@Napalm_1_ Avatar @Napalm_1_ Napalm

Napalm posts on X about uranium, $lot, $fsy, future 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 finance 37.86% currencies 19.42% stocks 14.56% countries 13.59% cryptocurrencies 5.83% technology brands 2.91% financial services 0.97% celebrities 0.97% exchanges 0.97%

Social topic influence uranium #210, $lot 11.65%, $fsy 8.74%, future 7.77%, $ccj #27, mga 6.8%, $mga 6.8%, market cap 5.83%, $uun 4.85%, commodities 4.85%

Top accounts mentioned or mentioned by @uraniummarkets @sprott @quakes99 @norjacknc @hectormcneil @hanetf @capnek123 @chaeyunchong @sammy2288776 @numerco @slocan68 @edkrassen @berniesanders @senadamschiff @europarlen @eucommission @isoenergyltd @nexgenenergy @megauranium @murrayj79923081

Top assets mentioned Cameco Corporation (CCJ) Magna International (MGA) NexGen Energy Ltd. (NXE) IsoPlexis Corporation (ISO) Ameren, Corp. (AEE) Pentagon Games (PEN) FIRST MAJESTIC SILVER CORP (AG) Endeavour Silver Corp. (EXK) Palantir Technologies Inc. (PLTR) Goldman Sachs (GS) Clear Channel Outdoor Holdings, Inc. (CCO) Bitcoin (BTC) Strategy (MSTR)

Top Social Posts

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

"#uranium spotmarket is very small market bc most of uranium deliveries go through LT contracts Today utilities signing LT contracts with deliveries starting in [----] & beyond. Spotmarket for utilities & enrichers is mainly for adjustments in U3O8 needs (1/8) $YCA $FTSE $U.UN"
X Link 2023-01-10T11:52Z [----] followers, 78.7K engagements

"#Uranium because there just isnt enough available for short term delivery to satisfy everyone. $URNM $URA $URNJ $U.UN $UROY"
X Link 2023-09-25T17:30Z [----] followers, [----] engagements

"Against a) U3O8 deficit (excl bcd): 38Mlb in2024.Also huge deficit after b) Restocking: 20% of 175Mlb/y =35Mlb New demand from licence extensions (c) & fin players & new U3O8 funds (d) BIG difference between 2018-2022 & today👇 100+ USD/lb #uranium coming (5/5) $U.UN Global primary deficit in2018-2022utilities/UxC:We are fine Global primary deficit in 2H2023utilities/UxC:Houstonwe have problem Difference The commercial available #uranium stockpile created in2011-2017that filled the gap in2018-2022now depleted #commodities (1/2) https://t.co/gRJcr6t67b Global primary deficit"
X Link 2023-11-30T15:04Z [----] followers, 67.4K engagements

"What happens when physical silver has been running hard is sold at premium & is less available They go over to #palladium & #Platinum Sibanye-Stillwater $SBSW ValOre Metals Corp $VO: Pedra Branca (PGEs & Au) flagship project & Hatchet Lake (U3O8) deposits PALLADIUM The audacity of that comment on the 18th of November https://t.co/r3L0FZTgh7 PALLADIUM The audacity of that comment on the 18th of November https://t.co/r3L0FZTgh7"
X Link 2026-01-13T13:40Z [----] followers, [----] engagements

"$LOT neglected for very long time & by consequence very cheap (PE10) Now investors start to rediscover that #uranium mine that already produced until2013 & restarts production now Fully funded Incoming cashflows in2026 Most lbs available for contracting at higher price 2/2"
X Link 2026-01-26T22:53Z [----] followers, [----] engagements

"Spot = earnings exponentially $KAP $LOT 🥳 $URNM $URA"
X Link 2026-01-28T16:21Z [----] followers, [----] engagements

"$PDN $LOT $AEE $AEU $BMN $DYL $PEN #uranium 🎇🎆Today #SPUT put its $323M war chest to work in the Spot #Uranium market💰🛒as its ATM raised millions more stacking cash🔥🏧💵sending #Nuclear fuel brokers @UraniumMarkets soaring +$9.13 to a 2-year high of $100.50/lb #U3O8🚀🌟 and @Numerco leaping +7.75 to $100 even💯🤠🐂🏄 https://t.co/VYcLg8Zvqv 🎇🎆Today #SPUT put its $323M war chest to work in the Spot #Uranium market💰🛒as its ATM raised millions more stacking cash🔥🏧💵sending #Nuclear fuel brokers @UraniumMarkets soaring +$9.13 to a 2-year high of $100.50/lb #U3O8🚀🌟 and @Numerco"
X Link 2026-01-28T21:27Z [----] followers, [----] engagements

"$AG $EXK and others cant keep up with the fast decline of #silver price 🙂"
X Link 2026-01-30T17:37Z [----] followers, [----] engagements

"#silver is now back under the price it had a month ago. Silver stocks like $AG $EXK still respectively 23% and 12% above their share price a month ago"
X Link 2026-01-30T18:24Z [----] followers, [----] engagements

"Not enough skilled labour force to build many reactors starting soon Cant be dishonest towards people following me I dont believe $CCJ Westinghouse will start construction of [--] plus reactors early [----] There isnt enough qualified labour force to achieve this #uranium Why does Goldman Sachs call Cameco $CCJ its highest conviction play on the #nuclear theme Maybe because there are more than 30+ Westinghouse AP1000 Reactors in the planning stages: [--] in Bulgaria [--] (potentially 15) in and [--] (potentially 17) in . Profitable👇#Uranium https://t.co/pK3Ydj8kds Why does Goldman Sachs call Cameco"
X Link 2026-02-05T16:39Z [----] followers, [----] engagements

"By [----] Probably Question: will investors hold on to $CCJ for 5y with all broader market troubles coming are way Labour shortage in🏗 sector inwill slow projected new AP1000🏗 starts down PE at [---] USD/share will remain very high in 2026/2027 AI tourists go in & get out About 7% of my #uranium portfolio is Cameco. I am now convinced that $ccj $cco will be a behemoth in the next [--] years. Production Expansion Vertical integration AP1000's through Westinghouse . I will continue to swing into and add to on any market weakness henceforth. https://t.co/vMsRP3uQ3S About 7% of my #uranium portfolio"
X Link 2026-02-06T10:58Z [----] followers, [----] engagements

"Imo AI becoming bigger reason for layoffs in [----] 😱 of future layoffs among more & more US workers +😱 for rising electric bills Slowing down AI/datacenter buildout argument growing + healtcare insurance price + tarrifs bills The road to Midterms 👀 #uranium 1/3 Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is Six US states now have bills to pause data center"
X Link 2026-02-08T10:01Z [----] followers, [----] engagements

"Not realistic Im pro #nuclearbut betting on🏗 start of [--] 1000MW reactors in US by early2028 is just wishful thinking Gas-fired power 🏗 faster than reactors 🏗 big reactors in 5y in West estimates 7y 🏗 for next [--] in US Westinghouse 👀 12y earnings from🏗 #uranium Only way this is remotely realistic is if the US announces construction of [--] new nuclear power plants tomorrow https://t.co/18cUgs5cCK Only way this is remotely realistic is if the US announces construction of [--] new nuclear power plants tomorrow https://t.co/18cUgs5cCK"
X Link 2026-02-08T14:41Z [----] followers, [----] engagements

"No plan $BTC created in January2009 meaning BTC didnt experience a liquidity crunch like in2008 yet Saylor says no credit risk Banks might see it differently I know fund that saw its line of credit being revoked overnight bc bank👀for its own liquidity security 1st $MSTR Yeah it's not looking good for your digital gold. Saylor casually chatting about $8K $BTC https://t.co/BllyUv4o69 Yeah it's not looking good for your digital gold. Saylor casually chatting about $8K $BTC https://t.co/BllyUv4o69"
X Link 2026-02-13T21:53Z [----] followers, [---] engagements

"With increasing AI use less and less freshly graduated students without job experience get hired while those companies use the existing workforce to train AI (step 1) Step [--] part of existing workforce is laid off The US student loan delinquency is only getting started imo U.S. Student Loan Delinquencies Hit Crisis Levels: The Share Of Loans Transitioning Into Serious Delinquency (90+ Days Past Due) Surged To A Record 16.19% In Q4 [----]. U.S. Student Loan Delinquencies Hit Crisis Levels: The Share Of Loans Transitioning Into Serious Delinquency (90+ Days Past Due) Surged To A Record 16.19% In"
X Link 2026-02-14T08:58Z [----] followers, [---] engagements

"Good reason for that I expect global replacement rate level contracting will not be reached in2026 either Temporary created mismatch in nuclear fuel cycle Growth in nuclear fuel consumption in 2026-2029 (#uranium 2024-2027) mainly coming from non-Western countries 1/2 $CCJ Cameco $CCJ contract book for the last [--] years. Moving upward but appreciate that we may be seeing utilities still not committed to replacement rate contracting. [----] was the lowest increase. #Uranium CONTRACTS [----] - [---] million lbs [----] - [---] [----] - [---] [----] - [---] [----] - [---] Cameco $CCJ contract book for the last [--] years."
X Link 2026-02-14T13:56Z [----] followers, [----] engagements

"And even if CCJ contractbook would increase faster in [----] it would only be for deliveries in [----] and beyond $CCJ is fully booked for coming years and needs to buy in spot or borrow uranium lb from others to honor their existing #uranium supply contracts 2/2"
X Link 2026-02-14T13:57Z [----] followers, [---] engagements

"Oil price going higher increases inflation in Japan While USD/JPY Japan bonds rates continue to climb Ueda Signals Rate-Hike Path Intact as Talk of Election Picks Up - Bloomberg https://t.co/8Z0DZnGf53 Ueda Signals Rate-Hike Path Intact as Talk of Election Picks Up - Bloomberg https://t.co/8Z0DZnGf53"
X Link 2026-01-14T07:01Z [----] followers, [----] engagements

"For the people following me. PE100 are FOMO valuations investors investing without proper research on the fundamentals of the stock. At a certain point (when) reality will come back to the market. And investor will get scared PE100 are FOMO valuations"
X Link 2026-01-14T09:42Z [----] followers, [----] engagements

"1st #uranium lbs produced Arrow2031 Phoenix2028 (excluding pilot small production) Dasa2028 Millennium [----] All those projects need huge CAPEX financing Kayelekera uranium mine Well now (Restart fully financed. Earnings starting Q1 2026=Near term PE10) $LOT"
X Link 2026-01-15T01:34Z [----] followers, [----] engagements

"To keep in mind about $CCJ 1) total prod significantly total sales commitments in same year =CCJ has to borrow & purchase uranium in spot. While current sales contracts have been signed at significantely lower prices 2) using 2Mlb/y from SRH US would cost of sales 1/2"
X Link 2026-01-15T11:05Z [----] followers, [----] engagements

"3) $CCJ P/E already high. Estimated EPS 1.27$/sh for [----] 4) CCJ is bought on hype not on fundamentals imo. When that cash inflow disappears 5) 49% in Westinghouse gives 1st acces to Westinghouse customer but CCJ is already in uranium shortage Enjoy the fomobut 👀 2/2"
X Link 2026-01-15T11:14Z [----] followers, [---] engagements

"@SloCan68 Has always been the chinese plan for years. China only has 5Mlb/y production domestically. Thats why buy from Kazakhstan Uzbekistan Canada Africa (But CCJ is already fully booked for coming years CCJ is even short uranium) & its own enrichment capacity 1/2"
X Link 2026-01-15T14:16Z [----] followers, [---] engagements

"And most americans elected this man for a 2nd time Not a surprise when you see how poorly educated a large part of americans are You were the most advanced country But with that level of education & USD dominance under threat A country in decline shooting in all directions Trump on Greenland: The fact that they landed a boat there [---] years ago doesnt mean they own the land. https://t.co/riRZhIyQcG Trump on Greenland: The fact that they landed a boat there [---] years ago doesnt mean they own the land. https://t.co/riRZhIyQcG"
X Link 2026-01-17T21:11Z [----] followers, [----] engagements

"@EdKrassen We will gladly give you americans another push to realise something is really wrong in your country by: - blocking European funds & retail in buy US bonds (no budget anymore for your Army) - blocking SWIFT for USA until Trump & Maga group are removed from power"
X Link 2026-01-18T18:35Z [----] followers, [---] engagements

"@BernieSanders We in Europe will help you a bit by dumping all our US bonds = no budget for your army anymore The situation is very urgent. Wake up"
X Link 2026-01-18T19:06Z [----] followers, [---] engagements

"And in the meantime the yield on Japan bonds continu to go up up 🫣"
X Link 2026-01-19T15:18Z [----] followers, [----] engagements

"Vix is going higher Fear is coming back FRENCH FINANCE MINISTER LESCURE: FRANCE AND GERMANY AGREE ON ACTING STRONGLY IN RESPONSE TO TARIFFS THREATS RELATED TO GREENLAND FRENCH FINANCE MINISTER LESCURE: BEST WAY TO PREVENT THREATS FROM MATERIALIZING IS SHOWING EU IS READY TO REACT SRTONGLY FRENCH FINANCE MINISTER LESCURE: FRANCE AND GERMANY AGREE ON ACTING STRONGLY IN RESPONSE TO TARIFFS THREATS RELATED TO GREENLAND FRENCH FINANCE MINISTER LESCURE: BEST WAY TO PREVENT THREATS FROM MATERIALIZING IS SHOWING EU IS READY TO REACT SRTONGLY"
X Link 2026-01-19T15:37Z [----] followers, [----] engagements

"Martin Luther King saved the day today"
X Link 2026-01-19T15:45Z [----] followers, [---] engagements

"@SenAdamSchiff We in Europe will help you a bit by dumping all our US bonds = no budget for your army anymore The situation is very urgent. Wake up"
X Link 2026-01-19T15:51Z [----] followers, [---] engagements

"#Europe you can put all #US airforce navy & army down by just dumping all US bonds & replacing them with EU bonds Pouff no budget for US army anymore AsiaAfricaSouth America will gladly trade with you with CYN EUR Dump it @Europarl_EN @EU_Commission #DAX #CAC"
X Link 2026-01-19T16:19Z [----] followers, [----] engagements

"To my followers in 🌎 Watch out Japan bond yield BoJ 👀 US bond yield Fed US budget needs to be negotiated. If notnew shutdown US stocks are expensive & so once fears comes back it will be easier to sell expensive stocks besides high risk stocks VIX"
X Link 2026-01-19T18:02Z [----] followers, [----] engagements

"Much higher than today But correction due to external factors (bond market instability) & utilities postponing for different reasons (timing add enrichment vs add western fuel demand where is that add conversion besides going back to 100% of existing capacity) is possible What will be the top #uranium spot price in this bull cycle What will be the top #uranium spot price in this bull cycle"
X Link 2026-01-19T23:40Z [----] followers, [----] engagements

"Indeed 'Fundamentals don't matter anymore' is the last phase after that the market comes back to reality. The way to reality is a big correction $PLTR has been a very good market read on mass delusion and euphoria 'Fundamentals don't matter anymore' is what was said. $PLTR is still showing weakness in spite of heightened escalation of War too which is where they should be showing strength But fundamentals do count and https://t.co/WoXshy9aky $PLTR has been a very good market read on mass delusion and euphoria 'Fundamentals don't matter anymore' is what was said. $PLTR is still showing"
X Link 2026-01-21T16:52Z [----] followers, [---] engagements

"Just when $LOT starts their #uranium production and most of their uranium production remains available for future LT contract In August/September [----] LOT decided to wait to sign add contracts with clients until uranium price was higher Lotus Resources made the good decision👍 🚨Contract floors are in the $90s and ceilings north of $160/lb. #uranium 🚨Contract floors are in the $90s and ceilings north of $160/lb. #uranium"
X Link 2026-01-21T21:29Z [----] followers, [----] engagements

"All US miners (UEC URG PEN UUUU EU WUC ) combined will have produced 2Mlb in2025 Lotus Resources $LOT Kayelekera #uranium mine will produce 2Mlb/y (planned 2.4Mlb/y) on its own in [----] In [----] Kayelekera already delivered 2Mlb/y prod Now look at market caps 🙂 2/2"
X Link 2026-01-23T01:37Z [----] followers, [----] engagements

"$AEU will be bought heavily between now and January 30th If URA goes for a 0.04% weight = 3M USD = 4.4M AUD Example: 4.4M AUD / [----] AUD/sh = 5.5M AEU shares vs 680k sh daily volume 📝ICYDK Global X #Uranium & #Nuclear ETF $URA is now executing a semi-annual Ordinary Rebalancing of its holdings by the close on [--] January.⚖ Between now & then $URA will be buying up shares of new additions: Anfield $AEC Atomic Eagle $AEU and Peninsula $PEN ⚛⛏🛒🤠🐂 📝ICYDK Global X #Uranium & #Nuclear ETF $URA is now executing a semi-annual Ordinary Rebalancing of its holdings by the close on [--] January.⚖"
X Link 2026-01-23T02:36Z [----] followers, [----] engagements

"With all the attacks towards Europe and European politici more and more questioning the safety of european data imo $PLTR top is behind us How much % does the European Union countries represent in the total future revenue and earnings of PLTR $PLTR This one is a good pulse for the market. It is clear that $PLTR is closer to a top than a bottom. This pullback targets are still very valid as we have yet to out in another all-time high For all those into patterns it appears we have a head shoulders at the top here https://t.co/R0375jcuGC $PLTR This one is a good pulse for the market. It is clear"
X Link 2026-01-28T20:46Z [----] followers, [---] engagements

"- 16.6% of market cap of Disney $DIS (192B USD). Knowing that Disney has a PE ratio of [----] - 7.4% of market cap of NVIDIA $NVDA (430B USD). Knowing that NVIDIA has a PE ratio of [----] - 5.9% of market cap of Meta Platforms (541B USD) (2/7) #commodities #uranium"
X Link 2022-05-17T12:06Z [----] followers, [--] engagements

"- 2.8% of market cap of Amazon (1127B USD) - 2.1% of market cap of Alphabet (Google) (1509B USD) - 1.4% of market cap of Saudi Arabian Oil Co (Saudi Aramco) (2212 billion USD) - 24.2% of market cap of Petrochina (132B USD) (3/7) #commodities #uranium #oil"
X Link 2022-05-17T12:06Z [----] followers, [--] engagements

"@Hector_McNeil @quakes99 @hanetf @sprott Is the KID document ready in Spanish German French Dutch Without KID document in the language of the retail investor no access for retail investors of that country MIFID"
X Link 2024-02-14T20:07Z [----] followers, [---] engagements

"@Hector_McNeil @quakes99 @hanetf @sprott Ok thank you 🙏 Setting it up quickly is not that easy when you have local (low level sorry) employee on the phone of a multi-country broker"
X Link 2024-02-14T20:33Z [----] followers, [--] engagements

"Mitchell Services $MSV is service company for mining sector. No risks of mining company here MSV just invoices services to mining companies mining companies do capital raises to pay companies like MSV P/E: [----] 90% of revenue from global mining majors 1/2 #commodities #ASX"
X Link 2025-01-30T23:25Z [----] followers, [----] engagements

"$MSV has an important positive free cashflow used to: - pay high dividend (0.04AUD/sh in 2024) - share buy-backs bc share price is too low - reduce their debt (June [--] 2024: 18M debt vs 40M EBITDA) Current low MSV share price is a gift 2/2 #commodities #ASX"
X Link 2025-01-30T23:43Z [----] followers, [---] engagements

"Making EU cars 25% more expensive in. Will this make potential buyers of newcars as replacement for old [--] postponing the purchase even longer Will this not price ofcars too if more people switch tocars (= more postponing) Chip demand low for longer $MELE $XFAB *TRUMP: EU TARIFFS TO BE 25% ON AUTOS OTHER THINGS *TRUMP: EU TARIFFS TO BE 25% ON AUTOS OTHER THINGS"
X Link 2025-02-26T18:52Z [----] followers, [----] engagements

"Seriously undervalued today is Mitchell Services $MSV ➕Cash Flow= 1) dividends (delay at some clients= temporary lower earnings= temporary dividend halt (good CF managment)) 2) Share Buyback plan 3) debt =Very low debt Patience= 15% dividends +share price #ASX"
X Link 2025-03-20T02:21Z [----] followers, [---] engagements

"#REE Iluka Resources $ILU several production sites in Australia Investors buying REMX etf = pressure on ILU from REMX Next #graphite Sovereign Metals $SVM (Kasiya) just completed 40M AUD capital raise at [----] AUD/sh RIO owns 19.9% of SVM lowest cash cost BREAKING: China has officially halted shipments of several rare earth minerals to the US. BREAKING: China has officially halted shipments of several rare earth minerals to the US"
X Link 2025-04-14T01:25Z [----] followers, [----] engagements

"Norasa of Forsys Metals $FSY neglected by many #uranium deposit in Namibia only 25km from Rossing (low grade) 40km from Husab (low grade) = Perfect takeover for CGN/CNNC familiar with uranium mining FSY held by URNM URNJ URA 1/2 🔋 Powering a cleaner tomorrow. Forsys Metals is leading the charge with its 100%-owned Norasa Uranium Project in Namibia. Safe sustainable and future-focused. 🌍 Learn more:https://t.co/DxjSr6QaBQ TSX: $FSY #Uranium #CleanEnergy https://t.co/znsskP48Kl 🔋 Powering a cleaner tomorrow. Forsys Metals is leading the charge with its 100%-owned Norasa Uranium Project in"
X Link 2025-05-08T14:05Z [----] followers, [----] engagements

"Skyharbour $SYH : Orano Begins 7000m Drill Program at Preston Uranium Project https://www.skrillnetwork.com/skyharbour-gains-as-orano-jv-ignites-7000m-drilling-push-at-preston-uranium-project https://www.skrillnetwork.com/skyharbour-gains-as-orano-jv-ignites-7000m-drilling-push-at-preston-uranium-project"
X Link 2025-05-15T19:08Z [----] followers, [---] engagements

"Husab (Swakup uranium) taken over by CGN in2012 when DFS completed 66% of Rossing mine taken over by CNNC in2019 Norasa #uranium deposit (Forsys Metals $FSY) in Namibia only 25km from Rossing (low grade) 40km from Husab (low grade) =Norasa as a satelite of Rossing or Husab Chinese Nuclear Firms Eye Uranium Acquisitions #uranium #nuclearenergy https://t.co/GHhX1WShI8 Chinese Nuclear Firms Eye Uranium Acquisitions #uranium #nuclearenergy https://t.co/GHhX1WShI8"
X Link 2025-05-17T18:46Z [----] followers, [----] engagements

"Updated overview Forsys Metals $FSY 1) advanced #uranium deposit (DFS 2015) only 25km from Rossing (low grade)40km from Husab (low grade) =Perfect takeover for CGN/CNNC (CGN took Husab over when DFS completed) 2) Debt free 3) Add drills in2025 4) FSY held by ETFs (1/3)"
X Link 2025-05-29T13:25Z [----] followers, [----] engagements

"URA rebalancing: The more the share prices of large uranium majors and ☢ companies go up today & in coming trading days the more cash will be used to buy lagging small caps ( $LAM $FUU $FSY $SYH $WUC $AGE) in coming [--] trading days"
X Link 2025-07-17T19:02Z [----] followers, [----] engagements

"They discount to NAV of $MGA is huge I will update my overview on Monday #uranium $NXE"
X Link 2025-09-05T16:53Z [----] followers, [----] engagements

"Arrow Rook [--] #uranium deposits was once just a discovery (2014)Phoenix (2008) Hurricane uranium deposit discovery in [----] (100% owned by $ISO) Dorado Nova uranium project (JV $PTU ISO) in August2025 Patterson Lake Nord uranium deposit discovered in [----] (100% owned by $FUU)"
X Link 2025-09-05T17:45Z [----] followers, [----] engagements

"Undervalued underestimated by most. If I have time I will post an update $FSY #uranium"
X Link 2025-09-09T19:30Z [----] followers, [----] engagements

"Step1: More and more restarts while uranium producers produce less uranium than they have to sell to clients Step2: much more US #uranium production needed to decrease dependence on foreign supply Only way to do that is through $EU & the smaller once $ISO $AEC $PUR $LAM $WUC"
X Link 2025-09-10T14:33Z [----] followers, [----] engagements

"Updated overview Forsys Metals $FSY 1) advanced #uranium deposit (DFS 2015) only 25km from Rossing (low grade)40km from Husab (low grade) =Perfect takeover for CGN/CNNC CGN took Husab over when DFS completed 2) Debt free 3) Lot of drills in2025 (ongoing) = update MRE 1/3"
X Link 2025-09-16T16:53Z [----] followers, [----] engagements

"5) acquired add property early [----] 3x from [----] CAD/sh not difficult to achieve backed by - $FSY being very cheap today compared to FSY with same #uranium project many years ago - Norasa (FSY) being interesting takeover for CNNC/CGN in less risky country for than 3/3"
X Link 2025-09-16T17:03Z [----] followers, [---] engagements

"Neglected by most but if they continue like this Dorado will be the next big discovery after Hurrican and PLN Fyi $ISO is owner of [--] of those [--] 😉 #uranium Drill Results: Purepoint #Uranium & @IsoEnergyLtd hit 8.1% #U3O8 at the Dorado JV in the #AthabascaBasin. Strongest assays to date from Dorado JV confirming strength of the Nova discovery zone https://t.co/4KeM0gDUsX Drill Results: Purepoint #Uranium & @IsoEnergyLtd hit 8.1% #U3O8 at the Dorado JV in the #AthabascaBasin. Strongest assays to date from Dorado JV confirming strength of the Nova discovery zone https://t.co/4KeM0gDUsX"
X Link 2025-09-18T13:19Z [----] followers, [----] engagements

"Hurricane ( $ISO)PLN ( $FUU) Dorado (ISO & PTU) deposits will be crucial to be able to solve the growing uranium supply deficit Several additional Arrows are needed Arrow will not produce #uranium before at least [----] And do you know when Arrow was discovered 1/2 #uranium"
X Link 2025-09-18T19:30Z [----] followers, [----] engagements

"With Nexgen Energy being at [-----] CAD/sh now and ISO at [-----] CAD/sh roughly calculated the NAV of Mega Uranium $MGA will be at [----] CAD/sh vs a MGA share price of only [----] CAD/sh 🤣 I should make an update #uranium"
X Link 2025-09-19T13:53Z [----] followers, [----] engagements

"01/04/2025 vs 23/09/2025 $FSY 0.69% vs 0.33%=Need to buy 15.5M sh vs average daily volume 210k sh 15.5/0.21=73.81x Traded volumes were not high last days 288k 270k 236k 139k No significant buying until now = much buying needed in coming days to reach 0.69% #uranium"
X Link 2025-09-24T13:37Z [----] followers, [----] engagements

"01/04 vs 26/09/2025 $GXU 0.4% vs 0.3% (0.09 CAD/sh) =31M sh to buy vs volume 930k sh/d 31.5/0.93=34x Traded volumes: 26/9: 6830k 1920k 2190k 829k 1740k 3950k 18/9: 186k 14M remaining if institutionals only [--] buying GXU =Lot buying coming 30/09 to reach 0.4% uranium"
X Link 2025-09-29T15:41Z [----] followers, [---] engagements

"With NXE being at [-----] CAD/sh now ISO at [-----] CAD/sh and TOE at [----] AUD/sh gives a NAV of Mega Uranium $MGA of [----] CAD/sh vs MGA share price of only [----] CAD/sh🤣 If I have time I will post an update MGA like other small caps about to catch up large caps #uranium"
X Link 2025-10-14T13:56Z [----] followers, [----] engagements

"Just on time (before the sharp share price drop) 🙂 No cash issue here $WUC $FSY #uranium"
X Link 2025-10-20T07:27Z [----] followers, [----] engagements

"Example of non event: URNM exit: PUR 5311k sh vs URNJ: new $PUR position: 0.12%+ 0.75%= 0.87/0.12 x 734k sh=5321k sh 724k sh difference easily done via other institutional If not only 724k sh sold in market in December Thats it🙂 Before: URA reweighting uranium price"
X Link 2025-10-20T14:15Z [----] followers, [----] engagements

"While a NXE share price of [-----] CAD/sh gives Mega Uranium $MGA (0.40 CAD/sh) a NAV [----] CAD/sh If I have time in coming days I will post the details of the NAV of Mega Uranium #uranium 💥 #PTAlert #uranium 💥 @NexGenEnergy_ $nxe Nexgen Energy Ltd Price Target Raised to C$15.00/Share From C$12.50 by Haywood Securities @megauranium $mga $mgaff 🚀 https://t.co/rFsDXEHwv5 💥 #PTAlert #uranium 💥 @NexGenEnergy_ $nxe Nexgen Energy Ltd Price Target Raised to C$15.00/Share From C$12.50 by Haywood Securities @megauranium $mga $mgaff 🚀 https://t.co/rFsDXEHwv5"
X Link 2025-11-10T19:41Z [----] followers, [----] engagements

"@murrayj79923081 In the group of [--] holdings with highest free-float market cap of [--] holdings in total some have a lower free-float than the 80M USD of CVV today URNM will own at least [--] positions and to do so URNM will lower the free float criteria until they get to the 25th holding 😉"
X Link 2025-11-19T18:41Z [----] followers, [---] engagements

"A bargain currently under its [---] day moving average for now You just need patience $DJ"
X Link 2025-12-01T19:08Z [----] followers, [----] engagements

"In [----] Cameco $CCJ signed a supply contracted with Ukraine including an option to sell 27.2M lb uranium to supply the Zaporizhzhya [--] nuclear reactor plant. I dont think they ever will be able to activate that option"
X Link 2026-01-15T10:02Z [----] followers, [---] engagements

"#Uranium [--] USD/lb & soon going to [---] USD/lb Lotus Resources $LOT Market Cap with AISC [--] USD/lb uranium: [----] AUD/sh * 2.72B shares *(2/23) =750M AUD =511M USD Scenario: Earnings [--] USD/lb * 2Mlb/y -PE: 511/60 = [----] [--] USD/lb -PE: [----] [--] USD/lb CCJ PE [---] 1/2"
X Link 2026-01-23T01:30Z [----] followers, [----] engagements

"#Uranium 87USD/lb & soon going to [---] USD/lb Lotus Resources $LOT Market Cap with AISC [--] USD/lb uranium: [----] AUD/sh * 2.72B shares *(2/23) =828M AUD =570M USD Scenario: Earnings [--] USD/lb * 2Mlb/y -PE: 570/60 = [----] [--] USD/lb -PE: [----] [--] USD/lb CCJ PE [---] 1/2"
X Link 2026-01-25T22:52Z [----] followers, [----] engagements

"All US miners (UEC URG PEN UUUU EU WUC ) combined will have produced 2Mlb in2025 Lotus Resources $LOT Kayelekera #uranium mine will produce 2Mlb/y (planned 2.4Mlb/y) on its own in [----] In [----] Kayelekera already delivered 2Mlb/y prod Now look at market caps 🙂 2/2"
X Link 2026-01-25T22:55Z [----] followers, [----] engagements

"And no AEU share has been bought by URA yet. URA has to buy a lot of $AEU shares coming [--] days #uranium"
X Link 2026-01-26T19:58Z [----] followers, [----] engagements

"Back in August/September [----] Lotus Resources $LOT was right in delaying the contracting of main part of future #uranium output with clients until significant higher uranium prices LOT is fully funded & LOT share price of [---] AUD/sh = 570M USD market cap = PE10 1/2 💥📈UxC's January Month-end #Uranium Prices: 🔷#U3O8 Spot +$7.15 to $88.55 3-year +$6 to $99 5-year +$6 to $107 Long +$2 to new 17-year high of $88🌋 🔷Conversion NA Spot +$1 to $60 NA Long +$2 to $55.50 🔷Enrichment SWU Spot $200👊 Long $173👊 #Nuclear⚛🤠🐂🌊🏄 https://t.co/DqPtunZWpD 💥📈UxC's January Month-end #Uranium Prices:"
X Link 2026-01-26T22:40Z [----] followers, [----] engagements

"On one hand you have big uranium company listed on North American stock exchanges with a PE100 & paying dividend 0.5%/y On other hand you have 🌎 biggest #uranium company producing next to country with 🌎 fastest growing nuclearfleet with PE15 & paying dividend 5%/y"
X Link 2026-01-27T14:45Z [----] followers, [----] engagements

"RT @capnek123: Spot #uranium price reported by @UraniumMarkets 👇📢 Ask price at $91"
X Link 2026-01-27T15:44Z [----] followers, [--] engagements

"RT @NorjackNC: Numerco Spot #uranium US$92.38 /Lb (+$2.25 +2.44%) U3O8 #U3O8 as reported by Tue [--] Jan [----] 19:19 https://numerco.com/dashboard/ https://numerco.com/dashboard/"
X Link 2026-01-27T20:45Z [----] followers, [--] engagements

"RT @skysurfer75: #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.63% premium to NAV 500k lbs gobbled 9561k trusts is"
X Link 2026-01-28T07:38Z [----] followers, [--] engagements

"ALL #uranium sales of $KAP are with spotprice related sales price (by law) Spot = revenue While AISC one of lowest in 🌎 = earnings exponentially = PE Dividends based on fixed dividend policy FCF = dividend KAP sells to YCA KAP can borrow lbs from YCA"
X Link 2026-01-28T13:19Z [----] followers, [----] engagements

"Operationally highly exposed to what spotprice does in 2026: Kazatomprom: ALL uranium sold with spotprice related sales price (by law) Lotus Resources: 70% of future #uranium output from Kayelekera mine still available for future contracting at spotprice related sales price HOLY #$&@🎇🎆🤯 #Nuclear fuel brokers @UraniumMarkets are reporting an over $6 spike in their opening Spot #Uranium price to $97.50/lb #U3O8 💲⚛⛏🛒 with sellers now demanding $100🧀🐭 Buckle up space travellers💺🧑🚀🔥🚀🌜🪐✨🌟🤠🐂 #UraniumSqueeze 🗜💥🌊🏄 https://t.co/mncyULvjSV HOLY #$&@🎇🎆🤯 #Nuclear fuel brokers"
X Link 2026-01-28T15:17Z [----] followers, [----] engagements

"RT @capnek123: Boom🚨🚨🚨🚨 #uranium ask is at $100 Reported by @UraniumMarkets"
X Link 2026-01-28T15:27Z [----] followers, [--] engagements

"And on very high volumes #uranium"
X Link 2026-01-28T15:44Z [----] followers, [----] engagements

"No cheap uranium pounds to get your hands on to close your annual shortage with this year Cameco"
X Link 2026-01-28T18:22Z [----] followers, [----] engagements

"RT @PraiseKek: $NXE Mikisew Cree First Nation filed a detailed submission stating they were entirely excluded from consultation on Rook"
X Link 2026-01-28T21:59Z [----] followers, [--] engagements

"RT @Napalm_1_: $LOT neglected for very long time & by consequence very cheap (PE10) Now investors start to rediscover that #uranium mine"
X Link 2026-01-28T22:31Z [----] followers, [--] engagements

"RT @NorjackNC: Numerco Spot #uranium US$100.00 /Lb (+$7.75 +7.75%) U3O8 #U3O8 as reported by Wed [--] Jan [----] 20:4 https://numerco.com/dashboard/ https://numerco.com/dashboard/"
X Link 2026-01-28T22:31Z [----] followers, [--] engagements

"330M USD to buy #uranium with at 100USD/lb is 3.3M lbs of uranium that can be bought in uranium spotmmarket [---] USD/lb 👀 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -0.12% discount to NAV No pounds purchased 1651k trusts issued = $39.5m raised $360.8m in cash https://t.co/5oWyDsjqhu #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -0.12% discount to NAV No pounds purchased 1651k trusts issued = $39.5m raised $360.8m in cash https://t.co/5oWyDsjqhu"
X Link 2026-01-29T02:19Z [----] followers, [----] engagements

"And who has 70% of its future #uranium output (1st uranium lbs to be delivered in 2026) still available for future contracting with clients at spotprice related sales price Lotus Resources $LOT 🥳 💥📰#Nuclear fuel specialists @U3O8TradeTech have issued a rare news release heralding the arrival of a $100.25/lb #Uranium Spot price🎺🌟⚛⛏ up +$14.75/lb +17.3% in the last week the largest 1-week % increase in [--] years.🐳 🗣The upward pressure on the uranium price is being https://t.co/oYixQC2ebg 💥📰#Nuclear fuel specialists @U3O8TradeTech have issued a rare news release heralding the arrival of a"
X Link 2026-01-29T02:48Z [----] followers, [----] engagements

"RT @quakes99: 🌀 Up she goes🪁 #Nuclear fuel brokers @UraniumMarkets are reporting a +$1.00 rise in their opening Spot #Uranium price to a n"
X Link 2026-01-29T15:24Z [----] followers, [--] engagements

"RT @NorjackNC: Numerco Spot #uranium US$101.50 /Lb (+$1.50 +1.48%) U3O8 #U3O8 as reported by Thu [--] Jan [----] 19:2 https://numerco.com/dashboard/ https://numerco.com/dashboard/"
X Link 2026-01-29T19:36Z [----] followers, [--] engagements

"The general market is giving an opportunity in physical #uranium imo Inflation will continue to increase the production cost while a broader audience starts to discover the structural uranium shortage Yellow Cake $YCA"
X Link 2026-01-30T11:04Z [----] followers, [----] engagements

"$PYPL Market overreaction🙂 Lets use [----] EPS each quarter in2026: [----] x4 =460 EPS [----] PE =10 =46 USD/sh PE =11 =50.6 USD/sh PE =12 Well under its [---] MA & [--] MA End 2025: Cash 8B USD ST assets ST laibilities 2026: 6B USD adj FCFadd share repurchase in [----] NEW PAYPAL CEO PayPal $PYPL announced today that its board has appointed HP veteran Enrique Lores as president and CEO effective March 1st succeeding Alex Chriss NEW PAYPAL CEO PayPal $PYPL announced today that its board has appointed HP veteran Enrique Lores as president and CEO effective March 1st succeeding Alex Chriss"
X Link 2026-02-03T15:11Z [----] followers, [---] engagements

"More pain coming from FOMO liquidity that got in trying to get out now You need to study what happened when liquidity in the market was reduced in the past What happened with: - global market - high risk investment - investing based on fundamentals of a sector/company"
X Link 2026-02-05T15:32Z [----] followers, [---] engagements

"When - investors go risk-off - BoJ &/or FED their balance sheet which liquidity in market - bond market gets into trouble - banks take liquidity safeguard measures The general stockmarkets gets hit while high risk investments (mining stocks) are thrown out WHEN"
X Link 2026-02-05T23:22Z [----] followers, [----] engagements

"Uranium spot price could be hit like silver is being hit atm Reason 😱 for liquidity crunch in future = frontrun this (self fulfilling prophecy) Some family offices/utilities/intermediaries/producers hold physical #uranium (like in 2H 2008) & AI tourists sell Uranium ETFs"
X Link 2026-02-05T23:38Z [----] followers, [----] engagements

"Its a combination of different factors Uncertainty in US future Japan spending Bond market unstable BTC breaking important support level Big Tech huge capex spending while earnings will not cover those capex amounts = overvalued Debt crisis in the making Nasdaq $QQQ has now closed below its 100-day moving average for [--] consecutive days for the first time since May 🚨🚨🚨 https://t.co/1BHP8eDw9E Nasdaq $QQQ has now closed below its 100-day moving average for [--] consecutive days for the first time since May 🚨🚨🚨 https://t.co/1BHP8eDw9E"
X Link 2026-02-05T23:52Z [----] followers, [---] engagements

"@ChaeYunChong @Sammy2288776 I sold a part last week but not all. So I took a hit. Will LOT do well in coming years Imo yes. Could it bounce up again in coming weeks Yes maybe But I sold all my LOT now Why Because the broader market & bond market became very dangerous now [----] will be difficult"
X Link 2026-02-06T01:24Z [----] followers, [--] engagements

"@MrNeilerua AI tourists"
X Link 2026-02-06T11:14Z [----] followers, [---] engagements

"Mega Uranium $MGA conservative Net Asset Value on September 5th2025 after closing of stockmarket: [-----] CAD/sh MGA share price only at [----] CAD/sh 44% discount to NAV😂 I used a zero value for the warrant positions and for the Maureen Property #uranium $NXE $ISO $SASK $PUR"
X Link 2025-09-08T14:33Z [----] followers, [----] engagements

"Important for security of #uranium supply of Europe Neglected by investors looking for short term gains Uranium exploration/development ban lifted on January 1th [----] = intrinsic value A multi-bagger if you just forget about it in short term Happy holder of $AEE position"
X Link 2025-11-27T23:45Z [----] followers, [----] engagements

"Discount to NAV of $MGA has increased significantly last [--] trading days #uranium"
X Link 2025-12-01T16:06Z [----] followers, [----] engagements

"Even my $MGA update of today is outdated 🙂 NXE ISO PUR already higher #uranium"
X Link 2025-09-09T14:04Z [----] followers, [----] engagements

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