# ![@Anthony84089043 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1433396420615163913.png) @Anthony84089043 Investor2Investor

Investor2Investor posts on X about $pen, $lot, $bmn, $pdn the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1433396420615163913/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1433396420615163913/c:line/m:interactions.svg)

- [--] Week [------] +158%
- [--] Month [------] +543%
- [--] Months [------] +205%
- [--] Year [-------] +69%

### Mentions: [--] [#](/creator/twitter::1433396420615163913/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1433396420615163913/c:line/m:posts_active.svg)

- [--] Week [--] +25%
- [--] Month [--] +114%
- [--] Months [--] +162%
- [--] Year [---] +37%

### Followers: [---] [#](/creator/twitter::1433396420615163913/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1433396420615163913/c:line/m:followers.svg)

- [--] Week [---] +2%
- [--] Month [---] +4.50%
- [--] Months [---] +87%
- [--] Year [---] +166%

### CreatorRank: [---------] [#](/creator/twitter::1433396420615163913/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1433396420615163913/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  73% [cryptocurrencies](/list/cryptocurrencies)  60% [countries](/list/countries)  10% [currencies](/list/currencies)  6% [technology brands](/list/technology-brands)  2% [travel destinations](/list/travel-destinations)  1% [stocks](/list/stocks)  1%

**Social topic influence**
[$pen](/topic/$pen) 59%, [$lot](/topic/$lot) #2, [$bmn](/topic/$bmn) #4, [$pdn](/topic/$pdn) 50%, [stocks](/topic/stocks) 49%, [$age](/topic/$age) 49%, [$dyl](/topic/$dyl) 48%, [$boe](/topic/$boe) 45%, [$slx](/topic/$slx) 22%, [$ccj](/topic/$ccj) 13%

**Top accounts mentioned or mentioned by**
[@quakes99](/creator/undefined) [@andrewr52539811](/creator/undefined) [@ballsmeep](/creator/undefined) [@huxleymick](/creator/undefined) [@browndamon2086](/creator/undefined) [@skysurfer75](/creator/undefined) [@sprott](/creator/undefined) [@mountaingoat672](/creator/undefined) [@lambdownunder](/creator/undefined) [@r5zm2](/creator/undefined) [@messlee7041](/creator/undefined) [@tutes5](/creator/undefined) [@chadw1ckse](/creator/undefined)

**Top assets mentioned**
[Pentagon Games (PEN)](/topic/$pen) [Cameco Corporation (CCJ)](/topic/$ccj) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Uranium Energy Corp. (UEC)](/topic/$uec) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Denison Mines Corp (DNN)](/topic/$dnn) [The Official [--] coin (76)](/topic/$76) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr) [Centrus Energy Corp. (LEU)](/topic/$leu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Wow what a start today for #asx #uranium stocks. $LOT completed $76 million placement and is now -28% What value destruction I guess $LOT now cashed up and will not need to raise for a little while. Investors need to be patient with this one. Red across the board today. Possibly still more downside to go. https://twitter.com/i/web/status/2019552068202295558 https://twitter.com/i/web/status/2019552068202295558"  
[X Link](https://x.com/Anthony84089043/status/2019552068202295558)  2026-02-05T23:21Z [---] followers, [----] engagements


"Nice little reversal for #asx #uranium stocks today after a brutal few days. Uranium is moving from a trade to a strategic asset class. The thesis has never been stronger 1) Structural deficit 2) Long term price continuing to move higher 3) Increased demand (AI China India Europe Tech) 4) Spot moving higher 5) Funds absorbing/buying up supply My investment stretegy Core positions producers - $PDN $BOE Developers - $DYL Speculative - $BMN $LOT $AGE $PEN With this trade the volatility can be your friend. Trim as the stocks hit 52-week highs dollar cost average when the price is below your"  
[X Link](https://x.com/Anthony84089043/status/2020766138125156789)  2026-02-09T07:46Z [---] followers, [----] engagements


"$Lot is currently the "ugly duckling" of the #ASX #uranium sector due to the recent discount-heavy capital raise. With A$145M in cash and production already underway the financial risk has been replaced by execution risk. For investors with a longer term investment horizon the current "lag" in share price likely represents an entry point before the company begins reporting actual revenue in late [----]. My personal pick for the next twelve months https://twitter.com/i/web/status/2021827344143725049 https://twitter.com/i/web/status/2021827344143725049"  
[X Link](https://x.com/Anthony84089043/status/2021827344143725049)  2026-02-12T06:02Z [---] followers, [----] engagements


"Terrible few days for #asx #uranium stocks $LOT looking to raise $76 million AUD plus $5 million SPP. Hopefully the ramp up in production continues to schedule. If they can deliver will be one of the cheapest producers listed on the ASX. This has been a long-term hold for me hopefully it will pay off in the next year or so. Other names I personally like $AGE $BMN $DYL $BOE $PDN $PEN $SLX Good luck and have faith in your investment decision. https://twitter.com/i/web/status/2019229786556747936 https://twitter.com/i/web/status/2019229786556747936"  
[X Link](https://x.com/Anthony84089043/status/2019229786556747936)  2026-02-05T02:01Z [---] followers, [----] engagements


"$BMN just landed a transformational deal for a #asx #uranium company. CNNC buying 45% of Etango for US$321m Fully funds construction 60% offtake secured (no price caps) Validates project at US$714m First production target: [----] Keep a close eye on the share price today as deal values it just over a billion AUD. So hopefully shareholders get an instant upside boost. https://twitter.com/i/web/status/2022081396421091834 https://twitter.com/i/web/status/2022081396421091834"  
[X Link](https://x.com/Anthony84089043/status/2022081396421091834)  2026-02-12T22:52Z [---] followers, [----] engagements


"Finally seeing some real momentum for #ASX #uranium miners $AGE +10.7% $BMN +12.4% $DYL +11.7% $LOT +10.6% $PDN +10.3% Meanwhile. $PEN still stuck in a trading halt missing the party as usual"  
[X Link](https://x.com/Anthony84089043/status/1917079376975564834)  2025-04-29T04:51Z [---] followers, [----] engagements


"$PEN March [----] #Uranium Update CPP commissioning delayed yellowcake production now set for end of June [----] lbs captured on resin ( due to storage constraints) CY25CY27 guidance under review (likely downgrade) $24M cash [-----] lbs inventory Shares suspended Apr [--] pending updated plan CEO Bauk: "Transformation to full-scale US producer underway" Spot uranium purchase: 200000lbs secured for June at just $1.5M (vs $4.6M provision) Wayne Heili ceased working with company [--] April [----] #ASX #PEN #U308 #NuclearEnergy #Investing"  
[X Link](https://x.com/Anthony84089043/status/1917705169506296133)  2025-04-30T22:18Z [---] followers, [----] engagements


"Momentum building for #ASX #uranium stocks still early days in the cycle. $AGE +6.9% $BMN +5.4% $BOE +5.6% $DYL +4.3% $LOT +4.3% $PDN +2.3% $PEN. missing in action (again) Supply/demand deficit runs through [----]. Conviction will be rewarded"  
[X Link](https://x.com/Anthony84089043/status/1918159208962507172)  2025-05-02T04:22Z [---] followers, [---] engagements


"Another strong day for #uranium stocks $AGE +3.3% $BMN +5.7% $BOE +10.9% $DYL +5.7% $LOT +10% $PDN +5.1% $PEN. still lagging. Market needs clarityleadership must step up the comms game"  
[X Link](https://x.com/Anthony84089043/status/1919968182913400877)  2025-05-07T04:11Z [---] followers, [---] engagements


"Becoming a bit of a habit 🔥 Another big day for #uranium stocks: $AGE +6.5% $BMN +9.2% $BOE +0.2% $DYL +4.31% $LOT flat $PDN +3.0% $PEN still missing the party. Time for leadership to make announcement on production forecasts while the sector is in favour. Hopefully $PEN will be taken over by a more competent company soon"  
[X Link](https://x.com/Anthony84089043/status/1920352535526973444)  2025-05-08T05:38Z [---] followers, [---] engagements


"$PEN receives final regulatory approvals to begin uranium recovery at Kendrick a key milestone for the Lance Projects. Kendrick adds 19.8Mlbs UO unlocking over a decade of U.S. production potential. Major step forward for one of Americas largest ISR uranium assets. #uranium #asx Still no news on production guidance though"  
[X Link](https://x.com/Anthony84089043/status/1922080727891640664)  2025-05-13T00:05Z [---] followers, [----] engagements


"#uranium Futures ripping after Trumps nuclear push top names popping 10%+ pre-market $CCJ $UEC $UUUU $NXE $UROY $DNN $EU $URNM $URNJ $URG Is this the moment we have been waiting for Fingers crossed"  
[X Link](https://x.com/Anthony84089043/status/1925871283289350147)  2025-05-23T11:07Z [---] followers, [----] engagements


"#Uranium ripping higher Another explosive day on the #ASX following Fridays surge in the US & Canada after Trumps nuclear push. Top names flying 10%+ North American leaders: $CCJ $UEC $UUUU $NXE $UROY $DNN $EU $URNM $URNJ $URG ASX uranium movers: $AGE +10% $BMN +8.13% $BOE +9.8% $DYL +11.25% $LOT +10.81% $PDN +10.6% $SLX +7.1% $PEN still in trading halt. U.S.-based near production yet sidelined while uranium sentiment skyrockets. Whats the holdup Shareholders deserve answers. Is this the breakout we've been waiting for #Nuclear #EnergySecurity #ASX #UraniumStocks"  
[X Link](https://x.com/Anthony84089043/status/1926801908838051951)  2025-05-26T00:45Z [---] followers, [----] engagements


"Premarket heat in the US & Canada for #uranium stocks #SPUT nearing premium = potential buying spree on the spot market 👀 Short squeeze brewing on the #ASX some names 20% shorted Can the rally hold Will $PEN finally emerge to ride the wave $BOE $PDN $DYL $LOT $BMN $SLX #Uranium squeeze"  
[X Link](https://x.com/Anthony84089043/status/1927346412993331217)  2025-05-27T12:49Z [---] followers, [----] engagements


"Big news for #uranium Meta signs deal with Constellation for nuclear-powered AI This could be huge for #ASX uranium stocks clean energy demand surging. $AGE $BMN $LOT $PDN $PEN $DYL $SLX $BOE lets ride the wave #nuclear #energy #AI #stocks"  
[X Link](https://x.com/Anthony84089043/status/1930037291092980029)  2025-06-03T23:02Z [---] followers, [----] engagements


"Uranium rally gaining traction ASX stocks catching a bid as sentiment lifts 📈 Standouts: $DYL +4.3% $LOT +5.9% $AGE +8.3% $PDN +7.7% $BOE +5.2% $BMN +4.6% $SLX +10.7% But $PEN still in trading halt U.S.-based and near-term production yet missing the move. Time for answers North American leaders: $CCJ $UEC $UUUU $NXE $UROY $DNN $EU $URNM $URNJ $URG Cautious optimism or the start of something bigger #Uranium #ASX #Nuclear #EnergySecurity"  
[X Link](https://x.com/Anthony84089043/status/1932244512442892369)  2025-06-10T01:12Z [---] followers, [---] engagements


"$pen capital raise incoming"  
[X Link](https://x.com/Anthony84089043/status/1933007881693245737)  2025-06-12T03:46Z [---] followers, [--] engagements


"$PEN Update 🚨 Central Processing Plant construction nearing commissioning $1.25M settlement paid to Samuel EPC [--] legacy uranium sales contracts terminated (1.95M lbs over [--] yrs) as part of production reset Short-term debt funding in advanced talks Suspension remains until sales & production guidance finalized The #Uranium reset is real. $PEN aiming for a leaner more flexible future. 🎯 #ASX #Nuclear #EnergySecurity #U3O8"  
[X Link](https://x.com/Anthony84089043/status/1934407556186997067)  2025-06-16T00:27Z [---] followers, [----] engagements


"#Uranium #ASX on the move today Geopolitical tensions are supercharging energy markets oil spiked up to 14% after Israeli strikes on Iran and threats to close the Strait of Hormuz a key global shipping chokepoint. 💥 Energy stocks on the ASX surged with the sector up 8% led by a $30B takeover of Santos by Abu Dhabis Adnoc. 📈 As oil rips investors are rotating into energy security plays including uranium stocks as nuclear gains appeal amid volatile fossil fuel supply chains. ⚛ Nuclear = stable domestic strategic. Uranium equities riding the wave. #Uranium #ASX #EnergySecurity #Nuclear"  
[X Link](https://x.com/Anthony84089043/status/1934412887256445029)  2025-06-16T00:49Z [---] followers, [---] engagements


"Why #uranium stocks in are booming and why might be next: $CCJ at ATHs $SMR up 2x since March $OKLO up 10x in [--] months $LEU up 3x in [--] months Meanwhile SPUT is about to drop US$200M into the spot market But here's the kicker: The term market is the real game and the mood at the recent World Nuclear Fuel Market conf in Sydney Sellers' market Western utilities are spooked by Chinas aggressive fuel stockpiling. And on the ASX $PDN still half its [----] price $BMN 30% off highs $SLX down YTD despite big milestones $BOE -25% vs [----] highs even after hitting production targets 💥 Massive value"  
[X Link](https://x.com/Anthony84089043/status/1935561853746426003)  2025-06-19T04:54Z [---] followers, [---] engagements


"$BMN raises A$85M at A$3.20/sh (9% discount) via placement. Funds to support early construction at Etango uranium project in Namibia one of the worlds largest undeveloped uranium resources. SP: A$3.52 MCap: A$630M Use of funds: infra early works working capital. #uranium #ASX $DYL $LOT $PDN $AGE $PEN"  
[X Link](https://x.com/Anthony84089043/status/1937345535339597904)  2025-06-24T03:02Z [---] followers, [---] engagements


"$AGE locks in $17.25M placement ✅ 556M new shares issued trading starts [--] July. Funds fuel major progress at Samphire: Field Recovery Trial (FRT) Feasibility Study begins Mining lease applications Resource drilling at Blackbush South & Plumbush Big Lake exploration Key near-term catalysts: FRT approval (July) Site works (AugSep) FRT ops (OctDec) DFS contractor appointed (SepOct) Offtake talks begin in [----] Runway extended deep into [----]. #AGE #uranium #ASX #nuclear"  
[X Link](https://x.com/Anthony84089043/status/1939491835099148492)  2025-06-30T01:11Z [---] followers, [---] engagements


"More pain incoming $PEN secures US$15M debt funding from global firm Davidson Kempner (US$35B AUM) to complete commissioning at Lance Project US$10M cash facility to be drawn immediately US$5M convertible debt on equity raise Targeting dry yellowcake by August Equity raise & re-rate next #uranium #ASX #PEN #nuclear #investing #commodities #cleanenergy #finance"  
[X Link](https://x.com/Anthony84089043/status/1943103268865085653)  2025-07-10T00:21Z [---] followers, [---] engagements


"$PEN Peninsula Energy July Update (ASX) Offtake Reset: [--] of [--] contracts terminated for US$6.6M (US$1.6M paid US$5M post capital raise). CPP Progress: Construction complete commissioning underway; first yellowcake Q3 [----]. Debt Facility: Secured US$15M to fund reset plan. Board Changes: David Coyne new Chair Keith Bowes (ex-Lotus) joining post-raise. Suspension: Trading halt continues pending funding & production guidance. #Uranium #ASX #PEN"  
[X Link](https://x.com/Anthony84089043/status/1949631133798604947)  2025-07-28T00:40Z [---] followers, [----] engagements


"1/ Cameco $CCJ Q2 [----] gave some great uranium market insights. Inventory down to 7Mlb Needs to purchase 9Mlb in 2H25 Only 2Mlb bought YTD Grant Isaac: uranium is the product with no substitute Cameco will buy selectively and strategically 2/ Isaac on $70 uranium: That price ignores: Nuclear's global momentum Supply risk demand risk Difficulty of restarts Unrealistic timelines for greenfield projects Cameco will buy from sellers who shouldnt be selling. 3/ Market activity may look quiet but Cameco sees opportunity. Term and spot demand is simply delayed not lost. When utilities return to"  
[X Link](https://x.com/Anthony84089043/status/1951125026599752167)  2025-08-01T03:37Z [---] followers, [---] engagements


"#ASX #Uranium names holding up today despite $CCJ (-4.54%) and $URNM (-2.28%) sliding overnight. Eyes now on the World Nuclear Symposium (Sept 35) to spark the next leg higher into [----]. My picks and still adding to positions in $AGE $BMN $BOE $DYL $LOT $PDN $PEN plan is hold + trim into December"  
[X Link](https://x.com/Anthony84089043/status/1958350149274800196)  2025-08-21T02:07Z [---] followers, [---] engagements


"Kazatomprom first half [----] results: Net profit $514 million US dollars. More important is [----] #uranium production. Reduction by about [--] percent to [--] million pounds (from [--] million pounds). Kazatomprom indicates it will produce below this level echoing Camecos stance that production will not increase without greater utility demand. I guess this will further exacerbate the supply/demand deficit. Markets have responded positively with $urnm +7% and $ccj +4.9% today. #asx #uranium stocks will hopefully follow the trend on Monday. $age $bmn $boe $dyl $lot $pdn $pen. Usually with that increase"  
[X Link](https://x.com/Anthony84089043/status/1959050358774538277)  2025-08-23T00:29Z [---] followers, [----] engagements


"$PEN (Peninsula Energy) has completed Tranche [--] of its $69.9m fully underwritten equity raise securing $30.9m from institutional investors. Strong demand highlights growing interest in uranium producers with U.S. exposure. Cornerstone commitments: Tees River Uranium Fund: $7.5m (Tranche 1) + $7.5m (Tranche 2) + $7.5m retail sub-underwriting. Davidson Kempner Capital Mgmt: $3.8m (incl. $1.5m debt offset) + $1.5m retail sub-underwriting. Retail Entitlement Offer opens [--] Aug and closes [--] Sep. Terms: Price: $0.30/share Ratio: [--] for [--] Oversubscription: up to 50% extra (if shortfall). Funds will"  
[X Link](https://x.com/Anthony84089043/status/1960138651943461215)  2025-08-26T00:34Z [---] followers, [----] engagements


"@ballsmeep equivalent of 1.5c pre-consolidation. Unbelievable $PEN #Uranium"  
[X Link](https://x.com/Anthony84089043/status/1960139180547449160)  2025-08-26T00:36Z [---] followers, [---] engagements


"$PDN #uranium FY25 results out: EBIT loss US$48m in line rev US$177.7m on 2.7Mlb sales. Cash US$89m vs debt US$86.5m. Biggest news = updated Patterson Lake South economics: Capex US$1.23b (vs US$1.5b est) AISC US$15.2/lb (vs US$30/lb est) Stock trading down 3.5% but could be due to the broader selloff of #uranium #asx stocks. WNA Symposium next week could be catalyst for the next leg up. Hopefully we will see more positive news flowing from the conference $age $bmn $boe $dyl $lot $pdn $pen"  
[X Link](https://x.com/Anthony84089043/status/1960865660134891775)  2025-08-28T00:42Z [---] followers, [----] engagements


"Cameco $ccj has cut its [----] uranium production forecast due to delays at the McArthur River mine reducing output to [----] million pounds (down from [--] million). Strong performance at the Cigar Lake mine may help offset about [--] million pounds. The company says its diverse supply options mean it can still meet customer commitments. #uranium #CCJ Will this mean a good day on the #ASX for #uranium stocks My prediction is that we will see an uplift in share price today leading into the WNA Symposium on the 3-5 September $age $bmn $dyl $boe $lot $pdn $pen Let's go"  
[X Link](https://x.com/Anthony84089043/status/1961182414564462923)  2025-08-28T21:41Z [---] followers, [---] engagements


"Good start to the day #ASX #Uranium stocks. $DYL +2.2% $LOT +7.5% $PDN +1.6% $BOE +3.3% $BMN +5.2% But as always $PEN the underperformer. Positive news from $LOT who have started production"  
[X Link](https://x.com/Anthony84089043/status/1962328993535053828)  2025-09-01T01:37Z [---] followers, [----] engagements


"$LOT may be raising up to $70m via #Barrenjoey to ramp up production of #uranium at Kayelekera mine that has recently gone back into production. Target is [---] million pounds per year by [----]. Shares closed at 22c AUD - what will this mean with the incoming capital raise Still one of the most undervalued #asx #uranium stock"  
[X Link](https://x.com/Anthony84089043/status/1963006622617501819)  2025-09-02T22:30Z [---] followers, [----] engagements


"$LOT has completed $65 million placement to derisk Kayelekera and ramp-up Letlhakane with strong institutional support. Raise conducted at 19c AUD. Hopefully this will be the last raise for $LOT. #uranium set to continue it's upward trajectory. #ASX"  
[X Link](https://x.com/Anthony84089043/status/1963389335103049738)  2025-09-03T23:51Z [---] followers, [---] engagements


"$BMN has signed two binding offtake agreements with Tier-1 North American utilities. [--] million pounds of #uranium Agreements provide flexibility market-linked pricing and reinforces $BMN as a key supplier of uranium in the future Let's hope this #ASX stock can deliver"  
[X Link](https://x.com/Anthony84089043/status/1963746026768277924)  2025-09-04T23:28Z [---] followers, [----] engagements


"$LOT #asx in my opinion has a lot of positive news flow * Restart on time and on budget * 165Mlb resource * $126 million cash AUD * 65% uncontracted - so upside potential Currently trading around 19c AUD. Since being in the #uranium space $LOT peaked around May [----] at 47c With restart on time and on budget a good balance sheet flush with cash and most of it's future supply uncontracted - you have to wonder why this stock isn't trading higher Understand that recent cap raise took price back to 19c but with all the positive news you would have to look at this and think there is a lot of"  
[X Link](https://x.com/Anthony84089043/status/1965633595701428324)  2025-09-10T04:29Z [---] followers, [----] engagements


"Well $LOT now has $126 million - which hopefully will be the last cap raise for a few years. I am of the opinion that setting the issue price at 19c has probably provided investors with an opportunity to top up at a reasonable price. As I said in the initial post - the share price in [----] hit 47c. Currently price is at the lower end of the 52-week range. It delivered on time and on budget - which is a first in the #uranium space. This is currently my highest conviction stock in the space. Fingers crossed they can deliver"  
[X Link](https://x.com/Anthony84089043/status/1965698113399840964)  2025-09-10T08:45Z [---] followers, [---] engagements


"$PEN completes fully underwritten A$69.9 million raise. Retail took up $7 million with the $24.4 million shortfall picked up by the underwriters. This will fund the ramp up of Lance. It is the only #ASX #Uranium stock that has direct USA exposure. Could $PEN be a takeover target so that the US can ensure energy security for the future My personal opinion is that it would be great for a US based company to acquire this asset at below market price"  
[X Link](https://x.com/Anthony84089043/status/1966014255930757492)  2025-09-11T05:41Z [---] followers, [----] engagements


"$CXU #uranium #asx stock up over 40% today. Agreement with Navoiyuran to bring ISR expertise to signal tier [--] interest in Yanrey. Possible attract further investment. Yanrey has 42Mlbs approximately Can $CXU become a success story in the #uranium space. Today marks a good positive step forward"  
[X Link](https://x.com/Anthony84089043/status/1966017964815298563)  2025-09-11T05:56Z [---] followers, [--] engagements


"The problem is that retail took up only $7 million with the $24.4 million shortfall picked up by the underwriters. Shows that the market has lost confidence in $PEN. It also means that there are $24 million of shares that are now held by the underwriters who at some stage will want to reduce their position"  
[X Link](https://x.com/Anthony84089043/status/1966249402613506467)  2025-09-11T21:16Z [---] followers, [---] engagements


"Brief thought on the current state of the #uranium industry and #asx listed stocks WNA Symposium - Nuclear momentum is surging - Investors tech industry (such as Microsoft Meta) and SMR's getting involved - Demand rising fast (AI/Data Centres Utilities) - Supply fragile. #kazataprom and $CCJ have all reduced production guidance **Demand to double by [----] With supply/demand deficit can we see US$100/lb soon Will ASX stocks catch up $AGE $BMN $BOE $DYL $LOT $PDN $PEN $SLX"  
[X Link](https://x.com/Anthony84089043/status/1966289241073447285)  2025-09-11T23:54Z [---] followers, [---] engagements


"$PEN is finally on the move with a +38% move over the last five trading days. L:ance project has finally produced its first yellowcake in Sept [----]. Legacy contracts cancelled A$70 million dollar raise will hopefully provide a couple of years runway. Must be considered a strategic supplier to the US for #uranium. #energysecurity It has been a long long road with lots of pain for investors. Is this time for $PEN to turn the corner"  
[X Link](https://x.com/Anthony84089043/status/1968943978495230102)  2025-09-19T07:43Z [---] followers, [----] engagements


"@HuxleyMick Yes cxu has had an excellent run over the last few weeks. Still a micro cap at $35 million. Good speculative play"  
[X Link](https://x.com/Anthony84089043/status/1970082541223993688)  2025-09-22T11:07Z [---] followers, [--] engagements


"Ok what are we looking at today for #uranium stocks on the #asx today Big night on the overseas market $URNM +2.99% $URA +1.96% $SPUT +2.85% and raising most likely over $50 million to buy more uranium I would assume at least 5% today for our big names $pdn $dyl $boe $slx $bmn and lets hope for an even bigger day for our smaller caps $age $lot $pen $cxu Let's see how the day unfolds. Good luck"  
[X Link](https://x.com/Anthony84089043/status/1970234940064440621)  2025-09-22T21:13Z [---] followers, [---] engagements


"$CCJ cutting production guidance to 14-15Mlbs (from previous 18Mlbs) around development delays. This means they will have to buy approx 9-10 Mlbs #uranium on the spot market to meet year end deliveries. Does this tighten up supply once again #energysecurity #nosupply"  
[X Link](https://x.com/Anthony84089043/status/1970311371368939675)  2025-09-23T02:16Z [---] followers, [----] engagements


"I have often wondered about this as when SPUT originally came online the movement of the spot price was much more volatile with small purchases of #uranium. This time around the price seems to have hovered between $70-80 per pound even though there have been millions of pounds purchased. Any thoughts on that @quakes99"  
[X Link](https://x.com/Anthony84089043/status/1970326163919978877)  2025-09-23T03:15Z [---] followers, [---] engagements


"Agree. It has been a long hard road for $PEN shareholders. For those brave enough to dollar cost average down with the cap raise at A$0.30 - you have done well. You would have to think that as one of the only #uranium producers in the US $PEN would have to be a strategic acquisition target"  
[X Link](https://x.com/Anthony84089043/status/1973652339790889365)  2025-10-02T07:32Z [---] followers, [---] engagements


"What a day on the asx today. Uranium stocks tracking through the roof"  
[X Link](https://x.com/Anthony84089043/status/1977938327496958223)  2025-10-14T03:23Z [---] followers, [---] engagements


"$BMN - construction at the Etango project still on track with FID expected at end of [----]. Offtakes deals signed with Tier-1 US utilities. Huge scale and upside with cash of $112 million AUD. Can this stock continue the positive momentum through till [----] #uranium #asx #BMN"  
[X Link](https://x.com/Anthony84089043/status/1978933745328480494)  2025-10-16T21:19Z [---] followers, [---] engagements


"@BrownDamon2086 Let's hope for a strong finish. But at least the last week has restored some confidence in the sector. Watch $sput as when this starts issuing units it is usually the signal for another step up"  
[X Link](https://x.com/Anthony84089043/status/1838776861213790559)  2024-09-25T03:05Z [---] followers, [--] engagements


"🚨 Breaking: President Trump unveils "Stargate" a $797B investment in #AI infrastructure promising 100K new American jobs 🌌 Backed by tech titans Larry Ellison Masayoshi Son and Sam Altman this is a bold leap for U.S. innovation. Could this power surge align with rising #uranium demand & the future of energy ⚛ #AI #EnergyTransition"  
[X Link](https://x.com/Anthony84089043/status/1881838059039375733)  2025-01-21T22:55Z [---] followers, [---] engagements


"#ASX #Uranium stocks still in the trenchespainful for investors but the long game is where the payoff lies. If you believe in the rising demand for nuclear power conviction is key. Stay the course. ⚡☢ $AGE $BMN $DYL $LOT $PDN $PEN #Investing #Stocks"  
[X Link](https://x.com/Anthony84089043/status/1889829893648822588)  2025-02-13T00:12Z [---] followers, [---] engagements


"#Uranium #ASX stocks arent for the weak. Extreme volatility but massive long-term potential. The next [--] years with a supply squeeze and rising nuclear demand will hopefully lead to explosive upside. Smart money buys dips trims peaks and holds steady. My top Aussie uranium plays: $AGE $BMN $DYL $LOT $PDN $PEN. Whos bullish ⚡ #Investing #StockMarket"  
[X Link](https://x.com/Anthony84089043/status/1890231731237921066)  2025-02-14T02:48Z [---] followers, [----] engagements


"Big news for #uranium investors: $Sprott just revealed it's now a substantial holder (11%) in #ASX-listed $PEN Takeover target Undervalued vs peers Merger or acquisition incoming $PEN has always had the fundamentals but lacked the communication to the market. Could this finally spark the rerate bulls have been waiting for 📈 #PEN #uraniumstocks #asx #commodities #nuclearenergy"  
[X Link](https://x.com/Anthony84089043/status/1914896726609289388)  2025-04-23T04:18Z [---] followers, [----] engagements


"#Uranium just got real. SPUT doubled its raise to US$200M after overwhelming demand and the spot price immediately spiked $5/lb to $75.75. Traders are front-running. SPUT may have raised another $1020M via ATM. Rumors swirl. If $YCA joins in its gasoline on the fire. Utilities may have to step in. #Nuclear #U308 #UraniumStocks $URNM $CCJ $PDN $DYL $LOT $BMN $UEC $UUUU $NXE $AGE $BOE $PEN"  
[X Link](https://x.com/Anthony84089043/status/1934731595858186437)  2025-06-16T21:55Z [---] followers, [---] engagements


"Been in the #uranium trade since [----] mainly in #ASX names $AGE $BMN $BOE $DYL $LOT $PDN $PEN. Its been the most volatile trade Ive ever touched not for the faint hearted. The thesis is clear: supply/demand deficit clean energy shift energy security + rising power demand (AI). I see the sector peaking [--------]. My view is - trim near 52-wk highs buy and dollar cost average at 4050% off those highs. The cycle repeats. Strong conviction + a steady hand = healthy profits Good luck to all riding this wave"  
[X Link](https://x.com/Anthony84089043/status/1958001418285248687)  2025-08-20T03:01Z [---] followers, [----] engagements


"Interesting finish to #ASX #Uranium stocks - a big rally to finish the day. Standouts: $DYL +6.9% $LOT +11.4% $PDN +6.5% $BOE +10.5% $BMN +5.7% $SLX +8.5% But $PEN as usual getting slaughtered. Out of a trading halt fresh capital raise and the share price -47% Share price at 33c post consolidation - that means a share price of 1.6c pre-consolidation. By far my worst pick ever - thought it had all the fundamentals for the most under-valued ASX uranium stock - boy was I wrong"  
[X Link](https://x.com/Anthony84089043/status/1960246980883702208)  2025-08-26T07:44Z [---] followers, [----] engagements


"$AGE a #uranium #asx listed stock has annouced drilling has begun on first production well for Samphire ISR trial after South Australia regulator confirmed all conditions were met. Hopefully that leads to mining lease DFS and financing - maybe then into production. Let's hope it is upwards from here"  
[X Link](https://x.com/Anthony84089043/status/1966015795793936796)  2025-09-11T05:47Z [---] followers, [----] engagements


"$BOE advancing Honeymoon #uranium project with operational review - completion date December [----]. Accelerated resource drilling to support wellfield planning starting September and running for 7-9 months. Management says review is on track"  
[X Link](https://x.com/Anthony84089043/status/1966016810459013579)  2025-09-11T05:51Z [---] followers, [----] engagements


"Pretty uneventful day so far for #uranium stocks on the #asx $AGE flat $BMN -2.7% $BOE +6.1% $DYL +0.8% $LOT -2.8% $PDN +0.9% $PEN -4.31% As usual $PEN disappointing shareholders after recent cap raise. When will there be some interest in this company Waiting for the next leg up"  
[X Link](https://x.com/Anthony84089043/status/1967406222426177757)  2025-09-15T01:52Z [---] followers, [----] engagements


"$PDN Paladin Energy #ASX is raising A$300m via #Macquarie at a probable 10-15% discount to A$7.88 closing price to bolster working capital and Langer Heinrich ramp. FY25: US$177.7m revenue on [--] Mlb U3O8; Now it is cashed up The timing could not have been better with #US #energy #secretary Chris Wright confirming a new #strategic #uranium #reserve overnight. ETF's and Overseas stocks rocketed upwards on the news. With $PDN targeting full capacity in FY27 this could be the one to watch. Big market cap but it is usually the first to move in the volatile uranium market"  
[X Link](https://x.com/Anthony84089043/status/1967702300711063674)  2025-09-15T21:29Z [---] followers, [---] engagements


"Paladin Energy $PDN has raised A$300m via placement. Strong global demand backs strategy to advance Patterson Lake South toward FID while ramping Langer Heinrich to full production by FY27. This will enable $PDN to be one of the world's biggest #uranium producers. Being one of the biggest #asx listed #uranium stocks $PDN is generally one of the first to move (either up or down). Watch this stock closely. Maybe a good time to top up as SPP will mean that share price will hover around issue price of A$7.25 per share till October. DYOR"  
[X Link](https://x.com/Anthony84089043/status/1968101178182607164)  2025-09-16T23:54Z [---] followers, [----] engagements


"What a finish to the day for #uranium stocks on the #ASX $AGE flat $BMN +8.3%% $BOE +4.5% $DYL +2.9% $LOT +8.1% $PDN +4.4% $PEN +15.4% Finally $PEN starting to move after it announced that it has produced it's first yellowcake from #Lance project. Looking forward to some positive share price action into [----]. So many announcements and support for the #nuclear industry around the world will surely mean that the supply/demand deficit will now be at the forefront of most investors energy thesis"  
[X Link](https://x.com/Anthony84089043/status/1968590056345739756)  2025-09-18T08:16Z [---] followers, [----] engagements


"Wow Will be interesting to see what #asx #uranium stocks will do when markets open on Monday. Relatively big day on the market overseas in the US and Canada. #SPUT 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash Can we please replicate this performance on the #asx on Monday I am still convinced that the #energy theme and #nuclear will be the way forward with my prediction that the supply/demand deficit peaks around [----]. $AGE $BMN $BOE $DYL $LOT $PDN $PEN $SLX my personal picks. Good Luck Investors https://twitter.com/i/web/status/1969195974502597000"  
[X Link](https://x.com/Anthony84089043/status/1969195974502597000)  2025-09-20T00:24Z [---] followers, [----] engagements


"Yes it was a great day as expected $AGE +3.85 $BMN +5.14% $BOE +6.81% $DYL +1.0% $LOT +4.88% $PDN +4.69% $PEN +12.5% (up 50% in last week - was not brave enough to dollar cost average this stock though) $SLX +4.16% (up 50% in the last week) #uranium gaining traction and #asx stocks starting to provide some much needed love to investors. All eyes will be on the US and Canadian stocks tonight to see what this week will bring"  
[X Link](https://x.com/Anthony84089043/status/1970012758092734923)  2025-09-22T06:30Z [---] followers, [----] engagements


"Mixed start for #asx #uranium stocks today. There seems to be some profit takers from the recent run. $BMN -2.9% $BOE -3.1% $DYL -3.4% $PDN -2.42% $SLX flat Still some positive momentum for $AGE +3.6% $LOT +4.65% $PEN +7.5% will there be more positive news coming Will the US announce further investment into the #nuclear industry this week Rumour has it that there will be more money put towards developing the strategic uranium reserve. If so that should put further momentum into asx listed uranium plays. Let's ride this wave to 2026"  
[X Link](https://x.com/Anthony84089043/status/1972462572814389402)  2025-09-29T00:44Z [---] followers, [---] engagements


"Looks like #uranium #asx stocks are finishing the day off strong with a few minutes of trading left. $AGE +6.9% $BMN +4.3% $LOT +4.44% being the best movers. Still like $LOT and for a speculative play $AGE (Market Cap A$128 million). $LOT has cash in the bank and is already producing U3O8. Many analysts have a price target above 30c We had the last run Sept [----] till about May [----] so can history repeat I truly hope so"  
[X Link](https://x.com/Anthony84089043/status/1972903962300047778)  2025-09-30T05:58Z [---] followers, [----] engagements


"Nice little rebound for #asx #uranium stocks today after a slight pull back yesterday. Finally a big move from $PEN +23.0% on bigger than normal volume. $AGE +6.9% $BMN +3.7% $BOE +4.3% $DYL +4.03% $PDN +5.2% $SLX +5.83% Waiting on some more positive news from the US about the strategic uranium reserve. #energysecurity"  
[X Link](https://x.com/Anthony84089043/status/1973606105227075896)  2025-10-02T04:28Z [---] followers, [----] engagements


"Positive momentum continues for #asx #uranium stocks. Can the run continue into [----] - I sure hope so. Picks still remain the same $AGE $BMN $BOE $DYL $LOT $PDN $PEN $SLX"  
[X Link](https://x.com/Anthony84089043/status/1975701242245763235)  2025-10-07T23:14Z [---] followers, [----] engagements


"What a strong finish to the day for #asx #uranium stocks $AGE +7.14% $BMN +7.63% $BOE +4.17% $DYL +13.53% $PDN +9.57% $PEN +9.4% This is one of the strongest days we have had in years. Can the positive momentum continue to [----]. This might be the start of the next leg up to April/May"  
[X Link](https://x.com/Anthony84089043/status/1977971619948863708)  2025-10-14T05:35Z [---] followers, [----] engagements


"#asx #uranium $DYL shareholders not liking today's announcement that John Borshoff is stepping down as CEO after [--] yrs transforming DYL into an ASX200 uranium player. Stock -16.7% in daily trading"  
[X Link](https://x.com/Anthony84089043/status/1980073452305621315)  2025-10-20T00:47Z [---] followers, [---] engagements


"#uranium #asx stocks continuing the pullback Most stocks down materially from their highs of last week $AGE -7.4% $BMN -5.3% $BOE -4.0% $DYL -16.7% $LOT -4.8% $PDN -3.6% $PEN -5.15% But that is the #uranium game. One of the most volatile sectors I have ever invested in. Patience is the key"  
[X Link](https://x.com/Anthony84089043/status/1980073999599321545)  2025-10-20T00:50Z [---] followers, [----] engagements


"#asx #uranium stocks getting hammered today. There has been a decent pullback over the last couple of sessions where does this end Was positive that the rally could have sustained itself till early [----] but unfortunately that was not the case. Uranium supply/deficit and sector thematic still intact though $age $bmn $dyl $boe $pdn $pen $lot"  
[X Link](https://x.com/Anthony84089043/status/1980789737167417662)  2025-10-22T00:14Z [---] followers, [----] engagements


"Has been a brutal few days for #uranium stocks on the #ASX200 Such a volatile sector. Does this give us the opportunity to top up our holdings The upward trend is always a slow burn while the spiral downwards can happen in a few sessions. Still have conviction $AGE $BMN $DYL $BOE $LOT $PDN $PEN $SLX"  
[X Link](https://x.com/Anthony84089043/status/1983107637249224730)  2025-10-28T09:44Z [---] followers, [----] engagements


"#ASX #Uranium stocks continue it's positive momentum upwards from its recent pullback. Most names in the green this morning $AGE -3.6% $BMN +3.7% $BOE +2.4% $DYL +4.1% $LOT +3.9% $PDN +6.9% $PEN +3.5% $SLX +1.4% With #SPUT still raising cash and with $151 million in the bank it points towards further upside for the #spot price of #uranium. With US investment in #nuclear reactors just announced you would assume that stocks track upwards. Traditionally #ASX uranium stocks trade at discounted rates to their overseas peers. Let's hope for some good news into 2026"  
[X Link](https://x.com/Anthony84089043/status/1983733291133104234)  2025-10-30T03:10Z [---] followers, [----] engagements


"Just another disappointing day for #asx #uranium stocks. The positive momentum that we have seen over the last couple of months have now erased. $AGE - 10.7% $BMN -6.12% $BOE -5.5% $DYL -5.44% $LOT -6.58% $PDN -7.21% $PEN -9.8% Seems like it is a never ending rollercoaster ride"  
[X Link](https://x.com/Anthony84089043/status/1985857515037610458)  2025-11-04T23:51Z [---] followers, [----] engagements


"Nice bounce for #asx #uranium stocks this morning. The last week has seen a significant pull-back. Let's hope we have positive momentum into [----]. $age $bmn $dyl $boe $lot $pdn $pen $slx Good luck to all investors"  
[X Link](https://x.com/Anthony84089043/status/1987686179324711050)  2025-11-10T00:58Z [---] followers, [----] engagements


"#asx #uranium stocks getting slaughtered today. With so much positive news surrounding the industry it is interesting to see such a sharp decline from the last month. Is this another buying opportunity to dollar cost average down Could possibly be a few more days of price pressure downwards so I would assume the smart play is to buy in small parcels. $AGE -3.85% $BMN -7.21% $BOE -3.71% $DYL -6.93% $LOT -7.15% $PDN -3.7% $PEN -8.1% When will this carnage end For seasoned traders you will now understand that this is all part of the game"  
[X Link](https://x.com/Anthony84089043/status/1989110621393285316)  2025-11-13T23:18Z [---] followers, [---] engagements


"slow move upwards for #asx #uranium stocks today. Still a bit of volatility towards the middle of December once Sprott finishes its rebalance. Can we see a steady climb to [--] week highs Hoping that we can achieve this by April-May. Let's see how this pans out $AGE $BMN $BOE $DYL $LOT $PDN $PEN $SLX"  
[X Link](https://x.com/Anthony84089043/status/1994267466210607321)  2025-11-28T04:49Z [---] followers, [---] engagements


"Strong finish for #asx #uranium companies today. A few big ticket items 1) TVA receiving a $400m US grant to accelerate development of SMR 2) China Uranium jumped 200% on debut today showing Chinese interest in uranium stocks is high. China Uranium owns 25% of $PDN Langer Heinrich mine. So many more positives that I have mentioned before. Still early days for the uranium sector with my view being that we will see a peak around [----]. $AGE +4.2% $BMN +6.85% $BOW +6.96% $DYL +4.7% $LOT +3.23% $PDN +5.21% $PEN +5.88% Good luck to all https://twitter.com/i/web/status/1996105040948593067"  
[X Link](https://x.com/Anthony84089043/status/1996105040948593067)  2025-12-03T06:31Z [---] followers, [----] engagements


"#Uranium #ASX equities getting slammed today. $BOE one of the worst with a material downgrade from it's [----] EFS. New study underway to understand the financial impacts. Down over 20% $AGE -2.2% $BMN -7.1% $BOE -21% $DYL -7% $LOT -5.9% $PDN -4.75% $PEN -5.7% #uranium equities never fail to disappoint. For the brave I am sure that one day we can all celebrate a win But for now I guess we have to continue to put up with continual underperformance and disappointment"  
[X Link](https://x.com/Anthony84089043/status/2001434918598148442)  2025-12-17T23:30Z [---] followers, [--] engagements


"Good momentum for the #asx #uranium names today after weeks of negative sentiment. Has the $URNM and $URA rebalance completed $AGE +13.6% $BMN +6.55% $BOE +9.75% after getting smashed yesterday $DYL +7.4% $LOT +7.81% $PDN +8.89% $PEN +3.33% Need to string together a few positive days in a row"  
[X Link](https://x.com/Anthony84089043/status/2001842291795988606)  2025-12-19T02:29Z [---] followers, [---] engagements


"Subdued day for #asx #uranium stocks heading into Christmas. After the recent ETF rebalance we have seen some positive momentum into the last few trading days of the year. Let's hope [----] finally brings some joy to long suffering #uranium investors. $age $bmn $boe $dyl $lot $pdn $pen $slx"  
[X Link](https://x.com/Anthony84089043/status/2003621881463931137)  2025-12-24T00:20Z [---] followers, [---] engagements


"Looking to see what happens with #asx #uranium stocks today as we follow the lead of our #US and #Canadian counterparts. My guess is we have a good day on the market. $AGE $BMN $BOE $PDN $PEN $LOT $DYL $SLX Which stock has the greatest % increase today Hoping we see some continued momentum with $PEN and $AGE and $LOT Good Luck to All https://twitter.com/i/web/status/2007824556191363215 https://twitter.com/i/web/status/2007824556191363215"  
[X Link](https://x.com/Anthony84089043/status/2007824556191363215)  2026-01-04T14:40Z [---] followers, [---] engagements


"Great start to the week for #asx listed #uranium companies. #SPUT has major funds still to deploy so this week could be significant. $AGE $BMN $BOE $DYL $PDN $PEN $LOT $SLX Hopefully this is the week we have been waiting for over the last [--] years"  
[X Link](https://x.com/Anthony84089043/status/2013047935450099799)  2026-01-19T00:36Z [---] followers, [---] engagements


"Good start for #asx #uranium companies today $PDN up 11% on recent announcement that production will meet or exceed projections $LOT had share consolidation which will hopefully lead to increased institutional investment $AGE continuing to climb with major ETF completing its sale of its shares reducing selling pressure Hopeful for $BMN $BOE $DYL $PEN $SLX to also continue trend upwards. #SPUT still has a large amount of cash to push the sector upwards https://twitter.com/i/web/status/2013758355270180885 https://twitter.com/i/web/status/2013758355270180885"  
[X Link](https://x.com/Anthony84089043/status/2013758355270180885)  2026-01-20T23:39Z [---] followers, [---] engagements


"@skysurfer75 @sprott @quakes99 interesting that no cash raised when trading at a premium to NAV Any insights"  
[X Link](https://x.com/Anthony84089043/status/2013764810132066634)  2026-01-21T00:05Z [---] followers, [---] engagements


"$AGE has announced the divestment of its non-core Northern Territory #uranium assets to $DEV Resources for $7.5 million a move that strengthens liquidity reduces cash burn and allows Management to sharpen its focus on the flagship Samphire project in South Australia. Proceeds from the sale will support the Field Recovery Trial accelerated infill and extensional drilling to expand the existing Resource and progress toward securing the Mining Lease. Separately recent index methodology changes and the [--] December [----] rebalance for the #Sprott Uranium Miners ETF (URNM) have created passive"  
[X Link](https://x.com/Anthony84089043/status/1995295037031407987)  2025-12-01T00:53Z [---] followers, [---] engagements


"Strong moves for #asx #uranium stocks today following the lead of our US and Canadian counterparts. $AGE +5.6% $BMN +5.8% $BOE +3.3% $DYL +4.2% $LOT +12.12% $PDN +2.8% $PEN +0.9% Can the momentum continue"  
[X Link](https://x.com/Anthony84089043/status/1996736778200666365)  2025-12-05T00:22Z [---] followers, [----] engagements


"Some nice positive momentum for #asx #uranium stocks today after the ETF rebalance on Friday. We see continued positive movement on most of my favourite picks $AGE +10.9% $BMN +1.2% $BOE -2.9% $DYL +4.7% $LOT -1.3% $PDN +7.2% $PEN +1.5% Let's hope the run continue till end of the first quarter in [----] https://twitter.com/i/web/status/2002903261129671140 https://twitter.com/i/web/status/2002903261129671140"  
[X Link](https://x.com/Anthony84089043/status/2002903261129671140)  2025-12-22T00:45Z [---] followers, [----] engagements


"What an end to the week for #asx #uranium stocks The star of the show has to be $LOT +13.29% $AGE +7.7% $BMN +4.8% $BOE +3% $DYL +1.74% $PEN +6.9% $SLX +5.3% With #SPUT waiting approval for $2 billion ATM and trading at a 9% premium to NAV there should be imminent momentum in the coming weeks. Good luck to all who have stayed in the sector and ridden the volatility. $LOT has finally started to move. I believe there was selling pressure from a fund and also a large investor over the last few months. Now this has been cleared are we going to see a bigger move upwards ahead Is this the moment we"  
[X Link](https://x.com/Anthony84089043/status/2014578748323201125)  2026-01-23T05:59Z [---] followers, [----] engagements


"Slight pullback for #asx #uranium stocks today after a stellar few weeks of trading. $AGE +4.8% and continuing its run upwards $BMN -2.6% $BOE -3.34% $DYL -0.21% $LOT -12.35% $PDN -1% $PEN -3.47% With #SPUT now having activated its US $2 billion prospectus it should provided ample ammunition to keep uranium prices moving higher +0.88% premium to NAV No pounds purchased 891.7k trusts issued = $19.3m raised $162.3m in cash Still think there must be more to run with $LOT. Has been very volatile over the last few weeks. https://twitter.com/i/web/status/2016001426145869839"  
[X Link](https://x.com/Anthony84089043/status/2016001426145869839)  2026-01-27T04:12Z [---] followers, [----] engagements


"Get ready for a big day on the #asx for #uranium stocks. Big gains overnight for uranium #ETF $URA $URNM $URNJ all showing decent gains. #SPUT raising huge amounts of cash the final $ amount should be released soon. Spot price of uranium up $2.25 to $92.25/lb it's highest price in [--] months. $PDN $DYL $BMN $AGE $LOT all near [--] week highs so new levels could be tested today. $BOE $PEN $SLX also still in my personal picks. My strategy is to trim when we hit 52-week highs and top up and dollar cost average down when prices hit below your average. The volatility in the sector has continued since"  
[X Link](https://x.com/Anthony84089043/status/2016275234270408786)  2026-01-27T22:20Z [---] followers, [----] engagements


"What a day so far One of the biggest I have seen in the last [--] years for #asx #uranium stocks $AGE +12.6% $BMN +14.4% $BOE +8.6% $DYL +6.6% $LOT +5.3% $PDN +4.27% $PEN +2.55% $SLX +6.9% With #SPUT +1.63% premium to NAV 9561k trusts issued = $214m raised $323m in cash This is the most unbelievable situation I have seen in my whole [--] years in the sector. $AGE $BMN $DYL $LOT $PDN all hitting [--] week highs today. My thoughts on the sector have been clear throughout. Don't be too greedy and trim some of the gains each time we hit a 52-week high. The market will come back. There is money to be made"  
[X Link](https://x.com/Anthony84089043/status/2016357407639928951)  2026-01-28T03:47Z [---] followers, [----] engagements


"Quiet day for #uranium stocks on the #ASX. What's missing to ignite the rally 🚀 Rising spot/long-term prices 📈 Kazatomprom & Cameco production falling short ⛏ $SPUT trading at a sustained premium 💰 US ramping up energy security investments Clearer signs of a supply deficit 🔍 Which catalyst do you think will hit first 👇 #Investing #NuclearEnergy"  
[X Link](https://x.com/Anthony84089043/status/1876433163662328276)  2025-01-07T00:58Z [---] followers, [----] engagements


"$CCJ and $KAP both have cut production forecasts for [----] $SPUT raising capital #AI demand increasing and #uranium spot price rising to $75.90 per pound #WNA symposium starting is the uranium market entering a "second leg" up with better fundamentals than the first With high volatility and a need for steady and calm investing psychology the uranium sector does offer great asymmetric upside. My picks on the #ASX $age $bmn $boe $dyl $lot $pdn $pen Hoping for a late run in prices to the end of this calendar year https://twitter.com/i/web/status/1963355992122691883"  
[X Link](https://x.com/Anthony84089043/status/1963355992122691883)  2025-09-03T21:38Z [---] followers, [----] engagements


"Great start to the morning for #uranium #asx stocks. Overnight $SPUT purchased another [------] lbs of uranium. $AGE flat $BMN +4.35% $BOE +2.40% $DYL +3.84% $LOT +4.55% $PDN +1.77% $PEN +5.6% $SLX -2.60% #uranium continuing with the positive momentum. Can we replicate what happened between Sept [--] and May [--] I hope so https://twitter.com/i/web/status/1971372030869348804 https://twitter.com/i/web/status/1971372030869348804"  
[X Link](https://x.com/Anthony84089043/status/1971372030869348804)  2025-09-26T00:31Z [---] followers, [---] engagements


"Impressive finish to the day. $AGE +3.45% $BMN +4.35% $BOE +4.83% $DYL 4.79% $LOT +7.14% $PDN +5.88% and the big winner today $PEN +29.0% (up120% from the low of 28c on 15th September) #uranium #asx #energy"  
[X Link](https://x.com/Anthony84089043/status/1973634400035512652)  2025-10-02T06:21Z [---] followers, [---] engagements


"Hmmmm. I thought that yesterday was big but the overnight action on the NA markets tell us otherwise. #uranium #ETF on fire $URA +6.85% $URNM +8.49% $URNJ +10.56% and what about $CCJ +6.45% and $SPUT +6.96% we just have to wait to see how much uranium was purchased and how much cash was raised. The momentum of the uranium trade is the highest I have seen since [----]. #Nuclear fuel brokers just reported a +$7.75 spike in their Spot #Uranium Price to a new 2-year high of $100/lb I have continually supported #asx stocks $AGE $BMN $BOE $DYL $LOT $PDN $PEN $SLX Hang on today"  
[X Link](https://x.com/Anthony84089043/status/2016633589304356947)  2026-01-28T22:04Z [---] followers, [---] engagements


"Waiting with anticipation today after overseas markets moved forward on continued positive sentiment for the #uranium sector. $CCJ $URA $URNM all showing big gains overnight. What a bull run we have seen over the last month. My #ASX favourites remain the same $AGE $BMN $BOE $DYL $LOT $PDN $PEN $SLX Good luck today. Can we see another 5-10% move https://twitter.com/i/web/status/2014088599499841558 https://twitter.com/i/web/status/2014088599499841558"  
[X Link](https://x.com/Anthony84089043/status/2014088599499841558)  2026-01-21T21:31Z [---] followers, [---] engagements

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