@AlexMiningGuy Avatar @AlexMiningGuy Alex MG

Alex MG posts on X about $kap, $azzto, $azzuf, $azz 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 22.81% cryptocurrencies 11.4% countries 7.89% stocks 4.39% currencies 2.63% exchanges 0.88% travel destinations 0.88% automotive brands 0.88% technology brands 0.88%

Social topic influence $kap 11.4%, $azzto 10.53%, $azzuf 10.53%, $azz 8.77%, $ccj 8.77%, $mta 7.89%, cash flow 5.26%, in the 2.63%, $045share 2.63%, $bmn #2

Top accounts mentioned or mentioned by @azargauranium @patrickadownes @udiamondballs @wolanskyja91908 @nackazatomprom @rekurencja @richard46449441 @frcorp @hkuppy @avidcommentator @samsonli7 @yellowlablife @carlo_cocca @agnicoeagle @davidinglestv @hchris999 @hcrubin2009 @nemozip00 @spachusaus @pifinancialcorp

Top assets mentioned AZZ Inc. (AZZ) Cameco Corporation (CCJ) mStable (MTA) NuScale Power Corporation (SMR) RAMP (RAMP) Brett (BRETT) Uranium Energy Corp. (UEC) Agnico Eagle Mines Ltd. (AEM) Charles River Laboratories Intl. Inc (CRL) Dent (DENT) Lithium (LITH) Portugal National Team Fan Token (POR) Lithium Finance (LITH) Gorbagana (GOR) Bitcoin (BTC) Fartcoin (FARTCOIN) Minswap (MIN)

Top Social Posts

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

"$URNM rebalance. other than the minor 'noise' adjustments they're taking 10% of the fund from $KAP (the largest most profitable #uranium producer on the planet) and reallocating that to $UEC which produces almost nothing 🤷🏻♂"
X Link 2025-12-23T02:08Z [----] followers, [----] engagements

"Only 5c increase in the divvy from US$0.40 to US$0.45/share. cmon @agnicoeagle ur killing us here man $AEM"
X Link 2026-02-12T22:16Z [----] followers, [----] engagements

"Median house in [----] 3.0x median income. That was 100sqm for [---] person median household (29sqm/person). Today median house 8.0x income. BUT Median house is 220sqm for [---] person median household (88sqm/person). Not more expensive We're choosing to buy a lot more house 2/2"
X Link 2026-02-15T00:47Z [----] followers, [---] engagements

"$BMN - The deal reduces the option value of the company Given the grades we know it realistically won't make cash flow at $80-90/lb (look at $PDN). So market cap is mainly option value for upside to #uranium prices CNNC deal cuts that option exposure by nearly half"
X Link 2026-02-12T23:30Z [----] followers, [----] engagements

"@rekurencja Yeah. righto. I think the market agrees with me though because if the deal was all positive and there was no trade off $BMN would have outperformed the sector today. it didn't. oh and they're not getting fixed price off take either its linked to spot / term indices"
X Link 2026-02-13T05:45Z [----] followers, [---] engagements

"There is no housing "crisis" in Australia. Fact is its become a wealthy country and we want more. Aussie median home size largest in developed world by far largest per capita ownership of residential swimming pools. our ordinary house has become a luxury palace. 1/2"
X Link 2026-02-15T00:47Z [----] followers, [---] engagements

"@Richard46449441 No because I live overseas. I live in the real world where words like "rumpus room" "covered patio" "parents retreat" "backyard swimming pool" and "media room" don't exist"
X Link 2026-02-15T00:59Z [----] followers, [--] engagements

"@DavidInglesTV A good "be greedy when others are fearful" opportunity. Indo stocks already super cheap. would much rather own BMRI.JK vs http://CBA.AX http://CBA.AX"
X Link 2026-01-28T04:33Z [----] followers, [----] engagements

"@hchris999 @hcrubin2009 Trump saved Energy Fuels and we were overweight that at the right time"
X Link 2026-02-12T23:47Z [----] followers, [---] engagements

"@UDiamondBalls Yeah another one of the reasons PDN realized price is low is that they sell to CNNC on 'market related terms' which is actually a discount to spot"
X Link 2026-02-13T00:11Z [----] followers, [---] engagements

"@UDiamondBalls Yep. I'm not bagging $BMN and CNNC are great partners. I'm just trying to explain why the deal is not likely to pop the stock massively in the short term"
X Link 2026-02-13T00:17Z [----] followers, [---] engagements

"@UDiamondBalls Yes good deal for them that was my point. On the other hand BMN now de-risked vs. something like DYL"
X Link 2026-02-13T00:23Z [----] followers, [---] engagements

"@WolanskyJa91908 @UDiamondBalls Not at the moment. I would also say the BMN deal puts more of a question mark over the value of Tumas given DYL A$2.4Bn cap and no JB"
X Link 2026-02-13T00:53Z [----] followers, [--] engagements

"@nemozip00 @SpachusAus 8% unemployment rate there. 25% for under 25yos. but sure awesome"
X Link 2026-02-15T06:38Z [----] followers, [--] engagements

"Congratulations to Metalla Royalty & Streaming - Closed a C$12M loan facility with Beedie Capital to finance continued rapid growth $MTA $MTA.V $MTAFF #gold #silver"
X Link 2019-04-01T12:57Z [----] followers, [--] engagements

"Great to see Haywood Capital Markets initiate full research on @AzargaUranium with a BUY recommendation and price target of C$0.50/share today $AZZ $AZZ.TO $AZZUF #uranium"
X Link 2019-06-24T13:25Z [----] followers, [--] engagements

".@PIFinancialCorp initiating coverage on Metalla Royalty & Streaming today - I'm a very proud director $MTA $MTA.V $MTAFF $X8CP.F #gold #silver https://www.pifinancialcorp.com/ui/messagekey=MKgyrK5PBaAQKgrV13k3NdOnN5eA1R4C4ultjTM9 https://www.pifinancialcorp.com/ui/messagekey=MKgyrK5PBaAQKgrV13k3NdOnN5eA1R4C4ultjTM9"
X Link 2019-07-30T13:34Z [----] followers, [--] engagements

"Eight Capital just upgraded their price target for @AzargaUranium by 50% to C$0.45/share #uranium $AZZ $AZZ.TO $AZZUF"
X Link 2019-12-07T04:27Z [----] followers, [--] engagements

"Congratulations to @metallaroyalty for being cleared to list on the NYSE Will start trading [--] January Big milestone @NYSE #gold #silver $MTA $MTA.V $MTAFD $X9C.DE"
X Link 2020-01-04T00:36Z [----] followers, [--] engagements

"Interesting #copper acquisition by @CometResources - Solid postcode (see full ASX release for details) $CRL $CRL.AX"
X Link 2020-01-22T23:46Z [----] followers, [--] engagements

"Haywood's latest #uranium research - Top picks are NexGen ($NXE.TO) and Azarga Uranium (@AzargaUranium) ($AZZ.TO $AZZUF)"
X Link 2020-01-30T03:38Z [----] followers, [--] engagements

"This is interesting. the EPA only ask for bonds to be lodged at the very last stage of the process. This should portend final EPA licenses are in the offing soon $AZZ.TO $AZZUF @AzargaUranium #uranium Getting closer. $AZZ.TO Azarga Takes Significant Step Towards Final EPA Permits for Dewey Burdock Project by Arranging Funding for Financial Assurance Bonds https://t.co/8mbVeUFFSp Getting closer. $AZZ.TO Azarga Takes Significant Step Towards Final EPA Permits for Dewey Burdock Project by Arranging Funding for Financial Assurance Bonds https://t.co/8mbVeUFFSp"
X Link 2020-08-11T13:28Z [----] followers, [--] engagements

"New Fundamental Research piece on Azarga Uranium - Fair value estimate of C$0.79/share #uranium @AzargaUranium $AZZ $AZZ.TO $AZZUF"
X Link 2020-08-14T13:36Z [----] followers, [--] engagements

"Big news for @AzargaUranium - EPA permit issued #uranium $azz $azz.to $azzuf"
X Link 2020-11-25T15:46Z [----] followers, [--] engagements

"Another brokers commentary on @AzargaUranium big milestone today #uranium $AZZ $AZZ.TO $AZZUF @quakes99"
X Link 2020-11-26T02:27Z [----] followers, [--] engagements

"From Fundamental Research's Ideas of the Week book. #uranium @AzargaUranium $AZZ $AZZ.TO $AZZUF @FRCorp"
X Link 2020-12-01T12:34Z [----] followers, [--] engagements

"Eight Capital just provided a research update on @AzargaUranium - Positive on the new Gas Hills resource upgrade. Re-iterated a Buy with 12-month target of C$0.45/share #uranium $AZZ $AZZ.TO $AZZUF"
X Link 2021-04-07T10:51Z [----] followers, [--] engagements

"New Eight Capital research on @AzargaUranium - Price target to C$0.50/share #uranium $AZZ $AZZ.TO $AZZUF"
X Link 2021-07-01T02:51Z [----] followers, [--] engagements

"@BULLReturns $AZZ.TO ( $AZZ $AZZUF ) qualifies based on my numbers. could be interesting to see URA buy 10M of those given its quite tightly held"
X Link 2021-07-12T11:42Z [----] followers, [--] engagements

"I see @FRCorp has updated their research on @AzargaUranium - C$1.11 fair value target. I think you can ping their website or DM them for the full report #uranium $AZZ $AZZ.TO $AZZUF"
X Link 2021-08-26T07:56Z [----] followers, [--] engagements

"@hkuppy Can you send these guys in to collect my $PLZL dividend"
X Link 2023-06-26T01:08Z [----] followers, [---] engagements

"I think we're gonna hear a lot this coming week about small-modular reactors (SMRs) - market size growth underlying uranium demand etc. should be exciting #nuclear #uranium #WNAsymposium $SMR"
X Link 2023-09-03T00:34Z [----] followers, [----] engagements

"KazAtomprom $KAP has just announced its [----] production target which is to resume 100% of licensed production level (30.5-31.5kt) ie 48% growth vs. 2022-2023 levels Awesome growth that still won't put much of a dent in the growing #uranium deficit 👇🏼👇🏼👇🏼"
X Link 2023-09-29T08:39Z [----] followers, [--] engagements

"This SMR sector could get a head of steam much faster than people think Well done @NuScale_Power #nuclear #uranium $SMR"
X Link 2023-10-06T23:08Z [----] followers, [----] engagements

"@patrickadownes You need to have a decent allocation to $KAP in any #Uranium portfolio to hedge the "sleeping giant fully awakes" risk"
X Link 2023-10-17T06:32Z [----] followers, [---] engagements

"Galena ($G1A.AX) QAR out. getting there 👇🏼👇🏼👇🏼"
X Link 2023-10-30T00:01Z [----] followers, [---] engagements

"This takes me up to $980k after tax $ spent buying @GalenaMiningASX on-market and in the placements this year and last year. people forget it's still in ramp-up and cash flow leverage comes as the volumes continue to progress $G1A $G1A.AX #lead #silver #copper #gold 👇🏼👇🏼👇🏼"
X Link 2023-11-01T23:17Z [----] followers, [----] engagements

"The obvious trade here is @NAC_Kazatomprom - They've lagged peers last 3-4 weeks but are the most exposed to near-term #uranium spot price gain $KAP"
X Link 2023-11-16T23:12Z [----] followers, [----] engagements

"@AvidCommentator Shocking how much household wealth is tied to real estate in Oz. Not much diversification compared to households in other jurisdictions"
X Link 2023-11-26T00:29Z [----] followers, [---] engagements

"@SamsonLi7 I agree Samson - A true consolidation of the eastern margin district would put $FIND together with $92E"
X Link 2023-12-07T23:30Z [----] followers, [---] engagements

"Holy. I dropped the phone #uranium 🚀 🚀 🚀"
X Link 2023-12-12T22:08Z [----] followers, [----] engagements

"#uranium spot 5% MTD sector news flow 💪 broader markets 🚀 but uranium equities - What's happening - Are all the uranium bros selling to buy Lambos repossessed from lithium and crypto bros - Selling to buy gold stocks"
X Link 2023-12-13T22:33Z [----] followers, [----] engagements

"Nice deal - Life in the #lithium space yet $POR $POR.V 📢 Portofino and Lithium Chile Partner on Winning Bid for [----] Hectare Arizaro Lithium Project in Salta Argentina 📰 Full News Release: https://t.co/yiTdUBACwT $POR $POR.V $PFFOF $LITH #lithium https://t.co/3uasNmYTsB 📢 Portofino and Lithium Chile Partner on Winning Bid for [----] Hectare Arizaro Lithium Project in Salta Argentina 📰 Full News Release: https://t.co/yiTdUBACwT $POR $POR.V $PFFOF $LITH #lithium https://t.co/3uasNmYTsB"
X Link 2024-01-08T13:47Z [----] followers, [----] engagements

"Canaccord Genuity just initiated coverage of $KAP with a 'buy' US$57/share target - key points: better leverage to U; geopolitical risks overdone; and strong growth even if held back somewhat by acid issues 2024-25 This chart says it all re: #uranium leverage vs $CCJ 👇🏼👇🏼👇🏼"
X Link 2024-01-16T07:22Z [----] followers, [----] engagements

"1H23 C1 cost including shipping transportation and storage was US$12.18/lb and current forecast for [----] full-year is US$13-14.50/lb. The notion that $KAP transport costs are $5 going to $20 is complete rubbish Don't believe every throw away comment you hear #uranium 2/2"
X Link 2024-01-23T00:14Z [----] followers, [---] engagements

"@pwatts93 Dustin should know better if he remembers what our transport costs were at Paladin. check $KAPs published numbers. They provide a lot of detail. My numbers are from what's actual and reported. not from "a guy told me""
X Link 2024-01-23T00:44Z [----] followers, [---] engagements

"#uranium - With $KAP results we can put to bed FUD that they need to buy lbs - Attrib. prod to sales mismatch for [----] is 2mlbs which is manageable within KAP's large inventory position. Although '24 sales planned lower than '23 which def means tighter availability for utils"
X Link 2024-02-01T08:30Z [----] followers, [----] engagements

"@TheNextBigRush I had the same thought. it's almost as if they've set it exactly at the min level where they don't need to buy spot lbs to meet contract commitments but where they've reduced market liquidity to customers to a minimum 🤔"
X Link 2024-02-01T21:55Z [----] followers, [---] engagements

"The only real issue with $CCJ results is the disappointing amount of real leverage they have to #uranium price - They're at 44x '23 cash flows and probably at 30x '24 (if you assume US$100/lb spot for the year) - There's much cheaper alternatives in the space"
X Link 2024-02-08T12:41Z [----] followers, 12.4K engagements

"OK if you're playing #uranium cycle to peak 5-7yrs from now as their ASP improves and they ramp up MR to 25mlb + extend CL but if you think we get a near-term price spike and you're playing for 1-2 years out $CCJ doesn't benefit much from that"
X Link 2024-02-08T12:45Z [----] followers, [----] engagements

"@great_martis Exports of this overcapacity / disinflation increases Chinese automakers' market shares rapidly overseas but it will be blocked by trade barriers at a point. the what 🤷🏻♂"
X Link 2024-02-18T01:26Z [----] followers, [---] engagements

"@patrickadownes Good for a player like $KAP. at these levels they just sit there raking in $7-9/share in free cash flow per share each year"
X Link 2024-02-28T23:36Z [----] followers, [---] engagements

"#uranium - Really looks like someone got bodybaged out of the trade (some mix of physical and certain stocks). some good buying out there"
X Link 2024-03-14T08:18Z [----] followers, [----] engagements

"$KAP declaring another divvy US$2.71/share (+54% vs. last year). Means they're trading 7.0% yield for the divvy payable in July. Consensus for another large lift in dividend for next year also #uranium"
X Link 2024-04-19T08:32Z [----] followers, 16K engagements

"$UUUU - You have a stock in the sin bin for materially underperforming peers last 6-12 months. what do you do - Buy something in Madagascar which has a terrible mining code and significant local opposition to new mining projects EF for the win"
X Link 2024-04-22T22:15Z [----] followers, 11.8K engagements

"@AvidCommentator Mel-Syd-Bris have transitioned to large higher density cities. Biggest issue in property market is buyers expectations haven't transitioned in line with that As Aussie cities become more like Lon NY Shanghai Aussies need to accept apartment / townhouse life simple as that"
X Link 2024-04-24T23:45Z [----] followers, [---] engagements

"$CCJ - Once again "it's complicated". #uranium"
X Link 2024-04-30T11:07Z [----] followers, [----] engagements

"@derekrogden They're reporting in-line for production so no implication for spot market. issue is they just continue to have very limited leverage to rising U prices compared to some others"
X Link 2024-04-30T11:23Z [----] followers, [---] engagements

"@SamsonLi7 It's because so much of the trading in the sector comes through the ETFs and $CCJ is by far the biggest weight in those"
X Link 2024-04-30T22:12Z [----] followers, [---] engagements

"@Nihaositgoing Yeah but changing family sizes / living arrangements means dwelling demand still rising. relatively low interest rates etc. etc. I got my head around it in [----] and haven't been disappointed"
X Link 2024-05-02T03:20Z [----] followers, [----] engagements

"@RBASHAGGER Yeah the massive inheritance tax in France probably confirms the attractiveness of the Mt Druitt place. plus the Mt Druitt place is closer to the shops"
X Link 2024-06-20T03:10Z [----] followers, [----] engagements

"FY25 production cost 26-39% higher than projected ramp up phase cost in Nov [----] restart study update yet no comments on read through for updated LOM costs 🤷 - Good news for broader #uranium though - Shows prices have to rise even further to cover rising production cost $PDN We are pleased to provide the FY2025 guidance for the Langer Heinrich Mine (LHM) today. The key guidance metrics for FY2025 at the LHM can be found on https://t.co/38Aox32NwS https://t.co/iQqZs6nc63 We are pleased to provide the FY2025 guidance for the Langer Heinrich Mine (LHM) today. The key guidance metrics for FY2025"
X Link 2024-06-27T01:40Z [----] followers, [----] engagements

"$KAP - Market entirely fixated on the impact of the 3-4% increase in MET whilst ignoring the impact on costs of the 10% depreciation of the KZT last month 🤷🏻♂"
X Link 2024-07-10T10:34Z [----] followers, [----] engagements

"@captainpooby Yeah that's my point so declining KZT means lower USD costs"
X Link 2024-07-10T11:36Z [----] followers, [---] engagements

"For NA / Aus #uranium co dip buyers remember $KAP will provide '25 guide with 1H results. Consensus for '25 is 23ktU whereas their exit production rate '24 implied by updated guidance is 24ktU. If acid issues continue to ease '25 guidance might be something like 24.5-25.5ktU"
X Link 2024-08-02T13:27Z [----] followers, [----] engagements

"@mineralstocks They fully withdrew '25 guidance so what matters is what the market has assumed which is 23ktU (based on analyst consensus)"
X Link 2024-08-02T13:31Z [----] followers, [---] engagements

"Thanks @NAC_Kazatomprom for providing the sensitivity table for the MET changes. Makes it clearer. Also I think shows the MET will be less impactful in the medium term than most analysts estimate $KAP #uranium"
X Link 2024-08-23T06:56Z [----] followers, [----] engagements

"@patrickadownes Nothing in the AR about whether they're gonna bump the $FCU bid or just let that die on the vine tho. 🤷🏻♂"
X Link 2024-08-30T01:26Z [----] followers, [---] engagements

"Hey guys ( @Paladin_Energy and @FissionUranium ) - Was there a shareholder meeting 6-7 hours ago - Any outcomes to report 🤷🏻♂ $PDN $FCU #uranium"
X Link 2024-09-10T00:27Z [----] followers, [----] engagements

"$KAP out with an updated video on the in-situ recovery #uranium mining process 👇🏼 "Uranium Mining in Kazakhstan: The In-Situ Recovery Method" #kazatomprom https://t.co/4ruNCoSPEB "Uranium Mining in Kazakhstan: The In-Situ Recovery Method" #kazatomprom https://t.co/4ruNCoSPEB"
X Link 2024-10-03T10:50Z [----] followers, [----] engagements

"This is really intriguing to say the least #copper $WCN $WCN.AX 👀 👀 👀 $WCN Large Scale #Copper Discovery Confirmed Highest assays returned 64.02% Cu 223g/t Ag and 2.34g/t Au Multiple High-Grade #Copper and Precious Metal Vein Systems Identified. Potential For Very Significant deposits of Sedimentary Hosted #Copper https://t.co/cLJOl74H0O $WCN Large Scale #Copper Discovery Confirmed Highest assays returned 64.02% Cu 223g/t Ag and 2.34g/t Au Multiple High-Grade #Copper and Precious Metal Vein Systems Identified. Potential For Very Significant deposits of Sedimentary Hosted #Copper"
X Link 2024-10-04T00:33Z [----] followers, [----] engagements

"$GLO raising largeish dollars down here when the stock is in the bargain basement and before the debt milestone (or even milestone of Benin-Niger border reopen) - screams of having a gun to the head to keep up project spend #uranium"
X Link 2024-10-08T10:38Z [----] followers, [----] engagements

"At this A$ / spot #gold set up $GOR might do A$200M+ net income in FY25. assuming operating hiccups are behind them. 9xPE looks cheap particularly with optionally of the strategic $DEG stake. and you don't need to fear West Africa politics all the time"
X Link 2024-10-08T10:44Z [----] followers, [---] engagements

"Was honestly a little frustrating listening to Grant talk about $CCJ 'leadership' in contracting and ace marketing when they were the only man standing contracting at $40/lb in [----] and today they have the lowest ASP in the industry as a result 🤷🏻♂ #uranium ⚠Cameco's Q&A at today's TD 9th Annual #Uranium & #Nuclear Fuel Cycle Roundtable event starts shortly at 11:35AM EDT. U can register to attend here: https://t.co/vHwIBaAPIJ ⚠Cameco's Q&A at today's TD 9th Annual #Uranium & #Nuclear Fuel Cycle Roundtable event starts shortly at 11:35AM EDT. U can register to attend here:"
X Link 2024-10-09T03:37Z [----] followers, [----] engagements

"@patrickadownes They already own Trekkopje in Namibia - just need to switch it back on of they're so inclined"
X Link 2024-10-25T00:04Z [----] followers, [---] engagements

"#uranium - It's time for $FCU to call a Paladin Material Adverse Event under the merger conditions and walk. they've already suffered serious value degradation from the proposed $PDN transaction. Time to move on"
X Link 2024-11-12T01:09Z [----] followers, 20.7K engagements

"Congratulations to the players that just paid $490k per bitcoin 👏🏻 $MSTR"
X Link 2024-11-21T22:59Z [----] followers, [---] engagements

"Smashing numbers from $KAP - US$1.30 quarterly operating cash flow per share. Looks like they're on-track to meet [----] guidance numbers and next divvy could be US$3.00-3.50+ per share #uranium 👇🏻 https://www.msn.com/en-us/money/markets/kazatomprom-profit-soars-on-higher-volumes-uranium-prices/ar-AA1uUx8Iocid=finance-verthp-feeds https://www.msn.com/en-us/money/markets/kazatomprom-profit-soars-on-higher-volumes-uranium-prices/ar-AA1uUx8Iocid=finance-verthp-feeds"
X Link 2024-11-28T12:48Z [----] followers, [----] engagements

"US$0.99/share EPS for $KAP for Q3 compared to $CCJ of US$0.01/share"
X Link 2024-11-28T12:54Z [----] followers, [---] engagements

"Retail guys in the #uranium trade are lucky to have a solid institutional guy like Art share these thoughts. if you disagree that's fine but don't trash him. For what it's worth our position on $ASPI is the same (ie. no position but we think its trash) 👇🏻 If you are listening to this Canaccord call and you believe this is a good investment opportunity I really dont know what to tell you. Completely insane in my view. (Again no position). $aspi #uranium If you are listening to this Canaccord call and you believe this is a good investment opportunity I really dont know what to tell you."
X Link 2024-11-28T21:39Z [----] followers, 15.4K engagements

"Cue the $GLO bunnies saying how this could never happen to GLO and how the banks are gonna be totally relaxed signing off the debt facility with this happening in the background #uranium 👇🏻 https://www.france24.com/en/live-news/20241204-france-s-orano-says-niger-junta-controls-uranium-firm https://www.france24.com/en/live-news/20241204-france-s-orano-says-niger-junta-controls-uranium-firm"
X Link 2024-12-04T13:06Z [----] followers, [----] engagements

"Wow Just stunning statistics. short by [--] nuclear reactors #nuclear #uranium 👇🏻 Wow: "In 2025-28 we project [--] gigawatts (GW) of US data center power demand and we quantify available power capacity to serve this demand as: near-term grid access of 12-15 GW plus [--] GW of data centers under construction resulting in a [--] GW shortfall of US power https://t.co/4PArdYY9qO Wow: "In 2025-28 we project [--] gigawatts (GW) of US data center power demand and we quantify available power capacity to serve this demand as: near-term grid access of 12-15 GW plus [--] GW of data centers under construction"
X Link 2024-12-17T13:41Z [----] followers, [----] engagements

"#uranium - The company that supplies 25% (attributable) of the world's fuel for clean nuclear is only worth 12.5x of Fartcoin market cap $KAP. then again $PDN is only worth 1.65x Fartcoin market cap 🤡"
X Link 2024-12-18T01:48Z [----] followers, [----] engagements

"@Cyclops_Trader Yes. or grid instability if some of the data center demand gets built without enough baseload development"
X Link 2024-12-18T02:59Z [----] followers, [--] engagements

"@patrickadownes It's an ISR operation you can't stop the acid doing it's work so they probably just paused drumming and new acid application. Unless it's down for a while they won't lose any production they can't catch up from. Plus it's $CCJ that's the more likely buyer of any missed material"
X Link 2025-01-03T00:54Z [----] followers, [----] engagements

"@patrickadownes There's usually excess capacity in the back end in these operations. hence why I'm saying they'd catch up a couple weeks lost production over the following couple months"
X Link 2025-01-03T01:06Z [----] followers, [---] engagements

"@patrickadownes Acid more broadly for that operation is a bigger issue if $CCJ refuses Russian batches of acid"
X Link 2025-01-03T01:07Z [----] followers, [---] engagements

"💯 Constellation Energy CEO on demand for energy: "The fact of the matter is demand for our products is it is expected to grow at levels we haven't seen in a lifetime.These charts show you revisions in their demand forecast over the last few years." https://t.co/MsrEy99we5 Constellation Energy CEO on demand for energy: "The fact of the matter is demand for our products is it is expected to grow at levels we haven't seen in a lifetime.These charts show you revisions in their demand forecast over the last few years." https://t.co/MsrEy99we5"
X Link 2025-01-13T11:14Z [----] followers, [---] engagements

"@hkuppy They're gonna need to expand their nuclear program if they're serious"
X Link 2025-01-25T06:09Z [----] followers, [---] engagements

"Strong operating numbers from $KAP just released - production & sales close to high-end of '24 guidance and Q4 running rate annualized above mid-point of '25 guidance - Should be some very impressive cash flow & profit numbers to come when financials released #uranium #GOAT"
X Link 2025-01-27T08:26Z [----] followers, [----] engagements

"@TRAVmoneyofmine Investment banking advice still allowed tho right"
X Link 2025-01-28T12:22Z [----] followers, [---] engagements

"@globallithium Debt They have more financial leverage than some peers"
X Link 2025-03-06T00:28Z [----] followers, [---] engagements

"@puppyeh1 Does $MIN count as a Chinese VIE 🤣"
X Link 2025-04-08T23:35Z [----] followers, [---] engagements

"@YellowLabLife They set up the ownership entity [----] then signed both the offtake with the entity and the deal with the Italian sulphuric acid plant equipment supplier in [----]. what's pending is certain construction permits which they mentioned on their last call"
X Link 2025-05-01T23:11Z [----] followers, [---] engagements

"@YellowLabLife Inkai contributed more cash flow than their CDN U assets last few years. would be a brave move for a company already trading at 100x PE to eliminate a cash cow. probably the price they would need to make it work isnt going to happen even. also they'd be very short lbs then"
X Link 2025-05-01T23:27Z [----] followers, [----] engagements

"$KAP Q1 [----] Operations & Trading update out. Not much notable other than its a record high for production for a first quarter. No change to annual guidance #uranium 👇🏻 https://otp.tools.investis.com/clients/uk/kazatomprom/rns/regulatory-story.aspxcid=2438&newsid=1936216 https://otp.tools.investis.com/clients/uk/kazatomprom/rns/regulatory-story.aspxcid=2438&newsid=1936216"
X Link 2025-05-02T06:21Z [----] followers, [----] engagements

"Looks like things are still on track for KazAtomprom's new sulphuric acid plant. their last update over [--] yr ago in Q1 [--] Ops & Trading update was "2027" but today they're narrowing it down to Q1 [--] in an update @NAC_Kazatomprom #uranium $KAP 👇🏻 https://www.londonstockexchange.com/news-article/KAP/kap-updates-on-the-sulphuric-acid-plant-project/17033898 https://www.londonstockexchange.com/news-article/KAP/kap-updates-on-the-sulphuric-acid-plant-project/17033898"
X Link 2025-05-13T12:38Z [----] followers, [---] engagements

"In [----] China announced its major #nuclear build out which set off a multi year utility industry inventory build resulting in #uranium prices moving 10x - We are once again at a very similar moment 👇🏻 🚨 BREAKING: President Trump is set to sign executive orders boosting NUCLEAR POWER in the USA easing regulations on approvals for new reactors possibly tomorrow. He will do so by invoking the COLD WAR-era Defense Production Act declaring an emergency over our reliance on https://t.co/64uvNITNH3 🚨 BREAKING: President Trump is set to sign executive orders boosting NUCLEAR POWER in the USA"
X Link 2025-05-23T00:00Z [----] followers, [----] engagements

"KazAtomprom just put out its Q1 financial statements. operating cash flow up 48% compared to same quarter last year to record high US$3.24/share #uranium $KAP"
X Link 2025-05-29T23:51Z [----] followers, [----] engagements

"@EvanCranston 5-7 years. One of the executive orders Trump signed in May is focused on reducing the regulatory process for new nukes. Westinghouse also proposes that if it can build 10x new ones in US it will reduce cost and time for each one"
X Link 2025-06-23T14:59Z [----] followers, [---] engagements

"Cameco $CCJ out after North American markets close with a downgrade to McArthur River production - 3-4m lbs gone for [----] Oops #uranium 👇🏻 https://www.cameco.com/media/news/cameco-provides-production-update-strategically-well-positioned-for-continued-long-term https://www.cameco.com/media/news/cameco-provides-production-update-strategically-well-positioned-for-continued-long-term"
X Link 2025-08-28T22:08Z [----] followers, [----] engagements

"@SinoAutoInsight @MercedesBenz No. screams cringe. the combination of a stupidly large screen yet still the cabin is cluttered and overstyled"
X Link 2025-09-10T15:03Z [----] followers, [--] engagements

"Nvidia US$100Bn investment into OpenAi. 10-Gigawatts of compute #nuclear #uranium 👇🏻👇🏻👇🏻 Size of the OpenAI - Nvidia deal via CNBC interview: This new project were talking about 10-gigawatts or roughly [--] million or [--] million GPUs thats approximately in one project what we shipped all year this year and twice as much as last year twice as much as the year Size of the OpenAI - Nvidia deal via CNBC interview: This new project were talking about 10-gigawatts or roughly [--] million or [--] million GPUs thats approximately in one project what we shipped all year this year and twice as much as last"
X Link 2025-09-23T01:59Z [----] followers, [----] engagements

"@toiletkingcap GANG - Golden Age of Nuclear Grift"
X Link 2025-09-30T23:56Z [----] followers, [---] engagements

"@AlboMP Lets hope real estate prices keep going up mate because with this system if we have a draw-down like Canada is experiencing at the moment you may just end up creating a generation stuck with upside down equity"
X Link 2025-10-01T02:28Z [----] followers, [---] engagements

"@patrickadownes Had the complete opposite experience in Danang [--] weeks ago. Doing international transfer but that area was closed. Went to immigration asked the officers to help. They called the airline had em bring boarding pass and open up the transfer area. Went out of their way to help"
X Link 2025-10-01T22:59Z [----] followers, [--] engagements

"Issue for Germany is that it probably has no way to source the rare earth elements to build replacement ones now that China is cracking down on use if its REEs in weapons. once these are sent to Ukraine they're gone The United States is increasing pressure on Germany to finally deliver Taurus missiles to Ukraine According to the Kyiv Post the White House is preparing to supply Kyiv with Tomahawk cruise missiles a move aimed not only at strengthening Ukraines defenses but also at pushing https://t.co/Yf81Y4Ud8B The United States is increasing pressure on Germany to finally deliver Taurus"
X Link 2025-10-14T22:23Z [----] followers, [----] engagements

"Peter is right on this I am a happy shareholder of $MTA.CSE and Brett is doing a great job driving new royalty and streaming deals #gold #silver https://x.com/peterepstein2/status/928218950856531968 Best Way To Play Gold/Silver Metalla Royalty & Streaming https://t.co/OoiUOYS4GD https://x.com/peterepstein2/status/928218950856531968 Best Way To Play Gold/Silver Metalla Royalty & Streaming https://t.co/OoiUOYS4GD"
X Link 2017-11-08T11:20Z [----] followers, [--] engagements

"Well done Peter I'm a shareholder in this one Brett is working hard to grow quickly and that dividend is sweet. will be on the big board soon #gold #silver #royalties #Streaming $MTA https://x.com/peterepstein2/status/955466225622114304 EpsteinResearch feature article on Metalla Royalty & Streaming $MTA.cn $MTAFF #gold #silver precious metals #royalties #streaming CEO says Company could be paying 5.0% dividend yield by year-end. Trades very cheap vs. $WPM $WPM.to $FNV $FNV.to $OR $RGLD https://t.co/g3YiN4mJ5Z https://t.co/QqLAEKsvAP https://x.com/peterepstein2/status/955466225622114304"
X Link 2018-01-22T22:12Z [----] followers, [--] engagements

"Congratulations to Metalla Royalty on the upgrade from CSE to TSX Venture as a Tier One listing. I expect more institutional attention #silver #gold #streaming $MTA $MTA.C $MTA.V"
X Link 2018-02-01T00:16Z [----] followers, [--] engagements

"Great recent clip on Metalla Royalty & Streaming where I just became a Non Exec Director and have been a shareholder for a while $MTA $MTA.V #silver #gold #royalty #streaming https://youtu.be/-oHm0S0xpHA https://youtu.be/-oHm0S0xpHA"
X Link 2018-03-02T03:10Z [----] followers, [--] engagements

"This video is only 3min - It's my fellow Metalla director EB Tucker talking about the strategy - EB is about as succinct a person can get $MTA $MTA.V https://youtu.be/lWIlOyyzHbE https://youtu.be/lWIlOyyzHbE"
X Link 2018-03-22T01:05Z [----] followers, [--] engagements

"Looks like my fellow $MTA director EB Tucker has another interview coming - this time with the great @DanielaCambone of @KitcoNewsNOW and @TheStreet fame - Can't wait $MTA.V #itsallaboutthedivvvy"
X Link 2018-03-22T07:40Z [----] followers, [--] engagements

"Metalla Royalty & Streaming $MTA $MTA.V - a company I'm proud to be a director of - is making a live online webcast at [----] North American EST today (12 April) - hear Brett explain the strategy that led to rapid cash flow and dividends link attached https://onlinexperiences.com/scripts/Server.nxpLASCmd=AI:4;F:APIUTILS51004&PageID=4429D3F3-288E-4D3C-9F0C-DB1BC26B393E&AffiliateKey=26788&AffiliateData=0418prepr https://onlinexperiences.com/scripts/Server.nxpLASCmd=AI:4;F:APIUTILS51004&PageID=4429D3F3-288E-4D3C-9F0C-DB1BC26B393E&AffiliateKey=26788&AffiliateData=0418prepr"
X Link 2018-04-12T10:34Z [----] followers, [--] engagements

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