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@NewUraniumHope "There are a number of good models of #uranium demand. What is the total addressable market in the US (US TAM) for the kinds of rare earths Energy Fuels $UUUU $EFR intends to process at its White Mesa Mill"
X Link @NewUraniumHope 2025-10-11T16:31Z XXX followers, XXX engagements

"@quakes99 Grant was fired up and made some great points. Its a little amusing and ironic that Cameco $CCJ $CCO was the object of withering criticism of its low-priced contracts just a few years ago. Still - what he said today was essentially a summary of the #uranium investment thesis"
X Link @NewUraniumHope 2025-10-09T23:48Z XXX followers, XXX engagements

"Heres a real contrarian take for the #uranium community: While the cool kids on X celebrate JBs slumber (Wake me up when #uranium is $xyz) Denison $DML $DNN Bannerman $BMN and yes even NexGen $NXE are moving ahead with projects that will be ready to supply the market when the market really needs it. Its the mid-2020s. Nap-time is over kids. Fortune favors the bold and awake"
X Link @NewUraniumHope 2025-10-09T02:37Z XXX followers, 3015 engagements

"@levandovsky @stevehou0 Ore with REEs (e.g. monazite) often contains radioactive material like #uranium and thorium. Processing it in the West requires specialized licenses and permits. Theoretically the govt could speed up the process but its not trivial. Right now $UUUU $EFR has the only US mill"
X Link @NewUraniumHope 2025-10-11T17:23Z XXX followers, XXX engagements

"Theres nothing quite like $WUC $WSTRF in the #uranium universe - its not all bad but its not all good. On the plus side it has fully licensed and permitted mines and cash flow from selling ore to $UUUU $EFR. On the downside besides its tiny size it cant capture the value of its ore without a mill and the market clearly doesnt credit the companys ambitions to build its own mill. All #uranium companies depend on high U prices but $WUC more than others needs sustained three-digit prices and probably a merger or acquisition to make its real assets worthwhile and transform the company from a"
X Link @NewUraniumHope 2025-10-07T17:27Z XXX followers, 1299 engagements

"Yeah its loss of value especially compared to other #uranium companies is remarkable. Four years ago there was hope that $WUC would be a true if small producer and valued as such. When $UUUU $EFR refused to enter into toll-milling agreements the financial penalty to $WUC for not having a mill became painfully clear"
X Link @NewUraniumHope 2025-10-07T17:43Z XXX followers, 1113 engagements

"#uranium Where my Hoover Dam through a straw folks at"
X Link @NewUraniumHope 2025-10-13T14:27Z XXX followers, 2209 engagements