# ![@Brennus01 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::17736046.png) @Brennus01 Brennus01

Brennus01 posts on X about $silxy, $slxax, $aspi, $ccj the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::17736046/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17736046/c:line/m:interactions.svg)

- [--] Month [---] -52%
- [--] Months [------] +57%
- [--] Year [------] +382%

### Mentions: [--] [#](/creator/twitter::17736046/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17736046/c:line/m:posts_active.svg)

- [--] Month [--] +67%
- [--] Months [--] +80%
- [--] Year [---] +210%

### Followers: [---] [#](/creator/twitter::17736046/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17736046/c:line/m:followers.svg)

- [--] Month [---] +7.50%
- [--] Months [---] +4.20%
- [--] Year [---] +61%

### CreatorRank: undefined [#](/creator/twitter::17736046/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17736046/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  20% [stocks](/list/stocks)  15% [countries](/list/countries)  11% [cryptocurrencies](/list/cryptocurrencies)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$silxy](/topic/$silxy) 36%, [$slxax](/topic/$slxax) 22%, [$aspi](/topic/$aspi) 15%, [$ccj](/topic/$ccj) #45, [uranium](/topic/uranium) #178, [$7846t](/topic/$7846t) 6%, [in the](/topic/in-the) 5%, [$uuuu](/topic/$uuuu) 5%, [$leu](/topic/$leu) 5%, [scale](/topic/scale) 5%

**Top accounts mentioned or mentioned by**
[@glenuclear](/creator/undefined) [@cameconews](/creator/undefined) [@energy](/creator/undefined) [@capnek123](/creator/undefined) [@unomasreactor](/creator/undefined) [@piterloskot82](/creator/undefined) [@worldnuclear](/creator/undefined) [@aspisotopes](/creator/undefined) [@quakes99](/creator/undefined) [@nackazatomprom](/creator/undefined) [@goldenrock235](/creator/undefined) [@sunvmikey](/creator/undefined) [@holdcomarkets](/creator/undefined) [@stokdog](/creator/undefined) [@mountaingoat672](/creator/undefined) [@hitthebidsayuhh](/creator/undefined) [@misteruppy](/creator/undefined) [@walmart](/creator/undefined) [@canada](/creator/undefined) [@phuketpotato](/creator/undefined)

**Top assets mentioned**
[ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Cameco Corporation (CCJ)](/topic/$ccj) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Centrus Energy Corp. (LEU)](/topic/$leu) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Uranium Energy Corp. (UEC)](/topic/$uec) [The Official [--] Coin (89) (89)](/topic/$89) [MP Materials Corp. (MP)](/topic/$mp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#India #Sweden #USA all have plans to build [--] nuclear reactors (at least) It's a race WHO WILL GET THE FIRST REACTOR BUILT Tell me your pick. #uranium #nuclear #CleanEnergy"  
[X Link](https://x.com/anyuser/status/1981332428754211226)  2025-10-23T12:10Z [---] followers, [--] engagements


"Feels like this could be Black Friday in the markets again. Fed doesn't know enough to cut rates but know enough to call behind-the-scenes emergency meetings. Rally are sold where once dips were bought. Time to be bearish Dear X"  
[X Link](https://x.com/anyuser/status/1991842935957283160)  2025-11-21T12:15Z [---] followers, [--] engagements


"Great quarter reported by $CCJ $CCO.TO Westinghouse is rocking. $CCJ well on its way to becoming the Standard Oil of #uranium"  
[X Link](https://x.com/Brennus01/status/2022298839475196166)  2026-02-13T13:16Z [---] followers, [---] engagements


"$CCJ $CCO.TO guides to 20MM lbs [----] #uranium production & ASP CAD $85 to $89 per lb. Management sounds very bullish on Westinghouse"  
[X Link](https://x.com/Brennus01/status/2022300874476032322)  2026-02-13T13:24Z [---] followers, [---] engagements


"For both #uranium production (U3O8) and #uranium conversion $CCJ $CCO.TO are giving strong guidance that they are holding out for better contract terms. 'You only get one chance to price new production.' $CCJ are holding out for better prices and longer terms"  
[X Link](https://x.com/Brennus01/status/2022308251732443198)  2026-02-13T13:53Z [---] followers, [---] engagements


"@HoldcoMarkets @cameconews Better than solid for sure. $CCJ $CCO @cameconews delivered the goods in a big way this quarter. Big top line beat big earnings beat"  
[X Link](https://x.com/Brennus01/status/1950909588141977847)  2025-07-31T13:21Z [--] followers, [---] engagements


"@stokdog Finally $CCJ $CCO @cameconews really uncorked one on their quarterly earnings release. Big upside beats on the top & bottom line"  
[X Link](https://x.com/Brennus01/status/1950910852061933807)  2025-07-31T13:26Z [--] followers, [---] engagements


"$UUUU #REE #rareearth project Donald just phase I will satisfy 25% of TOTAL USA DEMAND for heavy #RareEarth elements. Here is what $UUUU CEO said:"  
[X Link](https://x.com/Brennus01/status/1953640000744247404)  2025-08-08T02:10Z [--] followers, [----] engagements


"Updated uncovered demand numbers from UxC. #nuclear #uranium $CCJ $UUUU $UEC $SLX.AX For the uranium fuel cycle [----] is like tomorrow and right now is like 11pm"  
[X Link](https://x.com/Brennus01/status/1954177165966413974)  2025-08-09T13:45Z [--] followers, [---] engagements


"@mountaingoat672 @Hitthebidsayuhh @mountaingoat672 they are producing uranium in PRB. I am 100% certain. BUT YOUR POINT IS WELL TAKEN. Maybe I'll send AA & bnicholson an email & ask how the accounting is handled.good catch @mountaingoat672"  
[X Link](https://x.com/Brennus01/status/1954539592859955365)  2025-08-10T13:45Z [--] followers, [--] engagements


"@MisterUppy @MisterUppy can't you buy #silver at @Walmart Or is it not available in @Canada"  
[X Link](https://x.com/Brennus01/status/1954547363491807506)  2025-08-10T14:16Z [--] followers, [--] engagements


"@PhuketPotato No. The under story of the MP Materials deal is trade leverage with China. There is not the same leverage from #uranium. Also $CCJ have said no to this idea in their most recent CC. $CCJ prefer 50/50 cost share. See my recent thread: https://x.com/Brennus01/status/1954185396444954714 5/5 @CamecoNews $CCJ are committed to #enrichment but would like @ENERGY to firm up their support. "the 50/50 cost share of the advanced reactor development program that's a great model for something like GLE" $SILXY $SLX.AX #nuclear #uranium https://x.com/Brennus01/status/1954185396444954714 5/5"  
[X Link](https://x.com/Brennus01/status/1954867915179835770)  2025-08-11T11:30Z [--] followers, [---] engagements


"@capnek123 I'm seeing a lot of financings taking place among Uranium Stox. Typically that is the behaviour of a toppy market sector. What do you think"  
[X Link](https://x.com/Brennus01/status/1955611150303048161)  2025-08-13T12:43Z [--] followers, [---] engagements


"@Sorenthek catch the vibes catch the vibes. Whatever bubbles bubbles up"  
[X Link](https://x.com/Brennus01/status/1963364219778453866)  2025-09-03T22:11Z [--] followers, [---] engagements


"@variance_swap Well you know the answer already but when you are certain about the prospects of a given sector you don't bet on the low risk members. You bet on the marginal members because that's where the greatest returns will be found. Not SPUT. Not $CCJ. Not $NXE"  
[X Link](https://x.com/Brennus01/status/1964374239466967224)  2025-09-06T17:04Z [--] followers, [---] engagements


"@UnoMasReactor Probably not a coincidence that a few days after @ENERGY announces Consortium for Nuclear Fuel Supply Chain $UEC @UraniumEnergy announces a Refining & Conversion venture. Posted at the time that it seemed more than just coincidence"  
[X Link](https://x.com/Brennus01/status/1965038003895800035)  2025-09-08T13:02Z [--] followers, [---] engagements


"In April of [----] I told @AndreasSteno US was recessionary. He said he 'just could not see any' negative data for the economy. Looking back would @AndreasSteno still see no negative data Sometimes it is tough NOT to be fooled by BLS/Fed data"  
[X Link](https://x.com/Brennus01/status/1965828651309740384)  2025-09-10T17:24Z [---] followers, [--] engagements


"Is $NXE overpriced At first look $NXE trades at a premium to Rook I NPV8. But that assumes $0 for PCE (absurd assumption) and USD95/lb U3O8 price in [----] (equally absurd). But.what if this:"  
[X Link](https://x.com/Brennus01/status/1967909978699862094)  2025-09-16T11:14Z [--] followers, [--] engagements


"@ErikSTownsend @ryan_bayliss @ErikSTownsend GLE were invited to bid on @ENERGY LEU RFP. Isn't that a pretty strong indication they are pursuing LEU enrichment That plus the explicit statement that they will produce hundreds kg LEU from their pilot line"  
[X Link](https://x.com/Brennus01/status/1968306117290975543)  2025-09-17T13:28Z [--] followers, [--] engagements


"@InvestorsT96593 can't get 'em all"  
[X Link](https://x.com/Brennus01/status/1970157210966843471)  2025-09-22T16:04Z [--] followers, [--] engagements


"@SStapczynski The middle east will add [---] bcm/yr LNG capacity in the next few years"  
[X Link](https://x.com/Brennus01/status/1971207766103687320)  2025-09-25T13:38Z [--] followers, [--] engagements


"@GLoffelhardt I'd like to see some part of that $900MM go to GLE. Just don't know if the GLE timeline can match up to the Task [--] timeline. Interesting to see two anonymous sources & Nima able to go on the record. 🤔🤫"  
[X Link](https://x.com/Brennus01/status/1971569056512913752)  2025-09-26T13:34Z [---] followers, [--] engagements


"@UnoMasReactor Definitely $LEU will get some luv. I mean after years of saying 'show us the contracts & we'll show you the capacity' $LEU announced the capacity 25sep"  
[X Link](https://x.com/Brennus01/status/1971932509102657741)  2025-09-27T13:38Z [--] followers, [---] engagements


"@dcrainmakerblog This is the kind of mercenary money-grab you are constrained to do if you take private equity munny. You gotta show them the money baby"  
[X Link](https://x.com/Brennus01/status/1974116081704018049)  2025-10-03T14:15Z [--] followers, [--] engagements


"$UUUU convert offering was oversubscribed 6x or 7x according to their CEO. [---] coked up fat men in suits running for the entrance. #uranium #nuclear #RareEarths @CruxInvestor"  
[X Link](https://x.com/Brennus01/status/1976293465945526291)  2025-10-09T14:27Z [--] followers, [----] engagements


"@piterloskot82 @piterloskot82 here's where somebody like you who is very familiear w/ QLE tech can help me. What does QLE enrichment take as input What does QLE enrichment provide as output GLE take as input UF6 & output is UF6. Same for QLE"  
[X Link](https://x.com/Brennus01/status/1976627022597390713)  2025-10-10T12:33Z [--] followers, [---] engagements


"@ArjunNMurti it happened. Sub $60 oil. Not like I thought it would happen but it happened. Luck can be just as profitable as skill. #WTI #Oil #oilandgas #oilprices"  
[X Link](https://x.com/Brennus01/status/1976984383988154654)  2025-10-11T12:13Z [--] followers, [---] engagements


"@capnek123 UStox Merger Mania activate🤪💵"  
[X Link](https://x.com/Brennus01/status/1977706564887654510)  2025-10-13T12:02Z [--] followers, [--] engagements


"@andrewwoodroffe @IRONMANtri Still looks better than Cam's stride. We love you Cam"  
[X Link](https://x.com/Brennus01/status/1977740275813388612)  2025-10-13T14:16Z [--] followers, [--] engagements


"UAE Indonesia.w'sup"  
[X Link](https://x.com/Brennus01/status/1977829936233869613)  2025-10-13T20:12Z [--] followers, [--] engagements


"@capnek123 We have enough uranium.most of it is in the ground but we'll solve that. What we don't have enough of though is enrichment capacity. $LEU and $SILXY will solve that. There are many miners. There are not many enrichers"  
[X Link](https://x.com/Brennus01/status/1798013525656510936)  2024-06-04T15:26Z [--] followers, [---] engagements


"$SILXY Silex Systems confirms what I posted in June: GLE pilot enrichment facility loaded with UF6 tailings for first enrichment cycle. This is [--] months ahead of time. TRL-6 possible by December [----]. Then clock is ticking for $CCJ to exercise their GLE purchase option"  
[X Link](https://x.com/Brennus01/status/1832872421298180232)  2024-09-08T20:03Z [--] followers, [---] engagements


"@leggett_john It's going to be an Enrichment Revolution in the western world economy. Orano. $LEU. 3rd gen enrichment is going to ENRICH my account. $SILXY $ASPI. Laser enrichment will end over/under feeding"  
[X Link](https://x.com/Brennus01/status/1835643257335980405)  2024-09-16T11:33Z [--] followers, [---] engagements


"Enrichment Revolution. Orano GB2 expansion. USD1.8B cost. [--] years to complete. +2.5MM SWU/yr. US most recent capacity: 4.9MM SWU/yr. US current demand: 15MM SWU/yr. To meet +200GW nuke capacity commit: +40MM SWU/yr. $ASPI $SILXY $LEU #EnrichmentRevolution"  
[X Link](https://x.com/Brennus01/status/1835644923699220550)  2024-09-16T11:40Z [--] followers, [---] engagements


"Europe imports [----] tSWU from Russia. Europe and US combined import [----] tSWU from Russia. That has to be replaced w/domestic enrichment before a Russian Uranium ban can work. $LEU $ASPI $SILXY"  
[X Link](https://x.com/Brennus01/status/1922272633376108766)  2025-05-13T12:48Z [--] followers, [---] engagements


"Cameco have the right to purchase an additional 26% of GLE ownership but $SILXY will always maintain a 7%-12% escalating royalty on GLE production"  
[X Link](https://x.com/Brennus01/status/1948361905786994984)  2025-07-24T12:37Z [--] followers, [--] engagements


"Watch for [----] catalysts: 1.) Tech Readiness Level [--] at their pilot facility in Wilmington NC; 2.) Innovative Tech Fund award ($24MM); 3.) DOE LEU Acquisition RFP ($3B available)"  
[X Link](https://x.com/Brennus01/status/1948362878173462634)  2025-07-24T12:41Z [--] followers, [--] engagements


"$SILXY also partnered with @silicon_quantum & UNSW Sydney to enrich Si-28 through the Defence Trailblazer Program. 20kg annual production. Silane (CVD) or epitaxial (sputter) target"  
[X Link](https://x.com/Brennus01/status/1948364820517925150)  2025-07-24T12:49Z [--] followers, [--] engagements


"Once $SILXY ramps to production there are enough tailings for 30yr production run generating 5MM lbs/yr equiv U308. That would make them a world top [--] #uranium mine. But with ZERO exploration risk. The uranium is 💯sitting in DOE @ENERGY cylinders"  
[X Link](https://x.com/Brennus01/status/1948383304950145114)  2025-07-24T14:02Z [--] followers, [---] engagements


"$SILXY @glenuclear generate three very valuable services/products: converted natural uranium #UF6 (NUF6) #LEU & LEU+. NUF6 is 0.7% #LEU is 5% & LEU+ is up to 10% U-235. #nuclear #uranium @ENERGY @cameconews 🧵"  
[X Link](https://x.com/Brennus01/status/1948727789894729894)  2025-07-25T12:51Z [--] followers, [---] engagements


"Enriching UF6 tailings to NUF6 generates 'converted' #uranium. US conversion prices have more than tripled over the past three years. $SILXY @glenuclear PLEF will have sufficient capacity to convert 2MM kgU/yr. At current spot conversion prices that's $138MM/yr"  
[X Link](https://x.com/Brennus01/status/1948728500644708426)  2025-07-25T12:54Z [--] followers, [---] engagements


"(1 of 2) Sometimes when you want to know if somebody is a straight shooter ask them questions you already have the answers to. When I asked $SILXY $SLX.AX how they deliver their Si-28 they said: "Mostly Silane but some customers want sputter targets.""  
[X Link](https://x.com/Brennus01/status/1950157279262622203)  2025-07-29T11:31Z [--] followers, [---] engagements


"$SILXY $SLX.AX explained that most of their customer base use CVD but some use epitaxial deposition. That tells me a lot.Their Si-28 is legit. They know their customer base. They know what they have to deliver. I don't hear that from their competitors"  
[X Link](https://x.com/Brennus01/status/1950157873796759664)  2025-07-29T11:34Z [--] followers, [---] engagements


"@piterloskot82 @capnek123 @Borja Global Laser Enrichment already has land leased at the Paducah Enrichment Facility. GLE also have secured thousands of tons of UF6 tailings from that plant for enrichment. GLE pilot line is fully loaded and enriching. TRL-6 is due at any time now. $SILXY $SLX.AX"  
[X Link](https://x.com/Brennus01/status/1953154939578138928)  2025-08-06T18:03Z [--] followers, [---] engagements


"4/5 @CamecoNews $CCJ are looking for firm demand before committing @glenuclear to additional HALEU & LEU capacity. "We would need to see the appropriate contracting the appropriate pricing" $SILXY $SLX.AX #nuclear #uranium"  
[X Link](https://x.com/Brennus01/status/1954185299653005332)  2025-08-09T14:17Z [--] followers, [---] engagements


"5/5 @CamecoNews $CCJ are committed to #enrichment but would like @ENERGY to firm up their support. "the 50/50 cost share of the advanced reactor development program that's a great model for something like GLE" $SILXY $SLX.AX #nuclear #uranium"  
[X Link](https://x.com/Brennus01/status/1954185396444954714)  2025-08-09T14:18Z [--] followers, [---] engagements


"3rd generation #uranium enrichment such as $SILXY @glenuclear will end over/under feeding in any event. Just a matter of time. Maybe that's why @WorldNuclear decreased focus on that source of 2ndary supply. #nuclear"  
[X Link](https://x.com/Brennus01/status/1965088987045151110)  2025-09-08T16:24Z [--] followers, [---] engagements


"Silex Systems $SILXY $SLX.AX reports that @glenuclear completed collecting data to achieve TRL-6. No announcement from @glenclear yet but THEY ARE PRODUCING LEU #nuclear #uranium #LaserEnrichment"  
[X Link](https://x.com/Brennus01/status/1968279724343595434)  2025-09-17T11:43Z [--] followers, [---] engagements


"@ASPIsotopes & $ASPI experts is this true $SILXY $SLX.AX @glenuclear #nuclear #uranium #LaserEnrichment"  
[X Link](https://x.com/Brennus01/status/1968291046963790214)  2025-09-17T12:28Z [--] followers, [---] engagements


"@DakineJeb @Swedish_uranium Great call @DakineJeb $SLX.AX $SILXY is going to be huge. They will end over/under feeding in the Uranium fuel cycle and end a perpetual royalty from it. Plus sell 20kg/yr Si-28 starting in [----]. What a money machine"  
[X Link](https://x.com/Brennus01/status/1968681277176820164)  2025-09-18T14:19Z [--] followers, [---] engagements


"🧵 1/7 $SLX.AX $SILXY Started Si-28 enrichment development in [----]. In conjunction with UNSW & quantum computer maker SQC. #QuantumComputing #nuclear #uranium $ASPI"  
[X Link](https://x.com/Brennus01/status/1969036903321067607)  2025-09-19T13:52Z [--] followers, [---] engagements


"🧵 2/7 $SLX.AX $SILXY Si-28 enrichment project contemplated [--] stages: 1.) bench verification of enrichment; 2.) Scaled up pilot enrichment; 3.) Full scale enrichment facility. Stage [--] completion targeted for [----]. #QuantumComputing #nuclear #uranium $ASPI"  
[X Link](https://x.com/Brennus01/status/1969037401897959437)  2025-09-19T13:54Z [--] followers, [---] engagements


"🧵 3/7 $SLX.AX $SILXY completed Stage [--] in 1H2020 enriching to 99.95% with their lab-scale bench setup. I think this was the first LIS enrichment of Si-28 at this scale in the world. #QuantumComputing #nuclear #uranium $ASPI"  
[X Link](https://x.com/Brennus01/status/1969037687932788793)  2025-09-19T13:55Z [--] followers, [---] engagements


"🧵 4/7 $SLX.AX $SILXY completed construction of their Si-28 laser enrichment pilot facility in the early months of [----] marking the end of Stage [--] development. #QuantumComputing #nuclear #uranium $ASPI"  
[X Link](https://x.com/Brennus01/status/1969037979894055088)  2025-09-19T13:56Z [--] followers, [---] engagements


"🧵 5/7 $SLX.AX $SILXY announced completion of Stage [--] in December of [----]. Purity increased to 99.995% [--] times purer than what had been widely used in silicon quantum computing at that time. #QuantumComputing #nuclear #uranium $ASPI"  
[X Link](https://x.com/Brennus01/status/1969038295096082517)  2025-09-19T13:58Z [--] followers, [---] engagements


"🧵 6/7 By Jan24 $SLX.AX $SILXY achieved 99.998% Si-28 purity. SQC increased offtake by 150%. $SLX.AX targeted 5-10 kg annual production from their 1st commercial module. CVD Silane & sputter targets were made available to customers. #QuantumComputing #nuclear #uranium $ASPI"  
[X Link](https://x.com/Brennus01/status/1969038843241185777)  2025-09-19T14:00Z [--] followers, [---] engagements


"@CryptoOwly $SLX.AX $SILXY started Si-28 commercialization with UNSW & SQC in [----]. Today Silex have 20kg annual Si-28 production @ 99.998% purity (ultra-pure). UNSW are likely using $SILXY Si-28 manufactured by SQC. See my thread: $ASPI $QuantumComputing https://x.com/Brennus01/status/1969036903321067607 🧵 1/7 $SLX.AX $SILXY Started Si-28 enrichment development in [----]. In conjunction with UNSW & quantum computer maker SQC. #QuantumComputing #nuclear #uranium $ASPI https://t.co/fGW79rI0QC https://x.com/Brennus01/status/1969036903321067607 🧵 1/7 $SLX.AX $SILXY Started Si-28 enrichment"  
[X Link](https://x.com/Brennus01/status/1969798756787794329)  2025-09-21T16:19Z [--] followers, [---] engagements


"@glenuclear CEO makes it clear: GLE enrichment demonstration facility is producing BIG BOY quantities of LEU. Not lab scale. $SILXY $SLX.AX #nuclear #uranium #LaserEnrichment"  
[X Link](https://x.com/Brennus01/status/1970103092743176606)  2025-09-22T12:29Z [--] followers, [---] engagements


"CEO makes it clear: GLE enrichment demonstration facility is producing BIG BOY quantities of LEU. Not lab scale. $SILXY $SLX.AX #nuclear #uranium #LaserEnrichment @glenuclear"  
[X Link](https://x.com/Brennus01/status/1970547797813588172)  2025-09-23T17:56Z [--] followers, [---] engagements


"@quakes99 @thehigg79 @quakes99 gotta read some tea leaves on this one.Urenco did an offering & expanded New Mexico facility. $SLX.AX $SILXY did $140MM to fund PLEF. Centrus executed financing & explicitly said it in their recent release:"  
[X Link](https://x.com/Brennus01/status/1972322284275913193)  2025-09-28T15:27Z [--] followers, [---] engagements


"@UnoMasReactor And you should maybe get to know $SILXY $SLX.AX w/in the next couple days. @glenuclear will end over/under feeding. Just like centrifugal enrichment pretty much ended gaseous diffusion enrichment. #LaserEnrichment #nuclear #uranium"  
[X Link](https://x.com/Brennus01/status/1972338481109373041)  2025-09-28T16:31Z [--] followers, [---] engagements


"@UnoMasReactor @glenuclear independent assessment of TRL-6 came a lot faster than I expected. I wonder if they put a rush on it with an eye on @ENERGY DOE LEU RFP Task Order [--] timing $SILXY is a Task Order [--] dark horse but it could be huge for them"  
[X Link](https://x.com/Brennus01/status/1981342475274113272)  2025-10-23T12:50Z [--] followers, [---] engagements


"@ClayDMontgomery "And he said it will take [--] years to build the centrifuge cascade (once they actually start)." Buy $SILXY"  
[X Link](https://x.com/Brennus01/status/1982510775374856698)  2025-10-26T18:12Z [--] followers, [--] engagements


"@UnoMasReactor DOE LEU RFP Task Order [--] coming right up. GLE stands to be a big winner. (GLE 50/50 $SILXY/$CCJ) Pay attention to GLE CEO quote on this graphic I created:"  
[X Link](https://x.com/Brennus01/status/1983565919348498889)  2025-10-29T16:05Z [--] followers, [---] engagements


"Sold my $ASPI this morning. With all the ridiculous premium accumulated selling options these past several months $ASPI has been a 4x for me. Thanks $ASPI Very much appreciated"  
[X Link](https://x.com/Brennus01/status/1924803272638120019)  2025-05-20T12:23Z [---] followers, [----] engagements


"Solar rollout -- buy silver Grid scale batteries -- buy lithium. #renewables #solar #bess #lithium #silver"  
[X Link](https://x.com/Brennus01/status/1983176448795115942)  2025-10-28T14:18Z [---] followers, [---] engagements


"Markets feel edgy. Is this going to be Black Friday Hope not.but you know what they say about market's and hope"  
[X Link](https://x.com/Brennus01/status/1989305507534749992)  2025-11-14T12:12Z [---] followers, [--] engagements


"Back in May of this year I said you could buy $NXE and get the PCE deposit for free & appended a graphic of PCE with drill holes superimposed. Here is a side-by-side showing what $NXE have done since May. #nuclear #uranium"  
[X Link](https://x.com/anyuser/status/1995546913840541890)  2025-12-01T17:33Z [---] followers, [---] engagements


"$UUUU just knocked the cover off the ball with their year end update. Exceeded production target by 11%. Already processing at 2MM/yr run rate. Whopping 350k uranium produced just in December. 4q25 ASP almost $75/lb. Expect 27MM gross #uranium sales for the quarter"  
[X Link](https://x.com/anyuser/status/2005668103594955195)  2025-12-29T15:51Z [---] followers, [---] engagements


"@aeberman12 😁And if they do they don't have fuel. That's why DOE has billion dollar contracts with LEU for HALEU enrichment. And GLE (50/50 Silex and Cameco) for 3rd generation laser enrichment. US DOE is moving on Uranium & SMR. Don't get left behind @aeberman12"  
[X Link](https://x.com/Brennus01/status/1787471790777733264)  2024-05-06T13:17Z [--] followers, [--] engagements


"Strathmore Plus $SUU $SUUFF hole 151: [-----] lbs U3O8. Hole 147: [-----] lbs of U3O8. Hole [---] [----] lbs U3O8. All 100ft deep ISR. How many of these does it take to justify $15MM market cap 90% holes intersect. Half mill investment drills [---] holes on Agate. #Uranium"  
[X Link](https://x.com/Brennus01/status/1807071825605599394)  2024-06-29T15:21Z [--] followers, [---] engagements


"@OG_TINBARON Even rebels in the Congo couldn't shake me out of this commodity trade. I keep hanging on like RaspuTIN"  
[X Link](https://x.com/Brennus01/status/1890020761559269536)  2025-02-13T12:50Z [--] followers, [--] engagements


"@capnek123 @uraniuminsider Many near term U3O8 producers hold yellowcake to mitigate the risk of schedule slippage. If there is a sudden switch to a lower regulatory burden in North America how much of a risk is that U3O8 'risk inventory' to spot price"  
[X Link](https://x.com/Brennus01/status/1891134184321601756)  2025-02-16T14:34Z [--] followers, [--] engagements


"@AcctNo994 Silex LIS ASPI. Silex (GLE) and LIS both talk about the same path to TRL 1-7. ASPI doesn't talk abou that process. So that is different for sure"  
[X Link](https://x.com/Brennus01/status/1938012824657080811)  2025-06-25T23:13Z [--] followers, [---] engagements


"$SILXY #Uranium enricher up about 10% on strong volume. @StateStreet just filed as a 5% holder. 51%/49% owner of Global Laser Enrichment with @cameconews Cameco. Working with DOE @ENERGY to re-enrich existing UF6 tailings. 🧵"  
[X Link](https://x.com/Brennus01/status/1948359288558116971)  2025-07-24T12:27Z [--] followers, [---] engagements


"@NAC_Kazatomprom $KAP recently guided the market to expect lower [----] production. Estimates vary but probably 6MM to 8MM lbs less than expectations"  
[X Link](https://x.com/Brennus01/status/1961406063174893587)  2025-08-29T12:30Z [--] followers, [--] engagements


"Between @cameconews $CCJ @NAC_Kazatomprom $KAP and #SPUT $U.UN that is starting to add up to a material portion of annual global production. More than 5% Probably something like 7%"  
[X Link](https://x.com/Brennus01/status/1961406205110489194)  2025-08-29T12:30Z [--] followers, [---] engagements


"@WorldNuclear Fuel Report moved 2nd-ary supply due to underfeeding 2nd gen enrichment out of the supply pile. Utilities can rightfully say 'We paid up for enrichment. What's up my bros Where's the capacity forecast' #nuclear #uranium #U3O8 #UEnrichment"  
[X Link](https://x.com/Brennus01/status/1965088133957263613)  2025-09-08T16:21Z [--] followers, [---] engagements


"@goldenrock235 Awesome info. @goldenrock235 you are the greatest"  
[X Link](https://x.com/Brennus01/status/1973057132602810799)  2025-09-30T16:07Z [--] followers, [---] engagements


"@capnek123 @goldenrock235 Put that one on the top shelf @capnek123 Great interview"  
[X Link](https://x.com/Brennus01/status/1975561373108379770)  2025-10-07T13:58Z [--] followers, [---] engagements


"@AfricanLonghorn $UUUU doubles 😬"  
[X Link](https://x.com/Brennus01/status/1978426288420360224)  2025-10-15T11:42Z [--] followers, [---] engagements


"@_mr__creosote_ At the time I made that post my point was NXE was about 20% UNDER-valued at uranium price assumptions I expect will be conservative. I mostly used twitter/x to host the image & on the forum I targeted the post for argued that you get PCE FOR FREE"  
[X Link](https://x.com/Brennus01/status/1984777438686056791)  2025-11-02T00:19Z [--] followers, [--] engagements


"@hchris999 uranium for 2025-2029 delivery is not a new contract. So $CCJ are talking new contracts and you are reading about old contracts"  
[X Link](https://x.com/Brennus01/status/1986088210662047829)  2025-11-05T15:08Z [--] followers, [---] engagements


"@capnek123 $NXE are starting to consistently turn up big holes in PCE. I like consistent economic mineralization in drilling results more than big holes.but consistent big holes is the best of both worlds. #uranium"  
[X Link](https://x.com/Brennus01/status/1995539904776864105)  2025-12-01T17:06Z [--] followers, [---] engagements


"@SunvMikey My warning re: ASPI & uranium enrichment is not that they can't do it. They almost certainly can. The warning is that feedstock to ASPI enrichment train is a form of Uranium that is not part of the current nuclear fuel chain"  
[X Link](https://x.com/Brennus01/status/2003852258329702890)  2025-12-24T15:36Z [--] followers, [---] engagements


"@UnoMasReactor What they need to do is dig a mile deep hole and put a microreactor down there. 🙄 Lots of crazy ideas in the nuke sector right now"  
[X Link](https://x.com/Brennus01/status/2003857393080541526)  2025-12-24T15:56Z [--] followers, [---] engagements


"@dspxce2000 @SunvMikey @dspxce2000 wrong. Silex can deliver enriched silane or sputter targets. Customer choice"  
[X Link](https://x.com/Brennus01/status/2003942012996014144)  2025-12-24T21:33Z [--] followers, [---] engagements


"@ASPIsotopes Congratulations @ASPIsotopes This represents the beginning of a new chapter at $ASPI for sure"  
[X Link](https://x.com/Brennus01/status/2003962912243962303)  2025-12-24T22:56Z [--] followers, [---] engagements


"@quakes99 @quakes99 the canadian effort to court China uranium purchases started in [----] & bore fruit in [----] when CNNC inked a deal with Cameco. Recent developments are a continuation of that partnership. So I don't think that's sending shockwaves John. We all knew 😆"  
[X Link](https://x.com/Brennus01/status/2013608131138367769)  2026-01-20T13:42Z [--] followers, [--] engagements


"If the #uranium sell off is just a knee-jerk reaction to the Cobalt tender cancellation this is a real buying opportunity. Maybe not right at this second but when the selling is exhausted"  
[X Link](https://x.com/Brennus01/status/1979203416430612632)  2025-10-17T15:10Z [---] followers, [---] engagements


"Dear X: This is from Bloomberg. Not some fringe precious metals site. Buy silver. #silver #silversqueeze"  
[X Link](https://x.com/Brennus01/status/1979930373342601381)  2025-10-19T15:19Z [---] followers, [---] engagements


"Congratulations @glenuclear and $SILXY $SLX.AX Independent assessment confirms TRL-6 Generation [--] uranium enrichment is a reality & GLE/Silex are the ONLY GAME IN TOWN #laserenrichment #uranium #nuclear"  
[X Link](https://x.com/anyuser/status/1981339734229340610)  2025-10-23T12:39Z [---] followers, [---] engagements


"Don't become entrenched to the idea that Silex/Cameco/GLE Paducah Laser Enrichment plant is a [----] story. GLE CEO: "we would use DOE LEU RFP Task Order [--] Award to accelerate our plans and pull our commercial dates forward""  
[X Link](https://x.com/anyuser/status/1981723116180033897)  2025-10-24T14:03Z [---] followers, [---] engagements


"Aggressive battery rollout in Australia between now & [----]. Lots of BESS (but #lithium). Lots of solar (but #silver). #battery #solar #bess #cleanenergy"  
[X Link](https://x.com/Brennus01/status/1983187676942753974)  2025-10-28T15:02Z [---] followers, [---] engagements


"Polymer flooding can take a long time even in assets where water flooding timelines are 'normal'. Even in those cases you might have to push a LOT OF POLYMER before positive results are observed"  
[X Link](https://x.com/Brennus01/status/1993339700514636176)  2025-11-25T15:23Z [---] followers, [--] engagements


"Time to re-iterate the NXE value proposition after more stellar PCE drill results today. At triple digit uranium prices NPV8 of Rook I starts to approximate NXE market cap. So you get PCE for free"  
[X Link](https://x.com/anyuser/status/1995492893876969555)  2025-12-01T13:59Z [---] followers, [--] engagements


"$ASPI is down about 35% from my sell point. I said I would revisit the pos'n if there was a pull back (yep) and if the company delivered on revenue promises (any revenue from any isotope). What does the $ASPI community say How much rev does $ASPI generate from isotope sales Sold my $ASPI this morning. With all the ridiculous premium accumulated selling options these past several months $ASPI has been a 4x for me. Thanks $ASPI Very much appreciated. Sold my $ASPI this morning. With all the ridiculous premium accumulated selling options these past several months $ASPI has been a 4x for me."  
[X Link](https://x.com/anyuser/status/1995550709626937513)  2025-12-01T17:48Z [---] followers, [----] engagements


"$ASPI community here are [----] milestones taken from slide #4 of the corporate presentation. I've highlighted some items that were important that may have slipped. Feels like QLE could still be imminent but the rest.not What doe the community think #nuclear #uranium"  
[X Link](https://x.com/Brennus01/status/1995628871363015065)  2025-12-01T22:59Z [---] followers, [----] engagements


"LIS tech #uranium laser enrichment play closes another round of financing. Everybody wanted in. Lot of interested parties turned away at the door"  
[X Link](https://x.com/Brennus01/status/2011087224969052293)  2026-01-13T14:45Z [---] followers, [--] engagements

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