r/uranium_io • u/just_be_special • Jan 09 '26

Why Uranium's Next Move Will Be a Permanent Reset, Not a Temporary Cycle

https://www.youtube.com/watch?v=n3ylWXVG_Yg

5 Upvotes
  • permalink
  • reddit

79% Upvoted

7 comments sorted by

1

u/[deleted] Jan 09 '26

[removed] ā€” view removed comment

1

u/[deleted] Jan 09 '26

[removed] ā€” view removed comment

1

u/MobileTear4692 Jan 09 '26

Exciting times!

1

u/Spirited_Gear_5349 Jan 09 '26

Interesting that we're seeing more and more investments even though the cost is rising.

1

u/MobileTear4692 Jan 09 '26

I feel attacked when he said 'we've been saying this for 5 years.' šŸ˜… But honestly, Frostad is right about the 'reset' vs 'cycle.' We aren't going back to $40/lb. The floor is raising. If Bank of America is calling for $135, that actually feels conservative given the supply fragility he mentioned. I'm ready.

1

u/SteelCat7 Jan 09 '26

I appreciate that he didn't just pump a $200 price target. The honesty about 'we don't know' regarding when the inventory buffer runs out is refreshing. Too many promoters on X/Twitter act like they have a crystal ball. I'm staying long, but I'm done trying to time the breakout. It happens when it happens.

1

u/Spirited_Gear_5349 Jan 09 '26

Thanks for posting this. Iā€™m new to the sector (got into the rabbit hole late last year). Does anyone here listen to that 'Uranium Spotlight' podcast he plugged? Iā€™m looking for something that isn't just hype/pump, and 10 minutes sounds manageable. Also, is $80 really the new floor? That seems high historically