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@FreiburgCoffeeC "1/ ๐ŸŸก CAMECO DEEP DIVE $CCJ $CCO.TO is more than just a uranium miner its a vertically integrated nuclear fuel supplier with tier-1 assets conversion capacity enrichment optionality and a stake in Westinghouse. #Uranium #NuclearEnergy #Investing"
X Link @FreiburgCoffeeC 2025-08-14T06:06Z 1005 followers, 6456 engagements

"4/23 The lucky four: X @Camecos $CCJ "Yeelirrie" X @Camecos "Kintyre" X @DeepYellowLtd $DYL.AX "Mulga Rock" X @ToroEnergyASX $TOE.AX "Wiluna" Everyone else Stuck on the sidelines for X years. โ›” #uranium #ASX"
X Link @FreiburgCoffeeC 2025-10-06T09:19Z 1005 followers, XXX engagements

"12/23 ๐Ÿงพ How KAP gets paid: mix of spot + short/mid/long term. Often buys JV pounds at a discount to spot then on-sellstracking market while smoothing cash flow. ๐Ÿ”๐Ÿ“ˆ #commodities #uranium $KAP @NAC_Kazatomprom"
X Link @FreiburgCoffeeC 2025-10-14T10:15Z 1006 followers, XXX engagements

"1/ ๐ŸŸก CAMECO PRODUCTION PIPELINE Cameco runs one of the most strategic uranium portfolios in the West producing mines restart-ready assets shelved mega-projects & JV exploration bets. $CCJ $CCO.TO #Uranium #NuclearEnergy #Investing #MiningStocks #EnergySecurity"
X Link @FreiburgCoffeeC 2025-08-16T13:26Z 1005 followers, 11.3K engagements

"7/23 Why it matters โ› Iso already has near-term U.S. restart potential: Tony M fully permitted past producer โœ… Daneros fully permitted past producer โœ… Rim fully permitted past producer โœ… Plus toll-milling access at White Mesa Mill via @Energy_Fuels ๐Ÿญ"
X Link @FreiburgCoffeeC 2025-10-13T03:57Z 1004 followers, XXX engagements

"11/23 Politics matters in WA ๐Ÿ› The states uranium stance has whiplashed for years banned unbanned then largely stalled ๐Ÿ‰ But energy reality is shifting fast โšก"
X Link @FreiburgCoffeeC 2025-10-13T03:57Z 1005 followers, XXX engagements

"13/23 ๐Ÿค Ownership matters: wholly owned streams = fatter margins; JVs add scale/flexibility. Inkai is a JV with Camecoa keystone partnership. ๐Ÿงฉ๐Ÿ— #uranium #nuclear $KAP @NAC_Kazatomprom $CCJ @Cameco"
X Link @FreiburgCoffeeC 2025-10-14T10:15Z 1005 followers, XXX engagements

"1/4 โšก๐Ÿšจ The Wests nuclear moat has a gatekeeper: Cameco. Inside its snowy fortress are assets most investors havent mapped. Which mine sets the markets clockand which one can change it overnight $CCJ @Cameco ๐Ÿ”ฅ๐Ÿ’ฅ #uranium #nuclear"
X Link @FreiburgCoffeeC 2025-10-12T18:50Z 1005 followers, 1219 engagements

"1/3 โšก๐Ÿšจ Coup in Madagascar. Blackouts. APCs in Antananarivo. One signature could freeze Energy Fuels rare-earths plan $UUUU @Energy_Fuels. What happens next ๐Ÿ”ฅ #rareearths #uranium"
X Link @FreiburgCoffeeC 2025-10-15T18:01Z 1005 followers, 3755 engagements

"I think thats only partly right. Wiluna is one of WAs grandfathered uranium projects so it can proceed under its existing state and federal approvals its not covered by the current uranium mining ban. Its true the original substantial commencement period has passed but those approvals can be extended under WA law and havent been voided. So IsoEnergy isnt buying something dead theyre buying a project with a legal pathway betting that policy and timing will eventually line up"
X Link @FreiburgCoffeeC 2025-10-13T08:51Z 1005 followers, XX engagements

"@lukester588 Not really they outsourced it because mining and refining rare earths is extremely dirty and toxic and "not in my backyard" thinking is strong in the West. China not exporting might actually be a good thing for world peace since the US won't be able to build all these weapons"
X Link @FreiburgCoffeeC 2025-10-13T17:43Z 1005 followers, XX engagements

"Ufffff will Uncle Sam actually buy a stack of Energy Fuels"
X Link @FreiburgCoffeeC 2025-10-13T17:13Z 1005 followers, 1228 engagements

"12/23 Important twist โš– Wiluna is one of four "grandfathered" uranium projects allowed to proceed under current WA policy โœ… The others: Yeelirrie & Kintyre (@Cameco) and Mulga Rock (@DeepYellowLtd) ๐Ÿ“œ"
X Link @FreiburgCoffeeC 2025-10-13T03:57Z 1005 followers, XXX engagements

"1/4 โšก๐Ÿšจ Cameco quietly built a moat around Western nuclear power. From ore to fuel to the reactor gate. How tight is Camecos gripand whos locked out ๐Ÿ’ฅ $CCJ @Cameco"
X Link @FreiburgCoffeeC 2025-10-10T12:11Z 1005 followers, 1974 engagements

"15/23 Bigger trend ๐Ÿ“ˆ๐ŸŒŠ Uranium is consolidating. Smaller single-jurisdiction players struggle to win utility contracts. Scale = leverage ๐Ÿค"
X Link @FreiburgCoffeeC 2025-10-13T03:57Z 1001 followers, XXX engagements

"1/23 โšก๐Ÿšจ New uranium source switching on in "Uzbekistan"not Kazakhstan. Why are @Oranogroup Navoiyuran and @ITOCHUIntl hitting build now ๐ŸŒโ›โ˜ข #uranium #nuclear #Uzbekistan @president_uz @MinenergyUz @MIIT_Uz @FM_Saidov"
X Link @FreiburgCoffeeC 2025-10-08T12:57Z 1005 followers, 4087 engagements

"1/23 ๐Ÿšจ๐Ÿ’ฅ A Canadian uranium player just made a bold move Down Under. IsoEnergy (@IsoEnergyLtd) is acquiring Australias Toro Energy (@ToroEnergyASX) a deal that could redraw the uranium map ๐ŸŒ๐Ÿงญ Heres why the timing couldnt be juicier ๐Ÿ”ฅ"
X Link @FreiburgCoffeeC 2025-10-13T03:57Z 1006 followers, 4623 engagements

"16/23 Recent signals to watch ๐Ÿ‘€ NexGen raising big ๐Ÿ’ต Uranium Energy tapping markets ๐Ÿ’ธ Cameco expanding conversion/fabrication & supply deals ๐Ÿญ Everyone is racing for "scale" ๐Ÿ"
X Link @FreiburgCoffeeC 2025-10-13T03:57Z 1002 followers, XXX engagements