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@rekurencja "Pinyon Plain is the highest grade uranium mine in the US and one of the highest grade in the world ex Athabasca. Its problem is running out of confirmed resources. Athabasca style drill results like this can take care of it $UUUU"
X Link @rekurencja 2025-05-01T12:10Z 2274 followers, 4256 engagements

"Dear $TMQ management please don't fumble the opportunity you were given"
X Link @rekurencja 2025-10-12T13:33Z 2271 followers, 3626 engagements

"I've heard that the Peso Strategic Reserve is going to be used by $FILO and $NGEX to recover profits out Argentina 🤪"
X Link @rekurencja 2025-10-09T23:56Z 2271 followers, 1288 engagements

"PSA: I'm out of $TMQ for the foreseeable future. I stand by all my analysis and believe there are quite a few positive catalysts still to play out. The sky is the limit with animal spirits that arrived here today. I exited because the move today exceeded my wildest expectations and with it becoming an 11-bagger in less than a year my risk management framework forces me to take profits. I will be watching from the sidelines and wish $TMQ shareholders lots of gains ahead"
X Link @rekurencja 2025-10-07T15:55Z 2274 followers, 4370 engagements

"Political risk alert ⚠: Please welcome the new totally democratically elected President of Madagascar. I hope Mark Chalmers is on the phone already $UUUU"
X Link @rekurencja 2025-10-15T17:23Z 2271 followers, 5384 engagements

"Everyone is chasing Trump critical mineral plays and sleeping on the EU+Japan axis. As an example I consider $NMI.V Namibia Critical Metals as a dark albeit lazy horse to supply dysprosium and terbium to the West. Its a rare case of a tiny junior who is literally impossible to run out of cash and doesnt need to raise more capital to go into production - with the Japanese Bannerman and arguably also the EU having all the incentive to keep funding their development. $NMI.V is an asymmetric opportunity in the heavy rare earth space: - safe geopolitically non-aligned mining friendly jurisdiction"
X Link @rekurencja 2025-10-09T17:23Z 2271 followers, 2783 engagements

"Be careful with producers announcing the first drum of yellowcake. It's a nice headline but pretty meaningless as far as assessing the likelihood of operational and commercial success is concerned. $PEN must now show they can ramp up to the expected production profile and make money from it"
X Link @rekurencja 2025-09-16T06:24Z 2271 followers, 3253 engagements

"Swedish uranium mud fights of AD 2025 are here and I'm lovin it $AEE $DMX"
X Link @rekurencja 2025-08-31T22:08Z 2272 followers, 3114 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 @rekurencja 2025-07-12T07:51Z 2272 followers, 1862 engagements

"Kudos to $WUC CEO for being quite transparent in the latest interview with @capnek123. Now we can better estimate the economics of their ore purchase agreement with $UUUU 🚛Est. transport cost (using $/t/mile disclosed by $ISO mgmt last year): 22500t * 81.8miles * 40c/t/mile = $736k 💰Est. total revenue (see post below): $5M . but wait a minute with X truck 40-50t/day 4-5 days/wk it's going to take them over X years() to fully execute the 22500t agreement so. Est. yearly revenue: $2.5M This leaves them $1.764M per year (before tax) to cover: - mining costs - capex in existing and new projects"
X Link @rekurencja 2025-08-23T09:54Z 2271 followers, 7643 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 @rekurencja 2025-10-06T21:57Z 2271 followers, 10.3K engagements

"Looking at the terms of the new financing $GLO is slowly climbing the Stairway to Heaven - in the wrong direction unfortunately"
X Link @rekurencja 2025-10-15T21:01Z 2271 followers, 5640 engagements

"Orano celebrating XX years with X pounds produced without a lost time injury at Trekkopje in Namibia"
X Link @rekurencja 2025-10-04T06:35Z 2268 followers, 3342 engagements

"Not gonna lie the dewatering race between Cornish Metals $CUSN and Ivanhoe Mines $IVN is exciting to watch. Who will be the winner Tin Barons of Cornwall or Copper King @robert_ivanhoe 😜 #pumpit #titansofdewatering"
X Link @rekurencja 2025-09-02T16:34Z 2270 followers, XXX engagements

"Top X holdings in the new $METL ETF: X. A leading uranium producer $CCJ X. A leading copper producer $IVN X. $UEC @AmirAdnani is definitely a very shrewd operator punching way above his weight (as measured by volume produced 😇). The latest expansion into the conversion space is a great example of out of the box thinking"
X Link @rekurencja 2025-09-10T17:15Z 2270 followers, 1706 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 @rekurencja 2025-09-26T06:50Z 2271 followers, 8059 engagements

"A poll for past current and potential shareholders of @GlobalXETFs @Solactive $URA ETF. Which configuration makes $URA ETF the most attractive to you:"
X Link @rekurencja 2025-09-25T18:41Z 2274 followers, 7980 engagements

"The curious case of $TMQ #coppersqueze: - Free float: 100M shares - Total # of shares traded on X highest volume days since the election: 98.45M Is $S32.AX @South_32 positioning to consolidate ownership of the Ambler District by taking over $TMQ Is it somebody else In any case watch that space"
X Link @rekurencja 2025-03-24T19:08Z 2268 followers, 3653 engagements