@FreiburgCoffeeC John GaltJohn Galt posts on X about $bmnax, $bnnlf, $uuuu, namibia the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence countries 25.45% finance 13.64% stocks 10% travel destinations 1.82% cryptocurrencies 0.91% exchanges 0.91% technology brands 0.91% automotive brands 0.91%
Social topic influence $bmnax 15.45%, $bnnlf 15.45%, $uuuu 6.36%, namibia 6.36%, $dyl 6.36%, $dyllf 6.36%, summary 4.55%, $efr 4.55%, $fuu 3.64%, just a 3.64%
Top accounts mentioned or mentioned by @bannermanenergy @johngalt88 @deepyellowltd @energyfuels @f3uranium @atomiccorp @cameconewss @itochuintl @bossenergy @praisekek @erongored @namwaterna @nampowernamibia @oranogroup @cruxinvestor @patrickadownes @isoenergyltd @premierauraniumor @bhp @asmaus
Top assets mentioned Energy Fuels Inc. (UUUU) Eaton Vance Senior Floating-Rate Fund (EFR) NexGen Energy Ltd. (NXE) Uranium Energy Corp. (UEC) Clear Channel Outdoor Holdings, Inc. (CCO) Cameco Corporation (CCJ) Bitcoin (BTC) IsoPlexis Corporation (ISO) BHP Group Limited (BHP) Ameren, Corp. (AEE)
Top posts by engagements in the last [--] hours
"Looks like I found the topic for my article on Sunday. Let's see which parts are true and which are designed to scare people into selling. Follow me on Substack or Patreon if you want to hear my conclusion ππΌ http://patreon.com/JohnGalt88 http://substack.com/@johngalt88 We are short NexGen Energy Ltd $NXE. We believe NPV of $NXE's Rook I project is overstated 43% to 62%. $NXE's 29.7M lbs. production is impossible and $NXE is ultimately an insider enrichment scheme with substantial downside. Full report now available https://t.co/4MDshx5BeT http://patreon.com/JohnGalt88"
X Link 2026-02-06T17:54Z [----] followers, [---] engagements
"Great interview by @CruxInvestor like usual ππΌ https://youtu.be/rk9RwvH0dc8si=vjlevhapxiHdH9ko https://youtu.be/rk9RwvH0dc8si=vjlevhapxiHdH9ko"
X Link 2026-02-08T08:32Z [----] followers, [---] engagements
"What the heck π² Thats horrible Kidnappers kill Vizsla mine workers in Mexico https://t.co/QFxPy0kwSx Kidnappers kill Vizsla mine workers in Mexico https://t.co/QFxPy0kwSx"
X Link 2026-02-09T17:53Z [----] followers, [---] engagements
"I'm not sure if this is bullish for @AtomicCorp π¬ When Niger's Army Chief of Staff said we are going to war with France he does not mean that we are going to Paris to fight for France absolutely not. He is referring to a defensive war. For a long time now Imperial France has been waging a war on Africans a war of https://t.co/GQIwmopIwD When Niger's Army Chief of Staff said we are going to war with France he does not mean that we are going to Paris to fight for France absolutely not. He is referring to a defensive war. For a long time now Imperial France has been waging a war on Africans a"
X Link 2026-02-13T19:29Z [----] followers, [---] engagements
"@patrickadownes Let's face it. People are chasing "magic Internet money". There is no interest in mining because bitcoin and tech is working so much better. I guess we will have to be patient"
X Link 2024-12-04T07:02Z [----] followers, [----] engagements
"1/24 β‘π¨ What if Canada is hiding the next Cameco under its frozen forests A uranium deposit so rich it maxes out radiation meters. and a second discovery that could turn one mine into a district. Is NexGen Energy about to rewrite nuclear history π₯π₯ #uranium $NXE"
X Link 2025-08-28T13:54Z [----] followers, 13.9K engagements
"3/24 Why you should care: Uranium isnt oil. Theres no open the tap. Projects are few complex and slow. When one stumbles the whole market feels itbecause price is made at the margin πͺ"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements
"12/24 Even Kazakhstanthe 800-lb gorillaflagged lower volumes ahead. When the biggest producer blinks the market listens. One tug on the web tightens every strand. πΈ #Uranium"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements
"1/23 β‘π¨ $BOE just pulled the pin on its own long-term mine plan. A uranium producer is basically saying: Stop using our Feasibility Study. π₯ So is this a speed bump or the moment the market realises the pounds werent real π―"
X Link 2025-12-18T08:49Z [----] followers, [----] engagements
"Did you know that BHP Group's Olympic Dam mine in Australia hosts the world's largest known single uranium deposit where uranium is produced as a byproduct of copper mining (contributing 25% of revenue) alongside gold and silver"
X Link 2025-12-25T08:09Z [----] followers, [----] engagements
"1/10 Is @IsoEnergyLtd quietly positioning for @PremierAUraniumor just buying a U.S. uranium option A small-looking share deal may be a much bigger signal about timing leverage and what comes next. $ISO $ISOU #uranium"
X Link 2026-01-13T07:48Z [----] followers, [----] engagements
"1/10 β‘π¨ The uranium markets sleeping giant isnt a junior its $BHP @bhp. Olympic Dam sits on the worlds largest uranium orebody β’ Yet most investors barely price it. π―π₯ So whats being overlooked"
X Link 2026-01-26T20:06Z [----] followers, [----] engagements
"1/10 β‘π¨ Is $UUUU secretly building a non-China MAGNET supply chain or just stacking press releases π―π₯ @Energy_Fuels wants Utah Korea to become the new rare-earth corridor π₯ And buying @ASM_aus is the missing link. Heres the chain everyones watching β"
X Link 2026-01-30T14:33Z [----] followers, [----] engagements
"1/10 β‘π¨ A world-class uranium mine can get stopped by paperwork. π₯ Can Indigenous interventions stall @NexGenEnergy_s Rook I and squeeze a tight uranium market even tighter π―π₯ Heres the part most investors dont price"
X Link 2026-02-06T12:51Z [----] followers, [----] engagements
"Fun fact: $NXE could actually rip higher precisely because it doesnt hit those production numbers. Missing the targets would trigger a brutal uranium short squeeze. So if this report is right it would send the stock (and probably the whole sector) flying and absolutely wreck the hedge fund thats short. Not sure they fully thought this one through. https://twitter.com/i/web/status/2020046330211573927 https://twitter.com/i/web/status/2020046330211573927"
X Link 2026-02-07T08:05Z [----] followers, [---] engagements
"@Boss_Energy ( $BOE ): Director Joanne Palmer bought [----] shares on-market at A$1.76 (modest increase in insider ownership). https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/79782/boss-energy-director-joanne-palmer-increases-stake-through-on-market-share-purchase/ https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/79782/boss-energy-director-joanne-palmer-increases-stake-through-on-market-share-purchase/"
X Link 2026-02-08T05:03Z [----] followers, [---] engagements
"@PraiseKek Is resignation still a thing nowadays :D"
X Link 2026-02-09T10:19Z [----] followers, [---] engagements
"@quakes99 $UEC will become the meme stock it was always meant to be π"
X Link 2026-02-11T03:03Z [----] followers, [---] engagements
"@compliantvc More efficient government in Italy π I guess you never been to South Europe π"
X Link 2026-02-13T11:19Z [----] followers, [---] engagements
"Here's my deep dive into @CulperResearch's @NexGenEnergy_ short report. It took me a while to check and cross-reference it with $nxe's feasibility study. I hope it's useful. #uranium https://t.co/91OClS9ZMX https://t.co/91OClS9ZMX"
X Link 2026-02-08T18:50Z [----] followers, [----] engagements
"1/10 Why is @cameconewss cheque so small in @CanAlaskas [----] program and does it mean Cameco isnt interested Heres the twist: the small cheque is mostly ownership math not sentiment and it changes how you should read CVVs risk. $CVV $CCO #uranium"
X Link 2026-01-07T10:41Z [----] followers, [----] engagements
"1/10 What could sink @aee_auraenergys Oviken mine before it even starts $AEE Everyone thinks this is a metals story. Sweden is treating it like a drinking-water story and that changes everything"
X Link 2026-01-11T17:54Z [----] followers, [----] engagements
"1/23 β‘π¨ $FUU just dropped a maiden uranium resource and then moved the drill bit away. π³ Brilliant capital-cycle move or quiet abandonment π₯π"
X Link 2025-12-23T04:55Z [----] followers, [----] engagements
"Heres my take on what could capor derailthe uranium bull market. Most risks wont matter this cycle but if certain technologies scale and byproduct uranium grows it could pressure the thesis at the margin. Threads + article linked below ππΌ #Uranium"
X Link 2026-01-15T16:31Z [----] followers, [----] engagements
"A short seller says NexGens Arrow mine plan cant deliver what it promises. We pulled the key claims apart and separated engineering risk fromtheatre. A FridayShock It hit like these things http://x.com/i/article/2020401725186715648 http://x.com/i/article/2020401725186715648"
X Link 2026-02-08T11:22Z [----] followers, [----] engagements
"π¨ @Lotus_Resources $LOT just produced 70.1k lbs of UO and then raised A$76m at A$2.15. That combo made me dig into the quarterly line by line: - drums sales until converter qualification clears - acid was a real constraint not a footnote - pre-production costs are creeping (US$15.2m vs US$10.6m budget) If youre a shareholder this is the kind of update where the wording matters as much as the numbers. https://t.co/Qzu4qHrf3c https://t.co/Qzu4qHrf3c"
X Link 2026-02-10T17:48Z [----] followers, [----] engagements
"ASX: BMN has a binding financing-and-operating JV with CNOL plus 60% life-of-mine offtaketurning Etango from maybe into a gated race. The JV That Lands Before The Verdict Bannerman has spent years http://x.com/i/article/2020749419004452865 http://x.com/i/article/2020749419004452865"
X Link 2026-02-12T10:36Z [----] followers, [----] engagements
"China just locked up 60% of a future uranium mines pounds before its even built. β‘β’ My latest deep dive on @BannermanEnergy $BMN: the Etango JV with CNOL what it really changes for shareholders and why pounds going east could tighten the squeeze on western utilities. ππβ‘ https://t.co/zyx90JohsB https://t.co/zyx90JohsB"
X Link 2026-02-12T18:44Z [----] followers, [----] engagements
"π¨ @cameconewss [----] results look great on the surface but most shareholders will misunderstand what they own. CCJ isnt just a uranium miner. Its a contract machine. In a spike that matters. I broke down the [--] numbers that change the thesis + the risks nobody models (ceilings purchases/loans conversion bottlenecks capex gravity). $CCJ $CCO #uranium https://t.co/6b96cQpMOS https://t.co/6b96cQpMOS"
X Link 2026-02-13T20:35Z [----] followers, [----] engagements
"PDN.AX sold well at Langer Heinrich and advanced PLSbut the half-year shows where cash contracts and capex can still ambush shareholders. Three Numbers That Dont Belong Together http://x.com/i/article/2022714486356914176 http://x.com/i/article/2022714486356914176"
X Link 2026-02-15T05:44Z [----] followers, [----] engagements
"Just dropped an article on @Paladin_Energys H1 results and Im not buying the all good vibe at face value. Yes they sold pounds at strong prices. Yes the numbers look cleaner. But the report has a nasty contradiction hiding in plain sight: profits but barely any operating cash. Thats how turnarounds quietly turn into dilution stories. If you hold $PDN (or want to) read this before you get comfortable ππΌ https://t.co/5ZjT4fTMyA https://t.co/5ZjT4fTMyA"
X Link 2026-02-15T19:39Z [----] followers, [---] engagements
"A reboot at Kayelekera Uranium Mine in Malawi puts ASX:LOT on a tight clock where acid qualification and cash decide what producer really means. The Quarter In One Sentence The quarterly reads like http://x.com/i/article/2020746868934758400 http://x.com/i/article/2020746868934758400"
X Link 2026-02-10T04:18Z [----] followers, [----] engagements
"CCJ/CCO is selling certainty to utilities while rationing supply from Canada and Kazakhstanand quietly shifting where the real leverage sits. A Market That Feels TightAnd Still Doesnt Tell You Why http://x.com/i/article/2022297370524798977 http://x.com/i/article/2022297370524798977"
X Link 2026-02-13T13:59Z [----] followers, [----] engagements
"In Greenlands southern fjords uranium and rare earths sit under frozen law and hot politicsuntil Washington decides the supply chain is worth the fight. Americas Arctic Temptation A barren plateau http://x.com/i/article/2023382063282257922 http://x.com/i/article/2023382063282257922"
X Link 2026-02-16T13:05Z [----] followers, [---] engagements
"10/24 Niger: political shock. SOMARs flow of pounds disrupted exports snarled ownership contested. A steady African source turned uncertain overnight. Geopolitics doesnt ask permission. ππ§"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements
"14/24 Why prices jump on low volume: the spot indicators track the last deals not the whole market. If the urgent buyer pays up the benchmark resetsthen sellers re-price higher. Staircase up elevator down. πͺπ"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements
"22/24 Big takeaway: Uranium supply runs on human timeengineers permits weldersnot headlines. In a shallow pool a few determined buyers can move the waterline fast. Expect air pockets and keep your seatbelt on. π«π₯ #uranium #nuclear"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements
"23/24 What it means: Buckle up for volatility. This market rewards patience and punishes complacency. Understand the cycle the cost curve and the difference between mined pounds and delivered pounds. Not financial advice. π‘π"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements
"24/24 If my thread brought you value π‘ please consider supporting my work ππΌ For the price of a coffee β youll get the full article π§Ύ - not just the X summary. Join here ππΌ http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements
"1/12 β‘π¨ BREAKING: Did Washington just put U.S. uranium on a federal FAST LANE Dewey-Burdock won FAST-41agencies get public deadlines and are on the clock. Is this when America finally gets serious about fuel security π₯ #uranium #nuclear #energy"
X Link 2025-08-29T20:09Z [----] followers, [----] engagements
"If my thread brought you value π‘ please consider supporting my work ππΌ For the price of a coffee β youll get the full article π§Ύ - not just the X summary. Join here ππΌ Or help me fund my own PC π https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-08-29T20:09Z [----] followers, [---] engagements
"If my thread brought you value π‘ please consider supporting my work ππΌ β For the price of a coffee youll get the full article π§Ύ not just the X summary. Join here ππΌ Or help me fund my own pc ππΌ http://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-08-30T18:01Z [----] followers, [---] engagements
"π A dusty mill in Utah a collapsed merger and a Nasdaq gamble. Anfield Energys story has it allpromise peril and politics. Heres the full thread π§΅ @Anfield_Energy $aec"
X Link 2025-09-01T13:00Z [----] followers, 13.5K engagements
"If my thread brought you value π‘ please consider supporting my work ππΌ For the price of a coffee β youll get the full article π§Ύ - not just the X summary. Join here ππΌ Or help me fund my own PC π https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-09-01T13:00Z [----] followers, [----] engagements
"1/23 β‘π¨ America just woke up to a shocking nuclear truth: The U.S. has reactors but almost NO domestic capacity to convert uranium into usable fuel. Now $UEC @UraniumEnergy says it wants to change that in a BIG way. Is this the birth of a new U.S. nuclear era π₯ #uranium"
X Link 2025-09-02T08:46Z [----] followers, [----] engagements
"If my thread brought you value π‘ please consider supporting my work ππΌ For the price of a coffee β youll get the full article π§Ύ - not just the X summary. Join here ππΌ Or help me fund my own PC π https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-09-02T08:46Z [----] followers, [---] engagements
"1/3 π¨β‘ Americas nuclear comeback may run through one gate and a miner wants the keys. UEC is pushing a US UF6 conversion tollbooth the choke point between mines and reactors. Choke point of the decade or headline hype $UEC #Uranium #NuclearEnergy"
X Link 2025-09-02T16:27Z [----] followers, [----] engagements
"1/23 π¨β‘ Can a giant underground metal detector shave months and millions πΈ off a uranium drill program π What $FUU.V $FUUFF @F3Uranium just started at Tetra could decide it. ππ― #uranium #nuclear"
X Link 2025-09-03T08:26Z [----] followers, [----] engagements
"If my thread brought you value π‘ please consider supporting my work ππΌ For the price of a coffee β youll get the full article π§Ύ - not just the X summary. Join here ππΌ Or help me fund my own PC π https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-09-03T08:26Z [----] followers, [---] engagements
"If my thread brought you value π‘ please consider supporting my work ππΌ For the price of a coffee β youll get the full article π§Ύ - not just the X summary. Join here ππΌ Or help me fund my own PC π https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-09-03T11:20Z [----] followers, [---] engagements
"1/24 β‘π¨ Swedens plot twist: from banning uranium to betting on new reactors. Is Stockholm about to marry SMRs with two of the worlds biggest shale-hosted uranium systems Buckle up. π₯π₯ #Sweden #nuclear #uranium"
X Link 2025-09-04T13:05Z [----] followers, [----] engagements
"1/23 π¨π₯ Bannerman Energy $BMN @BannermanEnergy just inked its FIRST uranium offtake deals with Tier-1 utilities but heres the twist: they dont deliver until [----] and include a shocking 10% FLEX clause π±β‘ What does it mean in a sellers market #uranium #nuclear"
X Link 2025-09-05T06:51Z [----] followers, [----] engagements
"1/8 β‘π¨ F3 Uranium just upsized its financing to C$17Msmart move or headache for holders Lets keep it simple. $FUU $FUUFF @F3Uranium #uranium"
X Link 2025-09-11T18:40Z [----] followers, [----] engagements
"7/8 Why it matters: the cash funds Athabasca Basin exploration. If drill results hit great; if not its just dilution. Execution headlines. π "
X Link 2025-09-11T18:40Z [----] followers, [---] engagements
"8/8 Bottom line: company-friendly not predatory. Expect near-term chop; long-term outcome depends on drill results and insider alignment. Not advice. $FUU $FUUFF @F3Uranium #uranium #mining"
X Link 2025-09-11T18:40Z [----] followers, [---] engagements
"2/23 Scene-setter π: Cree East sits [--] km from the Key Lake mill in Saskatchewanclose enough that a discovery here could hitch a ride on existing infrastructure. Mills = gravity wells for value. π§²π #EnergySecurity #MiningStocks"
X Link 2025-09-25T13:00Z [----] followers, [---] engagements
"1/23 β‘π¨ On time. On budget. First blast fired. Live power ON. HPGR passed factory tests. Etango is stepping out of the slide deck and into the desert. $BMN.AX $BNNLF @BannermanEnergy #uranium #nuclear #Namibia"
X Link 2025-10-01T13:01Z [----] followers, [----] engagements
"3/23 Quick backdrop π: DFS (Etango-8) targets [---] Mlbs/yr UO at [--] Mtpa. A scoping study outlined expansion paths up to [---] Mlbs/yr. Timeline risk is the gametodays update reduces it. $BMN.AX $BNNLF @BannermanEnergy #uranium"
X Link 2025-10-01T13:01Z [----] followers, [---] engagements
"4/23 Safety + people π·βπ·: Nearly [--] years lost-time-injury free with site headcount set to ramp [---] [---] next quarter. Thats disciplined scaling not chaos. $BMN.AX $BNNLF @BannermanEnergy #mining"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"5/23 Power β‘: 33kV construction power is commissioned; mini-subs installed; site is on live grid via @Erongo_RED. Fewer generators more reliability. $BMN.AX $BNNLF @BannermanEnergy #Namibia #infrastructure"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"6/23 Dirt moving π«: Bulk earthworks (a key 24-month package) 42% complete. Heap-leach pad advancing; process solution ponds excavation underway. $BMN.AX $BNNLF @BannermanEnergy #mining"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"7/23 Access upgraded π§: Site access road finished and the C28 intersection widenedsmall line item big schedule/safety impact. $BMN.AX $BNNLF @BannermanEnergy #infrastructure"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"8/23 First blast π₯: Local contractor began blasting drainage rock for the heap-leach pad; the first shot went off on [--] Sept [----]. Local execution local jobs. $BMN.AX $BNNLF @BannermanEnergy #Namibia"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"9/23 Concrete set π§±: Phase [--] concrete contract (primary crusher structure) awarded to Namibian firm K Neumayer Civil Contractors. In-country capacity = faster cycles. $BMN.AX $BNNLF @BannermanEnergy #mining"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"10/23 Water (construction) π§: Network pressure-tested and live across laydown areas. Hydraulics arent headlinesuntil they delay you. Not here. $BMN.AX $BNNLF @BannermanEnergy #infrastructure"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"11/23 Water (permanent) π§π: Infra agreement signed for the pipeline from NamWater base to mine; supply agreement expected in coming months. @NamWater_na #Namibia #infrastructure"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"12/23 Power (permanent) β‘π‘: Full-form supply agreement signed with @nampowernamibia; new feeder bay at Kuiseb substation entering design & build. Grid integration reduces risk. $BMN.AX $BNNLF @BannermanEnergy"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"14/23 Dry plant design π: Under @Woodplc leadership dry-area engineering 86% complete. IFC drawings for primary crusher tunnel secondary/tertiary zones in hand. $BMN.AX $BNNLF @BannermanEnergy #engineering"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"15/23 Wet plant design πβ: Process/mass balance review underway; mechanical packages to market for Certified Vendor Data; wet-area engineering 22% complete. $BMN.AX $BNNLF @BannermanEnergy #engineering"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"16/23 Critical long-lead β
: HPGR tertiary crusher passed Factory Acceptance Testing in Hattingen Germany ; now being prepped for shipment. HPGR = lower energy per tonne. $BMN.AX $BNNLF @BannermanEnergy #HPGR"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"18/23 Management tone π§: On-time on-budget paired with tight contract controls and stage-gate approvals. Translation: spend is gated scope creep fenced. $BMN.AX $BNNLF @BannermanEnergy #capitaldiscipline"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"20/23 Macro tie-in ππͺ: Add 3.56.7 Mlbs/yr potential to a tight #uranium market and you shift utility negotiation math. Optionality at Etango is a weapon in a contracting cycle. $BMN.AX $BNNLF @BannermanEnergy"
X Link 2025-10-01T13:01Z [----] followers, [---] engagements
"21/23 Local wins π€: Namibian contractors on-site; utilities aligned; Walvis Bay logistics secured. Supply chain resilience is an underpriced asset in mining. @Erongo_RED @NamWater_na @nampowernamibia @NamibianPorts"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"22/23 Risk watch π§π©: FID/financing remain ahead; long-lead logistics utility timelines and cost control stay in focus. But each completed milestone narrows the cone of uncertainty. $BMN.AX $BNNLF @BannermanEnergy"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"23/23 Bottom line π‘: Etango is migrating from PDFs to realitypower on roads open concrete set HPGR green-lit. Keep Etango on your uranium dashboard. $BMN.AX $BNNLF @BannermanEnergy #nuclear #Namibia"
X Link 2025-10-01T13:01Z [----] followers, [--] engagements
"11/23 "Navoiyuran" (operator) runs day-to-day and plugs into existing plants/pipelinescheaper faster. ππ§© #efficiency #mining #uranium"
X Link 2025-10-08T12:57Z [----] followers, [---] engagements
"12/23 $8001.T @ITOCHUIntl = trading muscle + potential offtakes. Translation: easier to place pounds on long-term deals. πΌπ #Japan #nuclearfuel #uranium"
X Link 2025-10-08T12:57Z [----] followers, [---] engagements
"19/23 Country angle: More jobs exports and budget revenue for plus a bigger role in global fuel security. πβ’ #Uzbekistan #development #energysecurity"
X Link 2025-10-08T12:57Z [----] followers, [--] engagements
"20/23 Investor angle: No pure-play in @Oranogroup (unlisted) or Navoiyuran (state). Listed link = "$8001.T @ITOCHUIntl". Not advicejust facts. ππ§ #investing #DYOR #uranium"
X Link 2025-10-08T12:57Z [----] followers, [---] engagements
"22/23 Where we are: the "quiet" phasepermit build drill. The "loud" phase starts when pounds hit converters and contracts print. ππ #cycle #uranium #nuclear"
X Link 2025-10-08T12:58Z [----] followers, [---] engagements
"23/23 Bottom line: @Oranogroup + Navoiyuran + $8001.T @ITOCHUIntl are turning plan plant at South Djengeldi. Small project "big signal". π₯β’ #uranium #nuclear #CentralAsia"
X Link 2025-10-08T12:58Z [----] followers, [---] engagements
"12/23 Important twist β Wiluna is one of four "grandfathered" uranium projects allowed to proceed under current WA policy β
The others: Yeelirrie & Kintyre (@Cameco) and Mulga Rock (@DeepYellowLtd) π"
X Link 2025-10-13T03:57Z [----] followers, [---] engagements
"1/23 β‘π¨ Big move in Australia: Export Finance Australia signaled support for the Donald Projectwhere @Energy_Fuels ( $UUUU ) partners with @astron_corp ( $ATR ). Could this unlock a new rare-earths supply line π₯π"
X Link 2025-10-21T05:29Z [----] followers, [----] engagements
"1/23 π¨π₯ What if the next uranium producer quietly lining up a [----] start is already locking in its playbook today Deep Yellows quarter wasnt flashybut the signals are loud. $DYL $DYLLF @DeepYellowLtd β‘π₯"
X Link 2025-10-23T05:26Z [----] followers, [----] engagements
"1/22 π¨ New uranium hits right next to Tumas in Namibia. Shallow true-width intercepts at the brand-new Tinkas prospectoptional feed or just noise Lets separate signal from hype. @DeepYellowLtd $DYL $DYLLF ππ₯"
X Link 2025-10-30T11:54Z [----] followers, [----] engagements
"2/22 Scene π: Erongo region Namibia. A calcretised palaeochannel system sits adjacent to the planned Tumas operation. New scout drilling lit up parts of that channel. @DeepYellowLtd $DYL $DYLLF ππΊ"
X Link 2025-10-30T11:54Z [----] followers, [---] engagements
"7/22 Geometry π§: Think ancient riverbeds. The palaeochannel appears to widen to the west and is shallow ( [--] m). In plain English: easy to drill now prove it connects. π§©"
X Link 2025-10-30T11:55Z [----] followers, [--] engagements
"8/22 Why now matters : Tumas FID was pushed out earlierso near-plant low-strip pounds of UO could de-risk and extend the plan. Optionality matters in tight uranium markets. @DeepYellowLtd $DYL $DYLLF β½β"
X Link 2025-10-30T11:55Z [----] followers, [---] engagements
"12/22 Best-case π: Step-outs stitch the GT clusters into a trend. That creates bolt-on feed potential for a future Tumas plantadding nearby pounds at the margin. @DeepYellowLtd $DYL $DYLLF π"
X Link 2025-10-30T11:55Z [----] followers, [---] engagements
"18/22 Near-surface upside/downsides β: Super cheap to drill and mine but grade can swing fast. Expect positive and negative surprises as the grid fills in. π’"
X Link 2025-10-30T11:55Z [----] followers, [--] engagements
"19/22 Strategy lens π§ : Management is playing for optionsturning uncertainty into catalysts. If the west connects the project narrative improves. @DeepYellowLtd $DYL $DYLLF π§°"
X Link 2025-10-30T11:55Z [----] followers, [---] engagements
"1/8 π¨ In the middle of a uranium upcycle Deep Yellow went through a boardroom coup: CEO out overnight stock hit hard questions over Tumas and Mulga Rock. I retraced every step since that moment. $DYL $DYLLF @DeepYellowLtd"
X Link 2025-12-05T14:27Z [----] followers, [----] engagements
"@sanitzisf6k @DoombergT What are you buying I was planning to build my oil portfolio on the biggest and best companies and then go up the risk curve after researching which companies are well-run and underpriced"
X Link 2025-12-30T08:16Z [----] followers, [--] engagements
"1/10 Can @district_metals turn Swedens uranium reset into real value or just a bigger map $DMX is racing to lock up alum shale ground around Viken as rules thaw but the real test is politics + processing. #uranium"
X Link 2025-12-31T07:36Z [----] followers, [----] engagements
"1/10 Is @MyriadUranium consolidating Copper Mountain to build itor to be bought $M $MYRUF $RSH #uranium"
X Link 2026-01-18T17:18Z [----] followers, [----] engagements
"19/23 Canada sits as optionality in the background. π Permitting/EIS engagement continues. Winter drill prep was completed and drilling began in Jan [----] targeting Saloon East and resource conversion/extension within Triple R. β Another Canadian program is described as completed with winter shutdown and ongoing review"
X Link 2026-01-21T05:37Z [----] followers, [---] engagements
"1/23 β‘π¨ Why is $GLO @AtomicCorp raising equity with warrants if the debt yes is supposedly close Is this a bridge πor a warning sign π₯ #uranium"
X Link 2026-01-23T14:01Z [----] followers, [----] engagements
"1/10 π¨β‘ A boring uranium contract signed in early [----] just became a geopolitical time bomb. π₯π― If Russia takes Ukrainian reactors or Ukraine stops being a functioning counterparty what happens to @cameconewss long-term UF deal π₯ $CCJ"
X Link 2026-01-25T18:30Z [----] followers, [----] engagements
"1/10 β‘π¨ @CanAlaska is drilling three projects this winter but heres the uncomfortable question π―π₯ Are they drilling for answers or drilling for headlines π₯ $CVV"
X Link 2026-01-27T11:51Z [----] followers, [----] engagements
"Everyone sees the record uranium pounds. π¨ The real tension is that @Boss_Energy (ASX: $BOE) just rewrote the blueprint behind them. β‘ This matters now because uranium rewards momentum fast while mine plans change slow. When those clocks diverge retail holders get whipsawed by headlines. Bosss December-quarter story is two narratives running at once. Honeymoon is ramping like a functioning industrial system but the long-duration assumptions behind the operation have been put back on the workbench. The setup most investors miss is how an ISR mine actually wins. In-situ recovery is plumbing +"
X Link 2026-01-28T06:34Z [----] followers, [----] engagements
"@PraiseKek In hindsight I should have just bought Cameco and called it a day"
X Link 2026-01-29T18:50Z [----] followers, [---] engagements
"1/10 β‘π¨Midnight. The runway lights blur. Then Niamey hears it: gunfire. But the real question isnt who attacked π―π₯ Its: what was sitting behind the fence and did the attackers know @AtomicCorp #niger #uranium"
X Link 2026-02-01T18:42Z [----] followers, [----] engagements
"1/ π¨ Energy Fuels Deep Dive The U.S. Uranium Wild Card A thread on their production reality mill capacity and what could make or break their role in the uranium bull market. π§΅ $UUUU $EFR #Uranium #NuclearEnergy #Commodities"
X Link 2025-08-10T13:17Z [----] followers, 26.3K engagements
"4/ β Court kills offshore permit: $TTE @TotalEnergies $SHEL lose South Africa Block 5/6/7 rights on enviro review gaps; can re-apply. Bear #TotalEnergies #SouthAfrica #EnergyTransition #OilExploration"
X Link 2025-08-14T18:48Z [----] followers, [--] engagements
"1/10 β‘π¨ BREAKING: Americas rare-earth magnet chain just got real Energy Fuels ( $UUUU / $EFR) + Vulcan Elements sign an MOU to validate U.S.-sourced NdPr/Dy in U.S. magnets; first validation ships Q4 [--]. π§²π #RareEarths #Magnets #MadeInUSA @Energy_Fuels"
X Link 2025-08-26T11:14Z [----] followers, 11.1K engagements
"1/ π¨ Something unusual is happening at Energy Fuels ( $UUUU $EFR). Multiple insiders just sold stock but the story isnt as simple as it looks. Heres why it matters for uranium rare earths & investors π #uranium #nuclear #investing"
X Link 2025-08-31T17:21Z [----] followers, [----] engagements
"1/4 β‘π Microsoft joined @WorldNuclear. Thats not PRits positioning. In the AI race the scarce advantage isnt a modelits what happens behind closed doors. $MSFT #AI #nuclear"
X Link 2025-09-03T16:06Z [----] followers, [----] engagements
"1/3 π¨π₯ Energy Fuels ( $UUUU $EFR @Energy_Fuels) calls its projects a uranium pipeline across the American West. Bullfrog π Sheep Mountain π Roca Honda π΅ It looks like a treasure map but is it gold or just a mirage π³β¨ #uranium #nuclear"
X Link 2025-10-01T19:53Z [----] followers, [----] engagements
"1/10 Can @F3Uranium turn Tetra into a real second act or is this quietly becoming a money pit Most investors are reading the headline. The risk is hiding in the geometry + what isnt in the release yet. $FUU #uranium"
X Link 2026-01-14T15:11Z [----] followers, [----] engagements
"1/3 π¨β‘ Deep in the Utah desert stands Americas last uranium mill. Its not just a relic its the center of a billion-dollar energy gamble. But heres the twist: this crown jewel may also be a ticking clock. $UUUU $EFR @Energy_Fuels #uranium #nuclear"
X Link 2025-09-30T13:01Z [----] followers, [----] engagements
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