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@Hitthebidsayuhh "25000 t of #uranium-bearing ore at 0.17%0.25% (historical range at the SMC) would yield approx XXXXX to 0.138Mlbs of UO. However in 2022 $WUC logged 2000 t of the stockpiled ore at an avg grade of X% and if this is closer to the reality we are talking about 0.5Mlbs"
X Link @Hitthebidsayuhh 2025-04-14T12:51Z 1041 followers, 2801 engagements

"@capnek123 The #uranium setup has been a textbook supply crunch waiting to happen for half a decade. Sentiment contracting passivity and past overhangs still dominate utility behavior. Utilities will panic when they have to panic. When will security of supply become a headline risk"
X Link @Hitthebidsayuhh 2025-10-22T06:21Z 1041 followers, XXX engagements

"@capnek123 The market still legitimately assumes either -idle capacity returns faster than reality allows -secondary supplies or inventories fill the gap -demand growth is overhyped Until one of those cracks the price wont reflect the deficit. Fuel buyers remain in hibernation"
X Link @Hitthebidsayuhh 2025-10-22T06:28Z 1041 followers, XX engagements