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# ![@FreiburgCoffeeC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1539917102714347520.png) @FreiburgCoffeeC John Galt

John Galt posts on X about $uuuu, $ccj, $efr, pc the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1539917102714347520/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539917102714347520/c:line/m:interactions.svg)

- [--] Week [------] +32%
- [--] Month [------] -8.20%
- [--] Months [-------] +444%
- [--] Year [-------] +4,185%

### Mentions: [--] [#](/creator/twitter::1539917102714347520/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539917102714347520/c:line/m:posts_active.svg)

- [--] Week [--] +19%
- [--] Month [--] +88%
- [--] Months [---] +212%
- [--] Year [-----] +1,544%

### Followers: [-----] [#](/creator/twitter::1539917102714347520/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539917102714347520/c:line/m:followers.svg)

- [--] Week [-----] +1.30%
- [--] Month [-----] +1.50%
- [--] Months [-----] +166%
- [--] Year [-----] +973%

### CreatorRank: [---------] [#](/creator/twitter::1539917102714347520/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539917102714347520/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  17.43% [countries](/list/countries)  13.76% [stocks](/list/stocks)  13.76% [technology brands](/list/technology-brands)  2.75% [travel destinations](/list/travel-destinations)  1.83% [cryptocurrencies](/list/cryptocurrencies)  0.92%

**Social topic influence**
[$uuuu](/topic/$uuuu) 9.17%, [$ccj](/topic/$ccj) 6.42%, [$efr](/topic/$efr) 5.5%, [pc](/topic/pc) 5.5%, [money](/topic/money) 4.59%, [$dnn](/topic/$dnn) 4.59%, [$eu](/topic/$eu) 4.59%, [$nxe](/topic/$nxe) 3.67%, [$boe](/topic/$boe) 2.75%, [australia](/topic/australia) 2.75%

**Top accounts mentioned or mentioned by**
[@johngalt88](/creator/undefined) [@quakes99](/creator/undefined) [@patrickadownes](/creator/undefined) [@capnek123](/creator/undefined) [@praisekek](/creator/undefined) [@energyfuels](/creator/undefined) [@cameconewss](/creator/undefined) [@bannermanenergy](/creator/undefined) [@f3uranium](/creator/undefined) [@isoenergyltd](/creator/undefined) [@premierauraniumor](/creator/undefined) [@bhp](/creator/undefined) [@asmaus](/creator/undefined) [@nexgenenergys](/creator/undefined) [@bossenergy](/creator/undefined) [@compliantvc](/creator/undefined) [@canalaskas](/creator/undefined) [@aeeauraenergys](/creator/undefined) [@culperresearchs](/creator/undefined) [@nexgenenergy](/creator/undefined)

**Top assets mentioned**
[Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Cameco Corporation (CCJ)](/topic/$ccj) [Eaton Vance Senior Floating-Rate Fund (EFR)](/topic/$efr) [Denison Mines Corp (DNN)](/topic/$dnn) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Uranium Energy Corp. (UEC)](/topic/$uec) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [IsoPlexis Corporation (ISO)](/topic/$iso) [BHP Group Limited (BHP)](/topic/$bhp) [Bitcoin (BTC)](/topic/bitcoin) [Ameren, Corp. (AEE)](/topic/$aee) [Microsoft Corp. (MSFT)](/topic/microsoft) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex)
### Top Social Posts
Top posts by engagements in the last [--] hours

"1/23 ⚑🚨 $BOE just pulled the pin on its own long-term mine plan. A uranium producer is basically saying: Stop using our Feasibility Study. πŸ’₯ So is this a speed bump or the moment the market realises the pounds werent real 🎯"  
[X Link](https://x.com/FreiburgCoffeeC/status/2001575632749121693)  2025-12-18T08:49Z [----] followers, [----] engagements


"Did you know that BHP Group's Olympic Dam mine in Australia hosts the world's largest known single uranium deposit where uranium is produced as a byproduct of copper mining (contributing 25% of revenue) alongside gold and silver"  
[X Link](https://x.com/FreiburgCoffeeC/status/2004102084468396550)  2025-12-25T08:09Z [----] followers, [----] engagements


"1/10 Is @IsoEnergyLtd quietly positioning for @PremierAUraniumor just buying a U.S. uranium option A small-looking share deal may be a much bigger signal about timing leverage and what comes next. $ISO $ISOU #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/2010982290965561773)  2026-01-13T07:48Z [----] followers, [----] engagements


"1/10 ⚑🚨 The uranium markets sleeping giant isnt a junior its $BHP @bhp. Olympic Dam sits on the worlds largest uranium orebody ☒ Yet most investors barely price it. 🎯πŸ”₯ So whats being overlooked"  
[X Link](https://x.com/FreiburgCoffeeC/status/2015878927034810629)  2026-01-26T20:06Z [----] followers, [----] engagements


"@PraiseKek In hindsight I should have just bought Cameco and called it a day"  
[X Link](https://x.com/FreiburgCoffeeC/status/2016947177189437646)  2026-01-29T18:50Z [----] followers, [---] engagements


"1/10 ⚑🚨 Is $UUUU secretly building a non-China MAGNET supply chain or just stacking press releases 🎯πŸ”₯ @Energy_Fuels wants Utah Korea to become the new rare-earth corridor πŸ’₯ And buying @ASM_aus is the missing link. Heres the chain everyones watching β›“"  
[X Link](https://x.com/FreiburgCoffeeC/status/2017244697513660834)  2026-01-30T14:33Z [----] followers, [----] engagements


"1/10 ⚑🚨 A world-class uranium mine can get stopped by paperwork. πŸ’₯ Can Indigenous interventions stall @NexGenEnergy_s Rook I and squeeze a tight uranium market even tighter 🎯πŸ”₯ Heres the part most investors dont price"  
[X Link](https://x.com/FreiburgCoffeeC/status/2019755804249731343)  2026-02-06T12:51Z [----] followers, [----] engagements


"Fun fact: $NXE could actually rip higher precisely because it doesnt hit those production numbers. Missing the targets would trigger a brutal uranium short squeeze. So if this report is right it would send the stock (and probably the whole sector) flying and absolutely wreck the hedge fund thats short. Not sure they fully thought this one through. https://twitter.com/i/web/status/2020046330211573927 https://twitter.com/i/web/status/2020046330211573927"  
[X Link](https://x.com/FreiburgCoffeeC/status/2020046330211573927)  2026-02-07T08:05Z [----] followers, [---] engagements


"@Boss_Energy ( $BOE ): Director Joanne Palmer bought [----] shares on-market at A$1.76 (modest increase in insider ownership). https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/79782/boss-energy-director-joanne-palmer-increases-stake-through-on-market-share-purchase/ https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/79782/boss-energy-director-joanne-palmer-increases-stake-through-on-market-share-purchase/"  
[X Link](https://x.com/FreiburgCoffeeC/status/2020362824392823178)  2026-02-08T05:03Z [----] followers, [---] engagements


"@PraiseKek Is resignation still a thing nowadays :D"  
[X Link](https://x.com/FreiburgCoffeeC/status/2020804631731859895)  2026-02-09T10:19Z [----] followers, [---] engagements


"@quakes99 $UEC will become the meme stock it was always meant to be πŸ˜‚"  
[X Link](https://x.com/FreiburgCoffeeC/status/2021419786748801347)  2026-02-11T03:03Z [----] followers, [---] engagements


"@compliantvc More efficient government in Italy πŸ˜‚ I guess you never been to South Europe πŸ˜‚"  
[X Link](https://x.com/FreiburgCoffeeC/status/2022269280151040178)  2026-02-13T11:19Z [----] followers, [---] engagements


"@patrickadownes Let's face it. People are chasing "magic Internet money". There is no interest in mining because bitcoin and tech is working so much better. I guess we will have to be patient"  
[X Link](https://x.com/anyuser/status/1864203585434607747)  2024-12-04T07:02Z [----] followers, [----] engagements


"1/24 ⚑🚨 What if Canada is hiding the *next Cameco* under its frozen forests A uranium deposit so rich it maxes out radiation meters. and a second discovery that could turn one mine into a district. Is NexGen Energy about to rewrite nuclear history πŸ”₯πŸ’₯ #uranium $NXE"  
[X Link](https://x.com/anyuser/status/1961064742295912868)  2025-08-28T13:54Z [----] followers, 13.9K engagements


"3/24 Why you should care: Uranium isnt oil. Theres no open the tap. Projects are few complex and slow. When one stumbles the whole market feels itbecause price is made at the margin πŸͺ™"  
[X Link](https://x.com/anyuser/status/1961260147009003715)  2025-08-29T02:50Z [----] followers, [---] engagements


"12/24 Even Kazakhstanthe 800-lb gorillaflagged lower volumes ahead. When the biggest producer blinks the market listens. One tug on the web tightens every strand. πŸ•Έ #Uranium"  
[X Link](https://x.com/anyuser/status/1961260177476223321)  2025-08-29T02:50Z [----] followers, [---] engagements


"1/10 Why is @cameconewss cheque so small in @CanAlaskas [----] program and does it mean Cameco isnt interested Heres the twist: the small cheque is mostly ownership math not sentiment and it changes how you should read CVVs risk. $CVV $CCO #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/2008851464274546711)  2026-01-07T10:41Z [----] followers, [----] engagements


"1/10 What could sink @aee_auraenergys Oviken mine before it even starts $AEE Everyone thinks this is a metals story. Sweden is treating it like a drinking-water story and that changes everything"  
[X Link](https://x.com/FreiburgCoffeeC/status/2010409927555391514)  2026-01-11T17:54Z [----] followers, [----] engagements


"1/23 ⚑🚨 $FUU just dropped a maiden uranium resource and then moved the drill bit away. 😳 Brilliant capital-cycle move or quiet abandonment πŸ”₯πŸ‘‡"  
[X Link](https://x.com/FreiburgCoffeeC/status/2003328698414694911)  2025-12-23T04:55Z [----] followers, [----] engagements


"Heres my take on what could capor derailthe uranium bull market. Most risks wont matter this cycle but if certain technologies scale and byproduct uranium grows it could pressure the thesis at the margin. Threads + article linked below πŸ‘‡πŸΌ #Uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/2011838595263578419)  2026-01-15T16:31Z [----] followers, [----] engagements


"Here's my deep dive into @CulperResearch's @NexGenEnergy_ short report. It took me a while to check and cross-reference it with $nxe's feasibility study. I hope it's useful. #uranium https://t.co/91OClS9ZMX https://t.co/91OClS9ZMX"  
[X Link](https://x.com/FreiburgCoffeeC/status/2020570851863650597)  2026-02-08T18:50Z [----] followers, [----] engagements


"🚨 @Lotus_Resources $LOT just produced 70.1k lbs of UO and then raised A$76m at A$2.15. That combo made me dig into the quarterly line by line: - drums sales until converter qualification clears - acid was a real constraint not a footnote - pre-production costs are creeping (US$15.2m vs US$10.6m budget) If youre a shareholder this is the kind of update where the wording matters as much as the numbers. https://t.co/Qzu4qHrf3c https://t.co/Qzu4qHrf3c"  
[X Link](https://x.com/FreiburgCoffeeC/status/2021280025677533374)  2026-02-10T17:48Z [----] followers, [----] engagements


"China just locked up 60% of a future uranium mines pounds before its even built. ⚑☒ My latest deep dive on @BannermanEnergy $BMN: the Etango JV with CNOL what it really changes for shareholders and why pounds going east could tighten the squeeze on western utilities. πŸŒπŸ“‰βž‘ https://t.co/zyx90JohsB https://t.co/zyx90JohsB"  
[X Link](https://x.com/FreiburgCoffeeC/status/2022019006434001153)  2026-02-12T18:44Z [----] followers, [----] engagements


"🚨 @cameconewss [----] results look great on the surface but most shareholders will misunderstand what they own. CCJ isnt just a uranium miner. Its a contract machine. In a spike that matters. I broke down the [--] numbers that change the thesis + the risks nobody models (ceilings purchases/loans conversion bottlenecks capex gravity). $CCJ $CCO #uranium https://t.co/6b96cQpMOS https://t.co/6b96cQpMOS"  
[X Link](https://x.com/FreiburgCoffeeC/status/2022409281551863971)  2026-02-13T20:35Z [----] followers, [----] engagements


"@quakes99 Don't worry they can always top up on the spot market πŸ˜‚πŸ˜‚πŸ˜‚"  
[X Link](https://x.com/FreiburgCoffeeC/status/1752958234640490621)  2024-02-01T07:33Z [----] followers, [----] engagements


"@quakes99 πŸ₯³πŸ₯³πŸ₯³πŸ₯³πŸ₯³ if global doesn't go up Monday I'll cry"  
[X Link](https://x.com/FreiburgCoffeeC/status/1761433287405248763)  2024-02-24T16:49Z [----] followers, [---] engagements


"@moniology It's fascinating to see that when the broader market is on an uptrend uranium stays flat but during market downturns it takes a nosedive about 4x more than the market's decline πŸ“ˆπŸ“‰ #UraniumTrends #MarketInsights"  
[X Link](https://x.com/FreiburgCoffeeC/status/1823419860849688837)  2024-08-13T18:02Z [----] followers, [---] engagements


"14/24 Why prices jump on low volume: the spot indicators track the last deals not the whole market. If the urgent buyer pays up the benchmark resetsthen sellers re-price higher. Staircase up elevator down. πŸͺœπŸ›—"  
[X Link](https://x.com/FreiburgCoffeeC/status/1961260183574728966)  2025-08-29T02:50Z [----] followers, [---] engagements


"1/4 βš‘πŸ”’ Microsoft joined @WorldNuclear. Thats not PRits positioning. In the AI race the scarce advantage isnt a modelits what happens behind closed doors. $MSFT #AI #nuclear"  
[X Link](https://x.com/FreiburgCoffeeC/status/1963272375975186823)  2025-09-03T16:06Z [----] followers, [----] engagements


"1/23 🚨πŸ”₯ Bannerman Energy $BMN @BannermanEnergy just inked its FIRST uranium offtake deals with Tier-1 utilities but heres the twist: they dont deliver until [----] and include a shocking 10% FLEX clause 😱⚑ What does it mean in a sellers market #uranium #nuclear"  
[X Link](https://x.com/FreiburgCoffeeC/status/1963857563482497115)  2025-09-05T06:51Z [----] followers, [----] engagements


"@derekquick1 The smart thing would be to take the money and buy from the spot market. Getting cheap pounds and pushing the price up so you can sell those same pounds for a profit"  
[X Link](https://x.com/anyuser/status/1605188666397425664)  2022-12-20T13:09Z [----] followers, [----] engagements


"@Ugames_kilo Stephen G. Roman from global Atomic bought a lot a month ago"  
[X Link](https://x.com/anyuser/status/1636771907185041410)  2023-03-17T16:50Z [----] followers, [---] engagements


"@UraniumSteve Feels like nvidia discovered the biggest uranium deposit ever πŸ˜‚πŸ˜‚πŸ˜‚"  
[X Link](https://x.com/anyuser/status/1663551755039444997)  2023-05-30T14:23Z [----] followers, [---] engagements


"@BecomeAManAgain Why How much are you charging πŸ˜‚"  
[X Link](https://x.com/anyuser/status/1725207220374102161)  2023-11-16T17:40Z [----] followers, [----] engagements


"@capnek123 I stopped talking about it because people thought I'm crazy πŸ˜… Only my parents believed me and gave me some money to invest for them. They are up 40%"  
[X Link](https://x.com/anyuser/status/1733530479968612478)  2023-12-09T16:54Z [----] followers, [---] engagements


"@hkuppy It's all by design. I barely recognise the town (in Germany) I live in. I felt safer [--] years ago"  
[X Link](https://x.com/anyuser/status/1737166293323620548)  2023-12-19T17:41Z [----] followers, [---] engagements


"@capnek123 Bull market is over guys πŸ˜‚ Time to sell and but nvidia πŸ˜‚"  
[X Link](https://x.com/anyuser/status/1760997446002315612)  2024-02-23T11:58Z [----] followers, [---] engagements


"@patrickadownes I love when a "correction" corrects all my profits back to zero πŸ˜ƒ"  
[X Link](https://x.com/anyuser/status/1816325094785835017)  2024-07-25T04:10Z [----] followers, [---] engagements


"@patrickadownes I love how uranium never follows the broad market up like that but on the way down we double down πŸ˜‚ #uranium #investing #trading"  
[X Link](https://x.com/anyuser/status/1820345333295010005)  2024-08-05T06:25Z [----] followers, [---] engagements


"@jessebday I always thought that it would be much smarter to steal the mine after $GLO financed and build it. Why bother now"  
[X Link](https://x.com/anyuser/status/1864695653294543262)  2024-12-05T15:37Z [----] followers, [----] engagements


"@capnek123 I anticipate minimal utility activity until September as personnel will likely prioritize summer vacations"  
[X Link](https://x.com/anyuser/status/1923428876706779177)  2025-05-16T17:22Z [----] followers, [---] engagements


"9/ Follow for more deep dives into under-the-radar #uranium stocks critical minerals and real asset geopolitics. Your edge is knowing before the crowd. $FSY $CCJ $NXE $DNN $PDN $BOE #UraniumSector #ContrarianInvesting #MacroTrades"  
[X Link](https://x.com/FreiburgCoffeeC/status/1952659071468749143)  2025-08-05T09:12Z [----] followers, [---] engagements


"12/ 🧱 On the technical side: A new 43-101 resource update was filed in May [----]. It reinterprets earlier drill data & tightens the model. Confidence up βœ… Capex still outdated ❌ #Norasa #UraniumMining"  
[X Link](https://x.com/FreiburgCoffeeC/status/1952672077363712343)  2025-08-05T10:04Z [----] followers, [--] engagements


"🧡Thread: Is $FUU (F3 Uranium) the Next Big Uranium Discovery or a Dilution-Driven Hope Trade Lets break down the fundamentals of F3 Uranium from geology to NAV to management moves so you can decide if its worth your money. A deep dive for serious #Uranium investors:"  
[X Link](https://x.com/anyuser/status/1952712875660681294)  2025-08-05T12:46Z [----] followers, [----] engagements


"1/ 🚦Where $PDN is now: From restart story to operate & ship story. Namibias Langer Heinrich is producing again and building long-term sales. #Uranium #Nuclear #Mining #PDN"  
[X Link](https://x.com/anyuser/status/1954398756696109231)  2025-08-10T04:25Z [----] followers, [----] engagements


"1/ 🚨 Energy Fuels Deep Dive The U.S. Uranium Wild Card A thread on their production reality mill capacity and what could make or break their role in the uranium bull market. 🧡 $UUUU $EFR #Uranium #NuclearEnergy #Commodities"  
[X Link](https://x.com/anyuser/status/1954532524467667070)  2025-08-10T13:17Z [----] followers, 26.3K engagements


"2/ 🏭 The Big Asset: Energy Fuels ($UUUU $EFR) owns the White Mesa Mill the ONLY conventional uranium mill operating in the U.S. ⚑ Licensed for 8+ million lbs/year UO capacity. πŸ’‘ But heres the catch capacity production"  
[X Link](https://x.com/anyuser/status/1954532527047115209)  2025-08-10T13:17Z [----] followers, [----] engagements


"4/ πŸ’Ž The Crown Jewel: Pinyon Plain Mine extremely high-grade (0.91.0% UO). Mine life [--] months at current plan (1.5M lbs total). Without it production could collapse"  
[X Link](https://x.com/anyuser/status/1954532532264812633)  2025-08-10T13:17Z [----] followers, [----] engagements


"5/ πŸ›  Backup Plan: Other assets: La Sal Complex (lower grade) Nichols Ranch ISR (idle needs new wellfields) Exploration ground in UT CO AZ (years away from production)"  
[X Link](https://x.com/anyuser/status/1954532535221760446)  2025-08-10T13:17Z [----] followers, [----] engagements


"6/ πŸ“¦ Supplementary Feed: Theyre topping up the mill with: Toll-milling deal with IsoEnergy ($ISO.V $ISENF) Ore purchase from Western Uranium & Vanadium ($WUC.CN $WSTRF) Alternate feed & cleanup materials"  
[X Link](https://x.com/anyuser/status/1954532538073878878)  2025-08-10T13:17Z [----] followers, [----] engagements


"7/ πŸ”„ The Risk: EFs uranium pipeline is short-lived unless: [--] They extend Pinyon Plain (Juniper Zone drilling) [--] Restart ISR at Nichols Ranch [--] Buy mines near White Mesa [--] Lock in bigger long-term ore supply deals"  
[X Link](https://x.com/anyuser/status/1954532540976349690)  2025-08-10T13:17Z [----] followers, [----] engagements


"8/ 🎯 Likely M&A Targets: IsoEnergy ($ISO.V $ISENF) already tolling to EFs mill Western Uranium & Vanadium ($WUC.CN $WSTRF) Sunday Mine Complex Anfield Energy ($AEC.V $ANLDF) UT mines + mill All close to White Mesa & permitted/near-permitted"  
[X Link](https://x.com/anyuser/status/1954532543539093678)  2025-08-10T13:17Z [----] followers, [----] engagements


"9/ πŸ“ˆ The Bull Market Question: Can $UUUU $EFR fully profit from a long uranium bull Short answer: Not without more mines. Mill capacity is huge but reserves are small. Without action they could peak early in the cycle"  
[X Link](https://x.com/anyuser/status/1954532546399686935)  2025-08-10T13:17Z [----] followers, [----] engagements


"10/ 🧠 Takeaway: Energy Fuels ($UUUU $EFR) has strategic infrastructure high-grade ore (for now) and optionality in REEs. But the uranium production runway is short unless they secure new feed fast"  
[X Link](https://x.com/anyuser/status/1954532549872500758)  2025-08-10T13:17Z [----] followers, [----] engagements


"πŸ’¬ Whats your take should $UUUU focus on acquisitions exploration or just maximizing toll-milling #UraniumStocks #NuclearFuel #EnergySecurity #Mining #Commodities"  
[X Link](https://x.com/anyuser/status/1954532552342970786)  2025-08-10T13:17Z [----] followers, [----] engagements


"1/14 🚨 Deep dive recap: NexGen Energy and the Arrow projectwhat matters whats risky and where the upside could come from. Short punchy no hype. $NXE #uranium #nuclear #mining #Athabasca"  
[X Link](https://x.com/anyuser/status/1955171826490900976)  2025-08-12T07:37Z [----] followers, [----] engagements


"βš› Nigers Uranium Wildcard: Global Atomics JV Puzzle Nigers politics Canadas rules and global uranium demand are colliding. Heres whats really at stake for $GLO.TO and the Dasa project and who could be the surprise JV partner. πŸ§΅πŸ‘‡ #Uranium #Nuclear #U3O8 #MiningStocks"  
[X Link](https://x.com/anyuser/status/1955507951785087325)  2025-08-13T05:53Z [----] followers, 12.2K engagements


"πŸ”„ UPDATE: Denisons Convertible Note Offering Now BIGGER $DNN has priced & upsized its raise from $250M $300M. Heres what changed & why it matters πŸ‘‡ #Uranium #MiningStocks #NuclearEnergy $DNN"  
[X Link](https://x.com/anyuser/status/1955600934035423308)  2025-08-13T12:02Z [----] followers, [----] engagements


"5/ πŸ” Why It Matters Larger raise = stronger cash runway High conversion premium shows confidence in upside Capped calls still limit dilution But debt & execution risks remain. #MiningStocks #NuclearEnergy $DNN"  
[X Link](https://x.com/anyuser/status/1955600949705335078)  2025-08-13T12:02Z [----] followers, [---] engagements


"1/ 🟑 CAMECO DEEP DIVE $CCJ $CCO.TO is more than just a uranium miner its a *vertically integrated nuclear fuel supplier* with tier-1 assets conversion capacity enrichment optionality and a stake in Westinghouse. #Uranium #NuclearEnergy #Investing"  
[X Link](https://x.com/anyuser/status/1955873537668923678)  2025-08-14T06:06Z [----] followers, [----] engagements


"πŸ’° Denison Closes US$345M Convertible Senior Notes Offering ⚑ Fresh capital positions $DNN for next phase of #Uranium growth and project advancement. #Uranium #NuclearEnergy #EnergySecurity https://www.prnewswire.com/news-releases/denison-announces-closing-of-us345-million-convertible-senior-notes-offering-302531337.html https://www.prnewswire.com/news-releases/denison-announces-closing-of-us345-million-convertible-senior-notes-offering-302531337.html"  
[X Link](https://x.com/anyuser/status/1956525298599797117)  2025-08-16T01:15Z [----] followers, [---] engagements


"1/ 🟑 CAMECO PRODUCTION PIPELINE Cameco runs one of the most strategic uranium portfolios in the West producing mines restart-ready assets shelved mega-projects & JV exploration bets. $CCJ $CCO.TO #Uranium #NuclearEnergy #Investing #MiningStocks #EnergySecurity"  
[X Link](https://x.com/anyuser/status/1956709189276840401)  2025-08-16T13:26Z [----] followers, 11.5K engagements


"0/ βš› BIG MOVE: enCore $EU expands Alta Mesa with Tacubaya land grab πŸš€ [----] new acres right next to its uranium plant. Aggressive drilling starts soon. Heres why this could be a game-changer 🧡 #Uranium #Nuclear #U3O8"  
[X Link](https://x.com/anyuser/status/1957408956655034625)  2025-08-18T11:47Z [----] followers, [----] engagements


"1/ enCore $EU grabs [----] acres (Tacubaya) beside Alta Mesa CPP (18.08.25). Immediate adjacency = plug-and-play expansion into existing ISR facility. #Uranium #EnergySecurity #Nuclear"  
[X Link](https://x.com/anyuser/status/1957408959955931275)  2025-08-18T11:47Z [----] followers, [---] engagements


"2/ Geology: stacked roll-front sands (A B Middle C Lower C) first drilled by Chevron in the 1970s. Right on trend with productive wellfields. #U3O8 #UraniumMining"  
[X Link](https://x.com/anyuser/status/1957408963277848654)  2025-08-18T11:47Z [----] followers, [---] engagements


"3/ JV setup: Alta Mesa is 70% enCore (operator) 30% Boss Energy $BOE.AX. Tacubaya falls under the same partnership. #UraniumStocks #Mining"  
[X Link](https://x.com/anyuser/status/1957408966490665393)  2025-08-18T11:47Z [----] followers, [---] engagements


"4/ Drilling blitz: [---] holes starting Oct [----]. Two rigs at launch ramping to four. Clear intent to fast-track wellfield expansion. #NuclearEnergy #Exploration"  
[X Link](https://x.com/anyuser/status/1957408969825079598)  2025-08-18T11:47Z [----] followers, [---] engagements


"5/ Production momentum: Alta Mesa June avg hit [----] lb/day (vs [----] in April). Costs down to $59/lb from $101/lb in H1/24. Scaling = stronger economics. #U3O8 #Mining"  
[X Link](https://x.com/anyuser/status/1957408973411270899)  2025-08-18T11:47Z [----] followers, [---] engagements


"7/ Policy tailwind: enCore secured RML extension for Upper Spring Creek (satellite IX plant). Texas regulators keeping the door open for more ISR capacity. #EnergySecurity #Uranium"  
[X Link](https://x.com/anyuser/status/1957408980164038878)  2025-08-18T11:47Z [----] followers, [---] engagements


"8/ ⚑ Final Take Tacubaya = fresh feed + lower costs + aggressive drilling = Alta Mesa super-sized. Question is whether Bosss struggles drag or fuel enCores momentum. Whats your takebreakout or speed bump Share if youre watching uraniums next big step. #U3O8 $EU $BOE.AX"  
[X Link](https://x.com/anyuser/status/1957408983301382443)  2025-08-18T11:47Z [----] followers, [---] engagements


"βš™ GOVIEX DEAL RECAP GoviEx Uranium $GXU just pulled off a reverse takeover (RTO) of Tombador Iron in Australia. Why it matters: instant ASX listing + A$10.4M cash injection. Heres the breakdown 🧡 #Uranium #Mining"  
[X Link](https://x.com/anyuser/status/1957437439531774105)  2025-08-18T13:40Z [----] followers, [----] engagements


"Shares of Energy Fuels ( $UUUU ) dropped hard today and yet no real news explains it. If youre uneasy about your holdings my deep dive from last week might give you clarity πŸ‘‡πŸΌ #KnowWhatYouOwn #Uranium #Nuclear https://x.com/FreiburgCoffeeC/status/1954532524467667070t=Es7p-CjkSH8mZ5eVPNDzeg&s=19 1/ 🚨 Energy Fuels Deep Dive The U.S. Uranium Wild Card A thread on their production reality mill capacity and what could make or break their role in the uranium bull market. 🧡 $UUUU $EFR #Uranium #NuclearEnergy #Commodities https://t.co/T4VyeUSbXK"  
[X Link](https://x.com/anyuser/status/1957897260588470537)  2025-08-19T20:07Z [----] followers, [----] engagements


"1/ ⚠ enCore Energy ($EU) just announced a $75M convertible note deal due [----]. Lets unpack what that means for uranium investors 🧡 #Uranium #NuclearEnergy #Mining"  
[X Link](https://x.com/anyuser/status/1957902097569181821)  2025-08-19T20:26Z [----] followers, [----] engagements


"11/ ❓Whats your viewsmart financing move or future dilution risk If this breakdown helped share it with others. #Uranium #Mining #Investing"  
[X Link](https://x.com/anyuser/status/1957902131886977040)  2025-08-19T20:26Z [----] followers, [---] engagements


"Same playbook as Denison πŸ‘‡πŸΌ #Uranium #Nuclear #Mining #CleanEnergy #FuelTheFuture $DNN $DML $EU $ENCUF 1/ ⚠ enCore Energy ($EU) just announced a $75M convertible note deal due [----]. Lets unpack what that means for uranium investors 🧡 #Uranium #NuclearEnergy #Mining https://t.co/HC9ZMp9h5v 1/ ⚠ enCore Energy ($EU) just announced a $75M convertible note deal due [----]. Lets unpack what that means for uranium investors 🧡 #Uranium #NuclearEnergy #Mining https://t.co/HC9ZMp9h5v"  
[X Link](https://x.com/anyuser/status/1958113773241147588)  2025-08-20T10:27Z [----] followers, [----] engagements


"0/ βš› RUSSIAS NUCLEAR CHAMPION: Rosatom is the Kremlins nuclear powerhouse. From Siberian uranium mines to reactor exports abroad heres how Moscow plans to fuel its own reactors & shape global energy markets. 🧡 #Uranium #Russia $KAP.L"  
[X Link](https://x.com/anyuser/status/1958182266082832477)  2025-08-20T15:00Z [----] followers, [----] engagements


"Great news for Energy Fuels ( $UUUU / βš› Today Ill release a deep dive on Rare Earths and tomorrow a dedicated thread on Energy Fuels REE strategy. Follow me so you don't miss it. #RareEarths #Uranium #Mining http://EFR.TO http://EFR.TO"  
[X Link](https://x.com/anyuser/status/1958480509639503900)  2025-08-21T10:45Z [----] followers, [----] engagements


"0/ 🌍 RARE EARTHS [---] 🧡 China controls them. EVs turbines & smartphones need them. Without them the energy transition stalls. But theyre not actually rare. Lets unpack the metals running the 21st century #RareEarths #EVs #Mining"  
[X Link](https://x.com/anyuser/status/1958515606010937434)  2025-08-21T13:04Z [----] followers, [----] engagements


"1/ 🚨 Breaking: Korea Hydro & Nuclear Power (KHNP) is in talks with Westinghouse to enter the U.S. nuclear market. βš› If it happens America could tap the worlds fastest & most cost-efficient reactor builders. Heres why it matters 🧡 #Nuclear #Energy $CCJ $UEC"  
[X Link](https://x.com/anyuser/status/1958599448713732245)  2025-08-21T18:37Z [----] followers, [----] engagements


"1/24 πŸš¨βš› BREAKING: Kazatompromworlds largest uranium producerjust yanked 8M lbs from [----] (85M77M). If you own uranium your playbook just changed. Thread πŸ‘‡ #Uranium #Nuclear $KAP"  
[X Link](https://x.com/anyuser/status/1958785504582701141)  2025-08-22T06:57Z [----] followers, 26.5K engagements


"1/23 ⚑πŸ”₯ What if a fenced patch outside Whyalla decides whether Australia reclaims a place on the nuclear map Alligator Energy (ASX: AGE) is about to run a [--] month uranium trialquietly with pumps and spreadsheets. Ready to peek behind the fence 🚨 #uranium #nuclear $AGE.AX"  
[X Link](https://x.com/anyuser/status/1959841146785427889)  2025-08-25T04:51Z [----] followers, [----] engagements


"1/10 ⚑🚨 BREAKING: Americas rare-earth magnet chain just got real Energy Fuels ( $UUUU / $EFR) + Vulcan Elements sign an MOU to validate U.S.-sourced NdPr/Dy in U.S. magnets; first validation ships Q4 [--]. 🧲🏭 #RareEarths #Magnets #MadeInUSA @Energy_Fuels"  
[X Link](https://x.com/anyuser/status/1960299823720018249)  2025-08-26T11:14Z [----] followers, 11.1K engagements


"1/24 ⚑🚨 What if Americas rare-earth independence hinges on a 45-year-old uranium mill in the Utah desert Shockingbut true. A single site is trying to turn beach sand into strategic oxides that power EVs turbines & jets. Curious how Read on. πŸ”πŸ”₯ #rareearths $UUUU"  
[X Link](https://x.com/anyuser/status/1960378220995281208)  2025-08-26T16:26Z [----] followers, 11.6K engagements


"24/24 If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1960378304751337586)  2025-08-26T16:26Z [----] followers, [---] engagements


"1/24 ⚑🚨 Niger just flipped the nuclear chessboard. Russias @rosatom inked a civil-nuclear deal with Niameywhile France lawyered up and the U.S. stepped back. Who controls Nigers uranium controls leverage. Lets unpack. 🌍πŸ’₯ #Niger #Uranium @RosatomGlobal"  
[X Link](https://x.com/anyuser/status/1960689482920759616)  2025-08-27T13:02Z [----] followers, [----] engagements


"1/24 ⚑🚨 What if I told you a uranium miner produced 3M lbs in [----] yet still LOST $77M πŸ’₯ Paladin Energys filings hide a story of promise + peril. This is the *real* FY2025 deep dive πŸ‘‡ #uranium $PDN.AX @PaladinEnergyLtd"  
[X Link](https://x.com/anyuser/status/1960942442884075998)  2025-08-28T05:48Z [----] followers, [----] engagements


"24/24 If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1960942525377618328)  2025-08-28T05:48Z [----] followers, [---] engagements


"1/24 ⚑🚨 The uranium story just flipped: a few missing million pounds are rattling buyers and a top producer quietly turned into a near-term BUYER. Thin market. Big stakes. Could small trades ignite big prices πŸ”₯πŸ’₯ #uranium #nuclear"  
[X Link](https://x.com/anyuser/status/1961260140968935426)  2025-08-29T02:50Z [----] followers, 13.4K engagements


"2/24 Scene: After a decade in exile nuclear is back on the menu. Governments want clean baseload old reactors get life extensions new builds inch forward. Demand isnt the problem. Supply is 🧩🌍 #uranium #energysecurity"  
[X Link](https://x.com/anyuser/status/1961260143686950997)  2025-08-29T02:50Z [----] followers, [---] engagements


"5/24 Think surgery not digging. At McArthur River they literally freeze the groundan ice wallto hold back water and stabilize rock. If the freeze is slow the schedule slips. Engineering beats ambition πŸ₯ΆπŸ› "  
[X Link](https://x.com/anyuser/status/1961260154143621440)  2025-08-29T02:50Z [----] followers, [---] engagements


"6/24 This year: Cameco trimmed [----] output at McArthur River/Key Lake (1415M lbs vs 18M). Cigar Lake can offset 1M. Net: fewer mined pounds now more later. Not lostdeferred. Still the near-term pool just got shallower. $CCJ @cameconews"  
[X Link](https://x.com/anyuser/status/1961260157348032907)  2025-08-29T02:50Z [----] followers, [---] engagements


"7/24 And heres the twist: Cameco says it can meet deliveries with inventory borrowing long-term purchases even spot buys. When a producer becomes a buyer the small visible market gets tightfast. πŸ’₯πŸ“‰βž‘πŸ“ˆ $CCJ"  
[X Link](https://x.com/anyuser/status/1961260160942264630)  2025-08-29T02:50Z [----] followers, [---] engagements


"8/24 Picture a shallow puddle. Three utilities + one producer step in at once. First deal clears higher. Offers vanish. Next deal prints even higher. The price is just the last few barrels/drums. Thats uraniums spot. πŸ’§βž‘πŸŒŠ #uranium"  
[X Link](https://x.com/anyuser/status/1961260164276683122)  2025-08-29T02:50Z [----] followers, [---] engagements


"9/24 Its not just Cameco. Namibias Langer Heinrich battled extreme rains during ramp-upguidance was cut output lagged. A reminder: nature still calls the shots. πŸŒ§β› #uranium"  
[X Link](https://x.com/anyuser/status/1961260167237976492)  2025-08-29T02:50Z [----] followers, [---] engagements


"22/24 Big takeaway: Uranium supply runs on human timeengineers permits weldersnot headlines. In a shallow pool a few determined buyers can move the waterline fast. Expect air pockets and keep your seatbelt on. πŸ›«πŸ’₯ #uranium #nuclear"  
[X Link](https://x.com/anyuser/status/1961260210892464380)  2025-08-29T02:50Z [----] followers, [---] engagements


"23/24 What it means: Buckle up for volatility. This market rewards patience and punishes complacency. Understand the cycle the cost curve and the difference between mined pounds and delivered pounds. Not financial advice. πŸ’‘πŸ“š"  
[X Link](https://x.com/anyuser/status/1961260214008639816)  2025-08-29T02:50Z [----] followers, [---] engagements


"24/24 If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1961260222682460223)  2025-08-29T02:50Z [----] followers, [---] engagements


"1/12 ⚑🚨 BREAKING: Did Washington just put U.S. uranium on a federal FAST LANE Dewey-Burdock won FAST-41agencies get public deadlines and are on the clock. Is this when America finally gets serious about fuel security πŸ’₯ #uranium #nuclear #energy"  
[X Link](https://x.com/anyuser/status/1961521605177200763)  2025-08-29T20:09Z [----] followers, [----] engagements


"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own PC πŸ‘‡ https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1961521645664747682)  2025-08-29T20:09Z [----] followers, [---] engagements


"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ β˜• For the price of a coffee youll get the full article 🧾 not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own pc πŸ‘‡πŸΌ http://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1961851778346983765)  2025-08-30T18:01Z [----] followers, [---] engagements


"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own PC πŸ‘‡ https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1962500866390245803)  2025-09-01T13:00Z [----] followers, [----] engagements


"1/23 ⚑🚨 America just woke up to a shocking nuclear truth: The U.S. has reactors but almost NO domestic capacity to convert uranium into usable fuel. Now $UEC @UraniumEnergy says it wants to change that in a BIG way. Is this the birth of a new U.S. nuclear era πŸ”₯ #uranium"  
[X Link](https://x.com/anyuser/status/1962799308937265324)  2025-09-02T08:46Z [----] followers, [----] engagements


"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own PC πŸ‘‡ https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1962799393565729073)  2025-09-02T08:46Z [----] followers, [---] engagements


"1/23 🚨⚑ Can a giant underground metal detector shave months and millions πŸ’Έ off a uranium drill program πŸ‘€ What $FUU.V $FUUFF @F3Uranium just started at Tetra could decide it. πŸ”πŸŽ― #uranium #nuclear"  
[X Link](https://x.com/anyuser/status/1963156573636677668)  2025-09-03T08:26Z [----] followers, [----] engagements


"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own PC πŸ‘‡ https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1963156654280655178)  2025-09-03T08:26Z [----] followers, [---] engagements


"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own PC πŸ‘‡ https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1963200464310133074)  2025-09-03T11:20Z [----] followers, [---] engagements


"1/24 ⚑🚨 Swedens plot twist: from banning uranium to betting on new reactors. Is Stockholm about to marry SMRs with two of the worlds biggest shale-hosted uranium systems Buckle up. πŸ’₯πŸ”₯ #Sweden #nuclear #uranium"  
[X Link](https://x.com/anyuser/status/1963589251515162680)  2025-09-04T13:05Z [----] followers, [----] engagements


"1/10 Can @F3Uranium turn Tetra into a real second act or is this quietly becoming a money pit Most investors are reading the headline. The risk is hiding in the geometry + what isnt in the release yet. $FUU #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/2011456125267517613)  2026-01-14T15:11Z [----] followers, [----] engagements


"1/23 ⚑🚨 Why is $GLO @AtomicCorp raising equity with warrants if the debt yes is supposedly close Is this a bridge πŸ—or a warning sign πŸ”₯ #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/2014700021820588147)  2026-01-23T14:01Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@FreiburgCoffeeC Avatar @FreiburgCoffeeC John Galt

John Galt posts on X about $uuuu, $ccj, $efr, pc the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] +32%
  • [--] Month [------] -8.20%
  • [--] Months [-------] +444%
  • [--] Year [-------] +4,185%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +19%
  • [--] Month [--] +88%
  • [--] Months [---] +212%
  • [--] Year [-----] +1,544%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +1.30%
  • [--] Month [-----] +1.50%
  • [--] Months [-----] +166%
  • [--] Year [-----] +973%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 17.43% countries 13.76% stocks 13.76% technology brands 2.75% travel destinations 1.83% cryptocurrencies 0.92%

Social topic influence $uuuu 9.17%, $ccj 6.42%, $efr 5.5%, pc 5.5%, money 4.59%, $dnn 4.59%, $eu 4.59%, $nxe 3.67%, $boe 2.75%, australia 2.75%

Top accounts mentioned or mentioned by @johngalt88 @quakes99 @patrickadownes @capnek123 @praisekek @energyfuels @cameconewss @bannermanenergy @f3uranium @isoenergyltd @premierauraniumor @bhp @asmaus @nexgenenergys @bossenergy @compliantvc @canalaskas @aeeauraenergys @culperresearchs @nexgenenergy

Top assets mentioned Energy Fuels Inc. (UUUU) Cameco Corporation (CCJ) Eaton Vance Senior Floating-Rate Fund (EFR) Denison Mines Corp (DNN) NexGen Energy Ltd. (NXE) Uranium Energy Corp. (UEC) Clear Channel Outdoor Holdings, Inc. (CCO) IsoPlexis Corporation (ISO) BHP Group Limited (BHP) Bitcoin (BTC) Ameren, Corp. (AEE) Microsoft Corp. (MSFT) Flex Ltd. Ordinary Shares (FLEX)

Top Social Posts

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

"1/23 ⚑🚨 $BOE just pulled the pin on its own long-term mine plan. A uranium producer is basically saying: Stop using our Feasibility Study. πŸ’₯ So is this a speed bump or the moment the market realises the pounds werent real 🎯"
X Link 2025-12-18T08:49Z [----] followers, [----] engagements

"Did you know that BHP Group's Olympic Dam mine in Australia hosts the world's largest known single uranium deposit where uranium is produced as a byproduct of copper mining (contributing 25% of revenue) alongside gold and silver"
X Link 2025-12-25T08:09Z [----] followers, [----] engagements

"1/10 Is @IsoEnergyLtd quietly positioning for @PremierAUraniumor just buying a U.S. uranium option A small-looking share deal may be a much bigger signal about timing leverage and what comes next. $ISO $ISOU #uranium"
X Link 2026-01-13T07:48Z [----] followers, [----] engagements

"1/10 ⚑🚨 The uranium markets sleeping giant isnt a junior its $BHP @bhp. Olympic Dam sits on the worlds largest uranium orebody ☒ Yet most investors barely price it. 🎯πŸ”₯ So whats being overlooked"
X Link 2026-01-26T20:06Z [----] followers, [----] engagements

"@PraiseKek In hindsight I should have just bought Cameco and called it a day"
X Link 2026-01-29T18:50Z [----] followers, [---] engagements

"1/10 ⚑🚨 Is $UUUU secretly building a non-China MAGNET supply chain or just stacking press releases 🎯πŸ”₯ @Energy_Fuels wants Utah Korea to become the new rare-earth corridor πŸ’₯ And buying @ASM_aus is the missing link. Heres the chain everyones watching β›“"
X Link 2026-01-30T14:33Z [----] followers, [----] engagements

"1/10 ⚑🚨 A world-class uranium mine can get stopped by paperwork. πŸ’₯ Can Indigenous interventions stall @NexGenEnergy_s Rook I and squeeze a tight uranium market even tighter 🎯πŸ”₯ Heres the part most investors dont price"
X Link 2026-02-06T12:51Z [----] followers, [----] engagements

"Fun fact: $NXE could actually rip higher precisely because it doesnt hit those production numbers. Missing the targets would trigger a brutal uranium short squeeze. So if this report is right it would send the stock (and probably the whole sector) flying and absolutely wreck the hedge fund thats short. Not sure they fully thought this one through. https://twitter.com/i/web/status/2020046330211573927 https://twitter.com/i/web/status/2020046330211573927"
X Link 2026-02-07T08:05Z [----] followers, [---] engagements

"@Boss_Energy ( $BOE ): Director Joanne Palmer bought [----] shares on-market at A$1.76 (modest increase in insider ownership). https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/79782/boss-energy-director-joanne-palmer-increases-stake-through-on-market-share-purchase/ https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/79782/boss-energy-director-joanne-palmer-increases-stake-through-on-market-share-purchase/"
X Link 2026-02-08T05:03Z [----] followers, [---] engagements

"@PraiseKek Is resignation still a thing nowadays :D"
X Link 2026-02-09T10:19Z [----] followers, [---] engagements

"@quakes99 $UEC will become the meme stock it was always meant to be πŸ˜‚"
X Link 2026-02-11T03:03Z [----] followers, [---] engagements

"@compliantvc More efficient government in Italy πŸ˜‚ I guess you never been to South Europe πŸ˜‚"
X Link 2026-02-13T11:19Z [----] followers, [---] engagements

"@patrickadownes Let's face it. People are chasing "magic Internet money". There is no interest in mining because bitcoin and tech is working so much better. I guess we will have to be patient"
X Link 2024-12-04T07:02Z [----] followers, [----] engagements

"1/24 ⚑🚨 What if Canada is hiding the next Cameco under its frozen forests A uranium deposit so rich it maxes out radiation meters. and a second discovery that could turn one mine into a district. Is NexGen Energy about to rewrite nuclear history πŸ”₯πŸ’₯ #uranium $NXE"
X Link 2025-08-28T13:54Z [----] followers, 13.9K engagements

"3/24 Why you should care: Uranium isnt oil. Theres no open the tap. Projects are few complex and slow. When one stumbles the whole market feels itbecause price is made at the margin πŸͺ™"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"12/24 Even Kazakhstanthe 800-lb gorillaflagged lower volumes ahead. When the biggest producer blinks the market listens. One tug on the web tightens every strand. πŸ•Έ #Uranium"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"1/10 Why is @cameconewss cheque so small in @CanAlaskas [----] program and does it mean Cameco isnt interested Heres the twist: the small cheque is mostly ownership math not sentiment and it changes how you should read CVVs risk. $CVV $CCO #uranium"
X Link 2026-01-07T10:41Z [----] followers, [----] engagements

"1/10 What could sink @aee_auraenergys Oviken mine before it even starts $AEE Everyone thinks this is a metals story. Sweden is treating it like a drinking-water story and that changes everything"
X Link 2026-01-11T17:54Z [----] followers, [----] engagements

"1/23 ⚑🚨 $FUU just dropped a maiden uranium resource and then moved the drill bit away. 😳 Brilliant capital-cycle move or quiet abandonment πŸ”₯πŸ‘‡"
X Link 2025-12-23T04:55Z [----] followers, [----] engagements

"Heres my take on what could capor derailthe uranium bull market. Most risks wont matter this cycle but if certain technologies scale and byproduct uranium grows it could pressure the thesis at the margin. Threads + article linked below πŸ‘‡πŸΌ #Uranium"
X Link 2026-01-15T16:31Z [----] followers, [----] engagements

"Here's my deep dive into @CulperResearch's @NexGenEnergy_ short report. It took me a while to check and cross-reference it with $nxe's feasibility study. I hope it's useful. #uranium https://t.co/91OClS9ZMX https://t.co/91OClS9ZMX"
X Link 2026-02-08T18:50Z [----] followers, [----] engagements

"🚨 @Lotus_Resources $LOT just produced 70.1k lbs of UO and then raised A$76m at A$2.15. That combo made me dig into the quarterly line by line: - drums sales until converter qualification clears - acid was a real constraint not a footnote - pre-production costs are creeping (US$15.2m vs US$10.6m budget) If youre a shareholder this is the kind of update where the wording matters as much as the numbers. https://t.co/Qzu4qHrf3c https://t.co/Qzu4qHrf3c"
X Link 2026-02-10T17:48Z [----] followers, [----] engagements

"China just locked up 60% of a future uranium mines pounds before its even built. ⚑☒ My latest deep dive on @BannermanEnergy $BMN: the Etango JV with CNOL what it really changes for shareholders and why pounds going east could tighten the squeeze on western utilities. πŸŒπŸ“‰βž‘ https://t.co/zyx90JohsB https://t.co/zyx90JohsB"
X Link 2026-02-12T18:44Z [----] followers, [----] engagements

"🚨 @cameconewss [----] results look great on the surface but most shareholders will misunderstand what they own. CCJ isnt just a uranium miner. Its a contract machine. In a spike that matters. I broke down the [--] numbers that change the thesis + the risks nobody models (ceilings purchases/loans conversion bottlenecks capex gravity). $CCJ $CCO #uranium https://t.co/6b96cQpMOS https://t.co/6b96cQpMOS"
X Link 2026-02-13T20:35Z [----] followers, [----] engagements

"@quakes99 Don't worry they can always top up on the spot market πŸ˜‚πŸ˜‚πŸ˜‚"
X Link 2024-02-01T07:33Z [----] followers, [----] engagements

"@quakes99 πŸ₯³πŸ₯³πŸ₯³πŸ₯³πŸ₯³ if global doesn't go up Monday I'll cry"
X Link 2024-02-24T16:49Z [----] followers, [---] engagements

"@moniology It's fascinating to see that when the broader market is on an uptrend uranium stays flat but during market downturns it takes a nosedive about 4x more than the market's decline πŸ“ˆπŸ“‰ #UraniumTrends #MarketInsights"
X Link 2024-08-13T18:02Z [----] followers, [---] engagements

"14/24 Why prices jump on low volume: the spot indicators track the last deals not the whole market. If the urgent buyer pays up the benchmark resetsthen sellers re-price higher. Staircase up elevator down. πŸͺœπŸ›—"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"1/4 βš‘πŸ”’ Microsoft joined @WorldNuclear. Thats not PRits positioning. In the AI race the scarce advantage isnt a modelits what happens behind closed doors. $MSFT #AI #nuclear"
X Link 2025-09-03T16:06Z [----] followers, [----] engagements

"1/23 🚨πŸ”₯ Bannerman Energy $BMN @BannermanEnergy just inked its FIRST uranium offtake deals with Tier-1 utilities but heres the twist: they dont deliver until [----] and include a shocking 10% FLEX clause 😱⚑ What does it mean in a sellers market #uranium #nuclear"
X Link 2025-09-05T06:51Z [----] followers, [----] engagements

"@derekquick1 The smart thing would be to take the money and buy from the spot market. Getting cheap pounds and pushing the price up so you can sell those same pounds for a profit"
X Link 2022-12-20T13:09Z [----] followers, [----] engagements

"@Ugames_kilo Stephen G. Roman from global Atomic bought a lot a month ago"
X Link 2023-03-17T16:50Z [----] followers, [---] engagements

"@UraniumSteve Feels like nvidia discovered the biggest uranium deposit ever πŸ˜‚πŸ˜‚πŸ˜‚"
X Link 2023-05-30T14:23Z [----] followers, [---] engagements

"@BecomeAManAgain Why How much are you charging πŸ˜‚"
X Link 2023-11-16T17:40Z [----] followers, [----] engagements

"@capnek123 I stopped talking about it because people thought I'm crazy πŸ˜… Only my parents believed me and gave me some money to invest for them. They are up 40%"
X Link 2023-12-09T16:54Z [----] followers, [---] engagements

"@hkuppy It's all by design. I barely recognise the town (in Germany) I live in. I felt safer [--] years ago"
X Link 2023-12-19T17:41Z [----] followers, [---] engagements

"@capnek123 Bull market is over guys πŸ˜‚ Time to sell and but nvidia πŸ˜‚"
X Link 2024-02-23T11:58Z [----] followers, [---] engagements

"@patrickadownes I love when a "correction" corrects all my profits back to zero πŸ˜ƒ"
X Link 2024-07-25T04:10Z [----] followers, [---] engagements

"@patrickadownes I love how uranium never follows the broad market up like that but on the way down we double down πŸ˜‚ #uranium #investing #trading"
X Link 2024-08-05T06:25Z [----] followers, [---] engagements

"@jessebday I always thought that it would be much smarter to steal the mine after $GLO financed and build it. Why bother now"
X Link 2024-12-05T15:37Z [----] followers, [----] engagements

"@capnek123 I anticipate minimal utility activity until September as personnel will likely prioritize summer vacations"
X Link 2025-05-16T17:22Z [----] followers, [---] engagements

"9/ Follow for more deep dives into under-the-radar #uranium stocks critical minerals and real asset geopolitics. Your edge is knowing before the crowd. $FSY $CCJ $NXE $DNN $PDN $BOE #UraniumSector #ContrarianInvesting #MacroTrades"
X Link 2025-08-05T09:12Z [----] followers, [---] engagements

"12/ 🧱 On the technical side: A new 43-101 resource update was filed in May [----]. It reinterprets earlier drill data & tightens the model. Confidence up βœ… Capex still outdated ❌ #Norasa #UraniumMining"
X Link 2025-08-05T10:04Z [----] followers, [--] engagements

"🧡Thread: Is $FUU (F3 Uranium) the Next Big Uranium Discovery or a Dilution-Driven Hope Trade Lets break down the fundamentals of F3 Uranium from geology to NAV to management moves so you can decide if its worth your money. A deep dive for serious #Uranium investors:"
X Link 2025-08-05T12:46Z [----] followers, [----] engagements

"1/ 🚦Where $PDN is now: From restart story to operate & ship story. Namibias Langer Heinrich is producing again and building long-term sales. #Uranium #Nuclear #Mining #PDN"
X Link 2025-08-10T04:25Z [----] followers, [----] engagements

"1/ 🚨 Energy Fuels Deep Dive The U.S. Uranium Wild Card A thread on their production reality mill capacity and what could make or break their role in the uranium bull market. 🧡 $UUUU $EFR #Uranium #NuclearEnergy #Commodities"
X Link 2025-08-10T13:17Z [----] followers, 26.3K engagements

"2/ 🏭 The Big Asset: Energy Fuels ($UUUU $EFR) owns the White Mesa Mill the ONLY conventional uranium mill operating in the U.S. ⚑ Licensed for 8+ million lbs/year UO capacity. πŸ’‘ But heres the catch capacity production"
X Link 2025-08-10T13:17Z [----] followers, [----] engagements

"4/ πŸ’Ž The Crown Jewel: Pinyon Plain Mine extremely high-grade (0.91.0% UO). Mine life [--] months at current plan (1.5M lbs total). Without it production could collapse"
X Link 2025-08-10T13:17Z [----] followers, [----] engagements

"5/ πŸ›  Backup Plan: Other assets: La Sal Complex (lower grade) Nichols Ranch ISR (idle needs new wellfields) Exploration ground in UT CO AZ (years away from production)"
X Link 2025-08-10T13:17Z [----] followers, [----] engagements

"6/ πŸ“¦ Supplementary Feed: Theyre topping up the mill with: Toll-milling deal with IsoEnergy ($ISO.V $ISENF) Ore purchase from Western Uranium & Vanadium ($WUC.CN $WSTRF) Alternate feed & cleanup materials"
X Link 2025-08-10T13:17Z [----] followers, [----] engagements

"7/ πŸ”„ The Risk: EFs uranium pipeline is short-lived unless: [--] They extend Pinyon Plain (Juniper Zone drilling) [--] Restart ISR at Nichols Ranch [--] Buy mines near White Mesa [--] Lock in bigger long-term ore supply deals"
X Link 2025-08-10T13:17Z [----] followers, [----] engagements

"8/ 🎯 Likely M&A Targets: IsoEnergy ($ISO.V $ISENF) already tolling to EFs mill Western Uranium & Vanadium ($WUC.CN $WSTRF) Sunday Mine Complex Anfield Energy ($AEC.V $ANLDF) UT mines + mill All close to White Mesa & permitted/near-permitted"
X Link 2025-08-10T13:17Z [----] followers, [----] engagements

"9/ πŸ“ˆ The Bull Market Question: Can $UUUU $EFR fully profit from a long uranium bull Short answer: Not without more mines. Mill capacity is huge but reserves are small. Without action they could peak early in the cycle"
X Link 2025-08-10T13:17Z [----] followers, [----] engagements

"10/ 🧠 Takeaway: Energy Fuels ($UUUU $EFR) has strategic infrastructure high-grade ore (for now) and optionality in REEs. But the uranium production runway is short unless they secure new feed fast"
X Link 2025-08-10T13:17Z [----] followers, [----] engagements

"πŸ’¬ Whats your take should $UUUU focus on acquisitions exploration or just maximizing toll-milling #UraniumStocks #NuclearFuel #EnergySecurity #Mining #Commodities"
X Link 2025-08-10T13:17Z [----] followers, [----] engagements

"1/14 🚨 Deep dive recap: NexGen Energy and the Arrow projectwhat matters whats risky and where the upside could come from. Short punchy no hype. $NXE #uranium #nuclear #mining #Athabasca"
X Link 2025-08-12T07:37Z [----] followers, [----] engagements

"βš› Nigers Uranium Wildcard: Global Atomics JV Puzzle Nigers politics Canadas rules and global uranium demand are colliding. Heres whats really at stake for $GLO.TO and the Dasa project and who could be the surprise JV partner. πŸ§΅πŸ‘‡ #Uranium #Nuclear #U3O8 #MiningStocks"
X Link 2025-08-13T05:53Z [----] followers, 12.2K engagements

"πŸ”„ UPDATE: Denisons Convertible Note Offering Now BIGGER $DNN has priced & upsized its raise from $250M $300M. Heres what changed & why it matters πŸ‘‡ #Uranium #MiningStocks #NuclearEnergy $DNN"
X Link 2025-08-13T12:02Z [----] followers, [----] engagements

"5/ πŸ” Why It Matters Larger raise = stronger cash runway High conversion premium shows confidence in upside Capped calls still limit dilution But debt & execution risks remain. #MiningStocks #NuclearEnergy $DNN"
X Link 2025-08-13T12:02Z [----] followers, [---] engagements

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

"πŸ’° Denison Closes US$345M Convertible Senior Notes Offering ⚑ Fresh capital positions $DNN for next phase of #Uranium growth and project advancement. #Uranium #NuclearEnergy #EnergySecurity https://www.prnewswire.com/news-releases/denison-announces-closing-of-us345-million-convertible-senior-notes-offering-302531337.html https://www.prnewswire.com/news-releases/denison-announces-closing-of-us345-million-convertible-senior-notes-offering-302531337.html"
X Link 2025-08-16T01:15Z [----] followers, [---] engagements

"1/ 🟑 CAMECO PRODUCTION PIPELINE Cameco runs one of the most strategic uranium portfolios in the West producing mines restart-ready assets shelved mega-projects & JV exploration bets. $CCJ $CCO.TO #Uranium #NuclearEnergy #Investing #MiningStocks #EnergySecurity"
X Link 2025-08-16T13:26Z [----] followers, 11.5K engagements

"0/ βš› BIG MOVE: enCore $EU expands Alta Mesa with Tacubaya land grab πŸš€ [----] new acres right next to its uranium plant. Aggressive drilling starts soon. Heres why this could be a game-changer 🧡 #Uranium #Nuclear #U3O8"
X Link 2025-08-18T11:47Z [----] followers, [----] engagements

"1/ enCore $EU grabs [----] acres (Tacubaya) beside Alta Mesa CPP (18.08.25). Immediate adjacency = plug-and-play expansion into existing ISR facility. #Uranium #EnergySecurity #Nuclear"
X Link 2025-08-18T11:47Z [----] followers, [---] engagements

"2/ Geology: stacked roll-front sands (A B Middle C Lower C) first drilled by Chevron in the 1970s. Right on trend with productive wellfields. #U3O8 #UraniumMining"
X Link 2025-08-18T11:47Z [----] followers, [---] engagements

"3/ JV setup: Alta Mesa is 70% enCore (operator) 30% Boss Energy $BOE.AX. Tacubaya falls under the same partnership. #UraniumStocks #Mining"
X Link 2025-08-18T11:47Z [----] followers, [---] engagements

"4/ Drilling blitz: [---] holes starting Oct [----]. Two rigs at launch ramping to four. Clear intent to fast-track wellfield expansion. #NuclearEnergy #Exploration"
X Link 2025-08-18T11:47Z [----] followers, [---] engagements

"5/ Production momentum: Alta Mesa June avg hit [----] lb/day (vs [----] in April). Costs down to $59/lb from $101/lb in H1/24. Scaling = stronger economics. #U3O8 #Mining"
X Link 2025-08-18T11:47Z [----] followers, [---] engagements

"7/ Policy tailwind: enCore secured RML extension for Upper Spring Creek (satellite IX plant). Texas regulators keeping the door open for more ISR capacity. #EnergySecurity #Uranium"
X Link 2025-08-18T11:47Z [----] followers, [---] engagements

"8/ ⚑ Final Take Tacubaya = fresh feed + lower costs + aggressive drilling = Alta Mesa super-sized. Question is whether Bosss struggles drag or fuel enCores momentum. Whats your takebreakout or speed bump Share if youre watching uraniums next big step. #U3O8 $EU $BOE.AX"
X Link 2025-08-18T11:47Z [----] followers, [---] engagements

"βš™ GOVIEX DEAL RECAP GoviEx Uranium $GXU just pulled off a reverse takeover (RTO) of Tombador Iron in Australia. Why it matters: instant ASX listing + A$10.4M cash injection. Heres the breakdown 🧡 #Uranium #Mining"
X Link 2025-08-18T13:40Z [----] followers, [----] engagements

"Shares of Energy Fuels ( $UUUU ) dropped hard today and yet no real news explains it. If youre uneasy about your holdings my deep dive from last week might give you clarity πŸ‘‡πŸΌ #KnowWhatYouOwn #Uranium #Nuclear https://x.com/FreiburgCoffeeC/status/1954532524467667070t=Es7p-CjkSH8mZ5eVPNDzeg&s=19 1/ 🚨 Energy Fuels Deep Dive The U.S. Uranium Wild Card A thread on their production reality mill capacity and what could make or break their role in the uranium bull market. 🧡 $UUUU $EFR #Uranium #NuclearEnergy #Commodities https://t.co/T4VyeUSbXK"
X Link 2025-08-19T20:07Z [----] followers, [----] engagements

"1/ ⚠ enCore Energy ($EU) just announced a $75M convertible note deal due [----]. Lets unpack what that means for uranium investors 🧡 #Uranium #NuclearEnergy #Mining"
X Link 2025-08-19T20:26Z [----] followers, [----] engagements

"11/ ❓Whats your viewsmart financing move or future dilution risk If this breakdown helped share it with others. #Uranium #Mining #Investing"
X Link 2025-08-19T20:26Z [----] followers, [---] engagements

"Same playbook as Denison πŸ‘‡πŸΌ #Uranium #Nuclear #Mining #CleanEnergy #FuelTheFuture $DNN $DML $EU $ENCUF 1/ ⚠ enCore Energy ($EU) just announced a $75M convertible note deal due [----]. Lets unpack what that means for uranium investors 🧡 #Uranium #NuclearEnergy #Mining https://t.co/HC9ZMp9h5v 1/ ⚠ enCore Energy ($EU) just announced a $75M convertible note deal due [----]. Lets unpack what that means for uranium investors 🧡 #Uranium #NuclearEnergy #Mining https://t.co/HC9ZMp9h5v"
X Link 2025-08-20T10:27Z [----] followers, [----] engagements

"0/ βš› RUSSIAS NUCLEAR CHAMPION: Rosatom is the Kremlins nuclear powerhouse. From Siberian uranium mines to reactor exports abroad heres how Moscow plans to fuel its own reactors & shape global energy markets. 🧡 #Uranium #Russia $KAP.L"
X Link 2025-08-20T15:00Z [----] followers, [----] engagements

"Great news for Energy Fuels ( $UUUU / βš› Today Ill release a deep dive on Rare Earths and tomorrow a dedicated thread on Energy Fuels REE strategy. Follow me so you don't miss it. #RareEarths #Uranium #Mining http://EFR.TO http://EFR.TO"
X Link 2025-08-21T10:45Z [----] followers, [----] engagements

"0/ 🌍 RARE EARTHS [---] 🧡 China controls them. EVs turbines & smartphones need them. Without them the energy transition stalls. But theyre not actually rare. Lets unpack the metals running the 21st century #RareEarths #EVs #Mining"
X Link 2025-08-21T13:04Z [----] followers, [----] engagements

"1/ 🚨 Breaking: Korea Hydro & Nuclear Power (KHNP) is in talks with Westinghouse to enter the U.S. nuclear market. βš› If it happens America could tap the worlds fastest & most cost-efficient reactor builders. Heres why it matters 🧡 #Nuclear #Energy $CCJ $UEC"
X Link 2025-08-21T18:37Z [----] followers, [----] engagements

"1/24 πŸš¨βš› BREAKING: Kazatompromworlds largest uranium producerjust yanked 8M lbs from [----] (85M77M). If you own uranium your playbook just changed. Thread πŸ‘‡ #Uranium #Nuclear $KAP"
X Link 2025-08-22T06:57Z [----] followers, 26.5K engagements

"1/23 ⚑πŸ”₯ What if a fenced patch outside Whyalla decides whether Australia reclaims a place on the nuclear map Alligator Energy (ASX: AGE) is about to run a [--] month uranium trialquietly with pumps and spreadsheets. Ready to peek behind the fence 🚨 #uranium #nuclear $AGE.AX"
X Link 2025-08-25T04:51Z [----] followers, [----] engagements

"1/10 ⚑🚨 BREAKING: Americas rare-earth magnet chain just got real Energy Fuels ( $UUUU / $EFR) + Vulcan Elements sign an MOU to validate U.S.-sourced NdPr/Dy in U.S. magnets; first validation ships Q4 [--]. 🧲🏭 #RareEarths #Magnets #MadeInUSA @Energy_Fuels"
X Link 2025-08-26T11:14Z [----] followers, 11.1K engagements

"1/24 ⚑🚨 What if Americas rare-earth independence hinges on a 45-year-old uranium mill in the Utah desert Shockingbut true. A single site is trying to turn beach sand into strategic oxides that power EVs turbines & jets. Curious how Read on. πŸ”πŸ”₯ #rareearths $UUUU"
X Link 2025-08-26T16:26Z [----] followers, 11.6K engagements

"24/24 If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-08-26T16:26Z [----] followers, [---] engagements

"1/24 ⚑🚨 Niger just flipped the nuclear chessboard. Russias @rosatom inked a civil-nuclear deal with Niameywhile France lawyered up and the U.S. stepped back. Who controls Nigers uranium controls leverage. Lets unpack. 🌍πŸ’₯ #Niger #Uranium @RosatomGlobal"
X Link 2025-08-27T13:02Z [----] followers, [----] engagements

"1/24 ⚑🚨 What if I told you a uranium miner produced 3M lbs in [----] yet still LOST $77M πŸ’₯ Paladin Energys filings hide a story of promise + peril. This is the real FY2025 deep dive πŸ‘‡ #uranium $PDN.AX @PaladinEnergyLtd"
X Link 2025-08-28T05:48Z [----] followers, [----] engagements

"24/24 If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-08-28T05:48Z [----] followers, [---] engagements

"1/24 ⚑🚨 The uranium story just flipped: a few missing million pounds are rattling buyers and a top producer quietly turned into a near-term BUYER. Thin market. Big stakes. Could small trades ignite big prices πŸ”₯πŸ’₯ #uranium #nuclear"
X Link 2025-08-29T02:50Z [----] followers, 13.4K engagements

"2/24 Scene: After a decade in exile nuclear is back on the menu. Governments want clean baseload old reactors get life extensions new builds inch forward. Demand isnt the problem. Supply is 🧩🌍 #uranium #energysecurity"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"5/24 Think surgery not digging. At McArthur River they literally freeze the groundan ice wallto hold back water and stabilize rock. If the freeze is slow the schedule slips. Engineering beats ambition πŸ₯ΆπŸ› "
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"6/24 This year: Cameco trimmed [----] output at McArthur River/Key Lake (1415M lbs vs 18M). Cigar Lake can offset 1M. Net: fewer mined pounds now more later. Not lostdeferred. Still the near-term pool just got shallower. $CCJ @cameconews"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"7/24 And heres the twist: Cameco says it can meet deliveries with inventory borrowing long-term purchases even spot buys. When a producer becomes a buyer the small visible market gets tightfast. πŸ’₯πŸ“‰βž‘πŸ“ˆ $CCJ"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"8/24 Picture a shallow puddle. Three utilities + one producer step in at once. First deal clears higher. Offers vanish. Next deal prints even higher. The price is just the last few barrels/drums. Thats uraniums spot. πŸ’§βž‘πŸŒŠ #uranium"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"9/24 Its not just Cameco. Namibias Langer Heinrich battled extreme rains during ramp-upguidance was cut output lagged. A reminder: nature still calls the shots. πŸŒ§β› #uranium"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"22/24 Big takeaway: Uranium supply runs on human timeengineers permits weldersnot headlines. In a shallow pool a few determined buyers can move the waterline fast. Expect air pockets and keep your seatbelt on. πŸ›«πŸ’₯ #uranium #nuclear"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"23/24 What it means: Buckle up for volatility. This market rewards patience and punishes complacency. Understand the cycle the cost curve and the difference between mined pounds and delivered pounds. Not financial advice. πŸ’‘πŸ“š"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"24/24 If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-08-29T02:50Z [----] followers, [---] engagements

"1/12 ⚑🚨 BREAKING: Did Washington just put U.S. uranium on a federal FAST LANE Dewey-Burdock won FAST-41agencies get public deadlines and are on the clock. Is this when America finally gets serious about fuel security πŸ’₯ #uranium #nuclear #energy"
X Link 2025-08-29T20:09Z [----] followers, [----] engagements

"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own PC πŸ‘‡ https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-08-29T20:09Z [----] followers, [---] engagements

"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ β˜• For the price of a coffee youll get the full article 🧾 not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own pc πŸ‘‡πŸΌ http://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-08-30T18:01Z [----] followers, [---] engagements

"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own PC πŸ‘‡ https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-09-01T13:00Z [----] followers, [----] engagements

"1/23 ⚑🚨 America just woke up to a shocking nuclear truth: The U.S. has reactors but almost NO domestic capacity to convert uranium into usable fuel. Now $UEC @UraniumEnergy says it wants to change that in a BIG way. Is this the birth of a new U.S. nuclear era πŸ”₯ #uranium"
X Link 2025-09-02T08:46Z [----] followers, [----] engagements

"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own PC πŸ‘‡ https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-09-02T08:46Z [----] followers, [---] engagements

"1/23 🚨⚑ Can a giant underground metal detector shave months and millions πŸ’Έ off a uranium drill program πŸ‘€ What $FUU.V $FUUFF @F3Uranium just started at Tetra could decide it. πŸ”πŸŽ― #uranium #nuclear"
X Link 2025-09-03T08:26Z [----] followers, [----] engagements

"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own PC πŸ‘‡ https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-09-03T08:26Z [----] followers, [---] engagements

"If my thread brought you value πŸ’‘ please consider supporting my work πŸ™πŸΌ For the price of a coffee β˜• youll get the full article 🧾 - not just the X summary. Join here πŸ‘‡πŸΌ Or help me fund my own PC πŸ‘‡ https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"
X Link 2025-09-03T11:20Z [----] followers, [---] engagements

"1/24 ⚑🚨 Swedens plot twist: from banning uranium to betting on new reactors. Is Stockholm about to marry SMRs with two of the worlds biggest shale-hosted uranium systems Buckle up. πŸ’₯πŸ”₯ #Sweden #nuclear #uranium"
X Link 2025-09-04T13:05Z [----] followers, [----] engagements

"1/10 Can @F3Uranium turn Tetra into a real second act or is this quietly becoming a money pit Most investors are reading the headline. The risk is hiding in the geometry + what isnt in the release yet. $FUU #uranium"
X Link 2026-01-14T15:11Z [----] followers, [----] engagements

"1/23 ⚑🚨 Why is $GLO @AtomicCorp raising equity with warrants if the debt yes is supposedly close Is this a bridge πŸ—or a warning sign πŸ”₯ #uranium"
X Link 2026-01-23T14:01Z [----] followers, [----] engagements

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