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@rekurencja Piotr TurekPiotr Turek posts on X about $tmq, $s32ax, $lgo, white house the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% countries XXXXX% cryptocurrencies XXXX%
Social topic influence $tmq 11.11%, $s32ax 11.11%, $lgo #1, white house 7.41%, the white 7.41%, core 7.41%, $pdn #11, $nxe #8, tariffs #1435, $apm XXX%
Top accounts mentioned or mentioned by @almostmongolian @mountaingoat672 @robertivanhoe @amiradnani @namibiametals @quakes99 @newuraniumhope @timmhfield @valarian11 @stock_rambl_dm @ballsmeep @beingnorth @a_martinoro @crypt0cloud
Top assets mentioned NexGen Energy Ltd. (NXE) apM Coin (APM) Pintu (PTU) Teck Resources Limited (TECK) Cameco Corporation (CCJ)
Top posts by engagements in the last XX hours
"Congrats to all $APM Andean Precious Metals shareholders. You nailed this leg of the Precious Metals cycle"
X Link 2025-12-01T18:33Z 2407 followers, 1302 engagements
"It's now official. Niger is moving ahead with the sale of ex-Orano yellowcake from Somair attempting to export it via Port of Lome in Togo. Unclear who is the buyer and if the deal is already done. Parties in Russia Turkey and Iran have been speculated as the potential buyers but I wouldn't exclude the possibility it may be someone else too. I hope the Nigerien officials make smart decisions that maintain amicable relations with the US and the West (excluding France who are a lost cause 😁)"
X Link 2025-12-06T11:34Z 2407 followers, 3395 engagements
"Strategy to JV with larger players is gaining popularity among explorers but it makes investing in them tricky. Latest ex: Purepoint Uranium $PTU.V IMHO the way to play their new discovery on risk adjusted basis is by owning IsoEnergy $ISO 🤏 If it's an average discovery $PTU has maybe a 2x left (50% share and need to dilute to keep drilling). Won't move the needle for $ISO but at least you don't lose money if $PTU returns with dusters 💰 In the statistically unlikely situation it's a blowout discovery $ISO has XX% anyway (or XXX% if they move fast and acquire $PTU before it fully rerates)"
X Link 2025-07-12T07:51Z 2405 followers, 1911 engagements
"Trilogy Metals $TMQ roadmap: ✅ House supports Ambler Road Senate concurs Trump's Make American Copper Great Again post on Truth Social after a photoshoot in the White House 🏁 South32 $S32.AX acquires Trilogy Metals to secure a dominant position in the newly unlocked district"
X Link 2025-09-26T06:50Z 2406 followers, 8312 engagements
"Well we skipped a step but I'm not gonna complain $TMQ: ✅ House supports Ambler Road Senate concurs ✅ Trump's Make American Copper Great Again post on Truth Social after a photoshoot in the White House 🏁 South32 $S32.AX acquires Trilogy Metals to secure a dominant position in the newly unlocked district"
X Link 2025-10-06T21:57Z 2405 followers, 10.5K engagements
"Exactly why I believe a takeover by $S32.AX is the final destination for $TMQ. although $S32.AX must be smart and decisive or they won't be able to acquire Trilogy for any sort of a reasonable price"
X Link 2025-10-09T22:11Z 2406 followers, 2012 engagements
"Throwback to 2022. Notice how forward looking $BMN management is. I have a hunch that the Bannerman Lofdal $NMI JOGMEC story has a few chapters yet to play out - both in the uranium and heavy rare earth context"
X Link 2025-12-03T23:03Z 2405 followers, 2778 engagements
"Did the Nigerien officials discover ex-Goviex's core shack and think it's uranium material belonging to Orano It's certainly a plausible explanation for the reported figure of 7-10 Sv/h given: - Contact dose rate estimates ranging from XX Sv/h (IAEA) to XXX Sv/h (NTEPA) per X% U3O8 - Madaouela's average grades of 0.1-0.15% U3O8 Low key funny if true. If they keep walking around the ex-Orano operated areas with a geiger counter I'm positive they can find more places with these dose rates. For reference 7-10 Sv/h roughly corresponds to dose rate you receive while sitting on a transatlantic"
X Link 2025-12-06T12:38Z 2405 followers, 4578 engagements
"In the ranking of all-time worst mining analogies this one that compares Anfield $AEC with Paladin $PDN scores very high indeed. On the other hand Corey Dias being painted as the John Borshoff of this uranium cycle is quite fitting to how shitty this cycle has been so far 🤣"
X Link 2025-06-06T17:13Z 2406 followers, 2499 engagements
"Management's job is to paint what's happening in the best possible light. Investor's job is to do proper due diligence and think indendently. $PDN raised money primarily to derisk their balance sheet and provide them a cushion in case the tightly contracted LH underperforms in the next 12+ months. The amount they raised can't do much to progress PLS because that project is currently blocked: - too small to warrant building a mill - $NXE won't need their ore for many many years (possibly decades) - local natives aren't exactly thrilled - shallow deposit under a lake sounds as tricky as it is."
X Link 2025-09-18T06:04Z 2406 followers, 5372 engagements
"I'm operating at the absolute limit of risk allowed in my portfolio and I may well burn myself on this but. I bought more Largo $LGO today. The stock is currently pricing in that they won't make it and this may well be the outcome. However: - US-Brazil trade deal of some sort is likely. Given how critical vanadium imports are for the US including for defense needs a tariff relief for $LGO is likely - Vanadium has been forgotten so far in the discussions about critical minerals in the US but again I struggle to believe that they will simply allow a major vanadium supplier go bust - Largo has a"
X Link 2025-10-27T16:39Z 2406 followers, 16K engagements
"Looking forward to the Emperor designating vanadium as a tropical fruit $LGO"
X Link 2025-11-14T22:38Z 2406 followers, 2060 engagements
"Brazil-US trade talks continue. After cutting tariffs on various agricultural products the US doesn't produce in sufficient quantities it's possible that other natural resources such as Vanadium will be next $LGO"
X Link 2025-11-29T08:43Z 2406 followers, 1484 engagements
"Key difference between $DNN and $NXE: with a high grade ISR such as Phoenix once you have all the licenses the construction complexity and risk is much lower than in case of a high grade underground mine in an area with poor infrastructure such as Arrow. This relationship is inverted once both mines are in operation. That's why I continue holding $DNN while sitting on the sidelines on $NXE. Other than the risk equation both companies remain takeover targets. $NXE is however on a different planet when it comes to resource expansion upside"
X Link 2025-12-06T14:33Z 2406 followers, 4306 engagements