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Great history lesson on MSRs and LWRs and Dr Weinberg's role. Very interesting. Looking forward to the Haymaker podcast with Micro Nuclear. I've been long uranium for a good while. Thanks!
I'm amused at how you're not allowed to name particular companies, but you can drop such unsubtle hints that it's obvious who you mean!
In that vein, let me congratulate you on your recommendation of a certain midstream company with a problematic pipeline, which has just shot up in price as a result of the debt ceiling deal improving the prospects of that pipeline. Unfortunately I didn't follow your recommendation.
I think your text has U238 and U235 confused. U235 is the purified, fissionable version used in reactors and bombs. U238 is the far more abundant stable isotope. Yellowcake is almost pure U238. If it was U235, it would spontaneously go boom once you got a large enough mass of it together. A large part of the Manhattan Project was figuring out how to separate U235 from U238.
I’m interested that you see Uranium miners as not offering good value. There are two big functioning producers, one in the West and one in the East, and many smaller companies hoping to come online soon. Sometime could you maybe say more about what value you’re looking for? Thank you.
This is a nice summary. Molten Salt reactor designs do have some safety benefits over LWR designs. However, they still have their own unique engineering challenges to overcome for commercial use. A great starting point to learn about various reactor designs is https://whatisnuclear.com/. Thankfully, youngish nuclear engineers are rediscovering a lot of the pioneering work done during the 50s, 60s and 70s that was almost forgotten. MANY alternative designs to those using water as the moderator were considered and some were built and operated as prototypes. It will be great to use modern material science and manufacturing tech to revisit this original ideas.
Great read, David. Thank you!
Great history lesson on MSRs and LWRs and Dr Weinberg's role. Very interesting. Looking forward to the Haymaker podcast with Micro Nuclear. I've been long uranium for a good while. Thanks!
SMH--Lyn Alden has suggested a pair trade long TSM/short NVDA because NVDA relies on them to produce their chips.
Uranium--Sprott.com in Canada has the physical fund.
They issues shares and buy supply and hold it.
KEDM.com is bulled up on the physical uranium also
I'm amused at how you're not allowed to name particular companies, but you can drop such unsubtle hints that it's obvious who you mean!
In that vein, let me congratulate you on your recommendation of a certain midstream company with a problematic pipeline, which has just shot up in price as a result of the debt ceiling deal improving the prospects of that pipeline. Unfortunately I didn't follow your recommendation.
There is a company north of the border with MSR technology. Terrestrial Energy https://www.terrestrialenergy.com/
David-
I think your text has U238 and U235 confused. U235 is the purified, fissionable version used in reactors and bombs. U238 is the far more abundant stable isotope. Yellowcake is almost pure U238. If it was U235, it would spontaneously go boom once you got a large enough mass of it together. A large part of the Manhattan Project was figuring out how to separate U235 from U238.
I’m interested that you see Uranium miners as not offering good value. There are two big functioning producers, one in the West and one in the East, and many smaller companies hoping to come online soon. Sometime could you maybe say more about what value you’re looking for? Thank you.
This is a nice summary. Molten Salt reactor designs do have some safety benefits over LWR designs. However, they still have their own unique engineering challenges to overcome for commercial use. A great starting point to learn about various reactor designs is https://whatisnuclear.com/. Thankfully, youngish nuclear engineers are rediscovering a lot of the pioneering work done during the 50s, 60s and 70s that was almost forgotten. MANY alternative designs to those using water as the moderator were considered and some were built and operated as prototypes. It will be great to use modern material science and manufacturing tech to revisit this original ideas.