Daily Boost 08.23.2021 Sputnik and the Manic Monday

Uranium continues to creep higher as spot price rose to $33.50 thanks in part to the SPUT (Sprott Physical Uranium Trust) buying more of the physical commodity on the open market.

Today we sold calls / bought Energy Fuels ($UUUU), bought more Denison Mines ($DNN), sold calls / bought Metalla Royalty and Streaming ($MTA), sold calls / bought Innovio Pharmaceuticals ($INO), sold calls / bought Riot Blockchain ($RIOT) and sold calls / bought Canaan ($CAN).

Daily Boost 08.20.2021 Can you feel it coming?

As Phil Collins once sang, “I can feel it coming in the air tonight…” – is the reflation trade coming back? It feels like energy and precious metals have bottomed, and bitcoin is starting to rise again… but then again, look at Iron Ore dropping like a rock – who knows?

Today we bought Energy Fuels ($UUUU), Denison Mines ($DNN) and Transocean LTD ($RIG)

Daily Boost 08.13.2021 Bitcoin’s Back

With Bitcoin at $47,486 its back above its 30 day moving average and ready to rumble. Speaking of crypto we bought more shares of Canaan ($CAN) and Riot Blockchain ($RIOT) today, along with Energy Fuels ($UUUU), Denison Mines ($DNN), IMV Inc. ($IMV) and Platinum Group Metals ($PLG). We like Bitcoin and Gold here.

Daily Boost 07.29.2021 Boring Works

Well it was a snoozer day in the markets today. Equities flat. Still we wrote some covered calls on the usual uranium suspects – Energy Fuels ($UUUU( and Denison Mines ($DNN).

We also sold some calls of Transociean ($RIG).

It looks like the precious metals complex – gold, silver, platinum may be waking up here.

Also, check out the cup and handle formation on biotech:

Daily Boost 07.28.2021 Fed Speaks Edition

So you’re telling me its not transitory?

Commodities are back in vogue – well at least for now.

Uranium is starting to glow again. Sold more Energy Fuels $UUUU Sept $6 Calls today. Bought some Energy Fuels $UUUU Oct $6 Calls today. Need a play on Dennys ($DNN) but its in no mans land. Tried writing some Sept puts @ $1 but not a lot of meat on that bone. C’mon Dennys.

Gold and Silver looking good here. Still love royalty cos like Metalla – $MTA – gonna listen to http://www.kereport.com/2021/07/27/metalla-royalty-streaming-a-shareholder-update-on-a-wide-range-of-topics/

Crypto seems to be headed higher but might be a head fake – who knows? Canaan ($CAN) was up like 15% today so there’s that.

We’re buying some Biotech cause why not. New position in IMV Inc. ($IMV) – they are battling Cancer and Covid – so thats awesome.

Oil looking slick. Pun intended. $RIG holding strong.