@variance_swap Avatar @variance_swap Monolith Investments

Monolith Investments posts on X about uranium, in the, $ccj, term 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 23.53% stocks 5.88% countries 5.88% cryptocurrencies 3.92% currencies 0.98%

Social topic influence uranium 62.75%, in the 10.78%, $ccj 7.84%, term 7.84%, bull 5.88%, this is 4.9%, wrong 3.92%, $uun 3.92%, $borr #17, gold 3.92%

Top accounts mentioned or mentioned by @toiletkingcap @valarian11 @gavmccracken @beentherecap @grok @alexsei88 @showercapam @hkuppy @sunvmikey @piterloskot82 @mountaingoat672 @claydmontgomery @capnek123 @uraniummarkets @jamesconnor1999 @bloorstreetcap @goldenrock235 @sprott @numerco @anonvalue

Top assets mentioned Cameco Corporation (CCJ) Borr Drilling Limited (BORR) Denison Mines Corp (DNN) Validity (VAL) NexGen Energy Ltd. (NXE) Transocean LTD. (RIG) Bitcoin (BTC)

Top Social Posts

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

"While I own a bit of $CCJ (through options) NXE and DNN. My biggest pos by far is in $U.UN / SPUT. When spot #uranium dropped to $80 I thought it was a no brainer risk / reward but I've been wrong and it's continued to languish. Not afraid to admit my mistake"
X Link 2024-12-05T18:56Z [----] followers, [----] engagements

"Nice deal for $BORR acquiring five prem jack ups at $70mm per rig (vs. their current fleet of [--] valued at $125mm per the current EV). $85mm equity raise at $4.04 / sh. Today's closing price $4.06 (). Troim will subscribe for $10mm. That's the proper way to rise equity"
X Link 2025-12-08T23:06Z [----] followers, [----] engagements

"Lot of good slides in the investor pres. Based on the restricted group alone (26 rigs vs. [--] total) $BORR trading at 3-4x EBITDA if dayrates have indeed bottom'ed. **Dayrate range based on Borr fixtures during recent periods of 90-95% utilization;"
X Link 2025-12-09T14:53Z [----] followers, [----] engagements

"$BORR ADES: "I dont think ppl really realize how much of a problem this will be. There are close to [---] jackups today and if [---] of them retire over the next 7- [--] yrs we are talking about [---] jackups left. And guess what Utilization of [---] jackups today is above 90%""
X Link 2026-01-23T15:55Z [----] followers, [----] engagements

"@Alexsei88 SPUT alone bought more than that in the spot market (9mm lbs). I think Cameco missed guidance by 2mm bls and several small producers also missed by several million pounds. KAP production growth not enough to offset misses + S/D gap"
X Link 2026-02-02T20:56Z [----] followers, [---] engagements

"#Gold was always just a dumb rock with zero intrinsic value. Once central bankers realize this they will dump it all to buy US treasuries the true safe haven asset"
X Link 2026-02-06T02:58Z [----] followers, [----] engagements

"@ShowerCapAM If you were to value them at 10x long-term earnings run-rate of US$50mm / yr a US$500mm mkt cap is fair. They're already above that"
X Link 2026-02-11T18:02Z [----] followers, [--] engagements

"@hkuppy Ya. But there is a clear floor to many commodities based on the marginal cost curve and rising demand (AI or no AI). so that's where the money's at"
X Link 2026-02-12T21:10Z [----] followers, [----] engagements

"@SunvMikey After writing all of that you say "i'm still holding". Sounds like you're emotionally invested in the stock vs. thinking rationally"
X Link 2026-02-12T22:33Z [----] followers, [---] engagements

"@BeenThereCap How's your ASPI thesis looking"
X Link 2026-02-12T23:00Z [----] followers, [---] engagements

"Why Im short oil . OPEC tapers 🐻 too much supply OPEC extends 🐻 too much spare capacity No China stimulus 🐻 hard landing China stimulus 🐻 too little too late No Fed cut 🐻 hard landing Fed [--] bps cut 🐻 they must be panicking/ behind the curve #oott"
X Link 2024-09-26T23:33Z [----] followers, [----] engagements

"$RIG is going bankrupt 🤡 -$136mm FCF -$300mm debt reduction -$9.3bn backlog $1.3 booked Q3 -97% of active fleet contracted in 2025"
X Link 2024-10-31T04:02Z [----] followers, [----] engagements

"@piterloskot82 Ya. that would be my wife looking at my portfolio full off shitco uranium and tin miners and offshore stonks"
X Link 2024-10-31T17:38Z [----] followers, [----] engagements

"Russian enrichment contracts require that you provide the UF6 AFTER the EUP is delivered. Replacing those contracts with non-Russian enrichment means utilities will need to deliver the #uranium + conversion UPFRONT tightening the spot markets for both"
X Link 2024-11-16T17:10Z [----] followers, 32.1K engagements

"Keep hearing that spot #uranium is irrelevant because it's illiquid and that we should focus on LT px. The people saying this conveniently ignore that more LT contracts are now market-based vs. fixed. It's actually the LT fixed px that's becoming less relevant. Everyone bags on the uranium spot market (for good reason) but it is in the general investor's best interest to pay attention to it as larger and larger percentages of contracts reference it relative to the recent past. Those contracts take on many flavors but are at delivery. https://t.co/rGR5vzRY2u Everyone bags on the uranium spot"
X Link 2024-11-26T22:47Z [----] followers, [----] engagements

"I'm very bullish #uranium LT but the mindless pumping is not helpful. "U equities are going up because they are front running a rise in spot" How do you know that What if they are just being driven by systematic flows/factor rotation etc. Ignore the BS narratives"
X Link 2024-11-29T17:11Z [----] followers, [----] engagements

"People who make 'life changing' gains: 1/ don't blame newsletter writers 2/ don't cry about being misled 3/ don't buy random shitcos doing zero research You can always sell and buy Bitcoin or whatever it is you think will make you rich. No one is forcing you to be in #uranium"
X Link 2024-12-05T03:37Z [----] followers, [----] engagements

"Market thinks this whole package is worth $4bn. The [--] drill ships alone are probably worth $8-10bn+. But what do I know We probably won't need offshore oil in a few years right $VAL"
X Link 2024-12-06T20:42Z [----] followers, 39.5K engagements

"Mike Alkin: 1/ Assume no demand from SMRs 2/ Assume Kazakhs go crazy (75-80mm lbs) Cameco produces all out 3/ Bring on Arrow and Denison on schedule and other smaller projects What do you get You've still got deficits. #uranium"
X Link 2024-12-09T16:38Z [----] followers, 31.7K engagements

"Reflecting back on this year the biggest learning for me is that when you think a thesis is super compelling and you start feeling comfortable - step back and humble yourself. Constantly thinking about what can go wrong will discipline your position sizing. #uranium"
X Link 2024-12-14T20:01Z [----] followers, [----] engagements

"The longer this insanity in #uranium spot px and equities continues the longer it'll take to get supply growth and the larger the eventual price spike. Uranium mining is hard in the best of times let alone when miners' cost of equity is rising and price discovery is broken"
X Link 2024-12-18T22:40Z [----] followers, 10.1K engagements

"Things I don't understand: there are countless smart PMs managing ungodly sums of money all looking for alpha; yet no one wants to bid $U.UN to a premium to squeeze #uranium. Russia is missing EUP deliveries and $CCJ will have to buy spot to replace Inkai lbs. Wake TF up 🤡"
X Link 2025-01-13T21:42Z [----] followers, [----] engagements

"BHP #uranium production -23% YoY (for 6mos ended December). On a full calendar year basis production is lower by 900K lbs. Is there anyone that can increase prodxn sustainably Bueller h/t @mountaingoat672"
X Link 2025-01-20T22:19Z [----] followers, 12.5K engagements

"I am a #uranium bull but I also think constantly about being wrong. In April '22 spot hit $65 and corrected for [---] yrs before recovering that level in Sept '23. It's been more than a yr now since the $106 peak in Jan '24. Spot needs to make a move soon"
X Link 2025-01-30T17:55Z [----] followers, [----] engagements

"Just had a baby so won't be posting much on X. From what I can gather #uranium buyers' strike continues due to uncertainty on: 1/ Rus/Ukr war 2/ Tariffs 3/ New nuc policy /IRA Am I frustrated Yes. But mkts move on their own timelines not ones that suit our temperament"
X Link 2025-02-14T18:31Z [----] followers, [----] engagements

"Current mood: there is no floor #uranium"
X Link 2025-02-21T18:47Z [----] followers, [----] engagements

"As @ClayDMontgomery has pointed out Rosatom needs a lot of U3O8 to replenish reserves given accelerated EUP deliveries to the West + fuel loads for new plants (Rosatom reactors are sold with lifetime fuel supply). The mine flood could have a significant impact. #uranium International Uranium Seminar - Kansas City Part [--] One of the better presentations at NEI's International Uranium Seminar was Anna Bryndza's (UxC) report on the state of the Russian nuclear fuel industry. This is my summary of her report. Rosatom is still running at full https://t.co/gwFgHZitwG International Uranium Seminar -"
X Link 2025-02-27T00:04Z [----] followers, [----] engagements

"Does $100 term #uranium seem outlandish That's only +25% from the current term px. We had a 40% move from mid-50s to mid-70s in 2023/24. When contracting activity picks up in earnest we'll blow through the 80s and 90s faster than most people expect"
X Link 2025-03-05T22:48Z [----] followers, [----] engagements

"If this chart is fairly accurate then the waiting game is close to being over. 40% of #uranium needs uncovered a few yrs out is risky in light of: 1/ widening deficits 2/ geopolitical uncertainty 3/ potential supply disruptions and new dmnd from aggressive non-utility actors"
X Link 2025-03-08T19:41Z [----] followers, 13.7K engagements

"Ramblings of a sleep-deprived madman: When the recession finally arrives later this yr and markets 📉 in earnest utilities will be back and spot #uranium will be on its way to $100. Long uranium short mkt. The alpha will be life changing"
X Link 2025-03-11T19:28Z [----] followers, [----] engagements

"Dear Utility Arrow is not coming to save you. You are in a prisoners dilemma: continue to collectively delay and risk shortages or rush to contract and get your face ripped off in a price spike. There is no way out. - Lunatic Madman #Uranium Investor"
X Link 2025-03-12T14:40Z [----] followers, [----] engagements

"Interesting tidbits from Dustin G. interview w/ @capnek123 1/ was buying when spot #uranium was $100+ 2/ is looking for lbs 3/ Carry trades are miniscule (100-200K lbs) - still no 'real' buying 4/ No one he knows expected spot this low (ie artificial suppression)"
X Link 2025-03-14T15:13Z [----] followers, 18.5K engagements

"Worried about timing of the #uranium thesis Think about the implications of the below as well as Per Jander's recent comment that he gives utilities another 6mos. It would be ironic and poetic if the big move up happens just as everyone capitulated and gave up. If we go to the origin of this #uranium contract we will see that currently the nuclear fuel cycle takes even longer. Brazil issued this RFP in May [----] and asked for immediate delivery. It had to extend the deadline by another month because no one responded not even Russia If we go to the origin of this #uranium contract we will see"
X Link 2025-03-17T14:48Z [----] followers, [----] engagements

"The disruption to early commencement of mining together with the short-term impact of the suspension of operations and the difficulties associated with processing saturated stockpiled ore has resulted in Paladin withdrawing production guidance for FY2025. #uranium"
X Link 2025-03-25T21:46Z [----] followers, 26.4K engagements

"#Uranium demand is episodic not continuous. The accumulating supply disappointments may not be felt acutely now but they will be felt when contracting starts. Spot in the $60s is frankly just silly"
X Link 2025-03-26T14:42Z [----] followers, [----] engagements

"Good interview: - Inventories drawing globally supply disappointing - #uranium loans need to be repaid soon - utes living on borrowed time - 2030s deficit is today's problem - $100+ term price needed to balance S/D - Investor interest is coming back https://www.youtube.com/watchv=2IovjzLz4EY&t=1568s https://www.youtube.com/watchv=2IovjzLz4EY&t=1568s"
X Link 2025-03-28T14:00Z [----] followers, [----] engagements

"#Uranium remains in a BEAUTIFUL bull market. Term price keeps going up in a straight line. Spot doing a beautiful retest of its break out level during a temporary lull in sentiment. Hard to find any commodity with such bullish price action and fundamentals"
X Link 2025-04-01T14:40Z [----] followers, [----] engagements

"Market has thrown the kitchen sink at #uranium : - AI capex FUD - Russia de-nuclearization FUD - Japanese inventory FUD - Tariff noise - ANU fund unwind - Small producers dumping lbs in spot Despite all this term px firm at $80 /lb. The spring keeps coiling tighter. The long-term U3O8 price remains at $80/lb. for March w/ only 4Mlbs. transacted in the term market for the month. The spot price is quietly firming up as well with small location spreads. $64.38-$65.75 mid-market depending on location. The long-term U3O8 price remains at $80/lb. for March w/ only 4Mlbs. transacted in the term"
X Link 2025-04-01T16:28Z [----] followers, 12K engagements

"Stocks down bonds down oil getting hammered. Guess what's not crashing The price of #uranium . Long #uranium short market. Price of #uranium unchanged. Reported by @UraniumMarkets 👇 https://t.co/ZlWIlpZ7KE Price of #uranium unchanged. Reported by @UraniumMarkets 👇 https://t.co/ZlWIlpZ7KE"
X Link 2025-04-08T21:35Z [----] followers, [----] engagements

"Markets crashing. Spot #uranium perking up after being explicitly designated as a critical mineral by the WH. This means more strategic stock piling more bifurcation overfeeding and longer fuel cycles. Contracting window is closing fast. Long #uranium short market"
X Link 2025-04-16T19:16Z [----] followers, [----] engagements

"Supply disappointments continue: - BHP Olympic Dam Q1 prodxn -18% YoY - Peninsula lowered production guidance Demand keeps growing. Supply keeps struggling. #uranium"
X Link 2025-04-17T15:21Z [----] followers, [----] engagements

"I have no clue if #uranium has bottom'ed. But i do know that the same folks who capitulated near the lows and keep posting angry / bitter tweets will be chasing at much higher prices when the turn comes"
X Link 2025-04-23T17:12Z [----] followers, [----] engagements

"2023 was just a teaser. The next #uranium contracting cycle will involve longer contracts strategic stockpiling increased awareness of supply risks when contracting with smaller producers and lbs coming from the East. The px discovery could shock even the bulls"
X Link 2025-04-26T15:46Z [----] followers, [----] engagements

"Another 5mm lbs of annual demand and 15mm lbs of initial fuel load. Thats basically the entire production of a developer like Dasa / Global Atomic (which is likely to face further delays). #Uranium supply simply cant keep up. ❗China approved NEW nuclear power projects at [--] sites On [--] April the State Council approved [--] reactors at following sites according to domestic news: -Haiyang phase [--] -Xiapu phase [--] -Sanmen phase [--] -Taishan phase [--] -Fangchenggang phase [--] https://t.co/6GEVOO4dzr ❗China approved NEW nuclear power projects at [--] sites On [--] April the State Council approved [--] reactors at"
X Link 2025-04-27T17:10Z [----] followers, [----] engagements

"BTW this is happening with almost no term market activity. The spot market action when contracting picks up will be a sight to behold. We're not there yet but it's coming. #uranium Hang onto your hats🎩🌀🤠 #Nuclear fuel brokers 'Evolution Markets' are reporting that buyers are now chasing sellers 😼🐭 who have jacked up their Spot #Uranium Ask to $71/lb $⚛⛏🧀 driving their Spot Price Indicator UP +$2.25 🎆😲 to an even $70 in after hours trading🌃🐂 https://t.co/VWiHj0XgHg Hang onto your hats🎩🌀🤠 #Nuclear fuel brokers 'Evolution Markets' are reporting that buyers are now chasing sellers"
X Link 2025-05-01T21:57Z [----] followers, [----] engagements

"So $VAL sells [--] yr old jack up (Valaris 247) for $108mm but $BORR with [--] jackups with average fleet age of [--] yrs is valued at $100mm per jackup ($2.4bn EV) How does this make sense Is Valaris [---] high spec"
X Link 2025-05-05T20:59Z [----] followers, [----] engagements

"Tidbits from B. Munro interview: - Utes he speaks to are not 'relaxed'; many worried about U3O8 coverage but been forced to focus downstream - Almost no mobile inventory available atm - If utes don't start covering this summer Oct / Nov / Dec could be explosive #uranium"
X Link 2025-05-06T02:30Z [----] followers, [----] engagements

"You guys said I'm a perma bull on #uranium and need to look at charts. So I bought a book on technical analysis. Voila I see a bull flag on SPUT with measured move to $50+. Now what"
X Link 2025-05-15T04:00Z [----] followers, [----] engagements

"Strangely quiet given the massive #uranium rally. The skeptics continue to think it's a dead cat bounce. The traders looking to 'buy the dip' locked out because of the speed of the move. The long-timers still sitting on losses and just jaded and tired. It's a bull quiet regime"
X Link 2025-05-23T17:38Z [----] followers, [----] engagements

"I was wrong. It's over #uranium $CCJ [----] -3.69% 📉 $DNN [---] -5.88% 📉 $NXE [----] -4.19% 📉 $SMR [-----] -7.79% 📉 $SRUUF [-----] +2.91% 📈 $UEC [----] -6.42% 📉 13:00 America/New_York #Uranium☢ $CCJ [----] -3.69% 📉 $DNN [---] -5.88% 📉 $NXE [----] -4.19% 📉 $SMR [-----] -7.79% 📉 $SRUUF [-----] +2.91% 📈 $UEC [----] -6.42% 📉 13:00 America/New_York #Uranium☢"
X Link 2025-05-29T19:43Z [----] followers, 11.6K engagements

"70% mkr reference and 30% base escalated at US$94.22/lb based on the TradeTech's market study and UxC's market outlook. Interesting. 👀 #uranium CGN just signed contracts at $100/lb now up 20% https://t.co/CxBeTs2NAG can someone please unpack this https://t.co/hqUkNajT8Y #uranium CGN just signed contracts at $100/lb now up 20% https://t.co/CxBeTs2NAG can someone please unpack this https://t.co/hqUkNajT8Y"
X Link 2025-06-04T04:39Z [----] followers, 26.6K engagements

"Everything positive you could ever have hoped for #uranium supply / demand is happening yet spot is $70 term is $80. The move in the physical will happen and it will be a sight to behold. HFs are momentum chasers and when the momentum flips we're going to see some 🚀"
X Link 2025-06-09T14:03Z [----] followers, [----] engagements

"Utilities have been FA. they're about to FO #uranium Just hit my inbox: SPROTT TRUST REPORTS $100M BOUGHT DEAL FINANCING *SPROTT PHYSICAL URANIUM TRUST PRICES 5.8M UNITS AT $17.25 EACH Just hit my inbox: SPROTT TRUST REPORTS $100M BOUGHT DEAL FINANCING *SPROTT PHYSICAL URANIUM TRUST PRICES 5.8M UNITS AT $17.25 EACH"
X Link 2025-06-16T04:17Z [----] followers, [----] engagements

"🥹 #uranium"
X Link 2025-06-16T13:24Z [----] followers, [----] engagements

"Spot price jumped $5 with not a single lb purchased yet by SPUT. $200mm+ dry powder. What if SPUT raises even more capital and utilities join the party P.s. the chart doesn't look bad either. 🤪 #uranium You guys said I'm a perma bull on #uranium and need to look at charts. So I bought a book on technical analysis. Voila I see a bull flag on SPUT with measured move to $50+. Now what https://t.co/73IjVdol6V You guys said I'm a perma bull on #uranium and need to look at charts. So I bought a book on technical analysis. Voila I see a bull flag on SPUT with measured move to $50+. Now what"
X Link 2025-06-18T18:16Z [----] followers, [----] engagements

"SPUT $200mm raise just closed. ATM is shut for [--] days. Why My theory is that it allows SPUT to trade a premium to NAV while spot price gaps up allowing them to do another private placement near NAV But I'm bullish biased so let me know if it's wishful thinking. #uranium"
X Link 2025-06-20T14:47Z [----] followers, [----] engagements

"$CCJ breaking out of Livermore Accumulation while the move higher in spot + term has barely started. Eerily quiet on Utwit as tourists capitulated and now locked out of the rally. When it gets loud again will be the time to sell. Markets gonna do what markets do. #uranium"
X Link 2025-06-24T15:51Z [----] followers, [----] engagements

"- $200mm deal came together in [--] hrs - Size larger than they expected - 100% institutional Translation: funds that have done their h.w. on #uranium want to move fast to front run the utilities. They can see what's coming. https://www.youtube.com/watchapp=desktop&v=43Ra8IWpREs&t=40s https://www.youtube.com/watchapp=desktop&v=43Ra8IWpREs&t=40s"
X Link 2025-06-27T02:50Z [----] followers, [----] engagements

"A BIG BEAUTIFUL bull market #uranium Thank you for your attention to this matter. Have a good weekend. "Ceiling is now is at $140". Just listened Per Jander talking in @JamesConnor1999 show. #uranium https://t.co/sn9inlGUhG "Ceiling is now is at $140". Just listened Per Jander talking in @JamesConnor1999 show. #uranium https://t.co/sn9inlGUhG"
X Link 2025-06-27T19:46Z [----] followers, [----] engagements

"Interesting points from Per Jander's interview with @BloorStreetCap: - Sizable utility RFPs on verge of launching - Korea: 6-8mm lbs - EU: 23mm lbs (uncovered from 2024) - $80 term px misleading; ceilings at $140 already - No conversion bottleneck - $100 spot by YE #uranium"
X Link 2025-06-30T21:52Z [----] followers, [----] engagements

"If producers can lock in 90-100 floors with upside to 150+ many will be cash flowing machines / multi baggers from here. Floors are already at 70-80 with minimal contracting. It's going to happen. #uranium You need at least $150 to bring on all this necessary uranium production. If you really want to balance this market I think you need $150 and it's probably going to overshoot @goldenrock235 I just had an incredible 2+ hour chat with Tim. Available soon via the link in my bio You need at least $150 to bring on all this necessary uranium production. If you really want to balance this market I"
X Link 2025-07-02T15:59Z [----] followers, [----] engagements

"$ASPI is back to where it was pre-Terrapower and Renergen deals which were both transformative for the company . It's also clear that the UK HALEU facility is moving forward. Maybe i'm missing something but i bought $10 calls🤷"
X Link 2025-07-03T14:45Z [----] followers, [----] engagements

"The cash is almost gone spot back to [--] and SPUT back to almost a 10% discount to NAV. #uranium #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -9.77% discount to NAV 100k lbs purchased No trusts issued = no $ raised $95.6m in cash https://t.co/IrREzzqQgQ #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -9.77% discount to NAV 100k lbs purchased No trusts issued = no $ raised $95.6m in cash https://t.co/IrREzzqQgQ"
X Link 2025-07-08T23:20Z [----] followers, 27.2K engagements

"John C. should be calling up folks right now to raise another PP for $U.UN. $200mm is peanuts in a world where the Mag [--] mkt caps move $100bn+ INTRADAY. This is a commodity responsible for 10% of global electricity and powering the AI revolution . Make #uranium great again"
X Link 2025-07-17T15:18Z [----] followers, [----] engagements

"Is there anyone that can produce #uranium on time and budget Bueller"
X Link 2025-07-28T00:43Z [----] followers, [----] engagements

"There are no guarantees in investing. But the fact that #uranium prices need to go higher is one of the surest bets Ive ever seen in markets. Volatility =/= risk. Haters gonna hate"
X Link 2025-07-30T12:16Z [----] followers, [----] engagements

"Grant Isaac: "The longer the contracting is delayed the more demand that's going to come into the market all at once" $CCJ #uranium"
X Link 2025-08-01T16:18Z [----] followers, 17.7K engagements

"I'm hearing that the fuel buyers have skipped vacation and are instead fighting with the WNA to avoid publishing a bullish deficit forecast. Meanwhile Korean RFP terms stink worse than Kimchi. Shit's about to get real. #uranium"
X Link 2025-08-11T20:54Z [----] followers, 14.2K engagements

"What happens when the SMR developers move from securing HALEU enrichment services to feedstock Enriched #uranium doesn't come out of thin air. If Utes are getting heart burn over $130 ceilings they're going to love bidding up to $200 when competing with Mag 7"
X Link 2025-08-12T15:07Z [----] followers, [----] engagements

"Of all the #uranium financings i've seen recently this is by far the most prudent. Selling stock at a 100% premium (effective conversion px with capped call) near your 52w high. 4.25% rate (10Y UST yields 4.2% just for reference). $DML $DNN https://denisonmines.com/news/denison-announces-pricing-of-upsized-us-300-millio-122831/ https://denisonmines.com/news/denison-announces-pricing-of-upsized-us-300-millio-122831/"
X Link 2025-08-13T15:01Z [----] followers, 14.7K engagements

"$DML $DNN P.S. a capped call is basically a call spread. $DNN bought back the +35% strike warrant it sold to convert investors and sold a +100% call option increasing the conversion px to effectively $4.32. Compare that to the shitcos that are doing 100% dilution at 52w lows"
X Link 2025-08-13T15:04Z [----] followers, [----] engagements

"$CCJ testing the Livermore breakout #uranium"
X Link 2025-08-20T15:00Z [----] followers, [----] engagements

"Don't wet your pants in panic if $KAP increases its production guidance for [----] vs. [----] tomorrow. They have a lot pressure on them to increase prodxn from 'higher powers'. Doesn't change the big picture for #uranium"
X Link 2025-08-21T20:07Z [----] followers, [----] engagements

"We're at $75 with contracting season yet to begin. Call me a pumper if you want but I think we blow through the $106 high from [----] with ease in the coming quarters. #uranium Up she goes🪁 Today #Nuclear fuel consultants UxC peg their August Month-end #Uranium Prices💲⚛⛏ and @Numerco are already reporting a +37c jump in their Monday opening Spot #U3O8 price to $74.50/lb. A month-end smash doesn't appear to be in the cards for August.💥🔨🚫🤠🐂 https://t.co/msR1uCeyf5 Up she goes🪁 Today #Nuclear fuel consultants UxC peg their August Month-end #Uranium Prices💲⚛⛏ and @Numerco are already"
X Link 2025-08-25T14:46Z [----] followers, [----] engagements

""Production from the McArthur River/Key Lake operation is now anticipated to be between 14-15 mm lbs down from 18mm lbs" No worries though. utilities are 'covered' and don't need to contract until [----] right #uranium $CCJ https://www.businesswire.com/news/home/20250828924710/en/Cameco-Provides-Production-Update-Strategically-Well-Positioned-for-Continued-Long-Term-Value-Creationutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"
X Link 2025-08-28T21:17Z [----] followers, [----] engagements

"A lot of investors are about to feel under exposed to #uranium "
X Link 2025-08-29T03:09Z [----] followers, [----] engagements

"Current mood: at $100 #uranium Im going to take profits Mood at $100 uranium: Im not going to sell anything because this is obviously going to $200"
X Link 2025-08-31T12:48Z [----] followers, 11.2K engagements

"This makes a lot of sense and something that hasnt been talked about much . If $CCJ is struggling to find labor what chance will $DNN and $NXE have A big cohort of skilled mine workers will likely be retired by 2030+ taking essential knowledge with them. #Uranium"
X Link 2025-09-01T00:14Z [----] followers, [----] engagements

"Good explanation. But I would like to hear this from the management's mouth. They need a shareholder call so that we are not left guessing / trying to connect the dots on our own. Going radio silent after doing a 30%+ dilution is not acceptable. $LODE. $LODE well that raise is a bit frustrating. However the amount of hand wringing from retail is misplaced in our opinion. Read what they are saying.they want to accelerate facility [---] and bring refining in house. Just refining the silver in house roughly doubles the $LODE well that raise is a bit frustrating. However the amount of hand wringing"
X Link 2026-01-29T14:51Z [----] followers, [----] engagements

"$LODE $30mm for second site + refining. Rest likely to SSOF. First site still on schedule. "All the questions surrounding SSOF will be answered completely and absolutely and very positively within the next month". MMMKay"
X Link 2026-02-03T17:08Z [----] followers, [----] engagements

"10/17 Many utilities are figuring out the waiver process and contracting discussions are the busiest theyve ever been according to traders. LT prices are trickling up despite the anemic volumes and flawed px reporting. There is tension in the system"
X Link 2024-07-05T18:10Z [----] followers, [----] engagements

"2/ With current px of $80/lb selling a put thats 0-12.5% OTM and buying a call option thats 62.5% OTM is a net option premium / value transfer to the uranium producers"
X Link 2024-09-14T15:14Z [----] followers, [----] engagements

"WTI hitting $80. Still waiting for: - USD wrecking ball - Flood of US shale production - OPEC+ price war #oott"
X Link 2025-01-15T19:23Z [----] followers, 11.9K engagements

"@AnonValue @Zerosumgame33 The math works at lower multiples too. I think it's better to value SPS and PB at cyclically adjusted EBITDA level of around $285mm vs. current cracks to be more conservative"
X Link 2025-09-09T16:16Z [----] followers, [--] engagements

"Annual US reactor consumption is 50mm lbs and growing. Just having a [--] year extra buffer is going to move #uranium prices significantly. Utilities facing a cliff of uncovered need 2029+ will now need to compete with the US govt. for lbs. Gluck. 🤡"
X Link 2025-09-15T19:07Z [----] followers, [----] engagements

"Hope you all survived the 'Great #Gold Crash' of October [----]. Generations will look back at this span of [--] hrs in terror"
X Link 2025-10-22T19:50Z [----] followers, [----] engagements

"@Valarian11 @grok what is $LGO"
X Link 2025-11-14T23:02Z [----] followers, [---] engagements

"@grok @Valarian11 Thats almost a 50% increase in Vanadium prices. It appears the better risk / reward is to short Largo rather than long based on the continued cash burn. Do you agree with that assessment"
X Link 2025-11-15T04:00Z [----] followers, [---] engagements

"@siyul $TIC Regulation-driven industrial inspection + asset integrity platform with recurring revenue. Recent acquisitions add scale synergies and cross-sell upside. Recent de-SPAC + no analyst coverage = misunderstood"
X Link 2025-12-06T03:39Z [----] followers, [---] engagements

"@100xCompounding Adding cash flowing assets at a deep discount to replacement value with inflecting earnings power is the best way to de leverage. RIG is too heavily contracted at low day rates to de leverage quickly"
X Link 2025-12-09T04:06Z [----] followers, [---] engagements

"@GavMcCracken @jambajuus Cant take on that much leverage have 11mo old daughter. But made 3x on APM thanks to you"
X Link 2025-12-31T03:24Z [----] followers, [---] engagements

"The situation with #uranium stocks is quite different from precious metals miners. Most U miners are front running / already pricing in triple digit uranium whereas many gold miners are quite cheap at $4K #gold and $50 #silver . The play book is different for each"
X Link 2026-01-15T02:29Z [----] followers, [----] engagements

"@toiletkingcap @OilandGibbs @EPA I read it a few times my only takeaway was to put a 100% of my portfolio into Delek call options. Hope it works out 😬"
X Link 2026-01-15T22:29Z [----] followers, [---] engagements

"@toiletkingcap But oh great toilet king does that offset the weakness in steel What does the S/D model show"
X Link 2026-01-23T14:28Z [----] followers, [---] engagements

"$cert.v Great mark the Portugal assets to zero if you want. Ill take my $75mm+ in cash flow from MDN at a mkt cap of $225mm"
X Link 2026-01-23T15:00Z [----] followers, [----] engagements

"@toiletkingcap tell that to @GavMcCracken"
X Link 2026-01-23T19:56Z [----] followers, [---] engagements

"@GavMcCracken @toiletkingcap HMMM interactive brokers needs to pick up their game"
X Link 2026-01-23T20:00Z [----] followers, [---] engagements

"There is a lot of froth in metals markets but I'm not seeing it in the small / mid cap miners. A lot of holders are using the recent move in metals to get exit liquidity for positions they hold from prior dilution/ private placements share-funded M&A or debt swaps etc"
X Link 2026-01-26T22:17Z [----] followers, [---] engagements

"$LODE Getting Global Atomic kinda vibes from this stock"
X Link 2026-01-28T22:05Z [----] followers, [----] engagements

"@Ole_S_Hansen @profitsplusid Retail buying calls / dealers short calls means the dealer hedge is to buy SLV not short"
X Link 2026-02-01T18:48Z [----] followers, [----] engagements

"This #uranium rally has legs The legs:"
X Link 2026-02-04T18:49Z [----] followers, [----] engagements

"I was kidding but thanks for falling for it. I put on a $GLD risk reversal (sell put to buy call spread) for June. 🤞 #Gold was always just a dumb rock with zero intrinsic value. Once central bankers realize this they will dump it all to buy US treasuries the true safe haven asset. #Gold was always just a dumb rock with zero intrinsic value. Once central bankers realize this they will dump it all to buy US treasuries the true safe haven asset"
X Link 2026-02-06T15:25Z [----] followers, [---] engagements

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