# ![@NewUraniumHope Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1928796924779401216.png) @NewUraniumHope New Uranium Hope

New Uranium Hope posts on X about $wuc, $wstrf, $glo, $efr the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1928796924779401216/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928796924779401216/c:line/m:interactions.svg)

- [--] Week [---] -92%
- [--] Month [-----] -18%
- [--] Months [-------] +1,218%

### Mentions: [--] [#](/creator/twitter::1928796924779401216/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928796924779401216/c:line/m:posts_active.svg)

- [--] Month [--] +18%
- [--] Months [---] +870%

### Followers: [---] [#](/creator/twitter::1928796924779401216/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928796924779401216/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +3.80%
- [--] Months [---] +1,829%

### CreatorRank: undefined [#](/creator/twitter::1928796924779401216/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928796924779401216/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  21% [stocks](/list/stocks)  18% [countries](/list/countries)  10% [currencies](/list/currencies)  3% [automotive brands](/list/automotive-brands)  1% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[$wuc](/topic/$wuc) 32%, [$wstrf](/topic/$wstrf) 24%, [$glo](/topic/$glo) 16%, [$efr](/topic/$efr) 11%, [$uuuu](/topic/$uuuu) 11%, [$dnn](/topic/$dnn) 8%, [ore](/topic/ore) 7%, [$ccj](/topic/$ccj) 7%, [in the](/topic/in-the) 7%, [$cco](/topic/$cco) 6%

**Top accounts mentioned or mentioned by**
[@capnek123](/creator/undefined) [@rekurencja](/creator/undefined) [@abongo888](/creator/undefined) [@quakes99](/creator/undefined) [@gavmccracken](/creator/undefined) [@swedishuranium](/creator/undefined) [@bidbird10](/creator/undefined) [@patmvcr](/creator/undefined) [@weebabalu](/creator/undefined) [@tbirdv](/creator/undefined) [@swedewithbeard](/creator/undefined) [@isoenergyltd](/creator/undefined) [@wolanskyja91908](/creator/undefined) [@murrayj79923081](/creator/undefined) [@leggettjohn](/creator/undefined) [@gouranium](/creator/undefined) [@grok](/creator/undefined) [@niklaspettersso](/creator/undefined) [@x1abe](/creator/undefined) [@prb2o1o](/creator/undefined)

**Top assets mentioned**
[Eaton Vance Senior Floating-Rate Fund (EFR)](/topic/$efr) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Denison Mines Corp (DNN)](/topic/$dnn) [Cameco Corporation (CCJ)](/topic/$ccj) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Uranium Energy Corp. (UEC)](/topic/$uec) [Pentagon Games (PEN)](/topic/$pen) [Block, Inc. (XYZ)](/topic/$xyz)
### Top Social Posts
Top posts by engagements in the last [--] hours

"With renewed focus on U.S.-origin #uranium investors will need to pay close attention to local jurisdictional politics and regulations. No matter the economics or geology of projects in Oregon or New Mexico for example local opposition will make success very doubtful"  
[X Link](https://x.com/NewUraniumHope/status/2012091054489837878)  2026-01-16T09:14Z [---] followers, [---] engagements


"Both Oregon and New Mexico have legacy #uranium mines and potential new projects. They are both now one-party D states however despite some conservative populations especially in rural areas. Opposition to new #uranium mining is strong and politically powerful"  
[X Link](https://x.com/NewUraniumHope/status/2012092728407138789)  2026-01-16T09:21Z [---] followers, [---] engagements


"Whenever SPUT is able to buy massive amounts of #uranium (1.4 million pounds today reportedly) some #uranium investors express surprise that so much #uranium is available. This has been happening since SPUT took over UPC. Listen carefully to what Grant Isaac of Cameco has said numerous times: The world is not running out of #uranium The world is running out of cheap #uranium. In fact it likely will get very very expensive. Thats much better for investors than if all the world suddenly (and somehow) ran out. All is well https://twitter.com/i/web/status/2017053179758989442"  
[X Link](https://x.com/NewUraniumHope/status/2017053179758989442)  2026-01-30T01:52Z [---] followers, [---] engagements


"Fascinating story. I know that the Junta supposedly love Global Atomic and wont ever treat $GLO like it treated Areva/Orano and Goviex but there is the interesting question of how $GLOs #uranium will get out of the country after the project is financed and the mine is built and the ore processed and drummed. https://twitter.com/i/web/status/2018018655112671666 https://twitter.com/i/web/status/2018018655112671666"  
[X Link](https://x.com/NewUraniumHope/status/2018018655112671666)  2026-02-01T17:48Z [---] followers, [---] engagements


"Cameco $CCO $CCJ clearly will benefit from the likely deal with India. What about other Canadian companies like Denison $DML $DNN and NexGen $NXE Perhaps even explorers like Skyharbour $SYH $SYHBF and Purepoint $PTU $PTUUF if they have agreements with major companies (Mostly rhetorical questions; the details are unknown at this point.) https://twitter.com/i/web/status/2018046671976825112 https://twitter.com/i/web/status/2018046671976825112"  
[X Link](https://x.com/NewUraniumHope/status/2018046671976825112)  2026-02-01T19:39Z [---] followers, [---] engagements


"@ABongo888 $GLOs recent short form prospectus is definitely worth reading. The table of previous share sales is amusing but the new and under appreciated information is $GLOs own estimated increase of mine-completion costs from $392.8 million less than a year ago to $500 million now"  
[X Link](https://x.com/NewUraniumHope/status/2018366166679335076)  2026-02-02T16:49Z [---] followers, [---] engagements


"@capnek123 Less than a year ago $GLO told shareholders that costs were under control: Despite higher logistics costs and related delays currently estimated capital costs have only increased by 4.6% to US$392.8 million. Now its just over $500 million"  
[X Link](https://x.com/NewUraniumHope/status/2018366661754253436)  2026-02-02T16:51Z [---] followers, [----] engagements


"Unfortunately for $GLO shareholders far less than 100% of the net () proceeds of these dilutive raises go to mine development. For this most recent raise $GLO anticipates spending 56% on projects advancing the mine (17% actual mine development). 44% goes to Niger and corporate costs"  
[X Link](https://x.com/NewUraniumHope/status/2018384565459652730)  2026-02-02T18:02Z [---] followers, [---] engagements


"@swedewithbeard @ABongo888 Those are likely factors. One interesting question now is whether DFC financing covers the anticipated total costs to get the mine into production. It seems unlikely. With working capital and corporate $ $GLO estimates $370 M will be needed above what its paid to date"  
[X Link](https://x.com/NewUraniumHope/status/2018386427348709527)  2026-02-02T18:09Z [---] followers, [---] engagements


"@swedewithbeard @ABongo888 Yes: The application is for $288M USD total ($271.2M + $16.8M for a cost overrun facility)"  
[X Link](https://x.com/NewUraniumHope/status/2018391971643949435)  2026-02-02T18:32Z [---] followers, [---] engagements


"Putting aside the warrant issuance few $GLO shareholders realize how inefficient these numerous dilutive raises are. Only 56% of the most recent net went to (arguably) advance the mine. Investors see $35 million or $50 million and assume its all going to finishing DASA. Much of it goes to Niger Site indirect and Niamey costs and corporate costs. That doesnt even include the direct costs associated with each financing"  
[X Link](https://x.com/NewUraniumHope/status/2018436197807468785)  2026-02-02T21:27Z [---] followers, [---] engagements


"Listen closely to Grant Isaacs comments about whether the world will run out of #uranium and Camecos capacity to produce it. (Also $CCO $CCJ is just one company even if a very important one). #Uranium will always be available for sale - especially because utilities always have their next fuel load ready. No nuclear reactor will run out of fuel On the other hand $500 pp is certainly a possibility. https://twitter.com/i/web/status/2020189266593345628 https://twitter.com/i/web/status/2020189266593345628"  
[X Link](https://x.com/NewUraniumHope/status/2020189266593345628)  2026-02-07T17:33Z [---] followers, [---] engagements


"@quakes99 This decoupling of #uranium from PMs is fundamentally sound and overdue. If and when the factor algos pick up on a lack of correlation baskets get reconstituted and #uranium equities can start moving more independently on their own merits"  
[X Link](https://x.com/NewUraniumHope/status/2022119669604528423)  2026-02-13T01:24Z [---] followers, [---] engagements


"@rekurencja I suspect that Grants comments were directed more at $NXE than $DNN but based on $DNNs (incredible) capital position technical pre-work and completed and ongoing engineering I dont think $DNNs board will be calling $CCJ [--] months into construction begging for a rescue"  
[X Link](https://x.com/NewUraniumHope/status/1997486897095168351)  2025-12-07T02:02Z [---] followers, [---] engagements


"The FS (yes its an FS and a little outdated so assume it will be low) estimated a total cost for developing Phoenix at $420M Canadian. Even if you disregard the development expenses that $DNN has already incurred and paid the companys capital position significantly exceeds the estimated development costs"  
[X Link](https://x.com/NewUraniumHope/status/1997680055070363966)  2025-12-07T14:50Z [---] followers, [---] engagements


"Another important distinction between $DNN and $NXE: Grant kept emphasizing the lack of roads and power on the west side of the Basin. Wheeler River ($DNN) is east - in fact only about 35k from Camecos McArthur River mine Its 4k from the main road (Highway 914) and utility corridor that Grant thinks are such important assets. (Of course you know which project is on the *west* side of the Basin)"  
[X Link](https://x.com/NewUraniumHope/status/1997683450451726780)  2025-12-07T15:03Z [---] followers, [--] engagements


"@X1Abe @GavMcCracken @prb2o1o Interestingly there are specific references to holdings of $SCZ in $APM.TO $ANPMF MD&A filings through [----]. (See also the [----] reference to a loan.) After that there are references to marketable securities but not $SCZ specifically. Still - theres a long relationship"  
[X Link](https://x.com/NewUraniumHope/status/1998899986483019870)  2025-12-10T23:37Z [---] followers, [---] engagements


"Exactly so. Well never know the reasons for the short positions especially because algos are likely involved. A fund could be long #silver and be short a small basket of miners as a hedge. It could be hedge fund pair trades exchange arbitrages an MM trying to stay book-neutral etc. There could be a few classic short-sellers but with a stock like this its pretty unlikely a human has closely analyzed the fundamentals and concluded this is a stock thats going to tank; I should short a lot of it Still - its long-term good for those of us who are long. Even if the shorts want to keep a short"  
[X Link](https://x.com/NewUraniumHope/status/2002150704971231543)  2025-12-19T22:55Z [---] followers, [--] engagements


"Its almost go time and $DML $DNN is ready. There are plenty of skeptics of the ISR plan but Denison has completed extensive pre-FID activities and capital-raising masterfully. Cates and team know they need to execute. If they succeed and I think they will $DML $DNN will become a world class producer at the perfect time. The potential IRR is incredible. Very exciting https://twitter.com/i/web/status/2007127580613193910 https://twitter.com/i/web/status/2007127580613193910"  
[X Link](https://x.com/NewUraniumHope/status/2007127580613193910)  2026-01-02T16:31Z [---] followers, [---] engagements


"The only thing (a little) surprising about this dilutive raise is its size. People can argue about whether S. Roman is a great CEO whether Niger is a great jurisdiction that will treat $GLO $GLATF better than it treated Orano and Goviex and whether $GLOs #uranium will ever make its way more than [---] km to a port but one thing that cant be argued with is $GLOs history of unrelenting dilutive raises https://twitter.com/i/web/status/2010843946033746083 https://twitter.com/i/web/status/2010843946033746083"  
[X Link](https://x.com/NewUraniumHope/status/2010843946033746083)  2026-01-12T22:38Z [---] followers, [----] engagements


"@wugooey @Swedish_uranium Youre being sarcastic but there are real $GLO $GLATF investors who have celebrated earlier dilutive raises by celebrating the chance to pick up cheaper shares"  
[X Link](https://x.com/NewUraniumHope/status/2010845238969942209)  2026-01-12T22:43Z [---] followers, [---] engagements


"@mineralstocks Its strange. There are so many other options for #uranium bulls All #uranium companies have their advantages and disadvantages but few have so many problems combined with such a long history of dilutive raises on poor to terrible terms"  
[X Link](https://x.com/NewUraniumHope/status/2010902197421424772)  2026-01-13T02:30Z [---] followers, [---] engagements


"For market-related contracts which have the floors and ceilings the accounting value of the price is the mid-point. That is why Grant says that the value should be considered triple digits. The actual price will depend on the market at delivery and the contract terms which usually contain averaging / smoothing mechanisms for calculating market price. As for the published LT prices from the price reporters Mike Alkin and others have explained why they universally understate the true LT price"  
[X Link](https://x.com/NewUraniumHope/status/2011813283834314909)  2026-01-15T14:50Z [---] followers, [---] engagements


"@rekurencja @IsoEnergyLtd Its hard to imagine a #uranium mine anywhere in Virginia given the density of its population and the growing leftward tilt of its politics. (Unlike nuclear energy mining is still heavily disfavored by the American left.) I suppose anything is possible"  
[X Link](https://x.com/NewUraniumHope/status/2012079627943203191)  2026-01-16T08:29Z [---] followers, [---] engagements


"@rekurencja So true By definition those who sell at or near the top sell to willing buyers. Those buyers are likely to be new to the trade not experienced investors who have studied the market for years"  
[X Link](https://x.com/NewUraniumHope/status/2012175855104266379)  2026-01-16T14:51Z [---] followers, [---] engagements


"@patmvcr @quakes99 Grant Isaac has said point blank Make no mistake Cameco is not sold out and he also has said that the main reason Cameco is not producing more than 5% of its reserves is because they dont have contracts at prices Cameco finds acceptable. Its all about price"  
[X Link](https://x.com/NewUraniumHope/status/2012248768675013071)  2026-01-16T19:41Z [---] followers, [---] engagements


"Grants comments on Camecos supply disciple and not being sold out are at 26:22 of his Feb [--] [----] interview with Triangle Investor. I have never heard any Cameco executive say they are sold out for any time period. Of course a utility absolutely needing short-term #uranium (1-2 years) - and none do because they all carry inventory for the next fuel reload; short term purchases are discretionary - would not contract with Cameco for that anyway. They could and would buy from the spot / ST market where there are literally offers to sell #uranium every day - the only issue is price. (Joe Kelly"  
[X Link](https://x.com/NewUraniumHope/status/2012587633306951895)  2026-01-17T18:07Z [---] followers, [---] engagements


"It says I joined Uranium in May of [----] but I was here when Alkin started talking stocks over a beer when Klenda was running Ur-Energy when Huhn was an Outsider and before Corgi had his first kid. Its a beautiful brutal world uranium investing http://X.com http://X.com"  
[X Link](https://x.com/NewUraniumHope/status/1949947359879975063)  2025-07-28T21:37Z [---] followers, [----] engagements


"@capnek123 [--]. How much revenue will $WUC $WSTRF realize from the sale of ore to $EFR $UUUU and over what period of time"  
[X Link](https://x.com/NewUraniumHope/status/1955637841964511260)  2025-08-13T14:29Z [---] followers, [---] engagements


"@capnek123 [--]. How much ore does $WUC $WSTRF expect to sell to $EFR $UUUU pursuant to the ore-purchase agreement"  
[X Link](https://x.com/NewUraniumHope/status/1955638102090993766)  2025-08-13T14:30Z [---] followers, [---] engagements


"@capnek123 [--]. Does $WUC $WSTRF need any additional licenses or permits to use its kinetic separation technology Why hasnt the company used that technology already (Before delivery to $EFR $UUUU for example)"  
[X Link](https://x.com/NewUraniumHope/status/1955638620972605737)  2025-08-13T14:32Z [---] followers, [---] engagements


"@capnek123 [--]. How realistic is $WUCs $WSTRFs plan to finance and build a mill With GG over [--] and the financing exceeding the companys market cap it seems like the mining equivalent of vaporware"  
[X Link](https://x.com/NewUraniumHope/status/1955639687865102718)  2025-08-13T14:36Z [---] followers, [---] engagements


"@rekurencja @StupidBill1 @capnek123 That seems pretty definitive. From first principles it does seem like Step One of a milling process. Still could the NRC under Trump come to a different conclusion"  
[X Link](https://x.com/NewUraniumHope/status/1955677807344030132)  2025-08-13T17:08Z [---] followers, [---] engagements


"@rekurencja @Xatraxion Assuming a new fully-licensed and -permitted mill is a pipe dream the only good end game for $WUC $WSTRF seems to be acquisition by $EFR $UUUU"  
[X Link](https://x.com/NewUraniumHope/status/1956789458541674730)  2025-08-16T18:45Z [---] followers, [---] engagements


"@BidBird10 Outstanding piece. Any thoughts on whether $UUUU is likely to acquire $WUC $WSTRF if the #uranium price increases as you expect There is a current ore-purchase agreement in place of course"  
[X Link](https://x.com/NewUraniumHope/status/1956820918241776023)  2025-08-16T20:50Z [---] followers, [---] engagements


"@FreiburgCoffeeC @WolanskyJa91908 $WUC $WSTRFs mill efforts seemed to be in frustrated response to $EFR $UUUUs refusal to enter into conventional toll-milling agreements (with an exception for a company that was a party to more comprehensive M&A deal)"  
[X Link](https://x.com/NewUraniumHope/status/1957493817659277593)  2025-08-18T17:24Z [---] followers, [---] engagements


"@JamesFar9 @BidBird10 Energy Fuels motivation would be to capture Westerns portion of the profits. Those would have to be high enough to offset the hassles and expense of mining (as you note). It all depends on the price of #uranium $WUC $WSTRF"  
[X Link](https://x.com/NewUraniumHope/status/1957497165183598655)  2025-08-18T17:37Z [---] followers, [---] engagements


"@BidBird10 A fair point. Maybe later in the cycle. An acquisition of $WUC $WSTRF would give $UUUU $EFR much faster access to ore than say waiting until Roca Honda is completed. Based on Westerns current valuation it could be a lot less expensive too"  
[X Link](https://x.com/NewUraniumHope/status/1957529667499618565)  2025-08-18T19:46Z [---] followers, [---] engagements


"@rekurencja @capnek123 Yes thats a very interesting @capnek123 interview with George Glasier. I admire the expansive multi-year ambition. If $WUC $WSTRF were a company with many millions more of capital its plans might seem more realistic"  
[X Link](https://x.com/NewUraniumHope/status/1959301385264173326)  2025-08-23T17:07Z [---] followers, [---] engagements


"@rekurencja @capnek123 Its not surprising that other #uranium mining companies would like access to a mill that would compete with White Mesa. Are they interested enough and have enough capital to partner with $WUC $WSTRF perhaps in a JV A consortium"  
[X Link](https://x.com/NewUraniumHope/status/1959301534719881354)  2025-08-23T17:07Z [---] followers, [---] engagements


"@rekurencja @capnek123 The universe of companies that could help $WUC $WSTRF with a mill is small. Would UROY finance some or all of a mill in exchange for royalties and/or streams"  
[X Link](https://x.com/NewUraniumHope/status/1959301650289689076)  2025-08-23T17:08Z [---] followers, [---] engagements


"@rekurencja @capnek123 It doesnt really fit into $UECs current strategy but if $UEC wanted to expand its conventional #uranium mining properties a mill would make sense. Maybe Cameco will decide it needs a U.S. mill nearby $WUC $WSTRFs mines (A pipe dream of course.)"  
[X Link](https://x.com/NewUraniumHope/status/1959301787623571641)  2025-08-23T17:08Z [---] followers, [---] engagements


"@rekurencja @capnek123 I will say this: if GG somehow is successful in getting a mill permitted built and operating by [----] (and count me extremely skeptical) it will be a #uranium turnaround story for the ages. $WUC $WSTRF"  
[X Link](https://x.com/NewUraniumHope/status/1959301979366473989)  2025-08-23T17:09Z [---] followers, [---] engagements


"@KEN94104199 @rekurencja @capnek123 I cant either not on their own. Maybe if they partner up or put together a consortium. $WUC $WSTRFs mid-year update said the mill (or processing plant) is the companys priority and GG doubled down on that in the interview. 🤷🏻♂"  
[X Link](https://x.com/NewUraniumHope/status/1959350221001179631)  2025-08-23T20:21Z [---] followers, [---] engagements


"@weebabalu Good to know. With $PEN $PENMF an unlucky soul could have a trifecta of #uranium awfulness"  
[X Link](https://x.com/NewUraniumHope/status/1960748902732513733)  2025-08-27T16:59Z [---] followers, [---] engagements


"@murrayj79923081 $URNJ will have to *buy* millions of shares of $WUC $WSTRF in September yes @Swedish_uranium"  
[X Link](https://x.com/NewUraniumHope/status/1961567092534292707)  2025-08-29T23:10Z [---] followers, [---] engagements


"(7/12) Trusts and #uranium holding vehicles are *investments* whose purpose is to make people money; theyre not sacred collections of religious icons Also with inventory sometimes the best strategy is to make a ton of money and creatively secure material thats needed later"  
[X Link](https://x.com/NewUraniumHope/status/1964382672257765488)  2025-09-06T17:38Z [---] followers, [---] engagements


"(8/12) This is not a prediction that $SPUT or any other specific owner of #uranium will sell to the highest bidder this cycle. I am confident however that absent price controls #uranium will find its way through the fuel cycle and into reactors when utilities need it"  
[X Link](https://x.com/NewUraniumHope/status/1964382674191339897)  2025-09-06T17:38Z [---] followers, [---] engagements


"@quakes99 @leggett_john @GoUranium @grok Again I dont want to focus too much on any one holder of #uranium. Its the general dynamic of how commodity markets work when needs are desperate and prices are sky high. Absent government price controls supply finds a way (and people make a lot of money)"  
[X Link](https://x.com/NewUraniumHope/status/1965138356196835532)  2025-09-08T19:41Z [---] followers, [---] engagements


"@quakes99 @leggett_john @GoUranium @grok Any realistic scenario involving $SPUT would be completely voluntary and beneficial to Canadians - no forced liquidations or presidential calls. Focusing on one option however is where we can get hung up on obstacles. Were on the same page-I just see the lights staying on 😉"  
[X Link](https://x.com/NewUraniumHope/status/1965149064414331338)  2025-09-08T20:23Z [---] followers, [---] engagements


"@PTOtrading This is exactly the kind of information people need to consider. I might be totally wrong about $SPUT and $YCA.L and all the holders of strategic inventory in the world. Maybe they *would* (or be forced to) let utilities shut down nuclear reactors for lack of fuel. But"  
[X Link](https://x.com/NewUraniumHope/status/1965164910125670522)  2025-09-08T21:26Z [---] followers, [---] engagements


"@PrinceParfait3 Word is that $URNM will have to pick up millions of shares of $WUC by the end of the month. We shall see $WSTRF"  
[X Link](https://x.com/NewUraniumHope/status/1965874385501467109)  2025-09-10T20:25Z [---] followers, [---] engagements


"@TBirdV Watch the $URNM buying closely. $WUC will easily keep the market cap minimum for inclusion. Even if the weighting (decided 9/18) is just the minimum $URNM will need to buy millions of shares to bring it up. There arent many trading days to do so"  
[X Link](https://x.com/NewUraniumHope/status/1967326665069257006)  2025-09-14T20:36Z [---] followers, [---] engagements


"@Swedish_uranium Hard to know for certain but based on volumes it seems likely $URNM still needs more $WUC (either directly or from market makers/funds) by September 30"  
[X Link](https://x.com/NewUraniumHope/status/1970962633114386820)  2025-09-24T21:24Z [---] followers, [---] engagements


"@urani_umm @MalcolmRaw99915 Interestingly this exact debate was taking place in 2017-18 with predictions of uranium shortages in the mid- to late-2020s. Its [----] and no utilities have shut down for lack of fuel and every utility still has inventory. What *has* changed is price"  
[X Link](https://x.com/NewUraniumHope/status/1971129817463771173)  2025-09-25T08:29Z [---] followers, [---] engagements


"@patmvcr What do make of $WUC being under .3%"  
[X Link](https://x.com/NewUraniumHope/status/1973401063307841682)  2025-10-01T14:54Z [---] followers, [---] engagements


"@Swedish_uranium @NiklasPettersso Do we know for certain that $WUC got to .3% I saw the chart from @patmvcr with a weighting below that but perhaps its a day early"  
[X Link](https://x.com/NewUraniumHope/status/1973407429695058205)  2025-10-01T15:19Z [---] followers, [---] engagements


"@patmvcr @Swedish_uranium @NiklasPettersso $WUCs large drop in price at the end of trading on the last day of the rebalance period is strange. Would $URNM need to correct the balance to take it properly to .3% or (in effect) could it say well we tried"  
[X Link](https://x.com/NewUraniumHope/status/1973420165732982936)  2025-10-01T16:10Z [---] followers, [---] engagements


"Theres nothing quite like $WUC $WSTRF in the #uranium universe - its not all bad but its not all good. On the plus side it has fully licensed and permitted mines and cash flow from selling ore to $UUUU $EFR. On the downside besides its tiny size it cant capture the value of its ore without a mill and the market clearly doesnt credit the companys ambitions to build its own mill. All #uranium companies depend on high U prices but $WUC more than others needs sustained three-digit prices and probably a merger or acquisition to make its real assets worthwhile and transform the company from a"  
[X Link](https://x.com/NewUraniumHope/status/1975613952043229575)  2025-10-07T17:27Z [---] followers, [----] engagements


"Yeah its loss of value especially compared to other #uranium companies is remarkable. Four years ago there was hope that $WUC would be a true if small producer and valued as such. When $UUUU $EFR refused to enter into toll-milling agreements the financial penalty to $WUC for not having a mill became painfully clear. https://twitter.com/i/web/status/1975618033130623245 https://twitter.com/i/web/status/1975618033130623245"  
[X Link](https://x.com/NewUraniumHope/status/1975618033130623245)  2025-10-07T17:43Z [---] followers, [----] engagements


"Smooth sailing at the $DML $DNN hearing so far. The last time #uranium ISR skeptics were wrong Kazakhstan became the world leader in #uranium production. If Denison also proves ISR skeptics wrong $DNN is easily a $12-$20 USD stock based on Phoenix alone. The market is more than ready for new Canadian supply and the economics are incredible. https://twitter.com/i/web/status/1976106615116886442 https://twitter.com/i/web/status/1976106615116886442"  
[X Link](https://x.com/NewUraniumHope/status/1976106615116886442)  2025-10-09T02:05Z [---] followers, [----] engagements


"Heres a real contrarian take for the #uranium community: While the cool kids on X celebrate JBs slumber (Wake me up when #uranium is $xyz) Denison $DML $DNN Bannerman $BMN and yes even NexGen $NXE are moving ahead with projects that will be ready to supply the market when the market really needs it. Its the mid-2020s. Nap-time is over kids. Fortune favors the bold and awake https://twitter.com/i/web/status/1976114757137801541 https://twitter.com/i/web/status/1976114757137801541"  
[X Link](https://x.com/NewUraniumHope/status/1976114757137801541)  2025-10-09T02:37Z [---] followers, [----] engagements


"Western Uranium and Vanadium: Keeping #uranium investors humble since the last ETF rebalance $WUC $WSTRF"  
[X Link](https://x.com/NewUraniumHope/status/1976310395645411537)  2025-10-09T15:34Z [---] followers, [----] engagements


"@TBirdV Private placement (bought deal) for $WUC $WSTRF"  
[X Link](https://x.com/NewUraniumHope/status/1976433106644353330)  2025-10-09T23:42Z [---] followers, [---] engagements


"@TBirdV $WUC $WSTRF just put out a press release that it upsized its $5M (Canadian) deal to C$5.9M 😂 You know like $EFR $UUUU upsized from $600M to $700m. Its like a little kid trying to copy the big boys (Its other terms are much worse unfortunately.) Sad"  
[X Link](https://x.com/NewUraniumHope/status/1976646037994602994)  2025-10-10T13:48Z [---] followers, [---] engagements


"@thegreenmini1 @capnek123 Yeah its getting pathetic. $WUC $WSTRF proudly announced an upsizing of their bought deal from C$5.0M to C$5.9M - you know just like Denison and Energy Fuels Just silly. $WUCs deal terms of course are far worse for shareholders"  
[X Link](https://x.com/NewUraniumHope/status/1976649350106554629)  2025-10-10T14:01Z [---] followers, [---] engagements


"@weebabalu Theres also $WUC $WSTRF proving that the rising #uranium tide doesnt lift all ships"  
[X Link](https://x.com/NewUraniumHope/status/1978135017386631688)  2025-10-14T16:25Z [---] followers, [---] engagements


"@weebabalu In the contest for turdiest turd in the box of otherwise delicious #uranium chocolates $GLO did manage to hold off on another dilutive financing before $WUC $WSTRF. So theres that 🤷🏻♂"  
[X Link](https://x.com/NewUraniumHope/status/1978569444344394020)  2025-10-15T21:11Z [---] followers, [----] engagements


"Why didnt I unload every last $WUC $WSTRF share in the last $URNM rebalance I cant make the investment case anymore. Im beginning to think its only because I like the videos of GG in a hard hat driving a front-end loader"  
[X Link](https://x.com/NewUraniumHope/status/1978572801981263930)  2025-10-15T21:24Z [---] followers, [---] engagements


"@weebabalu There it is Not all big and fancy and shareholder-friendly like $DML $DNN or $EFR $UUUU - just your standard $GLO dilutive financing with full warrants like $WUC $WSTRF. At least the project will live a while longer or at least until the next coup"  
[X Link](https://x.com/NewUraniumHope/status/1978576701677256748)  2025-10-15T21:40Z [---] followers, [---] engagements


"Most people understand what dilutive financing means but a disturbing number of investors on X get excited because they can buy shares cheaper tomorrow. $GLO"  
[X Link](https://x.com/anyuser/status/1978583820501704903)  2025-10-15T22:08Z [---] followers, [----] engagements


"A dilutive raise is not better for existing shareholders just because its oversubscribed. #uranium"  
[X Link](https://x.com/NewUraniumHope/status/1978884090712723653)  2025-10-16T18:01Z [---] followers, [----] engagements


"The concept of capitulation signifying a likely bottom to be followed by an upswing often makes sense when applied to broad markets and indexes. Subject to secular fundamentals it can even be appropriate for sectors like #uranium miners. It is NOT a useful concept for individual companies Companies can and do fail die and *stay dead.* ☠"  
[X Link](https://x.com/NewUraniumHope/status/1979319842999275733)  2025-10-17T22:53Z [---] followers, [---] engagements


"@Pigsapple113320 $WUC $WSTRF cant even turn green on days when rockets are all over X and U leaders are up 8-12%"  
[X Link](https://x.com/NewUraniumHope/status/1984059738892734884)  2025-10-31T00:47Z [---] followers, [---] engagements


"Yeah not much talk about how Niger is both unlivable and univestable. Theres also rarely any discussion of how the diluted share count for $GLO has absolutely blown out - with an endless stream of full warrants were talking hundreds upon hundreds of millions of shares. Instead its all about the share price and waiting for the inevitable ride back up(). Id post more about it to warn folks (you cant effectively short it so no worries about that) but I continue to hold a little $WUC $WSTRF which is probably just as inexplicable"  
[X Link](https://x.com/NewUraniumHope/status/1984374093672824901)  2025-10-31T21:37Z [---] followers, [---] engagements


"@WolanskyJa91908 A 52-week low as other #uranium companies are at or near ATHs and long-term U is higher than its been since [----]. Even as a tiny fraction of a portfolio its annoying to see a thin line of red in an ocean of green"  
[X Link](https://x.com/NewUraniumHope/status/1984683462398505068)  2025-11-01T18:06Z [---] followers, [---] engagements


"Before #uranium investors blood flows in the streets theres despair irritation annoyance and anger. People are aware of the chart of #uranium volatility @capnek123 pinned but few understand or internalize it"  
[X Link](https://x.com/NewUraniumHope/status/1986579383931589103)  2025-11-06T23:40Z [---] followers, [---] engagements


"Im sure Global Atomics $GLO #uranium will be handled differently"  
[X Link](https://x.com/NewUraniumHope/status/1989491705507451258)  2025-11-15T00:32Z [---] followers, [----] engagements


"Interesting I could tell from the filings (and said) that there were substantial $APM.TO $ANPMF equity holdings that were separate from treasuries and unlikely to be commodity trust units. Id be interested in a quick $SCZ summary / analysis but will dive into the filings at some point. https://twitter.com/i/web/status/1995561670610223142 https://twitter.com/i/web/status/1995561670610223142"  
[X Link](https://x.com/NewUraniumHope/status/1995561670610223142)  2025-12-01T18:32Z [---] followers, [---] engagements


"@GavMcCracken If $APM.TO $ANPMF keeps (or adds to) a substantial position in $SCZ through the end of the year the value of that itself is increasing at a phenomenal rate"  
[X Link](https://x.com/NewUraniumHope/status/1998922077836030037)  2025-12-11T01:05Z [---] followers, [---] engagements


"@rekurencja @BidBird10 @GavMcCracken So $GLO will not be doing another oversubscribed dilutive raiseright Right"  
[X Link](https://x.com/NewUraniumHope/status/1999263031319253252)  2025-12-11T23:40Z [---] followers, [---] engagements


"@murrayj79923081 No worries $WUC $WSTRF will buy back its own shares for cheap (Thats sarcasm but based on a real absolutely bonkers share buyback plan - from a company that touted its oversubscribed dilutive raise just months ago and desperately needs a mill for its ore.)"  
[X Link](https://x.com/NewUraniumHope/status/2004739564855066731)  2025-12-27T02:22Z [---] followers, [---] engagements


"Two consistent errors investors make on X: (1) Overemphasizing the pre-market; (2) Misunderstanding short positions and how and when shorts must cover"  
[X Link](https://x.com/NewUraniumHope/status/2010115069044990425)  2026-01-10T22:22Z [---] followers, [--] engagements


"RT @GavMcCracken: Uhhhh $GLO.TO $GLO didn't get funding but X is acting like it did. I read this as a PR to pump the share price becaus"  
[X Link](https://x.com/anyuser/status/2010840205348241452)  2026-01-12T22:23Z [---] followers, [--] engagements


"RT @NewUraniumHope: @rekurencja @BidBird10 @GavMcCracken So $GLO will not be doing another oversubscribed dilutive raiseright Right"  
[X Link](https://x.com/anyuser/status/2010840352106946669)  2026-01-12T22:24Z [---] followers, [--] engagements


"RT @AAGresearch: Global Atomic $GLO will probably get the uranium mine built But at what cost"  
[X Link](https://x.com/anyuser/status/2010846472670232979)  2026-01-12T22:48Z [---] followers, [--] engagements


"@cekdrew Not all CM ore has radioactive material but for the ore that does it is difficult and expensive to license and build a mill in the U.S. Fortunately $UUUU $EFR has been preparing its licensed and built White Mesa mill for just this kind of work"  
[X Link](https://x.com/NewUraniumHope/status/2011806007463465061)  2026-01-15T14:21Z [---] followers, [---] engagements


"@variance_swap Most #uranium is purchased on contract in the long term market and the president of $CCO $CCJ as well as the sharpest analysts in the space confirm that the long-term price is now triple digits. The reports from UxC and TradeTech putting LT in the $80s are misleading"  
[X Link](https://x.com/NewUraniumHope/status/2011809543928619116)  2026-01-15T14:35Z [---] followers, [---] engagements


"Tomorrow is the anniversary of Uranium Corgis @UrTokenCorgi last post. How will we mark the occasion #uranium (Btw if todays poor performance of #uranium equities is getting you down take a look at that post and U stock prices from a year ago)"  
[X Link](https://x.com/NewUraniumHope/status/2015883079165083688)  2026-01-26T20:22Z [---] followers, [---] engagements


"On January [--] [----] Global Atomics President and CEO Stephen Roman reported in a press release we remain confident that in Q1 [----] we will have positive news regarding the major component of funding for our Dasa Project in the form of either a bank financing or a joint venture agreement. In the interim we will continue to advance the Dasa Project development and stay on schedule for yellowcake production in early [----] while we finalize the major funding component. Its early 2026; #uranium production is imminent https://twitter.com/i/web/status/2017721656454877674"  
[X Link](https://x.com/NewUraniumHope/status/2017721656454877674)  2026-01-31T22:08Z [---] followers, [---] engagements


"@ShosholozaExpat @ABongo888 Im far from an expert but much of Algeria south of the coastal strip is pretty brutal Saharan desert. It seems like a tough way to move material"  
[X Link](https://x.com/NewUraniumHope/status/2018113552087687229)  2026-02-02T00:05Z [---] followers, [--] engagements


"@GLoffelhardt 100% Cameco The other Canadian #uranium companies will benefit indirectly even if the deal is only with Cameco but I wonder if there will be any direct agreements with others"  
[X Link](https://x.com/NewUraniumHope/status/2018144826928034069)  2026-02-02T02:09Z [---] followers, [---] engagements


"@joe_sampl @ABongo888 Yes. Its on page [--] of the short form prospectus. These dilutive raises are very inefficient and there have been a ton of them"  
[X Link](https://x.com/NewUraniumHope/status/2018430616161665434)  2026-02-02T21:05Z [---] followers, [--] engagements


"@quakes99 As we enter the (somewhat) later stages of the #uranium bull market sentiment swings become more pronounced. Its hard to believe how negative some of the posts are after an incredible run Youd think Spot #uranium had dropped to the $50s and LT contracts wont ever get signed"  
[X Link](https://x.com/NewUraniumHope/status/2019199794791514600)  2026-02-05T00:02Z [---] followers, [---] engagements


"I get the frustration. As I say in my profile its a brutal world #uranium investing. I may be a little different than most #uranium bulls: Im here to tell you that SPUT can buy and the spot price can still go down. The spot market is thin only compared to the much larger long-term market. I hate all the talk about the cupboard being bare or supply drying up or running out. Millions and millions of pounds trade on the spot market each year Yeah a lot is churn but its still #uranium not pixie dust. Buying a few hundred thousand pounds or even a couple million pounds is helpful in the long term"  
[X Link](https://x.com/NewUraniumHope/status/2019205253095198948)  2026-02-05T00:23Z [---] followers, [---] engagements


"Have #uranium investors learned anything in the last [--] hours about the significance (or lack thereof) of post- and pre-market stock quotes"  
[X Link](https://x.com/NewUraniumHope/status/1978883069009629465)  2025-10-16T17:57Z [---] followers, [----] engagements


"@rekurencja @IsoEnergyLtd Dont forget that Cameco $CCO $CCJ has significant idled #uranium projects in the U.S"  
[X Link](https://x.com/NewUraniumHope/status/2012079951730921841)  2026-01-16T08:30Z [---] followers, [---] engagements


"In the absence of a declaration of war or national emergency (always possible) all mining operations in the U.S. are subject to significant state approval and regulation. Jurisdictional premiums for #uranium projects will include state-level premiums"  
[X Link](https://x.com/NewUraniumHope/status/2012095626096586940)  2026-01-16T09:32Z [---] followers, [---] engagements


"It might be satisfying to think of Cameco turning away US utilities because $CCO $CCJ ran out of #uranium after selling it to the Chinese but thats completely inconsistent with everything Grant Isaac has said for years about Camecos strategy capacity and reserves (and ability to source #uranium worldwide). U.S. utilities can buy Camecos #uranium if (but only if) they pay up https://twitter.com/i/web/status/2012250253802844175 https://twitter.com/i/web/status/2012250253802844175"  
[X Link](https://x.com/NewUraniumHope/status/2012250253802844175)  2026-01-16T19:47Z [---] followers, [---] engagements


"Yes a massive deal with India will be incredibly bullish and yes #uranium prices will go much higher but no there will not be a time when there will be nothing left to buy. Cameco $CCO $CCJ has said that it has enormous capacity that it can and will bring on line when they have sufficient committed demand. (Their strategy is to over-contract) And even putting aside Cameco there are sources of #uranium throughout the world that utilities can and will find and buy at very high prices. There were predictions of #uranium being sold out in the mid-2020s. Yet here we are - prices quadrupled but"  
[X Link](https://x.com/NewUraniumHope/status/2016176173567639564)  2026-01-27T15:47Z [---] followers, [---] engagements

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