@hchris999 Avatar @hchris999 Harry Chris

Harry Chris posts on X about niger, uranium, china, kazakhstan 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 countries technology brands stocks travel destinations currencies cryptocurrencies social networks celebrities

Social topic influence niger, uranium, china, kazakhstan, russia, $glo, $ccj #9, investment, stocks, namibia

Top accounts mentioned or mentioned by @praisekek @quakes99 @piterloskot82 @capnek123 @gloffelhardt @mountaingoat672 @goldenrock235 @themongrelcat @yellowbull11 @rekurencja @toiletkingcap @mineralstocks @uraniuminsider @mikatapiop @varianceswap @leggettjohn @gjermundgroven @cruxinvestor @mrsrojbani @napalm1

Top assets mentioned Cameco Corporation (CCJ) NexGen Energy Ltd. (NXE) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Energy Fuels Inc. (UUUU) RAMP (RAMP) Clear Channel Outdoor Holdings, Inc. (CCO)

Top Social Posts

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

"4A-Oops data is incorrectly presented.$GXU $GVXFF"
X Link 2021-02-19T02:24Z [----] followers, [--] engagements

"$GLO $zinc prices moving up past $2.00 US per LB. In Q1 [----] they received $1.25 US per LB and in Q2 [----] $1.32 US per LB"
X Link 2022-04-13T12:57Z [----] followers, [--] engagements

"A bit more info. As SWU is quoted in US$ Urenco also provides the fx rate in their reports. When converting the backlog to US$ the [----] 1/2 year demand is more revealing. This year will rank among the top [--] best years in the last [--] and could possibly be the best #uranium To add to @quakes99 excellent thread here is further confirmation of the seismic change from Russia to the West. After an [--] year decline Urenco reported a large rebound in orders but not an increase in capex. They have to overfeed to meet this demand. More #uranium is required. https://t.co/5yu0x0kZqm To add to @quakes99"
X Link 2022-08-22T21:33Z [----] followers, [---] engagements

"@spineshivfb Here is the same data in US$. The numbers are even more impressive. https://x.com/hchris999/status/1561829039681191937t=0bzyELJTky-ZimRDoesIcg&s=19 A bit more info. As SWU is quoted in US$ Urenco also provides the fx rate in their reports. When converting the backlog to US$ the [----] 1/2 year demand is more revealing. This year will rank among the top [--] best years in the last [--] and could possibly be the best #uranium https://t.co/AgxAYMkIcD https://x.com/hchris999/status/1561829039681191937t=0bzyELJTky-ZimRDoesIcg&s=19 A bit more info. As SWU is quoted in US$ Urenco also provides"
X Link 2022-08-23T12:52Z [----] followers, [--] engagements

"I am a fan of history. There is a lot to learn from it. If the price pattern followed by spot prices is consistent we may finally see a significant move up in the spot price of #uranium in [----]. 🧵/1"
X Link 2022-12-08T02:14Z [----] followers, [---] engagements

"@quakes99 John "do the math" is very much the correct take. If you bought a uranium stock today and held to [----] you would compound at 25% per year if it only 4x. At 14x you're at 50%. At 38x you're at 75%. You've created a lot of wealth and beaten the index by a wide margin. Go nuclear"
X Link 2023-07-09T05:48Z [----] followers, [----] engagements

"@knarfmartini2 @gjermundgroven He is not wrong"
X Link 2023-07-11T18:38Z [----] followers, [---] engagements

"Regarding #Niger $GLO $GXU and military coups in Africa note that there is precedence in other African countries. The public companies noted in the article continue to operate and are profitable. #uranium https://www.northernminer.com/news/burkina-faso-second-military-coup-2022-raises-risks-miners/1003847308/ https://www.northernminer.com/news/burkina-faso-second-military-coup-2022-raises-risks-miners/1003847308/"
X Link 2023-07-28T17:15Z [----] followers, [----] engagements

"Question for #uranium investors. Other than Cameco Kazatomprom and CGN Mining did any other public company make any uranium sales in the second quarter"
X Link 2023-08-04T22:01Z [----] followers, 13.6K engagements

"A few points about #Niger and what it means to #uranium that I do not see being mentioned. This is just an observation of some simple facts. In terms of what ultimately happens with the coup I have no idea./1"
X Link 2023-08-06T15:44Z [----] followers, 55.8K engagements

"From July 1st-Jeff Combs founder of UxC "To a significant degree the impact of Russias invasion of Ukraine and Russias disassociation from the West will have a much greater impact on the nuclear fuel market than the Fukushima accident." #uranium"
X Link 2023-08-07T19:09Z [----] followers, [----] engagements

"Always take what you read in all media platforms with skepticism but credit to BBC on this one #Niger #uranium No Wagner so far No uranium ban No expulsion of foreigners No Algeria support"
X Link 2023-08-09T10:19Z [----] followers, [----] engagements

"@PraiseKek @rekurencja In the heat of the moment there are a lot of assumptions about the future. Thanks Praise regarding the Lloyd's info"
X Link 2023-08-09T10:22Z [----] followers, [---] engagements

"@Napalm_1_ Enrichers are also spot sellers this year. That said as enrichers transition their contracts from underfeed to overfeed to take advantage of much higher prices the sale of excess spot uranium will be consumed by them to deliver the same unit"
X Link 2023-08-16T12:12Z [----] followers, [---] engagements

"@Napalm_1_ Unfortunately the total sum is only a few million lbs. Assuming SPUT gets back to a premium.one day.they can buy up that quantity and more"
X Link 2023-08-16T14:42Z [----] followers, [---] engagements

"An additional point in Urenco's half month report. In first half spot enrichment in [----] averaged about $72 SWU. In [----] this is $131. 82%. However their price 11%. As price moves up they will move from under to overfeeding. #uranium +20 mm lbs demand [---] mm lbs spot sales"
X Link 2023-08-16T17:05Z [----] followers, [----] engagements

"I have read this commentary from @Go_Rozen a few times. The challenge for most investors is to think of the #uranium cycle in years. Scarcity will make every possible #uranium source rise significantly in price until a solution is found.it will take a long time to do so. If you did not already read @Go_Rozen's commentary in this report it is mandatory weekend reading. Solid takes all around with some unique angles (total commercial uranium inventory relative to total demand) on the nuclear/uranium story. MUST READ 👇🏻 If you did not already read @Go_Rozen's commentary in this report it is"
X Link 2023-08-19T14:27Z [----] followers, [----] engagements

"More evidence that from a financial perspective the current situation in Niger is not sustainable"
X Link 2023-08-22T10:59Z [----] followers, [----] engagements

"Great write-up on the Zuuvch-Ovoo #uranium deposit in Mongolia (discovered [----] [---] mm lbs ISR prod'n) and the geopolitics with Russia as France tries to diversify its supply. It is not easy or obvious to bring a new #uranium mine into production"
X Link 2023-09-01T12:27Z [----] followers, 13.6K engagements

"This is correct. The prices in the #uranium supply chain move together but not necessarily at the same time. It is early but the price increases we are seeing should move us up by at least 100% to over $100/lb keeping up with enrichment and conversion"
X Link 2023-09-01T13:47Z [----] followers, [----] engagements

"Even when the most conservative #uranium consultant is telling us there is no excess supply but rather a shortage there is only one way for the price"
X Link 2023-09-01T14:36Z [----] followers, [----] engagements

"I wrote this back in December as to what we should see in #uranium prices. It is not a surprise to see conversion and enrichment price increases slowing down and uranium spot prices increasing much more. The pattern is once again repeating itself"
X Link 2023-09-01T17:52Z [----] followers, [----] engagements

"@umesh_gandhi007 @AfricanLonghorn Good point umesh. With uranium supply deficits for years to come will $GLO be able to finance Africa's highest grade uranium mine IMO while in the end it may not be the govt agencies someone will. If I was mgmt I'd be working on my plan B"
X Link 2023-09-03T13:37Z [----] followers, [---] engagements

"On a Sunday a long weekend in North America the largest Canadian producer just announced a major cut to its [----] #uranium production. Can't wait for the WNA and spot prices next week"
X Link 2023-09-03T19:07Z [----] followers, 11.2K engagements

"Latest from Barron's on Niger and ECOWAS. Optimism regarding a deal #uranium https://www.barrons.com/news/niger-s-post-coup-pm-hopes-for-agreement-with-w-africa-bloc-c0b0e30f https://www.barrons.com/news/niger-s-post-coup-pm-hopes-for-agreement-with-w-africa-bloc-c0b0e30f"
X Link 2023-09-04T17:51Z [----] followers, 15.5K engagements

"A lot of emphasis on #uranium in Niger only because a French company is involved. [--] mm lbs @ $60 is revenue of $300 mm US per year. Compare that to oil production of 20k barrels/day at $90 each with expansion to 100k barrels/day once PetroChina pipeline to Benin is completed. #Niger @Oranogroup @DeutscheWelle "The #uranium will still be shipped from the mine near Arlit to France via Cotonou. The contract does not give Niger the right to stop the shipments" "The junta has no way to stop the deliveries." https://t.co/THsXpgBEzn https://t.co/aITHhGRasE #Niger @Oranogroup @DeutscheWelle "The"
X Link 2023-09-06T14:47Z [----] followers, [----] engagements

"Orano ships 1-1.2 million lbs #uranium every 2-3 mths including Niger govt's 37% share. It's been [---] mths since the coup. The amount is not significant. What is is the perception that security of supply is very fragile and just adds to all the other issues"
X Link 2023-09-08T23:04Z [----] followers, 13.7K engagements

"Highly recommend this summary by @CruxInvestor with Dustin Garrow and the related YouTube video. My only difference is I believe #uranium price increases will happen a lot faster"
X Link 2023-09-09T13:07Z [----] followers, [----] engagements

"@YahCork @FbmHero @CruxInvestor I think where John B is intelligent is that he wants to be a high price seller (not a high cost miner) and he understands that this market is ripe for exactly that. I would not be surprised to see him announce a contract with a floor of $100/lb as crazy as that reads"
X Link 2023-09-09T13:45Z [----] followers, 33.5K engagements

"BTW if you saw Dustin Garrow's Crux interview he notes that term contracts under $60 have been hoovered (i.e. vacuumed) up. What is incredible is that we are still so early in the #uranium term contract cycle. Not even yet at replacement rate"
X Link 2023-09-10T15:48Z [----] followers, 33.5K engagements

"FNArena #Uranium Week Per TradeTech spot price went up by $1/lb last week to $62 based on one transaction. Imagine what will happen when we have two and more transactions.😅👍"
X Link 2023-09-12T00:48Z [----] followers, [----] engagements

"To add to the points noted by Brandon fewer students are mining engineers and geologists in Canada and US and 40% of UK mining engineers are over [--]. Those #uranium mines that are to come online to feed the growth in nuclear it will not be easy"
X Link 2023-09-12T09:57Z [----] followers, [----] engagements

"@BeenThereCap Note that they also announce ahead of WNA Nuclear Fuel Report for inclusion of most recent data. I'm speculating but maybe they have a problem flexing up"
X Link 2023-09-12T12:42Z [----] followers, [---] engagements

"Does this mean #uranium investors are going to be up all night looking at the ASX quotes🥱 Ka-boom🧨💥🔥 #Nuclear fuel brokers @EvoMarkets have just reported that their closing price today for Spot #Uranium soared +$2.00 to 🥁. a new 12-year high of $64.00/lb #U3O8🎆🎇🤯 which is a price not hit since [--] March 2011.🌊⚛😲 https://t.co/AsIanrkVb7 Ka-boom🧨💥🔥 #Nuclear fuel brokers @EvoMarkets have just reported that their closing price today for Spot #Uranium soared +$2.00 to 🥁. a new 12-year high of $64.00/lb #U3O8🎆🎇🤯 which is a price not hit since [--] March 2011.🌊⚛😲"
X Link 2023-09-13T21:25Z [----] followers, 19.1K engagements

"#SPUT is way over NAV this AM with very strong volumes in the first [--] minutes. The rush of cash is coming in like water through a dam. #uranium"
X Link 2023-09-14T13:45Z [----] followers, 41.6K engagements

"It is clear that the #uranium spot price has gathered significant momentum. On August [--] UxC reported a price of $58.50. A few days later TradeTech came in at $61.35. [--] days later the Ask is $68 We are cutting through the $60s like butter"
X Link 2023-09-14T21:12Z [----] followers, [---] engagements

"Another night of checking ASX #uranium stocks. Soon you guys will look like this👇"
X Link 2023-09-14T21:20Z [--] followers, [----] engagements

"This is a fabulous behind the scenes discussion. It is [--] minutes well spent. Thanks to @hkuppy for putting this out to the public. #uranium"
X Link 2023-09-14T22:00Z [----] followers, 28.8K engagements

"30:20 mark Mike describes a discussion he had with a major nuclear fuel buyer about #uranium who said; "The producers think it is our responsibility to underwrite and incentivize them to put new production in. That is not how commodity markets work." Heading for a crisis"
X Link 2023-09-14T22:53Z [----] followers, 23.1K engagements

"FT Article on #uranium. Grant Isaac (Cameco). Days of $40$50$60 over. Need new supplies. Per Jander (WMC). We are exceeding Pre-Fukushima levels. Nick Lawson (Ocean Wall). Spot to $200 by 2025"
X Link 2023-09-15T12:11Z [----] followers, 55.1K engagements

"Investors have adopted many strategies in terms of how to invest in #uranium. The common element is that there is a worldwide shortage of uranium and there is nothing on the horizon that will change that. These [--] charts by Guy Keller/Tribeca from WNA data are very clear"
X Link 2023-09-17T13:00Z [----] followers, [----] engagements

"FNArena Uranium Week. Much of it is behind a paywall but note that the increase of $3.50 in last week's #uranium spot price was based on a limited number of transactions"
X Link 2023-09-19T01:14Z [----] followers, [----] engagements

"Note that this is the second press release from TradeTech (first was on August 1st) advising the market and public of the surging #uranium price. 🤔"
X Link 2023-09-19T01:22Z [--] followers, [----] engagements

"@saab340b I know it may be hard to believe for some but I don't think the spot price will head down going forward but rather consistently move upward. The shortage of supply is real and a wall of cash is there to catch anyone selling down. SPUT's cash raises is but one example"
X Link 2023-09-19T02:37Z [----] followers, [---] engagements

"For those of you invested in $GLO $GLATF according to this report from TV5 from today the mayor of Agadez says that they are able to receive supplies through Algeria and Lybia. #uranium https://information.tv5monde.com/afrique/niger-avec-les-sanctions-ouest-africaines-la-crainte-de-lasphyxie-economique-2668661 https://information.tv5monde.com/afrique/niger-avec-les-sanctions-ouest-africaines-la-crainte-de-lasphyxie-economique-2668661"
X Link 2023-09-22T14:08Z [----] followers, [----] engagements

"#uranium spot price has moved from $58.50 on August 28th (UxC) to $70.50 per below. In just [--] weeks the price is up $12/lb and 21%. We are not at replacement rate contracting. We await more financial buyers. And there is not enough supply no matter the price"
X Link 2023-09-22T21:09Z [----] followers, 16.8K engagements

"@mineralstocks What I am looking for is with the French government out of the way will this now lead to a negotiated settlement with ECOWAS and the reopening of borders with Benin and Nigeria"
X Link 2023-09-24T21:09Z [----] followers, [--] engagements

"Today's news story about Russian #uranium shipments (true or not) highlights the precarious state western countries have put themselves in. Many #uranium miners are needed ASAP While Western enrichers and converters need to be incentivized to expand capacity NOW"
X Link 2023-09-28T14:10Z [----] followers, 10.2K engagements

"@7Kiwi @ClayDMontgomery @quakes99 David Orano recently said their Kazakhstan material goes to China. "Today Orano's share of Katco's production goes to China and currently we are shipping the whole off-take volume to Chinese converters and it works well.""
X Link 2023-09-28T19:38Z [----] followers, [--] engagements

"Regarding Global Atomic $GLO $GLATF as we approach a #uranium price over $75/lb the payback on the project is approaching less than [---] years. Financing is not the issue. It is the border with Benin so they can receive their supplies and ship the uranium to a class [--] port"
X Link 2023-09-28T19:48Z [----] followers, 16.2K engagements

"Math is [---] million lbs per year ($75 price-22 AISC) less 12% royalty. First [--] years there is no income tax. Gives you about $210 million US"
X Link 2023-09-28T19:52Z [----] followers, [--] engagements

"A North American utility is willing to sign with $GLO $GLATF Global Atomic despite the coup and the as yet not finalized financing. What are #uranium investors thoughts on this news"
X Link 2023-10-02T11:25Z [----] followers, 24.4K engagements

"@CapcentResearch @TheMongrel_Cat The buyer who signed the LOI no doubt saw the financing as part of their due diligence. As we are in Q4 thoughts on timing of announcement"
X Link 2023-10-04T12:48Z [----] followers, [---] engagements

"@GitzelsGreen @PraiseKek @bullura1 Niger Junta Dismisses Algerias Plan for a Six-Month Transition https://www.bloomberg.com/news/articles/2023-10-02/algeria-says-niger-s-coup-leaders-accept-its-offer-to-mediate https://www.bloomberg.com/news/articles/2023-10-02/algeria-says-niger-s-coup-leaders-accept-its-offer-to-mediate"
X Link 2023-10-05T18:57Z [----] followers, [---] engagements

"@mineralstocks Interesting analysis. The peak of this bull market may coincide with a period of falling interest rates(looking out to 2024-27) which will blow past the $8.1/lb of 2007"
X Link 2023-10-08T11:52Z [----] followers, [----] engagements

"What are your thoughts on Global Atomic's $GLO $GLATF press release #uranium"
X Link 2023-10-10T21:16Z [----] followers, 54.8K engagements

"How bad is it for European nuclear fuel purchasers In [----] 69% of their #uranium supplies came from Kazakhstan Niger and Russia all of whom have geopolitical challenges. Canada cannot fill the gap should supplies be permanently cut from any one of these countries"
X Link 2023-10-19T14:06Z [----] followers, 32.7K engagements

"Lots of buyers entered the #uranium spot market last week ahead of the NEI fuel seminar this week in the US pushing spot up $3.50/lb. Maybe they were trying to get ahead of the Americans😁"
X Link 2023-10-24T02:19Z [----] followers, [----] engagements

"China is stepping up their #uranium game plan with their first ever International Forum on Natural Uranium Industry. Today $CCJ marked their contract with CNNC and recently $GLO talked about presenting there as well. They are coming for #uranium"
X Link 2023-10-29T17:02Z [----] followers, 14.9K engagements

"@YahCork @mineralstocks I think the messing has already started. It would be hard to say no if they offer cash to develop or even buyout and an offtake agreement limiting what's remaining for the west"
X Link 2023-10-30T22:03Z [----] followers, [---] engagements

"A summary 🧵on #uranium stocks to start your day. It has been a great run since the lows of [----]. But we are still very early. The market value of publicly listed miners is in the area of $50 Billion US. In [----] at the peak this was $130 Billion. /1"
X Link 2023-11-01T12:26Z [----] followers, 53.4K engagements

"To date the only miners able to generate cash flows are the large miners and soon to be followed by those on Care & Maintenance. But the world is so short on the amount of #uranium that is required I don't think there is a sufficient appreciation of what that means./2"
X Link 2023-11-01T12:26Z [----] followers, [----] engagements

"The world or at least those who understand how energy works has become pro nuclear. This is a massive tailwind. Yet in [----] only [---] million lbs of uranium will be produced. Maybe in [--] we will get to [---] million lbs with the C&M mines but this is well short of requirements./3"
X Link 2023-11-01T12:26Z [----] followers, [----] engagements

"Highly recommend reading Nick's post regarding France and Kazakhstan. Recently Orano gave an interview to Energy Intelligence stating that their production goes to China but with Niger suspended and France ramping up nuclear plus world demand they need a lot more #uranium"
X Link 2023-11-02T12:46Z [----] followers, [----] engagements

"Highly recommend you give @mineralstocks substack a read if you are building a portfolio of #uranium stocks. Although this is but one approach the process is well thought out"
X Link 2023-11-04T12:45Z [----] followers, [----] engagements

"That was a very well written piece by G&R on #uranium. The key for investors is doing their work on individual cos or if you can't do this buy an ETF or SPUT and just let the process evolve over years. The shortage is real and the price trajectory is only one way up"
X Link 2023-11-12T19:56Z [----] followers, [----] engagements

"Some thoughts on #uranium stock performance in the bull market of "2021 to ". At the end of [----] the spot price of uranium was $30/lb. Fast forward to today and it is $78. A rise of 2.6x. As beneficiaries of prices you would expect the miners to exceed this result. A 🧵/1"
X Link 2023-11-18T22:48Z [----] followers, 62.2K engagements

"In [----] with the onset of covid restrictions the stock market and your favorite u stocks all took a massive dive. It was only until later that fall that prices started to significantly rise leading to the start of this thread. That year the spot price closed at $30/lb. /2"
X Link 2023-11-18T22:48Z [----] followers, [----] engagements

"As there are too many uranium miners to consider all of them this thread will focus on the top [--] with market values today exceeding $250 million US. The favorites if you like. In the image 👇is their stock price performance ranked by best to worst./3"
X Link 2023-11-18T22:48Z [----] followers, [----] engagements

"A few notes to add to this. Both CCJ and KAP pay a dividend with KAP's being very significant to the returns. The table did not include these amounts. The worst GLO has had its stock price cut due to the coup in Niger. Only two companies are generating any mining cash flow./4"
X Link 2023-11-18T22:48Z [----] followers, [----] engagements

"Any correlation between stock issuances and performance is dependent on how those funds are spent. KAP has issued no new shares whereas DYL has more than tripled their count. UEC share issuance is up 94% during this time but the stock is up 261%. /5 👇"
X Link 2023-11-18T22:48Z [----] followers, [----] engagements

"The list of [--] is split about even with [--] exceeding the spot price of uranium and [--] below. If you're thinking that I should have just bought SPUT I can appreciate that. However the impact of significantly higher interest rates has no doubt had a dampening effect on returns./6"
X Link 2023-11-18T22:48Z [----] followers, [----] engagements

"FNArena #Uranium Week - [--] Year High Spot price is up 58% in [----] closing at $77.25 (old news now). Volumes appear to be very light although SPUT was able to buy some lbs. Enrichment is primary focus as fears of being cut off from Russia continue to preoccupy utilities"
X Link 2023-11-21T13:07Z [----] followers, [----] engagements

"I don't know for certain that value/lb would 4x from here but I am certain that everything points to the #uranium spot price blowing past the previous high of $138"
X Link 2023-11-24T21:43Z [----] followers, [----] engagements

"@Wiserfool2 Hard to know what combo will bring the moonshot. Interest rates #uranium price. Or shift from large to small caps. Example $CCJ could reach $40 billion US market cap and that's a 100% return. But $GXU at $400 million US market cap is a 300% return"
X Link 2023-11-25T00:17Z [----] followers, [----] engagements

"@davidjanson24 There is a reason you bought these [--]. Your portfolio is a reflection of who you are your risk tolerance and your understanding of what you hold. I would only sell/buy an investment if it fits within your own criteria"
X Link 2023-11-28T22:42Z [----] followers, [---] engagements

"This week Charlie Munger passed away. I don't know if he would have approved of investing in #uranium companies but I am also not a billionaire.yet 😅. There are two quotes of his I often think about. If you invested in $GLO $GLATF you should IMO take them into account. A🧵"
X Link 2023-11-30T21:29Z [----] followers, 15.2K engagements

"On November 10th Global Atomic announced that the US govt has authorized the development banks to proceed with the project. HUH This is the same US govt that a month earlier suspended all aid to Niger save for humanitarian assistance./2"
X Link 2023-11-30T21:29Z [----] followers, [---] engagements

"Here is where the invert part comes in. Why did the US govt do this I've been asking that question for a while. Was it because Stephen Roman is a good negociator Did the US govt do it as a goodwill gesture to Niger Or was it something else /3"
X Link 2023-11-30T21:29Z [----] followers, [---] engagements

"Global Atomic is a $400 mm Canadian company operating in Niger. I am pretty confident they have no political pull in Washingtion. The US govt was clear in the declaration of the coup and section [----] does not allow them to support a military regime (Niger owns 20% of Dasa)./4"
X Link 2023-11-30T21:29Z [----] followers, [---] engagements

"However they recently built in some flexibility. (just in time for Global Atomic). The Secretary of State may waive the restriction in consultation with federal agencies. Now the incentive. So who has such influence and why the Dasa project in Niger /5"
X Link 2023-11-30T21:29Z [----] followers, [---] engagements

"Top of the list is China. If you are invested in uranium it is very clear that there is insufficient supply for a long time. And for China Dasa is a [---] million lbs/yr mine in a country they are present in./9"
X Link 2023-11-30T21:29Z [----] followers, [---] engagements

"For Global Atomic if the west wasn't going to finance the mine China certainly would step in. The outcome would be similar to Kazakhstan that a new mine's output would be heading east and US and Western utilities would be left out (except for the [--] finalized contract)./10"
X Link 2023-11-30T21:29Z [----] followers, [---] engagements

"This should give every uranium investor confidence to know that every lb that can come out of the ground from "friendly" hands is needed. Your fav (near-term) producer has a very welcome market to sell to. The Western consumers of uranium and their govts also know this. /11"
X Link 2023-11-30T21:29Z [----] followers, [----] engagements

"Who is offering a long term #uranium price of $66🤔"
X Link 2023-12-01T14:27Z [----] followers, 30.8K engagements

"@DrRyanPDaly Not sure what you mean. The project requires both debt and equity or quasi-equity. They noted that in their Nov 10th announcement and in prior news releases"
X Link 2023-12-07T02:31Z [----] followers, [---] engagements

"@BenPrin17572616 @Pollomasloco @ianjgarnier @capnek123 It may be the pre-operating budget that includes the costs of operating+finance charges from the FS all the way to when they expect to generate positive cash flow. This amount can change significantly especially if they receive prepayment from customers for shipments"
X Link 2023-12-07T21:36Z [----] followers, [---] engagements

"I think it's up to each #uranium investor to decide whether the risk is worth the reward but this is $GLO's latest numbers based on $80 price. US $1.1 Billion NPV versus $360 million market value. Start of [----] with $48 price it was $450 mm NPV and $450 mm market value"
X Link 2023-12-08T13:19Z [----] followers, 12.1K engagements

"Togo is a member of ECOWAS and has agreed to facilitate negos with Niger-ECOWAS . It also has a port Lome in the same area as Cotonou in Benin. I don't know if Lome is set up for class [--] shipments for #Orano. Supplies for them and $GLO could become easier to receive. #uranium"
X Link 2023-12-08T17:37Z [----] followers, [----] engagements

"@PraiseKek I think the most interesting part is that an ECOWAS member is purposely weakening the sanctions placed upon Niger. I don't know if Benin and Nigeria can keep their positions"
X Link 2023-12-08T17:58Z [----] followers, [---] engagements

"@PraiseKek Praise your thoughts on this. With the US becoming the official lender for Dasa and the US-Niger relationship moving forward does Global have similar standing as say PetroChina rather than the French and Veoila's recent experience"
X Link 2023-12-09T13:26Z [----] followers, [---] engagements

"How to know that we are still very far away from the peak in this #uranium bull market.👇"
X Link 2023-12-12T14:52Z [----] followers, [----] engagements

"@TheMongrel_Cat This thread is silent on two questions. 1) Is Benin accepting to receive the oil in their port of Contonou 2) How will payments to Niger govt be made and brought into the country The BCEAO has blocked its funds"
X Link 2023-12-12T22:19Z [----] followers, [----] engagements

"@peterzhou15 @PraiseKek @TheMongrel_Cat Praise would appreciate if you had a link to a Benin announcement. To be clear Benin who is sanctioning Niger and closed their border is OK with facilitating them receiving millions per day in oil exports"
X Link 2023-12-12T23:10Z [----] followers, [---] engagements

"@uraniuminsider Justin your constant sharing of your time and knowledge in countless interviews makes up for the absence. Just the same every individual investor in #uranium should not miss your UMM.🙏"
X Link 2023-12-13T00:38Z [----] followers, [----] engagements

"I can't wait to see the amount of #nuclear energy Canada will require to reach these targets. Sit tight on #uranium. This may just be the investment of the decade. Canada to Announce [----] All-EV Sales Mandate Reports Say"
X Link 2023-12-17T23:36Z [--] followers, [----] engagements

"@PauloMacro I get the short term issues you raised about the ETFs. What I've understood about this trade is stock prices don't follow anyone's particular timeline. In #uranium expect the unexpected"
X Link 2023-12-19T00:22Z [----] followers, [----] engagements

"@Pollomasloco @mrfriebe The share issue is the price of entry to get people of this calibre to support the project not just financially but politically both in the US and Niger"
X Link 2023-12-19T13:28Z [----] followers, [--] engagements

"I will take a guess and assume $URA has started selling off #uranium equities in preparation for the payment of their January 8th dividend. They need to sell about $145 million US of their portfolio to pay out the dividend. The ex dividend date is Dec 28"
X Link 2023-12-19T15:19Z [----] followers, [----] engagements

"@Mrsrojbani In Q1 [----] they averaged [-----] b/day with Brent at $82.51 avg for the quarter. The price is slightly less but I expect with water levels way up and no more forced stoppages they should be able to continue 19/20k average through Q1 [----]. Adds about $18 million US cash flow"
X Link 2023-12-19T21:31Z [----] followers, [---] engagements

"If the port of Cotonou in Benin is willing to accept cargoes destined for Niger it is in the expectation that the border between the two countries will be reopened in the not to distant future. Cotonou is a class [--] port and can also ship out #uranium. #Orano $GLO $GLATF $GXU #Uranium $GLO #Benin: the autonomous port of Cotonou announces the lifting of the suspension of goods shipments to #Niger. #Uranium $GLO #Benin: the autonomous port of Cotonou announces the lifting of the suspension of goods shipments to #Niger"
X Link 2023-12-27T17:45Z [----] followers, 12.3K engagements

"@makingheadline1 Thank you. Regarding the price of #uranium I do believe we will easily exceed the previous high however the upper limit is unknown. As a minimum to reach the bull market of the 1970s the price will exceed $250 14x from the bottom. Most likely we'll hit this in 2025"
X Link 2023-12-29T04:38Z [----] followers, [----] engagements

"@DiddsCapital @stianflage @mrfriebe Wait to see what happens in January. 1-ECOWAS delegation led by Togo to meet with junta to focus on agreement to lift sanctions etc. 2-The pipeline from Niger to Benin is expected to start operating. Benin controls whether any oil gets out of Niger"
X Link 2023-12-29T14:44Z [----] followers, [--] engagements

"@JekyllCapital I agree Art. [--] million at $100 is $900 mm spend. At $150 $1350 mm. They'll need to raise the cash and find the pounds. We are in unprecedented times for uranium"
X Link 2023-12-29T15:25Z [----] followers, [----] engagements

"At the start of [----] I looked to previous bull markets to understand where #uranium prices are headed. I am now convinced that what lies before us is unprecedented. 🎆The final results are in📊and #Uranium surpassing over [--] tracked commodities on TradingEconomics is the World's Top Performing Commodity of 2023🥇🌎⚛⛏"this is merely the inception of a historic rally. with prices poised for further escalation"📈🤠🐂https://t.co/bmcPjKgJlf https://t.co/LH5wG4nQlc 🎆The final results are in📊and #Uranium surpassing over [--] tracked commodities on TradingEconomics is the World's Top Performing"
X Link 2023-12-31T18:36Z [----] followers, 24.7K engagements

"@quakes99 Either a junior etf or a senior etf. Should be a pure fund and include only miners (no sput yca etc.) Example maximum company market value $500 million for junior or minimum $500 million for senior"
X Link 2024-01-01T18:25Z [--] followers, [----] engagements

"In [----] the primary deficit between production and demand was $50+ million lbs. In Sprott's [----] #Uranium Outlook they are forecasting an extra [--] million lbs of production by [----]. This is the best case scenario assuming the restarted mines achieve their production targets"
X Link 2024-01-04T18:33Z [----] followers, 26.1K engagements

"@Yellowbull11 Psychologically I think reaching a $100 spot uranium price will bring much more attention. People like round numbers and simple stories"
X Link 2024-01-07T15:32Z [----] followers, [----] engagements

"In light of $GLO $GLATF update today here are a few additional items not mentioned. 1-Back in August they suspended development of DASA due to the coup. However in a Crux interview (Dec [--] 4:37 mark) the CEO confirmed its restart on Dec 1st. Leading to the next point. cont'd Global Atomic today reported the formalization of its 3rd off-take agreement with US utilities timelines for the updated Phase [--] Feasibility Study [---] days operating the Dasa Mine without an LTI and the promotion of Emre Toprak to VP Finance. $GLO $GLATF https://t.co/0H8H0oBXCj Global Atomic today reported the"
X Link 2024-01-11T00:08Z [----] followers, 11.8K engagements

"2-The main delays are not in Niger but with the engineering and manufacturing of the processing plant. These problems will be universal to all #uranium companies building a mine. The acid plant is being built in India & SAG mill in South Africa. Has there been a change cont'd"
X Link 2024-01-11T00:08Z [----] followers, [----] engagements

"3-Note that the term contracts are for [--] years and [---] million lbs per year and DASA is expected to produce [---] million lbs in those same [--] years (2021 FS). 30% of production is sufficient to repay the financing. What's the plan for the rest cont'd"
X Link 2024-01-11T00:08Z [----] followers, [----] engagements

"4-The canary in the mine in terms of their relationship with the Niger govt is the renewal of their now expired exploration licenses (does not include DASA). There was no mention of the acceptance of their renewal"
X Link 2024-01-11T00:08Z [----] followers, [----] engagements

"@gjermundgroven This is a very good chart. No one knows the exact moment the equities will catch up or maybe even exceed the physical fund but it will happen. Psychologically crossing $100 spot certainly helps"
X Link 2024-01-12T11:43Z [----] followers, [----] engagements

"@a_martinoro @gjermundgroven I agree but math works against them. Spot price needs to go to $200 for SPUT to gain 100% but for a company trading at $250 million it could be worth $1 billion at that spot price level +300%"
X Link 2024-01-12T12:26Z [----] followers, [---] engagements

"It would not be a surprise to hit a new #uranium price high that exceeds the inflation adjusted number of the previous bull runs but the upper limit is unknown. Flash📸 For those of U asking for an inflation-adjusted chart for Spot #Uranium💲⚛⛏📈 my buddy @NuclearDorito has created a new chart that looks back from today's $104/lb #U3O8 price to 1968☮ covering the [--] prior U bull markets and this one that's just getting underway.🤠🐂🏄 https://t.co/VD9G9ONy3f Flash📸 For those of U asking for an inflation-adjusted chart for Spot #Uranium💲⚛⛏📈 my buddy @NuclearDorito has created a new chart"
X Link 2024-01-14T03:03Z [----] followers, [----] engagements

"Great find. It has often come into question whether KAP was high grading in the past. More evidence that the largest producer may have done exactly that. #uranium Pay close attention to the following: few months ago Mukanov stated that KAP would need 1.7MM tons of sulfuric acid for 2023s #uranium production. Now Ibrayev says they need 2.2MM tons today. This is too significant increase in their new requirements. https://t.co/6Ow19N3pIC Pay close attention to the following: few months ago Mukanov stated that KAP would need 1.7MM tons of sulfuric acid for 2023s #uranium production. Now Ibrayev"
X Link 2024-01-19T14:17Z [----] followers, 13.4K engagements

"$GLO $GLATF $GXU #Orano #uranium If you want to understand where the Niger government is headed have a look at Mali. A military coup Wagner/Russia and constant terrorists. Yet Barrick Gold operates one of the top [--] gold mines in the world earning $100 million US per quarter"
X Link 2024-01-25T02:26Z [----] followers, 13.9K engagements

"While we are waiting for Kazatomprom and Cameco #uranium production figures for [----] and outlook for [----] note that both Namibia and Olymic Dam have slightly increased production. Still a 💧in the 🪣. Olympic Dam production 308K in [----] Namibia production 2.4mm [--] mths 2023"
X Link 2024-01-30T19:44Z [----] followers, [----] engagements

"@quakes99 Slowly but surely they will keep ramping up that uranium spot price.🍻🌞"
X Link 2024-02-07T20:42Z [----] followers, [----] engagements

"@gjermundgroven And from [----] Mlbs they forecast 36Mlbs in [----] +27%. However I did not find any mention of them solving the issues that led to the production miss in [----] to begin with. Did you read/hear anything"
X Link 2024-02-08T22:48Z [----] followers, [---] engagements

"Is my understanding correct Per Cameco they will lose $49 million of annual cash flow for every $5 increase in the price of spot #uranium starting from $91. Spot is at $101 per Numerco on Friday. Perversely rising #uranium prices reduce cash flow with a $5/lb increase in #uranium prices decreasing cashflow by $49m. If they have to buy more at spot at higher prices the change in cashflow will likely worsen (5/n) https://t.co/Rc0N42ZRWx Perversely rising #uranium prices reduce cash flow with a $5/lb increase in #uranium prices decreasing cashflow by $49m. If they have to buy more at spot at"
X Link 2024-02-10T22:13Z [----] followers, 26.6K engagements

"Question for #uranium investors. What are you using as supply and demand numbers for 2024"
X Link 2024-02-14T03:32Z [----] followers, [----] engagements

"As an investor there are [--] elements I have found that have led to my financial success. 1-Find an industry with a long runway 2-Identify companies that can turn that success into earnings and cash 3-Buy cheap if possible Using this let's look at $NVDA and #uranium 😉. A 🧵"
X Link 2024-02-25T13:07Z [----] followers, 19.6K engagements

"$NVDA has done phenomenal as a company. As an investor if you were able to identify the oncoming growth of AI and bought the stock in the depths of the [----] covid lows you have made 15x your initial investment up to now./2"
X Link 2024-02-25T13:07Z [----] followers, [----] engagements

"Frankly I did not see the success of their chips coming nor do I have any idea how long this success will last but it is certain that this growth is not topping at this stage. There is still more distance to go on that runway./3"
X Link 2024-02-25T13:07Z [----] followers, [----] engagements

"As most investors often chase a stock after the price moves $NVDA has still performed well for the bulk of investors over the past year by more than doubling its share price. Pretty far from 15x but not too shabby./4"
X Link 2024-02-25T13:08Z [----] followers, [----] engagements

"#Uranium on the other hand I came to understand fairly quickly. Inspired by this video of Mike Alkin's presentation at VRIC in [----] I realized that the commodity would be facing a relentless deficit with no solution I could see for years./4"
X Link 2024-02-25T13:08Z [----] followers, [----] engagements

"The runaway for #uranium is pretty long. Take any chart you like on supply and demand and the conclusions pretty much come to the same. There is not enough supply./8"
X Link 2024-02-25T13:08Z [----] followers, [----] engagements

"Some of you may complain that your stock has not done well. The point was to highlight that there are stocks in #uranium that have performed exceptionally even when compared to the #1 market champion. And most importantly they have a long way to go before they peak. /end"
X Link 2024-02-25T13:08Z [----] followers, [----] engagements

"@Ubigbull113718 @PraiseKek This does not change anything in the equation. It's just a short term data point which doesn't solve the deficit. More important for the Chinese will be whether they can get their hands on enough uranium to meet their nuclear build program"
X Link 2024-03-03T18:43Z [----] followers, [---] engagements

"@Yellowbull11 @contrarian8888 This is not cake in the can. The potential partner referenced in the article produced a bit more than [------] lbs last year. This is a long way from any meaningful contribution to reduce the deficit"
X Link 2024-03-06T10:54Z [----] followers, [---] engagements

"#uranium spot price TradeTech notes much of the selling has come from financial entities that first kicked off the uranium rally a few years ago trimming positions and booking what would be considerable profits at prices over US$100/lb. https://fnarena.com/index.php/2024/03/05/uranium-week-spot-price-eases-further/ https://fnarena.com/index.php/2024/03/05/uranium-week-spot-price-eases-further/"
X Link 2024-03-06T11:12Z [----] followers, [----] engagements

"This is such a profound statement the Swiss trader noted to Per Jander at the BMO Conference. Go back to the 70s to understand what lies ahead for both #nuclear and #uranium. In summary it was a massive bull market for both. Great short interview with Per Jander of WMC. "A Swiss uranium trader who's been in the business for [--] years said '.everyone makes the comparison to [----] to where we are right now.this is not 2007.this is [----] when the birth of nuclear energy. Great short interview with Per Jander of WMC. "A Swiss uranium trader who's been in the business for [--] years said '.everyone"
X Link 2024-03-07T18:59Z [----] followers, 11.4K engagements

"For OranoGlobal Atomic $GLOGoviex $GXU and others the key issue remains opening the Niger-Benin border. $GLO US decided to move forward with DASA in Nov when ECOWAS took a hard line French being kicked out & US suspended military cooperation. $GXU also now has🟩💡from . If true that would make foreign investments (especially US based) challenging. Interestingly $GLO recently signed a LOI with some US utilities. If relations between the US and Niger deteriorate as suggested here that would not be good for $GLO $GXU https://t.co/K8DGJKRodc If true that would make foreign investments (especially"
X Link 2024-03-16T23:31Z [----] followers, [----] engagements

"@DrRyanPDaly It is irrelevant to DASA. They use the local military whom they pay and support. The funding is related to economic development (and #uranium for US nukes) not military cooperation which is why it was allowed to continue. @DrRyanPDaly It is irrelevant to DASA. They use the local military whom they pay and support. The funding is related to economic development (and #uranium for US nukes) not military cooperation which is why it was allowed to continue"
X Link 2024-03-17T00:27Z [----] followers, [----] engagements

"#uranium $GLO $GXU #Niger Full Speech. 1/5 The US accused the Junta of signing secret pacts with Russia & Iran including terms to supply #Uranium to Iran. The Junta spokesman denies this. He denounces the old military agreement but never explicitly mentions expelling the US military. #Niger Full Speech. 1/5 The US accused the Junta of signing secret pacts with Russia & Iran including terms to supply #Uranium to Iran. The Junta spokesman denies this. He denounces the old military agreement but never explicitly mentions expelling the US military"
X Link 2024-03-17T10:49Z [----] followers, [----] engagements

"IMO it forces investors and analysts to come back to the #uranium spot market price even with all of its issues to determine what cash flows will look like. So until there is transparency (not holding my breath) the spot price will continue to be the main driver. Guy Keller from Tribeca on @CruxInvestor calls for #uranium pricing transparency. Maybe developers are "forced" by utilities to not disclose terms and prices Or maybe developers signing contracts right now are too embarrassed to admit they signed onerous terms and prices🤷♂ https://t.co/XUiJ7Y4eRC Guy Keller from Tribeca on"
X Link 2024-03-19T13:10Z [----] followers, [----] engagements

"Anyone know why Energy Fuels $UUUU $EFR has not received government funding for its rare earth initiatives yet these Australian miners can #rareearths US Offers $600 Million Loan to Australian Rare Earths Project A US-backed lender has offered an Australian miner $600 million in loans to develop a rare earths project the latest move to expand the critical minerals supply chain outside of China. The Export-Import Bank US Offers $600 Million Loan to Australian Rare Earths Project A US-backed lender has offered an Australian miner $600 million in loans to develop a rare earths project the latest"
X Link 2024-03-21T10:38Z [----] followers, [----] engagements

"On March [--] a US delegation met with the African Development Bank. The US funds African investments through the AFD. On March [--] the AFD resumed its activities in Niger. This is how $GLO and $GXU will eventually receive their funding in Niger. #uranium More good news for $gxu $glo $M.CN👇 #uranium #Niger Green light for the resumption of activities of the African Development Bank The African Development Bank (AfDB) is preparing to renew its collaboration with Niger More good news for $gxu $glo $M.CN👇 #uranium #Niger Green light for the resumption of activities of the African Development Bank"
X Link 2024-03-23T10:50Z [----] followers, [----] engagements

"#uranium is hard example #9854876 It turns out the port of Baltimore was to receive nuclear fuel from Russia for US utilities. Further the port appears to be a main point of shipments into the US. Anyone with any expertise wish to comment https://fnarena.com/index.php/2024/03/26/uranium-week-politics-dominates/ https://fnarena.com/index.php/2024/03/26/uranium-week-politics-dominates/"
X Link 2024-03-26T22:58Z [----] followers, 12.3K engagements

"@TApocalyt Thank you for the response. I am constantly learning. If you don't mind. How do you balance your analysis that concludes the company is worth many Xs current price and when the market will recognize that value Do you require a short term catalyst before taking a position"
X Link 2024-03-30T16:00Z [----] followers, [---] engagements

"This is a well written thread on $NXE by @PraiseKek and the CNSC review of their underground tails management facility. He raises some good questions. This review is part of the permit process. I keep thinking #uranium mining is hard. $NXE #UGTMF Risk Analysis 1/25 🐸 The Underground Tailings Management Facility is central to @NexGenEnergy_ ESG approach for #uranium production at Arrow. Potential regulatory/technical issues could set the timeline back by years. Ps: I'm not a mining/environmental expert. https://t.co/cMX5hO8aZH $NXE #UGTMF Risk Analysis 1/25 🐸 The Underground Tailings"
X Link 2024-04-02T20:59Z [----] followers, [----] engagements

"It is my understanding that this is one of two vessels that is authorized by Canada to carry Russian EUP to the USA. (They are the only ones that perform this voyage). #uranium Atlantic Navigator II: German Authorities Detain Ship Transporting Uranium from Russia #uranium #nuclearenergy https://t.co/Pi8hVWswrO Atlantic Navigator II: German Authorities Detain Ship Transporting Uranium from Russia #uranium #nuclearenergy https://t.co/Pi8hVWswrO"
X Link 2024-04-03T12:44Z [----] followers, [----] engagements

"To borrow a famous line; "Namibia we have a #uranium problem." The 3.6% growth takes into account higher prices such that the combined prod'n of Rossing Husab and now Langer-Heinrich is expected to be less in [----]. Will the other developers also be facing similar issues"
X Link 2024-04-11T20:42Z [----] followers, 15.1K engagements

"For those interested. The source of this #uranium quote is The Bank of Namibia from their March [----] Economic Outlook. https://www.bon.com.na/Publications/Economic-Outlook.aspx To borrow a famous line; "Namibia we have a #uranium problem." The 3.6% growth takes into account higher prices such that the combined prod'n of Rossing Husab and now Langer-Heinrich is expected to be less in [----]. Will the other developers also be facing similar issues https://t.co/pfL2VQKHlv https://www.bon.com.na/Publications/Economic-Outlook.aspx To borrow a famous line; "Namibia we have a #uranium problem." The"
X Link 2024-04-12T10:57Z [----] followers, [----] engagements

"I think the message is clear for $GXU. Get off the toilet. Raise the capital and move this forward(unlikely) sign a JV(most likely) or sell(also a possibility). They have always stressed their connections through the Friedlands. It's time to use those connections. Goviex $GXU was told that if they do not commence their mining operations in Niger by July 3rd [----] their mining permit will be revoked. Unrealistic timeline big risk now. Wow. https://t.co/ZJHB1kSQrS Goviex $GXU was told that if they do not commence their mining operations in Niger by July 3rd [----] their mining permit will be"
X Link 2024-04-19T12:49Z [----] followers, 17.7K engagements

"@HoldcoMarkets Don't disagree that Goviex is in a weaker position. The release is vague using "start mining" and "may". What do those words mean IMO there is a negotiation/discussion that needs to happen between Goviex and Niger"
X Link 2024-04-19T14:35Z [----] followers, [---] engagements

"Recommend the document and thread by @PraiseKek on Kazatomprom and their relationship with China. #uranium A solid in-depth article from @CarnegieEndow on $KAP relations with China and how the West including $CCJ failed to assist $KAP with its expectations of vertical integration and thus ended up losing ground in joint ventures. A link to the article is at the end. 1/5 https://t.co/BbdNVlTHIh A solid in-depth article from @CarnegieEndow on $KAP relations with China and how the West including $CCJ failed to assist $KAP with its expectations of vertical integration and thus ended up losing"
X Link 2024-04-21T18:39Z [----] followers, [----] engagements

"It appears that they are focused on lining up government funding/loans to get it into production./2"
X Link 2024-04-22T11:03Z [----] followers, [----] engagements

"Finally I guess it's not just uranium that is in a supply deficit./end"
X Link 2024-04-22T11:03Z [----] followers, [----] engagements

"My #uranium bet would be on $BMN for three reasons. 1-Resource is large [---] mm lbs. 2-Project requires US $317 mm capex (increase to US $400 mm with working capital). Company market value is only US $360 mm. 3-Open to offtake and JV opportunities. China is in Namibia. There is a rumor that the chinese are right now in negotiations to invest in an african uranium developer Dustin Garrow. There is a rumor that the chinese are right now in negotiations to invest in an african uranium developer Dustin Garrow"
X Link 2024-04-27T15:20Z [----] followers, [----] engagements

"@FrankSt95674692 China has no uranium operations in Niger but an ability to provide cash support and workforce in Namibia"
X Link 2024-04-27T17:57Z [----] followers, [---] engagements

"No production shortfall at $CCJ. Continuing as planned. #uranium"
X Link 2024-04-30T11:00Z [----] followers, [----] engagements

"@capnek123 This is a REE company. Uranium is to fund this investment. In addition how much dilution and debt will they be taking on to realize the Brazil and Australian projects in addition to Madagascar and the mill upgrades When do the REE projects become cash flow positive"
X Link 2024-05-04T19:38Z [----] followers, [----] engagements

"Paladin Energy $PDN is a great company and has done very well for its investors. It will continue to do so. When comparing its valuation against Global Atomic $GLO $GLATF the disconnect in Global's valuation is exceptional. #uranium"
X Link 2024-05-07T10:47Z [----] followers, 30.7K engagements

"@AndyJay16634390 The only fear which would be rational is the take over of the mine by Niger. That fear however appears to be negated by the support of the government for the mine and Global"
X Link 2024-05-07T11:04Z [----] followers, [---] engagements

"@panaceacures No but Global was being discounted at the time after Turkey earthquakes Niger court case delays in financing announcement etc. The stock was already down before the coup"
X Link 2024-05-07T11:21Z [----] followers, [---] engagements

"@SilverCrisis405 @mineralstocks Steve what is basis risk"
X Link 2024-05-08T12:55Z [----] followers, [---] engagements

"@joeNorton727272 I think it is a question of torque. If they bought at $30 and are selling today at $90+ they tripled their money. But to repeat that feat uranium would have to go up to $270. Whereas they now have a debenture call option on NXE with a better return once close to production"
X Link 2024-05-08T13:30Z [----] followers, [---] engagements

"Something to think about. To date only two #uranium miners have generated cash flow and earnings on a consistent basis; Kazatomprom and Cameco. In [----] that will change. The sector becomes much more attractive to investors when it can be measured on its cash flows and earnings"
X Link 2024-05-14T14:16Z [----] followers, 13.7K engagements

"@quakes99 Very good point. Do you think that US contracting may pick up after the World Nuclear Fuel Market conference in Atlanta (June 2-4)"
X Link 2024-05-24T13:07Z [----] followers, [----] engagements

"$GLO $GLATF Global Atomic. As per the MIC the board members own [--------] shares including Befesa's CEO who is on the board and represents their interest. Stephen Roman CEO has the largest share ownership. This represents 10.8% of shares outstanding./1"
X Link 2024-05-24T22:10Z [----] followers, [----] engagements

"In [----] $GLO $GLATF insiders exercised stock options paid income tax on the gain in FMV (53.53% in Ontario) but did not sell any shares. Example. Stephen Roman [-------] shares @ $0.25 on Feb [--] [----]. He paid $440909 shares + $2388508 in tax ($2.78-$.25 x shares x 53.53%)"
X Link 2024-05-24T22:10Z [----] followers, [----] engagements

"@pwatts93 @AfricanLonghorn Goviex [----] FS called for initial capital costs of $343 million US. If we look at what transpired at Global Atomic this is closer to $450 mm US all in today. If they can get the same 60-40 split as GLO they will need to raise $180 mm US. Market cap is $66 mm US with no cash"
X Link 2024-05-26T22:25Z [----] followers, [---] engagements

"@IEMed_ @UlfLaessing @KAS_africa @KASonline @euromesco @67jpr @FlorensaSenen @RogerAlbinyana This piece is exceptional"
X Link 2024-06-04T11:05Z [----] followers, [---] engagements

"When I look at all the momentum in #nuclear energy be it life extensions new builds restarts and SMRs I ask myself who will provide the sole material #uranium required to meet this demand A brief 🧵/1"
X Link 2024-06-21T10:44Z [----] followers, 16.6K engagements

"Consider the US is the largest consumer and yet there is nowhere near enough domestic supply on the horizon. Europe. Forget about it. If $BKY couldn't go forward the continent isn't ready for large scale #uranium mining./2"
X Link 2024-06-21T10:44Z [----] followers, [----] engagements

"Australia has a couple of mines in operations and $BOE restarting its operations but even $DYL has Vimy coming online later this decade maybe Canada is great due to $CCJ but if you haven't noticed it takes years if not a decade to get permitted and start production./3"
X Link 2024-06-21T10:44Z [----] followers, [----] engagements

"The biggest #uranium miner $KAP is in high demand and they sell at the spot price. By [----] China will be the largest consumer and they need as much as they can get. Russia is the largest builder of nuclear plants and they want and get more lbs. What's left for the West/4"
X Link 2024-06-21T10:44Z [----] followers, [----] engagements

"Africa is much quicker but each country has its issue. Namibia has Husab and Rossing which have been operating while $PDN has restarted. However there have been no new mines in production with $BMN and $DYL expected later this decade./5"
X Link 2024-06-21T10:44Z [----] followers, [----] engagements

"In Niger Orano has yet to ship since the coup due to Cotonou port is blocked. Global Atomic hopes to produce from a new mine by [----] but has yet to resolve its financing./6"
X Link 2024-06-21T10:44Z [----] followers, [----] engagements

"There are other countries of course but the ramp up is slow and definitely not enough to meet demand. I write all this because #uranium investing is very volatile. For stock investors it started as a great year but it's been a bad month./7"
X Link 2024-06-21T10:44Z [----] followers, [----] engagements

"@RockFlowGoLow It is the timing between the order date and the shipment date which is many months. In a rising market they are always behind. Given the spot price declined this quarter they may end up slightly above"
X Link 2024-06-21T11:07Z [----] followers, [--] engagements

"@manuelbean [----] was such a great year to buy uranium stocks"
X Link 2024-06-22T11:32Z [----] followers, [--] engagements

"@quakes99 Thank you. I expect a few twists before this one is resolved"
X Link 2024-07-06T20:19Z [----] followers, [----] engagements

"$GLO $GLATF Global Atomic The board and management have a decision to make as to what path they will take to finance the mine. That decision should take place in the coming weeks if they are to maintain their timeline to production"
X Link 2024-07-17T14:05Z [----] followers, [----] engagements

"A month ago the US EIA released its annual report on US utilities and their #uranium purchases. As the largest nuclear fleet in the world the US has a significant impact on the #uranium market but the world has changed from the bull market of 2005-07. A 🧵 on the topic./1"
X Link 2024-07-20T15:12Z [----] followers, 28.6K engagements

"2023 marked a significant jump in purchases vs. consumption since [----]. Given what we know about nuclear demand/exten. Russian ban bottlenecks and the rise in enrichment tails this makes sense. Note that consumption is not linear but varies based on estimates & refuel cycle./7"
X Link 2024-07-20T15:12Z [----] followers, [----] engagements

"The second graph I look at is uranium inventory held by utilities versus their purchasing and consumption patterns. Note the significant difference with 2005-07 uranium bull market(suppliers are abt same). To their credit as a group the buyers are more proactive this cycle./8"
X Link 2024-07-20T15:12Z [----] followers, [----] engagements

"The answer IMO lies in both the uranium supply demand forecasts that show deficits as far as the eye can see and a boom in nuclear demand. There is a wave of support in the USA today. Worldwide "under construction" alone there are [--] plants now vs. [--] in 2007./10"
X Link 2024-07-20T15:12Z [----] followers, [----] engagements

"Ultimately as investors we want to see strong demand for nuclear in the USA. This will show up in the electricity generation numbers. By extension consumption purchases and inventories will follow. Remember this is but one pillar in the global demand for uranium./End"
X Link 2024-07-20T15:12Z [----] followers, [----] engagements

"@toiletkingcap Correct. I think it is a mistake to look solely at the US utilities however they provide the most comprehensive info. We can summarize the US outlook as follows: [----] low inventory-lots of supply coming [----] high inventory-deficits"
X Link 2024-07-20T19:49Z [----] followers, [---] engagements

"@SamRosen2 @KAKLARE It is the Dec [--] [----] closing spot price"
X Link 2024-07-22T00:54Z [----] followers, [---] engagements

"Some thoughts on Global Atomic's $GLO $GLATF announcement today regarding a private placement for $15 million. I think everyone knows what will happen to the share price in the short term but I would like to focus on what happens after. A 🧵/1 https://x.com/RedCloudFS/status/1815904481168482766 Don't miss it: @AtomicCorp Global Atomic Announces Private Placement of up to C$15.0 Million - read more here: https://t.co/x6ccgAnZHq #News $GLO #NewsRelease #Investment #MiningNews https://t.co/ZQAU8OAp7R https://x.com/RedCloudFS/status/1815904481168482766 Don't miss it: @AtomicCorp Global Atomic"
X Link 2024-07-24T02:30Z [----] followers, 45.1K engagements

"@capnek123 @piterloskot82 What is your take that they did not announce an amount"
X Link 2024-07-26T11:30Z [----] followers, [---] engagements

"I wrote this over [--] years ago. Seems just as relevant today. #uranium Spot price is $82 and SPUT has a 14.75% discount. Out of [---] days since inception it has closed at a 15%+ discount only [--] times. SPOT=SPUT=EQUITIES Chart of SPUT vs. Cameco for last [--] years 👇 The sentiment of fund flows to/from SPUT and the #uranium equities appear very much linked so far. As SPUT has turned down so have the equities. Recap of what happened and what is happening. After a strong run to mid-Nov last year equities started turning down/1 The sentiment of fund flows to/from SPUT and the #uranium equities appear"
X Link 2024-08-03T12:37Z [----] followers, [----] engagements

"@FbmHero I'm implying that any weakness in the spot price will be bought by both traders and utilities as it would be advantageous to the term price. This would lead to spot once again rising above term versus equal to term where it is now"
X Link 2024-08-04T14:14Z [----] followers, [---] engagements

"@toiletkingcap I would also add that since [----] the spot price has closed higher at year-end (except for 2019) than the year before. Spot was $91 at 12/31/23 and term contracting has been only [--] million lbs so far in [----]. The last few months of [----] could be hectic"
X Link 2024-08-04T14:25Z [----] followers, [---] engagements

"How to play a cycle from the master. Berkshire started buying Apple in Q1 [----]. That year the price ranged from $23-$29. [--] years later due to covid price turned down to $55. News this week that Berkshire unloaded 1/2 his position in Q2. Return was 10x+ in [--] yrs incl. dividends"
X Link 2024-08-04T16:07Z [----] followers, [----] engagements

"$EU Encore Energy Q2 selling price $59.11/lb. while ramping up purchases of #uranium at a cost of $89.37/lb. Production issues Contracting No idea but mining is not easy. From their Q2 MD&A and Statements"
X Link 2024-08-14T17:38Z [----] followers, 14K engagements

"@casperj33081634 Selling price below $60/lb and purchasing inventory at above selling price. I understand meeting customer delivery dates but are the purchases due to a delay in their ability to ramp up their ISR production No idea. Just putting the question out there that there actions are odd"
X Link 2024-08-14T18:01Z [----] followers, [---] engagements

"@enCoreEnergy_EU Why are you buying uranium rather than selling from production Why was the selling price in Q2 so low at $59.11 per lb. for the [-----] lbs sold"
X Link 2024-08-14T18:43Z [----] followers, [---] engagements

"@rekurencja @a_martinoro I am with you Piotr. The key to getting valuations up on a sustainable basis is earnings and cash flow neither of which is attainable at the moment. I am a shareholder as well"
X Link 2024-08-15T13:57Z [----] followers, [---] engagements

"@pdx2155 @Energy_Fuels @honeywell Anecdotal comments are not that meaningful. There are [---] reactors in the world. At present conversion and enrichment are at ATHs. #Uranium secondary supply is gone this year. Uranium primary supply is at a deficit. A single buyer can hold out but the industry can't"
X Link 2024-08-19T10:57Z [----] followers, [----] engagements

"Additional information from @pretentiouswhat on China's #nuclear building program and the [--] new reactors. Things are moving fast. #uranium [--] more nuclear reactors approved yesterday in China across [--] sites. This extends the recent approval trend with [--] approved in [----] [--] approved in [----] and [--] in [----]. 9/10 of the reactors approved in [----] are now under construction as well as 4/10 of the [----] batch.🧵 https://t.co/s7Kw5gCX08 [--] more nuclear reactors approved yesterday in China across [--] sites. This extends the recent approval trend with [--] approved in [----] [--] approved in [----] and [--] in"
X Link 2024-08-20T19:11Z [----] followers, 11.7K engagements

"Since [----] wages and taxes have gone up significantly as well as $KAP's profitability. It is not enough. In [----] a new minineral tax comes in force. Although early the govt has seen shortfalls in farming production and needs sulfuric acid for fertiliser. So does $KAP. #uranium 1-A few thoughts on $KAP and the contribution of #uranium to the Kazakhstan government's treasury. While $KAP has often been equated to Saudi Arabia (by default Aramco) the extent of their contribution is surprisingly not that large. 1-A few thoughts on $KAP and the contribution of #uranium to the Kazakhstan"
X Link 2024-08-22T10:31Z [----] followers, [----] engagements

"One reason why China will keep building more #nuclear plants. #uranium JUST IN China's July power consumption rose 5.7% y/y to [-----] billion kWh growing slightly slower than in June. The growth in Jan.-Jul. has narrowed to 7.7% y/y from 8.1% at [----] trillion kWh. Source: National Energy Administration #China #coal JUST IN China's July power consumption rose 5.7% y/y to [-----] billion kWh growing slightly slower than in June. The growth in Jan.-Jul. has narrowed to 7.7% y/y from 8.1% at [----] trillion kWh. Source: National Energy Administration #China #coal"
X Link 2024-08-22T10:37Z [----] followers, [----] engagements

"#uranium stock prices are volatile and subject to periods of significant price drops. Similar to this year [----] saw three months of lower stock and spot prices. A comparison of the data looking at $URNM as a proxy for stock prices and the #uranium spot price.👇"
X Link 2024-08-23T02:35Z [----] followers, [----] engagements

"Guidance for [----] is now 25000-26500 tU an increase of 2500-3000 tU over [----] (6.5-7.8 million lbs.) Budenovskoye will about 1/3 of this increase. If they continue increases to Russian JVs will there be a battle with their Western partners (Cameco Orano etc.)/3"
X Link 2024-08-23T13:29Z [----] followers, [----] engagements

"This is a handy table to explain the change in the MET. The tax is presently 6% times reported spot price. In [----] this goes to 9% and in [----] the table takes over. If they ever get back to 100% of subsoil production it increases to 12.7% at today's prices./4"
X Link 2024-08-23T13:29Z [----] followers, [----] engagements

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