#  @Napalm_1_ Napalm Napalm posts on X about $uun, $ura, $urnm, $yca the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1427950516768854027/interactions)  - [--] Week [------] -17% - [--] Month [-------] +53% - [--] Months [-------] +48% - [--] Year [---------] -1.30% ### Mentions: [--] [#](/creator/twitter::1427950516768854027/posts_active)  - [--] Week [--] -43% - [--] Month [--] +76% - [--] Months [---] +23% - [--] Year [---] +56% ### Followers: [------] [#](/creator/twitter::1427950516768854027/followers)  - [--] Week [-----] -0.11% - [--] Month [-----] -0.32% - [--] Months [-----] +3.30% - [--] Year [-----] +7.70% ### CreatorRank: [-------] [#](/creator/twitter::1427950516768854027/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 35.11% [currencies](/list/currencies) 8.4% [countries](/list/countries) 7.63% [cryptocurrencies](/list/cryptocurrencies) 4.96% [stocks](/list/stocks) 3.82% [exchanges](/list/exchanges) 1.53% [travel destinations](/list/travel-destinations) 1.15% [social networks](/list/social-networks) 0.76% [technology brands](/list/technology-brands) 0.76% [financial services](/list/financial-services) 0.38% **Social topic influence** [$uun](/topic/$uun) 37.02%, [$ura](/topic/$ura) 21.37%, [$urnm](/topic/$urnm) 19.85%, [$yca](/topic/$yca) 13.74%, [trust](/topic/trust) 11.45%, [$uu](/topic/$uu) 9.54%, [$lot](/topic/$lot) 8.02%, [commodities](/topic/commodities) 6.87%, [$dyl](/topic/$dyl) 6.87%, [$pdn](/topic/$pdn) 6.49% **Top accounts mentioned or mentioned by** [@sprott](/creator/undefined) [@numerco](/creator/undefined) [@uraniummarkets](/creator/undefined) [@uraniuminsider](/creator/undefined) [@malcolmraw99915](/creator/undefined) [@evomarkets](/creator/undefined) [@chaeyunchong](/creator/undefined) [@sammy2288776](/creator/undefined) [@alshap](/creator/undefined) [@schwarzenegger](/creator/undefined) [@theeconomist](/creator/undefined) [@mrneilerua](/creator/undefined) [@blindpig1966](/creator/undefined) [@mbkrugby](/creator/undefined) [@quakes99](/creator/undefined) [@urtokencorgi](/creator/undefined) [@paulomacro](/creator/undefined) [@denouementiv](/creator/undefined) [@uranium_ftw](/creator/undefined) **Top assets mentioned** [Cameco Corporation (CCJ)](/topic/$ccj) [Pentagon Games (PEN)](/topic/$pen) [Denison Mines Corp (DNN)](/topic/$dnn) [Uranium Energy Corp. (UEC)](/topic/$uec) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Magna International (MGA)](/topic/$mga) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [Endeavour Silver Corp. (EXK)](/topic/$exk) ### Top Social Posts Top posts by engagements in the last [--] hours "No plan $BTC created in January2009 meaning BTC didnt experience a liquidity crunch like in2008 yet Saylor says no credit risk Banks might see it differently I know fund that saw its line of credit being revoked overnight bc bank👀for its own liquidity security 1st $MSTR Yeah it's not looking good for your digital gold. Saylor casually chatting about $8K $BTC https://t.co/BllyUv4o69 Yeah it's not looking good for your digital gold. Saylor casually chatting about $8K $BTC https://t.co/BllyUv4o69" [X Link](https://x.com/Napalm_1_/status/2022428971615633466) 2026-02-13T21:53Z [----] followers, [---] engagements "#Uranium because there just isnt enough available for short term delivery to satisfy everyone. $URNM $URA $URNJ $U.UN $UROY" [X Link](https://x.com/Napalm_1_/status/1706360507311985128) 2023-09-25T17:30Z [----] followers, [----] engagements "Against a) U3O8 deficit (excl bcd): 38Mlb in2024.Also huge deficit after b) Restocking: 20% of 175Mlb/y =35Mlb New demand from licence extensions (c) & fin players & new U3O8 funds (d) BIG difference between 2018-2022 & today👇 100+ USD/lb #uranium coming (5/5) $U.UN Global primary deficit in2018-2022utilities/UxC:We are fine Global primary deficit in 2H2023utilities/UxC:Houstonwe have problem Difference The commercial available #uranium stockpile created in2011-2017that filled the gap in2018-2022now depleted #commodities (1/2) https://t.co/gRJcr6t67b Global primary deficit" [X Link](https://x.com/Napalm_1_/status/1730241296902582749) 2023-11-30T15:04Z [----] followers, 67.4K engagements "What happens when physical silver has been running hard is sold at premium & is less available They go over to #palladium & #Platinum Sibanye-Stillwater $SBSW ValOre Metals Corp $VO: Pedra Branca (PGEs & Au) flagship project & Hatchet Lake (U3O8) deposits PALLADIUM The audacity of that comment on the 18th of November https://t.co/r3L0FZTgh7 PALLADIUM The audacity of that comment on the 18th of November https://t.co/r3L0FZTgh7" [X Link](https://x.com/Napalm_1_/status/2011070973462605866) 2026-01-13T13:40Z [----] followers, [----] engagements "$AG $EXK and others cant keep up with the fast decline of #silver price 🙂" [X Link](https://x.com/Napalm_1_/status/2017291122087698631) 2026-01-30T17:37Z [----] followers, [----] engagements "#silver is now back under the price it had a month ago. Silver stocks like $AG $EXK still respectively 23% and 12% above their share price a month ago" [X Link](https://x.com/Napalm_1_/status/2017302922581746096) 2026-01-30T18:24Z [----] followers, [----] engagements "Not enough skilled labour force to build many reactors starting soon Cant be dishonest towards people following me I dont believe $CCJ Westinghouse will start construction of [--] plus reactors early [----] There isnt enough qualified labour force to achieve this #uranium Why does Goldman Sachs call Cameco $CCJ its highest conviction play on the #nuclear theme Maybe because there are more than 30+ Westinghouse AP1000 Reactors in the planning stages: [--] in Bulgaria [--] (potentially 15) in and [--] (potentially 17) in . Profitable👇#Uranium https://t.co/pK3Ydj8kds Why does Goldman Sachs call Cameco" [X Link](https://x.com/Napalm_1_/status/2019450706369888455) 2026-02-05T16:39Z [----] followers, [----] engagements "When - investors go risk-off - BoJ &/or FED their balance sheet which liquidity in market - bond market gets into trouble - banks take liquidity safeguard measures The general stockmarkets gets hit while high risk investments (mining stocks) are thrown out WHEN" [X Link](https://x.com/Napalm_1_/status/2019552144244998192) 2026-02-05T23:22Z [----] followers, [----] engagements "Uranium spot price could be hit like silver is being hit atm Reason 😱 for liquidity crunch in future = frontrun this (self fulfilling prophecy) Some family offices/utilities/intermediaries/producers hold physical #uranium (like in 2H 2008) & AI tourists sell Uranium ETFs" [X Link](https://x.com/Napalm_1_/status/2019556278931173716) 2026-02-05T23:38Z [----] followers, [----] engagements "Its a combination of different factors Uncertainty in US future Japan spending Bond market unstable BTC breaking important support level Big Tech huge capex spending while earnings will not cover those capex amounts = overvalued Debt crisis in the making Nasdaq $QQQ has now closed below its 100-day moving average for [--] consecutive days for the first time since May 🚨🚨🚨 https://t.co/1BHP8eDw9E Nasdaq $QQQ has now closed below its 100-day moving average for [--] consecutive days for the first time since May 🚨🚨🚨 https://t.co/1BHP8eDw9E" [X Link](https://x.com/Napalm_1_/status/2019559727919952295) 2026-02-05T23:52Z [----] followers, [---] engagements "@ChaeYunChong @Sammy2288776 I sold a part last week but not all. So I took a hit. Will LOT do well in coming years Imo yes. Could it bounce up again in coming weeks Yes maybe But I sold all my LOT now Why Because the broader market & bond market became very dangerous now [----] will be difficult" [X Link](https://x.com/Napalm_1_/status/2019582938590183724) 2026-02-06T01:24Z [----] followers, [--] engagements "@MrNeilerua AI tourists" [X Link](https://x.com/Napalm_1_/status/2019731305261646267) 2026-02-06T11:14Z [----] followers, [---] engagements "Imo AI becoming bigger reason for layoffs in [----] 😱 of future layoffs among more & more US workers +😱 for rising electric bills Slowing down AI/datacenter buildout argument growing + healtcare insurance price + tarrifs bills The road to Midterms 👀 #uranium 1/3 Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is Six US states now have bills to pause data center" [X Link](https://x.com/Napalm_1_/status/2020437802471883125) 2026-02-08T10:01Z [----] followers, [----] engagements "$PDN $LOT $AEE $AEU $BMN $DYL $PEN #uranium 🎇🎆Today #SPUT put its $323M war chest to work in the Spot #Uranium market💰🛒as its ATM raised millions more stacking cash🔥🏧💵sending #Nuclear fuel brokers @UraniumMarkets soaring +$9.13 to a 2-year high of $100.50/lb #U3O8🚀🌟 and @Numerco leaping +7.75 to $100 even💯🤠🐂🏄 https://t.co/VYcLg8Zvqv 🎇🎆Today #SPUT put its $323M war chest to work in the Spot #Uranium market💰🛒as its ATM raised millions more stacking cash🔥🏧💵sending #Nuclear fuel brokers @UraniumMarkets soaring +$9.13 to a 2-year high of $100.50/lb #U3O8🚀🌟 and @Numerco" [X Link](https://x.com/Napalm_1_/status/2016624201675821311) 2026-01-28T21:27Z [----] followers, [----] engagements "Not realistic Im pro #nuclearbut betting on🏗 start of [--] 1000MW reactors in US by early2028 is just wishful thinking Gas-fired power 🏗 faster than reactors 🏗 big reactors in 5y in West estimates 7y 🏗 for next [--] in US Westinghouse 👀 12y earnings from🏗 #uranium Only way this is remotely realistic is if the US announces construction of [--] new nuclear power plants tomorrow https://t.co/18cUgs5cCK Only way this is remotely realistic is if the US announces construction of [--] new nuclear power plants tomorrow https://t.co/18cUgs5cCK" [X Link](https://x.com/Napalm_1_/status/2020508223539933361) 2026-02-08T14:41Z [----] followers, [----] engagements "#uranium spotmarket is very small market bc most of uranium deliveries go through LT contracts Today utilities signing LT contracts with deliveries starting in [----] & beyond. Spotmarket for utilities & enrichers is mainly for adjustments in U3O8 needs (1/8) $YCA $FTSE $U.UN" [X Link](https://x.com/anyuser/status/1612779306081476608) 2023-01-10T11:52Z [----] followers, 78.6K engagements "$LOT neglected for very long time & by consequence very cheap (PE10) Now investors start to rediscover that #uranium mine that already produced until2013 & restarts production now Fully funded Incoming cashflows in2026 Most lbs available for contracting at higher price 2/2" [X Link](https://x.com/Napalm_1_/status/2015920996058911156) 2026-01-26T22:53Z [----] followers, [----] engagements "By [----] Probably Question: will investors hold on to $CCJ for 5y with all broader market troubles coming are way Labour shortage in🏗 sector inwill slow projected new AP1000🏗 starts down PE at [---] USD/share will remain very high in 2026/2027 AI tourists go in & get out About 7% of my #uranium portfolio is Cameco. I am now convinced that $ccj $cco will be a behemoth in the next [--] years. Production Expansion Vertical integration AP1000's through Westinghouse . I will continue to swing into and add to on any market weakness henceforth. https://t.co/vMsRP3uQ3S About 7% of my #uranium portfolio" [X Link](https://x.com/Napalm_1_/status/2019727466944995353) 2026-02-06T10:58Z [----] followers, [----] engagements "With increasing AI use less and less freshly graduated students without job experience get hired while those companies use the existing workforce to train AI (step 1) Step [--] part of existing workforce is laid off The US student loan delinquency is only getting started imo U.S. Student Loan Delinquencies Hit Crisis Levels: The Share Of Loans Transitioning Into Serious Delinquency (90+ Days Past Due) Surged To A Record 16.19% In Q4 [----]. U.S. Student Loan Delinquencies Hit Crisis Levels: The Share Of Loans Transitioning Into Serious Delinquency (90+ Days Past Due) Surged To A Record 16.19% In" [X Link](https://x.com/Napalm_1_/status/2022596320461017127) 2026-02-14T08:58Z [----] followers, [---] engagements "Good reason for that I expect global replacement rate level contracting will not be reached in2026 either Temporary created mismatch in nuclear fuel cycle Growth in nuclear fuel consumption in 2026-2029 (#uranium 2024-2027) mainly coming from non-Western countries 1/2 $CCJ Cameco $CCJ contract book for the last [--] years. Moving upward but appreciate that we may be seeing utilities still not committed to replacement rate contracting. [----] was the lowest increase. #Uranium CONTRACTS [----] - [---] million lbs [----] - [---] [----] - [---] [----] - [---] [----] - [---] Cameco $CCJ contract book for the last [--] years." [X Link](https://x.com/Napalm_1_/status/2022671165832204644) 2026-02-14T13:56Z [----] followers, [----] engagements "And even if CCJ contractbook would increase faster in [----] it would only be for deliveries in [----] and beyond $CCJ is fully booked for coming years and needs to buy in spot or borrow uranium lb from others to honor their existing #uranium supply contracts 2/2" [X Link](https://x.com/Napalm_1_/status/2022671469931827228) 2026-02-14T13:57Z [----] followers, [---] engagements "$KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) 💥Kazatomprom $KAP had previously announced a [----] ramp-up in #Kazakhstan's #Uranium production by 4300tU (+11.2M lbs) from 21000tU to 25300tU which would have been -10% below the Subsoil Use Limit but have revised downward to just a +750tU (+1.95M lbs) increase from [----] - https://t.co/doPV2QP54k 💥Kazatomprom $KAP had" [X Link](https://x.com/Napalm_1_/status/1753044640184373452) 2024-02-01T13:16Z [----] followers, 52.8K engagements "Note:175Mlb is NOT total #uranium (U3O8) demand2024its actually much higher 175Mlb is the estimated total U3O8 consumption2024 (without 1st reactor cores) Total U3O8 demand=Total U3O8 consumption+strategic U3O8 inventory build out+U3O8 restocking by utilities (4/4) $U.UN" [X Link](https://x.com/Napalm_1_/status/1753068424274788378) 2024-02-01T14:50Z [----] followers, 26.8K engagements "1 memo to put above your🛌/💻: The secondary supply that was used to compensate🌎annual primary #uranium deficit in2018-2023 is now DEPLETED while uranium demand is price INELASTIC Now that primary deficit can only be solved by new production Good luck with that $U.UN 🚀 $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the" [X Link](https://x.com/anyuser/status/1753154413911310370) 2024-02-01T20:32Z [----] followers, 22.4K engagements "Imo Deep Yellow $DYL $DYLLF is significantly undervalued compared to less advanced peers. John Borshoff and his team already did it with the Langer Heinrich deposit (a mine today) 30km from Tumas with quite similar geology and type of deposit mineralization (1/4) #uranium" [X Link](https://x.com/Napalm_1_/status/1754687156310725038) 2024-02-06T02:03Z [----] followers, 10.4K engagements "There is no way out of it The upward pressure in #uranium spot market will continue for a long time Why Bc the secondary supply used to solve the primary deficit is depleted Now primary deficit can only be solved with big new uranium production Good luck with that (1/2) Where are we in terms of LT contracting compared to the previous #uranium cycle [----] was the first year of the previous cycle in which the annual consumption + inventory build-up by the uts (254Mlb in total) was contracted. It is worth noting and to give just one example Where are we in terms of LT contracting compared to the" [X Link](https://x.com/anyuser/status/1758145349305131363) 2024-02-15T15:04Z [----] followers, 15.9K engagements "Total shorted vs average daily volume $PDN 41M shares shorted vs 2.6M shares traded daily $BOE 55M shares shorted vs 2.8M shares traded daily $DYL 95M shares shorted vs 5.4M shares traded daily $LOT 154M shares shorted vs 8.4M shares traded daily Short squeeze #uranium" [X Link](https://x.com/Napalm_1_/status/1846021257294131526) 2024-10-15T02:52Z [----] followers, 28.1K engagements "The implications are huge. & are taking all future #uranium production from Kazakhstan away from western utilities () Western utilities will soon beg for future uranium lbs from $EU $PEN $LOT $UEC $GLO $BMN $DYL = pre payments of deliveries will become the norm Breaking news Kazatomprom shareholders to approve another major contract between KAP and CNNC #uranium https://t.co/HjmNQrfgsY Breaking news Kazatomprom shareholders to approve another major contract between KAP and CNNC #uranium https://t.co/HjmNQrfgsY" [X Link](https://x.com/Napalm_1_/status/1846182832479088678) 2024-10-15T13:34Z [----] followers, [----] engagements "Look at the short positions vs average daily trading volumes =Several trading days of high volumes or several weeks with average volumes will be needed to close those short positions on $DYL $BOE $PDN $LOT 🥳 while #uranium ETFs will also buy underlying uranium company shares" [X Link](https://x.com/anyuser/status/1848201353992040836) 2024-10-21T03:15Z [----] followers, 15.5K engagements "How the hell are shorters going to get out of those short positions The volume of $DYL for instance was only [---] million shares [--] minutes before end of the trading day vs [--] million shares shorted Short squeeze in ASX listed #uranium companies in the making $PDN $LOT $BOE Look at the short positions vs average daily trading volumes =Several trading days of high volumes or several weeks with average volumes will be needed to close those short positions on $DYL $BOE $PDN $LOT 🥳 while #uranium ETFs will also buy underlying uranium company shares https://t.co/3CB0mrt7FV Look at the short" [X Link](https://x.com/anyuser/status/1848226636161745387) 2024-10-21T04:55Z [----] followers, 17.7K engagements "My $U.UN purchase yesterday was my biggest purchase order on the stockmarket in my entire investors carrier With primary #uranium supply deficit remaining & growing while inventory X being depleted now each day operational inventories are reduced by FORCE Tik tok tik tok I just bought physical #uranium at a price of 75USD/lb $U.UN [--] - [---] = 33% [--] - [---] = 60% [--] - [---] = No mining related risks here I just bought physical #uranium at a price of 75USD/lb $U.UN [--] - [---] = 33% [--] - [---] = 60% [--] - [---] = No mining related risks here" [X Link](https://x.com/anyuser/status/1851977028074893681) 2024-10-31T13:18Z [----] followers, [----] engagements "#uranium Inkai" [X Link](https://x.com/anyuser/status/1874880772919930914) 2025-01-02T18:09Z [----] followers, [----] engagements "The announcement was made after closing of the North American stockmarkets yesterday. So the #uranium sector ETFs didnt even start to buy underlying uranium holdings YET For #ASX it starts on Monday at the earliest Upside pressure coming $DYL $BOE $PDN $LOT $BMN" [X Link](https://x.com/anyuser/status/1925785342289846577) 2025-05-23T05:26Z [----] followers, [----] engagements "Uranium contracts at higher and higher #uranium prices Uranium demand from utilities is extremely price inelastic Combined with a structural primary supply deficit while secondary supply is now gone = much higher uranium price coming $PDN $BOE $LOT $EU 🥳 #uranium CGN just signed contracts at $100/lb now up 20% https://t.co/CxBeTs2NAG can someone please unpack this https://t.co/hqUkNajT8Y #uranium CGN just signed contracts at $100/lb now up 20% https://t.co/CxBeTs2NAG can someone please unpack this https://t.co/hqUkNajT8Y" [X Link](https://x.com/anyuser/status/1930117803043877252) 2025-06-04T04:21Z [----] followers, [----] engagements "Just 400000lb pushing uranium spotprice from [----] to [-----] USD/lb in [--] day 🙂 And SPUT is raising [---] million USD that will give them a buying power equivalent to 2600000lb #uranium at [--] USD/lb or [---] Mlb at [--] USD/lb or [----] Mlb at [--] USD/lb Starting Friday $U.UN $YCA Spot market yesterday https://t.co/OXwFMgSFAG https://t.co/uybmZdMfQD Spot market yesterday https://t.co/OXwFMgSFAG https://t.co/uybmZdMfQD" [X Link](https://x.com/anyuser/status/1935091757722865976) 2025-06-17T21:46Z [----] followers, 14.8K engagements "Those 650000lb #uranium SPUT bought on Friday were probably the easy quarterly lbs from Olympic Dam. And after that $YCA $U.UN #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -3.35% discount to NAV No pounds purchased No trusts issued = no $ raised $182.7m in cash https://t.co/UJrqW3gxc0 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -3.35% discount to NAV No pounds purchased No trusts issued = no $ raised $182.7m in cash https://t.co/UJrqW3gxc0" [X Link](https://x.com/anyuser/status/1937437069942395067) 2025-06-24T09:06Z [----] followers, [----] engagements "$LOT message to utilities Noyou will not get remaining #uranium easily.We now want market linked pricingreferenced to but not sold into spotmarket. Want price. Just did 65.3M AUD raise (42.6M USD) to allow us to stockpile uranium instead of selling it to you $U.UN $YCA" [X Link](https://x.com/anyuser/status/1963488515091583245) 2025-09-04T06:25Z [----] followers, 13.8K engagements "Up up she goes #uranium Up Up & Away🎈 Spot #Uranium has spiked +75c to $77.25/lb #U3O8 over at UK #Nuclear fuel brokers @Numerco 💲⚛⛏ which has lit an even hotter fire under soaring U #mining #stocks 🔥🚀heading into afternoon trading in NYC & TO.🤠🐂🚆 https://t.co/h3Ih9XgqGc Up Up & Away🎈 Spot #Uranium has spiked +75c to $77.25/lb #U3O8 over at UK #Nuclear fuel brokers @Numerco 💲⚛⛏ which has lit an even hotter fire under soaring U #mining #stocks 🔥🚀heading into afternoon trading in NYC & TO.🤠🐂🚆 https://t.co/h3Ih9XgqGc" [X Link](https://x.com/anyuser/status/1969081912531513726) 2025-09-19T16:51Z [----] followers, [----] engagements "#SPUT now traded [--] million SPUT unites above NAV. This would be the biggest raise since a very long time 78USD/lb at the close 80USD/lb #uranium spotprice very soon 🚨Spot #Uranium continues its flight higher🌀🪁 now UP +$1.25 to $77.75/lb #U3O8 for UK #Nuclear fuel brokers @Numerco 💲⚛⛏ as #SPUT's ATM is on fire constantly issuing new shares to raise 10's of $Millions in new stacking cash🔥🏧💵 as U #stocks soar.🚀🌜🤠🐂🚆 https://t.co/tcKhuA1CJ3 🚨Spot #Uranium continues its flight higher🌀🪁 now UP +$1.25 to $77.75/lb #U3O8 for UK #Nuclear fuel brokers @Numerco 💲⚛⛏ as #SPUT's ATM is on" [X Link](https://x.com/anyuser/status/1969121739939446855) 2025-09-19T19:29Z [----] followers, [----] engagements "Mega raise 95M USD of the 117M USD cash at their disposal to buy lbs 95M USD to buy uranium [--] USD/lb = 1.2M lbs And Monday #SPUT will open well above NAV I very rarely use it but this time its justified Soon #uranium spotprice 🚀 and $URNM $URA $URNJ will follow #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash https://t.co/iguwmugPHL #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash" [X Link](https://x.com/anyuser/status/1969179515608850836) 2025-09-19T23:19Z [----] followers, [----] engagements "Not 300klb but 264078lb were bought today It seems that SPUT has reached the end of available #uranium lbs at [--] USD/lb But #SPUT still has 115M USD of their 138M USD cash at their disposal to buy more uranium + SPUT NAV after closing =More money will be raised tomorrow #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in cash https://t.co/L0ONJOBcO8 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in" [X Link](https://x.com/anyuser/status/1970291082953986321) 2025-09-23T00:56Z [----] followers, [----] engagements "The first [--] min [------] #SPUT units have been traded above NAV today 6h 15min to go #uranium spotprice possibly reaching 80USD/lb today already Upward flywheel effect in progress" [X Link](https://x.com/anyuser/status/1970485082449469661) 2025-09-23T13:47Z [----] followers, [----] engagements "$YCA just announced a capital raise to buy [----] million lbs of #uranium from KAP 🥳 SPUT bought [-------] lbs the last [--] trading days Thats 3M lbs purchased in total last [--] trading days Note: KAP suggested their [----] production would be 8M lbs lower than previously expected Breaking💥 As anticipated #UK Physical #Uranium fund Yellow Cake plc $YCA in London has initiated a raise of US$125M to purchase 1.33M lbs #U3O8 ⚛⛏🛒exercising its [----] purchase option with Kazatomprom $KAP at $75.08/lb a 7.1% discount to Spot at $80.80🤠🐂 https://t.co/TPH2IPNQWy Breaking💥 As anticipated #UK Physical" [X Link](https://x.com/anyuser/status/1970755241034256470) 2025-09-24T07:40Z [----] followers, 10K engagements "Example of non event: URNM exit: PUR 5311k sh vs URNJ: new $PUR position: 0.12%+ 0.75%= 0.87/0.12 x 734k sh=5321k sh 724k sh difference easily done via other institutional If not only 724k sh sold in market in December Thats it🙂 Before: URA reweighting uranium price" [X Link](https://x.com/Napalm_1_/status/1980276696541737168) 2025-10-20T14:15Z [----] followers, [----] engagements "Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6)" [X Link](https://x.com/Napalm_1_/status/1694325723991859206) 2023-08-23T12:28Z [----] followers, 108.5K engagements "In August2023 I showed with 30pp report that the #uranium inventory created in2011-2017 (inventory X) used to compensate annual primary deficit since early2018 was now (2023) (close to be) depleted Surprise. During high season that followed uranium spotprice went (1/3) $U.UN Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6) https://t.co/iI6Bm34MlV Hi everyone My detailed report (30 pages): An" [X Link](https://x.com/anyuser/status/1822697467814597049) 2024-08-11T18:11Z [----] followers, 19.1K engagements "With all major #uranium producers + couple small producers ALL producing significantly less lbs in2H2024/2025 than all lbs delivery commitments towards their clients in2H2024/2025while: (1) inventory X being mathematically depleted now (2) U1 having less to sell in spot 1/10" [X Link](https://x.com/anyuser/status/1833150500738412959) 2024-09-09T14:28Z [----] followers, 16.6K engagements "Its like a moving tanker (#uranium demand) still tied to the dock (spotmarket & spotprice) with a rope (inventory X). The moving tanker cant be stopped & will eventually take the dock (spotmarket & spotprice) with it bc the rope (inventory X) is coming to its end 1/3 $U.UN With all major #uranium producers + couple small producers ALL producing significantly less lbs in2H2024/2025 than all lbs delivery commitments towards their clients in2H2024/2025while: (1) inventory X being mathematically depleted now (2) U1 having less to sell in spot 1/10 https://t.co/BtC244GrRW With all major #uranium" [X Link](https://x.com/anyuser/status/1834626923223195968) 2024-09-13T16:15Z [----] followers, 23.3K engagements "#SPUT is raising money at the close #uranium" [X Link](https://x.com/anyuser/status/1968765357574721652) 2025-09-18T19:53Z [----] followers, [----] engagements "Just on time (before the sharp share price drop) 🙂 No cash issue here $WUC $FSY #uranium" [X Link](https://x.com/Napalm_1_/status/1980173933757272175) 2025-10-20T07:27Z [----] followers, [----] engagements "Norasa of Forsys Metals $FSY neglected by many #uranium deposit in Namibia only 25km from Rossing (low grade) 40km from Husab (low grade) = Perfect takeover for CGN/CNNC familiar with uranium mining FSY held by URNM URNJ URA 1/2 🔋 Powering a cleaner tomorrow. Forsys Metals is leading the charge with its 100%-owned Norasa Uranium Project in Namibia. Safe sustainable and future-focused. 🌍 Learn more:https://t.co/DxjSr6QaBQ TSX: $FSY #Uranium #CleanEnergy https://t.co/znsskP48Kl 🔋 Powering a cleaner tomorrow. Forsys Metals is leading the charge with its 100%-owned Norasa Uranium Project in" [X Link](https://x.com/Napalm_1_/status/1920480248098967868) 2025-05-08T14:05Z [----] followers, [----] engagements "Skyharbour $SYH : Orano Begins 7000m Drill Program at Preston Uranium Project https://www.skrillnetwork.com/skyharbour-gains-as-orano-jv-ignites-7000m-drilling-push-at-preston-uranium-project https://www.skrillnetwork.com/skyharbour-gains-as-orano-jv-ignites-7000m-drilling-push-at-preston-uranium-project" [X Link](https://x.com/Napalm_1_/status/1923093227386831048) 2025-05-15T19:08Z [----] followers, [---] engagements "Husab (Swakup uranium) taken over by CGN in2012 when DFS completed 66% of Rossing mine taken over by CNNC in2019 Norasa #uranium deposit (Forsys Metals $FSY) in Namibia only 25km from Rossing (low grade) 40km from Husab (low grade) =Norasa as a satelite of Rossing or Husab Chinese Nuclear Firms Eye Uranium Acquisitions #uranium #nuclearenergy https://t.co/GHhX1WShI8 Chinese Nuclear Firms Eye Uranium Acquisitions #uranium #nuclearenergy https://t.co/GHhX1WShI8" [X Link](https://x.com/Napalm_1_/status/1923812284322709575) 2025-05-17T18:46Z [----] followers, [----] engagements "URA rebalancing: The more the share prices of large uranium majors and ☢ companies go up today & in coming trading days the more cash will be used to buy lagging small caps ( $LAM $FUU $FSY $SYH $WUC $AGE) in coming [--] trading days" [X Link](https://x.com/Napalm_1_/status/1945922080962167292) 2025-07-17T19:02Z [----] followers, [----] engagements "Undervalued underestimated by most. If I have time I will post an update $FSY #uranium" [X Link](https://x.com/Napalm_1_/status/1965498156948619697) 2025-09-09T19:30Z [----] followers, [----] engagements "5) acquired add property early [----] 3x from [----] CAD/sh not difficult to achieve backed by - $FSY being very cheap today compared to FSY with same #uranium project many years ago - Norasa (FSY) being interesting takeover for CNNC/CGN in less risky country for than 3/3" [X Link](https://x.com/Napalm_1_/status/1967997759438602441) 2025-09-16T17:03Z [----] followers, [---] engagements "Important for security of #uranium supply of Europe Neglected by investors looking for short term gains Uranium exploration/development ban lifted on January 1th [----] = intrinsic value A multi-bagger if you just forget about it in short term Happy holder of $AEE position" [X Link](https://x.com/Napalm_1_/status/1994191000168710226) 2025-11-27T23:45Z [----] followers, [----] engagements "Mega Uranium $MGA conservative Net Asset Value on September 5th2025 after closing of stockmarket: [-----] CAD/sh MGA share price only at [----] CAD/sh 44% discount to NAV😂 I used a zero value for the warrant positions and for the Maureen Property #uranium $NXE $ISO $SASK $PUR" [X Link](https://x.com/Napalm_1_/status/1965060810398662758) 2025-09-08T14:33Z [----] followers, [----] engagements "Even my $MGA update of today is outdated 🙂 NXE ISO PUR already higher #uranium" [X Link](https://x.com/Napalm_1_/status/1965416067024781656) 2025-09-09T14:04Z [----] followers, [----] engagements "Hi everyone I made a long post trying to explain with a fictive example how SPUT is significantly impact the term market by purchasing #uranium from carrytraders today which will increase #U3O8 demand in the term market from those carrytraders. https://www.reddit.com/r/UraniumSqueeze/comments/s40sn5/spot_market_with_sput_sput_is_tightening_the_term/ https://www.reddit.com/r/UraniumSqueeze/comments/s40sn5/spot_market_with_sput_sput_is_tightening_the_term/" [X Link](https://x.com/Napalm_1_/status/1482108890959552518) 2022-01-14T21:54Z [----] followers, [---] engagements "@Alshap @Schwarzenegger You are missing the point. Arnold tried to explain how many soldiers and people are manipulated by desinformation like his father was during WWII" [X Link](https://x.com/Napalm_1_/status/1504580942173716489) 2022-03-17T22:10Z [----] followers, [---] engagements "Hi everyone Most of the #uranium investors dont get the real impact of operational license extensions. The real impact is underestimated by most #U3O8 investors. Here is an explanation on the real impact of it: $URNM $URA $HURA $U.UN #SPUT https://www.reddit.com/user/Napalm-1/submitted/sort=new https://www.reddit.com/user/Napalm-1/submitted/sort=new" [X Link](https://x.com/anyuser/status/1505179472831684612) 2022-03-19T13:48Z [----] followers, [---] engagements "Step-by-step we are getting there Soon SPUT will be accessible for a larger group of investors. Patience will be well rewarded. #uranium $URNM $URA $HURA Yee-Haw🤠🐂 Senior Counsel for NYSE Arca today submitted the 19b4 filing to the SEC to list and trade shares of the @Sprott Physical #Uranium Trust.🏦👍 The filing is posted on the NYSE website at: https://t.co/HfOCdM19as https://t.co/OLnE3BwCzP Yee-Haw🤠🐂 Senior Counsel for NYSE Arca today submitted the 19b4 filing to the SEC to list and trade shares of the @Sprott Physical #Uranium Trust.🏦👍 The filing is posted on the NYSE website at:" [X Link](https://x.com/anyuser/status/1513649113149104135) 2022-04-11T22:44Z [----] followers, [---] engagements "Im preparing an example of how #uranium price is likely to go towards [--] USD/lb in the near future using Denison Mines as a testcase (= positive for $DNN and for the #U3O8 spotprice)" [X Link](https://x.com/Napalm_1_/status/1518563555313954817) 2022-04-25T12:12Z [----] followers, [--] engagements "A conversation between Denison Mines & a US utility somewhere in the second semester of [----] based on the real figures (scenario) -- I will not be surprised to see an #uranium price reaching [--] USD/lb in [----] (and much higher #U3O8 prices in 2023/2024) (1/3) $URNM $HURA $URA" [X Link](https://x.com/Napalm_1_/status/1519302421490679808) 2022-04-27T13:08Z [----] followers, [---] engagements "Now that the market is closed I really recommend to listen to this very bullish conference call. In the Q&A after the presentation they were explicitly saying that there is panic at enrichment level but that this panic didnt even impact the conversion & #U3O8 yet 😉 #uranium #Cameco's [----] Q1 conference call audio recording and webcast replay are now available at https://t.co/r8QXNpQHtr $CCO.TO $CCJ #Cameco's [----] Q1 conference call audio recording and webcast replay are now available at https://t.co/r8QXNpQHtr $CCO.TO $CCJ" [X Link](https://x.com/anyuser/status/1522323129690898433) 2022-05-05T21:11Z [----] followers, [--] engagements "Im preparing a detailed overview of Global Atomic ( $GLO $GLATF ) and it reconfirmes the fact that GLO share price is too cheap and significantly cheaper than less advanced developers at the moment. Here a small preview (lets compare oranges with oranges) #uranium $URNM" [X Link](https://x.com/anyuser/status/1559897246228955138) 2022-08-17T13:37Z [----] followers, [---] engagements "Hi everyone A detailed overview of Global Atomic - Global Atomic ( $GLO $GLATF ) is my Paladin of this contracting cycle $URNM $URA #uranium Note: I will try to post this with an attachment too https://www.reddit.com/r/UraniumSqueeze/comments/wrfxws/a_detailed_overview_of_global_atomic_global/ https://www.reddit.com/r/UraniumSqueeze/comments/wrfxws/a_detailed_overview_of_global_atomic_global/" [X Link](https://x.com/Napalm_1_/status/1560291486574563328) 2022-08-18T15:44Z [----] followers, [---] engagements "Hi A new long post The shift from underfeeding to overfeeding in [----] = almost 3x bigger than Cigar Lake mine floods in [----] + Kazakhstan + China (in 2tweets) = its inevitable the #uranium price is going much higher in near futur = $U.UN $YCA $URNM $URA 🚀 Part1 (1/2)" [X Link](https://x.com/anyuser/status/1567869538737262593) 2022-09-08T13:36Z [----] followers, [---] engagements "Utility:Dear producers could you restart your production to sell us your #uranium at 50USD/lb so that we can overfeed Producer:I need 75USD/lb to make a profit labour & material cost went up 15% Utility: Please its urgent. Producer: NO this isnt charity. - $U.UN $SRUUF 🚀" [X Link](https://x.com/anyuser/status/1569765294050082818) 2022-09-13T19:09Z [----] followers, [--] engagements "Boom Someone needs #uranium for short term delivery and they want to buy it before #SPUT does. $U.UN $SRUUF $URNM $URA Spot #uranium 5100/5250 USc/Lb #U3O8 (Delivery at ALL Chg +50c +0.97%) ALL = CVD 0c/Lb ALL = CMX 0c/Lb See https://t.co/oK6SEbGF1L Spot #uranium 5100/5250 USc/Lb #U3O8 (Delivery at ALL Chg +50c +0.97%) ALL = CVD 0c/Lb ALL = CMX 0c/Lb See https://t.co/oK6SEbGF1L" [X Link](https://x.com/Napalm_1_/status/1582778631054843905) 2022-10-19T17:00Z [----] followers, [--] engagements "4 important points regarding Global Atomic $GLO: 1) GLO will produce 4.5Mlb/y starting end2024 but they build their #uranium mine in such a way that they will be able to double production if customers pay the right price (= potential significant FCF increase) (1/4) $URNM" [X Link](https://x.com/Napalm_1_/status/1597966032685371392) 2022-11-30T14:49Z [----] followers, [---] engagements "Put into perspective:Impact shift from underfeeding to overfeeding is [--] times that big as impact Cigar Lake mine flood in 2006👇 +Bonus 1: add 10Mlb/y demand due to many U-turns in 2H2022 +Bonus 2: [--] to 5Mlb #uranium prod loss in [----] in Kazakhstan $YCA $U.UN $SRUUF $URNM $URA" [X Link](https://x.com/anyuser/status/1620407889822367744) 2023-01-31T13:05Z [----] followers, [----] engagements "259980lb instead of 300000lb. Thats the second time this month #SPUT was scraping the bottom of the barrel Not much #uranium available through spotmarket at todays low uranium prices. Like Per Lander said in November👇 $U.UN $YCA $URNM $URA $PDN $PEN $LOT $DYL #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised $48.7m in cash Lock & load https://t.co/KaXuuptQcZ #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised" [X Link](https://x.com/anyuser/status/1620580036226220037) 2023-02-01T00:29Z [----] followers, 25.5K engagements "Guys you are missing something much bigger than the fact that 67.3Mlb #uranium over 2024-2036 is indeed huge For all the doubters about overfeeding actually happening (+ add licence extensions in future) look at my comparison👇 Its🤯 $U.UN $YCA $URNM $URA $GCL 🚀 (1/3) Boom🎆 Cameco $CCO $CCJ & Energoatom Agree on Commercial Terms to Supply #Ukraines Full Natural UF6 #Uranium Needs through [----] in a 12-year deal of up to 67+ Million lbs #U3O8🐳 largest contract in Cameco's history📜🤠🐂 #mining #Nuclear #Canada 🌊🏄 https://t.co/tOjg13Vd1m https://t.co/QOgyPF8Rjz Boom🎆 Cameco $CCO $CCJ &" [X Link](https://x.com/anyuser/status/1623688442558160896) 2023-02-09T14:21Z [----] followers, 31.5K engagements "Sometimes people ask me if Im not afraid for my positions in the #uranium sector if a nuclear war would happen. My answer: No because with a nuclear war I would be dead. And when Im dead I dont care about the valuation of my portfolio anymore. Cheers" [X Link](https://x.com/Napalm_1_/status/1631320296191049733) 2023-03-02T15:47Z [----] followers, [----] engagements "@uraniuminsider Its true Not driven by SPUT anymorebut by pivotal point in dynamic between annual structural deficit &stockpiles from2011-2017 Close to pivotal point of significant uranium price discovery SPUT is only bonus now Let all utilities flex-up their existing supply contracts😉" [X Link](https://x.com/anyuser/status/1690843674207252481) 2023-08-13T21:52Z [----] followers, 11.3K engagements "I spend 1.5day preparing detailed overview about👇 starting with productionloss of japanese consumption from 2011/2013 till end2022 & structural deficit since early2018 Conclusion: We are close to pivotal point of significant #uranium price discovery Will post in coming days @uraniuminsider Its true Not driven by SPUT anymorebut by pivotal point in dynamic between annual structural deficit &stockpiles from2011-2017 Close to pivotal point of significant uranium price discovery SPUT is only bonus now Let all utilities flex-up their existing supply contracts😉 @uraniuminsider Its true Not driven" [X Link](https://x.com/anyuser/status/1691062792848019457) 2023-08-14T12:22Z [----] followers, 10.2K engagements "And it keeps going higher And the high season in the #uranium sector didnt even start yet $U.UN $YCA $URA $URNM $UROY EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did the same KHNP:We also CCJ/Orano/KAP:😬 Me:🥳 $U.UN $YCA $URA #commodities https://t.co/Zu2tSVj6iX EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did" [X Link](https://x.com/anyuser/status/1697216395484840338) 2023-08-31T11:54Z [----] followers, [----] engagements "📣 After CCJ/KAP/Orano (big uranium producers) being short #uranium bc their clients ask more uranium than they produce Now Rosatom (parent of Uranium One) is also looking to buy uranium from others🤯🚀 All major producers are uranium buyers $U.UN $URA $URNM #commodities #Russia's #Nuclear reactor fuel maker & #Uranium procuring state-owned enterprise Rosatom💂 has apparently put out a #U3O8 market Request seeking to acquire more uranium🌎⚛⛏🛒 Doesn't get much more bullish than that🤠🐂 So much for talk of an oversupplied Eastern market.🏜 #Russia's #Nuclear reactor fuel maker & #Uranium" [X Link](https://x.com/anyuser/status/1706748461595730012) 2023-09-26T19:11Z [----] followers, [----] engagements "Utility: Dear producers could you restart your (small) production to sell us your #uranium at 70USD/lb We cant find enough through spot. Producers: First we need 90USD/lb to make an acceptable profit labour & material cost went up 15% (1/2) $U.UN $YCA $URA #commodities Help $URG $EU $PEN $UUUU $UEC $GLO we utilities urgently need your #uranium Help $URG $EU $PEN $UUUU $UEC $GLO we utilities urgently need your #uranium" [X Link](https://x.com/Napalm_1_/status/1711738750928093187) 2023-10-10T13:41Z [----] followers, 13.5K engagements "So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for Phoenix (200M+55M)/340M = already 75% financed (1/2)" [X Link](https://x.com/Napalm_1_/status/1715047562913128770) 2023-10-19T16:49Z [----] followers, 13.8K engagements "Denison Mines $DNN $DML plays their 2.5Mlb physical #uranium stockpile very well 👏 So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for Phoenix (200M+55M)/340M = already 75% financed (1/2) https://t.co/DZuiTwpG0A So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for" [X Link](https://x.com/Napalm_1_/status/1716511484111466673) 2023-10-23T17:46Z [----] followers, 26.3K engagements "While: -CCJ/KAP fully booked until2027 -Orano has issues -GLO:possible [--] to [--] month prod delay (from early2025 to possibly early2026) -URG:possible prod delays -PEN delayed prod until end2024 & is already well booked by&utilities -You arent the only [--] looking for #uranium Little Birdie 🐦 whispered to me that there is a large US utility looking to lock in millions of pounds of #uranium beginning [----]. Oh boy.Oh Boy https://t.co/3e8hVmB4yP Little Birdie 🐦 whispered to me that there is a large US utility looking to lock in millions of pounds of #uranium beginning [----]. Oh boy.Oh Boy" [X Link](https://x.com/Napalm_1_/status/1716959872455934365) 2023-10-24T23:28Z [----] followers, 13.3K engagements "People: Look Energy Fuels $UUUU sold 180k lb #uranium at 58.18USD/lb so they can mine uranium profitably at 58USD/lb Me: NO look better. They need much higher uranium sell price than 58USD/lb to mine uranium profitably. Today they dont mine uranium (1/4) $URNM $URA Energy Fuels Announces Q3-2023 Results Including Net Income Continued Significant Increase in Working Capital Profitable Uranium Sales and Continued Progress on Development of Uranium Mines and Rare Earth Separation Capabilities $EFR.TO $UUUU https://t.co/vlpPCT75yg Energy Fuels Announces Q3-2023 Results Including Net Income" [X Link](https://x.com/anyuser/status/1720732255792828519) 2023-11-04T09:18Z [----] followers, 29.2K engagements "Global primary deficit in2018-2022utilities/UxC:We are fine Global primary deficit in 2H2023utilities/UxC:Houstonwe have problem Difference The commercial available #uranium stockpile created in2011-2017that filled the gap in2018-2022now depleted #commodities (1/2)" [X Link](https://x.com/Napalm_1_/status/1725864671998058840) 2023-11-18T13:12Z [----] followers, 30.9K engagements "In [----] Western utilities will beg for the #uranium stockpile of $DNN (2.3Mlb) $UROY (1.5Mlb) $UEC (1Mlb available in2024) Those [--] companies + few small producers adding uranium prod in [----] will be able to sell at very high price $EU 200klb vs 1.3Mlb (0.8+0.5) in 2024" [X Link](https://x.com/Napalm_1_/status/1735730267254317274) 2023-12-15T18:35Z [----] followers, 15K engagements "Yes yes #uranium restocking by utilities out of fear to not be able to secure enough uranium in coming months and years is coming in full force while uranium demand is price inelastic. (1/2) $U.UN $YCA $URA $URNM $URNJ [----] seconds with everyone's favorite Utwit @MalcolmRaw99915. https://t.co/RKRY4qG1oT I wish I could sum it up in here but I just can't. Guess you'll have to watch the whole thing. Here's a teaser tho: https://t.co/wUFO2laeaz [----] seconds with everyone's favorite Utwit @MalcolmRaw99915. https://t.co/RKRY4qG1oT I wish I could sum it up in here but I just can't. Guess you'll have" [X Link](https://x.com/Napalm_1_/status/1740511819511574695) 2023-12-28T23:15Z [----] followers, 16.8K engagements "$U.UN only bought 100000lb of #uranium today Like Mike Alkin confirmed a good month ago: There isnt any uranium available maybe a couple 100000lb for delivery in April thats all. Me: The secondary supply that was used to compensate the annual deficit is now depleted. 💥Today @Sprott Physical #Uranium Trust🏦issued 2.34M shares to raise US$56M🔥🏧💵 AND stacked [------] lbs #U3O8🛒😲 as its NAV soared +$557M to new all-time high of US$6.6B💰🎇🤯 #SPUT holds $63M🪙 closing at a -6.16% Discount to NAV😋🤠🐂 #Nuclear🌊🏄 https://t.co/VJuEVxGdWA https://t.co/ZffORxXha5 💥Today @Sprott Physical" [X Link](https://x.com/anyuser/status/1745963535740309620) 2024-01-13T00:18Z [----] followers, 17.4K engagements "Owner of bit of uranium: On second thought Im not going to sell my #uranium at todays uranium price. Other utilities will offer me much more dollars per pound for my uranium in the near future because uranium demand is price inelastic Good luck utilities $U.UN $URA $URNM" [X Link](https://x.com/anyuser/status/1753115188390498430) 2024-02-01T17:56Z [----] followers, [----] engagements "A very stupid comparison. Why 1) #uranium demand is Price INelastic while #lithium is price elastic 2) NO alternative for an existing ☢ reactor with [--] year lifetime. It only can use different forms all originating from U3O8. Lithium has several alternatives for batteries" [X Link](https://x.com/anyuser/status/1753943721714876644) 2024-02-04T00:49Z [----] followers, [----] engagements "Did #uranium sector solve the 40Mlb deficit today NO Will they 12months from now NO technically (ISR prod [----] is based on input of product in wells [--] - [--] months earlier) & mathematically (not enough near term prod in pipeline +Z (Next tweets)) impossible (1/3) $URA Note:175Mlb is NOT total #uranium (U3O8) demand2024its actually much higher 175Mlb is the estimated total U3O8 consumption2024 (without 1st reactor cores) Total U3O8 demand=Total U3O8 consumption+strategic U3O8 inventory build out+U3O8 restocking by utilities (4/4) $U.UN https://t.co/oTHPErLsSU Note:175Mlb is NOT total #uranium" [X Link](https://x.com/Napalm_1_/status/1757431997515850018) 2024-02-13T15:50Z [----] followers, 27K engagements "Each time the sector goes investors start to doubt 🛑looking at daily share price fluctuations. Look at sectorial facts Did CCJ/KAP/Orano previously estimated #uranium production for2024 Nothey it Did GLOBAL commercial available uranium inventory in2023 (1/10) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary" [X Link](https://x.com/Napalm_1_/status/1760831820579364890) 2024-02-23T00:59Z [----] followers, 24.8K engagements "I dont know if #uranium investors realize thisbut the fin market today (SPUTsoon followed by non-utilities & producers short uranium) is creating a beautiful runway for a big leg up in upcoming high season (buying byutilities with new budgetsbigger than previous budgets) #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash https://t.co/rXIKBLDjyl #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash" [X Link](https://x.com/anyuser/status/1792936260434092265) 2024-05-21T15:11Z [----] followers, 16.7K engagements "1) Next week new #uranium purchase budgets of US utilities will be released With all latest announcements (big prod cuts uranium supply warnings Putins threat UxC confirms Inventory X now depleted) those budgets will be significantly bigger than previous ones imo 1/2" [X Link](https://x.com/anyuser/status/1838235687444717718) 2024-09-23T15:15Z [----] followers, 24.5K engagements "A lot of work is being done imo to keep #SPUT share price under NAV I expect that stakeholders that are short #uranium & need to find uranium elsewhere are trying to keep it downbc once SPUT starts buying uranium againthey will be in an even more serious supply problem Soon" [X Link](https://x.com/anyuser/status/1838297360872739284) 2024-09-23T19:20Z [----] followers, [----] engagements "For those waiting on the sideline $GLO 🥳 60% bank financing about to be approved in October2024 40% = 197M USD of which already 120M USD has been invested = 77M USD remains to be financed And now comes the fun part (see next post) 1/3 #uranium https://globalatomiccorp.com/investors/news/news-details/2024/Global-Atomic-Provides-Update-on-the-Dasa-Project/default.aspx https://globalatomiccorp.com/investors/news/news-details/2024/Global-Atomic-Provides-Update-on-the-Dasa-Project/default.aspx" [X Link](https://x.com/anyuser/status/1841985380804931882) 2024-10-03T23:35Z [----] followers, 10K engagements "Growing #uranium supply deficit gets bigger & bigger: 1) Dasa delayed till early2026 2) Phoenix delayed till [----] 3) LOT delayed till early2026 4) PEN delayed till end2024 5) big cuts in prod for [--------] & beyond 6) URG& PDN producing less in2024 7) more☢ restarts 8) now👇 Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. https://t.co/vgut1QxTJb Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. https://t.co/vgut1QxTJb" [X Link](https://x.com/anyuser/status/1843207273738584479) 2024-10-07T08:30Z [----] followers, 20.7K engagements "I just bought physical #uranium at a price of 75USD/lb $U.UN [--] - [---] = 33% [--] - [---] = 60% [--] - [---] = No mining related risks here" [X Link](https://x.com/Napalm_1_/status/1851714807981838370) 2024-10-30T19:56Z [----] followers, [----] engagements "There goes the false hope of utilities intermediaries & producers short in #uranium that $U.UN would sell a couple 100k lbs uranium to them to pay for the uranium storage🥳 Fyi: 25.55M USD would only have represented 365k lbs at [--] USD/lb Private placement almost same as ATM Sprott Physical Uranium Trust Raises US$25.55 Million Through Non-Brokered Private Placement $SIL $U.UN #uranium #nuclearenergy https://t.co/59EjVV6D8P Sprott Physical Uranium Trust Raises US$25.55 Million Through Non-Brokered Private Placement $SIL $U.UN #uranium #nuclearenergy https://t.co/59EjVV6D8P" [X Link](https://x.com/Napalm_1_/status/1921894077345214747) 2025-05-12T11:43Z [----] followers, [----] engagements "Surprise So many producers & intermediaries are short #uranium so they have to buy uranium from elsewhere to be able to honor their supply contracts towards utilities And now that SPUT proved that no uranium held by them will be sold producers & intermediaries go to spot Ask #uranium now at $73. Reported by @UraniumMarkets https://t.co/NhBXiTFx03 Ask #uranium now at $73. Reported by @UraniumMarkets https://t.co/NhBXiTFx03" [X Link](https://x.com/Napalm_1_/status/1922303215191703740) 2025-05-13T14:49Z [----] followers, [----] engagements "And SPUT (U.UN) will remain above NAV for the entire day The cash inflows are massive much more to come We are probably witnessing one of the biggest ATM cash inflows since the start of SPUT (after takeover of Uranium Participation in 2021) #uranium And there is it. SPUT volume today reaches its [--] month daily average in just [--] minutes. $U.UN #uranium And there is it. SPUT volume today reaches its [--] month daily average in just [--] minutes. $U.UN #uranium" [X Link](https://x.com/Napalm_1_/status/1934614909641232705) 2025-06-16T14:11Z [----] followers, [----] engagements "#Uranium supply sector is taken by surprise. Its that simple The utilities as global group are too late. They just dont know it yetbc they only look at their own needs accelerating☢reactor 🏗 restarting reactors & aiming to🏗 new ones extends+restarts reactors 1/n #EU has a policy of keeping a 3-year supply of #Uranium on hand for each of its reactors but a new draft plan to mitigate wartime supply risks is recommending that member states begin stockpiling larger quantities of #Nuclear fuel in case war breaks out across #Europe.🏰⚛🛒🤠🐂 https://t.co/nHKI1wQJjR #EU has a policy of keeping a" [X Link](https://x.com/anyuser/status/1942172569471234342) 2025-07-07T10:43Z [----] followers, 18.3K engagements "Updated overview Forsys Metals $FSY 1) advanced #uranium deposit (DFS 2015) only 25km from Rossing (low grade)40km from Husab (low grade) =Perfect takeover for CGN/CNNC CGN took Husab over when DFS completed 2) Debt free 3) Lot of drills in2025 (ongoing) = update MRE 1/3" [X Link](https://x.com/Napalm_1_/status/1967995207083061553) 2025-09-16T16:53Z [----] followers, [----] engagements "01/04/2025 vs 23/09/2025 $FSY 0.69% vs 0.33%=Need to buy 15.5M sh vs average daily volume 210k sh 15.5/0.21=73.81x Traded volumes were not high last days 288k 270k 236k 139k No significant buying until now = much buying needed in coming days to reach 0.69% #uranium" [X Link](https://x.com/Napalm_1_/status/1970844958748750292) 2025-09-24T13:37Z [----] followers, [----] engagements "And there we go #SPUT again trading above NAV now #uranium" [X Link](https://x.com/Napalm_1_/status/1970856811755651451) 2025-09-24T14:24Z [----] followers, [----] engagements "So SPUT raising again on Monday Starting with premium to NAV on Monday + URNM rebalancing Rule: 17.5% allocated to entities that hold physical #uranium uranium royalties or other non-mining assets 01/04/2025 vs 26/09/2025 #SPUT : 13.47% vs 10.26% (Coming days:- 12.75%) #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash https://t.co/hlrw6Je1rK #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash" [X Link](https://x.com/Napalm_1_/status/1971977923348648371) 2025-09-27T16:39Z [----] followers, 11.6K engagements "#SPUT is again trading above NAV today and raising money to buy more #uranium in the spotmarket" [X Link](https://x.com/Napalm_1_/status/1972665723483816395) 2025-09-29T14:12Z [----] followers, [----] engagements "Updated overview Forsys Metals $FSY 1) advanced #uranium deposit (DFS 2015) only 25km from Rossing (low grade)40km from Husab (low grade) =Perfect takeover for CGN/CNNC (CGN took Husab over when DFS completed) 2) Debt free 3) Add drills in2025 4) FSY held by ETFs (1/3)" [X Link](https://x.com/Napalm_1_/status/1928080201566581066) 2025-05-29T13:25Z [----] followers, [----] engagements "SPUT didnt buy a single lb of uranium yesterday. This are others frontrunning SPUT bc they know once SPUT starts buying with that amount of money [--] USD/lb will be of the past SPUT will start buying on Friday = Lot more #uranium spotbuying coming in coming days 🐳A giant US$200M wave of 'bought deal' cash flowing into @Sprott Physical #Uranium Trust💵🌊drove the price of Spot #U3O8 far higher today with #Nuclear fuel brokers @EvoMarkets UP +$5.50 to $75/lb with both UK @Numerco & US @UraniumMarkets UP +$4.75 to $74.50💲⚛⛏🚀🤠🐂🏄 https://t.co/oDtu5jP309 🐳A giant US$200M wave of 'bought deal'" [X Link](https://x.com/anyuser/status/1934967538384834976) 2025-06-17T13:33Z [----] followers, 11.8K engagements "Kaboom #uranium Boom💥 The Spot #Uranium U-train🚆 is morphing into a #Nuclear rocket today🔥🚀 with fuel brokers @Numerco now reporting another huge +$2.00 spike to $83.00/lb #U3O8 with sellers asking a minimum of $84.00🎆😲 as a #UraniumSqueeze takes hold.🗜🤠🐂 #RideTheNuclearWave 🌊🏄 https://t.co/wv0aDynWFF Boom💥 The Spot #Uranium U-train🚆 is morphing into a #Nuclear rocket today🔥🚀 with fuel brokers @Numerco now reporting another huge +$2.00 spike to $83.00/lb #U3O8 with sellers asking a minimum of $84.00🎆😲 as a #UraniumSqueeze takes hold.🗜🤠🐂 #RideTheNuclearWave 🌊🏄" [X Link](https://x.com/anyuser/status/1970917495629545683) 2025-09-24T18:25Z [----] followers, [----] engagements "Discount to NAV of $MGA has increased significantly last [--] trading days #uranium" [X Link](https://x.com/Napalm_1_/status/1995524797615219080) 2025-12-01T16:06Z [----] followers, [----] engagements "#uranium spotmarket is very small market bc most of uranium deliveries go through LT contracts Today utilities signing LT contracts with deliveries starting in [----] & beyond. Spotmarket for utilities & enrichers is mainly for adjustments in U3O8 needs (1/8) $YCA $FTSE $U.UN" [X Link](https://x.com/anyuser/status/1612779306081476608) 2023-01-10T11:52Z [----] followers, 78.6K engagements "Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6)" [X Link](https://x.com/Napalm_1_/status/1694325723991859206) 2023-08-23T12:28Z [----] followers, 108.5K engagements "So let me get that straight: the uranium spot buying vs spot selling in [----] (4 pages/4 pictures) Well ok than. #Uranium price $U.UN $U.U $SRUUF $YCA 🚀 (1/2) $URA $URNM $HURA $GCL #commodities" [X Link](https://x.com/Napalm_1_/status/1622971641973317635) 2023-02-07T14:52Z [----] followers, 164.2K engagements "Hi A new long post The shift from underfeeding to overfeeding in [----] = almost 3x bigger than Cigar Lake mine floods in [----] + Kazakhstan + China (in 2tweets) = its inevitable the #uranium price is going much higher in near futur = $U.UN $YCA $URNM $URA 🚀 Part1 (1/2)" [X Link](https://x.com/anyuser/status/1567869538737262593) 2022-09-08T13:36Z [----] followers, [---] engagements "The #uranium spotmarket jumped by more than 2USD/lb today on a purchase of only 100000lb So tight so tight 😉 Help $PDN $EU $URG $PEN $LOT $GLO Help Your pounds are urgently needed. #commodities #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.18% premium to NAV 100k pounds purchased 825.1k trusts issued = $14.2m raised $59.7m in cash Lock & Load https://t.co/j5jJtyB1vv #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.18% premium to NAV 100k pounds purchased 825.1k trusts issued = $14.2m raised $59.7m in cash Lock & Load https://t.co/j5jJtyB1vv" [X Link](https://x.com/anyuser/status/1705359728191115770) 2023-09-22T23:13Z [----] followers, 32.8K engagements "#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.18% premium to NAV 100k pounds purchased 825.1k trusts issued = $14.2m raised $59.7m in cash Lock & Load" [X Link](https://x.com/anyuser/status/1705356219416748128) 2023-09-22T22:59Z [----] followers, 87.5K engagements "Cameco just now: Panic hitting enrichment right now & But the impact of this on UF6 and U3O8 has still to come 😉 #uranium $U.UN $YCA" [X Link](https://x.com/Napalm_1_/status/1522195000666304514) 2022-05-05T12:42Z [----] followers, [---] engagements "Hi everyone Here is why I will not be surprised to see #U3O8 spotprice reaching 80$/lb in [----] (& much higher price in 2023/2024). Im buying physical #uranium (SPUT & Yellow Cake) at a discount & will let this play out. $URNM $HURA $URA Converdyn aims restart in [----] (1/2)" [X Link](https://x.com/Napalm_1_/status/1518207698923311104) 2022-04-24T12:38Z [----] followers, [---] engagements "$YCA just announced a capital raise to buy [----] million lbs of #uranium from KAP 🥳 SPUT bought [-------] lbs the last [--] trading days Thats 3M lbs purchased in total last [--] trading days Note: KAP suggested their [----] production would be 8M lbs lower than previously expected Breaking💥 As anticipated #UK Physical #Uranium fund Yellow Cake plc $YCA in London has initiated a raise of US$125M to purchase 1.33M lbs #U3O8 ⚛⛏🛒exercising its [----] purchase option with Kazatomprom $KAP at $75.08/lb a 7.1% discount to Spot at $80.80🤠🐂 https://t.co/TPH2IPNQWy Breaking💥 As anticipated #UK Physical" [X Link](https://x.com/anyuser/status/1970755241034256470) 2025-09-24T07:40Z [----] followers, 10K engagements "Breaking💥 As anticipated #UK Physical #Uranium fund Yellow Cake plc $YCA in London has initiated a raise of US$125M to purchase 1.33M lbs #U3O8 ⚛⛏🛒exercising its [----] purchase option with Kazatomprom $KAP at $75.08/lb a 7.1% discount to Spot at $80.80🤠🐂 https://www.londonstockexchange.com/news-article/YCA/proposed-uranium-purchase-and-new-share-placing/17245633 https://www.londonstockexchange.com/news-article/YCA/proposed-uranium-purchase-and-new-share-placing/17245633" [X Link](https://x.com/anyuser/status/1970747263678062942) 2025-09-24T07:08Z 96.5K followers, 66K engagements "Hi everyone I made a long post trying to explain with a fictive example how SPUT is significantly impact the term market by purchasing #uranium from carrytraders today which will increase #U3O8 demand in the term market from those carrytraders. https://www.reddit.com/r/UraniumSqueeze/comments/s40sn5/spot_market_with_sput_sput_is_tightening_the_term/ https://www.reddit.com/r/UraniumSqueeze/comments/s40sn5/spot_market_with_sput_sput_is_tightening_the_term/" [X Link](https://x.com/Napalm_1_/status/1482108890959552518) 2022-01-14T21:54Z [----] followers, [---] engagements "Hi everyone Most of the #uranium investors dont get the real impact of operational license extensions. The real impact is underestimated by most #U3O8 investors. Here is an explanation on the real impact of it: $URNM $URA $HURA $U.UN #SPUT https://www.reddit.com/user/Napalm-1/submitted/sort=new https://www.reddit.com/user/Napalm-1/submitted/sort=new" [X Link](https://x.com/anyuser/status/1505179472831684612) 2022-03-19T13:48Z [----] followers, [---] engagements "Mega raise 95M USD of the 117M USD cash at their disposal to buy lbs 95M USD to buy uranium [--] USD/lb = 1.2M lbs And Monday #SPUT will open well above NAV I very rarely use it but this time its justified Soon #uranium spotprice 🚀 and $URNM $URA $URNJ will follow #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash https://t.co/iguwmugPHL #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash" [X Link](https://x.com/anyuser/status/1969179515608850836) 2025-09-19T23:19Z [----] followers, [----] engagements "#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash" [X Link](https://x.com/anyuser/status/1969176647757697048) 2025-09-19T23:07Z [----] followers, 149.8K engagements "This is magnificent. By raising money without buying #uranium U3O8 #SPUT is actually creating a floor 64.50USD/lb 15.69M USD raised at 63USD/lb = 250k lb 8.24M USD at 65USD/lb = 127k lb 9.27M USD at 65.5USD/lb = 141k lb While (1/3) $URA $URNM $URNJ $U.UN #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.24% premium to NAV No pounds purchased 571.9k trusts issued = $9.4m raised $43.4m in cash https://t.co/5eQTZWlh11 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.24% premium to NAV No pounds purchased 571.9k trusts issued = $9.4m raised $43.4m in cash" [X Link](https://x.com/anyuser/status/1703833727049072662) 2023-09-18T18:09Z [----] followers, 67.7K engagements "#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.24% premium to NAV No pounds purchased 571.9k trusts issued = $9.4m raised $43.4m in cash" [X Link](https://x.com/skysurfer75/status/1702819722771722259) 2023-09-15T23:00Z [----] followers, 55.8K engagements "Just 400000lb pushing uranium spotprice from [----] to [-----] USD/lb in [--] day 🙂 And SPUT is raising [---] million USD that will give them a buying power equivalent to 2600000lb #uranium at [--] USD/lb or [---] Mlb at [--] USD/lb or [----] Mlb at [--] USD/lb Starting Friday $U.UN $YCA Spot market yesterday https://t.co/OXwFMgSFAG https://t.co/uybmZdMfQD Spot market yesterday https://t.co/OXwFMgSFAG https://t.co/uybmZdMfQD" [X Link](https://x.com/anyuser/status/1935091757722865976) 2025-06-17T21:46Z [----] followers, 14.8K engagements "Spot market yesterday https://www.profinance.ru/news/2025/06/17/cgal-tsena-urana-podskochila-na-9-do-maksimuma-2025-goda.html https://www.profinance.ru/news/2025/06/17/cgal-tsena-urana-podskochila-na-9-do-maksimuma-2025-goda.html" [X Link](https://x.com/anyuser/status/1934978784148509148) 2025-06-17T14:17Z [----] followers, 21.1K engagements "@Alshap @Schwarzenegger You are missing the point. Arnold tried to explain how many soldiers and people are manipulated by desinformation like his father was during WWII" [X Link](https://x.com/Napalm_1_/status/1504580942173716489) 2022-03-17T22:10Z [----] followers, [---] engagements "$U.UN only bought 100000lb of #uranium today Like Mike Alkin confirmed a good month ago: There isnt any uranium available maybe a couple 100000lb for delivery in April thats all. Me: The secondary supply that was used to compensate the annual deficit is now depleted. 💥Today @Sprott Physical #Uranium Trust🏦issued 2.34M shares to raise US$56M🔥🏧💵 AND stacked [------] lbs #U3O8🛒😲 as its NAV soared +$557M to new all-time high of US$6.6B💰🎇🤯 #SPUT holds $63M🪙 closing at a -6.16% Discount to NAV😋🤠🐂 #Nuclear🌊🏄 https://t.co/VJuEVxGdWA https://t.co/ZffORxXha5 💥Today @Sprott Physical" [X Link](https://x.com/anyuser/status/1745963535740309620) 2024-01-13T00:18Z [----] followers, 17.4K engagements "💥Today @Sprott Physical #Uranium Trust🏦issued 2.34M shares to raise US$56M🔥🏧💵 AND stacked [------] lbs #U3O8🛒😲 as its NAV soared +$557M to new all-time high of US$6.6B💰🎇🤯 #SPUT holds $63M🪙 closing at a -6.16% Discount to NAV😋🤠🐂 #Nuclear🌊🏄 https://sprott.com/investment-strategies/physical-commodity-funds/uranium/# https://sprott.com/investment-strategies/physical-commodity-funds/uranium/#" [X Link](https://x.com/anyuser/status/1745961404270862702) 2024-01-13T00:10Z 96.5K followers, 39.9K engagements "Hi everyone A detailed overview of Global Atomic - Global Atomic ( $GLO $GLATF ) is my Paladin of this contracting cycle $URNM $URA #uranium Note: I will try to post this with an attachment too https://www.reddit.com/r/UraniumSqueeze/comments/wrfxws/a_detailed_overview_of_global_atomic_global/ https://www.reddit.com/r/UraniumSqueeze/comments/wrfxws/a_detailed_overview_of_global_atomic_global/" [X Link](https://x.com/Napalm_1_/status/1560291486574563328) 2022-08-18T15:44Z [----] followers, [---] engagements "1) Next week new #uranium purchase budgets of US utilities will be released With all latest announcements (big prod cuts uranium supply warnings Putins threat UxC confirms Inventory X now depleted) those budgets will be significantly bigger than previous ones imo 1/2" [X Link](https://x.com/anyuser/status/1838235687444717718) 2024-09-23T15:15Z [----] followers, 24.5K engagements "And up up she goes Simple math: Total amount uranium needed for short term delivery total amount uranium available for short term delivery while uranium demand is price inelastic 80+ USD/lb #uranium price incoming $URA $URNM $U.UN $UROY #commodities" [X Link](https://x.com/Napalm_1_/status/1715429645338714361) 2023-10-20T18:07Z [----] followers, 32.8K engagements "I dont know if #uranium investors realize thisbut the fin market today (SPUTsoon followed by non-utilities & producers short uranium) is creating a beautiful runway for a big leg up in upcoming high season (buying byutilities with new budgetsbigger than previous budgets) #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash https://t.co/rXIKBLDjyl #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash" [X Link](https://x.com/anyuser/status/1792936260434092265) 2024-05-21T15:11Z [----] followers, 16.7K engagements "#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash" [X Link](https://x.com/anyuser/status/1791604555534266729) 2024-05-17T22:59Z [----] followers, 45K engagements "Growing #uranium supply deficit gets bigger & bigger: 1) Dasa delayed till early2026 2) Phoenix delayed till [----] 3) LOT delayed till early2026 4) PEN delayed till end2024 5) big cuts in prod for [--------] & beyond 6) URG& PDN producing less in2024 7) more☢ restarts 8) now👇 Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. https://t.co/vgut1QxTJb Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. https://t.co/vgut1QxTJb" [X Link](https://x.com/anyuser/status/1843207273738584479) 2024-10-07T08:30Z [----] followers, 20.7K engagements "Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. A long-delayed multi-billion dollar uranium project in Mongolia under development by French state-controlled miner Orano could start producing the nuclear fuel by [----] https://t.co/aHcM0NLnvu A long-delayed multi-billion dollar uranium project in Mongolia under development by French state-controlled miner Orano could start producing the nuclear fuel by [----] https://t.co/aHcM0NLnvu" [X Link](https://x.com/anyuser/status/1843138399773024377) 2024-10-07T03:56Z [----] followers, 40K engagements "John @Sprott: We have had conversations with over [---] institutions in 2months.Many of them are generalist funds looking for new ideas. vs total market cap of entire #uranium sector only [--] (or 50) billion USD😉 While the situation became so precarious that👇 $URA $U.UN 🚀 A good clear and telling conversation with John. Uranium is about to light up. A good clear and telling conversation with John. Uranium is about to light up" [X Link](https://x.com/anyuser/status/1717892931342741514) 2023-10-27T13:16Z [----] followers, 20.1K engagements "A good clear and telling conversation with John. Uranium is about to light up. John @Sprott: We have had conversations with over [---] institutions in the last month. Many of them are generalist funds looking for new ideas not only the specialist funds. We are educating these newcomers to the #uranium sector. https://t.co/BfkIFkdfAW John @Sprott: We have had conversations with over [---] institutions in the last month. Many of them are generalist funds looking for new ideas not only the specialist funds. We are educating these newcomers to the #uranium sector. https://t.co/BfkIFkdfAW" [X Link](https://x.com/anyuser/status/1717832206486302834) 2023-10-27T09:14Z 114.4K followers, 25.8K engagements "SPUT didnt buy a single lb of uranium yesterday. This are others frontrunning SPUT bc they know once SPUT starts buying with that amount of money [--] USD/lb will be of the past SPUT will start buying on Friday = Lot more #uranium spotbuying coming in coming days 🐳A giant US$200M wave of 'bought deal' cash flowing into @Sprott Physical #Uranium Trust💵🌊drove the price of Spot #U3O8 far higher today with #Nuclear fuel brokers @EvoMarkets UP +$5.50 to $75/lb with both UK @Numerco & US @UraniumMarkets UP +$4.75 to $74.50💲⚛⛏🚀🤠🐂🏄 https://t.co/oDtu5jP309 🐳A giant US$200M wave of 'bought deal'" [X Link](https://x.com/anyuser/status/1934967538384834976) 2025-06-17T13:33Z [----] followers, 11.8K engagements "🐳A giant US$200M wave of 'bought deal' cash flowing into @Sprott Physical #Uranium Trust💵🌊drove the price of Spot #U3O8 far higher today with #Nuclear fuel brokers @EvoMarkets UP +$5.50 to $75/lb with both UK @Numerco & US @UraniumMarkets UP +$4.75 to $74.50💲⚛⛏🚀🤠🐂🏄" [X Link](https://x.com/anyuser/status/1934716912849834440) 2025-06-16T20:57Z 96.5K followers, 16.2K engagements "Translated: $UUUU will in total supply 300klb to the market in2024 & stockpile #uranium ore from [--] mines (total 1.2Mlb/y by end2024) to be ramped up in2024 for mill processing starting in2025 With underfeeding gone1 1000Mwe reactor consumes 500klb/y https://www.energyfuels.com/2023-12-21-In-Response-to-Surging-Prices-Supportive-Government-Policies-and-a-Domestic-Focus-on-Security-of-Supply-Energy-Fuels-Has-Commenced-Production-at-Three-of-its-U-S-Uranium-Mines" [X Link](https://x.com/anyuser/status/1737830083933671672) 2023-12-21T13:39Z [----] followers, [----] engagements "After 12days of work I finally finished my long report (31 pages) about the pivotal moment between the annual primary supply deficit & the decreasing #uranium stockpiles of the past (they are gone btw) The conclusion is 🤯🥳 I will post it a 1st time tomorrow But first 😴" [X Link](https://x.com/Napalm_1_/status/1694142641632432590) 2023-08-23T00:20Z [----] followers, [----] engagements "Im preparing a detailed overview of Global Atomic ( $GLO $GLATF ) and it reconfirmes the fact that GLO share price is too cheap and significantly cheaper than less advanced developers at the moment. Here a small preview (lets compare oranges with oranges) #uranium $URNM" [X Link](https://x.com/anyuser/status/1559897246228955138) 2022-08-17T13:37Z [----] followers, [---] engagements "#uranium 😉" [X Link](https://x.com/Napalm_1_/status/1747648312646205780) 2024-01-17T15:53Z [----] followers, [----] engagements "The two largest producers are sold out until 2027; some utilities are thought to be short for [----] [--] largest producers: $KAP (23% of 🌎production) $CCJ (12%) = 35% sold out until [----] Orano (11%) has problems to get their #uranium out of &while (1/3) $U.UN $URA UxC President Jonathan Hinze spoke to @TheEconomist about the recent rise in #uranium prices and incentive prices for new uranium mines to support the growth of #nuclearpower. https://t.co/wTrPdh726Q UxC President Jonathan Hinze spoke to @TheEconomist about the recent rise in #uranium prices and incentive prices for new uranium mines" [X Link](https://x.com/Napalm_1_/status/1704854977615938039) 2023-09-21T13:47Z [----] followers, 35.3K engagements "UxC President Jonathan Hinze spoke to @TheEconomist about the recent rise in #uranium prices and incentive prices for new uranium mines to support the growth of #nuclearpower. https://www.economist.com/finance-and-economics/2023/09/21/why-uranium-prices-are-soaring https://www.economist.com/finance-and-economics/2023/09/21/why-uranium-prices-are-soaring" [X Link](https://x.com/UxC_Nuclear/status/1704829408479986095) 2023-09-21T12:06Z [----] followers, 54.6K engagements "Thank you guys. I just added to my $DNN and $U.UN position. #uranium" [X Link](https://x.com/Napalm_1_/status/1517179875538386944) 2022-04-21T16:34Z [----] followers, [---] engagements "Did #uranium sector solve the 40Mlb deficit today NO Will they 12months from now NO technically (ISR prod [----] is based on input of product in wells [--] - [--] months earlier) & mathematically (not enough near term prod in pipeline +Z (Next tweets)) impossible (1/3) $URA Note:175Mlb is NOT total #uranium (U3O8) demand2024its actually much higher 175Mlb is the estimated total U3O8 consumption2024 (without 1st reactor cores) Total U3O8 demand=Total U3O8 consumption+strategic U3O8 inventory build out+U3O8 restocking by utilities (4/4) $U.UN https://t.co/oTHPErLsSU Note:175Mlb is NOT total #uranium" [X Link](https://x.com/Napalm_1_/status/1757431997515850018) 2024-02-13T15:50Z [----] followers, 27K engagements "Note:175Mlb is NOT total #uranium (U3O8) demand2024its actually much higher 175Mlb is the estimated total U3O8 consumption2024 (without 1st reactor cores) Total U3O8 demand=Total U3O8 consumption+strategic U3O8 inventory build out+U3O8 restocking by utilities (4/4) $U.UN" [X Link](https://x.com/Napalm_1_/status/1753068424274788378) 2024-02-01T14:50Z [----] followers, 26.8K engagements "#SPUT is again trading above NAV today and raising money to buy more #uranium in the spotmarket" [X Link](https://x.com/Napalm_1_/status/1972665723483816395) 2025-09-29T14:12Z [----] followers, [----] engagements "259980lb instead of 300000lb. Thats the second time this month #SPUT was scraping the bottom of the barrel Not much #uranium available through spotmarket at todays low uranium prices. Like Per Lander said in November👇 $U.UN $YCA $URNM $URA $PDN $PEN $LOT $DYL #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised $48.7m in cash Lock & load https://t.co/KaXuuptQcZ #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised" [X Link](https://x.com/anyuser/status/1620580036226220037) 2023-02-01T00:29Z [----] followers, 25.5K engagements "#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised $48.7m in cash Lock & load" [X Link](https://x.com/skysurfer75/status/1620572618138214402) 2023-01-31T23:59Z [----] followers, 179.8K engagements "Against a) U3O8 deficit (excl bcd): 38Mlb in2024.Also huge deficit after b) Restocking: 20% of 175Mlb/y =35Mlb New demand from licence extensions (c) & fin players & new U3O8 funds (d) BIG difference between 2018-2022 & today👇 100+ USD/lb #uranium coming (5/5) $U.UN Global primary deficit in2018-2022utilities/UxC:We are fine Global primary deficit in 2H2023utilities/UxC:Houstonwe have problem Difference The commercial available #uranium stockpile created in2011-2017that filled the gap in2018-2022now depleted #commodities (1/2) https://t.co/gRJcr6t67b Global primary deficit" [X Link](https://x.com/Napalm_1_/status/1730241296902582749) 2023-11-30T15:04Z [----] followers, 67.4K engagements "Global primary deficit in2018-2022utilities/UxC:We are fine Global primary deficit in 2H2023utilities/UxC:Houstonwe have problem Difference The commercial available #uranium stockpile created in2011-2017that filled the gap in2018-2022now depleted #commodities (1/2)" [X Link](https://x.com/Napalm_1_/status/1725864671998058840) 2023-11-18T13:12Z [----] followers, 30.9K engagements "Total shorted vs average daily volume $PDN 41M shares shorted vs 2.6M shares traded daily $BOE 55M shares shorted vs 2.8M shares traded daily $DYL 95M shares shorted vs 5.4M shares traded daily $LOT 154M shares shorted vs 8.4M shares traded daily Short squeeze #uranium" [X Link](https://x.com/Napalm_1_/status/1846021257294131526) 2024-10-15T02:52Z [----] followers, 28.1K engagements "Guys you are missing something much bigger than the fact that 67.3Mlb #uranium over 2024-2036 is indeed huge For all the doubters about overfeeding actually happening (+ add licence extensions in future) look at my comparison👇 Its🤯 $U.UN $YCA $URNM $URA $GCL 🚀 (1/3) Boom🎆 Cameco $CCO $CCJ & Energoatom Agree on Commercial Terms to Supply #Ukraines Full Natural UF6 #Uranium Needs through [----] in a 12-year deal of up to 67+ Million lbs #U3O8🐳 largest contract in Cameco's history📜🤠🐂 #mining #Nuclear #Canada 🌊🏄 https://t.co/tOjg13Vd1m https://t.co/QOgyPF8Rjz Boom🎆 Cameco $CCO $CCJ &" [X Link](https://x.com/anyuser/status/1623688442558160896) 2023-02-09T14:21Z [----] followers, 31.5K engagements "Boom🎆 Cameco $CCO $CCJ & Energoatom Agree on Commercial Terms to Supply #Ukraines Full Natural UF6 #Uranium Needs through [----] in a 12-year deal of up to 67+ Million lbs #U3O8🐳 largest contract in Cameco's history📜🤠🐂 #mining #Nuclear #Canada 🌊🏄 https://www.businesswire.com/news/home/20230208005962/en/Cameco-and-Energoatom-Agree-on-Commercial-Terms-to-Supply-Ukraine%E2%80%99s-Full-Natural-UF6-Needs-through-2035 https://www.businesswire.com/news/home/20230208005962/en/Cameco-and-Energoatom-Agree-on-Commercial-Terms-to-Supply-Ukraine%E2%80%99s-Full-Natural-UF6-Needs-through-2035" [X Link](https://x.com/anyuser/status/1623455863863398400) 2023-02-08T22:56Z 96.5K followers, 150.6K engagements "1 memo to put above your🛌/💻: The secondary supply that was used to compensate🌎annual primary #uranium deficit in2018-2023 is now DEPLETED while uranium demand is price INELASTIC Now that primary deficit can only be solved by new production Good luck with that $U.UN 🚀 $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the" [X Link](https://x.com/anyuser/status/1753154413911310370) 2024-02-01T20:32Z [----] followers, 22.4K engagements "$KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) 💥Kazatomprom $KAP had previously announced a [----] ramp-up in #Kazakhstan's #Uranium production by 4300tU (+11.2M lbs) from 21000tU to 25300tU which would have been -10% below the Subsoil Use Limit but have revised downward to just a +750tU (+1.95M lbs) increase from [----] - https://t.co/doPV2QP54k 💥Kazatomprom $KAP had" [X Link](https://x.com/Napalm_1_/status/1753044640184373452) 2024-02-01T13:16Z [----] followers, 52.8K engagements "Denison Mines $DNN $DML plays their 2.5Mlb physical #uranium stockpile very well 👏 So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for Phoenix (200M+55M)/340M = already 75% financed (1/2) https://t.co/DZuiTwpG0A So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for" [X Link](https://x.com/Napalm_1_/status/1716511484111466673) 2023-10-23T17:46Z [----] followers, 26.3K engagements "So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for Phoenix (200M+55M)/340M = already 75% financed (1/2)" [X Link](https://x.com/Napalm_1_/status/1715047562913128770) 2023-10-19T16:49Z [----] followers, 13.8K engagements "Fuel buyers are doing everything they can to avoid direct #uranium spot purchase bc they know that the spotmarket became so tight that a couple 100klb would push uranium spotprice significantly higher now 😉 U3O8 needs for ST delivery U3O8 available for ST delivery $U.UN 🚀 Breaking⚡🔨US #Nuclear fuel brokers '#Uranium Markets' have just issued an RFP on behalf of a non-US utility seeking [------] lbs of US and EU legal non-Russian #U3O8 for book transfer delivery to ConverDyn USA on [--] January [----] asking suppliers to quote a Fixed Price/lb🤠🐂 https://t.co/se7YTQE3Tf Breaking⚡🔨US #Nuclear" [X Link](https://x.com/anyuser/status/1729206564475768976) 2023-11-27T18:32Z [----] followers, 18.9K engagements "Breaking⚡🔨US #Nuclear fuel brokers '#Uranium Markets' have just issued an RFP on behalf of a non-US utility seeking [------] lbs of US and EU legal non-Russian #U3O8 for book transfer delivery to ConverDyn USA on [--] January [----] asking suppliers to quote a Fixed Price/lb🤠🐂" [X Link](https://x.com/quakes99/status/1729193979181482131) 2023-11-27T17:42Z 96.5K followers, 186.3K engagements "Owner of bit of uranium: On second thought Im not going to sell my #uranium at todays uranium price. Other utilities will offer me much more dollars per pound for my uranium in the near future because uranium demand is price inelastic Good luck utilities $U.UN $URA $URNM" [X Link](https://x.com/anyuser/status/1753115188390498430) 2024-02-01T17:56Z [----] followers, [----] engagements "People: Look Energy Fuels $UUUU sold 180k lb #uranium at 58.18USD/lb so they can mine uranium profitably at 58USD/lb Me: NO look better. They need much higher uranium sell price than 58USD/lb to mine uranium profitably. Today they dont mine uranium (1/4) $URNM $URA Energy Fuels Announces Q3-2023 Results Including Net Income Continued Significant Increase in Working Capital Profitable Uranium Sales and Continued Progress on Development of Uranium Mines and Rare Earth Separation Capabilities $EFR.TO $UUUU https://t.co/vlpPCT75yg Energy Fuels Announces Q3-2023 Results Including Net Income" [X Link](https://x.com/anyuser/status/1720732255792828519) 2023-11-04T09:18Z [----] followers, 29.2K engagements "Energy Fuels Announces Q3-2023 Results Including Net Income Continued Significant Increase in Working Capital Profitable Uranium Sales and Continued Progress on Development of Uranium Mines and Rare Earth Separation Capabilities $EFR.TO $UUUU https://www.juniorminingnetwork.com/junior-miner-news/press-releases/1010-tsx/efr/150687-energy-fuels-announces-q3-2023-results-including-net-income-continued-significant-increase-in-working-capital-profitable-uranium-sales-and-continued-progress-on-development-of-uranium-mines-and-rare-earth-separation-capabilities.html" [X Link](https://x.com/anyuser/status/1720580140189597793) 2023-11-03T23:14Z 35.8K followers, 34.9K engagements "A conversation between Denison Mines & a US utility somewhere in the second semester of [----] based on the real figures (scenario) -- I will not be surprised to see an #uranium price reaching [--] USD/lb in [----] (and much higher #U3O8 prices in 2023/2024) (1/3) $URNM $HURA $URA" [X Link](https://x.com/Napalm_1_/status/1519302421490679808) 2022-04-27T13:08Z [----] followers, [---] engagements "There is no way out of it The upward pressure in #uranium spot market will continue for a long time Why Bc the secondary supply used to solve the primary deficit is depleted Now primary deficit can only be solved with big new uranium production Good luck with that (1/2) Where are we in terms of LT contracting compared to the previous #uranium cycle [----] was the first year of the previous cycle in which the annual consumption + inventory build-up by the uts (254Mlb in total) was contracted. It is worth noting and to give just one example Where are we in terms of LT contracting compared to the" [X Link](https://x.com/anyuser/status/1758145349305131363) 2024-02-15T15:04Z [----] followers, 15.9K engagements "Where are we in terms of LT contracting compared to the previous #uranium cycle [----] was the first year of the previous cycle in which the annual consumption + inventory build-up by the uts (254Mlb in total) was contracted. It is worth noting and to give just one example" [X Link](https://x.com/piterloskot82/status/1758114430032703774) 2024-02-15T13:01Z [----] followers, 42.5K engagements "While tourists are executing their 10-30% profit on #uranium etf positionsthe spotmarket is in situation of: The highest bidder will get remaining lbs of uranium others will be left without Ready for 80+ USD/lb in Q4 Bc the 2011-2017 stockpiles are gone $UROY $U.UN $URNM Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6) https://t.co/iI6Bm34MlV Hi everyone My detailed report (30 pages): An important" [X Link](https://x.com/anyuser/status/1708910356666400872) 2023-10-02T18:22Z [----] followers, [----] engagements "Each time the sector goes investors start to doubt 🛑looking at daily share price fluctuations. Look at sectorial facts Did CCJ/KAP/Orano previously estimated #uranium production for2024 Nothey it Did GLOBAL commercial available uranium inventory in2023 (1/10) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary" [X Link](https://x.com/Napalm_1_/status/1760831820579364890) 2024-02-23T00:59Z [----] followers, 24.8K engagements "📣 After CCJ/KAP/Orano (big uranium producers) being short #uranium bc their clients ask more uranium than they produce Now Rosatom (parent of Uranium One) is also looking to buy uranium from others🤯🚀 All major producers are uranium buyers $U.UN $URA $URNM #commodities #Russia's #Nuclear reactor fuel maker & #Uranium procuring state-owned enterprise Rosatom💂 has apparently put out a #U3O8 market Request seeking to acquire more uranium🌎⚛⛏🛒 Doesn't get much more bullish than that🤠🐂 So much for talk of an oversupplied Eastern market.🏜 #Russia's #Nuclear reactor fuel maker & #Uranium" [X Link](https://x.com/anyuser/status/1706748461595730012) 2023-09-26T19:11Z [----] followers, [----] engagements "#Russia's #Nuclear reactor fuel maker & #Uranium procuring state-owned enterprise Rosatom💂 has apparently put out a #U3O8 market Request seeking to acquire more uranium🌎⚛⛏🛒 Doesn't get much more bullish than that🤠🐂 So much for talk of an oversupplied Eastern market.🏜 @blindpig1966 @mbkrugby @quakes99 @UrTokenCorgi @PauloMacro Theres an RFP out from rostatom @blindpig1966 @mbkrugby @quakes99 @UrTokenCorgi @PauloMacro Theres an RFP out from rostatom" [X Link](https://x.com/anyuser/status/1706742057539174620) 2023-09-26T18:46Z 96.5K followers, 122.2K engagements "A very stupid comparison. Why 1) #uranium demand is Price INelastic while #lithium is price elastic 2) NO alternative for an existing ☢ reactor with [--] year lifetime. It only can use different forms all originating from U3O8. Lithium has several alternatives for batteries" [X Link](https://x.com/anyuser/status/1753943721714876644) 2024-02-04T00:49Z [----] followers, [----] engagements "A lot of work is being done imo to keep #SPUT share price under NAV I expect that stakeholders that are short #uranium & need to find uranium elsewhere are trying to keep it downbc once SPUT starts buying uranium againthey will be in an even more serious supply problem Soon" [X Link](https://x.com/anyuser/status/1838297360872739284) 2024-09-23T19:20Z [----] followers, [----] engagements "For those waiting on the sideline $GLO 🥳 60% bank financing about to be approved in October2024 40% = 197M USD of which already 120M USD has been invested = 77M USD remains to be financed And now comes the fun part (see next post) 1/3 #uranium https://globalatomiccorp.com/investors/news/news-details/2024/Global-Atomic-Provides-Update-on-the-Dasa-Project/default.aspx https://globalatomiccorp.com/investors/news/news-details/2024/Global-Atomic-Provides-Update-on-the-Dasa-Project/default.aspx" [X Link](https://x.com/anyuser/status/1841985380804931882) 2024-10-03T23:35Z [----] followers, 10K engagements "Spot now: The highest bidder will get remaining lbs of #uraniumothers will be left without & its getting worse for utilities (OranoU3O8 toCNNC📣more spotbuying by fin players) Ready for 80+USD/lb in Q4 Bc 2011-2017 stockpiles are gone👇 (1/3) $U.UN $URNM $URA Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6) https://t.co/iI6Bm34MlV Hi everyone My detailed report (30 pages): An important pivotal" [X Link](https://x.com/anyuser/status/1713090443657834674) 2023-10-14T07:12Z [----] followers, 27.1K engagements "Who can partially help in2024/2025 with ADDITIONAL #uranium production - CCJ/KAP/Orano NOfuture production already fully booked. - Arrow & Triple R NOproduction start in [----] at earliest. - $PDN Yescouple 100k lb 2024/2025 production left to buy (1/3) $URNM $URA $U.UN Simple math: The #uranium spotsupply significantly for different reasons (a)while the needed uranium for short term delivery significantly (b) while not all uranium needs for 2024/2025 (reactor fueling 2026/2028) are covered todaywhile (1/7) $U.UN $URA #commodities https://t.co/BXgxH5G3gS Simple math: The #uranium spotsupply" [X Link](https://x.com/Napalm_1_/status/1730214064737972659) 2023-11-30T13:15Z [----] followers, 27.5K engagements "Simple math: The #uranium spotsupply significantly for different reasons (a)while the needed uranium for short term delivery significantly (b) while not all uranium needs for 2024/2025 (reactor fueling 2026/2028) are covered todaywhile (1/7) $U.UN $URA #commodities" [X Link](https://x.com/Napalm_1_/status/1729902860609978371) 2023-11-29T16:39Z [----] followers, 28.7K engagements "Not 300klb but 264078lb were bought today It seems that SPUT has reached the end of available #uranium lbs at [--] USD/lb But #SPUT still has 115M USD of their 138M USD cash at their disposal to buy more uranium + SPUT NAV after closing =More money will be raised tomorrow #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in cash https://t.co/L0ONJOBcO8 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in" [X Link](https://x.com/anyuser/status/1970291082953986321) 2025-09-23T00:56Z [----] followers, [----] engagements "#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in cash" [X Link](https://x.com/anyuser/status/1970263333585518689) 2025-09-22T23:05Z [----] followers, 32.4K engagements "In [----] Western utilities will beg for the #uranium stockpile of $DNN (2.3Mlb) $UROY (1.5Mlb) $UEC (1Mlb available in2024) Those [--] companies + few small producers adding uranium prod in [----] will be able to sell at very high price $EU 200klb vs 1.3Mlb (0.8+0.5) in 2024" [X Link](https://x.com/Napalm_1_/status/1735730267254317274) 2023-12-15T18:35Z [----] followers, 15K engagements "$PDN: Langer Heinrich & Kayelekera (Malawi) in February [----] (spot was 75USD/lb): share price back then represented 23.04USD/lb $DYL: Reptile (Tumas) & Mulga Rock today (#uranium spot is 71USD/lb: DYL 1.40AUD/sh represents only valuation of 1.56USD/lb (1/2) #ASX" [X Link](https://x.com/anyuser/status/1715183698314776991) 2023-10-20T01:50Z [----] followers, 12.3K engagements "Step-by-step we are getting there Soon SPUT will be accessible for a larger group of investors. Patience will be well rewarded. #uranium $URNM $URA $HURA Yee-Haw🤠🐂 Senior Counsel for NYSE Arca today submitted the 19b4 filing to the SEC to list and trade shares of the @Sprott Physical #Uranium Trust.🏦👍 The filing is posted on the NYSE website at: https://t.co/HfOCdM19as https://t.co/OLnE3BwCzP Yee-Haw🤠🐂 Senior Counsel for NYSE Arca today submitted the 19b4 filing to the SEC to list and trade shares of the @Sprott Physical #Uranium Trust.🏦👍 The filing is posted on the NYSE website at:" [X Link](https://x.com/anyuser/status/1513649113149104135) 2022-04-11T22:44Z [----] followers, [---] engagements "Yee-Haw🤠🐂 Senior Counsel for NYSE Arca today submitted the 19b4 filing to the SEC to list and trade shares of the @Sprott Physical #Uranium Trust.🏦👍 The filing is posted on the NYSE website at: https://www.nyse.com/publicdocs/nyse/markets/nyse-arca/rule-filings/filings/2022/SR-NYSEArca-2022-23.pdf https://www.nyse.com/publicdocs/nyse/markets/nyse-arca/rule-filings/filings/2022/SR-NYSEArca-2022-23.pdf" [X Link](https://x.com/anyuser/status/1513646331893407745) 2022-04-11T22:33Z 96.5K followers, [---] engagements "So SPUT raising again on Monday Starting with premium to NAV on Monday + URNM rebalancing Rule: 17.5% allocated to entities that hold physical #uranium uranium royalties or other non-mining assets 01/04/2025 vs 26/09/2025 #SPUT : 13.47% vs 10.26% (Coming days:- 12.75%) #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash https://t.co/hlrw6Je1rK #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash" [X Link](https://x.com/Napalm_1_/status/1971977923348648371) 2025-09-27T16:39Z [----] followers, 11.6K engagements "#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash" [X Link](https://x.com/anyuser/status/1971727585068355942) 2025-09-27T00:04Z [----] followers, 16.8K engagements "How the hell are shorters going to get out of those short positions The volume of $DYL for instance was only [---] million shares [--] minutes before end of the trading day vs [--] million shares shorted Short squeeze in ASX listed #uranium companies in the making $PDN $LOT $BOE Look at the short positions vs average daily trading volumes =Several trading days of high volumes or several weeks with average volumes will be needed to close those short positions on $DYL $BOE $PDN $LOT 🥳 while #uranium ETFs will also buy underlying uranium company shares https://t.co/3CB0mrt7FV Look at the short" [X Link](https://x.com/anyuser/status/1848226636161745387) 2024-10-21T04:55Z [----] followers, 17.7K engagements "Look at the short positions vs average daily trading volumes =Several trading days of high volumes or several weeks with average volumes will be needed to close those short positions on $DYL $BOE $PDN $LOT 🥳 while #uranium ETFs will also buy underlying uranium company shares" [X Link](https://x.com/anyuser/status/1848201353992040836) 2024-10-21T03:15Z [----] followers, 15.5K engagements "I spend 1.5day preparing detailed overview about👇 starting with productionloss of japanese consumption from 2011/2013 till end2022 & structural deficit since early2018 Conclusion: We are close to pivotal point of significant #uranium price discovery Will post in coming days @uraniuminsider Its true Not driven by SPUT anymorebut by pivotal point in dynamic between annual structural deficit &stockpiles from2011-2017 Close to pivotal point of significant uranium price discovery SPUT is only bonus now Let all utilities flex-up their existing supply contracts😉 @uraniuminsider Its true Not driven" [X Link](https://x.com/anyuser/status/1691062792848019457) 2023-08-14T12:22Z [----] followers, 10.2K engagements "@uraniuminsider Its true Not driven by SPUT anymorebut by pivotal point in dynamic between annual structural deficit &stockpiles from2011-2017 Close to pivotal point of significant uranium price discovery SPUT is only bonus now Let all utilities flex-up their existing supply contracts😉" [X Link](https://x.com/anyuser/status/1690843674207252481) 2023-08-13T21:52Z [----] followers, 11.3K engagements "Facts=facts.There can be many reasons for US utility #uranium inventory being at 16months of consumption on average &EU utility inventories at 2y of consumption.They are too low &they cant run reactors without itno room to consume more inventoryEUP & UF6 restocking now(1/7)" [X Link](https://x.com/Napalm_1_/status/1519629201208492033) 2022-04-28T10:46Z [----] followers, [---] engagements "Sometimes people ask me if Im not afraid for my positions in the #uranium sector if a nuclear war would happen. My answer: No because with a nuclear war I would be dead. And when Im dead I dont care about the valuation of my portfolio anymore. Cheers" [X Link](https://x.com/Napalm_1_/status/1631320296191049733) 2023-03-02T15:47Z [----] followers, [----] engagements "And it keeps going higher And the high season in the #uranium sector didnt even start yet $U.UN $YCA $URA $URNM $UROY EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did the same KHNP:We also CCJ/Orano/KAP:😬 Me:🥳 $U.UN $YCA $URA #commodities https://t.co/Zu2tSVj6iX EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did" [X Link](https://x.com/anyuser/status/1697216395484840338) 2023-08-31T11:54Z [----] followers, [----] engagements "EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did the same KHNP:We also CCJ/Orano/KAP:😬 Me:🥳 $U.UN $YCA $URA #commodities" [X Link](https://x.com/Napalm_1_/status/1694664241632960603) 2023-08-24T10:53Z [----] followers, 23.7K engagements "Volumes in #uranium ETFs were impressive today: $URNM 4x average volume $URA 3x average volume $URNJ 12x average volume = massive buying of $DYL $BMN $LOT $ACB $PEN $EL8 by those [--] ETFs incoming today #ASX" [X Link](https://x.com/Napalm_1_/status/1706461636356108400) 2023-09-26T00:12Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Napalm_1_ Napalm
Napalm posts on X about $uun, $ura, $urnm, $yca the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -17%
- [--] Month [-------] +53%
- [--] Months [-------] +48%
- [--] Year [---------] -1.30%
Mentions: [--] #
- [--] Week [--] -43%
- [--] Month [--] +76%
- [--] Months [---] +23%
- [--] Year [---] +56%
Followers: [------] #
- [--] Week [-----] -0.11%
- [--] Month [-----] -0.32%
- [--] Months [-----] +3.30%
- [--] Year [-----] +7.70%
CreatorRank: [-------] #
Social Influence
Social category influence finance 35.11% currencies 8.4% countries 7.63% cryptocurrencies 4.96% stocks 3.82% exchanges 1.53% travel destinations 1.15% social networks 0.76% technology brands 0.76% financial services 0.38%
Social topic influence $uun 37.02%, $ura 21.37%, $urnm 19.85%, $yca 13.74%, trust 11.45%, $uu 9.54%, $lot 8.02%, commodities 6.87%, $dyl 6.87%, $pdn 6.49%
Top accounts mentioned or mentioned by @sprott @numerco @uraniummarkets @uraniuminsider @malcolmraw99915 @evomarkets @chaeyunchong @sammy2288776 @alshap @schwarzenegger @theeconomist @mrneilerua @blindpig1966 @mbkrugby @quakes99 @urtokencorgi @paulomacro @denouementiv @uranium_ftw
Top assets mentioned Cameco Corporation (CCJ) Pentagon Games (PEN) Denison Mines Corp (DNN) Uranium Energy Corp. (UEC) Energy Fuels Inc. (UUUU) Clear Channel Outdoor Holdings, Inc. (CCO) Magna International (MGA) FIRST MAJESTIC SILVER CORP (AG) Endeavour Silver Corp. (EXK)
Top Social Posts
Top posts by engagements in the last [--] hours
"No plan $BTC created in January2009 meaning BTC didnt experience a liquidity crunch like in2008 yet Saylor says no credit risk Banks might see it differently I know fund that saw its line of credit being revoked overnight bc bank👀for its own liquidity security 1st $MSTR Yeah it's not looking good for your digital gold. Saylor casually chatting about $8K $BTC https://t.co/BllyUv4o69 Yeah it's not looking good for your digital gold. Saylor casually chatting about $8K $BTC https://t.co/BllyUv4o69"
X Link 2026-02-13T21:53Z [----] followers, [---] engagements
"#Uranium because there just isnt enough available for short term delivery to satisfy everyone. $URNM $URA $URNJ $U.UN $UROY"
X Link 2023-09-25T17:30Z [----] followers, [----] engagements
"Against a) U3O8 deficit (excl bcd): 38Mlb in2024.Also huge deficit after b) Restocking: 20% of 175Mlb/y =35Mlb New demand from licence extensions (c) & fin players & new U3O8 funds (d) BIG difference between 2018-2022 & today👇 100+ USD/lb #uranium coming (5/5) $U.UN Global primary deficit in2018-2022utilities/UxC:We are fine Global primary deficit in 2H2023utilities/UxC:Houstonwe have problem Difference The commercial available #uranium stockpile created in2011-2017that filled the gap in2018-2022now depleted #commodities (1/2) https://t.co/gRJcr6t67b Global primary deficit"
X Link 2023-11-30T15:04Z [----] followers, 67.4K engagements
"What happens when physical silver has been running hard is sold at premium & is less available They go over to #palladium & #Platinum Sibanye-Stillwater $SBSW ValOre Metals Corp $VO: Pedra Branca (PGEs & Au) flagship project & Hatchet Lake (U3O8) deposits PALLADIUM The audacity of that comment on the 18th of November https://t.co/r3L0FZTgh7 PALLADIUM The audacity of that comment on the 18th of November https://t.co/r3L0FZTgh7"
X Link 2026-01-13T13:40Z [----] followers, [----] engagements
"$AG $EXK and others cant keep up with the fast decline of #silver price 🙂"
X Link 2026-01-30T17:37Z [----] followers, [----] engagements
"#silver is now back under the price it had a month ago. Silver stocks like $AG $EXK still respectively 23% and 12% above their share price a month ago"
X Link 2026-01-30T18:24Z [----] followers, [----] engagements
"Not enough skilled labour force to build many reactors starting soon Cant be dishonest towards people following me I dont believe $CCJ Westinghouse will start construction of [--] plus reactors early [----] There isnt enough qualified labour force to achieve this #uranium Why does Goldman Sachs call Cameco $CCJ its highest conviction play on the #nuclear theme Maybe because there are more than 30+ Westinghouse AP1000 Reactors in the planning stages: [--] in Bulgaria [--] (potentially 15) in and [--] (potentially 17) in . Profitable👇#Uranium https://t.co/pK3Ydj8kds Why does Goldman Sachs call Cameco"
X Link 2026-02-05T16:39Z [----] followers, [----] engagements
"When - investors go risk-off - BoJ &/or FED their balance sheet which liquidity in market - bond market gets into trouble - banks take liquidity safeguard measures The general stockmarkets gets hit while high risk investments (mining stocks) are thrown out WHEN"
X Link 2026-02-05T23:22Z [----] followers, [----] engagements
"Uranium spot price could be hit like silver is being hit atm Reason 😱 for liquidity crunch in future = frontrun this (self fulfilling prophecy) Some family offices/utilities/intermediaries/producers hold physical #uranium (like in 2H 2008) & AI tourists sell Uranium ETFs"
X Link 2026-02-05T23:38Z [----] followers, [----] engagements
"Its a combination of different factors Uncertainty in US future Japan spending Bond market unstable BTC breaking important support level Big Tech huge capex spending while earnings will not cover those capex amounts = overvalued Debt crisis in the making Nasdaq $QQQ has now closed below its 100-day moving average for [--] consecutive days for the first time since May 🚨🚨🚨 https://t.co/1BHP8eDw9E Nasdaq $QQQ has now closed below its 100-day moving average for [--] consecutive days for the first time since May 🚨🚨🚨 https://t.co/1BHP8eDw9E"
X Link 2026-02-05T23:52Z [----] followers, [---] engagements
"@ChaeYunChong @Sammy2288776 I sold a part last week but not all. So I took a hit. Will LOT do well in coming years Imo yes. Could it bounce up again in coming weeks Yes maybe But I sold all my LOT now Why Because the broader market & bond market became very dangerous now [----] will be difficult"
X Link 2026-02-06T01:24Z [----] followers, [--] engagements
"@MrNeilerua AI tourists"
X Link 2026-02-06T11:14Z [----] followers, [---] engagements
"Imo AI becoming bigger reason for layoffs in [----] 😱 of future layoffs among more & more US workers +😱 for rising electric bills Slowing down AI/datacenter buildout argument growing + healtcare insurance price + tarrifs bills The road to Midterms 👀 #uranium 1/3 Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is Six US states now have bills to pause data center"
X Link 2026-02-08T10:01Z [----] followers, [----] engagements
"$PDN $LOT $AEE $AEU $BMN $DYL $PEN #uranium 🎇🎆Today #SPUT put its $323M war chest to work in the Spot #Uranium market💰🛒as its ATM raised millions more stacking cash🔥🏧💵sending #Nuclear fuel brokers @UraniumMarkets soaring +$9.13 to a 2-year high of $100.50/lb #U3O8🚀🌟 and @Numerco leaping +7.75 to $100 even💯🤠🐂🏄 https://t.co/VYcLg8Zvqv 🎇🎆Today #SPUT put its $323M war chest to work in the Spot #Uranium market💰🛒as its ATM raised millions more stacking cash🔥🏧💵sending #Nuclear fuel brokers @UraniumMarkets soaring +$9.13 to a 2-year high of $100.50/lb #U3O8🚀🌟 and @Numerco"
X Link 2026-01-28T21:27Z [----] followers, [----] engagements
"Not realistic Im pro #nuclearbut betting on🏗 start of [--] 1000MW reactors in US by early2028 is just wishful thinking Gas-fired power 🏗 faster than reactors 🏗 big reactors in 5y in West estimates 7y 🏗 for next [--] in US Westinghouse 👀 12y earnings from🏗 #uranium Only way this is remotely realistic is if the US announces construction of [--] new nuclear power plants tomorrow https://t.co/18cUgs5cCK Only way this is remotely realistic is if the US announces construction of [--] new nuclear power plants tomorrow https://t.co/18cUgs5cCK"
X Link 2026-02-08T14:41Z [----] followers, [----] engagements
"#uranium spotmarket is very small market bc most of uranium deliveries go through LT contracts Today utilities signing LT contracts with deliveries starting in [----] & beyond. Spotmarket for utilities & enrichers is mainly for adjustments in U3O8 needs (1/8) $YCA $FTSE $U.UN"
X Link 2023-01-10T11:52Z [----] followers, 78.6K engagements
"$LOT neglected for very long time & by consequence very cheap (PE10) Now investors start to rediscover that #uranium mine that already produced until2013 & restarts production now Fully funded Incoming cashflows in2026 Most lbs available for contracting at higher price 2/2"
X Link 2026-01-26T22:53Z [----] followers, [----] engagements
"By [----] Probably Question: will investors hold on to $CCJ for 5y with all broader market troubles coming are way Labour shortage in🏗 sector inwill slow projected new AP1000🏗 starts down PE at [---] USD/share will remain very high in 2026/2027 AI tourists go in & get out About 7% of my #uranium portfolio is Cameco. I am now convinced that $ccj $cco will be a behemoth in the next [--] years. Production Expansion Vertical integration AP1000's through Westinghouse . I will continue to swing into and add to on any market weakness henceforth. https://t.co/vMsRP3uQ3S About 7% of my #uranium portfolio"
X Link 2026-02-06T10:58Z [----] followers, [----] engagements
"With increasing AI use less and less freshly graduated students without job experience get hired while those companies use the existing workforce to train AI (step 1) Step [--] part of existing workforce is laid off The US student loan delinquency is only getting started imo U.S. Student Loan Delinquencies Hit Crisis Levels: The Share Of Loans Transitioning Into Serious Delinquency (90+ Days Past Due) Surged To A Record 16.19% In Q4 [----]. U.S. Student Loan Delinquencies Hit Crisis Levels: The Share Of Loans Transitioning Into Serious Delinquency (90+ Days Past Due) Surged To A Record 16.19% In"
X Link 2026-02-14T08:58Z [----] followers, [---] engagements
"Good reason for that I expect global replacement rate level contracting will not be reached in2026 either Temporary created mismatch in nuclear fuel cycle Growth in nuclear fuel consumption in 2026-2029 (#uranium 2024-2027) mainly coming from non-Western countries 1/2 $CCJ Cameco $CCJ contract book for the last [--] years. Moving upward but appreciate that we may be seeing utilities still not committed to replacement rate contracting. [----] was the lowest increase. #Uranium CONTRACTS [----] - [---] million lbs [----] - [---] [----] - [---] [----] - [---] [----] - [---] Cameco $CCJ contract book for the last [--] years."
X Link 2026-02-14T13:56Z [----] followers, [----] engagements
"And even if CCJ contractbook would increase faster in [----] it would only be for deliveries in [----] and beyond $CCJ is fully booked for coming years and needs to buy in spot or borrow uranium lb from others to honor their existing #uranium supply contracts 2/2"
X Link 2026-02-14T13:57Z [----] followers, [---] engagements
"$KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) 💥Kazatomprom $KAP had previously announced a [----] ramp-up in #Kazakhstan's #Uranium production by 4300tU (+11.2M lbs) from 21000tU to 25300tU which would have been -10% below the Subsoil Use Limit but have revised downward to just a +750tU (+1.95M lbs) increase from [----] - https://t.co/doPV2QP54k 💥Kazatomprom $KAP had"
X Link 2024-02-01T13:16Z [----] followers, 52.8K engagements
"Note:175Mlb is NOT total #uranium (U3O8) demand2024its actually much higher 175Mlb is the estimated total U3O8 consumption2024 (without 1st reactor cores) Total U3O8 demand=Total U3O8 consumption+strategic U3O8 inventory build out+U3O8 restocking by utilities (4/4) $U.UN"
X Link 2024-02-01T14:50Z [----] followers, 26.8K engagements
"1 memo to put above your🛌/💻: The secondary supply that was used to compensate🌎annual primary #uranium deficit in2018-2023 is now DEPLETED while uranium demand is price INELASTIC Now that primary deficit can only be solved by new production Good luck with that $U.UN 🚀 $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the"
X Link 2024-02-01T20:32Z [----] followers, 22.4K engagements
"Imo Deep Yellow $DYL $DYLLF is significantly undervalued compared to less advanced peers. John Borshoff and his team already did it with the Langer Heinrich deposit (a mine today) 30km from Tumas with quite similar geology and type of deposit mineralization (1/4) #uranium"
X Link 2024-02-06T02:03Z [----] followers, 10.4K engagements
"There is no way out of it The upward pressure in #uranium spot market will continue for a long time Why Bc the secondary supply used to solve the primary deficit is depleted Now primary deficit can only be solved with big new uranium production Good luck with that (1/2) Where are we in terms of LT contracting compared to the previous #uranium cycle [----] was the first year of the previous cycle in which the annual consumption + inventory build-up by the uts (254Mlb in total) was contracted. It is worth noting and to give just one example Where are we in terms of LT contracting compared to the"
X Link 2024-02-15T15:04Z [----] followers, 15.9K engagements
"Total shorted vs average daily volume $PDN 41M shares shorted vs 2.6M shares traded daily $BOE 55M shares shorted vs 2.8M shares traded daily $DYL 95M shares shorted vs 5.4M shares traded daily $LOT 154M shares shorted vs 8.4M shares traded daily Short squeeze #uranium"
X Link 2024-10-15T02:52Z [----] followers, 28.1K engagements
"The implications are huge. & are taking all future #uranium production from Kazakhstan away from western utilities () Western utilities will soon beg for future uranium lbs from $EU $PEN $LOT $UEC $GLO $BMN $DYL = pre payments of deliveries will become the norm Breaking news Kazatomprom shareholders to approve another major contract between KAP and CNNC #uranium https://t.co/HjmNQrfgsY Breaking news Kazatomprom shareholders to approve another major contract between KAP and CNNC #uranium https://t.co/HjmNQrfgsY"
X Link 2024-10-15T13:34Z [----] followers, [----] engagements
"Look at the short positions vs average daily trading volumes =Several trading days of high volumes or several weeks with average volumes will be needed to close those short positions on $DYL $BOE $PDN $LOT 🥳 while #uranium ETFs will also buy underlying uranium company shares"
X Link 2024-10-21T03:15Z [----] followers, 15.5K engagements
"How the hell are shorters going to get out of those short positions The volume of $DYL for instance was only [---] million shares [--] minutes before end of the trading day vs [--] million shares shorted Short squeeze in ASX listed #uranium companies in the making $PDN $LOT $BOE Look at the short positions vs average daily trading volumes =Several trading days of high volumes or several weeks with average volumes will be needed to close those short positions on $DYL $BOE $PDN $LOT 🥳 while #uranium ETFs will also buy underlying uranium company shares https://t.co/3CB0mrt7FV Look at the short"
X Link 2024-10-21T04:55Z [----] followers, 17.7K engagements
"My $U.UN purchase yesterday was my biggest purchase order on the stockmarket in my entire investors carrier With primary #uranium supply deficit remaining & growing while inventory X being depleted now each day operational inventories are reduced by FORCE Tik tok tik tok I just bought physical #uranium at a price of 75USD/lb $U.UN [--] - [---] = 33% [--] - [---] = 60% [--] - [---] = No mining related risks here I just bought physical #uranium at a price of 75USD/lb $U.UN [--] - [---] = 33% [--] - [---] = 60% [--] - [---] = No mining related risks here"
X Link 2024-10-31T13:18Z [----] followers, [----] engagements
"#uranium Inkai"
X Link 2025-01-02T18:09Z [----] followers, [----] engagements
"The announcement was made after closing of the North American stockmarkets yesterday. So the #uranium sector ETFs didnt even start to buy underlying uranium holdings YET For #ASX it starts on Monday at the earliest Upside pressure coming $DYL $BOE $PDN $LOT $BMN"
X Link 2025-05-23T05:26Z [----] followers, [----] engagements
"Uranium contracts at higher and higher #uranium prices Uranium demand from utilities is extremely price inelastic Combined with a structural primary supply deficit while secondary supply is now gone = much higher uranium price coming $PDN $BOE $LOT $EU 🥳 #uranium CGN just signed contracts at $100/lb now up 20% https://t.co/CxBeTs2NAG can someone please unpack this https://t.co/hqUkNajT8Y #uranium CGN just signed contracts at $100/lb now up 20% https://t.co/CxBeTs2NAG can someone please unpack this https://t.co/hqUkNajT8Y"
X Link 2025-06-04T04:21Z [----] followers, [----] engagements
"Just 400000lb pushing uranium spotprice from [----] to [-----] USD/lb in [--] day 🙂 And SPUT is raising [---] million USD that will give them a buying power equivalent to 2600000lb #uranium at [--] USD/lb or [---] Mlb at [--] USD/lb or [----] Mlb at [--] USD/lb Starting Friday $U.UN $YCA Spot market yesterday https://t.co/OXwFMgSFAG https://t.co/uybmZdMfQD Spot market yesterday https://t.co/OXwFMgSFAG https://t.co/uybmZdMfQD"
X Link 2025-06-17T21:46Z [----] followers, 14.8K engagements
"Those 650000lb #uranium SPUT bought on Friday were probably the easy quarterly lbs from Olympic Dam. And after that $YCA $U.UN #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -3.35% discount to NAV No pounds purchased No trusts issued = no $ raised $182.7m in cash https://t.co/UJrqW3gxc0 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -3.35% discount to NAV No pounds purchased No trusts issued = no $ raised $182.7m in cash https://t.co/UJrqW3gxc0"
X Link 2025-06-24T09:06Z [----] followers, [----] engagements
"$LOT message to utilities Noyou will not get remaining #uranium easily.We now want market linked pricingreferenced to but not sold into spotmarket. Want price. Just did 65.3M AUD raise (42.6M USD) to allow us to stockpile uranium instead of selling it to you $U.UN $YCA"
X Link 2025-09-04T06:25Z [----] followers, 13.8K engagements
"Up up she goes #uranium Up Up & Away🎈 Spot #Uranium has spiked +75c to $77.25/lb #U3O8 over at UK #Nuclear fuel brokers @Numerco 💲⚛⛏ which has lit an even hotter fire under soaring U #mining #stocks 🔥🚀heading into afternoon trading in NYC & TO.🤠🐂🚆 https://t.co/h3Ih9XgqGc Up Up & Away🎈 Spot #Uranium has spiked +75c to $77.25/lb #U3O8 over at UK #Nuclear fuel brokers @Numerco 💲⚛⛏ which has lit an even hotter fire under soaring U #mining #stocks 🔥🚀heading into afternoon trading in NYC & TO.🤠🐂🚆 https://t.co/h3Ih9XgqGc"
X Link 2025-09-19T16:51Z [----] followers, [----] engagements
"#SPUT now traded [--] million SPUT unites above NAV. This would be the biggest raise since a very long time 78USD/lb at the close 80USD/lb #uranium spotprice very soon 🚨Spot #Uranium continues its flight higher🌀🪁 now UP +$1.25 to $77.75/lb #U3O8 for UK #Nuclear fuel brokers @Numerco 💲⚛⛏ as #SPUT's ATM is on fire constantly issuing new shares to raise 10's of $Millions in new stacking cash🔥🏧💵 as U #stocks soar.🚀🌜🤠🐂🚆 https://t.co/tcKhuA1CJ3 🚨Spot #Uranium continues its flight higher🌀🪁 now UP +$1.25 to $77.75/lb #U3O8 for UK #Nuclear fuel brokers @Numerco 💲⚛⛏ as #SPUT's ATM is on"
X Link 2025-09-19T19:29Z [----] followers, [----] engagements
"Mega raise 95M USD of the 117M USD cash at their disposal to buy lbs 95M USD to buy uranium [--] USD/lb = 1.2M lbs And Monday #SPUT will open well above NAV I very rarely use it but this time its justified Soon #uranium spotprice 🚀 and $URNM $URA $URNJ will follow #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash https://t.co/iguwmugPHL #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash"
X Link 2025-09-19T23:19Z [----] followers, [----] engagements
"Not 300klb but 264078lb were bought today It seems that SPUT has reached the end of available #uranium lbs at [--] USD/lb But #SPUT still has 115M USD of their 138M USD cash at their disposal to buy more uranium + SPUT NAV after closing =More money will be raised tomorrow #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in cash https://t.co/L0ONJOBcO8 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in"
X Link 2025-09-23T00:56Z [----] followers, [----] engagements
"The first [--] min [------] #SPUT units have been traded above NAV today 6h 15min to go #uranium spotprice possibly reaching 80USD/lb today already Upward flywheel effect in progress"
X Link 2025-09-23T13:47Z [----] followers, [----] engagements
"$YCA just announced a capital raise to buy [----] million lbs of #uranium from KAP 🥳 SPUT bought [-------] lbs the last [--] trading days Thats 3M lbs purchased in total last [--] trading days Note: KAP suggested their [----] production would be 8M lbs lower than previously expected Breaking💥 As anticipated #UK Physical #Uranium fund Yellow Cake plc $YCA in London has initiated a raise of US$125M to purchase 1.33M lbs #U3O8 ⚛⛏🛒exercising its [----] purchase option with Kazatomprom $KAP at $75.08/lb a 7.1% discount to Spot at $80.80🤠🐂 https://t.co/TPH2IPNQWy Breaking💥 As anticipated #UK Physical"
X Link 2025-09-24T07:40Z [----] followers, 10K engagements
"Example of non event: URNM exit: PUR 5311k sh vs URNJ: new $PUR position: 0.12%+ 0.75%= 0.87/0.12 x 734k sh=5321k sh 724k sh difference easily done via other institutional If not only 724k sh sold in market in December Thats it🙂 Before: URA reweighting uranium price"
X Link 2025-10-20T14:15Z [----] followers, [----] engagements
"Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6)"
X Link 2023-08-23T12:28Z [----] followers, 108.5K engagements
"In August2023 I showed with 30pp report that the #uranium inventory created in2011-2017 (inventory X) used to compensate annual primary deficit since early2018 was now (2023) (close to be) depleted Surprise. During high season that followed uranium spotprice went (1/3) $U.UN Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6) https://t.co/iI6Bm34MlV Hi everyone My detailed report (30 pages): An"
X Link 2024-08-11T18:11Z [----] followers, 19.1K engagements
"With all major #uranium producers + couple small producers ALL producing significantly less lbs in2H2024/2025 than all lbs delivery commitments towards their clients in2H2024/2025while: (1) inventory X being mathematically depleted now (2) U1 having less to sell in spot 1/10"
X Link 2024-09-09T14:28Z [----] followers, 16.6K engagements
"Its like a moving tanker (#uranium demand) still tied to the dock (spotmarket & spotprice) with a rope (inventory X). The moving tanker cant be stopped & will eventually take the dock (spotmarket & spotprice) with it bc the rope (inventory X) is coming to its end 1/3 $U.UN With all major #uranium producers + couple small producers ALL producing significantly less lbs in2H2024/2025 than all lbs delivery commitments towards their clients in2H2024/2025while: (1) inventory X being mathematically depleted now (2) U1 having less to sell in spot 1/10 https://t.co/BtC244GrRW With all major #uranium"
X Link 2024-09-13T16:15Z [----] followers, 23.3K engagements
"#SPUT is raising money at the close #uranium"
X Link 2025-09-18T19:53Z [----] followers, [----] engagements
"Just on time (before the sharp share price drop) 🙂 No cash issue here $WUC $FSY #uranium"
X Link 2025-10-20T07:27Z [----] followers, [----] engagements
"Norasa of Forsys Metals $FSY neglected by many #uranium deposit in Namibia only 25km from Rossing (low grade) 40km from Husab (low grade) = Perfect takeover for CGN/CNNC familiar with uranium mining FSY held by URNM URNJ URA 1/2 🔋 Powering a cleaner tomorrow. Forsys Metals is leading the charge with its 100%-owned Norasa Uranium Project in Namibia. Safe sustainable and future-focused. 🌍 Learn more:https://t.co/DxjSr6QaBQ TSX: $FSY #Uranium #CleanEnergy https://t.co/znsskP48Kl 🔋 Powering a cleaner tomorrow. Forsys Metals is leading the charge with its 100%-owned Norasa Uranium Project in"
X Link 2025-05-08T14:05Z [----] followers, [----] engagements
"Skyharbour $SYH : Orano Begins 7000m Drill Program at Preston Uranium Project https://www.skrillnetwork.com/skyharbour-gains-as-orano-jv-ignites-7000m-drilling-push-at-preston-uranium-project https://www.skrillnetwork.com/skyharbour-gains-as-orano-jv-ignites-7000m-drilling-push-at-preston-uranium-project"
X Link 2025-05-15T19:08Z [----] followers, [---] engagements
"Husab (Swakup uranium) taken over by CGN in2012 when DFS completed 66% of Rossing mine taken over by CNNC in2019 Norasa #uranium deposit (Forsys Metals $FSY) in Namibia only 25km from Rossing (low grade) 40km from Husab (low grade) =Norasa as a satelite of Rossing or Husab Chinese Nuclear Firms Eye Uranium Acquisitions #uranium #nuclearenergy https://t.co/GHhX1WShI8 Chinese Nuclear Firms Eye Uranium Acquisitions #uranium #nuclearenergy https://t.co/GHhX1WShI8"
X Link 2025-05-17T18:46Z [----] followers, [----] engagements
"URA rebalancing: The more the share prices of large uranium majors and ☢ companies go up today & in coming trading days the more cash will be used to buy lagging small caps ( $LAM $FUU $FSY $SYH $WUC $AGE) in coming [--] trading days"
X Link 2025-07-17T19:02Z [----] followers, [----] engagements
"Undervalued underestimated by most. If I have time I will post an update $FSY #uranium"
X Link 2025-09-09T19:30Z [----] followers, [----] engagements
"5) acquired add property early [----] 3x from [----] CAD/sh not difficult to achieve backed by - $FSY being very cheap today compared to FSY with same #uranium project many years ago - Norasa (FSY) being interesting takeover for CNNC/CGN in less risky country for than 3/3"
X Link 2025-09-16T17:03Z [----] followers, [---] engagements
"Important for security of #uranium supply of Europe Neglected by investors looking for short term gains Uranium exploration/development ban lifted on January 1th [----] = intrinsic value A multi-bagger if you just forget about it in short term Happy holder of $AEE position"
X Link 2025-11-27T23:45Z [----] followers, [----] engagements
"Mega Uranium $MGA conservative Net Asset Value on September 5th2025 after closing of stockmarket: [-----] CAD/sh MGA share price only at [----] CAD/sh 44% discount to NAV😂 I used a zero value for the warrant positions and for the Maureen Property #uranium $NXE $ISO $SASK $PUR"
X Link 2025-09-08T14:33Z [----] followers, [----] engagements
"Even my $MGA update of today is outdated 🙂 NXE ISO PUR already higher #uranium"
X Link 2025-09-09T14:04Z [----] followers, [----] engagements
"Hi everyone I made a long post trying to explain with a fictive example how SPUT is significantly impact the term market by purchasing #uranium from carrytraders today which will increase #U3O8 demand in the term market from those carrytraders. https://www.reddit.com/r/UraniumSqueeze/comments/s40sn5/spot_market_with_sput_sput_is_tightening_the_term/ https://www.reddit.com/r/UraniumSqueeze/comments/s40sn5/spot_market_with_sput_sput_is_tightening_the_term/"
X Link 2022-01-14T21:54Z [----] followers, [---] engagements
"@Alshap @Schwarzenegger You are missing the point. Arnold tried to explain how many soldiers and people are manipulated by desinformation like his father was during WWII"
X Link 2022-03-17T22:10Z [----] followers, [---] engagements
"Hi everyone Most of the #uranium investors dont get the real impact of operational license extensions. The real impact is underestimated by most #U3O8 investors. Here is an explanation on the real impact of it: $URNM $URA $HURA $U.UN #SPUT https://www.reddit.com/user/Napalm-1/submitted/sort=new https://www.reddit.com/user/Napalm-1/submitted/sort=new"
X Link 2022-03-19T13:48Z [----] followers, [---] engagements
"Step-by-step we are getting there Soon SPUT will be accessible for a larger group of investors. Patience will be well rewarded. #uranium $URNM $URA $HURA Yee-Haw🤠🐂 Senior Counsel for NYSE Arca today submitted the 19b4 filing to the SEC to list and trade shares of the @Sprott Physical #Uranium Trust.🏦👍 The filing is posted on the NYSE website at: https://t.co/HfOCdM19as https://t.co/OLnE3BwCzP Yee-Haw🤠🐂 Senior Counsel for NYSE Arca today submitted the 19b4 filing to the SEC to list and trade shares of the @Sprott Physical #Uranium Trust.🏦👍 The filing is posted on the NYSE website at:"
X Link 2022-04-11T22:44Z [----] followers, [---] engagements
"Im preparing an example of how #uranium price is likely to go towards [--] USD/lb in the near future using Denison Mines as a testcase (= positive for $DNN and for the #U3O8 spotprice)"
X Link 2022-04-25T12:12Z [----] followers, [--] engagements
"A conversation between Denison Mines & a US utility somewhere in the second semester of [----] based on the real figures (scenario) -- I will not be surprised to see an #uranium price reaching [--] USD/lb in [----] (and much higher #U3O8 prices in 2023/2024) (1/3) $URNM $HURA $URA"
X Link 2022-04-27T13:08Z [----] followers, [---] engagements
"Now that the market is closed I really recommend to listen to this very bullish conference call. In the Q&A after the presentation they were explicitly saying that there is panic at enrichment level but that this panic didnt even impact the conversion & #U3O8 yet 😉 #uranium #Cameco's [----] Q1 conference call audio recording and webcast replay are now available at https://t.co/r8QXNpQHtr $CCO.TO $CCJ #Cameco's [----] Q1 conference call audio recording and webcast replay are now available at https://t.co/r8QXNpQHtr $CCO.TO $CCJ"
X Link 2022-05-05T21:11Z [----] followers, [--] engagements
"Im preparing a detailed overview of Global Atomic ( $GLO $GLATF ) and it reconfirmes the fact that GLO share price is too cheap and significantly cheaper than less advanced developers at the moment. Here a small preview (lets compare oranges with oranges) #uranium $URNM"
X Link 2022-08-17T13:37Z [----] followers, [---] engagements
"Hi everyone A detailed overview of Global Atomic - Global Atomic ( $GLO $GLATF ) is my Paladin of this contracting cycle $URNM $URA #uranium Note: I will try to post this with an attachment too https://www.reddit.com/r/UraniumSqueeze/comments/wrfxws/a_detailed_overview_of_global_atomic_global/ https://www.reddit.com/r/UraniumSqueeze/comments/wrfxws/a_detailed_overview_of_global_atomic_global/"
X Link 2022-08-18T15:44Z [----] followers, [---] engagements
"Hi A new long post The shift from underfeeding to overfeeding in [----] = almost 3x bigger than Cigar Lake mine floods in [----] + Kazakhstan + China (in 2tweets) = its inevitable the #uranium price is going much higher in near futur = $U.UN $YCA $URNM $URA 🚀 Part1 (1/2)"
X Link 2022-09-08T13:36Z [----] followers, [---] engagements
"Utility:Dear producers could you restart your production to sell us your #uranium at 50USD/lb so that we can overfeed Producer:I need 75USD/lb to make a profit labour & material cost went up 15% Utility: Please its urgent. Producer: NO this isnt charity. - $U.UN $SRUUF 🚀"
X Link 2022-09-13T19:09Z [----] followers, [--] engagements
"Boom Someone needs #uranium for short term delivery and they want to buy it before #SPUT does. $U.UN $SRUUF $URNM $URA Spot #uranium 5100/5250 USc/Lb #U3O8 (Delivery at ALL Chg +50c +0.97%) ALL = CVD 0c/Lb ALL = CMX 0c/Lb See https://t.co/oK6SEbGF1L Spot #uranium 5100/5250 USc/Lb #U3O8 (Delivery at ALL Chg +50c +0.97%) ALL = CVD 0c/Lb ALL = CMX 0c/Lb See https://t.co/oK6SEbGF1L"
X Link 2022-10-19T17:00Z [----] followers, [--] engagements
"4 important points regarding Global Atomic $GLO: 1) GLO will produce 4.5Mlb/y starting end2024 but they build their #uranium mine in such a way that they will be able to double production if customers pay the right price (= potential significant FCF increase) (1/4) $URNM"
X Link 2022-11-30T14:49Z [----] followers, [---] engagements
"Put into perspective:Impact shift from underfeeding to overfeeding is [--] times that big as impact Cigar Lake mine flood in 2006👇 +Bonus 1: add 10Mlb/y demand due to many U-turns in 2H2022 +Bonus 2: [--] to 5Mlb #uranium prod loss in [----] in Kazakhstan $YCA $U.UN $SRUUF $URNM $URA"
X Link 2023-01-31T13:05Z [----] followers, [----] engagements
"259980lb instead of 300000lb. Thats the second time this month #SPUT was scraping the bottom of the barrel Not much #uranium available through spotmarket at todays low uranium prices. Like Per Lander said in November👇 $U.UN $YCA $URNM $URA $PDN $PEN $LOT $DYL #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised $48.7m in cash Lock & load https://t.co/KaXuuptQcZ #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised"
X Link 2023-02-01T00:29Z [----] followers, 25.5K engagements
"Guys you are missing something much bigger than the fact that 67.3Mlb #uranium over 2024-2036 is indeed huge For all the doubters about overfeeding actually happening (+ add licence extensions in future) look at my comparison👇 Its🤯 $U.UN $YCA $URNM $URA $GCL 🚀 (1/3) Boom🎆 Cameco $CCO $CCJ & Energoatom Agree on Commercial Terms to Supply #Ukraines Full Natural UF6 #Uranium Needs through [----] in a 12-year deal of up to 67+ Million lbs #U3O8🐳 largest contract in Cameco's history📜🤠🐂 #mining #Nuclear #Canada 🌊🏄 https://t.co/tOjg13Vd1m https://t.co/QOgyPF8Rjz Boom🎆 Cameco $CCO $CCJ &"
X Link 2023-02-09T14:21Z [----] followers, 31.5K engagements
"Sometimes people ask me if Im not afraid for my positions in the #uranium sector if a nuclear war would happen. My answer: No because with a nuclear war I would be dead. And when Im dead I dont care about the valuation of my portfolio anymore. Cheers"
X Link 2023-03-02T15:47Z [----] followers, [----] engagements
"@uraniuminsider Its true Not driven by SPUT anymorebut by pivotal point in dynamic between annual structural deficit &stockpiles from2011-2017 Close to pivotal point of significant uranium price discovery SPUT is only bonus now Let all utilities flex-up their existing supply contracts😉"
X Link 2023-08-13T21:52Z [----] followers, 11.3K engagements
"I spend 1.5day preparing detailed overview about👇 starting with productionloss of japanese consumption from 2011/2013 till end2022 & structural deficit since early2018 Conclusion: We are close to pivotal point of significant #uranium price discovery Will post in coming days @uraniuminsider Its true Not driven by SPUT anymorebut by pivotal point in dynamic between annual structural deficit &stockpiles from2011-2017 Close to pivotal point of significant uranium price discovery SPUT is only bonus now Let all utilities flex-up their existing supply contracts😉 @uraniuminsider Its true Not driven"
X Link 2023-08-14T12:22Z [----] followers, 10.2K engagements
"And it keeps going higher And the high season in the #uranium sector didnt even start yet $U.UN $YCA $URA $URNM $UROY EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did the same KHNP:We also CCJ/Orano/KAP:😬 Me:🥳 $U.UN $YCA $URA #commodities https://t.co/Zu2tSVj6iX EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did"
X Link 2023-08-31T11:54Z [----] followers, [----] engagements
"📣 After CCJ/KAP/Orano (big uranium producers) being short #uranium bc their clients ask more uranium than they produce Now Rosatom (parent of Uranium One) is also looking to buy uranium from others🤯🚀 All major producers are uranium buyers $U.UN $URA $URNM #commodities #Russia's #Nuclear reactor fuel maker & #Uranium procuring state-owned enterprise Rosatom💂 has apparently put out a #U3O8 market Request seeking to acquire more uranium🌎⚛⛏🛒 Doesn't get much more bullish than that🤠🐂 So much for talk of an oversupplied Eastern market.🏜 #Russia's #Nuclear reactor fuel maker & #Uranium"
X Link 2023-09-26T19:11Z [----] followers, [----] engagements
"Utility: Dear producers could you restart your (small) production to sell us your #uranium at 70USD/lb We cant find enough through spot. Producers: First we need 90USD/lb to make an acceptable profit labour & material cost went up 15% (1/2) $U.UN $YCA $URA #commodities Help $URG $EU $PEN $UUUU $UEC $GLO we utilities urgently need your #uranium Help $URG $EU $PEN $UUUU $UEC $GLO we utilities urgently need your #uranium"
X Link 2023-10-10T13:41Z [----] followers, 13.5K engagements
"So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for Phoenix (200M+55M)/340M = already 75% financed (1/2)"
X Link 2023-10-19T16:49Z [----] followers, 13.8K engagements
"Denison Mines $DNN $DML plays their 2.5Mlb physical #uranium stockpile very well 👏 So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for Phoenix (200M+55M)/340M = already 75% financed (1/2) https://t.co/DZuiTwpG0A So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for"
X Link 2023-10-23T17:46Z [----] followers, 26.3K engagements
"While: -CCJ/KAP fully booked until2027 -Orano has issues -GLO:possible [--] to [--] month prod delay (from early2025 to possibly early2026) -URG:possible prod delays -PEN delayed prod until end2024 & is already well booked by&utilities -You arent the only [--] looking for #uranium Little Birdie 🐦 whispered to me that there is a large US utility looking to lock in millions of pounds of #uranium beginning [----]. Oh boy.Oh Boy https://t.co/3e8hVmB4yP Little Birdie 🐦 whispered to me that there is a large US utility looking to lock in millions of pounds of #uranium beginning [----]. Oh boy.Oh Boy"
X Link 2023-10-24T23:28Z [----] followers, 13.3K engagements
"People: Look Energy Fuels $UUUU sold 180k lb #uranium at 58.18USD/lb so they can mine uranium profitably at 58USD/lb Me: NO look better. They need much higher uranium sell price than 58USD/lb to mine uranium profitably. Today they dont mine uranium (1/4) $URNM $URA Energy Fuels Announces Q3-2023 Results Including Net Income Continued Significant Increase in Working Capital Profitable Uranium Sales and Continued Progress on Development of Uranium Mines and Rare Earth Separation Capabilities $EFR.TO $UUUU https://t.co/vlpPCT75yg Energy Fuels Announces Q3-2023 Results Including Net Income"
X Link 2023-11-04T09:18Z [----] followers, 29.2K engagements
"Global primary deficit in2018-2022utilities/UxC:We are fine Global primary deficit in 2H2023utilities/UxC:Houstonwe have problem Difference The commercial available #uranium stockpile created in2011-2017that filled the gap in2018-2022now depleted #commodities (1/2)"
X Link 2023-11-18T13:12Z [----] followers, 30.9K engagements
"In [----] Western utilities will beg for the #uranium stockpile of $DNN (2.3Mlb) $UROY (1.5Mlb) $UEC (1Mlb available in2024) Those [--] companies + few small producers adding uranium prod in [----] will be able to sell at very high price $EU 200klb vs 1.3Mlb (0.8+0.5) in 2024"
X Link 2023-12-15T18:35Z [----] followers, 15K engagements
"Yes yes #uranium restocking by utilities out of fear to not be able to secure enough uranium in coming months and years is coming in full force while uranium demand is price inelastic. (1/2) $U.UN $YCA $URA $URNM $URNJ [----] seconds with everyone's favorite Utwit @MalcolmRaw99915. https://t.co/RKRY4qG1oT I wish I could sum it up in here but I just can't. Guess you'll have to watch the whole thing. Here's a teaser tho: https://t.co/wUFO2laeaz [----] seconds with everyone's favorite Utwit @MalcolmRaw99915. https://t.co/RKRY4qG1oT I wish I could sum it up in here but I just can't. Guess you'll have"
X Link 2023-12-28T23:15Z [----] followers, 16.8K engagements
"$U.UN only bought 100000lb of #uranium today Like Mike Alkin confirmed a good month ago: There isnt any uranium available maybe a couple 100000lb for delivery in April thats all. Me: The secondary supply that was used to compensate the annual deficit is now depleted. 💥Today @Sprott Physical #Uranium Trust🏦issued 2.34M shares to raise US$56M🔥🏧💵 AND stacked [------] lbs #U3O8🛒😲 as its NAV soared +$557M to new all-time high of US$6.6B💰🎇🤯 #SPUT holds $63M🪙 closing at a -6.16% Discount to NAV😋🤠🐂 #Nuclear🌊🏄 https://t.co/VJuEVxGdWA https://t.co/ZffORxXha5 💥Today @Sprott Physical"
X Link 2024-01-13T00:18Z [----] followers, 17.4K engagements
"Owner of bit of uranium: On second thought Im not going to sell my #uranium at todays uranium price. Other utilities will offer me much more dollars per pound for my uranium in the near future because uranium demand is price inelastic Good luck utilities $U.UN $URA $URNM"
X Link 2024-02-01T17:56Z [----] followers, [----] engagements
"A very stupid comparison. Why 1) #uranium demand is Price INelastic while #lithium is price elastic 2) NO alternative for an existing ☢ reactor with [--] year lifetime. It only can use different forms all originating from U3O8. Lithium has several alternatives for batteries"
X Link 2024-02-04T00:49Z [----] followers, [----] engagements
"Did #uranium sector solve the 40Mlb deficit today NO Will they 12months from now NO technically (ISR prod [----] is based on input of product in wells [--] - [--] months earlier) & mathematically (not enough near term prod in pipeline +Z (Next tweets)) impossible (1/3) $URA Note:175Mlb is NOT total #uranium (U3O8) demand2024its actually much higher 175Mlb is the estimated total U3O8 consumption2024 (without 1st reactor cores) Total U3O8 demand=Total U3O8 consumption+strategic U3O8 inventory build out+U3O8 restocking by utilities (4/4) $U.UN https://t.co/oTHPErLsSU Note:175Mlb is NOT total #uranium"
X Link 2024-02-13T15:50Z [----] followers, 27K engagements
"Each time the sector goes investors start to doubt 🛑looking at daily share price fluctuations. Look at sectorial facts Did CCJ/KAP/Orano previously estimated #uranium production for2024 Nothey it Did GLOBAL commercial available uranium inventory in2023 (1/10) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary"
X Link 2024-02-23T00:59Z [----] followers, 24.8K engagements
"I dont know if #uranium investors realize thisbut the fin market today (SPUTsoon followed by non-utilities & producers short uranium) is creating a beautiful runway for a big leg up in upcoming high season (buying byutilities with new budgetsbigger than previous budgets) #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash https://t.co/rXIKBLDjyl #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash"
X Link 2024-05-21T15:11Z [----] followers, 16.7K engagements
"1) Next week new #uranium purchase budgets of US utilities will be released With all latest announcements (big prod cuts uranium supply warnings Putins threat UxC confirms Inventory X now depleted) those budgets will be significantly bigger than previous ones imo 1/2"
X Link 2024-09-23T15:15Z [----] followers, 24.5K engagements
"A lot of work is being done imo to keep #SPUT share price under NAV I expect that stakeholders that are short #uranium & need to find uranium elsewhere are trying to keep it downbc once SPUT starts buying uranium againthey will be in an even more serious supply problem Soon"
X Link 2024-09-23T19:20Z [----] followers, [----] engagements
"For those waiting on the sideline $GLO 🥳 60% bank financing about to be approved in October2024 40% = 197M USD of which already 120M USD has been invested = 77M USD remains to be financed And now comes the fun part (see next post) 1/3 #uranium https://globalatomiccorp.com/investors/news/news-details/2024/Global-Atomic-Provides-Update-on-the-Dasa-Project/default.aspx https://globalatomiccorp.com/investors/news/news-details/2024/Global-Atomic-Provides-Update-on-the-Dasa-Project/default.aspx"
X Link 2024-10-03T23:35Z [----] followers, 10K engagements
"Growing #uranium supply deficit gets bigger & bigger: 1) Dasa delayed till early2026 2) Phoenix delayed till [----] 3) LOT delayed till early2026 4) PEN delayed till end2024 5) big cuts in prod for [--------] & beyond 6) URG& PDN producing less in2024 7) more☢ restarts 8) now👇 Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. https://t.co/vgut1QxTJb Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. https://t.co/vgut1QxTJb"
X Link 2024-10-07T08:30Z [----] followers, 20.7K engagements
"I just bought physical #uranium at a price of 75USD/lb $U.UN [--] - [---] = 33% [--] - [---] = 60% [--] - [---] = No mining related risks here"
X Link 2024-10-30T19:56Z [----] followers, [----] engagements
"There goes the false hope of utilities intermediaries & producers short in #uranium that $U.UN would sell a couple 100k lbs uranium to them to pay for the uranium storage🥳 Fyi: 25.55M USD would only have represented 365k lbs at [--] USD/lb Private placement almost same as ATM Sprott Physical Uranium Trust Raises US$25.55 Million Through Non-Brokered Private Placement $SIL $U.UN #uranium #nuclearenergy https://t.co/59EjVV6D8P Sprott Physical Uranium Trust Raises US$25.55 Million Through Non-Brokered Private Placement $SIL $U.UN #uranium #nuclearenergy https://t.co/59EjVV6D8P"
X Link 2025-05-12T11:43Z [----] followers, [----] engagements
"Surprise So many producers & intermediaries are short #uranium so they have to buy uranium from elsewhere to be able to honor their supply contracts towards utilities And now that SPUT proved that no uranium held by them will be sold producers & intermediaries go to spot Ask #uranium now at $73. Reported by @UraniumMarkets https://t.co/NhBXiTFx03 Ask #uranium now at $73. Reported by @UraniumMarkets https://t.co/NhBXiTFx03"
X Link 2025-05-13T14:49Z [----] followers, [----] engagements
"And SPUT (U.UN) will remain above NAV for the entire day The cash inflows are massive much more to come We are probably witnessing one of the biggest ATM cash inflows since the start of SPUT (after takeover of Uranium Participation in 2021) #uranium And there is it. SPUT volume today reaches its [--] month daily average in just [--] minutes. $U.UN #uranium And there is it. SPUT volume today reaches its [--] month daily average in just [--] minutes. $U.UN #uranium"
X Link 2025-06-16T14:11Z [----] followers, [----] engagements
"#Uranium supply sector is taken by surprise. Its that simple The utilities as global group are too late. They just dont know it yetbc they only look at their own needs accelerating☢reactor 🏗 restarting reactors & aiming to🏗 new ones extends+restarts reactors 1/n #EU has a policy of keeping a 3-year supply of #Uranium on hand for each of its reactors but a new draft plan to mitigate wartime supply risks is recommending that member states begin stockpiling larger quantities of #Nuclear fuel in case war breaks out across #Europe.🏰⚛🛒🤠🐂 https://t.co/nHKI1wQJjR #EU has a policy of keeping a"
X Link 2025-07-07T10:43Z [----] followers, 18.3K engagements
"Updated overview Forsys Metals $FSY 1) advanced #uranium deposit (DFS 2015) only 25km from Rossing (low grade)40km from Husab (low grade) =Perfect takeover for CGN/CNNC CGN took Husab over when DFS completed 2) Debt free 3) Lot of drills in2025 (ongoing) = update MRE 1/3"
X Link 2025-09-16T16:53Z [----] followers, [----] engagements
"01/04/2025 vs 23/09/2025 $FSY 0.69% vs 0.33%=Need to buy 15.5M sh vs average daily volume 210k sh 15.5/0.21=73.81x Traded volumes were not high last days 288k 270k 236k 139k No significant buying until now = much buying needed in coming days to reach 0.69% #uranium"
X Link 2025-09-24T13:37Z [----] followers, [----] engagements
"And there we go #SPUT again trading above NAV now #uranium"
X Link 2025-09-24T14:24Z [----] followers, [----] engagements
"So SPUT raising again on Monday Starting with premium to NAV on Monday + URNM rebalancing Rule: 17.5% allocated to entities that hold physical #uranium uranium royalties or other non-mining assets 01/04/2025 vs 26/09/2025 #SPUT : 13.47% vs 10.26% (Coming days:- 12.75%) #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash https://t.co/hlrw6Je1rK #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash"
X Link 2025-09-27T16:39Z [----] followers, 11.6K engagements
"#SPUT is again trading above NAV today and raising money to buy more #uranium in the spotmarket"
X Link 2025-09-29T14:12Z [----] followers, [----] engagements
"Updated overview Forsys Metals $FSY 1) advanced #uranium deposit (DFS 2015) only 25km from Rossing (low grade)40km from Husab (low grade) =Perfect takeover for CGN/CNNC (CGN took Husab over when DFS completed) 2) Debt free 3) Add drills in2025 4) FSY held by ETFs (1/3)"
X Link 2025-05-29T13:25Z [----] followers, [----] engagements
"SPUT didnt buy a single lb of uranium yesterday. This are others frontrunning SPUT bc they know once SPUT starts buying with that amount of money [--] USD/lb will be of the past SPUT will start buying on Friday = Lot more #uranium spotbuying coming in coming days 🐳A giant US$200M wave of 'bought deal' cash flowing into @Sprott Physical #Uranium Trust💵🌊drove the price of Spot #U3O8 far higher today with #Nuclear fuel brokers @EvoMarkets UP +$5.50 to $75/lb with both UK @Numerco & US @UraniumMarkets UP +$4.75 to $74.50💲⚛⛏🚀🤠🐂🏄 https://t.co/oDtu5jP309 🐳A giant US$200M wave of 'bought deal'"
X Link 2025-06-17T13:33Z [----] followers, 11.8K engagements
"Kaboom #uranium Boom💥 The Spot #Uranium U-train🚆 is morphing into a #Nuclear rocket today🔥🚀 with fuel brokers @Numerco now reporting another huge +$2.00 spike to $83.00/lb #U3O8 with sellers asking a minimum of $84.00🎆😲 as a #UraniumSqueeze takes hold.🗜🤠🐂 #RideTheNuclearWave 🌊🏄 https://t.co/wv0aDynWFF Boom💥 The Spot #Uranium U-train🚆 is morphing into a #Nuclear rocket today🔥🚀 with fuel brokers @Numerco now reporting another huge +$2.00 spike to $83.00/lb #U3O8 with sellers asking a minimum of $84.00🎆😲 as a #UraniumSqueeze takes hold.🗜🤠🐂 #RideTheNuclearWave 🌊🏄"
X Link 2025-09-24T18:25Z [----] followers, [----] engagements
"Discount to NAV of $MGA has increased significantly last [--] trading days #uranium"
X Link 2025-12-01T16:06Z [----] followers, [----] engagements
"#uranium spotmarket is very small market bc most of uranium deliveries go through LT contracts Today utilities signing LT contracts with deliveries starting in [----] & beyond. Spotmarket for utilities & enrichers is mainly for adjustments in U3O8 needs (1/8) $YCA $FTSE $U.UN"
X Link 2023-01-10T11:52Z [----] followers, 78.6K engagements
"Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6)"
X Link 2023-08-23T12:28Z [----] followers, 108.5K engagements
"So let me get that straight: the uranium spot buying vs spot selling in [----] (4 pages/4 pictures) Well ok than. #Uranium price $U.UN $U.U $SRUUF $YCA 🚀 (1/2) $URA $URNM $HURA $GCL #commodities"
X Link 2023-02-07T14:52Z [----] followers, 164.2K engagements
"Hi A new long post The shift from underfeeding to overfeeding in [----] = almost 3x bigger than Cigar Lake mine floods in [----] + Kazakhstan + China (in 2tweets) = its inevitable the #uranium price is going much higher in near futur = $U.UN $YCA $URNM $URA 🚀 Part1 (1/2)"
X Link 2022-09-08T13:36Z [----] followers, [---] engagements
"The #uranium spotmarket jumped by more than 2USD/lb today on a purchase of only 100000lb So tight so tight 😉 Help $PDN $EU $URG $PEN $LOT $GLO Help Your pounds are urgently needed. #commodities #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.18% premium to NAV 100k pounds purchased 825.1k trusts issued = $14.2m raised $59.7m in cash Lock & Load https://t.co/j5jJtyB1vv #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.18% premium to NAV 100k pounds purchased 825.1k trusts issued = $14.2m raised $59.7m in cash Lock & Load https://t.co/j5jJtyB1vv"
X Link 2023-09-22T23:13Z [----] followers, 32.8K engagements
"#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.18% premium to NAV 100k pounds purchased 825.1k trusts issued = $14.2m raised $59.7m in cash Lock & Load"
X Link 2023-09-22T22:59Z [----] followers, 87.5K engagements
"Cameco just now: Panic hitting enrichment right now & But the impact of this on UF6 and U3O8 has still to come 😉 #uranium $U.UN $YCA"
X Link 2022-05-05T12:42Z [----] followers, [---] engagements
"Hi everyone Here is why I will not be surprised to see #U3O8 spotprice reaching 80$/lb in [----] (& much higher price in 2023/2024). Im buying physical #uranium (SPUT & Yellow Cake) at a discount & will let this play out. $URNM $HURA $URA Converdyn aims restart in [----] (1/2)"
X Link 2022-04-24T12:38Z [----] followers, [---] engagements
"$YCA just announced a capital raise to buy [----] million lbs of #uranium from KAP 🥳 SPUT bought [-------] lbs the last [--] trading days Thats 3M lbs purchased in total last [--] trading days Note: KAP suggested their [----] production would be 8M lbs lower than previously expected Breaking💥 As anticipated #UK Physical #Uranium fund Yellow Cake plc $YCA in London has initiated a raise of US$125M to purchase 1.33M lbs #U3O8 ⚛⛏🛒exercising its [----] purchase option with Kazatomprom $KAP at $75.08/lb a 7.1% discount to Spot at $80.80🤠🐂 https://t.co/TPH2IPNQWy Breaking💥 As anticipated #UK Physical"
X Link 2025-09-24T07:40Z [----] followers, 10K engagements
"Breaking💥 As anticipated #UK Physical #Uranium fund Yellow Cake plc $YCA in London has initiated a raise of US$125M to purchase 1.33M lbs #U3O8 ⚛⛏🛒exercising its [----] purchase option with Kazatomprom $KAP at $75.08/lb a 7.1% discount to Spot at $80.80🤠🐂 https://www.londonstockexchange.com/news-article/YCA/proposed-uranium-purchase-and-new-share-placing/17245633 https://www.londonstockexchange.com/news-article/YCA/proposed-uranium-purchase-and-new-share-placing/17245633"
X Link 2025-09-24T07:08Z 96.5K followers, 66K engagements
"Hi everyone I made a long post trying to explain with a fictive example how SPUT is significantly impact the term market by purchasing #uranium from carrytraders today which will increase #U3O8 demand in the term market from those carrytraders. https://www.reddit.com/r/UraniumSqueeze/comments/s40sn5/spot_market_with_sput_sput_is_tightening_the_term/ https://www.reddit.com/r/UraniumSqueeze/comments/s40sn5/spot_market_with_sput_sput_is_tightening_the_term/"
X Link 2022-01-14T21:54Z [----] followers, [---] engagements
"Hi everyone Most of the #uranium investors dont get the real impact of operational license extensions. The real impact is underestimated by most #U3O8 investors. Here is an explanation on the real impact of it: $URNM $URA $HURA $U.UN #SPUT https://www.reddit.com/user/Napalm-1/submitted/sort=new https://www.reddit.com/user/Napalm-1/submitted/sort=new"
X Link 2022-03-19T13:48Z [----] followers, [---] engagements
"Mega raise 95M USD of the 117M USD cash at their disposal to buy lbs 95M USD to buy uranium [--] USD/lb = 1.2M lbs And Monday #SPUT will open well above NAV I very rarely use it but this time its justified Soon #uranium spotprice 🚀 and $URNM $URA $URNJ will follow #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash https://t.co/iguwmugPHL #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash"
X Link 2025-09-19T23:19Z [----] followers, [----] engagements
"#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy 2.82% premium to NAV 450k lbs gobbled 3688k trusts issued = $71.6m raised $117m in cash"
X Link 2025-09-19T23:07Z [----] followers, 149.8K engagements
"This is magnificent. By raising money without buying #uranium U3O8 #SPUT is actually creating a floor 64.50USD/lb 15.69M USD raised at 63USD/lb = 250k lb 8.24M USD at 65USD/lb = 127k lb 9.27M USD at 65.5USD/lb = 141k lb While (1/3) $URA $URNM $URNJ $U.UN #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.24% premium to NAV No pounds purchased 571.9k trusts issued = $9.4m raised $43.4m in cash https://t.co/5eQTZWlh11 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.24% premium to NAV No pounds purchased 571.9k trusts issued = $9.4m raised $43.4m in cash"
X Link 2023-09-18T18:09Z [----] followers, 67.7K engagements
"#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.24% premium to NAV No pounds purchased 571.9k trusts issued = $9.4m raised $43.4m in cash"
X Link 2023-09-15T23:00Z [----] followers, 55.8K engagements
"Just 400000lb pushing uranium spotprice from [----] to [-----] USD/lb in [--] day 🙂 And SPUT is raising [---] million USD that will give them a buying power equivalent to 2600000lb #uranium at [--] USD/lb or [---] Mlb at [--] USD/lb or [----] Mlb at [--] USD/lb Starting Friday $U.UN $YCA Spot market yesterday https://t.co/OXwFMgSFAG https://t.co/uybmZdMfQD Spot market yesterday https://t.co/OXwFMgSFAG https://t.co/uybmZdMfQD"
X Link 2025-06-17T21:46Z [----] followers, 14.8K engagements
"Spot market yesterday https://www.profinance.ru/news/2025/06/17/cgal-tsena-urana-podskochila-na-9-do-maksimuma-2025-goda.html https://www.profinance.ru/news/2025/06/17/cgal-tsena-urana-podskochila-na-9-do-maksimuma-2025-goda.html"
X Link 2025-06-17T14:17Z [----] followers, 21.1K engagements
"@Alshap @Schwarzenegger You are missing the point. Arnold tried to explain how many soldiers and people are manipulated by desinformation like his father was during WWII"
X Link 2022-03-17T22:10Z [----] followers, [---] engagements
"$U.UN only bought 100000lb of #uranium today Like Mike Alkin confirmed a good month ago: There isnt any uranium available maybe a couple 100000lb for delivery in April thats all. Me: The secondary supply that was used to compensate the annual deficit is now depleted. 💥Today @Sprott Physical #Uranium Trust🏦issued 2.34M shares to raise US$56M🔥🏧💵 AND stacked [------] lbs #U3O8🛒😲 as its NAV soared +$557M to new all-time high of US$6.6B💰🎇🤯 #SPUT holds $63M🪙 closing at a -6.16% Discount to NAV😋🤠🐂 #Nuclear🌊🏄 https://t.co/VJuEVxGdWA https://t.co/ZffORxXha5 💥Today @Sprott Physical"
X Link 2024-01-13T00:18Z [----] followers, 17.4K engagements
"💥Today @Sprott Physical #Uranium Trust🏦issued 2.34M shares to raise US$56M🔥🏧💵 AND stacked [------] lbs #U3O8🛒😲 as its NAV soared +$557M to new all-time high of US$6.6B💰🎇🤯 #SPUT holds $63M🪙 closing at a -6.16% Discount to NAV😋🤠🐂 #Nuclear🌊🏄 https://sprott.com/investment-strategies/physical-commodity-funds/uranium/# https://sprott.com/investment-strategies/physical-commodity-funds/uranium/#"
X Link 2024-01-13T00:10Z 96.5K followers, 39.9K engagements
"Hi everyone A detailed overview of Global Atomic - Global Atomic ( $GLO $GLATF ) is my Paladin of this contracting cycle $URNM $URA #uranium Note: I will try to post this with an attachment too https://www.reddit.com/r/UraniumSqueeze/comments/wrfxws/a_detailed_overview_of_global_atomic_global/ https://www.reddit.com/r/UraniumSqueeze/comments/wrfxws/a_detailed_overview_of_global_atomic_global/"
X Link 2022-08-18T15:44Z [----] followers, [---] engagements
"1) Next week new #uranium purchase budgets of US utilities will be released With all latest announcements (big prod cuts uranium supply warnings Putins threat UxC confirms Inventory X now depleted) those budgets will be significantly bigger than previous ones imo 1/2"
X Link 2024-09-23T15:15Z [----] followers, 24.5K engagements
"And up up she goes Simple math: Total amount uranium needed for short term delivery total amount uranium available for short term delivery while uranium demand is price inelastic 80+ USD/lb #uranium price incoming $URA $URNM $U.UN $UROY #commodities"
X Link 2023-10-20T18:07Z [----] followers, 32.8K engagements
"I dont know if #uranium investors realize thisbut the fin market today (SPUTsoon followed by non-utilities & producers short uranium) is creating a beautiful runway for a big leg up in upcoming high season (buying byutilities with new budgetsbigger than previous budgets) #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash https://t.co/rXIKBLDjyl #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash"
X Link 2024-05-21T15:11Z [----] followers, 16.7K engagements
"#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.03% premium to NAV 200k lbs gobbled 1280k trusts issued = $28.8m raised $35.5m in cash"
X Link 2024-05-17T22:59Z [----] followers, 45K engagements
"Growing #uranium supply deficit gets bigger & bigger: 1) Dasa delayed till early2026 2) Phoenix delayed till [----] 3) LOT delayed till early2026 4) PEN delayed till end2024 5) big cuts in prod for [--------] & beyond 6) URG& PDN producing less in2024 7) more☢ restarts 8) now👇 Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. https://t.co/vgut1QxTJb Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. https://t.co/vgut1QxTJb"
X Link 2024-10-07T08:30Z [----] followers, 20.7K engagements
"Oranos Zuuvch Ovoo 7M lb/yr #uranium mine delayed from [----] to at least [----]. A long-delayed multi-billion dollar uranium project in Mongolia under development by French state-controlled miner Orano could start producing the nuclear fuel by [----] https://t.co/aHcM0NLnvu A long-delayed multi-billion dollar uranium project in Mongolia under development by French state-controlled miner Orano could start producing the nuclear fuel by [----] https://t.co/aHcM0NLnvu"
X Link 2024-10-07T03:56Z [----] followers, 40K engagements
"John @Sprott: We have had conversations with over [---] institutions in 2months.Many of them are generalist funds looking for new ideas. vs total market cap of entire #uranium sector only [--] (or 50) billion USD😉 While the situation became so precarious that👇 $URA $U.UN 🚀 A good clear and telling conversation with John. Uranium is about to light up. A good clear and telling conversation with John. Uranium is about to light up"
X Link 2023-10-27T13:16Z [----] followers, 20.1K engagements
"A good clear and telling conversation with John. Uranium is about to light up. John @Sprott: We have had conversations with over [---] institutions in the last month. Many of them are generalist funds looking for new ideas not only the specialist funds. We are educating these newcomers to the #uranium sector. https://t.co/BfkIFkdfAW John @Sprott: We have had conversations with over [---] institutions in the last month. Many of them are generalist funds looking for new ideas not only the specialist funds. We are educating these newcomers to the #uranium sector. https://t.co/BfkIFkdfAW"
X Link 2023-10-27T09:14Z 114.4K followers, 25.8K engagements
"SPUT didnt buy a single lb of uranium yesterday. This are others frontrunning SPUT bc they know once SPUT starts buying with that amount of money [--] USD/lb will be of the past SPUT will start buying on Friday = Lot more #uranium spotbuying coming in coming days 🐳A giant US$200M wave of 'bought deal' cash flowing into @Sprott Physical #Uranium Trust💵🌊drove the price of Spot #U3O8 far higher today with #Nuclear fuel brokers @EvoMarkets UP +$5.50 to $75/lb with both UK @Numerco & US @UraniumMarkets UP +$4.75 to $74.50💲⚛⛏🚀🤠🐂🏄 https://t.co/oDtu5jP309 🐳A giant US$200M wave of 'bought deal'"
X Link 2025-06-17T13:33Z [----] followers, 11.8K engagements
"🐳A giant US$200M wave of 'bought deal' cash flowing into @Sprott Physical #Uranium Trust💵🌊drove the price of Spot #U3O8 far higher today with #Nuclear fuel brokers @EvoMarkets UP +$5.50 to $75/lb with both UK @Numerco & US @UraniumMarkets UP +$4.75 to $74.50💲⚛⛏🚀🤠🐂🏄"
X Link 2025-06-16T20:57Z 96.5K followers, 16.2K engagements
"Translated: $UUUU will in total supply 300klb to the market in2024 & stockpile #uranium ore from [--] mines (total 1.2Mlb/y by end2024) to be ramped up in2024 for mill processing starting in2025 With underfeeding gone1 1000Mwe reactor consumes 500klb/y https://www.energyfuels.com/2023-12-21-In-Response-to-Surging-Prices-Supportive-Government-Policies-and-a-Domestic-Focus-on-Security-of-Supply-Energy-Fuels-Has-Commenced-Production-at-Three-of-its-U-S-Uranium-Mines"
X Link 2023-12-21T13:39Z [----] followers, [----] engagements
"After 12days of work I finally finished my long report (31 pages) about the pivotal moment between the annual primary supply deficit & the decreasing #uranium stockpiles of the past (they are gone btw) The conclusion is 🤯🥳 I will post it a 1st time tomorrow But first 😴"
X Link 2023-08-23T00:20Z [----] followers, [----] engagements
"Im preparing a detailed overview of Global Atomic ( $GLO $GLATF ) and it reconfirmes the fact that GLO share price is too cheap and significantly cheaper than less advanced developers at the moment. Here a small preview (lets compare oranges with oranges) #uranium $URNM"
X Link 2022-08-17T13:37Z [----] followers, [---] engagements
"#uranium 😉"
X Link 2024-01-17T15:53Z [----] followers, [----] engagements
"The two largest producers are sold out until 2027; some utilities are thought to be short for [----] [--] largest producers: $KAP (23% of 🌎production) $CCJ (12%) = 35% sold out until [----] Orano (11%) has problems to get their #uranium out of &while (1/3) $U.UN $URA UxC President Jonathan Hinze spoke to @TheEconomist about the recent rise in #uranium prices and incentive prices for new uranium mines to support the growth of #nuclearpower. https://t.co/wTrPdh726Q UxC President Jonathan Hinze spoke to @TheEconomist about the recent rise in #uranium prices and incentive prices for new uranium mines"
X Link 2023-09-21T13:47Z [----] followers, 35.3K engagements
"UxC President Jonathan Hinze spoke to @TheEconomist about the recent rise in #uranium prices and incentive prices for new uranium mines to support the growth of #nuclearpower. https://www.economist.com/finance-and-economics/2023/09/21/why-uranium-prices-are-soaring https://www.economist.com/finance-and-economics/2023/09/21/why-uranium-prices-are-soaring"
X Link 2023-09-21T12:06Z [----] followers, 54.6K engagements
"Thank you guys. I just added to my $DNN and $U.UN position. #uranium"
X Link 2022-04-21T16:34Z [----] followers, [---] engagements
"Did #uranium sector solve the 40Mlb deficit today NO Will they 12months from now NO technically (ISR prod [----] is based on input of product in wells [--] - [--] months earlier) & mathematically (not enough near term prod in pipeline +Z (Next tweets)) impossible (1/3) $URA Note:175Mlb is NOT total #uranium (U3O8) demand2024its actually much higher 175Mlb is the estimated total U3O8 consumption2024 (without 1st reactor cores) Total U3O8 demand=Total U3O8 consumption+strategic U3O8 inventory build out+U3O8 restocking by utilities (4/4) $U.UN https://t.co/oTHPErLsSU Note:175Mlb is NOT total #uranium"
X Link 2024-02-13T15:50Z [----] followers, 27K engagements
"Note:175Mlb is NOT total #uranium (U3O8) demand2024its actually much higher 175Mlb is the estimated total U3O8 consumption2024 (without 1st reactor cores) Total U3O8 demand=Total U3O8 consumption+strategic U3O8 inventory build out+U3O8 restocking by utilities (4/4) $U.UN"
X Link 2024-02-01T14:50Z [----] followers, 26.8K engagements
"#SPUT is again trading above NAV today and raising money to buy more #uranium in the spotmarket"
X Link 2025-09-29T14:12Z [----] followers, [----] engagements
"259980lb instead of 300000lb. Thats the second time this month #SPUT was scraping the bottom of the barrel Not much #uranium available through spotmarket at todays low uranium prices. Like Per Lander said in November👇 $U.UN $YCA $URNM $URA $PDN $PEN $LOT $DYL #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised $48.7m in cash Lock & load https://t.co/KaXuuptQcZ #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised"
X Link 2023-02-01T00:29Z [----] followers, 25.5K engagements
"#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased 569.1k trusts issued = $7.3m raised $48.7m in cash Lock & load"
X Link 2023-01-31T23:59Z [----] followers, 179.8K engagements
"Against a) U3O8 deficit (excl bcd): 38Mlb in2024.Also huge deficit after b) Restocking: 20% of 175Mlb/y =35Mlb New demand from licence extensions (c) & fin players & new U3O8 funds (d) BIG difference between 2018-2022 & today👇 100+ USD/lb #uranium coming (5/5) $U.UN Global primary deficit in2018-2022utilities/UxC:We are fine Global primary deficit in 2H2023utilities/UxC:Houstonwe have problem Difference The commercial available #uranium stockpile created in2011-2017that filled the gap in2018-2022now depleted #commodities (1/2) https://t.co/gRJcr6t67b Global primary deficit"
X Link 2023-11-30T15:04Z [----] followers, 67.4K engagements
"Global primary deficit in2018-2022utilities/UxC:We are fine Global primary deficit in 2H2023utilities/UxC:Houstonwe have problem Difference The commercial available #uranium stockpile created in2011-2017that filled the gap in2018-2022now depleted #commodities (1/2)"
X Link 2023-11-18T13:12Z [----] followers, 30.9K engagements
"Total shorted vs average daily volume $PDN 41M shares shorted vs 2.6M shares traded daily $BOE 55M shares shorted vs 2.8M shares traded daily $DYL 95M shares shorted vs 5.4M shares traded daily $LOT 154M shares shorted vs 8.4M shares traded daily Short squeeze #uranium"
X Link 2024-10-15T02:52Z [----] followers, 28.1K engagements
"Guys you are missing something much bigger than the fact that 67.3Mlb #uranium over 2024-2036 is indeed huge For all the doubters about overfeeding actually happening (+ add licence extensions in future) look at my comparison👇 Its🤯 $U.UN $YCA $URNM $URA $GCL 🚀 (1/3) Boom🎆 Cameco $CCO $CCJ & Energoatom Agree on Commercial Terms to Supply #Ukraines Full Natural UF6 #Uranium Needs through [----] in a 12-year deal of up to 67+ Million lbs #U3O8🐳 largest contract in Cameco's history📜🤠🐂 #mining #Nuclear #Canada 🌊🏄 https://t.co/tOjg13Vd1m https://t.co/QOgyPF8Rjz Boom🎆 Cameco $CCO $CCJ &"
X Link 2023-02-09T14:21Z [----] followers, 31.5K engagements
"Boom🎆 Cameco $CCO $CCJ & Energoatom Agree on Commercial Terms to Supply #Ukraines Full Natural UF6 #Uranium Needs through [----] in a 12-year deal of up to 67+ Million lbs #U3O8🐳 largest contract in Cameco's history📜🤠🐂 #mining #Nuclear #Canada 🌊🏄 https://www.businesswire.com/news/home/20230208005962/en/Cameco-and-Energoatom-Agree-on-Commercial-Terms-to-Supply-Ukraine%E2%80%99s-Full-Natural-UF6-Needs-through-2035 https://www.businesswire.com/news/home/20230208005962/en/Cameco-and-Energoatom-Agree-on-Commercial-Terms-to-Supply-Ukraine%E2%80%99s-Full-Natural-UF6-Needs-through-2035"
X Link 2023-02-08T22:56Z 96.5K followers, 150.6K engagements
"1 memo to put above your🛌/💻: The secondary supply that was used to compensate🌎annual primary #uranium deficit in2018-2023 is now DEPLETED while uranium demand is price INELASTIC Now that primary deficit can only be solved by new production Good luck with that $U.UN 🚀 $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the"
X Link 2024-02-01T20:32Z [----] followers, 22.4K engagements
"$KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) 💥Kazatomprom $KAP had previously announced a [----] ramp-up in #Kazakhstan's #Uranium production by 4300tU (+11.2M lbs) from 21000tU to 25300tU which would have been -10% below the Subsoil Use Limit but have revised downward to just a +750tU (+1.95M lbs) increase from [----] - https://t.co/doPV2QP54k 💥Kazatomprom $KAP had"
X Link 2024-02-01T13:16Z [----] followers, 52.8K engagements
"Denison Mines $DNN $DML plays their 2.5Mlb physical #uranium stockpile very well 👏 So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for Phoenix (200M+55M)/340M = already 75% financed (1/2) https://t.co/DZuiTwpG0A So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for"
X Link 2023-10-23T17:46Z [----] followers, 26.3K engagements
"So wait a minute $DNN 95% share in Phoenix =DNN share in Initial Capital Cost for Phoenix represents 340M USD (419.4M CAD +67.4M CAD) DNN [---] Mlb #uranium at 80USD/lb =200M USD (100USD/lb = 250M USD) 55M USD cash for Phoenix (200M+55M)/340M = already 75% financed (1/2)"
X Link 2023-10-19T16:49Z [----] followers, 13.8K engagements
"Fuel buyers are doing everything they can to avoid direct #uranium spot purchase bc they know that the spotmarket became so tight that a couple 100klb would push uranium spotprice significantly higher now 😉 U3O8 needs for ST delivery U3O8 available for ST delivery $U.UN 🚀 Breaking⚡🔨US #Nuclear fuel brokers '#Uranium Markets' have just issued an RFP on behalf of a non-US utility seeking [------] lbs of US and EU legal non-Russian #U3O8 for book transfer delivery to ConverDyn USA on [--] January [----] asking suppliers to quote a Fixed Price/lb🤠🐂 https://t.co/se7YTQE3Tf Breaking⚡🔨US #Nuclear"
X Link 2023-11-27T18:32Z [----] followers, 18.9K engagements
"Breaking⚡🔨US #Nuclear fuel brokers '#Uranium Markets' have just issued an RFP on behalf of a non-US utility seeking [------] lbs of US and EU legal non-Russian #U3O8 for book transfer delivery to ConverDyn USA on [--] January [----] asking suppliers to quote a Fixed Price/lb🤠🐂"
X Link 2023-11-27T17:42Z 96.5K followers, 186.3K engagements
"Owner of bit of uranium: On second thought Im not going to sell my #uranium at todays uranium price. Other utilities will offer me much more dollars per pound for my uranium in the near future because uranium demand is price inelastic Good luck utilities $U.UN $URA $URNM"
X Link 2024-02-01T17:56Z [----] followers, [----] engagements
"People: Look Energy Fuels $UUUU sold 180k lb #uranium at 58.18USD/lb so they can mine uranium profitably at 58USD/lb Me: NO look better. They need much higher uranium sell price than 58USD/lb to mine uranium profitably. Today they dont mine uranium (1/4) $URNM $URA Energy Fuels Announces Q3-2023 Results Including Net Income Continued Significant Increase in Working Capital Profitable Uranium Sales and Continued Progress on Development of Uranium Mines and Rare Earth Separation Capabilities $EFR.TO $UUUU https://t.co/vlpPCT75yg Energy Fuels Announces Q3-2023 Results Including Net Income"
X Link 2023-11-04T09:18Z [----] followers, 29.2K engagements
"Energy Fuels Announces Q3-2023 Results Including Net Income Continued Significant Increase in Working Capital Profitable Uranium Sales and Continued Progress on Development of Uranium Mines and Rare Earth Separation Capabilities $EFR.TO $UUUU https://www.juniorminingnetwork.com/junior-miner-news/press-releases/1010-tsx/efr/150687-energy-fuels-announces-q3-2023-results-including-net-income-continued-significant-increase-in-working-capital-profitable-uranium-sales-and-continued-progress-on-development-of-uranium-mines-and-rare-earth-separation-capabilities.html"
X Link 2023-11-03T23:14Z 35.8K followers, 34.9K engagements
"A conversation between Denison Mines & a US utility somewhere in the second semester of [----] based on the real figures (scenario) -- I will not be surprised to see an #uranium price reaching [--] USD/lb in [----] (and much higher #U3O8 prices in 2023/2024) (1/3) $URNM $HURA $URA"
X Link 2022-04-27T13:08Z [----] followers, [---] engagements
"There is no way out of it The upward pressure in #uranium spot market will continue for a long time Why Bc the secondary supply used to solve the primary deficit is depleted Now primary deficit can only be solved with big new uranium production Good luck with that (1/2) Where are we in terms of LT contracting compared to the previous #uranium cycle [----] was the first year of the previous cycle in which the annual consumption + inventory build-up by the uts (254Mlb in total) was contracted. It is worth noting and to give just one example Where are we in terms of LT contracting compared to the"
X Link 2024-02-15T15:04Z [----] followers, 15.9K engagements
"Where are we in terms of LT contracting compared to the previous #uranium cycle [----] was the first year of the previous cycle in which the annual consumption + inventory build-up by the uts (254Mlb in total) was contracted. It is worth noting and to give just one example"
X Link 2024-02-15T13:01Z [----] followers, 42.5K engagements
"While tourists are executing their 10-30% profit on #uranium etf positionsthe spotmarket is in situation of: The highest bidder will get remaining lbs of uranium others will be left without Ready for 80+ USD/lb in Q4 Bc the 2011-2017 stockpiles are gone $UROY $U.UN $URNM Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6) https://t.co/iI6Bm34MlV Hi everyone My detailed report (30 pages): An important"
X Link 2023-10-02T18:22Z [----] followers, [----] engagements
"Each time the sector goes investors start to doubt 🛑looking at daily share price fluctuations. Look at sectorial facts Did CCJ/KAP/Orano previously estimated #uranium production for2024 Nothey it Did GLOBAL commercial available uranium inventory in2023 (1/10) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary #uranium supply2024 by 9.3Mlb Thats a 6.5% of🌎production for2024 while: - there already was big🌎annual deficit - secondary supply used to compensate the primary deficit in2018-1H2023 is now depleted (1/3) $KAP & JV Partners (CCJ/Orano/Uranium1/CGN/) just the primary"
X Link 2024-02-23T00:59Z [----] followers, 24.8K engagements
"📣 After CCJ/KAP/Orano (big uranium producers) being short #uranium bc their clients ask more uranium than they produce Now Rosatom (parent of Uranium One) is also looking to buy uranium from others🤯🚀 All major producers are uranium buyers $U.UN $URA $URNM #commodities #Russia's #Nuclear reactor fuel maker & #Uranium procuring state-owned enterprise Rosatom💂 has apparently put out a #U3O8 market Request seeking to acquire more uranium🌎⚛⛏🛒 Doesn't get much more bullish than that🤠🐂 So much for talk of an oversupplied Eastern market.🏜 #Russia's #Nuclear reactor fuel maker & #Uranium"
X Link 2023-09-26T19:11Z [----] followers, [----] engagements
"#Russia's #Nuclear reactor fuel maker & #Uranium procuring state-owned enterprise Rosatom💂 has apparently put out a #U3O8 market Request seeking to acquire more uranium🌎⚛⛏🛒 Doesn't get much more bullish than that🤠🐂 So much for talk of an oversupplied Eastern market.🏜 @blindpig1966 @mbkrugby @quakes99 @UrTokenCorgi @PauloMacro Theres an RFP out from rostatom @blindpig1966 @mbkrugby @quakes99 @UrTokenCorgi @PauloMacro Theres an RFP out from rostatom"
X Link 2023-09-26T18:46Z 96.5K followers, 122.2K engagements
"A very stupid comparison. Why 1) #uranium demand is Price INelastic while #lithium is price elastic 2) NO alternative for an existing ☢ reactor with [--] year lifetime. It only can use different forms all originating from U3O8. Lithium has several alternatives for batteries"
X Link 2024-02-04T00:49Z [----] followers, [----] engagements
"A lot of work is being done imo to keep #SPUT share price under NAV I expect that stakeholders that are short #uranium & need to find uranium elsewhere are trying to keep it downbc once SPUT starts buying uranium againthey will be in an even more serious supply problem Soon"
X Link 2024-09-23T19:20Z [----] followers, [----] engagements
"For those waiting on the sideline $GLO 🥳 60% bank financing about to be approved in October2024 40% = 197M USD of which already 120M USD has been invested = 77M USD remains to be financed And now comes the fun part (see next post) 1/3 #uranium https://globalatomiccorp.com/investors/news/news-details/2024/Global-Atomic-Provides-Update-on-the-Dasa-Project/default.aspx https://globalatomiccorp.com/investors/news/news-details/2024/Global-Atomic-Provides-Update-on-the-Dasa-Project/default.aspx"
X Link 2024-10-03T23:35Z [----] followers, 10K engagements
"Spot now: The highest bidder will get remaining lbs of #uraniumothers will be left without & its getting worse for utilities (OranoU3O8 toCNNC📣more spotbuying by fin players) Ready for 80+USD/lb in Q4 Bc 2011-2017 stockpiles are gone👇 (1/3) $U.UN $URNM $URA Hi everyone My detailed report (30 pages): An important pivotal point has been reached. And the Uranium spotmarket is about to become much more tight See [--] pictures = [--] pages over a couple tweets. $U.UN $YCA $URA $URNM $HURA $GCL #uranium (1/6) https://t.co/iI6Bm34MlV Hi everyone My detailed report (30 pages): An important pivotal"
X Link 2023-10-14T07:12Z [----] followers, 27.1K engagements
"Who can partially help in2024/2025 with ADDITIONAL #uranium production - CCJ/KAP/Orano NOfuture production already fully booked. - Arrow & Triple R NOproduction start in [----] at earliest. - $PDN Yescouple 100k lb 2024/2025 production left to buy (1/3) $URNM $URA $U.UN Simple math: The #uranium spotsupply significantly for different reasons (a)while the needed uranium for short term delivery significantly (b) while not all uranium needs for 2024/2025 (reactor fueling 2026/2028) are covered todaywhile (1/7) $U.UN $URA #commodities https://t.co/BXgxH5G3gS Simple math: The #uranium spotsupply"
X Link 2023-11-30T13:15Z [----] followers, 27.5K engagements
"Simple math: The #uranium spotsupply significantly for different reasons (a)while the needed uranium for short term delivery significantly (b) while not all uranium needs for 2024/2025 (reactor fueling 2026/2028) are covered todaywhile (1/7) $U.UN $URA #commodities"
X Link 2023-11-29T16:39Z [----] followers, 28.7K engagements
"Not 300klb but 264078lb were bought today It seems that SPUT has reached the end of available #uranium lbs at [--] USD/lb But #SPUT still has 115M USD of their 138M USD cash at their disposal to buy more uranium + SPUT NAV after closing =More money will be raised tomorrow #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in cash https://t.co/L0ONJOBcO8 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in"
X Link 2025-09-23T00:56Z [----] followers, [----] engagements
"#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in cash"
X Link 2025-09-22T23:05Z [----] followers, 32.4K engagements
"In [----] Western utilities will beg for the #uranium stockpile of $DNN (2.3Mlb) $UROY (1.5Mlb) $UEC (1Mlb available in2024) Those [--] companies + few small producers adding uranium prod in [----] will be able to sell at very high price $EU 200klb vs 1.3Mlb (0.8+0.5) in 2024"
X Link 2023-12-15T18:35Z [----] followers, 15K engagements
"$PDN: Langer Heinrich & Kayelekera (Malawi) in February [----] (spot was 75USD/lb): share price back then represented 23.04USD/lb $DYL: Reptile (Tumas) & Mulga Rock today (#uranium spot is 71USD/lb: DYL 1.40AUD/sh represents only valuation of 1.56USD/lb (1/2) #ASX"
X Link 2023-10-20T01:50Z [----] followers, 12.3K engagements
"Step-by-step we are getting there Soon SPUT will be accessible for a larger group of investors. Patience will be well rewarded. #uranium $URNM $URA $HURA Yee-Haw🤠🐂 Senior Counsel for NYSE Arca today submitted the 19b4 filing to the SEC to list and trade shares of the @Sprott Physical #Uranium Trust.🏦👍 The filing is posted on the NYSE website at: https://t.co/HfOCdM19as https://t.co/OLnE3BwCzP Yee-Haw🤠🐂 Senior Counsel for NYSE Arca today submitted the 19b4 filing to the SEC to list and trade shares of the @Sprott Physical #Uranium Trust.🏦👍 The filing is posted on the NYSE website at:"
X Link 2022-04-11T22:44Z [----] followers, [---] engagements
"Yee-Haw🤠🐂 Senior Counsel for NYSE Arca today submitted the 19b4 filing to the SEC to list and trade shares of the @Sprott Physical #Uranium Trust.🏦👍 The filing is posted on the NYSE website at: https://www.nyse.com/publicdocs/nyse/markets/nyse-arca/rule-filings/filings/2022/SR-NYSEArca-2022-23.pdf https://www.nyse.com/publicdocs/nyse/markets/nyse-arca/rule-filings/filings/2022/SR-NYSEArca-2022-23.pdf"
X Link 2022-04-11T22:33Z 96.5K followers, [---] engagements
"So SPUT raising again on Monday Starting with premium to NAV on Monday + URNM rebalancing Rule: 17.5% allocated to entities that hold physical #uranium uranium royalties or other non-mining assets 01/04/2025 vs 26/09/2025 #SPUT : 13.47% vs 10.26% (Coming days:- 12.75%) #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash https://t.co/hlrw6Je1rK #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash"
X Link 2025-09-27T16:39Z [----] followers, 11.6K engagements
"#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.60% premium to NAV No pounds purchased 7k trusts issued = $0.14m raised $56.5m in cash"
X Link 2025-09-27T00:04Z [----] followers, 16.8K engagements
"How the hell are shorters going to get out of those short positions The volume of $DYL for instance was only [---] million shares [--] minutes before end of the trading day vs [--] million shares shorted Short squeeze in ASX listed #uranium companies in the making $PDN $LOT $BOE Look at the short positions vs average daily trading volumes =Several trading days of high volumes or several weeks with average volumes will be needed to close those short positions on $DYL $BOE $PDN $LOT 🥳 while #uranium ETFs will also buy underlying uranium company shares https://t.co/3CB0mrt7FV Look at the short"
X Link 2024-10-21T04:55Z [----] followers, 17.7K engagements
"Look at the short positions vs average daily trading volumes =Several trading days of high volumes or several weeks with average volumes will be needed to close those short positions on $DYL $BOE $PDN $LOT 🥳 while #uranium ETFs will also buy underlying uranium company shares"
X Link 2024-10-21T03:15Z [----] followers, 15.5K engagements
"I spend 1.5day preparing detailed overview about👇 starting with productionloss of japanese consumption from 2011/2013 till end2022 & structural deficit since early2018 Conclusion: We are close to pivotal point of significant #uranium price discovery Will post in coming days @uraniuminsider Its true Not driven by SPUT anymorebut by pivotal point in dynamic between annual structural deficit &stockpiles from2011-2017 Close to pivotal point of significant uranium price discovery SPUT is only bonus now Let all utilities flex-up their existing supply contracts😉 @uraniuminsider Its true Not driven"
X Link 2023-08-14T12:22Z [----] followers, 10.2K engagements
"@uraniuminsider Its true Not driven by SPUT anymorebut by pivotal point in dynamic between annual structural deficit &stockpiles from2011-2017 Close to pivotal point of significant uranium price discovery SPUT is only bonus now Let all utilities flex-up their existing supply contracts😉"
X Link 2023-08-13T21:52Z [----] followers, 11.3K engagements
"Facts=facts.There can be many reasons for US utility #uranium inventory being at 16months of consumption on average &EU utility inventories at 2y of consumption.They are too low &they cant run reactors without itno room to consume more inventoryEUP & UF6 restocking now(1/7)"
X Link 2022-04-28T10:46Z [----] followers, [---] engagements
"Sometimes people ask me if Im not afraid for my positions in the #uranium sector if a nuclear war would happen. My answer: No because with a nuclear war I would be dead. And when Im dead I dont care about the valuation of my portfolio anymore. Cheers"
X Link 2023-03-02T15:47Z [----] followers, [----] engagements
"And it keeps going higher And the high season in the #uranium sector didnt even start yet $U.UN $YCA $URA $URNM $UROY EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did the same KHNP:We also CCJ/Orano/KAP:😬 Me:🥳 $U.UN $YCA $URA #commodities https://t.co/Zu2tSVj6iX EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did"
X Link 2023-08-31T11:54Z [----] followers, [----] engagements
"EDF:What are investors talking about We just flexed up our Orano & KAP #uranium supply by 15% through our existing supply contracts DUK:Yeswe did the same with CCJ & KAP Constellation:We did the same KHNP:We also CCJ/Orano/KAP:😬 Me:🥳 $U.UN $YCA $URA #commodities"
X Link 2023-08-24T10:53Z [----] followers, 23.7K engagements
"Volumes in #uranium ETFs were impressive today: $URNM 4x average volume $URA 3x average volume $URNJ 12x average volume = massive buying of $DYL $BMN $LOT $ACB $PEN $EL8 by those [--] ETFs incoming today #ASX"
X Link 2023-09-26T00:12Z [----] followers, [----] engagements
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