@CxuAsx Avatar @CxuAsx Jonathan Fisher, CEO Cauldron Energy ASX:CXU $cxu

Jonathan Fisher, CEO Cauldron Energy ASX:CXU $cxu posts on X about $cxu, australia, uranium, asx the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence countries finance technology brands travel destinations stocks cryptocurrencies social networks currencies celebrities automotive brands

Social topic influence $cxu #1, australia, uranium #42, asx #85, stocks, $toe #1, in the, $boe, $pdn #5, investment

Top accounts mentioned or mentioned by @patrickadownes @quakes99 @albomp @slocan68 @uraniuminsider @swedishuranium @uraniumequities @stardestr0yer @capnek123 @guv999 @uraniumtrends @uraniumsir @uag @sprott @asennawealth @bowenchris @yellowbull11 @asxinvest @urtokencorgi @huxleymick

Top assets mentioned Cameco Corporation (CCJ) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last [--] hours

"Perhaps the least well understood aspect of the uranium market is the significant decline in secondary sources available to fill the production gap. its going to get tight. #uranium #uraniumbull"
X Link 2023-08-23T07:49Z [----] followers, [---] engagements

"@trader_ferg bet on a change in #uranium policy in WA. When it happens and it will it will be transformative. We have the cheapest #JORC U pounds globally at the moment; primed for upside"
X Link 2023-08-28T02:06Z [----] followers, [--] engagements

"Don't take this as an endorsement of labor at all. But playing devils advocate - would the Libs have done anything differently Genuine question for discussion. The Chairmans Lounge is a powerful weapon. Massive home court advantage right there. I wish the government was so incentivised to back the junior mining sector in the same way"
X Link 2023-08-29T05:53Z [---] followers, [--] engagements

"Awesome to catch up with uranium industry legend Duncan Craib from @Boss_Energy tonight at the @MineralsCouncil Parliamentary Dinner in Canberra. Lots of discussion about the global #nuclear momentum and the opportunities for Australian #uranium producers. #cxu"
X Link 2023-09-04T12:23Z [----] followers, [----] engagements

"I absolutely get the desire to want to believe that things have been done by the book. That the random twitter guy is wrong. But its not just Aidan pointing out issues here. There are a whole bunch of well respected analysts scientists commentators economists journalists etc (not only on twitter main stream proper media channels too. and its not an isolated inconsistency. Gencost modelling with csiro. Aemo and the isp process. The public consultation process. This issue doesnt seem to be going away. #houseofcards"
X Link 2023-09-05T21:18Z [----] followers, [---] engagements

"Record volume day for us today (ASX:CXU). Ironically bigger than Monday when we got pulled with a Volume Query from #ASX. #Uranium bulls a comin Or is it our upcoming #Nickel EM results"
X Link 2023-09-06T04:10Z [----] followers, [----] engagements

"Our weekly trading volumes (million shares): [--] weeks ago: 1.3m [--] weeks ago: 11.1m [--] weeks ago: 2.0m [--] week ago: 3.8m THIS WEEK: 144.4m where will this go on monday #volume #uraniumbull #momentum $cxu"
X Link 2023-09-08T06:36Z [---] followers, [----] engagements

"I will be joining the audience for this one. Fully supportive of #Australia pursuing #nuclear for generation as well as claiming our rightful spot as the worlds leading #uranium mining jurisdiction. #QandA"
X Link 2023-09-13T05:02Z [---] followers, [----] engagements

"@zhc002 @patrickadownes Nah you see that was the old Cxu. We shed our skin and refreshed. New team. New projects. New branding. Now we be: #uranium"
X Link 2023-09-14T12:22Z [----] followers, [---] engagements

"@TBirdV Please check out our chart. A lot has happened since you have been travelling Volume and price positivity. $cxu"
X Link 2023-09-16T21:30Z [----] followers, [--] engagements

"@JMM_Australia know how to throw a lunch Great event. And a heap of interest in #uranium. Please watch the video and put us on your watch screen $cxu"
X Link 2023-09-26T12:40Z [----] followers, [---] engagements

"Good lord; even the Russians are short #uranium. That has got to send shivers down the spines of uranium shorts out there. $cxu"
X Link 2023-09-27T00:09Z [----] followers, [----] engagements

"Haywood analysis confirms $Cxu is cheap Look at that $/lb figure Cxu was previously sold down partially due to a lack of stakeholder engagement. That is now a thing of the past. #uranium"
X Link 2023-10-01T23:41Z [----] followers, [----] engagements

"Pleasure to talk with Chris Okeefe today about the opportunity for #uranium and #nuclear in Australia. $cxu"
X Link 2023-10-02T06:59Z [----] followers, [---] engagements

"This will be a great panel discussion on #uranium and #nuclear energy opportunities in what is a raging Bull Market for uranium at the moment. Date: [--] October [----] Time: 11:00am AEDT / 8:00am AWST $cxu REGISTER:"
X Link 2023-10-06T00:23Z [----] followers, [---] engagements

"#ASX announcement: EM Survey successfully identifies targets for near term drilling at Melrose in the west #yilgarn. #nickel $cxu"
X Link 2023-10-08T23:59Z [----] followers, [---] engagements

"Bifurcation continues to gain pace. Away from Russia and towards Western friendly countries. #uranium supply from Australia will be long term attractive"
X Link 2023-10-22T22:31Z [---] followers, [---] engagements

"Few understand the investment fundamentals of #uranium as well as Guy keller"
X Link 2023-10-24T03:38Z [----] followers, [---] engagements

"Link to my next article in the series arguing that unfortunately the Government seems to be out of touch with the voting public. This was recently evidenced by the Voice outcome; and continues to be reflected in the Nuclear Energy ban. Before the haters pile in; I argue that the concept of the Voice was a winner; and indeed popular. But not enough was done to ensure its successful implementation. The Government must listen to the people. Don't make the same mistake on nuclear energy and uranium mining. #nuclear #uranium #auspol"
X Link 2023-10-27T03:41Z [---] followers, [----] engagements

"Interesting chart about significant increase in support for nuclear in key economies. (source: Longview economics) Look at that increase in Germany corresponding to their energy security going south and pricing going north. I wonder where Australia would sit Expect it would also show massive increase in support. #Nuclear renaissance is happening. #uranium $cxu"
X Link 2023-11-08T03:18Z [---] followers, [---] engagements

"So glad we have our scoping study coming up soon. But need to firm up what price assumption (and aud:usd assumption) to use. Please reply with your suggestions. #uranium $cxu #ASX"
X Link 2023-11-18T11:26Z [---] followers, [----] engagements

"WA's anti-uranium mining minister Bill Johnston steps down. The wind of change is blowing. #uranium $cxu #auspol"
X Link 2023-11-30T05:54Z [---] followers, [----] engagements

"#uranium #nuclear #cop28 #auspol $cxu"
X Link 2023-12-03T19:33Z [---] followers, [--] engagements

"Brilliant from Johannes Leak cartoon in @Australian. #uranium #nuclear #auspol $cxu #COP28 link:"
X Link 2023-12-03T23:33Z [---] followers, [---] engagements

"Massive news The pressure it ratcheting up Australian PM Albanese now copping it from senior Labor members and senior union members to lift the #nuclear ban. Why They dont care about ideology. They want to protect jobs (reliable power prices). #uranium $cxu #COP28"
X Link 2023-12-05T08:17Z [---] followers, [--] engagements

"Massive news The pressure it ratcheting up Australian PM Albanese now copping it from senior Labor members and senior union members to lift the #nuclear ban. Why They dont care about ideology. They want to protect jobs (reliable power prices). #uranium $cxu #COP28 #auspol https://www.skynews.com.au/australia-news/politics/albanese-under-pressure-to-lift-nuclear-energy-ban/video/3b97bbd4de043935d332ac6fce0bc5a3 https://www.skynews.com.au/australia-news/politics/albanese-under-pressure-to-lift-nuclear-energy-ban/video/3b97bbd4de043935d332ac6fce0bc5a3"
X Link 2023-12-05T08:26Z [----] followers, [----] engagements

"WA public is waking up to how out of date the #uranium mining ban is. Hand in hand with the national debate on #nuclear. Premier Cook did a U-turn (pun intended) on heritage laws when the view of the people was clear. He can do the same here. #auspol $cxu #cop28 Link to my latest article:"
X Link 2023-12-05T23:51Z [---] followers, [----] engagements

"@quakes99 Fantastic deal for ATHA ($SASK). I know 70-80% premia sound high. but did $92E or $LUR sell too cheap The #uranium trade has a long way to run"
X Link 2023-12-07T22:02Z [----] followers, [---] engagements

"Overnight #uranium and #nuclear events: [--]. Spot smashes $82 again to fresh [--] year highs [--]. $SASK has taken out $92E and $LUR [--]. (yesterday) $BOSS does an extremely clever deal and raises $200M [--]. Poland announces [--] #SMR across [--] different sites to continue their coal to nuclear strategy. [--]. More announcements from #COP28 re new conversion and enrichment capacity to counter Russian influence. [--]. Talk of SANCTIONS on Russian uranium. [--]. Western Australia has a new Mining Minister from the RIGHT of the party (progressive Labor). What does that mean for the ban Anyone else bullish $cxu #ubull"
X Link 2023-12-07T22:30Z [----] followers, 15.4K engagements

"@StarDestr0yer Why not come and check out some seasoned #uranium players $cxu Time is ripe for M&A in the U space. And silly premiums are being paid. 70-80% premia over night for $92E and $LUR. And i still think they sold too cheap"
X Link 2023-12-07T22:47Z [---] followers, [---] engagements

"@SloCan68 A change is coming Nostra. Australia will get there nationally on reactors. And Australian states will get there on U mining. Hope you have some WA based U stocks in your portfolio. #uranium $cxu #nuclear #auspol"
X Link 2023-12-09T21:45Z [---] followers, [---] engagements

"@UrTokenCorgi Corgi like Jennifer Aniston some #asx #uranium companies get better with age. $cxu"
X Link 2023-12-10T19:40Z [---] followers, [---] engagements

"@MattchewJawsen @UrTokenCorgi @Ugames_kilo Was just about to ask about us $cxuπŸš€"
X Link 2023-12-10T19:46Z [---] followers, [--] engagements

"@Ugames_kilo @UraniumSteve @HorribleDisgust @PaulPoggione @Tungsten__W @UraniumKid @KorrantStocks @kenwaldek @WillemwScheepe1 @LAHTEEMMAKI @nerja2509 You got to add $cxu"
X Link 2023-12-10T19:47Z [---] followers, [---] engagements

"What a week in #uranium and #nuclear. News summary for all those investors Aussie political news relevant to Uranium: [--]. Coalition pushes to remove uranium bans to achieve #NetZero . [--]. @tedobrienmp gets more positive coverage at #COP28 than #BlackoutBowen [--]. Most sensible and eloquent #Aussie voice at Cop28 is @ShackelWill. Puts politicians to #shame 4.Labors primary polling literally the lowest on record. 5.Labor rushes through new Industrial relations laws. Vehemently opposed by many incl Mining Industry. Will not help them at the next election. [--]. WA's new Progressive faction Mining"
X Link 2023-12-10T21:34Z [----] followers, [----] engagements

"Today the West Australian Premier Cook has announced important reforms to expedite environmental approvals (reducing "green tape") This is very welcome news and we commend the WA Government on these reforms. Now. This doesn't have anything to do with #uranium. But. It shows the Government is listening to Industry. And willing to make changes. Personally i am excited for the opportunities in WA. $cxu #asx"
X Link 2023-12-12T02:57Z [---] followers, [----] engagements

"@patrickadownes Damn it Patrick I am going to have to update the "Spot Price" scenario in our upcoming Scoping Study. #FirstWorldProblems #uranium $cxu"
X Link 2023-12-12T03:07Z [----] followers, [---] engagements

"You would think this would start to interest #asx investors. As this shortness in the market ain't going anywhere. While investors might take time off over xmas; nuclear plants dont. They stay consuming #uranium over the whole christmas break.$cxu"
X Link 2023-12-12T22:48Z [---] followers, [----] engagements

"$CXU News Release: Very positive Scoping Study for #uranium project released Key metrics: Npv [--] of A$449M IRR of 79% payback [---] years Upfront capital of A$117m More info in due course"
X Link 2023-12-13T03:31Z [----] followers, 11.7K engagements

"@Cyclops_Trader my thoughts exactly Cyclops. IRR and upfront capex compare very well. And the policy will change its a matter of when"
X Link 2023-12-13T04:51Z [----] followers, [---] engagements

"@Tztar @Cyclops_Trader $117M upfront capex. ISR is much cheaper to build hence generates nice IRR (79%IRR base case 90% IRR on spot price assumption)"
X Link 2023-12-13T04:53Z [----] followers, [--] engagements

"@TedC0302 @timesystem1 i would have a look at $CXU Outperforming other Aussie U stocks Scoping study just out today #uranium"
X Link 2023-12-13T11:01Z [---] followers, [---] engagements

"Never let common sense get in the way of ideology"
X Link 2023-12-17T08:09Z [----] followers, [----] engagements

"Is this a sign of things to come #uranium #cop28 #nuclear $cxu"
X Link 2023-12-19T22:43Z [----] followers, [----] engagements

"God damn $90 #uranium that $10 move from $80 to $90 was like the blink of an eye. Our "spot price" scenario in our recent Scoping Study is now rather out of date $cxu"
X Link 2023-12-19T23:02Z [----] followers, [----] engagements

"Hey will I can answer this. Because its literally primary school maths from the mouth of Mr Bowen. Australia has roughly 21.3GW of coal. And the average size of an SMR is assumed to be 300MW. Divide A by b and you get [--]. As for the cost that is the high point of one of the demonstration reactors. Simply multiply it all together and you get the magical $387bn that Bowen loves to trumpet. The issue isnt so much the cost but how weak the rationale and maths is and its held out as if its irrefutable. So no allowances for actually improving costs over time. Hell no assumption that a good chunk of"
X Link 2023-12-20T11:22Z [----] followers, [---] engagements

"Article about M&A interest from @TeckResources for nickel copper assets in the West Yilgarn. I see we are being hypothesised as a takeover target. hmmmm. $cxu #asx #mining #uranium"
X Link 2023-12-21T08:10Z [----] followers, [---] engagements

"@flashbondtrader @capnek123 More to come flash"
X Link 2023-12-22T22:06Z [----] followers, [--] engagements

"Another in-depth article from an influential WA local. The message is getting out there and making progress. The WA #uranium policy is outdated and its just a matter of time before it changes. $cxu. With the #uranium price touching US$80 a bevy of #ASX-listed small caps are lining up for a piece of the action. #DollarBill pontificates about the conflicted green uranium arguments and possible law changes. $BOE $BHP $PDN $AGE $CXU $TOE $VAL $MEU https://t.co/ZEEllR9zMS With the #uranium price touching US$80 a bevy of #ASX-listed small caps are lining up for a piece of the action. #DollarBill"
X Link 2023-12-27T06:48Z [--] followers, [----] engagements

"@Swedish_uranium Anders did you hold $cxu"
X Link 2023-12-31T03:41Z [--] followers, [---] engagements

"HNY all $cxu and #uranium investors. [----] will be a big year. Lots of newsflow on the horizon. I will send a fulsome shareholder update next week The Melrose drilling team fire up again tomorrow after a well earned Christmas rest. This is a recent pic. Rows of samples as far as the eye can see. Ready to be sent to the lab. #asx #mining #exploration #nickel #EV"
X Link 2024-01-01T22:36Z [----] followers, [----] engagements

"Gday all #asx #uranium and #nuclear investors. Time for another sector update lots of interesting newsflow happening The nuclear giant has definitely woken up $cxu Global update [--]. US Senate expected to vote and pass the Russian uranium ban bill this week or next Is this already priced into the U price; or will we see another leg up Definitely positive for fundamental sentiment re demand and supply gap. [--]. Speaking of Uranium price; it keeps going higher. Almost a bit monotonous isnt it $92 (which incidentally is the atomic number for U). How has this not been realised before [--]. France pushes"
X Link 2024-01-07T23:33Z [----] followers, 28.6K engagements

"The Hard Left obviously love @Bowenchris plan. The Right clearly dont. #BlackOutBowen Buts its the middle that will turn the election. And Bowen has gone so far left he is off the fairway. Looks like middle Australia is starting to understand the downsides of this ridiculous policy and are leaving Labor in droves. But that doesnt mean votes will flow to Libs without clear policy and showing electors the respect they deserve. Libs still need to make up ground in the climate trust stakes after the missteps of dinosaurs like Abbott and Morrison. But its slowly happening. A change of govt looking"
X Link 2024-01-08T08:40Z [--] followers, [----] engagements

"This morning I am pleased to provide an "Update from the #CEO" letter outlining our stellar achievements of the last year but more importantly focusing on looking forward. And there is a lot to come. #excited. #uranium $cxu #nuclear #COP28 #auspol #mining #investing #asx Please read link: And share with your friends & followers (note this particular update has not been uploaded to ASX platform - so I double appreciate the retweets to aid distribution) Cheers Jono CEO CXU"
X Link 2024-01-08T21:00Z [----] followers, 10.1K engagements

"Hi Daniel. I am pretty active on Twitter yep. But it isnt pumping - i had a fundamental issue when I started that the stock was misunderstood & forgotten (and for years had been horribly managed). Twitter has been very effective at getting the message out there. Hence in my view its just getting back to parity of where it should be. Still cheap on a comparable basis actually. $cxu"
X Link 2024-01-10T02:53Z [----] followers, [--] engagements

"What a mad mad week for #asx #uranium and #nuclear So busy I had to get another #news update in for #investors. Bright and early this morning Global news [--]. France the latest country to roll back #renewables targets and switch to zero emissions instead (eg Nuclear). Wake up and smell the coffee @bowenchris. The renewables at all costs strategy doesnt work. [--]. Spot price of $94 Maybe we need to run a competition to correctly guess when we will actually have the next down day. Seems all one way traffic at the moment. [--]. Commercial inventory drawdowns of U continue. This creates risk of further"
X Link 2024-01-10T20:36Z [----] followers, 29.5K engagements

"@stokdog @OnSpeculator Hey Stokdog point taken. Wasnt meant to be an attack at all; tried to be quite balanced actually. but will bear that in mind"
X Link 2024-01-10T21:15Z [----] followers, [---] engagements

"Any system can only be stressed so much before it fails and panic sets in. And here we are today. $cxu #uranium πŸ’₯US #Nuclear fuel brokers @EvoMarkets have also joined the $100 Spot #Uranium Party πŸ’―πŸŽ‚πŸΎπŸ₯³πŸ’ƒπŸ•Ί UP +$5.50 to $100/lb #U3O8 πŸš€ as the party is only just getting started.πŸΊπŸ˜ƒπŸ‚ #Nuclear πŸŽ‡πŸŽ†πŸ€ πŸš† #RideTheWave πŸŒŠπŸ„ https://t.co/08z3O3urhr πŸ’₯US #Nuclear fuel brokers @EvoMarkets have also joined the $100 Spot #Uranium Party πŸ’―πŸŽ‚πŸΎπŸ₯³πŸ’ƒπŸ•Ί UP +$5.50 to $100/lb #U3O8 πŸš€ as the party is only just getting started.πŸΊπŸ˜ƒπŸ‚ #Nuclear πŸŽ‡πŸŽ†πŸ€ πŸš† #RideTheWave πŸŒŠπŸ„ https://t.co/08z3O3urhr"
X Link 2024-01-11T22:31Z [--] followers, [----] engagements

"Asx investors on Monday should take note. This is a fundamental kick in the guts to any last remaining #uranium bears. They are now an extinct species. The worlds largest producer (by far) admitting they are in all sorts of trouble with their production. In a desperately under supplied market. The question now is how violent this next near term price push will be. $cxu ⚑The world's largest #Uranium miner $KAP has sent the market a surprise warning ahead of releasing its Q4/2023 Earnings & Guidance.⚠ Why is this a bigger deal than most realize🫨 that will drive #U3O8 prices higher no matter"
X Link 2024-01-14T08:48Z [----] followers, 29.9K engagements

"This how amped our favourite @UrTokenCorgi is for the current #uranuum #ubull run. He has consumed radioactive kibble for breakfast and is chomping at the bit to see how #asx opens today. $cxu $nfl $dyl $boe $age $are $pdn $gla $toe $bsn @patrickadownes @quakes99 @uraniuminsider @U308Uranium @AndUranium"
X Link 2024-01-14T19:35Z [----] followers, [----] engagements

"The question on everyones lips. Is where will #uranium spot price print tonight How big up will the gap be @UxC_Nuclear @U3O8TradeTech @quakes99 @patrickadownes @uraniuminsider @Swedish_uranium @AndUranium @StarDestr0yer @Anonymo21140362 @SloCan68 @UraniumTrends $cxu #nuclear #asx"
X Link 2024-01-14T22:52Z [--] followers, [----] engagements

"Monday had to be the biggest day in #uranium trading on #ASX in recent history. Round up below for #investors on all things U and #nuclear from the last few days. Especially look at the #auspol news - very interesting Will #ASX uranium continue is run today or take a breather Global news [--]. Big new build plans in the UK. Having personally being involved in the UK nuclear new build (NNB) process the UKs updated approach is music to my ears. What the UK understands is that you need a regular and consistent production process to ensure retention of key staff in the industry and achievement of"
X Link 2024-01-15T21:48Z [----] followers, 32.4K engagements

"#WesternAustralia has a moral obligation to supply its #uranium to the rest of the world; to help achieve #NetZero goals. Interestingly the WA Government already understands this argument and has already accepted it in relation to a pending change in policy for gas exports. #auspol #uranium #nuclear $cxu A perfect pathway to justify a change in uranium policy. Please have a read of latest article on this topic: As always please comment below and follow this account to keep up to date and share with your friends & associates. And specifically for all West Australians please reshare or download"
X Link 2024-01-16T21:13Z [----] followers, 19.4K engagements

"@MisirStan @ausstockchick Yeah so export permits are provided by ASNO. Thats about ensuring compliance with our anti proliferation obligations. Sell it to the West and that wont be a problem. Ports have to be licensed for it yeah. Adelaide is currently licensed. Others can be too in time"
X Link 2024-01-17T10:42Z [----] followers, [--] engagements

"Hi all investors #uranium and #nuclear update below focused on global market and then how it affects us here in #Australia. #mining #asx #investing It has been a wild week Thanks for your support Global news [--]. The US DOE (@energy) is now referring to U as a Critical Material but still U is not classified as a Critical Mineral. Nor in Australia there were changes to the definition but still U not included. It matters as certain government funding and project assistance requires the definition. The world needs more U; this type of government game playing doesnt help. [--]. Uranium price steady at"
X Link 2024-01-17T21:33Z [----] followers, 17.8K engagements

"Hey all #uranium and #nuclear investors in #asx land and beyond. Here is another update for you- the biggest impact on the U market yesterday has nothing to do with U but with #lithium Liontown $LTR got smoked and hence spooked the rest of the market And more jobs go in the #WA nickel sector. Mining #jobs security now a massive election issue in #westernaustralia. #investing $CXU #mining #auspol #netZero Global news [--]. Spot Uranium price steady. $106. Stable for a few days now. Although no one serious is calling this as the top just taking a breather on its way higher. [--]. Analysts keep"
X Link 2024-01-22T20:12Z [----] followers, 25.8K engagements

"@zhc002 @StarDestr0yer Glad someone enjoyed that. No response from the Premiers twitter account dont tell me its not actually run by him The poor social media manager wouldnt know how to answer that one"
X Link 2024-01-23T08:56Z [----] followers, [--] engagements

"Today $CXU we have released an updated Exploration Target for Yanrey chasing an EXTRA 50M LB of #uranium on top of the 30M LB already in JORC. We also comment on our near term plans to go out and drill test those targets. This cements Yanrey as a world scale #ISR project. Link to announcement:"
X Link 2024-01-23T22:56Z [----] followers, 15.1K engagements

"Gday #uranium and #nuclear punters in #asx land #tsx and beyond. Todays update starts with a message of support and condolences for all the affected families colleagues and friends of Rio workers in the tragic Canadian plane crash. Horrible situation and highlights the risks our industry deals with on a daily basis. More major news out of WA #nickel scene -see below. Emergency plans and meetings to help protect #WA mining jobs. #uranium coming to the fore as a real viable large scale employer #westernaustralia. #investing $CXU #mining #auspol #auspol2024 #netZero Global news [--]. The staring"
X Link 2024-01-24T21:45Z [--] followers, 11.3K engagements

"This hasnt been confirmed yet; but very big news coming out of WA politics if this is correct. Zempilas is a very high profile and popular "#perthonality" in WA; shows election preparations are very much already underway. More momentum towards changing the U policy. Massive upside for WA U companies when this happens. $cxu #uranium"
X Link 2024-01-25T04:04Z [----] followers, [----] engagements

"Confirmed @BasilZempilas is running for pre-selection in the seat of Churchlands. $cxu #Auspol2024 #mining #investing #nuclear #asx For all #uranium investors; he has higher name recognition in #WA than the Premier himself (true - he has sports media background so very well known). And is also more popular than the premier (not hard). Proof the WA Liberals are getting their act together to mount a serious campaign in the next #westernaustralia election. Which means momentum builds further. Either Labor changes the policy; or there is a change of government. WA Gov already scared - mudslinging"
X Link 2024-01-27T06:29Z [----] followers, [----] engagements

"Howdy #uranium and #nuclear investors welcome to another market summary. #asx Harsh few days fo uranium equities markets in Oz being dragged down by a small move in the U spot price (potentially driven by month end effects). Amazing the volatility in sentiment. Its still very good pricing and expected to be that way for the medium to long term North American markets not bad overnight so perhaps ASX will recover some of its recent losses. #investing $CXU #mining #auspol #auspol2024 #netZero Global news [--]. Spot price has finally had a down leg Still in triple figures (just at time of writing.)"
X Link 2024-01-29T21:44Z [----] followers, [----] engagements

"Howdy #uranium and #nuclear investors welcome to another market summary. #asx Harsh few days fo uranium equities markets in Oz being dragged down by a small move in the U spot price (potentially driven by month end effects). Amazing the volatility in sentiment. Its still very good pricing and expected to be that way for the medium to long term North American markets not bad overnight so perhaps ASX will recover some of its recent losses. #investing $CXU #mining #auspol #auspol2024 #netZero Global news [--]. Spot price has finally had a down leg Still in triple figures (just at time of writing.)"
X Link 2024-01-29T22:38Z [----] followers, [----] engagements

"Looking forward to it $cxu #uranium The next guests in my #uranium show are: πŸ‘‰Jonathan Fisher @CxuAsx Calduron Energy CEO πŸ‘‰ Chris Timmins @MrChris_Timmins Pegasus Resources CEO πŸ‘‰David Cates Denison Mines CEO If you have any questions for my guests you can send them to me or leave them in the comments https://t.co/HqrJoyJDWL The next guests in my #uranium show are: πŸ‘‰Jonathan Fisher @CxuAsx Calduron Energy CEO πŸ‘‰ Chris Timmins @MrChris_Timmins Pegasus Resources CEO πŸ‘‰David Cates Denison Mines CEO If you have any questions for my guests you can send them to me or leave them in the comments"
X Link 2024-02-04T02:29Z [----] followers, [----] engagements

"On Friday we released an update on our Melrose drilling progress (link below). $cxu #nickel #uranium #PGE #polymetallic #asx Key takeaways: [--]. We said we would finish drilling in January and we did. Another example of us doing what we say we will do. Consistency and reliability build trust. [--]. Thats a lot of samples that were sent to the lab (872); only after being pre-screened by XRF. Ie only if XRF suggested it was worth testing did we send off. So [---] samples - suggests there is something of interest there. [--]. The word "polymetallic" is mentioned a number of times. So suggests more than"
X Link 2024-02-04T22:30Z [----] followers, [----] engagements

"What a shocker of a day on #asx yesterday for #smallcaps (and the broader market too). For all the loyal #uranium and #nuclear punters please see below another market summary fair bit of interesting news as we count down towards Cameco $CCJ production announcement on Thursday night AEST. $cxu #investing #mining #auspol2024 #netZero Global news [--]. Kazatom finally reported their production disaster late Thursday night (aussie time). And wow 15% shortfall and a bizarre reduction in inventories. Lit a fire under the spot price which immediately rocketed $6 to new records. North American equities"
X Link 2024-02-05T21:52Z [----] followers, 20.8K engagements

"@clp923 Relax; just a bit of humour; but which helps with distribution of the broader message"
X Link 2024-02-05T22:23Z [----] followers, [---] engagements

"Really Consider this: Entirely factual message - good content and news; helping investors understand market dynamics and also providing specific updates on our Company = say [----] views. 95% same message but a bit of humour to engage the market and aid distribution - [-----] views. Thats just the nature of how this platform works. The broader distribution of the message is clearly beneficial for us"
X Link 2024-02-05T22:52Z [----] followers, [---] engagements

"@patrickadownes Big question: How pro Russia are the new cabinet members Is Kaz going the way of Belarus Or were the Govt fired because they weren't reformist (saw some commentary on this)"
X Link 2024-02-06T05:29Z [----] followers, [---] engagements

"Welcome to the last #uranium and #nuclear summary before the Cameco $CCJ production announcement on Thursday night AEST. Friday trading on #ASX will be very interesting. Time to position $cxu #investing #mining #auspol #auspol2024 #netZero A little thank you I recently crept over [----] followers on Twitter many thanks to all that follow and listen and help me to get the story out about our awesome industry more broadly; and specifically about CXU and what I think is the best bang for your buck; knowing you investors have many options of where to put your investing dollars. Also some"
X Link 2024-02-07T23:06Z [----] followers, 15.1K engagements

"Overnight $CXU did a small placement raising $2M at [---] cents (11% premium to [--] day VWAP). Very pleased with the result. #uranium #nuclear #asx #mining #capraise Just a few points for the market to consider on this: [--]. This was placed with a safe pair of hands major shareholder and Uranium bull Parle Investments. Parle have supported us in raises have bought on market and never sold a share. Confident these shares will be squirreled away and not traded. So the register tightens. [--]. Parle holds the same thesis as us - its not a matter of if the WA policy changes its when. And we want to keep"
X Link 2024-02-07T23:37Z [----] followers, [----] engagements

"A sea of red on #uranium #ASX on a Monday I could include a million different memes here about After some strength in NA stocks overnight and spot up; positive signs for ASX for Tuesday. $cxu #investing #mining #auspol2024 #energytransition Global news [--]. Well the $CCJ result on Friday morning Sydney time was a headscratcher Horrible result for Cameco; sold down as investors realise you arent going to get the value of spot price moves out of Cameco in the next few years. But NA market shat itself by CCJ electing not to downgrade [----] production.yet and hence #ASX followed suit. Since then we"
X Link 2024-02-12T21:36Z [----] followers, 12K engagements

"@OnSpeculator I can imagine the choice words John Borshoff would have if he was allowed in the same room as those shorters. #uranium $DYL"
X Link 2024-02-12T22:05Z [----] followers, [---] engagements

"@patrickadownes the day started off a bit iffy; but ASX grew some and stepped up. Given the lead from NA overnight; could have been a lot worse. Good day for $cxu too. #uranium"
X Link 2024-02-14T08:45Z [----] followers, [----] engagements

"There is that saying about living in #interesting times Well indeed we are. So much going on in our industry; its hard to keep up biggest update of the year below. Mostly a red day in #uranium land on #ASX Wednesday; following weakness in NA (US inflation data driven); but with a few bright spots $CXU included. Again NA and #TSX stocks a bit mixed/dodgy overnight; where will ASX take its lead from Warning to those #twitter accounts who get upset with a CEO including humor or sarcasm in updates dont read on there is a bit below (not guaranteeing its funny). My god theres even another #meme."
X Link 2024-02-14T19:52Z [----] followers, 13.3K engagements

"Where will #ASX U stocks go Typical friday pattern Being reported all over #Australia that @BHP is considering closing its #WesternAustralia Nickelwest operations; which should send a chill through @WALabor @RogerCookMLA and a lot of mining contractors large employment lots of jobs to worry about. Not surprising that WA based uranium plays $cxu and $toe (@ToroEnergyASX) seeing some higher volumes recently. There is absolutely room here for a change in WA policy with no one having to say the current policy is wrong (crucial if you want to gain WA gov support). Its just that times have changed;"
X Link 2024-02-15T23:27Z [----] followers, [----] engagements

"So an extra 4.9m pounds needed for [----]. New. Just added. So on top of all the boundless optimism and horrendous net short position we already had WNA has just said we need an extra 2-3 new medium sized mines to come on THIS YEAR to fill the additional gap. #uranium. $cxu. There is just no way this fundamental supply gap gets solved any time soon. #higherforlonger #ASX πŸ’₯ With [--] more #Nuclear reactors now on orderπŸ“œβš› February [----] revised WNA data shows [---] operable reactors (392GW)⚑ [--] under construction (69GW)πŸ— [---] ordered/planned (117GW)🧾+ [---] more proposed (360GW).πŸ§‘πŸ’Ό WNA has raised"
X Link 2024-02-17T06:15Z [----] followers, 20K engagements

"Look at that difference in capacity factor. #uranium. And before the Bowen brigade get started. Yes. We might get a little more capacity utilisation on solar in australia than Germany. Even if we get 3x. Thats still only 30percent. Even thats is not so much that it changes the relative outcome. @CmdrKelvan @patrickadownes @CazThomas8 @ShackelWill @MargoJ69 @AlboMP @IEA Doesnt cost too much when you factor in lifespan of energy production. https://t.co/eU4bDABJ4n @CmdrKelvan @patrickadownes @CazThomas8 @ShackelWill @MargoJ69 @AlboMP @IEA Doesnt cost too much when you factor in lifespan of"
X Link 2024-02-17T09:41Z [----] followers, [----] engagements

"Just because US markets and #TSX were closed yesterday didnt stop a whole lot of news flow happening in #asx and #auspol land #uranium #nuclear Global news [--]. Spot price $101; no real price momentum either way; [--]. @worldnuclear has made a splash increasing their [----] uranium demand by 4.9m lbs; is that U that is just meant to magically appear before our eyes New reactor extensions and restarts also means every year thereafter additional U is required so its not just a [----] issue. [--]. Are we seeing a change in the German approach before our eyes German Minister for Climate Change Habeck states;"
X Link 2024-02-19T21:58Z [----] followers, [----] engagements

"Spot price off and a tough few days for #uranium stocks especially on #ASX. NA stocks finally showed some green today; so which way will ASX go follow spot down; or NA equities up $CXU Against a backdrop of zero new pounds in the market and increased new builds and future demand. Sentiment and momentum are tricky animals Global news [--]. Spot price drops a few bucks; according so some now sitting just below $100; but I dont hear anyone calling the end of triple figure uranium just yet. [--]. You know we are in a dip in sentiment when all the #utwit accounts are now posting photos and memes calling"
X Link 2024-02-21T21:34Z [----] followers, [----] engagements

"See below todays #uranium and #nuclear industry update sentiment remains patchy; spot price down a bit but NA and #TSX stocks very green; finally realising its still a damned good and profitable price And huge #auspol newsflow Could it be a good day for #asx $cxu #investing #mining Here in #Sydney I have just had to live through the cultural phenomenon of @taylorswift13 Eras tour. My wife and daughters went last night; which caps off an honestly year long build up which for me has been somewhat torturous. I am guessing some people reading here will understand. Hopefully things can now get"
X Link 2024-02-26T22:53Z [----] followers, [----] engagements

"i would separate uranium mining from the decision whether or not to have reactors in Australia. Both are popular with the electorate; but similarly we can have a world leading uranium mining industry without domestic reactors. But could there be an iron ore magnate fight here Gina (strongly pro nuclear) vs Andrew (prefers hydrogen)"
X Link 2024-02-27T04:27Z [----] followers, [---] engagements

"Beautiful day in #Perth today. And great discussions at WA Parliament House about #uranium mining policy $cxu #asx"
X Link 2024-02-28T07:28Z [----] followers, 10.4K engagements

"These headlines are getting more regular and more prominent It doesnt take a genius to see the incredible opportunity for WA #uranium to help relieve job loss pressure whilst providing revenue diversification; helping the world achieve net zero and helping WA build our skills to deliver on our national security interests (AUKUS) $cxu $toe @bhp #nobrainer @ToroEnergyASX"
X Link 2024-02-28T22:25Z [----] followers, [----] engagements

"#drilling update from Melrose. $cxu #asx #mining We are drilling again After our initial AC programme there has clearly been something interesting there from the XRF to investigate further. Testing #nickel #cobalt RC rig is now on site testing the deeper targets Hope to release those initial AC results in the next week or so (labs a bit slow)"
X Link 2024-02-29T23:32Z [----] followers, [----] engagements

"Largely Green today for NA #uranium stocks. #asx $cxu #investing #mining while spot treads water again. #NuclearEnergy Most action in #auspol where @PeterDutton_MP has lit a firestorm by dropping a few details of their upcoming policy; and oh boy the anti nuke crowd are losing their minds over it Global news [--]. Spot price not feeling any real momentum; hovering mid to low-mid $90s [--]. Coal to nuclear conversion is a thing and ramping up in the US Thanks to @quakes99 for posting the @energy article published yesterday. This is exactly the argument being put forward for consideration in"
X Link 2024-03-06T22:21Z [----] followers, [----] engagements

"#australians need to know the detail on this. #didyouknow #FactCheck Below is a chart directly from the AEMO [----] ISP report. #uranium #nuclear $cxu #gencost #aemo This shows the breakdown of all assumed installed capacity storage in the NEM; by [----] CER accounting for 65% of the NEMs energy storage capacity (approx. 37GW of capacity). CER IS PAID FOR BY COMSUMERS DIRECTLY SO DOES NOT GET COSTED BY THE GOVERNMENT IN THE TECHNOLOGY COMPARISONS. This 37GW of installed capacity is expected to be paid for by consumers; BUT is assumed utilised by the network for network needs. But given its on the"
X Link 2024-03-08T00:57Z [----] followers, [----] engagements

"Agree Nick; or consider traditional footprint / large nuclear reactors like just constructed in Barakah. Barakah was produced quickly on time from a country that had less of an existing nuclear industry than Australia does. And those costs are absolutely competitive against renewables and firming in Australia"
X Link 2024-03-08T03:28Z [----] followers, [--] engagements

"Did the Australian Prime Minister @AlboMP just. "mis-speak" (thats the politically correct term for it if i recall.) #uranium #nuclear #auspol $cxu Quote Albo when commenting on nuclear "It doesnt help with the cost of living and it CERTAINLY DOESNT HELP WITH CLIMATE CHANGE". (my caps added). United Nations (paraphrasing): Nuclear absolutely helps with Climate Change we wont hit Net Zero without it. Who do you think is better qualified to make that statement Here Albo has made an admission. Whether the economics can work in Australia - the first part of his statement - is up for debate. I"
X Link 2024-03-11T02:29Z [----] followers, 13.9K engagements

"Massive day in Canada Thursday; leading to a great day on #ASX Friday. Followed by a pullback in NA on Friday; easing off ASX #Uranium stocks on Monday. Bit of green bit of red overnight where will ASX head today Again its the #auspol detail which is more interesting $cxu #investing #mining #NuclearEnergy Global news [--]. Spot price not feeling any real momentum; hovering high 80s-low 90s depending on your source. But @uraniuminsider did a great interview recently with @capnek123 explaining how this is moving and why. Very interesting; longer term thematic of higher prices unchanged; worth a"
X Link 2024-03-11T21:56Z [----] followers, [----] engagements

"#ASX #uranium stocks had a pretty solid finish to trade on Wednesday; but overnight U spot price was sold off and equities followed after a somewhat positive morning even Cameco sold off over 5% which seems a bit harsh. $cxu #nuclear #investing #mining Global news [--]. Spot price sold off pretty strongly overnight; still highly profitable but sellers had the upper hand. Its funny how as spot price stalls you see a lot more videos from industry experts trying to educate the investing public on how the macro thematic is strong the reason for the pause in pricing and how higher pricing is still"
X Link 2024-03-13T21:02Z [----] followers, [----] engagements

"I know the U market often doesnt make sense. #uranium $cxu But the only common sense explanation for last nights sell off would be a cheeky trader who perhaps has a book stacked the other way and hence could benefit from pushing price down on a very small trade. But we wouldnt call that market manipulation. This will reverse"
X Link 2024-03-14T01:17Z [----] followers, [----] engagements

"Media is in overdrive about this. #uranium $cxu @ToroEnergyASX At the very least; the WA public will be becoming much more aware of the issue; absolutely a good thing"
X Link 2024-03-18T00:16Z [----] followers, [----] engagements

"Boys at @moneyofminepod at it again @mattymikals Snip here from the recent poddie with @RealRickRule #uranium $cxu Quote of the day when discussing Australia's industry involvement "You have #uranium supply you are trusted around the world you have wonderful capital markets you have wonderful scientists. The only thing you unfortunately have is politicians that are almost as dumb as Americans Which is a real pity" Matty; "You got that right""
X Link 2024-03-18T04:00Z [----] followers, 12.9K engagements

"Todays #investor summary; #busyday Bit of life and momentum in #uranium; #ASX stocks mixed. Huge amount happening especially in #wapol given the policy announcement of the Liberals. #nuclear #investing #mining $cxu Global news [--]. Spot price has rebounded off its lows and up a couple of bucks back to mid 80s. Feels a tiny bit of momentum nice. NA equities ticking backing up. [--]. Does this have to do with those @NAC_Kazatomprom results Complete refusal to supply guidance for 2025; and with this warning given; suggests ramp up in [----] is unlikely "In the current pricing environment another"
X Link 2024-03-18T22:07Z [----] followers, [----] engagements

"Spot #uranium pushing up again; media attention on the state based #WesternAustralia uranium #mining ban continuing to rocket; more details demanded of the libs federal policy. Somewhat different drivers emerging for the mining issue vs the domestic #nuclear reactors issue. See below the daily summary. $cxu #asx #nuclearenergy #investing #asxnews Global news [--]. Spot price creeping steadily back up now; hitting $90 again; again on relatively thin volume. If someone wants serious pounds they will be paying a lot more. [--]. Belgium in the news; urging the EU to wean itself of Russian fuel; noting"
X Link 2024-03-25T20:31Z [----] followers, [----] engagements

"Relatively quiet in #ASX #uranium land over last couple of days; but the #wapol media interest about the ban continues to generate significant headlines. Certainly positive sentiment for the WA uranium players. See below the daily summary. $cxu #asx #nuclearenergy #investing Global news [--]. Spot price pretty much steady last couple of days [--]. Massive solar farm destroyed in Texas by a hail storm. This adds to the very real issue of the availability of insurance for these kinds of assets; and questioning the wisdom of completely relying on power generating assets that are very susceptible to"
X Link 2024-03-27T20:40Z [----] followers, [----] engagements

"Welcome back #asx #uranium investors. Hope you had a great Easter; for those of you who dont care for Easter itself; hope you made the most of the public holidays $cxu #investing #nuclearenergy #auspol Some interesting newsflow continues from #Australia in the political space Global news [--]. Spot price again treading water. While we were all off taking some family #holiday time over easter; nuclear plants around the world will kept generating stable base load power to the grids. No holiday for them. [--]. #Nuclear Energy Summit in Brussels last week. Global Industry pushing forward. Australia"
X Link 2024-04-01T22:40Z [----] followers, [----] engagements

"@QuixoticQuant Aidian aren't people beginning to learn that you are the one that actually does read the fine print #rookieerror"
X Link 2024-04-01T22:56Z [----] followers, [---] engagements

"NEWSFLASH: Australian Parliament House itself emits more radiation than a nuclear power plant. (source World Nuclear Association Minerals Council). Because of how much #Granite they have used throughout it. Anyone who has been there will know. If our esteemed Climate and Energy minister and anti nuclear crusader @Bowenchris is true to his word; he will be so worried about this that he better not ever attend Parliament again Please let that be true #uranium $cxu #nuclearenergy #auspol @MineralsCouncil @nuclearforaus @ShackelWill @WorldNuclear @NuclearHazelnut @StandUp4Nuclear"
X Link 2024-04-02T03:35Z [----] followers, [----] engagements

"One of the continual arguments from those that oppose #uranium mining in #WA is that we cant do it safely. And the reason for that they say is because of #radiation. $cxu #asx #investing #auspol #westernaustralia @walabor @LiberalAus @LiberalsWA @MineralsCouncil @amec_org @CCI_WA @CMEWA Lets just leave aside the plain fact that it has been done safely for [--] years just across the border in South Australia. And lets do a quick common sense logic check on the levels of radiation involved in the mining of uranium; and how that compares to radiation levels experienced in our every day life here"
X Link 2024-04-02T21:49Z [----] followers, [----] engagements

"Bit of momentum sneaking back into the U stocks #asx #uranium investors. $cxu #nuclearenergy FYI; its coming up to school holidays here in Oz; so I will be out of the office for a couple of weeks. So I wont be posting regular market updates until I am back; but will still repost some interesting industry news. And I have the CXU team feverishly working on drill planning Global news [--]. Spot price trickling up; just a little bit. $90 next week again Momentum starting to roll again [--]. SPUT @sprott banked $18m in cash yesterday; no purchases. Ooo they have a nice war chest now [--]. #Coal to"
X Link 2024-04-03T23:16Z [----] followers, [----] engagements

"For those that prefer video content; this is a fantastic short summary from @CISOZ about how @Bowenchris has been selecting the numbers to fit his narrative of how renewables are cheaper than #nuclear. In this video they unpick the assumptions and you literally can see with your own eyes how there is NOTHING behind them - straight from the horses mouth. No spin. Just admitting the facts. Its amazing. Well worth a watch. #uranium #nuclearenergy $cxu @QuixoticQuant #auspol Please share"
X Link 2024-04-04T05:02Z [----] followers, [----] engagements

"More here on the unrivalled ability of Western Australia in the #radiation space; reaffirming our unrivalled ability to mine #uranium safely. $cxu @RogerCookMLA @walabor @LibbyMettam @LiberalsWA @BasilZempilas @MineralsCouncil @amec_org @CCI_WA @CMEWA @westaustralian WA is home to the worlds premier commercially operated radioactive (and chemical hazardous) waste facility the Sandy Ridge Facility. This is a facility that is very close to my heart having been instrumental in its approval financing and development. This facility was approved by the WA Labor Government recognising how much of an"
X Link 2024-04-04T23:04Z [----] followers, [----] engagements

"Russian plans to invade #Kazakhstan Maybe just rumours or misinformation. But wow if this were to occur the #uranium price would go through the roof. $cxu https://www.reddit.com/r/UraniumSqueeze/s/4QYosWAFrU https://www.reddit.com/r/UraniumSqueeze/s/4QYosWAFrU"
X Link 2024-04-08T08:46Z [----] followers, [----] engagements

"Havent moved all morning. #Bali Early morning drink (left). Mid morning (right). #bintang Worry not $CXU team continuing to work hard while I take a bit of R&R. Looking forward to getting that drill rig on site. #uranium #asx #mining #investing"
X Link 2024-04-09T03:52Z [----] followers, [----] engagements

"@patrickadownes Strangely mixed day today. There was some scary news about that drone attack on a power station in Ukraine. Who knows if true or not. But market didnt skip a beat. Shows the fundamental demand case is robust. #ukraine $cxu"
X Link 2024-04-09T07:44Z [----] followers, [----] engagements

"Three things to take from this photo $cxu #uranium #asx #bali #ilovebali [--]. #bintang comes in large bottles too. Who knew Very happy to discover that. [--]. My wife was clearly very happy to spend an hour with me without me talking about uranium for once [--]. I am fully refreshed and back to Sydney tomorrow. Lots more advocacy lined up on WA uranium policy. #auspol #wapol As we return to Sydney our thoughts are with all those affected by the horrible events at Bondi Junction over the weekend. So many lives changed from this"
X Link 2024-04-15T01:20Z [----] followers, 23.9K engagements

"I am now fully refreshed after a holiday in #Bali and back to the grind Pleased to be once again providing an update on #uranium and #nuclear issues with a particular focus on #Australia. And I am amped for what we have coming up at $cxu; more on that below #asx #nuclearenergy #investing #asxnews Global news [--]. Spot price continues flirting with a big push through $90 but currently content to sit around that level; interesting that the same market experts that called the rapid move from $50 to $100 are now calling for an equally rapid rise to c. $150 territory in the second half of the year."
X Link 2024-04-17T23:47Z [----] followers, [----] engagements

"What is "risky" is to let @bowenchris anywhere near Australia's energy policy. #auspol #uranium #nuclearenergy It was previously hypothesised that the electorate would vote "anyone but @PeterDutton_MP . But despite some ongoing jibes about physical appearance; that sentiment seems to have died down. Now its "Anyone but Bowen". If Labor lose the next election it will be squarely at the feet of Bowen. I had been thinking Chris had been suspiciously quiet over the last month; and thought there was an even chance that @AlboMP may have deliberately muzzled him. Given every time he tries to make a"
X Link 2024-04-21T22:42Z [----] followers, [----] engagements

"Hey A My read is that the proposed policy has got enough "traction" and with AUKUS being championed by Labor (those submarines are very popular) this means the government can't run the simple "nuclear is bad" scare campaign. Hence they will dig their trench on "riskiness" and "economics" while the rest of the world powers ahead (pun intended) with nuclear new build"
X Link 2024-04-21T22:52Z [----] followers, [---] engagements

"@spuddy009 Must admit i had missed that one Rock chip samples only so take it with a grain of salt; but some very nice grade there. Definitely worth keeping an eye on will add it to my list"
X Link 2024-04-23T02:58Z [----] followers, [---] engagements

"Note to #uranium investors #asx. $cxu Small moves in Spot driven by a few traders and utilities playing games does not make or break the #investing thematic. However news from the World #Nuclear Fuel Cycle conference in Almaty Kazakhstan about @NAC_Kazatomprom upcoming cuts to its [----] guidance (August) expectations of "lower for longer" KZAP production and continued announcements of new build life extensions and the changing winds of the perception of nuclear in Germany for example do"
X Link 2024-04-26T00:36Z [----] followers, [----] engagements

"#Germany reversing its position on #nuclear would be like the second coming of #jesus for the #uranium industry. $cxu News are erupting in Germany that the parliament's decision to go through with the nuclear phase-out was partly based on false information that seems to have been deliberately falsified. https://t.co/ItBW2CSKrt News are erupting in Germany that the parliament's decision to go through with the nuclear phase-out was partly based on false information that seems to have been deliberately falsified. https://t.co/ItBW2CSKrt"
X Link 2024-04-26T07:00Z [----] followers, 12.7K engagements

"@ASXAttempts Not likely. @sprott could sell chunks of their stockpiles as could other physical holders. They just wont do that at anything like the current spot price. #uranium"
X Link 2024-04-26T07:45Z [----] followers, [---] engagements

"As you all know I am very active on X; keeping the #utwit community updated on news from Australia and particularly Western Australia and the great progress being made by $CXU. #Uranium CXU also has a very active presence on Linkedin; with some differentiated content there. For those active on both platforms please follow us there also QR code below or link: https://au.linkedin.com/company/cauldron-energy-limited https://au.linkedin.com/company/cauldron-energy-limited"
X Link 2024-04-29T03:59Z [----] followers, [----] engagements

"Big day for #uranium equities in North America and spot price bounced nicely. More importantly; huge amount of fundamental positive newsflow continuing about the #nuclear sector. Expect a good day on #asx. $cxu #nuclearenergy Global news [--]. Spot price bounced a couple of buck back to $90. Biggest move we have seen in a while. [--]. A new update from @uraniuminsider last was published last week its well worth the watch; the level of detail and understanding of the factors driving price and equities is unparalleled [--]. The dumpster fire that is the German energy policy has come into focus again"
X Link 2024-04-29T23:18Z [----] followers, [----] engagements

"Another big day for #uranium equities in North America following the Russian uranium ban; and spot price bounced nicely (again). Positive vibes for the #asx session. Cannot understate the importance of the Russian ban highlighting that bifurcation is long term. This turbo charges the momentum to overturn the WA ban. $cxu #nuclearenergy #nuclear Global news [--]. Spot price climbing back now up to $92 Many pundits calling for strong price action in the coming month as the [--] day period in which the Russian ban actually comes into effect. Triple figures again soon [--]. US Senate passed the Russian"
X Link 2024-05-01T23:17Z [----] followers, 46.6K engagements

"@str_182 Feels like there is just a touch of hypocrisy from Bowen doesn't it"
X Link 2024-05-02T01:31Z [----] followers, [---] engagements

"@dubortoli Eduardo you know you need to look at $cxu"
X Link 2024-05-04T03:24Z [----] followers, [----] engagements

"@un69me @dubortoli Just heard they are really well managed 🀣"
X Link 2024-05-04T05:53Z [----] followers, [--] engagements

"Eventually yes a WA port would be preferable to reduce inland transport costs. But; can start up using an existing licenced port (eg Adelaide) - the price of yellowcake can easily sustain that model. What many people dont realise is that the uranium produced in SA is trucked in shipping containers on public roads through Adelaide to the port. No one bats an eyelid"
X Link 2024-05-05T23:45Z [----] followers, [--] engagements

"@westaustralian is the leading news platform in #WesternAustralia. Unrivalled in its distribution to voters. $cxu #uranium #nuclearenergy #auspol #asx Please see below my latest piece of advocacy published this morning. WA has the highest standard of living in Australia off the back of the golden goose of iron ore royalties. The goose is now cooked; and the government must plan for a post iron ore price boom world. Changing the #uranium policy is one of the easiest decisions it can make to create thousands of jobs to replace those lost in iron ore and nickel and lithium. Please share / repost"
X Link 2024-05-06T00:24Z [----] followers, [---] engagements

"Significant number of interesting stories coming out of WA here with respect to the momentum towards #uranium policy change; a big chunk of the #ASX junior land is presenting at the @VEvents_RIU conference in #Sydney this week. $cxu #nuclearenergy #nuclear Global news [--]. Spot price sitting low $90s having pushed higher following the Russian import ban. [--]. @NAC_Kazatomprom results reported the news there being confirmation that the new acid plant is delayed until [----] (instead of 2026). Already expected but good to have confirmed. Further right from the top of Kazatom confirmation they are"
X Link 2024-05-06T22:03Z [----] followers, [----] engagements

"Just that feeling creeping in to #uranium markets that the grind upwards is again underway in earnest. What will be the practical implications of the Russia ban $cxu #nuclearenergy #asx #nuclear Global news [--]. Spot price now sitting around $93; slowly but surely moving back towards those magical triple figures Lots of reporting (ie from Citi) that uranium price could spike another 60% off the back of the Russian ban (ie to $150). Expect the equities to move should that occur [--]. UK has announced more funding for the Urenco HALEU facility; wanting it to be up and running by 2031; dual aims of"
X Link 2024-05-08T23:34Z [----] followers, [----] engagements

"Excited to be joining another Twitter Space on Tuesday morning 7am AEST to discuss all matters #uranium mining and #nuclear energy. Happy also to talk specifically about $cxu. Pls forward this link on to anyone you think might be interested Listen and ask questions live (although it might be a bit early for some) alternatively I will also send around the link to the recording afterwards. πŸŽ™ Join @QntmExpeditions with CEO of Cauldon Enegy Jonathan Fisher @CxuAsx πŸ₯‡ Jonathan has extensive knowledge on Uranium mining and is also a government approvals & policy expert. Hit the reminder to hear"
X Link 2024-05-12T01:44Z [----] followers, [----] engagements

"Decent day for NA #uranium equities overnight; looking for some green and perhaps more importantly some volume through on #asx today $cxu #nuclearenergy Global news [--]. Spot price muted; hovering just above $90 ish. [--]. @POTUS finally got around to signing into law the US Russian uranium ban; news came through early on the Tuesday ASX trading day but ASX seemed non-plussed with the news and spot price has been flat. Lots of chatter on #utwit about how this means $200 U is coming; equities think otherwise What else can we take away from this Well it was a bipartisan bill; which is quite the"
X Link 2024-05-15T23:35Z [----] followers, [----] engagements

"Broadly a green day on #ASX for #uranium stocks on Monday; nice way to start the week And similarly green in North American markets last night. Lets hope the ASX reads the tea leaves this morning Look at the photo below (no meme today) Yanrey at sunset. #Stunning. And activity ramping up $cxu #nuclearenergy #asx #nuclear Global news [--]. Spot price still holding around the low $90s. [--]. Poland looking to follow the French model and hit 77% nuclear share of generation; following failed attempts to reduce reliance on coal through solar and wind. Poland are being proactive and running in parallel"
X Link 2024-05-20T23:16Z [----] followers, [----] engagements

"**** BREAKING NEWS ***** $CXU Major shareholder moves to 19.99% #uranium #asx #investing #ausbiz #drilling #asxnews We are pleased that our major shareholder has continued to support the Company through purchases of shares and most recently through the conversion of some option holdings. This continued support positions Cauldron well for its current exploration programme where site works are underway at Yanrey; and for our broader overall strategy of continuing to bank uranium pounds to the balance sheet. @quakes99 @patrickadownes @SloCan68 @uraniuminsider @Swedish_uranium @UraniumEquities"
X Link 2024-05-23T03:36Z [----] followers, [----] engagements

"Its a busy week not only does $CXU have the drill rig heading out to Yanrey looking for #uranium; but $APC (i am a NED on this) has a rig heading out to near the Golden highway near @_GoldRoad Gruyere project looking for #gold. #asx #exploration #drilling APC is a recap; small market cap also with an exciting project in West Arunta near $WA1 and $RCR. #niobium NEW WEST ARUNTA PLAYER $APC is recently recapped; with [--] exciting projects: [--]. #gold next to @_GoldRoad Gruyere project. [--]. Project in the West #arunta looking for #REE and #niobium; in same area as $WA1 $RCR $4M MC. $2M EV."
X Link 2024-05-24T03:38Z [----] followers, [----] engagements

"This is a fantastic video; that touches upon issues across the nuclear chain including past accidents and even previous poor mining practices in #uranium. Not shying away from any of that. But then it highlights the unparalleled strengths of #nuclear the transformational changes in uranium mining and technological advances in reactor design which solve prior issues and concerns. What is left to deal with is the public perception issue; which is magnified by continued misinformation and scare campaigns. I would urge all Australians (especially West Australians) to have a look; and do a deeper"
X Link 2024-05-24T05:14Z [----] followers, [----] engagements

"@jonkudelka Hey Jonkudelka; Understand you are against nuclear for Australia; OK. How about uranium mining in Australia; to export uranium to those countries that are building reactors and who are desperate for our uranium Its a separate issue; so just wondering where you sit on that one"
X Link 2024-05-24T06:13Z [----] followers, [---] engagements

"Well Sean I am not an engineer. I am certainly not going to lead the transition. But I do have a role to play I think the scariest part is people thinking renewables are the magic bullet solution which can magically appear without needing raw materials to be mined: without needing extraordinary amounts of processing and then complex manufacturing The amount of energy that goes into producing renewables relative to their energy payback is scary. The ratio is terrible"
X Link 2024-05-25T05:21Z [----] followers, [--] engagements

"@DWBlack14 #uranium drill pads being pushed as we speak and rig heading out to site shortly. Excited to get those [-----] metres drilled $cxu"
X Link 2024-05-27T07:41Z [----] followers, [---] engagements

"Slow news day for #asx #uranium; but significant commentary from #auspol as more reviews of the latest @CSIRO #Gencost report are made public. Bowen hits the tweets again like a mad man as the Fed Government is in full hypocrite mode; trumpeting AUKUS will bashing nuclear generally. Trying to justify their completely opposing policy positions must be creating serious headaches for Labor strategists #investing #ausbiz $cxu #nuclearenergy Global news [--]. Spot price flat; very little meaningful direction. Does the market have a spot of confusion about how the US ban will actually be implemented"
X Link 2024-05-27T22:49Z [----] followers, [----] engagements

"OK thats one rig out on site $APC. #gold #arunta #drilling $cxu bulldozers continue pushing pads (there are a huge amount of them - big campaign) at Yanrey #uranium. We're off Just north of Golden Highway & the 6m ounce Gruyere Gold Mine. Mobilisation of Rig to Lake Wells Gold Project $APC - https://t.co/w1wHUOPrWP #Gold #Yamarna https://t.co/3av20dE43S We're off Just north of Golden Highway & the 6m ounce Gruyere Gold Mine. Mobilisation of Rig to Lake Wells Gold Project $APC - https://t.co/w1wHUOPrWP #Gold #Yamarna https://t.co/3av20dE43S"
X Link 2024-05-28T00:10Z [----] followers, [----] engagements

"@tutes5 @capnek123 for now"
X Link 2024-05-29T07:31Z [----] followers, [--] engagements

"Mixed day yesterday for #uranium #asx and tough day overnight in north American market. how will #australia markets behave today #investing #ausbiz $cxu #nuclearenergy Global news [--]. Spot price down a touch; hovering at around $90 ish views are that US buyers are getting a bit less stressed about the prospect of obtaining a waiver. Will be very interesting to see how this all plays out. [--]. According to Bloomberg; and despite Germany having no active reactors (although note they are still in a condition that would let them make a relatively sharp restart should a change of policy occur) the"
X Link 2024-05-30T00:02Z [----] followers, [----] engagements

"Spot price moves in the short term and the concern about long security of supply are two very very different things. US Department of Energy just published their plans for 200GW of new capacity; equating to approx [---] million pounds per annum of new supply just for the US alone. That is basically equivalent to the entire existing global market"
X Link 2024-06-03T05:55Z [----] followers, [--] engagements

"Hey Timmy- I am doing some research here. Quite separate from building nuclear reactors in WA would you support mining of uranium in WA for export to help the world decarbonise Mining uranium is actually the single highest leverage activity we could do in WA to help global climate change"
X Link 2024-06-03T06:24Z [----] followers, [--] engagements

"Hey Uncouth- I am doing some research here. Quite separate from building nuclear reactors in WA would you support mining of uranium in WA for export to help the world decarbonise Mining uranium is actually the single highest leverage activity we could do in WA to help global climate change"
X Link 2024-06-03T06:25Z [----] followers, [--] engagements

"@Zzllizhengze @Bowenchris Things is Zz by all accounts Bowen is actually a pretty sharp tool. (at least he considers himself to be). Can he be highly intelligent yet at the same time completely unawares of how he is perceived"
X Link 2024-06-03T06:27Z [----] followers, [--] engagements

"Horror day for #ASX #uranium yesterday; following on from a weak lead from North American equities. As I have heard many of the U bulls yelling; its a good buying opportunity Nothing has changed with the macro thematic Although knowing the ASX things could be interesting today. $cxu #NuclearEnergy Note about the Uranium poll please see the link below about the Poll (on Linkedin) about uranium mining and nuclear in WA. If you have a LinkedIn account; I would greatly appreciate you voting Trying very hard to expand the poll size Global news [--]. Spot price hovering around $90; a touch"
X Link 2024-06-05T23:00Z [----] followers, [----] engagements

"That and you know nuclear plants don't rely on forced labour: https://www.bloomberg.com/graphics/2021-xinjiang-solar/ Why Advanced Nuclear Beats Solar Power A [--] GW solar project covering [------] acres just came online in China. An equivalent advanced nuclear project sits on [---] acres & produces [--] times more electricity. https://t.co/j96tKq6SKr https://www.bloomberg.com/graphics/2021-xinjiang-solar/ Why Advanced Nuclear Beats Solar Power A [--] GW solar project covering [------] acres just came online in China. An equivalent advanced nuclear project sits on [---] acres & produces [--] times more"
X Link 2024-06-06T04:24Z [----] followers, [----] engagements

"I have watched this multiple times now. [--]. Pointed and impressive questions by Senator McDonald. [--]. This brings new questions to the decision by the Labor government not to put uranium on the Critical Minerals list - our trading partners clearly desperately need it (this is one of the criteria for inclusion in the Critical Minerals list). [--]. Someone in the Dept will be feverishly writing a memo"
X Link 2024-06-07T00:17Z [----] followers, [----] engagements

"@Drhook747 yes casino. that is spot price. (indicative) Term price:"
X Link 2024-06-07T03:32Z [----] followers, [--] engagements

"This takes the cake for the strangest discovery of the year. In the middle of nowhere on our Yanrey tenements while looking for #uranium $cxu Exploration manager Angelo found this #asx"
X Link 2024-06-10T21:39Z [----] followers, [----] engagements

"Regular #asx #uranium and #nuclear market update So much going on in #auspol land for uranium and nuclear; against a backdrop of a short term weak spot price; public holiday on ASX yesterday so will we take a lead from North American stocks which had a reasonable day despite weakness in spot Global news [--]. Spot price has dived over the last week; now trading $83 vs $90 only a week ago. [--]. TerraPower (backed by Bill Gates) has held its ground breaking ceremony for its first Natrium reactor [--]. A US Microreactors (reactor on the back of a truck) has progressed through initial sage of pre testing"
X Link 2024-06-11T00:04Z [----] followers, [----] engagements

"More sideways movements overnight in #uranium; which way will #asx head today $cxu The most interesting news is coming from #auspol Global news [--]. Spot price still hovering around $86-87 [--]. Estonian Parliament has joined the club and voted to develop nuclear energy; after a through debate on the subject [--]. Support for nuclear in the US is at record high levels; according to latest survey cited by the @WorldNuclear (over 75%) Demonstrates why nuclear seems to be the one thing that you can get done on a bipartisan basis in the US at the moment [--]. The UN atomic energy chief has been doubling"
X Link 2024-06-17T22:00Z [----] followers, [----] engagements

"@moneyofminepod $APC recently recapped; interesting ground in the West #arunta @OzPotash. Full disclosure - I am a NED on this; reckon its worth a bit of a look"
X Link 2024-06-17T22:55Z [----] followers, [---] engagements

"If I were an AMWU member working in the regions I would be disgusted. Nuclear provides long term stable jobs with very high skills transfer from coal. Shouldnt the union be looking after jobs Oh. And it uses less water than the already existing water licences from the coal plants. #misinformation #auspol"
X Link 2024-06-20T04:03Z [----] followers, [----] engagements

"Future generations will be able to pinpoint the exact moment reasonable political discourse in Australia died. #auspol #nuclear Peter Duttons dangerous and expensive nuclear fantasy is not what Australia needs. It will cost workers and mean higher energy bills. https://t.co/WRMpHVLba3 Peter Duttons dangerous and expensive nuclear fantasy is not what Australia needs. It will cost workers and mean higher energy bills. https://t.co/WRMpHVLba3"
X Link 2024-06-20T05:33Z [----] followers, [----] engagements

"Mmm well. If you take international experience into account. Its the best example we have. Say Finland which is the country to most recently fire up a reactor. A horribly late and over budget reactor. Yet literally switching it on immediately dropped pricing because of the way the market works. Having ample steady baseload power available drops volatility and hence average cost of the marginal MW"
X Link 2024-06-22T01:21Z [----] followers, [--] engagements

"Last week I presented at the @VEvents_RIU Gold Coast conference. Check this out - great summary of what we have going on at $CXU; please political overview of Aussie #nuclear and WA #uranium. Please repost"
X Link 2024-06-23T22:19Z [----] followers, [----] engagements

"More heat coming out of the West Arunta today. $APC has a very attractive landholding in that region; very leveraged to the success of that project. Keen to get on ground there soon #niobium Our friends in the West Arunta ASX:ENR @Encounter_ENR have had a big day today; up c.70% on niobium hits $APC is the lowest EV explorer with big ground in that same region - can't wait to get on ground and progress our Nexus project in the West Arunta https://t.co/KfDhdCgqQE Our friends in the West Arunta ASX:ENR @Encounter_ENR have had a big day today; up c.70% on niobium hits $APC is the lowest EV"
X Link 2024-06-24T02:42Z [----] followers, [----] engagements

"IMPORTANT AEMO COST CLARIFICATION Yesterday Australia's Energy Market Operator @AEMO_Energy released the Final [----] Integrated System Plan. #auspol #nuclear #uranium So that everyone is crystal clear to deliver the AEMO plan 90% of all households are assumed to fork out about $15k each to buy a Tesla Powerall and then let the network use it (that is $200bn). Similarly they need to all go and buy an electric car ($30-50k minimum each) (again95% EV saturation) and then let the network use that as well (i havent costed that one) And then risk trying to drive to work in the morning and"
X Link 2024-06-26T23:29Z [----] followers, 19.3K engagements

"There may well be incentives offered to participate in the scheme; doesn't hide the fact the additional capex is required. Further there is now talk of the network actually charging people if they discharge excess solar back to the grid (instead of being paid for it). Wont that be fun"
X Link 2024-06-27T03:23Z [----] followers, [---] engagements

"Such as interesting point GJM. Some have said the whole rooftop solar strategy is a massive wealth transfer (given all the subsidies etc) to those that can afford to do it or have living arrangements that allow for it from those that can't participate (and who are left to shoulder a greater proportion of network costs from a smaller user base). Wealth transfer from the Poor to the Rich. Reverse Robin Hood scenario. As such you would think Labor would be against the policy but no they totally love it. Go figure"
X Link 2024-06-27T04:15Z [----] followers, [---] engagements

"Hey Peter or Renew Economy. Fantastic that householders will drive the energy transition Sounds like households are expected to fork out a hell of a lot of money to do that - shouldn't households be given a bit of a guide as to what they are expected to spend out of their own purse before approving an AEMO strategy that assumes they will do just that AEMO could have easily done that but decided not to. Only seems fair to disclose no"
X Link 2024-06-27T04:38Z [----] followers, [---] engagements

"Hey @TMFScottP a related question very relevant today. A number of Super funds today would be excluded in investing in any nuclear industry that may develop in Australia because a number of the Ethical guidelines still exclude nuclear. Assuming the economics stack up should they be allowed to invest Has the time come to recognise nuclear as green in this country as is now common place around the world Continuing a ban on investment might not be in the best interest of members if the economics stack up #auspol #ausbiz #uranium #nuclear Super funds should be forced to act in the best interest"
X Link 2024-06-27T05:47Z [----] followers, [----] engagements

"@simonahac B1. But if the toast hits C then its C2"
X Link 2024-06-28T20:50Z [----] followers, [---] engagements

"$I88 took the cake for performance of the day yesterday on #uranium #ASX; in #auspol24 land polling is landing showing Libs have a bit of work to do with women whereas @AlboMP has a bit of work to do on other issues. Some big announcements by project developers PDN PEN BMN DYL shows there is life yet in the U sector $cxu Global news [--]. Spot price mid 80s; but frankly flat sentiment and low volumes [--]. Although Spot might get a bit of spice with the US DoE putting out an RFP for $2.7bn worth of domestic enriched uranium; all part of "weening itself off the Russian uranium teet". (I did try the"
X Link 2024-07-01T23:18Z [----] followers, 17.8K engagements

"@uraniuminsider Its funny Justin apparently we can't learn anything from what happens overseas. We live in this magical nirvana Australia; where the laws of physics are different"
X Link 2024-07-02T01:39Z [----] followers, [---] engagements

"Nice little update from $APC today (where I am NED); this is the first update on the West #Arunta project; the hottest exploration post code in Australia at the moment. #niobium $RCR $WA1 @OzPotash BUT: read this sentence about the pending Geophys review: "The Company is planning to release the results of this initial review imminently and use it as the basis for future targeting work as it progresses its on-ground exploration programs." So another interesting project update to come soon Link:"
X Link 2024-07-09T00:14Z [----] followers, [----] engagements

"@OzPotash nice work Matt $APC #niobium"
X Link 2024-07-09T00:39Z [----] followers, [--] engagements

"#ASX #uranium market summary Apologies for the lack of updates last week; it was school holidays over here so was out of office for a little while And damn; what a news week we have here Equities continue to be a bit soft overseas; as does price. Global news [--]. Spot price seen a touch weaker over the last days around $83-84; however as recent research indicates even during the time of spot price stagnation contract prices have continued rising; up 17% in 1H2024 now at $79.50 [--]. The Czechs have chosen the Koreans to deliver 4x reactors; some discrepancies in reactor size and price reported"
X Link 2024-07-22T22:41Z [----] followers, [----] engagements

"#uranium #drilling tease from site. $cxu #asx #miningnews Here is the #brainstrust (Kale from Wireline Services; explaining to our Technical Supremo Jeff Moore); logging the data directly in the field. Look forward to having the first batch of results All going to plan"
X Link 2024-07-22T23:52Z [----] followers, [----] engagements

"Nice work over at $APC (I am a NED). Building the base for an interesting exploration programme West Arunta Acquisition $APC - https://t.co/AOkzjAsKBY Adding hot property in the richly mineralised West Arunta - on the same path as 1BnAUD $WA1 300mAUD $ENR and others. Next steps geophysics desktop and heritage agreement. https://t.co/gjG31lv3UY West Arunta Acquisition $APC - https://t.co/AOkzjAsKBY Adding hot property in the richly mineralised West Arunta - on the same path as 1BnAUD $WA1 300mAUD $ENR and others. Next steps geophysics desktop and heritage agreement. https://t.co/gjG31lv3UY"
X Link 2024-07-24T00:21Z [----] followers, [---] engagements

"#ASX #uranium market summary I was travelling in WA last week so missed my regular Thursday update; that just means more exciting news and views today And its #Auspol in over drive Global news [--]. Spot price still sliding sideways around $82. No love. [--]. $KAP results pending to be released Thursday. Traditionally surprise from KAP has moved the market; looking forward to seeing the latest from them. Acid plant update anyone [--]. China continuing its nuclear buildout with Ningde #5 having commenced construction. Thats [--] out of [--] planned for the site. [--]. Spain has extended the operating licence of"
X Link 2024-07-29T22:45Z [----] followers, [----] engagements

"$APC put out a great announcement today on West Arunta project progress. For those that didn't have time to read it MD Matt gives the TL;DR summary below. #asx #niobium #exploration A short video here from MD Matt Shackleton highlighting why we are so excited about our West #Arunta project and how well we compare to some of our nearest neighbours $APC #asxnews $rcr $wa1 https://t.co/5VHVgPeYbF A short video here from MD Matt Shackleton highlighting why we are so excited about our West #Arunta project and how well we compare to some of our nearest neighbours $APC #asxnews $rcr $wa1"
X Link 2024-07-31T03:36Z [----] followers, [----] engagements

"#ASX #uranium market summary πŸš€Boom $4 increase on spot off concerns of Kaz acid again; North American stocks strong over night; expect #asx may behave itself and follow through. $cxu #nuclear #AI Global news [--]. Spot price up strongly $4 to $86; driven by CCP (indirectly KAP see below). AND MORE IMPORTANTLY uranium contract prices now at [--] year highs at $79; with further increases expected. [--]. $CCJ @cameconews released its quarterly results their own production on track but continued issues with their $KAP JV; due to acid issues. Market realises that this may read across all of $KAP"
X Link 2024-07-31T23:15Z [----] followers, [----] engagements

"#ASX #uranium market summary $cxu Well what can I say Brutal might be the best word; other words I probably shouldnt say even on twitter. Confluence of recent factors ($KAP US recession fears Nikkei shitting itself) has pushed sentiment down hard across the board. More to come Overnight performance on US markets suggests so. Still some interesting notes of positivity out of #auspol. I bet there are a few people nursing sore heads this morning after getting on it at Diggers to try and forget about the horrible market environment. Global news [--]. Spot price has been loitering around low $80s;"
X Link 2024-08-05T22:36Z [----] followers, [----] engagements

"#ASX #uranium market summary $cxu Some sense has returned to markets; uranium equities now seeming very over sold; will it be a quick V shaped correction or a slow build back Again its the #auspol scene where a lot of the news is And we have our first set of #drilling results out many more to come #nuclear. Global news [--]. Spot price still drifting in the low 80s. [--]. Hong Kong aiming on buying huge amounts of reliable nuclear energy from mainland china as it strives to decarbonise its energy supply. [--]. Quakes gave a really interesting update on the US Waiver situation ban kicks in on August 11"
X Link 2024-08-08T01:59Z [----] followers, [----] engagements

"Initial #uranium drilling results released today $cxu #asx Here is my #TLDR video summary So much more to come Jono"
X Link 2024-08-08T04:18Z [----] followers, [----] engagements

"@Bowenchris oh god are we back to these tweets again Was the social media lackey that does these for you on holiday for the last month"
X Link 2024-08-09T05:15Z [----] followers, [---] engagements

"@FbmHero @AlboMP A court process that should not have been needed if all was done above board"
X Link 2024-08-09T07:34Z [----] followers, [--] engagements

"@FbmHero @AlboMP But not actually normal. Needed because the jabiluka mining lease is due to expire next week"
X Link 2024-08-09T07:36Z [----] followers, [--] engagements

"Last week I had the opportunity to take a tour of Australia's world class #nuclear reactor and research complex at @ANSTO Lucas Heights #sydney. $cxu #uranium #DYK [--]. #Australia 's #OPAL reactor is the best performing research and medical isotope reactor in the world. Undisputed. [--]. ANSTO delivers critical medical isotopes internationally for diagnosis and cancer treatment [--]. Undertaking world leading research - especially MEN - next generation #PROSTATE CANCER research is done here. This is something that will directly affect a huge proportion of us. [--]. ANSTO also does research programmes to"
X Link 2024-08-12T01:19Z [----] followers, [----] engagements

"Is @LilyDAmbrosioMP deliberately misleading the public; or does she just not understand capacity factor Comments welcome. #auspol. Weve helped Victorians install over [--] gigawatts of solar capacity - more than the Yallourn coal-fired power station and nearly as much as Loy Yang A. The best part Its ensuring hundreds of thousands of Victorian households save money on their energy bills each and every day. https://t.co/a3SlVNdvAF Weve helped Victorians install over [--] gigawatts of solar capacity - more than the Yallourn coal-fired power station and nearly as much as Loy Yang A. The best part Its"
X Link 2024-08-12T04:16Z [----] followers, [----] engagements

"#ASX #uranium market summary $cxu Political machinations in Australia #auspol continue to make the news; while uranium stocks have stablilised a bit but looking for some news to push the next leg up. Global news [--]. Spot price still flat lows 80s. [--]. But more speculation that there is a lot more long term contracting coming up in the short term which should drive a bit of interest [--]. The Russian import ban into the US is now in effect [--]. Norway is going more nuclear with the 3rd plant proposal lodged. Going for the approach of multiple SMRs [--]. So I made a comment in my last update about"
X Link 2024-08-12T19:18Z [----] followers, [----] engagements

"@ausstockchick Thanks Stockchick We also have regular sets of results coming out from our ongoing drill programme. There is plenty of #uranium there $cxu"
X Link 2024-08-13T09:12Z [----] followers, [---] engagements

"@ABCmediawatch I am pro nuclear and I had a post taken down last week somehow related to this whole thing. Successfully appealed and back up it went. The post blocking seems to happen on both sides"
X Link 2024-08-13T10:47Z [----] followers, [---] engagements

"Earlier in the week I presented at the @amec_org investor afternoon. $cxu #Uranium You won't find the full version of the presentation on the #ASX platform given there are restrictions on any material that may be viewed as political (ASX Guidance Note 14). A few of my statements on the WA #Uranium Policy and the strong drivers for change would fit that definition Hence posting it here Link below Please feel free to reach out; and share the presentation widely"
X Link 2024-08-15T03:42Z [----] followers, [----] engagements

"@TRAVmoneyofmine Has grok ever sold iron ore to China Little bit of grade makes a massive difference As does ship size. Someone who just bought a haul road might be getting a touch nervous"
X Link 2024-08-15T11:15Z [----] followers, [---] engagements

"@janrosenow China uses coal to power industries like solar panel manufacturing which they sell to the West. I dont agree with @TuckerCarlson about much; but he was spot on with the irony of this situation"
X Link 2024-08-18T11:04Z [----] followers, [----] engagements

"@patrickadownes Ok Patrick so i punched intro Grok: Who is Patrick Downes #uranium You will love the response: https://x.com/i/grok/share/m4fp3ecty1SOb7woScdR7rtGG https://x.com/i/grok/share/m4fp3ecty1SOb7woScdR7rtGG"
X Link 2024-08-19T05:03Z [----] followers, [---] engagements

"Its an interesting model where the ACF action was launched through the Environment Defenders Office which is in part funded by various State Governments (incl WA) and now also by Federal Funding. So the Government providing funding to challenge the validity of its own approvals. No wonder building a project in Australia is so damned hard #auspol The Australian Conservation Foundation has apologised to its supporters after scrapping a Federal Court challenge to Woodside Energys $16 billion Scarborough gas project off WAs north-west. https://t.co/JDYmKsEDUE The Australian Conservation"
X Link 2024-08-19T05:29Z [----] followers, [----] engagements

"@CarlCapolingua carl you forgot $cxu. Currently drilling first set of results already out; second set rather close"
X Link 2024-08-19T06:11Z [----] followers, [---] engagements

"@5BNylonTip Hi Drooling Like it or not the mining industry is absolutely essential to keeping or improving our standard of living. Further without it there is no way we fight climate change. Significant increases in mining are needed to electrify the economy and reduce emissions"
X Link 2024-08-20T01:23Z [----] followers, [---] engagements

"sorry to hear you think that Salty. Like it or not the mining industry is responsible for the largest chunk of wealth generation in Australia; underwriting the country's high standard of living. And its absolutely necessary for us to help fight climate change. Agree there were previous bad practices; with clean ups required. infact in my previous roles i have actually developed dedicated infrastructure to help clean up country. Mining can be done in a way which balances all the competing issues of all stakeholders. That is the key"
X Link 2024-08-20T01:35Z [----] followers, [---] engagements

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