Everyone’s asking why uranium equities are getting flogged when the fundamentals have never looked better. The truth? The zeitgeist has already shifted — but the money hasn’t moved yet.
Public sentiment? Flipped. Political narratives? Turning pro-nuke globally.But: Institutional ESG policies? Still catching up. ❌ Capital flows? Still lagging — they’re not positioned yet.Make no mistake, this drawdown is engineered. Spot suppressed. Equities faded. Sentiment crushed. Why? Because the big players want to load quietly before the next leg higher.
This isn’t hopium. Watch the tape: BOE and other ASX names are bleeding despite the thesis improving. SPUT barely buying. Form 604s whispering accumulation Short interest rising into weakness (not covering) You’re in the waiting room of asymmetry. The ESG narrative has shifted. The institutions just need cover — then the floodgates open. Think long-term: Utilities haven’t fully priced in $100/lb+ contracts Most funds still don’t have mandate clearance to buy nuclear When that flips, they’ll chase If you’re holding now? You’re probably early. But that’s where the edge is.Timing it is hard. Capitulating here could be costly.Would love to hear your thoughts — do you agree the narrative's shifted and we’re just waiting on flows?
BOE Price at posting:
$1.71 Sentiment: None Disclosure: Held
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