own way" in doing so. The letter and other efforts for subscribers by Justin and
Richard continue to inform and update my thinking in important ways.
If you're not going to take a position at all in uranium, or just plan to drop a
couple hundred dollars into Cameco shares and forget about the results, then
maybe you should consider taking a pass on this offer. Otherwise, you now know -
without equivocation - how I feel about the matter. And unless I miss my guess,
you'll probably end up feeling the same way.
David H. Smith
Senior Analyst, TheMorganReport.com
JOIN URANIUM
INSIDER NOW
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