# ![@HoldcoMarkets Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1496550420201758729.png) @HoldcoMarkets HoldCo. Markets

HoldCo. Markets posts on X about investment, note, pls, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1496550420201758729/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1496550420201758729/c:line/m:interactions.svg)

- [--] Week [-----] +131%
- [--] Month [------] -24%
- [--] Months [------] -2.90%
- [--] Year [-------] -50%

### Mentions: [--] [#](/creator/twitter::1496550420201758729/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1496550420201758729/c:line/m:posts_active.svg)

- [--] Week [--] -22%
- [--] Month [--] -13%
- [--] Months [---] +13%
- [--] Year [---] +2.40%

### Followers: [-----] [#](/creator/twitter::1496550420201758729/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1496550420201758729/c:line/m:followers.svg)

- [--] Week [-----] +0.08%
- [--] Month [-----] +0.23%
- [--] Months [-----] +2.80%
- [--] Year [-----] +7.50%

### CreatorRank: [---------] [#](/creator/twitter::1496550420201758729/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1496550420201758729/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  69% [stocks](/list/stocks)  8% [countries](/list/countries)  7% [cryptocurrencies](/list/cryptocurrencies)  3% [financial services](/list/financial-services)  #613 [travel destinations](/list/travel-destinations)  2% [mlb](/list/mlb)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[investment](/topic/investment) 55%, [note](/topic/note) #20, [pls](/topic/pls) 9%, [in the](/topic/in-the) 8%, [gold](/topic/gold) 8%, [$penmf](/topic/$penmf) 8%, [uranium](/topic/uranium) 7%, [$sput](/topic/$sput) #1, [$eu](/topic/$eu) 6%, [copper](/topic/copper) 6%

**Top accounts mentioned or mentioned by**
[@myriaduranium](/creator/undefined) [@copperfox2023](/creator/undefined) [@cameconews](/creator/undefined) [@denisonminesco](/creator/undefined) [@quakes99](/creator/undefined) [@fortunebaycorp](/creator/undefined) [@homelanduranium](/creator/undefined) [@laramideres](/creator/undefined) [@patmvcr](/creator/undefined) [@isoenergyltd](/creator/undefined) [@toroenergyasx](/creator/undefined) [@premierauranium](/creator/undefined) [@rushraremetals](/creator/undefined) [@energyfuels](/creator/undefined) [@westinghouse](/creator/undefined) [@brookfield](/creator/undefined) [@energy](/creator/undefined) [@highlycynical](/creator/undefined) [@usambcanada](/creator/undefined) [@nexgenenergy](/creator/undefined)

**Top assets mentioned**
[Pegasystems Inc (PEGA)](/topic/$pega) [Uranium Energy Corp. (UEC)](/topic/$uec) [Cameco Corporation (CCJ)](/topic/$ccj) [Denison Mines Corp (DNN)](/topic/$dnn) [ForTube (FOR)](/topic/$for) [Morgan Stanley (MS)](/topic/$ms) [IsoPlexis Corporation (ISO)](/topic/$iso) [GammaSwap (GS)](/topic/$gs) [Constellation Energy Corp (CEG)](/topic/$ceg) [Bank of Nova Scotia (BNS)](/topic/$bns) [Infinite Money Glitch (IMG)](/topic/$img) [Teck Resources Limited (TECK)](/topic/$teck) [Energy Fuels Inc. (UUUU)](/topic/$uuuu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The Phoenix ISR Project (@DenisonMinesCo) set to become Canada's newest #uranium mine since Cigar Lake in [----]. 👉Construction still at [--] mths 👉2028 production **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/denison-mines-phoenix-isr-project-now-construction-ready http://www.holdcomarkets.com/post/denison-mines-phoenix-isr-project-now-construction-ready"  
[X Link](https://x.com/HoldcoMarkets/status/2008171658461475046)  2026-01-05T13:40Z [----] followers, [----] engagements


"The Phoenix ISR Project (@DenisonMinesCo) set to become Canada's newest #uranium mine since Cigar Lake in [----]. 👉Construction still at [--] mths 👉2028 production **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/denison-mines-phoenix-isr-project-now-construction-ready http://www.holdcomarkets.com/post/denison-mines-phoenix-isr-project-now-construction-ready"  
[X Link](https://x.com/HoldcoMarkets/status/2008171875181199600)  2026-01-05T13:40Z [----] followers, [----] engagements


"The proposed 10-year $3.0B  #uranium deal involving @cameconews may be finally inked in March when both respective heads of state will be meeting 1-1. http://www.forbes.com/sites/gauravsharma/2026/02/01/canada-nears-3-billion-uranium-deal-with-india-may-be-inked-in-march/ http://www.forbes.com/sites/gauravsharma/2026/02/01/canada-nears-3-billion-uranium-deal-with-india-may-be-inked-in-march/"  
[X Link](https://x.com/HoldcoMarkets/status/2018060396892938742)  2026-02-01T20:34Z [----] followers, [---] engagements


"Before retracing late last week $SPUT touched a +9% premium to NAV a level not seen since [----]. 👉The addition of 3.25M #uranium lbs = largest monthly purchase in yrs. **Not investment advice just opinion observation & analysis. Note the disclaimer** http://www.holdcomarkets.com/post/the-month-in-u-inventory-big-inventory-additions-as-sput-premium-to-nav-touches-a-four-year-high http://www.holdcomarkets.com/post/the-month-in-u-inventory-big-inventory-additions-as-sput-premium-to-nav-touches-a-four-year-high"  
[X Link](https://x.com/HoldcoMarkets/status/2018313687304392970)  2026-02-02T13:20Z [----] followers, [---] engagements


"Before retracing late last week $SPUT touched a +9% premium to NAV a level not seen since [----]. 👉The addition of 3.25M #uranium lbs = largest monthly purchase in yrs. **Not investment advice just opinion observation & analysis. Note the disclaimer** http://www.holdcomarkets.com/post/the-month-in-u-inventory-big-inventory-additions-as-sput-premium-to-nav-touches-a-four-year-high http://www.holdcomarkets.com/post/the-month-in-u-inventory-big-inventory-additions-as-sput-premium-to-nav-touches-a-four-year-high"  
[X Link](https://x.com/HoldcoMarkets/status/2018313862034972891)  2026-02-02T13:21Z [----] followers, [----] engagements


"Finally an advanced stage #gold company active in the Athabasca Basin: @fortunebaycorp $FOR 👉2025 PEA established strong economics 👉PFS targeted for Q4/2026 #uranium **Not investment advice just opinion observation & analysis. Note the disclaimer** http://www.holdcomarkets.com/post/fortune-bay-corp-for-the-advanced-stage-goldfields-project-is-worth-watching http://www.holdcomarkets.com/post/fortune-bay-corp-for-the-advanced-stage-goldfields-project-is-worth-watching"  
[X Link](https://x.com/HoldcoMarkets/status/2019138472204992882)  2026-02-04T19:58Z [----] followers, [---] engagements


"When economics & geopolitics drive the realization in Europe that energy independence is paramount decades of skepticism finally makes way for new thinking & initiatives - most recently exemplified by #Sweden's now welcoming stance towards #nuclear http://world-nuclear-news.org/articles/sweden-proposes-steps-to-facilitate-new-nuclear-projects http://world-nuclear-news.org/articles/sweden-proposes-steps-to-facilitate-new-nuclear-projects"  
[X Link](https://x.com/HoldcoMarkets/status/2019819679188123945)  2026-02-06T17:05Z [----] followers, [----] engagements


"So what's the new estimated timeline for the financing with the Development bank Just around the corner 👉PP for up to C$50M announced. 👉C$0.88 per Unit which includes a juicy full warrant at C$1.15 #uranium #Niger"  
[X Link](https://x.com/HoldcoMarkets/status/2010826295131640174)  2026-01-12T21:28Z [----] followers, [----] engagements


"Despite the extreme #commodity volatility seen last week the global investment banks are coming out with excessively bullish #gold price targets: 🎯 👉JP Morgan: $6300 /oz 👉Deutsche Bank: $6000 /oz #preciousmetals #dollar #mining"  
[X Link](https://x.com/HoldcoMarkets/status/2018416438927606200)  2026-02-02T20:09Z [----] followers, [----] engagements


"Finally an advanced stage #gold company active in the Athabasca Basin: @fortunebaycorp $FOR 👉2025 PEA established strong economics 👉PFS targeted for Q4/2026 #uranium **Not investment advice just opinion observation & analysis. Note the disclaimer** http://www.holdcomarkets.com/post/fortune-bay-corp-for-the-advanced-stage-goldfields-project-is-worth-watching http://www.holdcomarkets.com/post/fortune-bay-corp-for-the-advanced-stage-goldfields-project-is-worth-watching"  
[X Link](https://x.com/HoldcoMarkets/status/2019138316529201428)  2026-02-04T19:57Z [----] followers, [---] engagements


"$GS initiating coverage of @Energy_Fuels overnight. 👉BUY rating highlighting strategic infrastructure (White Mesa Mill) and strategic monazite assets. 👉PT $30 per share. #Uranium"  
[X Link](https://x.com/HoldcoMarkets/status/2021563972227572216)  2026-02-11T12:36Z [----] followers, [----] engagements


"At a new post-IPO all time high anticipation building with @HomelandUranium $HLU 👉Phase [--] #uranium program started. 👉Phase [--] drilling (10000m) this fall. **Not investment advice just opinion observation& analysis. Note the disclaimer** #Nuclear http://www.holdcomarkets.com/post/homeland-uranium-corp-phase-1-program-now-started-at-coyote-basin-red-wash http://www.holdcomarkets.com/post/homeland-uranium-corp-phase-1-program-now-started-at-coyote-basin-red-wash"  
[X Link](https://x.com/HoldcoMarkets/status/1929569698447773812)  2025-06-02T16:04Z [----] followers, [----] engagements


"Best #uranium assays received to date at $TCEC's A-Basin Property. 👉Positive reconciliation: gamma results to current assays 👉Summer program start in a few weeks **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/terra-clean-energy-corp-assay-results-highlight-some-of-the-best-intercepts-to-date http://www.holdcomarkets.com/post/terra-clean-energy-corp-assay-results-highlight-some-of-the-best-intercepts-to-date"  
[X Link](https://x.com/HoldcoMarkets/status/1947638908239679911)  2025-07-22T12:44Z [----] followers, [---] engagements


"Best #uranium assays received to date at $TCEC's A-Basinproperty. 👉Positive reconciliation: gamma results to current assays 👉Summer program start in a few weeks **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/terra-clean-energy-corp-assay-results-highlight-some-of-the-best-intercepts-to-date http://www.holdcomarkets.com/post/terra-clean-energy-corp-assay-results-highlight-some-of-the-best-intercepts-to-date"  
[X Link](https://x.com/HoldcoMarkets/status/1947678475881431276)  2025-07-22T15:21Z [----] followers, [---] engagements


"Post-WNA symposium we highlight some of the more under-looked & ambitious #uranium projects. 👉 $HLU $M $PUR $PEGA **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/post-wna-uranium-company-updates-focus-usa http://www.holdcomarkets.com/post/post-wna-uranium-company-updates-focus-usa"  
[X Link](https://x.com/HoldcoMarkets/status/1965033957206221267)  2025-09-08T12:46Z [----] followers, [---] engagements


"Post-WNA symposium we highlight some of the more under-looked & ambitious #uranium projects. 👉 $HLU $M $PUR $PEGA **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/post-wna-uranium-company-updates-focus-usa http://www.holdcomarkets.com/post/post-wna-uranium-company-updates-focus-usa"  
[X Link](https://x.com/HoldcoMarkets/status/1965038248004305368)  2025-09-08T13:03Z [----] followers, [----] engagements


"Drilling details announced for @LaramideRes' Chu-Sarysu #Uranium Project 👉High risk/reward as the geopolitical profile has increased. $LAM shares have lagged. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/laramide-resources-drilling-in-the-chu-sarysu-basin-to-begin-in-q4-2025 http://www.holdcomarkets.com/post/laramide-resources-drilling-in-the-chu-sarysu-basin-to-begin-in-q4-2025"  
[X Link](https://x.com/HoldcoMarkets/status/1967677142529180072)  2025-09-15T19:49Z [----] followers, [---] engagements


"Another comprehensive study obtained by @MyriadUranium on the Copper Mtn #uranium Project: 👉"Control Area" with up to 245M lbs #U3O8 👉De-risking tgt NAVx🔼 **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/myriad-uranium-additional-studies-increased-confidence-in-resource-potential http://www.holdcomarkets.com/post/myriad-uranium-additional-studies-increased-confidence-in-resource-potential"  
[X Link](https://x.com/HoldcoMarkets/status/1973752055564247551)  2025-10-02T14:08Z [----] followers, [----] engagements


"#Utah is rapidly becoming a go-to destination for #uranium consolidation exploration & development. 👉A handful of companies (both private and public) have made some significant moves in the State over last few months. 👉Most recently $AEC advancing the Velvet-Wood project. 👉Get things done de-risk expand consolidate projects or get lost to irrelevance"  
[X Link](https://x.com/HoldcoMarkets/status/1975547016580108707)  2025-10-07T13:01Z [----] followers, [----] engagements


"Updated Plan of Operation approved for drilling at @MyriadUranium 's Copper Mtn #uranium Project located in Wyoming 👉Up to [---] boreholes. 👉70 currently bonded. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/myriad-uranium-plan-of-operation-approved-for-copper-mountain-drilling http://www.holdcomarkets.com/post/myriad-uranium-plan-of-operation-approved-for-copper-mountain-drilling"  
[X Link](https://x.com/HoldcoMarkets/status/1976663393370329269)  2025-10-10T14:57Z [----] followers, [---] engagements


"Global physically backed #Gold ETFs recorded their largest monthly inflow last in Sept resulting in the strongest quarter on record of at $26B. 👉By end Q3 global gold ETFs' total AUM reached $472B (+23% q/q) reaching another record high. 👉Spot near the ATH at $4130 per oz"  
[X Link](https://x.com/HoldcoMarkets/status/1978078945649016911)  2025-10-14T12:42Z [----] followers, [---] engagements


"Weve appropriately updated a small part of the office boardroom to better reflect the current vibe in the city. #worldseries #bluejays #toronto #letsgobluejays #fallinthecity 👏💪🤞"  
[X Link](https://x.com/HoldcoMarkets/status/1981798214299693311)  2025-10-24T19:01Z [----] followers, [---] engagements


"Strategic partnership between @cameconews @westinghouse and @Brookfield together with @ENERGY to accelerate the deployment of #NuclearPower 👉at least $80B to construct new Westinghouse #nuclear power plants. #uranium"  
[X Link](https://x.com/HoldcoMarkets/status/1983131383997387073)  2025-10-28T11:19Z [----] followers, [---] engagements


"@Highly_Cynical @USAmbCanada .and both Brookfield and Cameco are Canadian companies"  
[X Link](https://x.com/HoldcoMarkets/status/1985494734807114234)  2025-11-03T23:50Z [----] followers, [--] engagements


"Solid quarterly results from @cameconews highlighted by adj EBITDA of $220M from the #uranium segment and consolidated adj EBITDA of $310M. 👉Results brought to you by disciplined LT contracting & supply mgmt. 👉FY/2025 production reiterated at 14M-15M lbs (100%) from McArthur/Key Lake. 👉FY/2025 production of 8.3M lbs (100%) from JV Inkai. 👉Current contracts in place for 28M lbs+ in deliveries over the next [--] years. 👉FY/2025 sales/delivery volumes from the U segment narrowed from 31M-34M lbs to 32M-34M lbs. Greater visibility on timing of deliveries"  
[X Link](https://x.com/HoldcoMarkets/status/1986045657707077899)  2025-11-05T12:19Z [----] followers, [----] engagements


"@patmvcr Anyone that is currently producing is selling partly into contracts which have a pre-determined price and term. $UEC is entirely unhedged so its convenient for Amir to say that. The lack of UEC production is only partly related to that dynamic"  
[X Link](https://x.com/HoldcoMarkets/status/1989416924317716677)  2025-11-14T19:35Z [----] followers, [---] engagements


"Strong earnings growth has $MS staying bullish on #equities Moreover: 👉Sees value in small caps which are poised to outperform relative to large caps"  
[X Link](https://x.com/HoldcoMarkets/status/1990472824914419834)  2025-11-17T17:31Z [----] followers, [----] engagements


"Good morning #Zurich Always good to be back and to reconnect with clients and friends alike"  
[X Link](https://x.com/HoldcoMarkets/status/1991433421546279013)  2025-11-20T09:08Z [----] followers, [---] engagements


"DB is the latest investment bank hiking its #gold price target. 👉Increasing its [----] gold price forecast to $4450/ounce from $4000/ounce previously. 👉Range forecast for [----] is between $3950-$4950/ounce. 👉Spot gold currently at $4185/ounce. #preciousmetals"  
[X Link](https://x.com/HoldcoMarkets/status/1993693886934294958)  2025-11-26T14:50Z [----] followers, [---] engagements


"All-time highs yesterday for #copper & #silver driven by tightening supply optimistic price forecasts and unexpected trading disruptions on the CME's Comex Exchange last week. 👉Copper+30.5% YTD 👉Silver +97.8% YTD Courtesy of RBC what are copper equities pricing in"  
[X Link](https://x.com/HoldcoMarkets/status/1995879153263067568)  2025-12-02T15:34Z [----] followers, [---] engagements


"Increased ownership of the Copper Mtn #Uranium Project by @MyriadUranium 👉 Radiometrics & mag also completed on site. 👉Data & de-risking ahead of drilling. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/myriad-uranium-copper-mountain-ownership-increases-to-75 http://www.holdcomarkets.com/post/myriad-uranium-copper-mountain-ownership-increases-to-75"  
[X Link](https://x.com/HoldcoMarkets/status/1998079444997791761)  2025-12-08T17:17Z [----] followers, [---] engagements


"Increased ownership of the Copper Mtn #uranium project by @MyriadUranium 👉 Radiometrics & mag also completed on site. 👉Data & de-risking ahead of drilling. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/myriad-uranium-copper-mountain-ownership-increases-to-75 http://www.holdcomarkets.com/post/myriad-uranium-copper-mountain-ownership-increases-to-75"  
[X Link](https://x.com/HoldcoMarkets/status/1998079516728815702)  2025-12-08T17:17Z [----] followers, [---] engagements


"@quakes99 Thank you Inflation Reduction Act The largest beneficiary following passage of the Act has been the largest nuclear fleet operator - Constellation Energy $CEG"  
[X Link](https://x.com/HoldcoMarkets/status/1577012287973785600)  2022-10-03T19:06Z [----] followers, [--] engagements


"Attached is our current #U3O8 #uranium/ #copper/ #mining coverage valuation & comp sheet. More to come in due time. New addition: $CUU Have a great weekend ***Not investment advice just opinion observation & analysis. Pls note & read the disclaimer: 👇"  
[X Link](https://x.com/HoldcoMarkets/status/1700248132997779738)  2023-09-08T20:41Z [----] followers, [----] engagements


"$CCJ quarterly results largely neutral for the shares as per $BNS. Target lowered to C$81 per share #uranium"  
[X Link](https://x.com/HoldcoMarkets/status/1819032464410435933)  2024-08-01T15:28Z [----] followers, [---] engagements


"As announced from Rook I (PCE) by @NexGenEnergy_ drillhole RK-25-232 is one of the shallowest high-grade intersections at PCE & open in all directions. 👉This type of high grade #uranium mineralization width happened similarly at Arrow however only well into the delineation phase of resource definition not this early on. PCE to rival Arrow http://www.nexgenenergy.ca/news/news-details/2025/NexGen-Announces-Best-Ever-Discovery-Phase-Intercept-At-Rook-I-Property/default.aspx"  
[X Link](https://x.com/HoldcoMarkets/status/1904131262001959032)  2025-03-24T11:20Z [----] followers, [----] engagements


"8/12 Engineers investors geologists and investment bankers know that has brought on its fair share of mines in the last few years alone. 👉As global #gold production declines s domestic share in gold production has increased of late"  
[X Link](https://x.com/HoldcoMarkets/status/1933162660817702932)  2025-06-12T14:01Z [----] followers, [--] engagements


"9/12 Mines are coming on stream in not just the small underground ones but the big open pit mines as well arguably more so in the last few years than in the . Cote $IMG the largest gold mine in started commercial production in [----]. Is it really so terrible in"  
[X Link](https://x.com/HoldcoMarkets/status/1933163075638534589)  2025-06-12T14:02Z [----] followers, [--] engagements


"Initiating coverage of @Copper_Fox2023 $CUU Lots to like in the diversified #copper portfolio: 👉ISR exposure 👉Meaningful JVs 👉Two projects nearing PFS lvl #Mining **Not investment advice just opinion observation& analysis. Note the disclaimer** http://www.holdcomarkets.com/post/copper-fox-metals-spotlight-on-strategic-partnerships-arizona-isr-copper http://www.holdcomarkets.com/post/copper-fox-metals-spotlight-on-strategic-partnerships-arizona-isr-copper"  
[X Link](https://x.com/HoldcoMarkets/status/1935316910582673872)  2025-06-18T12:41Z [----] followers, [---] engagements


"Initiating coverage of @Copper_Fox2023 $CUU Lots to like in the diversified #copper portfolio: 👉ISR exposure 👉JV with $TECK 👉2 projects nearing PFS lvl #Mining **Not investment advice just opinion observation& analysis. Note the disclaimer** http://www.holdcomarkets.com/post/copper-fox-metals-spotlight-on-strategic-partnerships-arizona-isr-copper http://www.holdcomarkets.com/post/copper-fox-metals-spotlight-on-strategic-partnerships-arizona-isr-copper"  
[X Link](https://x.com/HoldcoMarkets/status/1935342964131143789)  2025-06-18T14:24Z [----] followers, [---] engagements


"Drilling details announced for @LaramideRes' Chu-Sarysu #Uranium Project 👉High risk/reward as the geopolitical profile has increased. $LAM shares have lagged. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/laramide-resources-drilling-in-the-chu-sarysu-basin-to-begin-in-q4-2025 http://www.holdcomarkets.com/post/laramide-resources-drilling-in-the-chu-sarysu-basin-to-begin-in-q4-2025"  
[X Link](https://x.com/HoldcoMarkets/status/1967677750367666217)  2025-09-15T19:51Z [----] followers, [---] engagements


"The "imminent" #uranium supply deal between India and @cameconews is material given the [--] year term and 3.3M lbs #U3O8/yr equating to $2.80B. For context however we've been here before: 👉2015: Cameco announces a [--] yr LT contract for 7.1M lbs to India. 👉Recall that Canadian uranium export to India (for the generation of electricity) is authorized by the Canada-India Nuclear Co-operation Agreement which came into force in 2013"  
[X Link](https://x.com/HoldcoMarkets/status/1993678180880646645)  2025-11-26T13:48Z [----] followers, [----] engagements


"U spot declines of -7.5% last month as the #uranium term steadies at $86 per lb. 👉31M lbs contracted by utilities in Nov. 👉Production headwinds from $CCJ & $KAP **Not investment advice just opinion observation & analysis. Pls note note the disclaimer** http://www.holdcomarkets.com/post/the-month-in-u-inventory-spot-declines-while-lt-production-forecasts-face-headwinds http://www.holdcomarkets.com/post/the-month-in-u-inventory-spot-declines-while-lt-production-forecasts-face-headwinds"  
[X Link](https://x.com/HoldcoMarkets/status/1995508729584980438)  2025-12-01T15:02Z [----] followers, [---] engagements


"U spot declines of -7.5% last month as the #uranium term steadies at $86 per lb. 👉31M lbs contracted by utilities in Nov. 👉Production headwinds from $CCJ & $KAP **Not investment advice just opinion observation & analysis. Pls note note the disclaimer** http://www.holdcomarkets.com/post/the-month-in-u-inventory-spot-declines-while-lt-production-forecasts-face-headwinds http://www.holdcomarkets.com/post/the-month-in-u-inventory-spot-declines-while-lt-production-forecasts-face-headwinds"  
[X Link](https://x.com/HoldcoMarkets/status/1995508903573115108)  2025-12-01T15:02Z [----] followers, [----] engagements


"@Flex__J http://f3uranium.com/f3-announces-closing-of-c20-million-bought-deal-life-private-placement/ http://f3uranium.com/f3-announces-closing-of-c20-million-bought-deal-life-private-placement/"  
[X Link](https://x.com/HoldcoMarkets/status/2003084651620159773)  2025-12-22T12:46Z [----] followers, [--] engagements


"Recent LOIs from @Copper_Fox2023 indicate continued support for Van Dyke's ISR #copper project. 👉Recent Anglo-Teck merger momentum given Schaft Creek **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/copper-fox-metals-recent-lois-demonstrate-continued-support-for-van-dyke http://www.holdcomarkets.com/post/copper-fox-metals-recent-lois-demonstrate-continued-support-for-van-dyke"  
[X Link](https://x.com/HoldcoMarkets/status/2003173942438297868)  2025-12-22T18:40Z [----] followers, [---] engagements


"Recent LOIs from @Copper_Fox2023 indicate continued support for Van Dyke's ISR #copper #arizona project. 👉Recent Anglo-Teck merger momentum given Schaft Creek **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/copper-fox-metals-recent-lois-demonstrate-continued-support-for-van-dyke http://www.holdcomarkets.com/post/copper-fox-metals-recent-lois-demonstrate-continued-support-for-van-dyke"  
[X Link](https://x.com/HoldcoMarkets/status/2003174747547508944)  2025-12-22T18:44Z [----] followers, [---] engagements


"With YTD performance of nearly +150% the backdrop for #silver remains bullish: 👉Chinese export controls coming into effect on Jan [--] [----]. 👉Continued industrial demand from PVs and EVs + 👉Global debt concerns supportive of investment in real assets. 👉Concerns relating to the twin deficits and a concerted government policy favoring a weak dollar. #preciousmetals #gold #mining https://twitter.com/i/web/status/2006363799096304000 https://twitter.com/i/web/status/2006363799096304000"  
[X Link](https://x.com/HoldcoMarkets/status/2006363799096304000)  2025-12-31T13:56Z [----] followers, [---] engagements


"@quakes99 Thanks - sure but the parent is still a Chinese SOE. Shandong Gold Mining's takeover of TMAC Resources was rejected by the Feds in Jan [----] on national security grounds. We understand the location (Nunavut) but uranium is certainly more strategic than gold"  
[X Link](https://x.com/HoldcoMarkets/status/1588199485905084416)  2022-11-03T16:00Z [----] followers, [--] engagements


"@Melanie_Paradis @NiallCMcGee China did not step into the void case in point Shandong Gold Minings rejected bid for TMAC Resources. Glad Agnico stepped in instead. Many other examples"  
[X Link](https://x.com/HoldcoMarkets/status/1653922641714053121)  2023-05-04T00:41Z [----] followers, [---] engagements


"LT spot #uranium leverage analysis: We stress tested the numbers - $PENMF is tops among ISR $DNN tops among the developers. ***Not investment advice just opinion observation & analysis. Pls note & read the disclaimer:👇 #Mining #nuclear #U3O8 https://www.holdcomarkets.com/post/spot-uranium-at-a-fifteen-year-high-revisiting-performance-and-u-price-leverage https://www.holdcomarkets.com/post/spot-uranium-at-a-fifteen-year-high-revisiting-performance-and-u-price-leverage"  
[X Link](https://x.com/HoldcoMarkets/status/1724127090470007133)  2023-11-13T18:08Z [----] followers, 11.9K engagements


"When the performance spread between enCore Energy $EU and Energy Fuels $UUUU hits an all-time high you ask yourself if the bet between #uranium and rare earth elements #REEs has finally been settled"  
[X Link](https://x.com/HoldcoMarkets/status/1786101797678907458)  2024-05-02T18:33Z [----] followers, [----] engagements


"Lost over the Easter weekend was that the @whiteHouse Federal Permitting Council approved the first wave of #mining projects to be advanced. 👉Project commodities include #copper #antimony #lithium #potash #coal and #phosphorous. 👉No #uranium just yet"  
[X Link](https://x.com/HoldcoMarkets/status/1914299489138909644)  2025-04-21T12:45Z [----] followers, [----] engagements


"Corporate Update Webinar @HomelandUranium with President & CEO @LemaitreRoger 👉Tomorrow April [--] [----] at 1.30PM PDT 👉 TSXV: $HLU 👉 Link below: #uranium http://us06web.zoom.us/webinar/register/3317452565647/WN_t5zaPVJKQ5eWZLTVaz_4xA#/registration http://us06web.zoom.us/webinar/register/3317452565647/WN_t5zaPVJKQ5eWZLTVaz_4xA#/registration"  
[X Link](https://x.com/HoldcoMarkets/status/1915073847709011978)  2025-04-23T16:02Z [----] followers, [---] engagements


"A mixed quarter for $PDN as 944k lbs #uranium was produced in fiscal Q4/2025 (+33% sequentially). 👉Langer Heinrich will remain in focus in [----] with much riding on the G-Pit expansion. Initial guidance underwhelmed. 👉 PLS final submission accepted review on-going"  
[X Link](https://x.com/HoldcoMarkets/status/1948409202507935926)  2025-07-24T15:45Z [----] followers, [----] engagements


"Often overlooked @atkinsrealis $ATRL is the exclusive licensee of CANDU Technology one of only [--] #nuclear technologies gloally (ex-). 👉one stop shop for engineering ops maintenance & decommisioning. 👉now refurbishing Darlington Bruce & Pickering Plants. #uranium"  
[X Link](https://x.com/HoldcoMarkets/status/1966156750417178656)  2025-09-11T15:07Z [----] followers, [----] engagements


"With #copper once again above $5/lb (+12% on the month +27% YTD) supply-side disruptions are driving prices higher: 👉 $FCX's force majeure at Grasberg has [----] guidance cut by 35% 👉 $IVN's Kamoa-Kakula & Codelco's El Teniente experiencing disruptions. These are among the world's largest copper mines. Other support drivers: 👉 Protests in Peru. 👉 TC/RCs still at historically low levels. https://twitter.com/i/web/status/1975986654977433745 https://twitter.com/i/web/status/1975986654977433745"  
[X Link](https://x.com/HoldcoMarkets/status/1975986654977433745)  2025-10-08T18:08Z [----] followers, [---] engagements


"This was just a matter of time until announcement .anyone surprised @AtomicCorp bought deal for C$20M. 👉Units at C$0.62 include a full warrant at C$0.80 #uranium"  
[X Link](https://x.com/HoldcoMarkets/status/1978561347618030071)  2025-10-15T20:39Z [----] followers, 16K engagements


"The development & de-risking of $PUR 's Cebolleta #uranium Project contnues however the PEA economics underwhelm. 👉Reducing estimates on updated valuation. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/premier-american-uranium-reducing-estimates-on-underwhelming-cebolleta-pea-economics http://www.holdcomarkets.com/post/premier-american-uranium-reducing-estimates-on-underwhelming-cebolleta-pea-economics"  
[X Link](https://x.com/HoldcoMarkets/status/1985444185382810078)  2025-11-03T20:29Z [----] followers, [---] engagements


"The development & de-risking of $PUR 's Cebolleta #uranium Project contnues however the PEA economics underwhelm. 👉Reducing estimates on updated valuation. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/premier-american-uranium-reducing-estimates-on-underwhelming-cebolleta-pea-economics http://www.holdcomarkets.com/post/premier-american-uranium-reducing-estimates-on-underwhelming-cebolleta-pea-economics"  
[X Link](https://x.com/HoldcoMarkets/status/1985444825119015329)  2025-11-03T20:31Z [----] followers, [---] engagements


"Pegasus Resources $PEGA: Cessation of Coverage; Final thoughts. 👉 Our price objective outlook and estimates should not be relied upon going forward. #uranium **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/pegasus-resources-cessation-of-coverage-final-thoughts-on-a-lost-year http://www.holdcomarkets.com/post/pegasus-resources-cessation-of-coverage-final-thoughts-on-a-lost-year"  
[X Link](https://x.com/HoldcoMarkets/status/1986902560570016238)  2025-11-07T21:04Z [----] followers, [---] engagements


"for context: recall that in fiscal Q1/2026 $UEC produced [-----] lbs of #uranium 👉Expect production to ramp: Irigaray upgrades have been completed along with the construction of [--] header houses at CR. 👉Expect faster drying & drumming going forward. 👉Total cash cost $34.45 per lb. 👉Next up: work at Ludeman. The Q3/2025 domestic #uranium production numbers drop to the lowest point of [----] at 329.6k lbs. 👉Only notable production from Lost Creek and Alta Mesa. New entrant Willow Creek at 26.4k lbs. @EIAgov https://t.co/5KpXjs51JV https://t.co/IXjOUHMqhp The Q3/2025 domestic #uranium production"  
[X Link](https://x.com/HoldcoMarkets/status/2005709661115408807)  2025-12-29T18:37Z [----] followers, [----] engagements


"Milestone announcement from @DenisonMinesCo given that a Final Investment Decision (FID) is ready to be made for the Phoenix ISR #uranium mine. 👉Pending approval a 2-yr construction timeframe can begin as early as Q1/2026. 👉We've been following the company for nearly [--] decades transforming from a US play to an A-Basin explorer initial drilling at Phoenix/Gryphon to breakthrough ISR amenability and now to this on the verge of a FID. 👉Congrats to the entire $DNN team on this milestone. https://twitter.com/i/web/status/2007065877989003290 https://twitter.com/i/web/status/2007065877989003290"  
[X Link](https://x.com/HoldcoMarkets/status/2007065877989003290)  2026-01-02T12:26Z [----] followers, [----] engagements


"Nothing to see here concerning $WUC's future #uranium development plans: 👉Few details on the Ore Purchase Agreement 👉Few details concerning the proposed CPPs **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/western-uranium-vanadium-corp-nothing-to-see-here http://www.holdcomarkets.com/post/western-uranium-vanadium-corp-nothing-to-see-here"  
[X Link](https://x.com/HoldcoMarkets/status/1983546204530061504)  2025-10-29T14:47Z [----] followers, [---] engagements


"Nothing to see here concerning $WUC's future #uranium development plans: 👉Few details on the Ore Purchase Agreement 👉Few details concerning the proposed CPPs **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/western-uranium-vanadium-corp-nothing-to-see-here http://www.holdcomarkets.com/post/western-uranium-vanadium-corp-nothing-to-see-here"  
[X Link](https://x.com/HoldcoMarkets/status/1983546315045998725)  2025-10-29T14:47Z [----] followers, [----] engagements


"Among the best performing base metals #copper is up +34.5% YTD on back of strong demand low inventories and numerous supply disruptions. 👉Global copper production dropped by 3% in FY/2025. 👉FY/2026 production levels are still expected to be below those of 2024"  
[X Link](https://x.com/HoldcoMarkets/status/1998457041468162328)  2025-12-09T18:17Z [----] followers, [----] engagements


"Western Uranium $WUC choosing to potentially buy back shares as the best use of proceeds from a recent C$5.9M financing 👉Recall the October financing at C$0.90 per unit. Now a potential buyback beginning on Dec. [--] at C$0.50 per share 👉Most investors in the junior/development space bank on a robust development or drilling campaign to drive the share price higher. 👉$WUC has ambitions plans to construct not [--] but [--] #uranium processing plants despite a resource base which currently needs much more proving out. 👉For a junior company when is a NCIB the better option over a large scale drilling"  
[X Link](https://x.com/HoldcoMarkets/status/2001344105897693535)  2025-12-17T17:29Z [----] followers, [----] engagements


"Following a C$5.9M financing from $WUC just two months ago we ask ourselves today: 👉Is the announced (Dec. 17) NCIB really the best use of funds #uranium **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/western-uranium-vanadium-corp-is-a-potential-ncib-really-the-best-use-of-funds http://www.holdcomarkets.com/post/western-uranium-vanadium-corp-is-a-potential-ncib-really-the-best-use-of-funds"  
[X Link](https://x.com/HoldcoMarkets/status/2001721268245016971)  2025-12-18T18:28Z [----] followers, [---] engagements


"Following a C$5.9M financing from $WUC just two months ago we ask ourselves today: 👉Is the announced (Dec. 17) NCIB really the best use of funds #uranium **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/western-uranium-vanadium-corp-is-a-potential-ncib-really-the-best-use-of-funds http://www.holdcomarkets.com/post/western-uranium-vanadium-corp-is-a-potential-ncib-really-the-best-use-of-funds"  
[X Link](https://x.com/HoldcoMarkets/status/2001721431436996680)  2025-12-18T18:29Z [----] followers, [---] engagements


"Big news from the A-Basin: Initial Mineral Resource estimate for $FUU's JR Zone #uranium deposit located on the PLN Property 👉Based on all drillholes on the JR Zone to date the deposit is estimated to contain 11.8M lbs #U3O8 in the Measured category (121250t at4.39% U3O8)"  
[X Link](https://x.com/HoldcoMarkets/status/2003080943196881017)  2025-12-22T12:31Z [----] followers, [----] engagements


"Comments worth emphasizing from Camecos Grant Isaac at Goldmans Energy & Utilities Conference held earlier today : This #uranium market has never been more vulnerable to a shock than it is today. 👉That historic shock absorber DOE inventories or the megatons to megawatts project - gone. 👉400M lbs of uranium material flowing into the commercial market under the HEU Agreement gone none of that exists today. So this market will hit a shock. And when it hits a shock it has no shock absorbers anymore. .And that sounds like a pretty constructive thing for an incumbent producer."  
[X Link](https://x.com/HoldcoMarkets/status/2009031222916252071)  2026-01-07T22:35Z [----] followers, [----] engagements


"Opportunistic play by @IsoEnergyLtd making a bid for @ToroEnergyASX 👉Given close $ISO adds discounted $uranium optionality with the advanced Wiluna Project. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/isoenergy-adding-deeply-discounted-australian-exposure-via-acquisition-of-toro-energy-ltd http://www.holdcomarkets.com/post/isoenergy-adding-deeply-discounted-australian-exposure-via-acquisition-of-toro-energy-ltd"  
[X Link](https://x.com/HoldcoMarkets/status/1978106220851478661)  2025-10-14T14:30Z [----] followers, [---] engagements


"Opportunistic play by @IsoEnergyLtd making a bid for @ToroEnergyASX 👉Given close $ISO adds discounted $uranium optionality with the advanced Wiluna Project. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/isoenergy-adding-deeply-discounted-australian-exposure-via-acquisition-of-toro-energy-ltd http://www.holdcomarkets.com/post/isoenergy-adding-deeply-discounted-australian-exposure-via-acquisition-of-toro-energy-ltd"  
[X Link](https://x.com/HoldcoMarkets/status/1978106353735327933)  2025-10-14T14:31Z [----] followers, [---] engagements


"Where does #uranium fall in this equation Is it not a critical mineral Note that China General Nuclear Power is a 14% shareholder in Fission Uranium Corp. $FCU @quakes99 https://www.ft.com/content/6ca9a470-59ee-4809-8a5b-35f6073c9907 https://www.ft.com/content/6ca9a470-59ee-4809-8a5b-35f6073c9907"  
[X Link](https://x.com/HoldcoMarkets/status/1588194214663307264)  2022-11-03T15:39Z [----] followers, [--] engagements


"2023 is finally the year U.S. #uranium production comes back to the forefront. All largely lead by the likes of $PENMF $URG & $EU Not investment advice just opinions observations & analysis. Pls note & read the disclaimer 👇 https://www.holdcomarkets.com/post/anemic-fy-2022-domestic-uranium-production-who-s-leading-the-re-start-race https://www.holdcomarkets.com/post/anemic-fy-2022-domestic-uranium-production-who-s-leading-the-re-start-race"  
[X Link](https://x.com/HoldcoMarkets/status/1625882992047534085)  2023-02-15T15:41Z [----] followers, [----] engagements


"Domestic #uranium production is expected to re-start in 2H/2023 with at least three companies $URG $PENMF & $EU on track. Meaningful production is expected in 2024+ ***Not investment advice just opinion & analysis. Pls note & read the disclaimer:👇 https://www.holdcomarkets.com/post/expecting-meaningful-uranium-mining-re-starts-in-2h-2023 https://www.holdcomarkets.com/post/expecting-meaningful-uranium-mining-re-starts-in-2h-2023"  
[X Link](https://x.com/HoldcoMarkets/status/1647917378473193475)  2023-04-17T10:58Z [----] followers, [----] engagements


"Production expected in mid-2023 for @PEN_Energy 's Lance ISR #uranium project. Why we continue to view $PENMF as the best risk/reward story among ISR peers- link below: **Not investment advice just opinion & analysis. Pls note & read the disclaimer:👇 http://www.holdcomarkets.com/post/peninsula-energy-mid-2023-production-still-the-best-risk-reward-dynamics-among-us-isr-peers http://www.holdcomarkets.com/post/peninsula-energy-mid-2023-production-still-the-best-risk-reward-dynamics-among-us-isr-peers"  
[X Link](https://x.com/HoldcoMarkets/status/1656065188959858690)  2023-05-09T22:34Z [----] followers, [----] engagements


"Nearing a #uranium production restart a third party's decision $UEC to terminate a long standing toll processing deal prompts a needed insourcing strategy $PENMF ***Not investment advice just opinion observation & analysis. Note & read the disclaimer.👇 https://www.holdcomarkets.com/post/peninsula-energy-production-to-be-fully-insourced-following-processing-contract-termination https://www.holdcomarkets.com/post/peninsula-energy-production-to-be-fully-insourced-following-processing-contract-termination"  
[X Link](https://x.com/HoldcoMarkets/status/1681744249371459585)  2023-07-19T19:14Z [----] followers, [----] engagements


"#Copper: Stay focused on the LT view. Patience will be rewarded given structural drivers such as the energy transition and the gradual stabilization of China's property sector. Including a new re-stocking cycle demand to grow between 3.0%-3.5% in [----] #mining #equities"  
[X Link](https://x.com/HoldcoMarkets/status/1703931358144278736)  2023-09-19T00:37Z [----] followers, [----] engagements


"Yes the #uranium price is ripping but still a lot of overhang on $PENMF shares - the Nov. financing isn't entirely completed just yet: Note an EGM to approve the share issue and SPP launch scheduled for January [--] @HoldcoMarkets Dear sir why do you think $PEN may have such short book built recently Do shorts expect further downside possibly from here or even below 7.5c It is all whilst Uranium spot is ripping. @HoldcoMarkets Dear sir why do you think $PEN may have such short book built recently Do shorts expect further downside possibly from here or even below 7.5c It is all whilst Uranium"  
[X Link](https://x.com/HoldcoMarkets/status/1735394050067349598)  2023-12-14T20:19Z [----] followers, [----] engagements


"Because context among #uranium peers is always important when looking at the bigger picture and crafting an investment thesis. Sometimes its timely as well. $PENMF $EU $URG"  
[X Link](https://x.com/HoldcoMarkets/status/1816892121435058667)  2024-07-26T17:43Z [----] followers, [----] engagements


"Spot #uranium lags in January despite drama at Inkai and more corporate  production forecasts getting cut. The month in U Inventory: $SPUT $YCA **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/the-month-in-u-inventory-despite-drama-at-inkai-various-production-delays-spot-continues-to-lag http://www.holdcomarkets.com/post/the-month-in-u-inventory-despite-drama-at-inkai-various-production-delays-spot-continues-to-lag"  
[X Link](https://x.com/HoldcoMarkets/status/1885502981430231218)  2025-02-01T01:38Z [----] followers, [----] engagements


"Another month of big #uranium purchases by $SPUT. Elsewhere: 👉Japan back on the #nuclear bandwagon. 👉 $URG $EU $KAP $DNN all showing production progress. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/the-month-in-u-inventory-u3o8-production-ramps-higher-as-the-trust-keeps-adding-inventory http://www.holdcomarkets.com/post/the-month-in-u-inventory-u3o8-production-ramps-higher-as-the-trust-keeps-adding-inventory"  
[X Link](https://x.com/HoldcoMarkets/status/1951305310901047671)  2025-08-01T15:33Z [----] followers, [---] engagements


"Another month of big #uranium purchases by $SPUT. Elsewhere: 👉Japan back on the #nuclear bandwagon. 👉 $URG $EU $KAP $DNN all showing production progress. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/the-month-in-u-inventory-u3o8-production-ramps-higher-as-the-trust-keeps-adding-inventory http://www.holdcomarkets.com/post/the-month-in-u-inventory-u3o8-production-ramps-higher-as-the-trust-keeps-adding-inventory"  
[X Link](https://x.com/HoldcoMarkets/status/1951309471013048533)  2025-08-01T15:50Z [----] followers, [----] engagements


"Month end #uranium NAV updates for $SPUT and $YCA. 👉Financings & inventory increases as the spot tops $80/lb. 👉On huge volume y'day $SPUT now at a premium to NAV. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/the-month-in-u-inventory-inventory-additions-as-spot-surpasses-80-lb http://www.holdcomarkets.com/post/the-month-in-u-inventory-inventory-additions-as-spot-surpasses-80-lb"  
[X Link](https://x.com/HoldcoMarkets/status/1973393536482488391)  2025-10-01T14:24Z [----] followers, [----] engagements


"Pegasus Resources $PEGA: Cessation of Coverage; Final thoughts. 👉 Our price objective outlook and estimates should not be relied upon going forward. #uranium **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/pegasus-resources-cessation-of-coverage-final-thoughts-on-a-lost-year http://www.holdcomarkets.com/post/pegasus-resources-cessation-of-coverage-final-thoughts-on-a-lost-year"  
[X Link](https://x.com/HoldcoMarkets/status/1986902238191591813)  2025-11-07T21:03Z [----] followers, [---] engagements


"@patmvcr Correct - the point however is that despite new facilities and a much more conducive spot price since then the suspension remains. In the meantime many other ISR projects are advancing while both Lost Creek ( $URG) and Lance ( $PENMF) have fully re-started production"  
[X Link](https://x.com/HoldcoMarkets/status/1989374293688652179)  2025-11-14T16:46Z [----] followers, [---] engagements


"The most liquid #lithium carbonate contract on the Guangzhou Futures Exchange surged +9% and closed limit-up at RMB [-----] ($13400/ton) after Ganfeng Lithium Group's Chairman said he expects demand to increase by 30% in [----]. #mining #battery"  
[X Link](https://x.com/HoldcoMarkets/status/1990440805727687005)  2025-11-17T15:24Z [----] followers, [---] engagements


"PS - Happy New Year"  
[X Link](https://x.com/HoldcoMarkets/status/2010827675800154393)  2026-01-12T21:34Z [----] followers, [---] engagements


"2025 drilling concludes at @PremierAUranium 's Cyclone #uranium Project 👉Extension of a current mineralized trend + discovery of a new one. 👉More to come **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/premier-american-uranium-2025-cyclone-drilling-campaign-concludes-follow-up-to-come http://www.holdcomarkets.com/post/premier-american-uranium-2025-cyclone-drilling-campaign-concludes-follow-up-to-come"  
[X Link](https://x.com/HoldcoMarkets/status/2011514786392260781)  2026-01-14T19:04Z [----] followers, [---] engagements


"The ramp up at Lance continues: 👉Flow rates at HH14 averaging [--] home exceeding the reset plan. 👉HH16 started acidification. 👉HH15 construction on schedule. 👉400k-500k lbs #uranium expected to be produced in FY/2026"  
[X Link](https://x.com/anyuser/status/2014157783948529816)  2026-01-22T02:06Z [----] followers, [---] engagements


"Raising the price objective for @Copper_Fox2023 👉Higher LT #copper price deck. 👉Expansion of the Schaft Creek porphyry footprint. 👉Teck/Anglo EU decision soon. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/copper-fox-metals-raising-target-on-higher-lt-copper-price-schaft-creek-update http://www.holdcomarkets.com/post/copper-fox-metals-raising-target-on-higher-lt-copper-price-schaft-creek-update"  
[X Link](https://x.com/HoldcoMarkets/status/2015890001662296187)  2026-01-26T20:50Z [----] followers, [---] engagements


"Raising the price objective for @Copper_Fox2023 👉Higher LT #copper price deck. 👉Expansion of the Schaft Creek porphyry footprint. 👉Teck/Anglo EU decision soon. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/copper-fox-metals-raising-target-on-higher-lt-copper-price-schaft-creek-update http://www.holdcomarkets.com/post/copper-fox-metals-raising-target-on-higher-lt-copper-price-schaft-creek-update"  
[X Link](https://x.com/HoldcoMarkets/status/2015890124244922423)  2026-01-26T20:50Z [----] followers, [---] engagements


"Shares of @cameconews are up +380% since the October [--] [----] announcement to acquire a 49% stake in @WECNuclear along with Brookfield Renewable (51%). 👉In light of the IRA framework the deal just keeps getting more and more accretive. 👉Looking forward to the Cameco/Westinghouse hosted Vogtle #nuclear power plant tour in a few days. 👉Big things happening with #uranium and nuclear infrastructure. https://twitter.com/i/web/status/1985703270443016625 https://twitter.com/i/web/status/1985703270443016625"  
[X Link](https://x.com/HoldcoMarkets/status/1985703270443016625)  2025-11-04T13:38Z [----] followers, [----] engagements


"Framework to consolidate: @MyriadUranium Letter of Intent with @RushRareMetals for the Copper Mtn #uranium Project. 👉Definitive agreement expected within [--] days. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/myriad-uranium-binding-letter-of-intent-to-consolidate-copper-mountain http://www.holdcomarkets.com/post/myriad-uranium-binding-letter-of-intent-to-consolidate-copper-mountain"  
[X Link](https://x.com/HoldcoMarkets/status/2009309380911530144)  2026-01-08T17:01Z [----] followers, [---] engagements


"Framework to consolidate: @MyriadUranium Letter of Intent with @RushRareMetals for the Copper Mtn #uranium Project. 👉Definitive agreement expected within [--] days. **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/myriad-uranium-binding-letter-of-intent-to-consolidate-copper-mountain http://www.holdcomarkets.com/post/myriad-uranium-binding-letter-of-intent-to-consolidate-copper-mountain"  
[X Link](https://x.com/HoldcoMarkets/status/2009309585966784696)  2026-01-08T17:01Z [----] followers, [---] engagements


"Morgan Stanley highlighting that #uranium is one of its preferred commodities for [----]. 👉 $MS expects $90/lb by Q3/2026 👉Q4/2025 was meaningful as utilities added over 38M lbs. Annualized still well under replacement rate contracting however"  
[X Link](https://x.com/HoldcoMarkets/status/2010714866990952710)  2026-01-12T14:05Z [----] followers, [----] engagements


"2025 drilling concludes at @PremierAUranium 's Cyclone #uranium Project 👉Extension of a current mineralized trend + discovery of a new one. 👉More to come **Not investment advice just opinion observation & analysis. Pls note the disclaimer** http://www.holdcomarkets.com/post/premier-american-uranium-2025-cyclone-drilling-campaign-concludes-follow-up-to-come http://www.holdcomarkets.com/post/premier-american-uranium-2025-cyclone-drilling-campaign-concludes-follow-up-to-come"  
[X Link](https://x.com/HoldcoMarkets/status/2011514570649845948)  2026-01-14T19:03Z [----] followers, [---] engagements


"In light of the constant flow of Tech companies signing massive #nuclear PPAs and prompting highs in the U spot price and an elevated term price from a mining perspective the gap between quality #uranium development assets and garbage keeps widening. 👉As Arrow and Phoenix near FID milestones we're seeing an increasing number of established companies choose to package and spin-out their non-core assets in order to capitalize on a buoyant market. 👉Almost everyday a new prospectus crosses our desk however the assets in question make no economic sense (have been passed on numerous times in"  
[X Link](https://x.com/HoldcoMarkets/status/2012166388136267826)  2026-01-16T14:13Z [----] followers, [----] engagements


"With the dollar at a fresh 4-mth low #silver recently surpassed the $100 per ounce level while #gold is nearing the $5100 per ounce level. This equates to a gold/silver ratio of 46x. Is there more silver upside in the cards 👉Recall that a ratio of 25x was last seen in the late 1970s/early 1980s. 👉Today much larger fiscal deficits and greater debt loads compared to the 1980s"  
[X Link](https://x.com/HoldcoMarkets/status/2015788273809973622)  2026-01-26T14:05Z [----] followers, [---] engagements

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