#  @PraiseKek Praise κeK Praise κeK posts on X about $nxe, $dev, dev, $nxes the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1487805760763568133/interactions)  - [--] Week [------] +20% - [--] Month [-------] -21% - [--] Months [---------] +16% - [--] Year [---------] -38% ### Mentions: [--] [#](/creator/twitter::1487805760763568133/posts_active)  - [--] Week [--] -51% - [--] Month [---] -24% - [--] Months [-----] +24% - [--] Year [-----] +5.20% ### Followers: [-----] [#](/creator/twitter::1487805760763568133/followers)  - [--] Week [-----] +0.22% - [--] Month [-----] +0.79% - [--] Months [-----] +9.30% - [--] Year [-----] +14% ### CreatorRank: [-------] [#](/creator/twitter::1487805760763568133/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 17.68% [cryptocurrencies](/list/cryptocurrencies) 9.94% [stocks](/list/stocks) 4.42% [countries](/list/countries) 4.42% [celebrities](/list/celebrities) 1.66% [travel destinations](/list/travel-destinations) 0.55% [currencies](/list/currencies) 0.55% [luxury brands](/list/luxury-brands) 0.55% [automotive brands](/list/automotive-brands) 0.55% **Social topic influence** [$nxe](/topic/$nxe) #2, [$dev](/topic/$dev) #2, [dev](/topic/dev) 18.78%, [$nxes](/topic/$nxes) #1, [in the](/topic/in-the) 9.94%, [uranium](/topic/uranium) #52, [$ksm](/topic/$ksm) 7.18%, [$urnj](/topic/$urnj) 5.52%, [$ccj](/topic/$ccj) #3, [$dyl](/topic/$dyl) #1 **Top accounts mentioned or mentioned by** [@horribledisgust](/creator/undefined) [@hchris999](/creator/undefined) [@silvercrisis405](/creator/undefined) [@sprott](/creator/undefined) [@baystguy](/creator/undefined) [@rekurencja](/creator/undefined) [@sanitzisf6k](/creator/undefined) [@mining_monsters](/creator/undefined) [@yellowlablife](/creator/undefined) [@ballsmeep](/creator/undefined) [@smallcapsteve](/creator/undefined) [@ohneharry](/creator/undefined) [@stevenm65425645](/creator/undefined) [@pigsapple113320](/creator/undefined) [@raymondduck6](/creator/undefined) [@plebeiancapllc](/creator/undefined) [@happydays00769](/creator/undefined) [@gitzelsgreen](/creator/undefined) [@patrick80122519](/creator/undefined) [@miningmonsters](/creator/undefined) **Top assets mentioned** [NexGen Energy Ltd. (NXE)](/topic/$nxe) [My Dog Is The DEV (DEV)](/topic/$dev) [Kusama (KSM)](/topic/$ksm) [Cameco Corporation (CCJ)](/topic/$ccj) [Denison Mines Corp (DNN)](/topic/$dnn) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [Realio Network (RIO)](/topic/$rio) [Pentagon Games (PEN)](/topic/$pen) [Chainlink (LINK)](/topic/chainlink) [Ameren, Corp. (AEE)](/topic/$aee) [Morgan Stanley (MS)](/topic/$ms) ### Top Social Posts Top posts by engagements in the last [--] hours "@SilverCrisis405 @GitzelsGreen Borshoff would rather dynamite the orebody before selling a single part to any counterparty. This makes me wonder whether that's the reason he isn't at DYL anymore and the new mngmt will follow BMN's steps" [X Link](https://x.com/PraiseKek/status/2022372118508273996) 2026-02-13T18:07Z [----] followers, [---] engagements "Yes $CCJ McArthur River is obviously running into costly hurdles with the new zones no Grant Isaac isn't worried because in the end it won't be $CCJ who will pay for the solution. Utilities will. And if they won't The lbs stay in the ground and become more valuable. β" [X Link](https://x.com/PraiseKek/status/2022771765747884186) 2026-02-14T20:35Z [----] followers, [----] engagements "$NXE's Arrow lbs won't be milled this cycle. After a takeover by a non-uranium major $CCJ is brought in as JV operator the mine plan is overhauled the CNSC site preparation & construction permit amended IBA's renegotiated and the ore strategically shelved for the next cycle" [X Link](https://x.com/PraiseKek/status/2022780414360740143) 2026-02-14T21:10Z [----] followers, [----] engagements "Now let the CNSC approve the Canadian greenfields then let zero M&A bids appear and force Leigh and David to step out from behind the comfortable and boring Lassonde Curve stage to execute the highest-risk phase of their entire careers" [X Link](https://x.com/PraiseKek/status/2022798692978139372) 2026-02-14T22:22Z [----] followers, [----] engagements "Instead of adding $DYL and/or $DEV the $URA ETF added $PEN Anfield and. Atomic Eagle aka Goviex. why π Global X URA ETF #uranium https://t.co/ND6fdfVY2R Global X URA ETF #uranium https://t.co/ND6fdfVY2R" [X Link](https://x.com/PraiseKek/status/2017546354474500389) 2026-01-31T10:31Z [----] followers, [----] engagements "Uranium gaslighting π€‘ John Quakes same playbook as always: strawman the thesis as fraud appeal to authority (sell-side & consultants as infallible) dismiss any critics as evil shorts never engage the technical claims while pitching the bull case in case its all true π" [X Link](https://x.com/PraiseKek/status/2020207464092663946) 2026-02-07T18:46Z [----] followers, [----] engagements "Will $DNN and the CNSC reach an agreement with Birch Narrows Dene Nation to avoid a possible permit denial or Federal Court challenge at Wheeler River If it gets blocked does responsibility fall on mngmnt and would David Cates resign over the early decision to sideline BNDN" [X Link](https://x.com/PraiseKek/status/2020803699115692305) 2026-02-09T10:15Z [----] followers, [----] engagements "$KSM just a reminder: this uranium stock down 90% YTD after being added to $URNJ is still severely overvalued. At CAD $18M market cap it's unlikely to remain in the ETF at these levels. No insider sales have been filed on SEDI so far" [X Link](https://x.com/PraiseKek/status/2021664246380343405) 2026-02-11T19:14Z [----] followers, [----] engagements "Looks like $CCJ wont ramp in '26 Inkai remains tricky and it's signing major offtakes with the East gradually diversifying away from the US. But hey who needs the only experienced large western U producer when $NXE will flood the market with 30Mlbs a year starting '30 Right" [X Link](https://x.com/PraiseKek/status/2022317519109799998) 2026-02-13T14:30Z [----] followers, [----] engagements "Unfortunately I can't reply to Cycle Bottom Clown. He blocked me. But we've got Mr. Goat on night watch confronting the memory of past calls π @BULLReturns FID history of $AEE: Q1 [----] H2 [----] H1 [----] now H2 [----] see you in [----] https://t.co/TRdogwWqy4 @BULLReturns FID history of $AEE: Q1 [----] H2 [----] H1 [----] now H2 [----] see you in [----] https://t.co/TRdogwWqy4" [X Link](https://x.com/PraiseKek/status/2022344234041213307) 2026-02-13T16:16Z [----] followers, [----] engagements "@BurggrabenH @marcorubio Europe unfortunately won't change course without a late-stage Rome moment a systemic shock that forces a reset of the neo-Malthusian mindset embedded across generations. The narrative is so deeply ingrained that only real disruption seems capable of triggering reassessment" [X Link](https://x.com/PraiseKek/status/2022722921098031581) 2026-02-14T17:21Z [----] followers, [----] engagements "@Patrick80122519 @YellowLabLife Oh yes I'm not saying he's forced to do so specifically this year but definitely well before the next CNSC commission hearing to obtain an operating license. I'd give it [--] months max because then they won't be able to hide the blow-up in CAPEX and timelines anymore. Simple" [X Link](https://x.com/PraiseKek/status/2023092943964475531) 2026-02-15T17:51Z [----] followers, [--] engagements "I used to criticize $CCJ contracting. I was wrong. They're playing this cycle like 7D β: let legacy contracts roll off keep spot subdued pressure juniors and wait for Utes to come to them. Most juniors rushed. Borshoff didn't. He waited for $CCJ to move 1st. He's gone now" [X Link](https://x.com/PraiseKek/status/2022775102681543094) 2026-02-14T20:49Z [----] followers, [----] engagements "@Mining_Monsters @YellowLabLife BHP did in [----] and rejected taking out ROOK I" [X Link](https://x.com/PraiseKek/status/2023122671987241099) 2026-02-15T19:50Z [----] followers, [--] engagements "$AFM I know who slurped the dip (Tinbarons duh) but which fund blew up today lmaoo" [X Link](https://x.com/PraiseKek/status/1883929091067503097) 2025-01-27T17:24Z [----] followers, [----] engagements "Was $M's Copper Mountain once a Strathmore Minerals uranium asset when Devinder Randhawa ran it Isn't it odd that the only uranium explorers issuing RSUs ( $SUU $FUU $F4 $M ) seem to trace back to him in some way How deep does this rabbit hole go πΈ" [X Link](https://x.com/PraiseKek/status/1984675425314886086) 2025-11-01T17:34Z [----] followers, [----] engagements "For the slow learners: Grant is spelling out that $CCJ doesn't chase overhyped stories like $DNN or $NXE. It waits for them to run into their own timelines & budget realities and then offer distressed M&A once shareholders or the board come crying & approve a discounted takeover. Grant Isaac perfectly echoed my $NXE thoughts on a highly speculated $CCJ takeover: https://t.co/bgBknUhGJ8 Grant Isaac perfectly echoed my $NXE thoughts on a highly speculated $CCJ takeover: https://t.co/bgBknUhGJ8" [X Link](https://x.com/PraiseKek/status/1997091751111135448) 2025-12-05T23:52Z [----] followers, 12.5K engagements "Did you just say ISR As in the ISR that $PEN $BOE & many others keep chasing yet consistently fail to turn into real U production Why not do a serious interview with an unbiased & highly respected platform like @ResourceTalks and get properly grilled for once I dare you. The #uranium setup is strengthening demand rising supply tightening #nuclear back in favour. Listen to our CEO @drew_zimmerman on @moneytalkstweet discussing the macro setup and @NOBLuraniums U.S.-focused ISR strategy in Wyoming. π§β’π $NOBL $NOBL.V $NBLXF The #uranium setup is strengthening demand rising supply tightening" [X Link](https://x.com/PraiseKek/status/2003137149189882200) 2025-12-22T16:14Z [----] followers, [----] engagements "$DEV 's Share Purchase Plan offered to existing shareholders was oversubscribed to 230% of its $3.0m target attracting $6.9m. The strong response highlights solid shareholder support for funding its aggressive ARUP uranium exploration program in the NT. ZERO warrants" [X Link](https://x.com/PraiseKek/status/2003401344758219016) 2025-12-23T09:44Z [----] followers, [----] engagements "$FUU HO HO HO π Merry Christmas to all insiders" [X Link](https://x.com/PraiseKek/status/2003882277068247538) 2025-12-24T17:35Z [----] followers, [----] engagements "$DEV 's new $RIO and $AGE tenement acquisitions open multiple fresh exploration pathways. What really stands out are the historic prospects along the ARUP's only known major crustal boundary where prospective Lower Cahill Formation rocks are confirmed by historical drilling" [X Link](https://x.com/PraiseKek/status/2004301342509355514) 2025-12-25T21:20Z [----] followers, [----] engagements "The most compelling aspect of the newly acquired [---] Mlb Caramal deposit (formerly dubbed Nabarlek 2) is its location in the calcsilicate unit of the Cahill Formation the same host as Ranger and Jabiluka but at much shallower depth. $DEV will clearly refocus on this area" [X Link](https://x.com/PraiseKek/status/2004848960981356927) 2025-12-27T09:36Z [----] followers, [----] engagements "While a [----] print would be nice I'd honestly welcome a longer stay in the [----] range even more heading into Q4 [----] lining up with $DEV & $CZR wrapping up exploration. Am I asking for too many tailwinds or can a tiny Europoor dream" [X Link](https://x.com/PraiseKek/status/2005053353735467111) 2025-12-27T23:09Z [----] followers, [----] engagements "$DEV KP & KP North lie adjacent to the Nabarlek Granite (genesis of mineralization) where radiometric highs clay alteration and radon anomalies suggest upward uranium leakage along structures. These surface signals point to concealed targets beneath the Kombolgie Sandstone" [X Link](https://x.com/PraiseKek/status/2005598476437279019) 2025-12-29T11:15Z [----] followers, [----] engagements "Former QML geo Fabray later hired by $CCJ noted how NT exploration became fixated on major prospects with yearly teaser anomalies justifying continued drilling of flawed models (Oenpelli Doleritehosted) which ultimately proved wrong. $DEV has shifted the model for '26" [X Link](https://x.com/PraiseKek/status/2005637820246057064) 2025-12-29T13:51Z [----] followers, [----] engagements "The Nabarlek Granite (Cameco interpretation 2006): dotted red shows the subsurface extent the solid red blob the outcropping granite. $DEV's KP & KP North sit within this granite extension. Big Radon remains undrilled and therefore unconstrained. $DEV KP & KP North lie adjacent to the Nabarlek Granite (genesis of mineralization) where radiometric highs clay alteration and radon anomalies suggest upward uranium leakage along structures. These surface signals point to concealed targets beneath the Kombolgie Sandstone. https://t.co/hX5tOpbSg2 $DEV KP & KP North lie adjacent to the Nabarlek" [X Link](https://x.com/PraiseKek/status/2006001183375478956) 2025-12-30T13:55Z [----] followers, [----] engagements "I genuinely wonder whether $KSM insiders granted RSUs at $0.50 just months before the $URNJ add have sold into the run-up to $15 (30). Late insider-reporting penalties in Canada can be as low as $50/day capped around $1000. Canadian gravy train SPROTT's latest $URNJ addition a pump-and-dump lifestyle lipstick-on-a-pig uranium play with NOTHING to show for is now down 60% in a week to $167M market cap. Likely out next rebalance after crowding out more serious companies that could've been added. Why @sprott Why https://t.co/yw8tBwI7Zr SPROTT's latest $URNJ addition a pump-and-dump lifestyle" [X Link](https://x.com/PraiseKek/status/2006062354732126453) 2025-12-30T17:58Z [----] followers, [----] engagements "Another day another 16% $KSM drop. Now at $137M market cap and still likely $136.9M overvalued. An absolute joke. By adding this obvious pump & dump @sprott shut the door on far more serious active uranium companies for $URNJ. Scandalous lack of due diligence π©π©π© SPROTT's latest $URNJ addition a pump-and-dump lifestyle lipstick-on-a-pig uranium play with NOTHING to show for is now down 60% in a week to $167M market cap. Likely out next rebalance after crowding out more serious companies that could've been added. Why @sprott Why https://t.co/yw8tBwI7Zr SPROTT's latest $URNJ addition a" [X Link](https://x.com/PraiseKek/status/2006140351912833510) 2025-12-30T23:08Z [----] followers, [----] engagements "$DEV drill rigs will aggressively test these two targets within [--] months for economic uranium mineralization. Will they intersect the prospective Calc-silicate Unit (Ranger & Jabiluka) the Amphibolite Unit that hosted Nabarlek or drill dusters into the Upper Arkosic Unit" [X Link](https://x.com/PraiseKek/status/2006697515509494168) 2026-01-01T12:02Z [----] followers, [----] engagements "$CZR so far so good. $CZR has [--] days left to close the 3-month candle above a multi-year HTF resistance recently broken after years of limited exploration following the Robe Mesa M&A and potentially flip it into support. Doing so @ A$18M EV with A$65M cash would be a very constructive signal. https://t.co/S4dzAH5XU4 $CZR has [--] days left to close the 3-month candle above a multi-year HTF resistance recently broken after years of limited exploration following the Robe Mesa M&A and potentially flip it into support. Doing so @ A$18M EV with A$65M cash would be a very constructive signal." [X Link](https://x.com/PraiseKek/status/2007155847462564302) 2026-01-02T18:23Z [----] followers, [----] engagements "In [--] $CCJ hired former QML geologist Fabray to guide exploration in the NT ARUP. He advised against the flawed Oenpelli Dolerite model and urged focus on what's now $DEV's KP & Big Radon (incl. N31/N41). $CCJ instead chased low-hanging fruit and never drilled them. Zero. /1" [X Link](https://x.com/PraiseKek/status/2007446738399875356) 2026-01-03T13:39Z [----] followers, [----] engagements "$DEV's unexplored KP & KP North prospects sit between known mineralized zones (Nabarlek Mine and U40) along a SWNE trend just north of the only Nabarlek Granite outcrop in the area. Radon Track Etch hits hematite alteration and radiometric U anomalies reinforce the case. /4" [X Link](https://x.com/PraiseKek/status/2007446752111059080) 2026-01-03T13:39Z [----] followers, [---] engagements "This thread focused only on the most drill-ready targets within $DEVs pre-2025 ARUP portfolio. In Q4 [----] DevEx expanded its footprint by acquiring $RIO & $AGE tenements opening a new exploration angle centered on stitching together highly prospective mineralized corridors. /7" [X Link](https://x.com/PraiseKek/status/2007446765436338180) 2026-01-03T13:39Z [----] followers, [---] engagements "Down south near the Queensland border and $LAMs Westmoreland deposit $DEV also holds a large tenement package (West Murphy) now being advanced toward drill-ready targets. Will this region make it into the [----] drilling campaign /8" [X Link](https://x.com/PraiseKek/status/2007446770071060549) 2026-01-03T13:39Z [----] followers, [---] engagements "J. Fabray was clear: the low-hanging fruit prospects have been discovered. Sandstone-covered areas remain largely unexplored. The Nabarlek Granite may be key. $DEV is doing what $CCJ never did: hunting for large high-grade buried orebodies: the Jabilukas & Angularlis. END" [X Link](https://x.com/PraiseKek/status/2007446774395322592) 2026-01-03T13:39Z [----] followers, [---] engagements "That's 25M $DEV shares going to chair Tim Goyder: 23% of Tranche [--] and 11% of the full raise. These shares will not be sold on the open market for years to come. Unlike many juniors flipping cheap options or RSUs $DEV insiders are writing real cheques & backing their story π₯Ή $DEV #uranium @timgoyder is adding [--] million shares in the T2 placement - SH approval vote on 22.1.26 https://t.co/mhROhqecNU $DEV #uranium @timgoyder is adding [--] million shares in the T2 placement - SH approval vote on 22.1.26 https://t.co/mhROhqecNU" [X Link](https://x.com/PraiseKek/status/2008299610662445105) 2026-01-05T22:08Z [----] followers, [----] engagements "The last uranium discovery in the Northern Territory's ARUP was Cameco's Angularli [--] years ago. In [----] only two teams are doing serious exploration: $DYL and $DEV. Who makes the next discovery Will it resemble a Jabiluka Ranger or Nabarlek [---] https://youtu.be/kl-LYhDLMEQsi=DPBuNwYJVuvNs1Oa https://youtu.be/kl-LYhDLMEQsi=DPBuNwYJVuvNs1Oa" [X Link](https://x.com/PraiseKek/status/2008314954542100615) 2026-01-05T23:09Z [----] followers, [----] engagements "$DEV Murphy West is derisked for drilling. Magnetics mapped structures soils + radiometrics refined multiple km-scale greenfield targets. Pathfinder geochem (colab with $LAM) @ regolith-masked Junnagunna (0 surface U signature) successfully vectors buried uranium potential" [X Link](https://x.com/PraiseKek/status/2008564561667121242) 2026-01-06T15:41Z [----] followers, [---] engagements "$KSM Kirkstone Metals π€‘ lifestyle pump & dump grift π€‘ recently added to $URNJ π€‘ with repeated CIRO single-stock circuit-breaker halts in the last [--] months: Nov [--] [----] π€‘ Nov [--] [----] π€‘ Dec [--] [----] π€‘ Dec [--] [----] π€‘ Jan [--] [----] π€‘ Jan [--] [----] π€‘" [X Link](https://x.com/PraiseKek/status/2008593573093269578) 2026-01-06T17:36Z [----] followers, 10.5K engagements "I'm not sure how the Northern Territory registrar in '72 was ever able to read this typewritten application and I pride myself on deciphering illegible texts Maybe that's the real reason this former $QML then $AGE now $DEV uranium project never received a mining lease" [X Link](https://x.com/PraiseKek/status/2008974206441242854) 2026-01-07T18:49Z [----] followers, [----] engagements "@sprott should urgently get on a call with $URNJ managers at ALPS Advisors Ryan Mischker & Charles Perkins (who replaced Andy Hicks in Sept '25) and demand uranium P&D $KSM be removed immediately or rescind the mandate with Alps before this becomes an embarrassing joke. @RealRickRule quote on BNN today: "THE SPROTT ETFS ARE I BELIEVE THE MOST INTELLIGENTLY CONSTRUCTED INDEXES IN THE RESOURCE ETF BUSINESS" I got a counter example @RealRickRule quote on BNN today: "THE SPROTT ETFS ARE I BELIEVE THE MOST INTELLIGENTLY CONSTRUCTED INDEXES IN THE RESOURCE ETF BUSINESS" I got a counter example" [X Link](https://x.com/PraiseKek/status/2008978671076614509) 2026-01-07T19:06Z [----] followers, [----] engagements "$KSM another day another -15%. Sprott's newest $URNJ ETF addition has effectively turned ETF holders into exit liquidity after a scandalous pump & dump. Alps Advisors should fire the managers responsible or Sprott should rescind the mandate with Alps altogether. π©π©π©" [X Link](https://x.com/PraiseKek/status/2009346880053092538) 2026-01-08T19:30Z [----] followers, [----] engagements "I'm still amazed by the epic due diligence failure at Sprott & Alps Advisors: Mischker & Perkins added 1-yr-old IPO'd $KSM to $URNJ with [--] exploration + [--] CIRO circuit breaker halts pre-rebalance (+3 shortly after). Even more amazed how @sprott lets this embarrassment continue π€‘ $KSM another day another -15%. Sprott's newest $URNJ ETF addition has effectively turned ETF holders into exit liquidity after a scandalous pump & dump. Alps Advisors should fire the managers responsible or Sprott should rescind the mandate with Alps altogether. π©π©π© https://t.co/nhVcNiXXTO $KSM another day another" [X Link](https://x.com/PraiseKek/status/2009400660777980216) 2026-01-08T23:03Z [----] followers, [----] engagements "$KSM another day another -10%. Sprott's newest $URNJ ETF addition has effectively turned ETF holders into exit liquidity after a scandalous pump & dump now -75% since listing. Sprott should immediately rescind the mandate with Alps Advisors to recover any credibility π©π©π© $KSM another day another -15%. Sprott's newest $URNJ ETF addition has effectively turned ETF holders into exit liquidity after a scandalous pump & dump. Alps Advisors should fire the managers responsible or Sprott should rescind the mandate with Alps altogether. π©π©π© https://t.co/nhVcNiXXTO $KSM another day another -15%." [X Link](https://x.com/PraiseKek/status/2009729280524112300) 2026-01-09T20:49Z [----] followers, [----] engagements "Some claim no longer does greenfield exploration. $DEV proves otherwise: multiple undrilled greenfield targets either drill-ready or advancing toward the '26 dry season: Big Radon KP KP North Sandfire Murphy West & hopefully Leatherhead too. Below the Sandfire prospect:" [X Link](https://x.com/PraiseKek/status/2010044312181248280) 2026-01-10T17:41Z [----] followers, [----] engagements "Whenever $DYL openly reports on its NT exploration results going forward it will help $DEV to assess its bordering tenements because it now encircles Deep Yellow and owns 75% of the region" [X Link](https://x.com/PraiseKek/status/2010117241682219412) 2026-01-10T22:31Z [----] followers, [----] engagements "I love geobio/geochem It's one of the tools that helps vector masked under cover deposits. Australia's outcropping low-hanging fruit is gone and in parts of the Northern Territory termite-mound sampling is now a key geobio method for uranium explorers like $DYL & $DEV. During my $ARIC.V site visit in Cte d'Ivoire last year the ground crew took me along for a field day where we went sampling termite mounts West Africa has a lot of ground where the soil they sample is basically a weathered transported mess. One workaround is to let termites https://t.co/2WjcJMViMB During my $ARIC.V site visit" [X Link](https://x.com/PraiseKek/status/2010766740423114865) 2026-01-12T17:32Z [----] followers, [----] engagements "Ranger was a basin-driven structurally focused chemically zoned hydrothermal system where REEs act as diagnostic pathfinders not commodities. I'm enjoying the scientific papers $AGE $DEV $RIO historical datasets and recent exploration data to detect ignored hot zones" [X Link](https://x.com/PraiseKek/status/2011200390839349449) 2026-01-13T22:15Z [----] followers, [----] engagements "$DEV finally appears on the $URA ETF eligibility list ahead of the Jan [--] rebalance. Unconformity-related uranium explorer that recently raised $35m consolidated former $RIO & $AGE tenements and holds multiple large-scale drill-ready targets with more in the pipeline" [X Link](https://x.com/PraiseKek/status/2011904321558815159) 2026-01-15T20:52Z [----] followers, [----] engagements "$DEV geos will be quietly celebrating this newly published 140pg study on Angularli hyperspectral alteration. It confirms older $CCJ work around Nabarlek & improves vectoring for sandstone-covered mineralization. Keep an eye on Leatherhead still untested by Radon Track Etch. Finding these NT uranium geo gems truly makes my day π₯Ή https://t.co/GYeAFxOBO3 Finding these NT uranium geo gems truly makes my day π₯Ή https://t.co/GYeAFxOBO3" [X Link](https://x.com/PraiseKek/status/2012229011196293161) 2026-01-16T18:22Z [----] followers, [----] engagements "$DEV & : A thread on how modern hyperspectral studies confirm earlier work and improve process-based vectoring for uranium mineralization leading to the up-or-downgrading of sandstone-covered exploration targets. /1" [X Link](https://x.com/PraiseKek/status/2012873724861583669) 2026-01-18T13:04Z [----] followers, [----] engagements "$DEV's Leatherhead however sits on a rugged sandstone massif with no road access and will require costly helicopter support for drilling. Field inspections and sampling are essential to define the best drill-ready targets before rigs test what lies beneath the surface. /END" [X Link](https://x.com/PraiseKek/status/2012873908496576814) 2026-01-18T13:05Z [----] followers, [---] engagements "$KSM is still severely overvalued" [X Link](https://x.com/PraiseKek/status/2013342794144764032) 2026-01-19T20:08Z [----] followers, [----] engagements "Matthew discussing $KSM's pump & dump fraud: "I don't like it. I don't think people should be allowed to do it. I think people should be held accountable after the event because I noticed a lot of the directors checked out with a big chunk of change." https://youtu.be/RfAPYriHuvosi=7Ybgy4ylAQ2LvuCC https://youtu.be/RfAPYriHuvosi=7Ybgy4ylAQ2LvuCC" [X Link](https://x.com/PraiseKek/status/2014043357664752114) 2026-01-21T18:32Z [----] followers, [----] engagements "$DEV Quarterly is out. It appears (along strike from Angularli) & (Westmoreland-style) are joining & for planned RC/DD drilling in the '26 dry season. Together these represent 20% of the current prospect pipeline" [X Link](https://x.com/PraiseKek/status/2014061659354959984) 2026-01-21T19:44Z [----] followers, [----] engagements "$KSM What shenanigans do they think they can pull to keep the stock propped up get 1.2M options at $3.71 in the money and stay inside Sprott's $URNJ ETF at the same time Slip toward $0.97 and it's lights out" [X Link](https://x.com/PraiseKek/status/2014435622199398693) 2026-01-22T20:30Z [----] followers, [----] engagements "$CAD / $AUD Quarterly chart. ASX πͺ" [X Link](https://x.com/PraiseKek/status/2014817411803816192) 2026-01-23T21:47Z [----] followers, [----] engagements "For what looks like a very noisy [----] I'll be actively hunting for plausible bear cases and red flags on the mining stocks I own and deliberately tuning out the bullish takes. If you have thoughtful bear theses on $DYL $DEV $GLO $CZR $MI6 please share. Genuinely interested π" [X Link](https://x.com/PraiseKek/status/2015003770321588469) 2026-01-24T10:08Z [----] followers, [----] engagements "Here's my $DEV bear case: they're very actively hunting for a UO MRE/PEA via M&A to expand through drilling or bolt-on satellites around a centralized mill. But if that means diluting shareholders to buy a low-quality deposit it's not accretive it's value destruction. For what looks like a very noisy [----] I'll be actively hunting for plausible bear cases and red flags on the mining stocks I own and deliberately tuning out the bullish takes. If you have thoughtful bear theses on $DYL $DEV $GLO $CZR $MI6 please share. Genuinely interested π https://t.co/MZNKLfqSSt For what looks like a very" [X Link](https://x.com/PraiseKek/status/2015112020622782623) 2026-01-24T17:18Z [----] followers, [----] engagements "$DEV Monthly chart. I'm not π¦ chest-thumping about the 300% bounce off the $0.06 lows over the past [--] months. Everything's gone up. For this move (and the market cap valuation) to hold let alone go much higher $DEV needs to deliver solid exploration and/or M&A results. /1" [X Link](https://x.com/PraiseKek/status/2016543103079911895) 2026-01-28T16:05Z [----] followers, [---] engagements "$NXE Athabasca Chipewyan First Nation filed extensive submissions (100+ pages) urging CNSC to halt Rook I approval over cumulative impacts cancer risk and much more. Their warning: Figuring it out later is not a proven method of minimizing impact. Date: 2026-01-15" [X Link](https://x.com/PraiseKek/status/2016581207656431909) 2026-01-28T18:36Z [----] followers, [----] engagements "$NXE Mikisew Cree First Nation filed a detailed submission stating they were entirely excluded from consultation on Rook I. They warn the EIS & cumulative effects analysis are materially incomplete approving the project without their input breaches the Crown's duty to consult" [X Link](https://x.com/PraiseKek/status/2016585530104758619) 2026-01-28T18:53Z [----] followers, 16.6K engagements "$URNJ included TSX $KSM pump & dump stock down on a very bullish uranium day. π" [X Link](https://x.com/PraiseKek/status/2016596480719471059) 2026-01-28T19:37Z [----] followers, [----] engagements "Yesterday I posted [--] items on recent First Nations submissions to the CNSC related to Rook I. $NXE cultists immediately tried to kill the messenger instead of engaging with information the company hasn't made public. Ill thread it properly this week with new data. You're welcome" [X Link](https://x.com/PraiseKek/status/2016867072777560406) 2026-01-29T13:32Z [----] followers, [----] engagements "I've seen claims that the submissions I posted are late-stage or that the First Nation isn't relevant to Rook I. That ignores the ACFN's 100+ page submission technical reports and active role in reviewing $NXE's EIS. Has anyone actually read their extensive submission Well $NXE Athabasca Chipewyan First Nation filed extensive submissions (100+ pages) urging CNSC to halt Rook I approval over cumulative impacts cancer risk and much more. Their warning: Figuring it out later is not a proven method of minimizing impact. Date: 2026-01-15 https://t.co/HJrSqNYhQf $NXE Athabasca Chipewyan First" [X Link](https://x.com/PraiseKek/status/2016918452447916150) 2026-01-29T16:56Z [----] followers, [----] engagements "For those claiming I only post negative CNSC submissions on $NXE's Rook I relax. The Saskatchewan Roughriders & the Canucks have formally endorsed $NXE's site prep & construction permit Fingers crossed F1 Aston Martin files a positive endorsement next There's still time" [X Link](https://x.com/PraiseKek/status/2016941921655034097) 2026-01-29T18:30Z [----] followers, [----] engagements "Fun fact: The only ones wishing for $NXE and/or $DNN to get permitted for site preparation & construction (not production take note) are the heavily overweighted shareholders. Even the ones with $NXE & $DNN in a balanced portfolio prefer to see their permits denied" [X Link](https://x.com/anyuser/status/2016945804649332951) 2026-01-29T18:45Z [----] followers, [----] engagements "Just to stress the point: even a pro-Rook I pro- $NXE consultant aligns with warnings that Patterson Lake would face cumulative impacts in the event of a uranium boom driven by exploration. If that's the case where does this leave $NXE's PLC and $PDN's PLS Dead in the water Even $NXE's own consultant (Integral Ecology Group) admits (to the CNSC) a clear conflict of interest and still confirms community concerns that a uranium boom around Patterson Lake may not be beneficial citing cumulative effects & long-term risks. Will PLS ever become a mine https://t.co/0DfHI9WLgB Even $NXE's own" [X Link](https://x.com/PraiseKek/status/2016955771074847022) 2026-01-29T19:25Z [----] followers, [----] engagements "Just to underline this: $NXE took the CNSC to court over the amended AMP penalty. The CNSC calmly noted it is entitled to do so but reminded them that regulator relationships are long-term and then publicly slapped them on the wrist. Why on earth would $NXE escalate to court $NXE English River First Nation's written submission to the CNSC formally questions how NXE began mine construction without a license and only paid a $10k AMP. They warn that the amended penalty erodes trust in CNSC oversight and raises ethical concerns. Date: 2026-01-19 https://t.co/2HWrBjDzS7 $NXE English River First" [X Link](https://x.com/PraiseKek/status/2016957444254003470) 2026-01-29T19:31Z [----] followers, [----] engagements "When you join the $NXE Cult you have to drink the Kool-Aid like all the cool kids. $NXE The U.S. Strategic Uranium Reserve isn't just stockpiling. It's a price floor. The government is saying: "We'll buy uranium at incentive prices to ensure domestic/allied supply." Long-term uranium prices are going up. #StrategicReserve #fuel #NuclearPower @leighcuryer $NXE The U.S. Strategic Uranium Reserve isn't just stockpiling. It's a price floor. The government is saying: "We'll buy uranium at incentive prices to ensure domestic/allied supply." Long-term uranium prices are going up. #StrategicReserve" [X Link](https://x.com/PraiseKek/status/2016960526505451909) 2026-01-29T19:43Z [----] followers, [----] engagements "Started off strong ASX small-cap fundie John says he's excited about uranium especially junior explorers that haven't 10-bagged yet He be thinking $DEV right I grab the πΏ and then nothing. ZERO uranium talk. NO ASX explorcos. Crickets. Why no follow-up π Gold & silver developers have already run but John Forwood points to signs that we aint seen nothing yet. Macro tailwinds China buying and capital finally flowing to drill programs big enough to matter. The precious rotation has legs. John's LowellResourcesFund just https://t.co/mpNmI529UH Gold & silver developers have already run but John" [X Link](https://x.com/PraiseKek/status/2017276117816574224) 2026-01-30T16:38Z [----] followers, [----] engagements "@TheGhostOfWayne That's truly a very low attention span post. I never said there's no backing. Nice try though Travis. But you should work harder on your character assassination tactics" [X Link](https://x.com/PraiseKek/status/2017307332133151154) 2026-01-30T18:42Z [----] followers, [---] engagements "New Record of Decision request to protect confidential information accepted by the CNSC prior to the 2nd $NXE Rook I hearing. $NXE Willow Lake Mtis Nation intervention on NexGen Rook [--] requesting that CNSC decline to issue the requested Rook [--] license at this time or defer its decision. Date of submission: 2026/01/21 https://t.co/MPTJ0jILm9 $NXE Willow Lake Mtis Nation intervention on NexGen Rook [--] requesting that CNSC decline to issue the requested Rook [--] license at this time or defer its decision. Date of submission: 2026/01/21 https://t.co/MPTJ0jILm9" [X Link](https://x.com/PraiseKek/status/2017316074077712593) 2026-01-30T19:16Z [----] followers, [----] engagements "I know for a fact that $NXE's Travis McPherson has at least one alternative anonymous account on X (likely more) and has engaged with my account in the past. I won't reveal it I fully respect anonymity. And I genuinely appreciate Travis McPherson's input. True grinder" [X Link](https://x.com/PraiseKek/status/2017333600845217969) 2026-01-30T20:26Z [----] followers, [----] engagements "RC drilling at $DEV's N41 logged traces of tourmaline (dravite) amphibolitised calc-silicates and high-U trench assays along a mineralised fault. Combined with the strongest radon track etch anomalies in the area & minimal depth testing the prospect remains very intriguing" [X Link](https://x.com/PraiseKek/status/2017945412527702269) 2026-02-01T12:57Z [----] followers, [---] engagements "Even if $NXE & $DNN secure site prep & construct. licenses (despite opposition) the scale & volume of follow-up info & commitments required for a prod. license leave virtually [--] margin for error. Their novel strategies would need near-perfect execution or delays are inevitable" [X Link](https://x.com/PraiseKek/status/2017992546744471989) 2026-02-01T16:04Z [----] followers, [----] engagements "Anyone who follows me knows I've been a fierce critic of $NXE and $DNN management and openly skeptical about their ability to execute their projects successfully. Many assume that bias blinds me entirely. What follows is a view that most probably don't expect from me. 1" [X Link](https://x.com/PraiseKek/status/2018358692576366940) 2026-02-02T16:19Z [----] followers, 13.1K engagements "At the same time I'm well aware that giving mining companies too much regulatory rope inevitably invites abuse: undeliverable EIS documents optimistic feasibility studies underestimated risks & projects designed to be flipped post-permitting rather than built responsibly. 9" [X Link](https://x.com/PraiseKek/status/2018358713011089789) 2026-02-02T16:19Z [----] followers, [---] engagements "Which is precisely why I actually want $DNN & $NXE to obtain their site preparation & construction licenses. Today if possible. Because once permitted the CNSC's real power begins. Commitments are enforceable. Monitoring becomes empirical. Desktop models meet reality. 10" [X Link](https://x.com/PraiseKek/status/2018358715221487632) 2026-02-02T16:19Z [----] followers, [----] engagements "@ballsmeep @FjordPhil Bro $PEN did a 20-1 share consolidation [--] months ago lmao" [X Link](https://x.com/PraiseKek/status/2018393310998483297) 2026-02-02T18:37Z [----] followers, [---] engagements "$DEV Excited to see how exploration plans evolve at Leatherhead (granted) and Birraduk (under application). Likely not top priorities given the western massif sandstone tough escarpment and heli-only access but my research points to top-tier potential" [X Link](https://x.com/PraiseKek/status/2018398611168522516) 2026-02-02T18:58Z [----] followers, [---] engagements "$NXE After concluding the multi-day 2nd CNSC public hearing on Rook I the CNSC has a 120-day service standard to release a decision on the site preparation and construction licence unless follow-ups are requested. If none the target deadline is June 12" [X Link](https://x.com/PraiseKek/status/2018411815823118652) 2026-02-02T19:50Z [----] followers, [----] engagements "One of the only serious risks for $NXE at the 2nd public hearing: AFCN explicitly identified by the CNSC as a potentially impacted Indigenous Nation and active in the FIRT EIS review is opposing the licence citing negative cumulative impacts and Treaty rights concerns" [X Link](https://x.com/PraiseKek/status/2018416824031867381) 2026-02-02T20:10Z [----] followers, [----] engagements "Rick Squire of Acorn Capital a geologist with 25+ years across mining exploration and mineral research shares a view with Tribeca's Guy Keller: their preferred uranium explorer for [----] is $DEV DevEx Resources targeting large-scale discoveries in the Northern Territory" [X Link](https://x.com/PraiseKek/status/2018686913100579160) 2026-02-03T14:04Z [----] followers, [----] engagements "Update: CNSC has now added WLMN expert evidence to the official record ahead of the Feb hearing showing it was aware of this dispute and factored it into its licensing review. Insulation WLMN took $NXE & $PDN to the Federal Court in June [----]. The case remains before the court. $NXE Willow Lake Mtis Nation intervention on NexGen Rook [--] requesting that CNSC decline to issue the requested Rook [--] license at this time or defer its decision. Date of submission: 2026/01/21 https://t.co/MPTJ0jILm9 $NXE Willow Lake Mtis Nation intervention on NexGen Rook [--] requesting that CNSC decline to issue the" [X Link](https://x.com/PraiseKek/status/2018736464754774334) 2026-02-03T17:20Z [----] followers, [----] engagements "$KSM (No joke π)" [X Link](https://x.com/PraiseKek/status/2018743355438731463) 2026-02-03T17:48Z [----] followers, [----] engagements "$LSA under Tim Goyder acquires the New Waverley gold project largely undrilled below 50m targeting growth into a mineable resource. $DEV remains a 25% holder post-deal. Is Goyder replaying the $MI6 Bullabulling playbook with $DEV along for the ride β€ the optionality" [X Link](https://x.com/PraiseKek/status/2018957988963496120) 2026-02-04T08:01Z [----] followers, [----] engagements "Tim Goyder's playbook: back explorers drill hard study overlooked assets. When mispriced projects surface pivot fast from explorer to developer and scale. Makes you wonder about $DEV . In AUS uranium non-ISR options are scarce with Angularli or Westmoreland standing out. $LSA under Tim Goyder acquires the New Waverley gold project largely undrilled below 50m targeting growth into a mineable resource. $DEV remains a 25% holder post-deal. Is Goyder replaying the $MI6 Bullabulling playbook with $DEV along for the ride β€ the optionality. https://t.co/zmjiCXQcxu $LSA under Tim Goyder acquires the" [X Link](https://x.com/PraiseKek/status/2018962793584853287) 2026-02-04T08:20Z [----] followers, [----] engagements "@CxuAsx Being an Europoor invested in ASX companies I thank the person responsible for yesterday's interest rate hike and hope that at least another one is inevitable. With a bit of luck the EU fudges with its own inflation data and decides to cut rates as a cherry on top" [X Link](https://x.com/PraiseKek/status/2018996638166163548) 2026-02-04T10:34Z [----] followers, [---] engagements "A quick thread on $NXE's CNSC public hearing focused on the operational experience of its directors and how historical resumes are (or aren't) presented to a life-cycle nuclear regulator. (Some may be surprised by how this one ends on a positive note πΈ) 1/20" [X Link](https://x.com/PraiseKek/status/2019121616073158998) 2026-02-04T18:51Z [----] followers, [----] engagements "$NXE CEO Leigh Curyer presents himself to the CNSC Commission as having experience through production & closure. Unless I missed something his documented uranium roles did not take him as an employee through mine production or closure let alone as a CEO or key director. 2/20" [X Link](https://x.com/PraiseKek/status/2019121619940335628) 2026-02-04T18:51Z [----] followers, [---] engagements "Leigh Curyer's history is largely in corporate development & finance. He was involved with Honeymoon in earlier phases a project later reworked (with significant hurdles) by $BOE. He has also held minor roles at $AGE & $DEV. None took him through mine production or closure. 3/20" [X Link](https://x.com/PraiseKek/status/2019121623807471924) 2026-02-04T18:51Z [----] followers, [---] engagements "Let's switch focus to $NXE's pre-license compliance history with the CNSC. In Q4 [----] NexGen received an AMP after CNSC found misrepresentation of its site activities noting this provided NXE with a competitive and economic benefit over peers seeking similar approvals. 4/20" [X Link](https://x.com/PraiseKek/status/2019121628169531638) 2026-02-04T18:51Z [----] followers, [---] engagements "During the December '25 Commission hearing the CNSC confirmed that at $NXE's request it reviewed both the facts & AMP amount. The Commission upheld the facts of the violation but reduced the penalty. $NXE then sought judicial review before Federal Court. Wait what Why 5/20" [X Link](https://x.com/PraiseKek/status/2019121632846180500) 2026-02-04T18:51Z [----] followers, [----] engagements "Let me get this straight. You work with regulators for years to permit a major uranium project and create shareholder value. You get an AMP reduced after review yet still take the Commission to Federal Court. Why choose confrontation over acceptance at that stage Why 6/20" [X Link](https://x.com/PraiseKek/status/2019121636180652418) 2026-02-04T18:51Z [----] followers, [---] engagements "The Commission President stressed that the CNSC is a lifecycle regulator. Licensing is the start not the end of the relationship with $NXE. He said he has no issue with being taken to court but hopes for a better and more productive working relationship going forward. 7/20" [X Link](https://x.com/PraiseKek/status/2019121639460663465) 2026-02-04T18:51Z [----] followers, [---] engagements "Returning to experience. Commission Member Remenda noted the CNSC Staff CMD stated no operational experience. While acknowledging that $NXE has technical subject matter experts she asked for an overview of the organization's operational experience across the business. 8/20" [X Link](https://x.com/PraiseKek/status/2019121643038339359) 2026-02-04T18:51Z [----] followers, [---] engagements "What followed was $NXE's Curyer & Moger acknowledging that NXE itself has no operational experience while arguing that individual management & employees do. Moger also cited non-uranium experience which NXE views as an added opportunity for lessons learned from other areas. 9/20" [X Link](https://x.com/PraiseKek/status/2019121646456696839) 2026-02-04T18:51Z [----] followers, [---] engagements "Commission Member Remenda then asked Luke Moger about tailings expertise. $NXE's Luke clarified Specific to the tailings themselves and Remenda confirmed "Yes." Luke then pointed to Bernie Ting and Nico as experts on the cementitious paste materials. And that's it. 10/20" [X Link](https://x.com/PraiseKek/status/2019121651997458492) 2026-02-04T18:51Z [----] followers, [---] engagements "Here is my take. By this point $NXE team members had introduced themselves and proudly highlighted their mining experience some even polishing their resumes. Yet Luke Moger had not cited any personal expert or operational experience of his own during this exchange. Why 11/20" [X Link](https://x.com/PraiseKek/status/2019121655273165251) 2026-02-04T18:51Z [----] followers, [---] engagements "This brings me back to an older much-criticized thread I once posted. Some said it was not material. Others said I was smearing a young guy over nothing. Maybe they were right even though it was never my intention. Let's revisit this with fresh eyes and more experience. 12/20" [X Link](https://x.com/PraiseKek/status/2019121657491910760) 2026-02-04T18:51Z [----] followers, [---] engagements "First I'll give anyone who hasn't read it yet time to do so. Keep in mind this was me a few years ago barely two years into my mining sector journey. It's not an excuse though and I still maintain that the risk to $NXE was probably too high. 13/20 https://x.com/PraiseKek/status/1788575398109892756s=20 $NXE Skeletons in the Closet 1/25 πΈ In this thread I'll share my initial findings on a matter related to @NexGenEnergy_. I'll provide facts make assumptions and draw some connections. Please note that Im not a mining engineer or an environmental regulatory expert. DYOR. https://t.co/e1xsDduInj" [X Link](https://x.com/PraiseKek/status/2019121659622609298) 2026-02-04T18:51Z [----] followers, [---] engagements "Done Ok let's revisit this today. In that context it makes sense why Luke Moger avoided discussing any personal tailings history right These hearings are closely watched by the uranium sector First Nations and anti-nuclear groups alike. Lots of eyes. 14/20" [X Link](https://x.com/PraiseKek/status/2019121661954470272) 2026-02-04T18:51Z [----] followers, [---] engagements "It suggests to me that what some critics once dismissed as immaterial may matter more than assumed. $NXE & Moger appear cautious about public perception choosing not to raise this history. In my view that restraint may have missed an opportunity to address it directly. 15/20" [X Link](https://x.com/PraiseKek/status/2019121664064385125) 2026-02-04T18:51Z [----] followers, [---] engagements "Luke could have used that moment to clearly acknowledge his experience at Mount Polley the worst tailings disaster in Canadian history. Especially given reporting that he raised internal concerns about tailings risks years before the failure. 16/20 https://x.com/PraiseKek/status/1788575523964158019s=20 18/25 A news article reported that Minutes from a [----] liaison committee meeting show that Luke Moger warned that water in the TSF tailings storage facility will reach a point of geotechnical instability in two to three years if not addressed. Link: https://t.co/AuoP9cKUIq" [X Link](https://x.com/PraiseKek/status/2019121667143032932) 2026-02-04T18:51Z [----] followers, [---] engagements "$NXE & Luke Moger could have flipped this entirely. By openly citing Mount Polley they could have framed themselves as uniquely qualified to deploy a new uranium tailings method precisely because of that experience. That approach would have fully defused my old criticism. 17/20" [X Link](https://x.com/PraiseKek/status/2019121670565531775) 2026-02-04T18:51Z [----] followers, [---] engagements "But they didn't. Curyer leaned into an inflated resume while Luke Moger downplayed his past or avoided mentioning it when not required. All legal nothing improper. But in my view it was a missed opportunity and suggests some hesitation about openly owning past decisions. 18/20" [X Link](https://x.com/PraiseKek/status/2019121672843071698) 2026-02-04T18:51Z [----] followers, [---] engagements "Theres still time. Next week $NXE faces its 2nd hearing where some parties will oppose Rook I. That may be the best moment for Luke to openly acknowledge his past tailings experience and how it shaped his ability to foresee & manage risk as the VP environment & licensing. 19/20" [X Link](https://x.com/PraiseKek/status/2019121675988881671) 2026-02-04T18:51Z [----] followers, [---] engagements "The CNSC values transparency as the Commission President noted when discussing the violation & AMP. Luke Moger is $NXE's main CNSC liaison. With UGTMF uncertainties still open an honest disclosure framed positively would likely be welcomed by the regulator not punished. 20/20" [X Link](https://x.com/PraiseKek/status/2019121680522834262) 2026-02-04T18:51Z [----] followers, [---] engagements "Germany vs. $KSM" [X Link](https://x.com/PraiseKek/status/2019160308959318361) 2026-02-04T21:25Z [----] followers, [----] engagements "I've requested the court filings for both Federal Court cases with a particular focus on the CNSC-related judicial review. Especially interested in the underlying documents and reasoning in the $NXE vs. CNSC case. During the December '25 Commission hearing the CNSC confirmed that at $NXE's request it reviewed both the facts & AMP amount. The Commission upheld the facts of the violation but reduced the penalty. $NXE then sought judicial review before Federal Court. Wait what Why 5/20 https://t.co/bwHTcBUQV4 During the December '25 Commission hearing the CNSC confirmed that at $NXE's request it" [X Link](https://x.com/PraiseKek/status/2019474530062762138) 2026-02-05T18:13Z [----] followers, [----] engagements "Found my weekend read. I'll share an unbiased analysis after finishing it including criticism where warranted. It opens with something I've openly suspected for some time but a professional short report must deliver substantiation and verifiable evidence. Will read tomorrow. We are short NexGen Energy Ltd $NXE. We believe NPV of $NXE's Rook I project is overstated 43% to 62%. $NXE's 29.7M lbs. production is impossible and $NXE is ultimately an insider enrichment scheme with substantial downside. Full report now available https://t.co/4MDshx5BeT We are short NexGen Energy Ltd $NXE. We believe" [X Link](https://x.com/PraiseKek/status/2019807947069780247) 2026-02-06T16:18Z [----] followers, [----] engagements "Love watching the $NXE cult try to debunk a short report (which I haven't even read yet) based on blind trust in the firms behind the feasibility studies. I've shown before that some engineering consultants tied to $NXE & $DNN were involved in Mount Polley & Trekkopje scandals" [X Link](https://x.com/PraiseKek/status/2019843423537389930) 2026-02-06T18:39Z [----] followers, [----] engagements "Watching this movie tonight to get the right feel for pushing back against a superior cult machine that pushed me out of certain circles claiming I'm blinded by hate and that $NXE and Leigh can't fail purely because of the supposed quality of its deposit" [X Link](https://x.com/PraiseKek/status/2019867870499598774) 2026-02-06T20:16Z [----] followers, [----] engagements "@BaystGuy @smallcapsteve @CulperResearch Tell me why it's rubbish. I'll allow spoilers tonight" [X Link](https://x.com/PraiseKek/status/2019884580157673503) 2026-02-06T21:23Z [----] followers, [--] engagements "I might just wait a day or two to read all the $NXE cult rebuttals before actually reading the short report for myself. Seems like a more creative and entertaining exercise" [X Link](https://x.com/PraiseKek/status/2019886796968972732) 2026-02-06T21:31Z [----] followers, [----] engagements "@smallcapsteve @BaystGuy @CulperResearch I've seen this too including horribly lazy short reports with clearly opportunistic execution. But have you on your own genuinely countered all of the bear points At least enough to re-test and refresh your own bull thesis" [X Link](https://x.com/PraiseKek/status/2019897460676579696) 2026-02-06T22:14Z [----] followers, [--] engagements "@OhneHarry Yes that's nothing out of the ordinary and it's all I read so far. I'm making coffee now and I will read the full report in a bit" [X Link](https://x.com/PraiseKek/status/2020069892150477244) 2026-02-07T09:39Z [----] followers, [--] engagements "$UEC drummed [--] cans of yellowcake in [----] (41k lbs $3.5M @ spot) and sold 810k lbs (900 drums for $66M revenue) from inventory into the spot market. The company now plans to reward directors via an S-8 for 6M shares under the [----] incentive plan ($96M at current prices). $UEC [----] stock incentive plan #uranium #utwits https://t.co/ACgN6NE9hv #open_secret Friday night awareness $UEC [----] stock incentive plan #uranium #utwits https://t.co/ACgN6NE9hv #open_secret Friday night awareness" [X Link](https://x.com/PraiseKek/status/2020080489089102050) 2026-02-07T10:21Z [----] followers, [----] engagements "@Strathmoreplus When will you guys pivot to copper or gold" [X Link](https://x.com/PraiseKek/status/2020125535741894967) 2026-02-07T13:20Z [----] followers, [---] engagements "@urani_umm The same can be said about NXE" [X Link](https://x.com/PraiseKek/status/2020131291014811855) 2026-02-07T13:43Z [----] followers, [---] engagements "@StevenM65425645 You dont have to look at it that way at all. Even if the short report has merit it would likely take years for the thesis to play out. Shorting it before that happens is suicidal. The stock could still run 100% 200% or more because markets don't care about LT theories" [X Link](https://x.com/PraiseKek/status/2020132081951445019) 2026-02-07T13:46Z [----] followers, [---] engagements "@Pigsapple113320 You are misreading it. The report isn't claiming there's no uranium below. It claims every technical assumption was pushed to the legal limit to present a best-case NPV. That's what I mean by the short report accusing NXE of being a technically legal Bre-X-ish (ish) scheme."" [X Link](https://x.com/PraiseKek/status/2020133544908013571) 2026-02-07T13:52Z [----] followers, [---] engagements "@cameconews @DLeBlancNB Did you guys discuss increasing uranium sales to China as a diversification" [X Link](https://x.com/PraiseKek/status/2020157582862663773) 2026-02-07T15:27Z [----] followers, [---] engagements "Canada's minister for CanadaUS relations discussed diversifying export markets for Canada's world-class uranium with $CCJ's Tim Gitzel. Hard to imagine China didn't come up more than once as the obvious diversification destination. Will Carney use the uranium lever on Trump This morning I met with Camecos CEO Tim Gitzel. As one of Canadas largest uranium producers Cameco is a leading partner in positioning Canada as an energy superpower. Canadas new government is catalyzing that potential by scaling up our nuclear energy generation capacity https://t.co/LNxPJ1HXhD This morning I met with" [X Link](https://x.com/PraiseKek/status/2020161279168500214) 2026-02-07T15:42Z [----] followers, [----] engagements "I need to independently verify Culper's key un-nesting examples by reviewing the underlying Arrow sample-level assay tables not just headline drill intervals in press releases. That requires pulling provincial assessment data and will take time since I've never used it before. I'm only a few pages in and I've already spotted minor data errors and one conclusion I fundamentally disagree with. But calling this a lazy short report is wrong. I'm clearing my schedule; the accusations of a technically legal Bre-X-ish scheme deserve my full autistic focus. I'm only a few pages in and I've already" [X Link](https://x.com/PraiseKek/status/2020171087422869695) 2026-02-07T16:21Z [----] followers, [----] engagements "Culper's $NXE short thesis' core centers on un-nesting assays & how mining economics change if mineralization is nuggety high-grade pods with weaker continuity. Corporate governance critiques are used to support the plausibility of "legally" pushing data to inflate NPVs. 1/3" [X Link](https://x.com/PraiseKek/status/2020180403848638755) 2026-02-07T16:58Z [----] followers, [----] engagements "Any serious rebuttal has to address the report's A2-HG claims. Culper writes that $NXE Rook's economics live & die on realizable grades from the A2-HG zone but his short thesis also lives or dies on those same A2-HG assumptions. A2-HG is the fulcrum of the entire argument. 2/3" [X Link](https://x.com/PraiseKek/status/2020180406545567744) 2026-02-07T16:58Z [----] followers, [----] engagements "So I'll mainly focus there because I have already addressed corporate governance for years. But I'm not a mining engineer so it'll take a few days. Also February is packed with CNSC hearings & opposition for $NXE ROOK starting next week. I need to clone myself asap. 3/3" [X Link](https://x.com/PraiseKek/status/2020180410202808563) 2026-02-07T16:58Z [----] followers, [----] engagements "@zhc002 It's a point I disagree with it's not a poison pill it's a premium protection pill because the board debt issuers & mngmt all want to sell the asset but protect their multi-million cash out premium fees from lowball bids. Rook I will be sold because if not Leigh will hang" [X Link](https://x.com/PraiseKek/status/2020181182801903870) 2026-02-07T17:01Z [----] followers, [---] engagements "@toiletkingcap @SoveyX Absolute savages those who flush with lid raised" [X Link](https://x.com/PraiseKek/status/2020235526490485199) 2026-02-07T20:37Z [----] followers, [---] engagements "Saskatchewan's GeoAtlas is clunkier than NT's Geoscience & GEMIS but Im enjoying learning it and digging through old $NXE records. Early checks challenge Culper's QA/QC insinuations but more verification is needed. Next up: raw assay tables. Will this short report get debunked" [X Link](https://x.com/PraiseKek/status/2020262850304831610) 2026-02-07T22:26Z [----] followers, [----] engagements "@Mark_IKN FAFO'd" [X Link](https://x.com/PraiseKek/status/2020429396964950503) 2026-02-08T09:28Z [----] followers, [---] engagements "$NXE un-nesting of assays fully checks out on the [--] drill holes Culper selected. I am now working toward a broader population test across many additional holes. In parallel it is time to read Matthew Batty's '23 masters thesis to assess how diverse risks might stack up later on" [X Link](https://x.com/PraiseKek/status/2020517456066806005) 2026-02-08T15:17Z [----] followers, [---] engagements "Culper's $NXE short cites multiple anonymous industry sources: 1040yr+ uranium veterans operators & mining engineers. If true that's a deep bench for such a niche sector. Raises a fair question: Are professional sector veterans growing tired of $NXE's unrealistic overhyping" [X Link](https://x.com/PraiseKek/status/2020537730950668337) 2026-02-08T16:38Z [----] followers, [----] engagements "Any $NXE bull posting a rebuttal on Culpers short report please tag me or make me aware. Much appreciated π" [X Link](https://x.com/PraiseKek/status/2020599994592694499) 2026-02-08T20:45Z [----] followers, [----] engagements "Hard to believe how clunky this still is. The Saskatchewan GeoAtlas raw assay file for $NXE's [----] summer drilling program (Appendix 4) is bugged; the download pop-up doesn't work. I'll have to request a ZIP by mail. SEDAR SEDI GeoAtlas all quirky 1980's websites lol" [X Link](https://x.com/PraiseKek/status/2020931660871516599) 2026-02-09T18:43Z [----] followers, [----] engagements "@Mark_IKN @TheWealthMiner Se pilla antes al mentiroso que al cojo" [X Link](https://x.com/PraiseKek/status/2020955732729004234) 2026-02-09T20:19Z [----] followers, [---] engagements "@HorribleDisgust The opposition comes in the following days. CNSC sticks with their assessment for both DNN & NXE and it will depend on the "Crown" which will likely approve with conditions. I hope. I want to see them get started already. It's time for the moment of technical real-life truth" [X Link](https://x.com/PraiseKek/status/2021141731794649375) 2026-02-10T08:38Z [----] followers, [---] engagements "Culper's $NXE short reads like Homer's poems many voices stitched into one. This raises the question: did the scribe seek out those voices did the voices push him to write or did they all coincidentally converge in time & space Which voice delivered the technical critique" [X Link](https://x.com/PraiseKek/status/2021165041303589075) 2026-02-10T10:11Z [----] followers, [----] engagements "I'll need a few more days before sharing my non-expert but holistic analysis of Culper's $NXE short. Some technical points have merit while others are used to overreach. He also omits factors that matter especially when stacking risks which I'll cover in my upcoming PDF report" [X Link](https://x.com/PraiseKek/status/2021166057512202433) 2026-02-10T10:15Z [----] followers, [----] engagements "At the CNSC $NXE hearing Birch Narrow Dene Nation said many risks from Rook I remain unassessable today especially regional cumulative impacts from yet-undeveloped projects. This is where Leigh Curyer outsmarted his competition: securing Mtis support to oppose $PDN PLS permit" [X Link](https://x.com/PraiseKek/status/2021252584145662142) 2026-02-10T15:59Z [----] followers, [----] engagements "English River Dene Nation's Cheyenna Hunt π a very sharp leader focused on $NXE & CNSC over the AMP violation. She raised serious $NXE ethical concerns openly suggested Rook I will be sold (slipped laughed) and asked whether a future buyer would be held responsible. Brutal" [X Link](https://x.com/PraiseKek/status/2021263703165849867) 2026-02-10T16:43Z [----] followers, [----] engagements "Leigh Curyer went into defense mode downplaying the fact that $NXE is taking the CNSC to Federal Court framing it as seeking clarification (false) on the AMP rather than owning it. Travis (ignorantly) intervened and made it worse. Luke Moger wisely tried to smooth it down. English River Dene Nation's Cheyenna Hunt π a very sharp leader focused on $NXE & CNSC over the AMP violation. She raised serious $NXE ethical concerns openly suggested Rook I will be sold (slipped laughed) and asked whether a future buyer would be held responsible. Brutal. https://t.co/knHVTOlxYC English River Dene" [X Link](https://x.com/PraiseKek/status/2021266901058322646) 2026-02-10T16:55Z [----] followers, [----] engagements "@HorribleDisgust How about Denison Mines Is Cates also working against NXE from behind the shadows The fact is $NXE promoted being further ahead than competitors during TD Bank conferences to attract investors vs. peers as per the CNSC violation" [X Link](https://x.com/PraiseKek/status/2021287613668511886) 2026-02-10T18:18Z [----] followers, [---] engagements "@HorribleDisgust They literally started site preparation without a license and promoted this to the investment community to gain a competitive advantage. I think the AMP amount is very petty when compared to the violation. The fine should have been $5M at minimum" [X Link](https://x.com/PraiseKek/status/2021290275432284656) 2026-02-10T18:28Z [----] followers, [---] engagements "@HorribleDisgust That's an apples-and-oranges comparison. The DFC has (with solid hindsight reasons) delayed the credit committee decision multiple times in the last [--] years. Global Atomic was forced to continue development because the mining license was already issued and the clock was ticking" [X Link](https://x.com/PraiseKek/status/2021292437348680022) 2026-02-10T18:37Z [----] followers, [---] engagements "$NXE Patrick Burton Director of the Uranium Mines and Mills Division at the CNSC slipped up: (+-) Remember today is about the site preparation and construction license. We're not assessing a production license yet; that's still [--] to [--] years away. lmaoo" [X Link](https://x.com/PraiseKek/status/2021295959473287235) 2026-02-10T18:51Z [----] followers, [----] engagements "@HorribleDisgust It's not about the investors; this is not a misleading step towards investors it is a straight lie to the Canadian Nuclear Regulator and all the stakeholders that expect NXE to be honest and ethical like all those First Nations. Instead NXE takes the CNSC to Federal Court now" [X Link](https://x.com/PraiseKek/status/2021296406300885178) 2026-02-10T18:53Z [----] followers, [---] engagements "$DEV quarterly vs weekly chart. On the weekly the green line = the [---] EMA. A$155M market cap A$40M cash. Expensive Maybe but unconformity-style uranium greenfield exploration drilling starts in May. And with Tim Goyder at the helm surprise M&A is always on the table" [X Link](https://x.com/PraiseKek/status/2021302894910124231) 2026-02-10T19:18Z [----] followers, [----] engagements "Willow Lake Mtis Nation took $NXE & $PDN to the Federal Court over alleged Crown failures to fulfill its duty to consult. On Nov [--] '25 WLMN filed a discontinuance with consent of $NXE a strategic withdrawal to avoid dismissal & preserve arguments for today's CNSC hearing" [X Link](https://x.com/PraiseKek/status/2021609478731292861) 2026-02-11T15:37Z [----] followers, [----] engagements "I have nostalgic memories of my GenX childhood happily wrestling with buggy software and clunky websites. But today I wish Canadian institutions providing critical public data had grown out of their own GenX-era infrastructure" [X Link](https://x.com/PraiseKek/status/2021611012332441754) 2026-02-11T15:43Z [----] followers, [----] engagements "We should approve Rook I so that First Nations from La Loche can finally visit Walmart" [X Link](https://x.com/PraiseKek/status/2021618324409573441) 2026-02-11T16:12Z [----] followers, [----] engagements "Culper's $NXE short unnested [--] drill hole assays to argue mineralization is nuggety & pod-dependent. What surprises me is that he included a snapshot of but didn't apply the same un-nesting test to the summer [----] holes where $NXE highlighted long high-grade U intercepts" [X Link](https://x.com/PraiseKek/status/2021638360192934174) 2026-02-11T17:31Z [----] followers, [----] engagements "This is the most serious uranium bear case I have seen so far. Ex-prince Andrew suggested uranium investments to Epstein: BBC https://t.co/rWuFgDWwun Ex-prince Andrew suggested uranium investments to Epstein: BBC https://t.co/rWuFgDWwun" [X Link](https://x.com/PraiseKek/status/2021682374136701269) 2026-02-11T20:26Z [----] followers, 10.2K engagements "Working on a workaround for the large $NXE raw assay ZIP downloads that keep failing. Saskatchewan's site flagged the activity via Radware Cloud Services and effectively firewalled me β Changing IP didn't help. I'm letting it cool off for a few hours before retrying" [X Link](https://x.com/PraiseKek/status/2021966355772149873) 2026-02-12T15:15Z [----] followers, [---] engagements "$CZR reports initial assays from its [----] Top Camp drill program. The Hemi-look-alike discovery punters appear to have exited pushing the stock back toward book value ($67M cash). More assays pending with further drilling set to begin in March across multiple projects" [X Link](https://x.com/PraiseKek/status/2021981909329621144) 2026-02-12T16:17Z [----] followers, [----] engagements "$U.UN Quarterly" [X Link](https://x.com/PraiseKek/status/2022033311871475779) 2026-02-12T19:41Z [----] followers, [----] engagements "@chainlink @Polymarket @dmoses34 when will you invite Sergey Nazarov for an interview" [X Link](https://x.com/PraiseKek/status/2022350834026082479) 2026-02-13T16:43Z [----] followers, [---] engagements "@Tenchi__Sama @chainlink @Polymarket @dmoses34 Sir I'm on a choink holiday remember Will chime in by the end of this month" [X Link](https://x.com/PraiseKek/status/2022358021406642450) 2026-02-13T17:11Z [----] followers, [--] engagements "@jonathan_groth @JSmith8286 Fair points. But claiming it's eating DYL's lunch is a stretch. CNNC is eating BMN shareholders' lunch here but at least it guarantees them half a sandwich. Which is better than a possible famine I guess" [X Link](https://x.com/PraiseKek/status/2022598668109369736) 2026-02-14T09:07Z [----] followers, [--] engagements "I'm only a few pages in and I've already spotted minor data errors and one conclusion I fundamentally disagree with. But calling this a lazy short report is wrong. I'm clearing my schedule; the accusations of a technically legal Bre-X-ish scheme deserve my full autistic focus. We are short NexGen Energy Ltd $NXE. We believe NPV of $NXE's Rook I project is overstated 43% to 62%. $NXE's 29.7M lbs. production is impossible and $NXE is ultimately an insider enrichment scheme with substantial downside. Full report now available https://t.co/4MDshx5BeT We are short NexGen Energy Ltd $NXE. We" [X Link](https://x.com/PraiseKek/status/2020099618533409148) 2026-02-07T11:37Z [----] followers, 13.4K engagements "$BMN have signed a Strategic Financing with Leading Global Integrated Nuclear Utility CNNC β This attractive long-term development and operating joint venture delivers Etango construction funding fully market-priced offtake arrangements and strategic partnership. We look https://t.co/QlDzHVvQa1 $BMN have signed a Strategic Financing with Leading Global Integrated Nuclear Utility CNNC β This attractive long-term development and operating joint venture delivers Etango construction funding fully market-priced offtake arrangements and strategic partnership. We look https://t.co/QlDzHVvQa1" [X Link](https://x.com/PraiseKek/status/2021899017480024416) 2026-02-12T10:47Z [----] followers, [----] engagements "Sergey Nazarov is the Jeff Bezos of our era the Steve Jobs of the new financial system. Ive believed this since [----] and [----] has only exceeded my expectations. Whats coming next will be bigger while 99% of Fintwit as usual remains completely in the dark. I'm excited. Sergey Nazarov is the Jeff Bezos of our era the Steve Jobs of the new financial system. Ive believed this since [----] and [----] has only exceeded my expectations. Whats coming next will be bigger while 99% of Fintwit as usual remains completely in the dark. I'm excited" [X Link](https://x.com/PraiseKek/status/2022224626844332279) 2026-02-13T08:21Z [----] followers, [----] engagements "@RaymondDuck6 I've been convincing myself not to go all in on $DEV since it was hovering around $0.07 and so far my decision to remain diversified has been the wrong one (in the short term)" [X Link](https://x.com/PraiseKek/status/2022408620252745777) 2026-02-13T20:32Z [----] followers, [---] engagements "I love Antonio's "new" not so new format of presenting his interviews. This is by far the top-tier mining company CEO interview podcast in the space. There's a simple reason for this: gingers have no soul and are highly autistic by nature. Very deadly forensic combination. You dont need to be a geologist to get value out of core. You just need a few anchor questions. However geologists get excited about everything. So just listening to their answers isn't all that either. Thats not a moral failing btw its literally the job. A geologist https://t.co/yLJcIHfOv5 You dont need to be a geologist" [X Link](https://x.com/PraiseKek/status/2022411498048667696) 2026-02-13T20:44Z [----] followers, [----] engagements "@rekurencja @hchris999 Cameco has [---] million known lbs left for sale. Lmao. Let alone whatever they will be able to discover additionally or known projects to buy out at a discount once these are undeveloped due to inexperience or distress. They are the only experienced uranium operator at scale" [X Link](https://x.com/PraiseKek/status/2022769357617512765) 2026-02-14T20:26Z [----] followers, [---] engagements "$NXE Financial Shenanigansπ© Introduction Thread 1/19 A preview of my upcoming deep dive into $NXE's potential financial tricks technical hurdles and unique risks. We begin with a low-hanging fruit: Management compensationπ© The full report will be released in due time" [X Link](https://x.com/PraiseKek/status/1762923331009859881) 2024-02-28T19:30Z [----] followers, 154.6K engagements "Exposing #FinancialShenanigansπ© In the #Uranium β Sector ****** Pinned Threads: $GREN Madison Metalsπ© 90-post 𧡠$FUU π© 21-post 𧡠$SUU π© 50-post 𧡠$NXE π© 19-post Intro𧡠https://x.com/PraiseKek/status/1762923331009859881s=20 https://x.com/PraiseKek/status/1761104189772464195s=20 https://x.com/PraiseKek/status/1754162562172629231s=20 https://x.com/PraiseKek/status/1735018490782732318s=20 $NXE Financial Shenanigansπ© Introduction Thread 1/19 A preview of my upcoming deep dive into $NXE's potential financial tricks technical hurdles and unique risks. We begin with a low-hanging fruit:" [X Link](https://x.com/PraiseKek/status/1763246836653945266) 2024-02-29T16:56Z [----] followers, 134.7K engagements "Sergey Nazarov is the Jeff Bezos of our era the Steve Jobs of the new financial system. Ive believed this since [----] and [----] has only exceeded my expectations. Whats coming next will be bigger while 99% of Fintwit as usual remains completely in the dark. I'm excited. Watch the full interview: https://t.co/1EzTnP3kMB Watch the full interview: https://t.co/1EzTnP3kMB" [X Link](https://x.com/PraiseKek/status/1961844721199809003) 2025-08-30T17:33Z [----] followers, [----] engagements "The $LGO boys & girls can thank @TRAVmoneyofmine for this. At least he warned you on time π" [X Link](https://x.com/PraiseKek/status/2021992664552681776) 2026-02-12T16:59Z [----] followers, 10.9K engagements "I suspect Culper only unnested [--] $NXE raw assay holes because he couldn't retrieve the full datasets from the Saskatchewan database. I've been wrestling with it as well but I may have found a real workaround. I will present 100+ drill holes for a broader less selective review. We are short NexGen Energy Ltd $NXE. We believe NPV of $NXE's Rook I project is overstated 43% to 62%. $NXE's 29.7M lbs. production is impossible and $NXE is ultimately an insider enrichment scheme with substantial downside. Full report now available https://t.co/4MDshx5BeT We are short NexGen Energy Ltd $NXE. We" [X Link](https://x.com/PraiseKek/status/2022346637612609877) 2026-02-13T16:26Z [----] followers, [----] engagements "So $BMN sold 45% Etango to China just to rush financing of CAPEX as if it couldn't secure proper debt financing because of a military coup and $BMN shareholders are trying to convince me that this is a 10/10 move and the company is eating $DYL's lunch I'm a bit confused" [X Link](https://x.com/PraiseKek/status/2022357401093964144) 2026-02-13T17:09Z [----] followers, [----] engagements "No hate toward $BMN/Etango. But it has moved too fast as many others have. Patience rewards the disciplined. $BMN is a one-trick pony while $DYL is a multi-project multi-jurisdictional play. Even if Tumas takes a similar path (Borshoff's exit) $DYL is still the better play. So $BMN sold 45% Etango to China just to rush financing of CAPEX as if it couldn't secure proper debt financing because of a military coup and $BMN shareholders are trying to convince me that this is a 10/10 move and the company is eating $DYL's lunch I'm a bit confused. https://t.co/Tmin1ajYxd So $BMN sold 45% Etango to" [X Link](https://x.com/PraiseKek/status/2022401492901322906) 2026-02-13T20:04Z [----] followers, [----] engagements "@HuxleyMick @SilverCrisis405 @GitzelsGreen If it would be up to me there's only one place he should naturally pop up: $DEV ARUP. His previous playground when he was employed geo at Uranerz and his favorite Big Sleeper playground when CEO at $DYL. Secondary role but still involved in finding his new & preferred Ranger" [X Link](https://x.com/PraiseKek/status/2022427220489413097) 2026-02-13T21:46Z [----] followers, [---] engagements "@PhuketPotato Yes $BMN is derisked now. So it will still do very well π" [X Link](https://x.com/PraiseKek/status/2022600301929169136) 2026-02-14T09:14Z [----] followers, [---] engagements ""You only get one chance at selling new uranium capacity and to monetize it." Grant Isaac" [X Link](https://x.com/PraiseKek/status/2022761797116129787) 2026-02-14T19:56Z [----] followers, [----] engagements "@hchris999 I understand and I used to be more critical of Grant for bashing the developers but my view has changed on that. Cameco is saving the best for last. Quite funny how Grant addressed the McArthur River hiccups. Quite telling" [X Link](https://x.com/PraiseKek/status/2022766278541271218) 2026-02-14T20:13Z [----] followers, [---] engagements "@hchris999 @PauloMacro Yes. Grant is literally saying "We won't play the hero; we won't try to solve those issues unless we get better terms. Until then we will slowly address them but don't expect any solution soon let alone any ramp-up from this mine. Utilities: Who cares Rook I will solve it" [X Link](https://x.com/PraiseKek/status/2022768486641021067) 2026-02-14T20:22Z [----] followers, [---] engagements "@Mining_Monsters @YellowLabLife I already verified those as I mentioned previously ( a few days ago) and they check out but you also need to nuance the selective Culper test and outcome. I'm now foing a broader population test across 100+ economic intervals. Takes time" [X Link](https://x.com/PraiseKek/status/2023132176422953447) 2026-02-15T20:27Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PraiseKek Praise κeK
Praise κeK posts on X about $nxe, $dev, dev, $nxes the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] +20%
- [--] Month [-------] -21%
- [--] Months [---------] +16%
- [--] Year [---------] -38%
Mentions: [--] #
- [--] Week [--] -51%
- [--] Month [---] -24%
- [--] Months [-----] +24%
- [--] Year [-----] +5.20%
Followers: [-----] #
- [--] Week [-----] +0.22%
- [--] Month [-----] +0.79%
- [--] Months [-----] +9.30%
- [--] Year [-----] +14%
CreatorRank: [-------] #
Social Influence
Social category influence finance 17.68% cryptocurrencies 9.94% stocks 4.42% countries 4.42% celebrities 1.66% travel destinations 0.55% currencies 0.55% luxury brands 0.55% automotive brands 0.55%
Social topic influence $nxe #2, $dev #2, dev 18.78%, $nxes #1, in the 9.94%, uranium #52, $ksm 7.18%, $urnj 5.52%, $ccj #3, $dyl #1
Top accounts mentioned or mentioned by @horribledisgust @hchris999 @silvercrisis405 @sprott @baystguy @rekurencja @sanitzisf6k @mining_monsters @yellowlablife @ballsmeep @smallcapsteve @ohneharry @stevenm65425645 @pigsapple113320 @raymondduck6 @plebeiancapllc @happydays00769 @gitzelsgreen @patrick80122519 @miningmonsters
Top assets mentioned NexGen Energy Ltd. (NXE) My Dog Is The DEV (DEV) Kusama (KSM) Cameco Corporation (CCJ) Denison Mines Corp (DNN) Caesars Entertainment, Inc. (CZR) Realio Network (RIO) Pentagon Games (PEN) Chainlink (LINK) Ameren, Corp. (AEE) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last [--] hours
"@SilverCrisis405 @GitzelsGreen Borshoff would rather dynamite the orebody before selling a single part to any counterparty. This makes me wonder whether that's the reason he isn't at DYL anymore and the new mngmt will follow BMN's steps"
X Link 2026-02-13T18:07Z [----] followers, [---] engagements
"Yes $CCJ McArthur River is obviously running into costly hurdles with the new zones no Grant Isaac isn't worried because in the end it won't be $CCJ who will pay for the solution. Utilities will. And if they won't The lbs stay in the ground and become more valuable. β"
X Link 2026-02-14T20:35Z [----] followers, [----] engagements
"$NXE's Arrow lbs won't be milled this cycle. After a takeover by a non-uranium major $CCJ is brought in as JV operator the mine plan is overhauled the CNSC site preparation & construction permit amended IBA's renegotiated and the ore strategically shelved for the next cycle"
X Link 2026-02-14T21:10Z [----] followers, [----] engagements
"Now let the CNSC approve the Canadian greenfields then let zero M&A bids appear and force Leigh and David to step out from behind the comfortable and boring Lassonde Curve stage to execute the highest-risk phase of their entire careers"
X Link 2026-02-14T22:22Z [----] followers, [----] engagements
"Instead of adding $DYL and/or $DEV the $URA ETF added $PEN Anfield and. Atomic Eagle aka Goviex. why π Global X URA ETF #uranium https://t.co/ND6fdfVY2R Global X URA ETF #uranium https://t.co/ND6fdfVY2R"
X Link 2026-01-31T10:31Z [----] followers, [----] engagements
"Uranium gaslighting π€‘ John Quakes same playbook as always: strawman the thesis as fraud appeal to authority (sell-side & consultants as infallible) dismiss any critics as evil shorts never engage the technical claims while pitching the bull case in case its all true π"
X Link 2026-02-07T18:46Z [----] followers, [----] engagements
"Will $DNN and the CNSC reach an agreement with Birch Narrows Dene Nation to avoid a possible permit denial or Federal Court challenge at Wheeler River If it gets blocked does responsibility fall on mngmnt and would David Cates resign over the early decision to sideline BNDN"
X Link 2026-02-09T10:15Z [----] followers, [----] engagements
"$KSM just a reminder: this uranium stock down 90% YTD after being added to $URNJ is still severely overvalued. At CAD $18M market cap it's unlikely to remain in the ETF at these levels. No insider sales have been filed on SEDI so far"
X Link 2026-02-11T19:14Z [----] followers, [----] engagements
"Looks like $CCJ wont ramp in '26 Inkai remains tricky and it's signing major offtakes with the East gradually diversifying away from the US. But hey who needs the only experienced large western U producer when $NXE will flood the market with 30Mlbs a year starting '30 Right"
X Link 2026-02-13T14:30Z [----] followers, [----] engagements
"Unfortunately I can't reply to Cycle Bottom Clown. He blocked me. But we've got Mr. Goat on night watch confronting the memory of past calls π @BULLReturns FID history of $AEE: Q1 [----] H2 [----] H1 [----] now H2 [----] see you in [----] https://t.co/TRdogwWqy4 @BULLReturns FID history of $AEE: Q1 [----] H2 [----] H1 [----] now H2 [----] see you in [----] https://t.co/TRdogwWqy4"
X Link 2026-02-13T16:16Z [----] followers, [----] engagements
"@BurggrabenH @marcorubio Europe unfortunately won't change course without a late-stage Rome moment a systemic shock that forces a reset of the neo-Malthusian mindset embedded across generations. The narrative is so deeply ingrained that only real disruption seems capable of triggering reassessment"
X Link 2026-02-14T17:21Z [----] followers, [----] engagements
"@Patrick80122519 @YellowLabLife Oh yes I'm not saying he's forced to do so specifically this year but definitely well before the next CNSC commission hearing to obtain an operating license. I'd give it [--] months max because then they won't be able to hide the blow-up in CAPEX and timelines anymore. Simple"
X Link 2026-02-15T17:51Z [----] followers, [--] engagements
"I used to criticize $CCJ contracting. I was wrong. They're playing this cycle like 7D β: let legacy contracts roll off keep spot subdued pressure juniors and wait for Utes to come to them. Most juniors rushed. Borshoff didn't. He waited for $CCJ to move 1st. He's gone now"
X Link 2026-02-14T20:49Z [----] followers, [----] engagements
"@Mining_Monsters @YellowLabLife BHP did in [----] and rejected taking out ROOK I"
X Link 2026-02-15T19:50Z [----] followers, [--] engagements
"$AFM I know who slurped the dip (Tinbarons duh) but which fund blew up today lmaoo"
X Link 2025-01-27T17:24Z [----] followers, [----] engagements
"Was $M's Copper Mountain once a Strathmore Minerals uranium asset when Devinder Randhawa ran it Isn't it odd that the only uranium explorers issuing RSUs ( $SUU $FUU $F4 $M ) seem to trace back to him in some way How deep does this rabbit hole go πΈ"
X Link 2025-11-01T17:34Z [----] followers, [----] engagements
"For the slow learners: Grant is spelling out that $CCJ doesn't chase overhyped stories like $DNN or $NXE. It waits for them to run into their own timelines & budget realities and then offer distressed M&A once shareholders or the board come crying & approve a discounted takeover. Grant Isaac perfectly echoed my $NXE thoughts on a highly speculated $CCJ takeover: https://t.co/bgBknUhGJ8 Grant Isaac perfectly echoed my $NXE thoughts on a highly speculated $CCJ takeover: https://t.co/bgBknUhGJ8"
X Link 2025-12-05T23:52Z [----] followers, 12.5K engagements
"Did you just say ISR As in the ISR that $PEN $BOE & many others keep chasing yet consistently fail to turn into real U production Why not do a serious interview with an unbiased & highly respected platform like @ResourceTalks and get properly grilled for once I dare you. The #uranium setup is strengthening demand rising supply tightening #nuclear back in favour. Listen to our CEO @drew_zimmerman on @moneytalkstweet discussing the macro setup and @NOBLuraniums U.S.-focused ISR strategy in Wyoming. π§β’π $NOBL $NOBL.V $NBLXF The #uranium setup is strengthening demand rising supply tightening"
X Link 2025-12-22T16:14Z [----] followers, [----] engagements
"$DEV 's Share Purchase Plan offered to existing shareholders was oversubscribed to 230% of its $3.0m target attracting $6.9m. The strong response highlights solid shareholder support for funding its aggressive ARUP uranium exploration program in the NT. ZERO warrants"
X Link 2025-12-23T09:44Z [----] followers, [----] engagements
"$FUU HO HO HO π
Merry Christmas to all insiders"
X Link 2025-12-24T17:35Z [----] followers, [----] engagements
"$DEV 's new $RIO and $AGE tenement acquisitions open multiple fresh exploration pathways. What really stands out are the historic prospects along the ARUP's only known major crustal boundary where prospective Lower Cahill Formation rocks are confirmed by historical drilling"
X Link 2025-12-25T21:20Z [----] followers, [----] engagements
"The most compelling aspect of the newly acquired [---] Mlb Caramal deposit (formerly dubbed Nabarlek 2) is its location in the calcsilicate unit of the Cahill Formation the same host as Ranger and Jabiluka but at much shallower depth. $DEV will clearly refocus on this area"
X Link 2025-12-27T09:36Z [----] followers, [----] engagements
"While a [----] print would be nice I'd honestly welcome a longer stay in the [----] range even more heading into Q4 [----] lining up with $DEV & $CZR wrapping up exploration. Am I asking for too many tailwinds or can a tiny Europoor dream"
X Link 2025-12-27T23:09Z [----] followers, [----] engagements
"$DEV KP & KP North lie adjacent to the Nabarlek Granite (genesis of mineralization) where radiometric highs clay alteration and radon anomalies suggest upward uranium leakage along structures. These surface signals point to concealed targets beneath the Kombolgie Sandstone"
X Link 2025-12-29T11:15Z [----] followers, [----] engagements
"Former QML geo Fabray later hired by $CCJ noted how NT exploration became fixated on major prospects with yearly teaser anomalies justifying continued drilling of flawed models (Oenpelli Doleritehosted) which ultimately proved wrong. $DEV has shifted the model for '26"
X Link 2025-12-29T13:51Z [----] followers, [----] engagements
"The Nabarlek Granite (Cameco interpretation 2006): dotted red shows the subsurface extent the solid red blob the outcropping granite. $DEV's KP & KP North sit within this granite extension. Big Radon remains undrilled and therefore unconstrained. $DEV KP & KP North lie adjacent to the Nabarlek Granite (genesis of mineralization) where radiometric highs clay alteration and radon anomalies suggest upward uranium leakage along structures. These surface signals point to concealed targets beneath the Kombolgie Sandstone. https://t.co/hX5tOpbSg2 $DEV KP & KP North lie adjacent to the Nabarlek"
X Link 2025-12-30T13:55Z [----] followers, [----] engagements
"I genuinely wonder whether $KSM insiders granted RSUs at $0.50 just months before the $URNJ add have sold into the run-up to $15 (30). Late insider-reporting penalties in Canada can be as low as $50/day capped around $1000. Canadian gravy train SPROTT's latest $URNJ addition a pump-and-dump lifestyle lipstick-on-a-pig uranium play with NOTHING to show for is now down 60% in a week to $167M market cap. Likely out next rebalance after crowding out more serious companies that could've been added. Why @sprott Why https://t.co/yw8tBwI7Zr SPROTT's latest $URNJ addition a pump-and-dump lifestyle"
X Link 2025-12-30T17:58Z [----] followers, [----] engagements
"Another day another 16% $KSM drop. Now at $137M market cap and still likely $136.9M overvalued. An absolute joke. By adding this obvious pump & dump @sprott shut the door on far more serious active uranium companies for $URNJ. Scandalous lack of due diligence π©π©π© SPROTT's latest $URNJ addition a pump-and-dump lifestyle lipstick-on-a-pig uranium play with NOTHING to show for is now down 60% in a week to $167M market cap. Likely out next rebalance after crowding out more serious companies that could've been added. Why @sprott Why https://t.co/yw8tBwI7Zr SPROTT's latest $URNJ addition a"
X Link 2025-12-30T23:08Z [----] followers, [----] engagements
"$DEV drill rigs will aggressively test these two targets within [--] months for economic uranium mineralization. Will they intersect the prospective Calc-silicate Unit (Ranger & Jabiluka) the Amphibolite Unit that hosted Nabarlek or drill dusters into the Upper Arkosic Unit"
X Link 2026-01-01T12:02Z [----] followers, [----] engagements
"$CZR so far so good. $CZR has [--] days left to close the 3-month candle above a multi-year HTF resistance recently broken after years of limited exploration following the Robe Mesa M&A and potentially flip it into support. Doing so @ A$18M EV with A$65M cash would be a very constructive signal. https://t.co/S4dzAH5XU4 $CZR has [--] days left to close the 3-month candle above a multi-year HTF resistance recently broken after years of limited exploration following the Robe Mesa M&A and potentially flip it into support. Doing so @ A$18M EV with A$65M cash would be a very constructive signal."
X Link 2026-01-02T18:23Z [----] followers, [----] engagements
"In [--] $CCJ hired former QML geologist Fabray to guide exploration in the NT ARUP. He advised against the flawed Oenpelli Dolerite model and urged focus on what's now $DEV's KP & Big Radon (incl. N31/N41). $CCJ instead chased low-hanging fruit and never drilled them. Zero. /1"
X Link 2026-01-03T13:39Z [----] followers, [----] engagements
"$DEV's unexplored KP & KP North prospects sit between known mineralized zones (Nabarlek Mine and U40) along a SWNE trend just north of the only Nabarlek Granite outcrop in the area. Radon Track Etch hits hematite alteration and radiometric U anomalies reinforce the case. /4"
X Link 2026-01-03T13:39Z [----] followers, [---] engagements
"This thread focused only on the most drill-ready targets within $DEVs pre-2025 ARUP portfolio. In Q4 [----] DevEx expanded its footprint by acquiring $RIO & $AGE tenements opening a new exploration angle centered on stitching together highly prospective mineralized corridors. /7"
X Link 2026-01-03T13:39Z [----] followers, [---] engagements
"Down south near the Queensland border and $LAMs Westmoreland deposit $DEV also holds a large tenement package (West Murphy) now being advanced toward drill-ready targets. Will this region make it into the [----] drilling campaign /8"
X Link 2026-01-03T13:39Z [----] followers, [---] engagements
"J. Fabray was clear: the low-hanging fruit prospects have been discovered. Sandstone-covered areas remain largely unexplored. The Nabarlek Granite may be key. $DEV is doing what $CCJ never did: hunting for large high-grade buried orebodies: the Jabilukas & Angularlis. END"
X Link 2026-01-03T13:39Z [----] followers, [---] engagements
"That's 25M $DEV shares going to chair Tim Goyder: 23% of Tranche [--] and 11% of the full raise. These shares will not be sold on the open market for years to come. Unlike many juniors flipping cheap options or RSUs $DEV insiders are writing real cheques & backing their story π₯Ή $DEV #uranium @timgoyder is adding [--] million shares in the T2 placement - SH approval vote on 22.1.26 https://t.co/mhROhqecNU $DEV #uranium @timgoyder is adding [--] million shares in the T2 placement - SH approval vote on 22.1.26 https://t.co/mhROhqecNU"
X Link 2026-01-05T22:08Z [----] followers, [----] engagements
"The last uranium discovery in the Northern Territory's ARUP was Cameco's Angularli [--] years ago. In [----] only two teams are doing serious exploration: $DYL and $DEV. Who makes the next discovery Will it resemble a Jabiluka Ranger or Nabarlek [---] https://youtu.be/kl-LYhDLMEQsi=DPBuNwYJVuvNs1Oa https://youtu.be/kl-LYhDLMEQsi=DPBuNwYJVuvNs1Oa"
X Link 2026-01-05T23:09Z [----] followers, [----] engagements
"$DEV Murphy West is derisked for drilling. Magnetics mapped structures soils + radiometrics refined multiple km-scale greenfield targets. Pathfinder geochem (colab with $LAM) @ regolith-masked Junnagunna (0 surface U signature) successfully vectors buried uranium potential"
X Link 2026-01-06T15:41Z [----] followers, [---] engagements
"$KSM Kirkstone Metals π€‘ lifestyle pump & dump grift π€‘ recently added to $URNJ π€‘ with repeated CIRO single-stock circuit-breaker halts in the last [--] months: Nov [--] [----] π€‘ Nov [--] [----] π€‘ Dec [--] [----] π€‘ Dec [--] [----] π€‘ Jan [--] [----] π€‘ Jan [--] [----] π€‘"
X Link 2026-01-06T17:36Z [----] followers, 10.5K engagements
"I'm not sure how the Northern Territory registrar in '72 was ever able to read this typewritten application and I pride myself on deciphering illegible texts Maybe that's the real reason this former $QML then $AGE now $DEV uranium project never received a mining lease"
X Link 2026-01-07T18:49Z [----] followers, [----] engagements
"@sprott should urgently get on a call with $URNJ managers at ALPS Advisors Ryan Mischker & Charles Perkins (who replaced Andy Hicks in Sept '25) and demand uranium P&D $KSM be removed immediately or rescind the mandate with Alps before this becomes an embarrassing joke. @RealRickRule quote on BNN today: "THE SPROTT ETFS ARE I BELIEVE THE MOST INTELLIGENTLY CONSTRUCTED INDEXES IN THE RESOURCE ETF BUSINESS" I got a counter example @RealRickRule quote on BNN today: "THE SPROTT ETFS ARE I BELIEVE THE MOST INTELLIGENTLY CONSTRUCTED INDEXES IN THE RESOURCE ETF BUSINESS" I got a counter example"
X Link 2026-01-07T19:06Z [----] followers, [----] engagements
"$KSM another day another -15%. Sprott's newest $URNJ ETF addition has effectively turned ETF holders into exit liquidity after a scandalous pump & dump. Alps Advisors should fire the managers responsible or Sprott should rescind the mandate with Alps altogether. π©π©π©"
X Link 2026-01-08T19:30Z [----] followers, [----] engagements
"I'm still amazed by the epic due diligence failure at Sprott & Alps Advisors: Mischker & Perkins added 1-yr-old IPO'd $KSM to $URNJ with [--] exploration + [--] CIRO circuit breaker halts pre-rebalance (+3 shortly after). Even more amazed how @sprott lets this embarrassment continue π€‘ $KSM another day another -15%. Sprott's newest $URNJ ETF addition has effectively turned ETF holders into exit liquidity after a scandalous pump & dump. Alps Advisors should fire the managers responsible or Sprott should rescind the mandate with Alps altogether. π©π©π© https://t.co/nhVcNiXXTO $KSM another day another"
X Link 2026-01-08T23:03Z [----] followers, [----] engagements
"$KSM another day another -10%. Sprott's newest $URNJ ETF addition has effectively turned ETF holders into exit liquidity after a scandalous pump & dump now -75% since listing. Sprott should immediately rescind the mandate with Alps Advisors to recover any credibility π©π©π© $KSM another day another -15%. Sprott's newest $URNJ ETF addition has effectively turned ETF holders into exit liquidity after a scandalous pump & dump. Alps Advisors should fire the managers responsible or Sprott should rescind the mandate with Alps altogether. π©π©π© https://t.co/nhVcNiXXTO $KSM another day another -15%."
X Link 2026-01-09T20:49Z [----] followers, [----] engagements
"Some claim no longer does greenfield exploration. $DEV proves otherwise: multiple undrilled greenfield targets either drill-ready or advancing toward the '26 dry season: Big Radon KP KP North Sandfire Murphy West & hopefully Leatherhead too. Below the Sandfire prospect:"
X Link 2026-01-10T17:41Z [----] followers, [----] engagements
"Whenever $DYL openly reports on its NT exploration results going forward it will help $DEV to assess its bordering tenements because it now encircles Deep Yellow and owns 75% of the region"
X Link 2026-01-10T22:31Z [----] followers, [----] engagements
"I love geobio/geochem It's one of the tools that helps vector masked under cover deposits. Australia's outcropping low-hanging fruit is gone and in parts of the Northern Territory termite-mound sampling is now a key geobio method for uranium explorers like $DYL & $DEV. During my $ARIC.V site visit in Cte d'Ivoire last year the ground crew took me along for a field day where we went sampling termite mounts West Africa has a lot of ground where the soil they sample is basically a weathered transported mess. One workaround is to let termites https://t.co/2WjcJMViMB During my $ARIC.V site visit"
X Link 2026-01-12T17:32Z [----] followers, [----] engagements
"Ranger was a basin-driven structurally focused chemically zoned hydrothermal system where REEs act as diagnostic pathfinders not commodities. I'm enjoying the scientific papers $AGE $DEV $RIO historical datasets and recent exploration data to detect ignored hot zones"
X Link 2026-01-13T22:15Z [----] followers, [----] engagements
"$DEV finally appears on the $URA ETF eligibility list ahead of the Jan [--] rebalance. Unconformity-related uranium explorer that recently raised $35m consolidated former $RIO & $AGE tenements and holds multiple large-scale drill-ready targets with more in the pipeline"
X Link 2026-01-15T20:52Z [----] followers, [----] engagements
"$DEV geos will be quietly celebrating this newly published 140pg study on Angularli hyperspectral alteration. It confirms older $CCJ work around Nabarlek & improves vectoring for sandstone-covered mineralization. Keep an eye on Leatherhead still untested by Radon Track Etch. Finding these NT uranium geo gems truly makes my day π₯Ή https://t.co/GYeAFxOBO3 Finding these NT uranium geo gems truly makes my day π₯Ή https://t.co/GYeAFxOBO3"
X Link 2026-01-16T18:22Z [----] followers, [----] engagements
"$DEV & : A thread on how modern hyperspectral studies confirm earlier work and improve process-based vectoring for uranium mineralization leading to the up-or-downgrading of sandstone-covered exploration targets. /1"
X Link 2026-01-18T13:04Z [----] followers, [----] engagements
"$DEV's Leatherhead however sits on a rugged sandstone massif with no road access and will require costly helicopter support for drilling. Field inspections and sampling are essential to define the best drill-ready targets before rigs test what lies beneath the surface. /END"
X Link 2026-01-18T13:05Z [----] followers, [---] engagements
"$KSM is still severely overvalued"
X Link 2026-01-19T20:08Z [----] followers, [----] engagements
"Matthew discussing $KSM's pump & dump fraud: "I don't like it. I don't think people should be allowed to do it. I think people should be held accountable after the event because I noticed a lot of the directors checked out with a big chunk of change." https://youtu.be/RfAPYriHuvosi=7Ybgy4ylAQ2LvuCC https://youtu.be/RfAPYriHuvosi=7Ybgy4ylAQ2LvuCC"
X Link 2026-01-21T18:32Z [----] followers, [----] engagements
"$DEV Quarterly is out. It appears (along strike from Angularli) & (Westmoreland-style) are joining & for planned RC/DD drilling in the '26 dry season. Together these represent 20% of the current prospect pipeline"
X Link 2026-01-21T19:44Z [----] followers, [----] engagements
"$KSM What shenanigans do they think they can pull to keep the stock propped up get 1.2M options at $3.71 in the money and stay inside Sprott's $URNJ ETF at the same time Slip toward $0.97 and it's lights out"
X Link 2026-01-22T20:30Z [----] followers, [----] engagements
"$CAD / $AUD Quarterly chart. ASX πͺ"
X Link 2026-01-23T21:47Z [----] followers, [----] engagements
"For what looks like a very noisy [----] I'll be actively hunting for plausible bear cases and red flags on the mining stocks I own and deliberately tuning out the bullish takes. If you have thoughtful bear theses on $DYL $DEV $GLO $CZR $MI6 please share. Genuinely interested π"
X Link 2026-01-24T10:08Z [----] followers, [----] engagements
"Here's my $DEV bear case: they're very actively hunting for a UO MRE/PEA via M&A to expand through drilling or bolt-on satellites around a centralized mill. But if that means diluting shareholders to buy a low-quality deposit it's not accretive it's value destruction. For what looks like a very noisy [----] I'll be actively hunting for plausible bear cases and red flags on the mining stocks I own and deliberately tuning out the bullish takes. If you have thoughtful bear theses on $DYL $DEV $GLO $CZR $MI6 please share. Genuinely interested π https://t.co/MZNKLfqSSt For what looks like a very"
X Link 2026-01-24T17:18Z [----] followers, [----] engagements
"$DEV Monthly chart. I'm not π¦ chest-thumping about the 300% bounce off the $0.06 lows over the past [--] months. Everything's gone up. For this move (and the market cap valuation) to hold let alone go much higher $DEV needs to deliver solid exploration and/or M&A results. /1"
X Link 2026-01-28T16:05Z [----] followers, [---] engagements
"$NXE Athabasca Chipewyan First Nation filed extensive submissions (100+ pages) urging CNSC to halt Rook I approval over cumulative impacts cancer risk and much more. Their warning: Figuring it out later is not a proven method of minimizing impact. Date: 2026-01-15"
X Link 2026-01-28T18:36Z [----] followers, [----] engagements
"$NXE Mikisew Cree First Nation filed a detailed submission stating they were entirely excluded from consultation on Rook I. They warn the EIS & cumulative effects analysis are materially incomplete approving the project without their input breaches the Crown's duty to consult"
X Link 2026-01-28T18:53Z [----] followers, 16.6K engagements
"$URNJ included TSX $KSM pump & dump stock down on a very bullish uranium day. π"
X Link 2026-01-28T19:37Z [----] followers, [----] engagements
"Yesterday I posted [--] items on recent First Nations submissions to the CNSC related to Rook I. $NXE cultists immediately tried to kill the messenger instead of engaging with information the company hasn't made public. Ill thread it properly this week with new data. You're welcome"
X Link 2026-01-29T13:32Z [----] followers, [----] engagements
"I've seen claims that the submissions I posted are late-stage or that the First Nation isn't relevant to Rook I. That ignores the ACFN's 100+ page submission technical reports and active role in reviewing $NXE's EIS. Has anyone actually read their extensive submission Well $NXE Athabasca Chipewyan First Nation filed extensive submissions (100+ pages) urging CNSC to halt Rook I approval over cumulative impacts cancer risk and much more. Their warning: Figuring it out later is not a proven method of minimizing impact. Date: 2026-01-15 https://t.co/HJrSqNYhQf $NXE Athabasca Chipewyan First"
X Link 2026-01-29T16:56Z [----] followers, [----] engagements
"For those claiming I only post negative CNSC submissions on $NXE's Rook I relax. The Saskatchewan Roughriders & the Canucks have formally endorsed $NXE's site prep & construction permit Fingers crossed F1 Aston Martin files a positive endorsement next There's still time"
X Link 2026-01-29T18:30Z [----] followers, [----] engagements
"Fun fact: The only ones wishing for $NXE and/or $DNN to get permitted for site preparation & construction (not production take note) are the heavily overweighted shareholders. Even the ones with $NXE & $DNN in a balanced portfolio prefer to see their permits denied"
X Link 2026-01-29T18:45Z [----] followers, [----] engagements
"Just to stress the point: even a pro-Rook I pro- $NXE consultant aligns with warnings that Patterson Lake would face cumulative impacts in the event of a uranium boom driven by exploration. If that's the case where does this leave $NXE's PLC and $PDN's PLS Dead in the water Even $NXE's own consultant (Integral Ecology Group) admits (to the CNSC) a clear conflict of interest and still confirms community concerns that a uranium boom around Patterson Lake may not be beneficial citing cumulative effects & long-term risks. Will PLS ever become a mine https://t.co/0DfHI9WLgB Even $NXE's own"
X Link 2026-01-29T19:25Z [----] followers, [----] engagements
"Just to underline this: $NXE took the CNSC to court over the amended AMP penalty. The CNSC calmly noted it is entitled to do so but reminded them that regulator relationships are long-term and then publicly slapped them on the wrist. Why on earth would $NXE escalate to court $NXE English River First Nation's written submission to the CNSC formally questions how NXE began mine construction without a license and only paid a $10k AMP. They warn that the amended penalty erodes trust in CNSC oversight and raises ethical concerns. Date: 2026-01-19 https://t.co/2HWrBjDzS7 $NXE English River First"
X Link 2026-01-29T19:31Z [----] followers, [----] engagements
"When you join the $NXE Cult you have to drink the Kool-Aid like all the cool kids. $NXE The U.S. Strategic Uranium Reserve isn't just stockpiling. It's a price floor. The government is saying: "We'll buy uranium at incentive prices to ensure domestic/allied supply." Long-term uranium prices are going up. #StrategicReserve #fuel #NuclearPower @leighcuryer $NXE The U.S. Strategic Uranium Reserve isn't just stockpiling. It's a price floor. The government is saying: "We'll buy uranium at incentive prices to ensure domestic/allied supply." Long-term uranium prices are going up. #StrategicReserve"
X Link 2026-01-29T19:43Z [----] followers, [----] engagements
"Started off strong ASX small-cap fundie John says he's excited about uranium especially junior explorers that haven't 10-bagged yet He be thinking $DEV right I grab the πΏ and then nothing. ZERO uranium talk. NO ASX explorcos. Crickets. Why no follow-up π Gold & silver developers have already run but John Forwood points to signs that we aint seen nothing yet. Macro tailwinds China buying and capital finally flowing to drill programs big enough to matter. The precious rotation has legs. John's LowellResourcesFund just https://t.co/mpNmI529UH Gold & silver developers have already run but John"
X Link 2026-01-30T16:38Z [----] followers, [----] engagements
"@TheGhostOfWayne That's truly a very low attention span post. I never said there's no backing. Nice try though Travis. But you should work harder on your character assassination tactics"
X Link 2026-01-30T18:42Z [----] followers, [---] engagements
"New Record of Decision request to protect confidential information accepted by the CNSC prior to the 2nd $NXE Rook I hearing. $NXE Willow Lake Mtis Nation intervention on NexGen Rook [--] requesting that CNSC decline to issue the requested Rook [--] license at this time or defer its decision. Date of submission: 2026/01/21 https://t.co/MPTJ0jILm9 $NXE Willow Lake Mtis Nation intervention on NexGen Rook [--] requesting that CNSC decline to issue the requested Rook [--] license at this time or defer its decision. Date of submission: 2026/01/21 https://t.co/MPTJ0jILm9"
X Link 2026-01-30T19:16Z [----] followers, [----] engagements
"I know for a fact that $NXE's Travis McPherson has at least one alternative anonymous account on X (likely more) and has engaged with my account in the past. I won't reveal it I fully respect anonymity. And I genuinely appreciate Travis McPherson's input. True grinder"
X Link 2026-01-30T20:26Z [----] followers, [----] engagements
"RC drilling at $DEV's N41 logged traces of tourmaline (dravite) amphibolitised calc-silicates and high-U trench assays along a mineralised fault. Combined with the strongest radon track etch anomalies in the area & minimal depth testing the prospect remains very intriguing"
X Link 2026-02-01T12:57Z [----] followers, [---] engagements
"Even if $NXE & $DNN secure site prep & construct. licenses (despite opposition) the scale & volume of follow-up info & commitments required for a prod. license leave virtually [--] margin for error. Their novel strategies would need near-perfect execution or delays are inevitable"
X Link 2026-02-01T16:04Z [----] followers, [----] engagements
"Anyone who follows me knows I've been a fierce critic of $NXE and $DNN management and openly skeptical about their ability to execute their projects successfully. Many assume that bias blinds me entirely. What follows is a view that most probably don't expect from me. 1"
X Link 2026-02-02T16:19Z [----] followers, 13.1K engagements
"At the same time I'm well aware that giving mining companies too much regulatory rope inevitably invites abuse: undeliverable EIS documents optimistic feasibility studies underestimated risks & projects designed to be flipped post-permitting rather than built responsibly. 9"
X Link 2026-02-02T16:19Z [----] followers, [---] engagements
"Which is precisely why I actually want $DNN & $NXE to obtain their site preparation & construction licenses. Today if possible. Because once permitted the CNSC's real power begins. Commitments are enforceable. Monitoring becomes empirical. Desktop models meet reality. 10"
X Link 2026-02-02T16:19Z [----] followers, [----] engagements
"@ballsmeep @FjordPhil Bro $PEN did a 20-1 share consolidation [--] months ago lmao"
X Link 2026-02-02T18:37Z [----] followers, [---] engagements
"$DEV Excited to see how exploration plans evolve at Leatherhead (granted) and Birraduk (under application). Likely not top priorities given the western massif sandstone tough escarpment and heli-only access but my research points to top-tier potential"
X Link 2026-02-02T18:58Z [----] followers, [---] engagements
"$NXE After concluding the multi-day 2nd CNSC public hearing on Rook I the CNSC has a 120-day service standard to release a decision on the site preparation and construction licence unless follow-ups are requested. If none the target deadline is June 12"
X Link 2026-02-02T19:50Z [----] followers, [----] engagements
"One of the only serious risks for $NXE at the 2nd public hearing: AFCN explicitly identified by the CNSC as a potentially impacted Indigenous Nation and active in the FIRT EIS review is opposing the licence citing negative cumulative impacts and Treaty rights concerns"
X Link 2026-02-02T20:10Z [----] followers, [----] engagements
"Rick Squire of Acorn Capital a geologist with 25+ years across mining exploration and mineral research shares a view with Tribeca's Guy Keller: their preferred uranium explorer for [----] is $DEV DevEx Resources targeting large-scale discoveries in the Northern Territory"
X Link 2026-02-03T14:04Z [----] followers, [----] engagements
"Update: CNSC has now added WLMN expert evidence to the official record ahead of the Feb hearing showing it was aware of this dispute and factored it into its licensing review. Insulation WLMN took $NXE & $PDN to the Federal Court in June [----]. The case remains before the court. $NXE Willow Lake Mtis Nation intervention on NexGen Rook [--] requesting that CNSC decline to issue the requested Rook [--] license at this time or defer its decision. Date of submission: 2026/01/21 https://t.co/MPTJ0jILm9 $NXE Willow Lake Mtis Nation intervention on NexGen Rook [--] requesting that CNSC decline to issue the"
X Link 2026-02-03T17:20Z [----] followers, [----] engagements
"$KSM (No joke π)"
X Link 2026-02-03T17:48Z [----] followers, [----] engagements
"$LSA under Tim Goyder acquires the New Waverley gold project largely undrilled below 50m targeting growth into a mineable resource. $DEV remains a 25% holder post-deal. Is Goyder replaying the $MI6 Bullabulling playbook with $DEV along for the ride β€ the optionality"
X Link 2026-02-04T08:01Z [----] followers, [----] engagements
"Tim Goyder's playbook: back explorers drill hard study overlooked assets. When mispriced projects surface pivot fast from explorer to developer and scale. Makes you wonder about $DEV . In AUS uranium non-ISR options are scarce with Angularli or Westmoreland standing out. $LSA under Tim Goyder acquires the New Waverley gold project largely undrilled below 50m targeting growth into a mineable resource. $DEV remains a 25% holder post-deal. Is Goyder replaying the $MI6 Bullabulling playbook with $DEV along for the ride β€ the optionality. https://t.co/zmjiCXQcxu $LSA under Tim Goyder acquires the"
X Link 2026-02-04T08:20Z [----] followers, [----] engagements
"@CxuAsx Being an Europoor invested in ASX companies I thank the person responsible for yesterday's interest rate hike and hope that at least another one is inevitable. With a bit of luck the EU fudges with its own inflation data and decides to cut rates as a cherry on top"
X Link 2026-02-04T10:34Z [----] followers, [---] engagements
"A quick thread on $NXE's CNSC public hearing focused on the operational experience of its directors and how historical resumes are (or aren't) presented to a life-cycle nuclear regulator. (Some may be surprised by how this one ends on a positive note πΈ) 1/20"
X Link 2026-02-04T18:51Z [----] followers, [----] engagements
"$NXE CEO Leigh Curyer presents himself to the CNSC Commission as having experience through production & closure. Unless I missed something his documented uranium roles did not take him as an employee through mine production or closure let alone as a CEO or key director. 2/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"Leigh Curyer's history is largely in corporate development & finance. He was involved with Honeymoon in earlier phases a project later reworked (with significant hurdles) by $BOE. He has also held minor roles at $AGE & $DEV. None took him through mine production or closure. 3/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"Let's switch focus to $NXE's pre-license compliance history with the CNSC. In Q4 [----] NexGen received an AMP after CNSC found misrepresentation of its site activities noting this provided NXE with a competitive and economic benefit over peers seeking similar approvals. 4/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"During the December '25 Commission hearing the CNSC confirmed that at $NXE's request it reviewed both the facts & AMP amount. The Commission upheld the facts of the violation but reduced the penalty. $NXE then sought judicial review before Federal Court. Wait what Why 5/20"
X Link 2026-02-04T18:51Z [----] followers, [----] engagements
"Let me get this straight. You work with regulators for years to permit a major uranium project and create shareholder value. You get an AMP reduced after review yet still take the Commission to Federal Court. Why choose confrontation over acceptance at that stage Why 6/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"The Commission President stressed that the CNSC is a lifecycle regulator. Licensing is the start not the end of the relationship with $NXE. He said he has no issue with being taken to court but hopes for a better and more productive working relationship going forward. 7/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"Returning to experience. Commission Member Remenda noted the CNSC Staff CMD stated no operational experience. While acknowledging that $NXE has technical subject matter experts she asked for an overview of the organization's operational experience across the business. 8/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"What followed was $NXE's Curyer & Moger acknowledging that NXE itself has no operational experience while arguing that individual management & employees do. Moger also cited non-uranium experience which NXE views as an added opportunity for lessons learned from other areas. 9/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"Commission Member Remenda then asked Luke Moger about tailings expertise. $NXE's Luke clarified Specific to the tailings themselves and Remenda confirmed "Yes." Luke then pointed to Bernie Ting and Nico as experts on the cementitious paste materials. And that's it. 10/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"Here is my take. By this point $NXE team members had introduced themselves and proudly highlighted their mining experience some even polishing their resumes. Yet Luke Moger had not cited any personal expert or operational experience of his own during this exchange. Why 11/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"This brings me back to an older much-criticized thread I once posted. Some said it was not material. Others said I was smearing a young guy over nothing. Maybe they were right even though it was never my intention. Let's revisit this with fresh eyes and more experience. 12/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"First I'll give anyone who hasn't read it yet time to do so. Keep in mind this was me a few years ago barely two years into my mining sector journey. It's not an excuse though and I still maintain that the risk to $NXE was probably too high. 13/20 https://x.com/PraiseKek/status/1788575398109892756s=20 $NXE Skeletons in the Closet 1/25 πΈ In this thread I'll share my initial findings on a matter related to @NexGenEnergy_. I'll provide facts make assumptions and draw some connections. Please note that Im not a mining engineer or an environmental regulatory expert. DYOR. https://t.co/e1xsDduInj"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"Done Ok let's revisit this today. In that context it makes sense why Luke Moger avoided discussing any personal tailings history right These hearings are closely watched by the uranium sector First Nations and anti-nuclear groups alike. Lots of eyes. 14/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"It suggests to me that what some critics once dismissed as immaterial may matter more than assumed. $NXE & Moger appear cautious about public perception choosing not to raise this history. In my view that restraint may have missed an opportunity to address it directly. 15/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"Luke could have used that moment to clearly acknowledge his experience at Mount Polley the worst tailings disaster in Canadian history. Especially given reporting that he raised internal concerns about tailings risks years before the failure. 16/20 https://x.com/PraiseKek/status/1788575523964158019s=20 18/25 A news article reported that Minutes from a [----] liaison committee meeting show that Luke Moger warned that water in the TSF tailings storage facility will reach a point of geotechnical instability in two to three years if not addressed. Link: https://t.co/AuoP9cKUIq"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"$NXE & Luke Moger could have flipped this entirely. By openly citing Mount Polley they could have framed themselves as uniquely qualified to deploy a new uranium tailings method precisely because of that experience. That approach would have fully defused my old criticism. 17/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"But they didn't. Curyer leaned into an inflated resume while Luke Moger downplayed his past or avoided mentioning it when not required. All legal nothing improper. But in my view it was a missed opportunity and suggests some hesitation about openly owning past decisions. 18/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"Theres still time. Next week $NXE faces its 2nd hearing where some parties will oppose Rook I. That may be the best moment for Luke to openly acknowledge his past tailings experience and how it shaped his ability to foresee & manage risk as the VP environment & licensing. 19/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"The CNSC values transparency as the Commission President noted when discussing the violation & AMP. Luke Moger is $NXE's main CNSC liaison. With UGTMF uncertainties still open an honest disclosure framed positively would likely be welcomed by the regulator not punished. 20/20"
X Link 2026-02-04T18:51Z [----] followers, [---] engagements
"Germany vs. $KSM"
X Link 2026-02-04T21:25Z [----] followers, [----] engagements
"I've requested the court filings for both Federal Court cases with a particular focus on the CNSC-related judicial review. Especially interested in the underlying documents and reasoning in the $NXE vs. CNSC case. During the December '25 Commission hearing the CNSC confirmed that at $NXE's request it reviewed both the facts & AMP amount. The Commission upheld the facts of the violation but reduced the penalty. $NXE then sought judicial review before Federal Court. Wait what Why 5/20 https://t.co/bwHTcBUQV4 During the December '25 Commission hearing the CNSC confirmed that at $NXE's request it"
X Link 2026-02-05T18:13Z [----] followers, [----] engagements
"Found my weekend read. I'll share an unbiased analysis after finishing it including criticism where warranted. It opens with something I've openly suspected for some time but a professional short report must deliver substantiation and verifiable evidence. Will read tomorrow. We are short NexGen Energy Ltd $NXE. We believe NPV of $NXE's Rook I project is overstated 43% to 62%. $NXE's 29.7M lbs. production is impossible and $NXE is ultimately an insider enrichment scheme with substantial downside. Full report now available https://t.co/4MDshx5BeT We are short NexGen Energy Ltd $NXE. We believe"
X Link 2026-02-06T16:18Z [----] followers, [----] engagements
"Love watching the $NXE cult try to debunk a short report (which I haven't even read yet) based on blind trust in the firms behind the feasibility studies. I've shown before that some engineering consultants tied to $NXE & $DNN were involved in Mount Polley & Trekkopje scandals"
X Link 2026-02-06T18:39Z [----] followers, [----] engagements
"Watching this movie tonight to get the right feel for pushing back against a superior cult machine that pushed me out of certain circles claiming I'm blinded by hate and that $NXE and Leigh can't fail purely because of the supposed quality of its deposit"
X Link 2026-02-06T20:16Z [----] followers, [----] engagements
"@BaystGuy @smallcapsteve @CulperResearch Tell me why it's rubbish. I'll allow spoilers tonight"
X Link 2026-02-06T21:23Z [----] followers, [--] engagements
"I might just wait a day or two to read all the $NXE cult rebuttals before actually reading the short report for myself. Seems like a more creative and entertaining exercise"
X Link 2026-02-06T21:31Z [----] followers, [----] engagements
"@smallcapsteve @BaystGuy @CulperResearch I've seen this too including horribly lazy short reports with clearly opportunistic execution. But have you on your own genuinely countered all of the bear points At least enough to re-test and refresh your own bull thesis"
X Link 2026-02-06T22:14Z [----] followers, [--] engagements
"@OhneHarry Yes that's nothing out of the ordinary and it's all I read so far. I'm making coffee now and I will read the full report in a bit"
X Link 2026-02-07T09:39Z [----] followers, [--] engagements
"$UEC drummed [--] cans of yellowcake in [----] (41k lbs $3.5M @ spot) and sold 810k lbs (900 drums for $66M revenue) from inventory into the spot market. The company now plans to reward directors via an S-8 for 6M shares under the [----] incentive plan ($96M at current prices). $UEC [----] stock incentive plan #uranium #utwits https://t.co/ACgN6NE9hv #open_secret Friday night awareness $UEC [----] stock incentive plan #uranium #utwits https://t.co/ACgN6NE9hv #open_secret Friday night awareness"
X Link 2026-02-07T10:21Z [----] followers, [----] engagements
"@Strathmoreplus When will you guys pivot to copper or gold"
X Link 2026-02-07T13:20Z [----] followers, [---] engagements
"@urani_umm The same can be said about NXE"
X Link 2026-02-07T13:43Z [----] followers, [---] engagements
"@StevenM65425645 You dont have to look at it that way at all. Even if the short report has merit it would likely take years for the thesis to play out. Shorting it before that happens is suicidal. The stock could still run 100% 200% or more because markets don't care about LT theories"
X Link 2026-02-07T13:46Z [----] followers, [---] engagements
"@Pigsapple113320 You are misreading it. The report isn't claiming there's no uranium below. It claims every technical assumption was pushed to the legal limit to present a best-case NPV. That's what I mean by the short report accusing NXE of being a technically legal Bre-X-ish (ish) scheme.""
X Link 2026-02-07T13:52Z [----] followers, [---] engagements
"@cameconews @DLeBlancNB Did you guys discuss increasing uranium sales to China as a diversification"
X Link 2026-02-07T15:27Z [----] followers, [---] engagements
"Canada's minister for CanadaUS relations discussed diversifying export markets for Canada's world-class uranium with $CCJ's Tim Gitzel. Hard to imagine China didn't come up more than once as the obvious diversification destination. Will Carney use the uranium lever on Trump This morning I met with Camecos CEO Tim Gitzel. As one of Canadas largest uranium producers Cameco is a leading partner in positioning Canada as an energy superpower. Canadas new government is catalyzing that potential by scaling up our nuclear energy generation capacity https://t.co/LNxPJ1HXhD This morning I met with"
X Link 2026-02-07T15:42Z [----] followers, [----] engagements
"I need to independently verify Culper's key un-nesting examples by reviewing the underlying Arrow sample-level assay tables not just headline drill intervals in press releases. That requires pulling provincial assessment data and will take time since I've never used it before. I'm only a few pages in and I've already spotted minor data errors and one conclusion I fundamentally disagree with. But calling this a lazy short report is wrong. I'm clearing my schedule; the accusations of a technically legal Bre-X-ish scheme deserve my full autistic focus. I'm only a few pages in and I've already"
X Link 2026-02-07T16:21Z [----] followers, [----] engagements
"Culper's $NXE short thesis' core centers on un-nesting assays & how mining economics change if mineralization is nuggety high-grade pods with weaker continuity. Corporate governance critiques are used to support the plausibility of "legally" pushing data to inflate NPVs. 1/3"
X Link 2026-02-07T16:58Z [----] followers, [----] engagements
"Any serious rebuttal has to address the report's A2-HG claims. Culper writes that $NXE Rook's economics live & die on realizable grades from the A2-HG zone but his short thesis also lives or dies on those same A2-HG assumptions. A2-HG is the fulcrum of the entire argument. 2/3"
X Link 2026-02-07T16:58Z [----] followers, [----] engagements
"So I'll mainly focus there because I have already addressed corporate governance for years. But I'm not a mining engineer so it'll take a few days. Also February is packed with CNSC hearings & opposition for $NXE ROOK starting next week. I need to clone myself asap. 3/3"
X Link 2026-02-07T16:58Z [----] followers, [----] engagements
"@zhc002 It's a point I disagree with it's not a poison pill it's a premium protection pill because the board debt issuers & mngmt all want to sell the asset but protect their multi-million cash out premium fees from lowball bids. Rook I will be sold because if not Leigh will hang"
X Link 2026-02-07T17:01Z [----] followers, [---] engagements
"@toiletkingcap @SoveyX Absolute savages those who flush with lid raised"
X Link 2026-02-07T20:37Z [----] followers, [---] engagements
"Saskatchewan's GeoAtlas is clunkier than NT's Geoscience & GEMIS but Im enjoying learning it and digging through old $NXE records. Early checks challenge Culper's QA/QC insinuations but more verification is needed. Next up: raw assay tables. Will this short report get debunked"
X Link 2026-02-07T22:26Z [----] followers, [----] engagements
"@Mark_IKN FAFO'd"
X Link 2026-02-08T09:28Z [----] followers, [---] engagements
"$NXE un-nesting of assays fully checks out on the [--] drill holes Culper selected. I am now working toward a broader population test across many additional holes. In parallel it is time to read Matthew Batty's '23 masters thesis to assess how diverse risks might stack up later on"
X Link 2026-02-08T15:17Z [----] followers, [---] engagements
"Culper's $NXE short cites multiple anonymous industry sources: 1040yr+ uranium veterans operators & mining engineers. If true that's a deep bench for such a niche sector. Raises a fair question: Are professional sector veterans growing tired of $NXE's unrealistic overhyping"
X Link 2026-02-08T16:38Z [----] followers, [----] engagements
"Any $NXE bull posting a rebuttal on Culpers short report please tag me or make me aware. Much appreciated π"
X Link 2026-02-08T20:45Z [----] followers, [----] engagements
"Hard to believe how clunky this still is. The Saskatchewan GeoAtlas raw assay file for $NXE's [----] summer drilling program (Appendix 4) is bugged; the download pop-up doesn't work. I'll have to request a ZIP by mail. SEDAR SEDI GeoAtlas all quirky 1980's websites lol"
X Link 2026-02-09T18:43Z [----] followers, [----] engagements
"@Mark_IKN @TheWealthMiner Se pilla antes al mentiroso que al cojo"
X Link 2026-02-09T20:19Z [----] followers, [---] engagements
"@HorribleDisgust The opposition comes in the following days. CNSC sticks with their assessment for both DNN & NXE and it will depend on the "Crown" which will likely approve with conditions. I hope. I want to see them get started already. It's time for the moment of technical real-life truth"
X Link 2026-02-10T08:38Z [----] followers, [---] engagements
"Culper's $NXE short reads like Homer's poems many voices stitched into one. This raises the question: did the scribe seek out those voices did the voices push him to write or did they all coincidentally converge in time & space Which voice delivered the technical critique"
X Link 2026-02-10T10:11Z [----] followers, [----] engagements
"I'll need a few more days before sharing my non-expert but holistic analysis of Culper's $NXE short. Some technical points have merit while others are used to overreach. He also omits factors that matter especially when stacking risks which I'll cover in my upcoming PDF report"
X Link 2026-02-10T10:15Z [----] followers, [----] engagements
"At the CNSC $NXE hearing Birch Narrow Dene Nation said many risks from Rook I remain unassessable today especially regional cumulative impacts from yet-undeveloped projects. This is where Leigh Curyer outsmarted his competition: securing Mtis support to oppose $PDN PLS permit"
X Link 2026-02-10T15:59Z [----] followers, [----] engagements
"English River Dene Nation's Cheyenna Hunt π a very sharp leader focused on $NXE & CNSC over the AMP violation. She raised serious $NXE ethical concerns openly suggested Rook I will be sold (slipped laughed) and asked whether a future buyer would be held responsible. Brutal"
X Link 2026-02-10T16:43Z [----] followers, [----] engagements
"Leigh Curyer went into defense mode downplaying the fact that $NXE is taking the CNSC to Federal Court framing it as seeking clarification (false) on the AMP rather than owning it. Travis (ignorantly) intervened and made it worse. Luke Moger wisely tried to smooth it down. English River Dene Nation's Cheyenna Hunt π a very sharp leader focused on $NXE & CNSC over the AMP violation. She raised serious $NXE ethical concerns openly suggested Rook I will be sold (slipped laughed) and asked whether a future buyer would be held responsible. Brutal. https://t.co/knHVTOlxYC English River Dene"
X Link 2026-02-10T16:55Z [----] followers, [----] engagements
"@HorribleDisgust How about Denison Mines Is Cates also working against NXE from behind the shadows The fact is $NXE promoted being further ahead than competitors during TD Bank conferences to attract investors vs. peers as per the CNSC violation"
X Link 2026-02-10T18:18Z [----] followers, [---] engagements
"@HorribleDisgust They literally started site preparation without a license and promoted this to the investment community to gain a competitive advantage. I think the AMP amount is very petty when compared to the violation. The fine should have been $5M at minimum"
X Link 2026-02-10T18:28Z [----] followers, [---] engagements
"@HorribleDisgust That's an apples-and-oranges comparison. The DFC has (with solid hindsight reasons) delayed the credit committee decision multiple times in the last [--] years. Global Atomic was forced to continue development because the mining license was already issued and the clock was ticking"
X Link 2026-02-10T18:37Z [----] followers, [---] engagements
"$NXE Patrick Burton Director of the Uranium Mines and Mills Division at the CNSC slipped up: (+-) Remember today is about the site preparation and construction license. We're not assessing a production license yet; that's still [--] to [--] years away. lmaoo"
X Link 2026-02-10T18:51Z [----] followers, [----] engagements
"@HorribleDisgust It's not about the investors; this is not a misleading step towards investors it is a straight lie to the Canadian Nuclear Regulator and all the stakeholders that expect NXE to be honest and ethical like all those First Nations. Instead NXE takes the CNSC to Federal Court now"
X Link 2026-02-10T18:53Z [----] followers, [---] engagements
"$DEV quarterly vs weekly chart. On the weekly the green line = the [---] EMA. A$155M market cap A$40M cash. Expensive Maybe but unconformity-style uranium greenfield exploration drilling starts in May. And with Tim Goyder at the helm surprise M&A is always on the table"
X Link 2026-02-10T19:18Z [----] followers, [----] engagements
"Willow Lake Mtis Nation took $NXE & $PDN to the Federal Court over alleged Crown failures to fulfill its duty to consult. On Nov [--] '25 WLMN filed a discontinuance with consent of $NXE a strategic withdrawal to avoid dismissal & preserve arguments for today's CNSC hearing"
X Link 2026-02-11T15:37Z [----] followers, [----] engagements
"I have nostalgic memories of my GenX childhood happily wrestling with buggy software and clunky websites. But today I wish Canadian institutions providing critical public data had grown out of their own GenX-era infrastructure"
X Link 2026-02-11T15:43Z [----] followers, [----] engagements
"We should approve Rook I so that First Nations from La Loche can finally visit Walmart"
X Link 2026-02-11T16:12Z [----] followers, [----] engagements
"Culper's $NXE short unnested [--] drill hole assays to argue mineralization is nuggety & pod-dependent. What surprises me is that he included a snapshot of but didn't apply the same un-nesting test to the summer [----] holes where $NXE highlighted long high-grade U intercepts"
X Link 2026-02-11T17:31Z [----] followers, [----] engagements
"This is the most serious uranium bear case I have seen so far. Ex-prince Andrew suggested uranium investments to Epstein: BBC https://t.co/rWuFgDWwun Ex-prince Andrew suggested uranium investments to Epstein: BBC https://t.co/rWuFgDWwun"
X Link 2026-02-11T20:26Z [----] followers, 10.2K engagements
"Working on a workaround for the large $NXE raw assay ZIP downloads that keep failing. Saskatchewan's site flagged the activity via Radware Cloud Services and effectively firewalled me β Changing IP didn't help. I'm letting it cool off for a few hours before retrying"
X Link 2026-02-12T15:15Z [----] followers, [---] engagements
"$CZR reports initial assays from its [----] Top Camp drill program. The Hemi-look-alike discovery punters appear to have exited pushing the stock back toward book value ($67M cash). More assays pending with further drilling set to begin in March across multiple projects"
X Link 2026-02-12T16:17Z [----] followers, [----] engagements
"$U.UN Quarterly"
X Link 2026-02-12T19:41Z [----] followers, [----] engagements
"@chainlink @Polymarket @dmoses34 when will you invite Sergey Nazarov for an interview"
X Link 2026-02-13T16:43Z [----] followers, [---] engagements
"@Tenchi__Sama @chainlink @Polymarket @dmoses34 Sir I'm on a choink holiday remember Will chime in by the end of this month"
X Link 2026-02-13T17:11Z [----] followers, [--] engagements
"@jonathan_groth @JSmith8286 Fair points. But claiming it's eating DYL's lunch is a stretch. CNNC is eating BMN shareholders' lunch here but at least it guarantees them half a sandwich. Which is better than a possible famine I guess"
X Link 2026-02-14T09:07Z [----] followers, [--] engagements
"I'm only a few pages in and I've already spotted minor data errors and one conclusion I fundamentally disagree with. But calling this a lazy short report is wrong. I'm clearing my schedule; the accusations of a technically legal Bre-X-ish scheme deserve my full autistic focus. We are short NexGen Energy Ltd $NXE. We believe NPV of $NXE's Rook I project is overstated 43% to 62%. $NXE's 29.7M lbs. production is impossible and $NXE is ultimately an insider enrichment scheme with substantial downside. Full report now available https://t.co/4MDshx5BeT We are short NexGen Energy Ltd $NXE. We"
X Link 2026-02-07T11:37Z [----] followers, 13.4K engagements
"$BMN have signed a Strategic Financing with Leading Global Integrated Nuclear Utility CNNC β This attractive long-term development and operating joint venture delivers Etango construction funding fully market-priced offtake arrangements and strategic partnership. We look https://t.co/QlDzHVvQa1 $BMN have signed a Strategic Financing with Leading Global Integrated Nuclear Utility CNNC β This attractive long-term development and operating joint venture delivers Etango construction funding fully market-priced offtake arrangements and strategic partnership. We look https://t.co/QlDzHVvQa1"
X Link 2026-02-12T10:47Z [----] followers, [----] engagements
"Sergey Nazarov is the Jeff Bezos of our era the Steve Jobs of the new financial system. Ive believed this since [----] and [----] has only exceeded my expectations. Whats coming next will be bigger while 99% of Fintwit as usual remains completely in the dark. I'm excited. Sergey Nazarov is the Jeff Bezos of our era the Steve Jobs of the new financial system. Ive believed this since [----] and [----] has only exceeded my expectations. Whats coming next will be bigger while 99% of Fintwit as usual remains completely in the dark. I'm excited"
X Link 2026-02-13T08:21Z [----] followers, [----] engagements
"@RaymondDuck6 I've been convincing myself not to go all in on $DEV since it was hovering around $0.07 and so far my decision to remain diversified has been the wrong one (in the short term)"
X Link 2026-02-13T20:32Z [----] followers, [---] engagements
"I love Antonio's "new" not so new format of presenting his interviews. This is by far the top-tier mining company CEO interview podcast in the space. There's a simple reason for this: gingers have no soul and are highly autistic by nature. Very deadly forensic combination. You dont need to be a geologist to get value out of core. You just need a few anchor questions. However geologists get excited about everything. So just listening to their answers isn't all that either. Thats not a moral failing btw its literally the job. A geologist https://t.co/yLJcIHfOv5 You dont need to be a geologist"
X Link 2026-02-13T20:44Z [----] followers, [----] engagements
"@rekurencja @hchris999 Cameco has [---] million known lbs left for sale. Lmao. Let alone whatever they will be able to discover additionally or known projects to buy out at a discount once these are undeveloped due to inexperience or distress. They are the only experienced uranium operator at scale"
X Link 2026-02-14T20:26Z [----] followers, [---] engagements
"$NXE Financial Shenanigansπ© Introduction Thread 1/19 A preview of my upcoming deep dive into $NXE's potential financial tricks technical hurdles and unique risks. We begin with a low-hanging fruit: Management compensationπ© The full report will be released in due time"
X Link 2024-02-28T19:30Z [----] followers, 154.6K engagements
"Exposing #FinancialShenanigansπ© In the #Uranium β Sector ****** Pinned Threads: $GREN Madison Metalsπ© 90-post 𧡠$FUU π© 21-post 𧡠$SUU π© 50-post 𧡠$NXE π© 19-post Intro𧡠https://x.com/PraiseKek/status/1762923331009859881s=20 https://x.com/PraiseKek/status/1761104189772464195s=20 https://x.com/PraiseKek/status/1754162562172629231s=20 https://x.com/PraiseKek/status/1735018490782732318s=20 $NXE Financial Shenanigansπ© Introduction Thread 1/19 A preview of my upcoming deep dive into $NXE's potential financial tricks technical hurdles and unique risks. We begin with a low-hanging fruit:"
X Link 2024-02-29T16:56Z [----] followers, 134.7K engagements
"Sergey Nazarov is the Jeff Bezos of our era the Steve Jobs of the new financial system. Ive believed this since [----] and [----] has only exceeded my expectations. Whats coming next will be bigger while 99% of Fintwit as usual remains completely in the dark. I'm excited. Watch the full interview: https://t.co/1EzTnP3kMB Watch the full interview: https://t.co/1EzTnP3kMB"
X Link 2025-08-30T17:33Z [----] followers, [----] engagements
"The $LGO boys & girls can thank @TRAVmoneyofmine for this. At least he warned you on time π"
X Link 2026-02-12T16:59Z [----] followers, 10.9K engagements
"I suspect Culper only unnested [--] $NXE raw assay holes because he couldn't retrieve the full datasets from the Saskatchewan database. I've been wrestling with it as well but I may have found a real workaround. I will present 100+ drill holes for a broader less selective review. We are short NexGen Energy Ltd $NXE. We believe NPV of $NXE's Rook I project is overstated 43% to 62%. $NXE's 29.7M lbs. production is impossible and $NXE is ultimately an insider enrichment scheme with substantial downside. Full report now available https://t.co/4MDshx5BeT We are short NexGen Energy Ltd $NXE. We"
X Link 2026-02-13T16:26Z [----] followers, [----] engagements
"So $BMN sold 45% Etango to China just to rush financing of CAPEX as if it couldn't secure proper debt financing because of a military coup and $BMN shareholders are trying to convince me that this is a 10/10 move and the company is eating $DYL's lunch I'm a bit confused"
X Link 2026-02-13T17:09Z [----] followers, [----] engagements
"No hate toward $BMN/Etango. But it has moved too fast as many others have. Patience rewards the disciplined. $BMN is a one-trick pony while $DYL is a multi-project multi-jurisdictional play. Even if Tumas takes a similar path (Borshoff's exit) $DYL is still the better play. So $BMN sold 45% Etango to China just to rush financing of CAPEX as if it couldn't secure proper debt financing because of a military coup and $BMN shareholders are trying to convince me that this is a 10/10 move and the company is eating $DYL's lunch I'm a bit confused. https://t.co/Tmin1ajYxd So $BMN sold 45% Etango to"
X Link 2026-02-13T20:04Z [----] followers, [----] engagements
"@HuxleyMick @SilverCrisis405 @GitzelsGreen If it would be up to me there's only one place he should naturally pop up: $DEV ARUP. His previous playground when he was employed geo at Uranerz and his favorite Big Sleeper playground when CEO at $DYL. Secondary role but still involved in finding his new & preferred Ranger"
X Link 2026-02-13T21:46Z [----] followers, [---] engagements
"@PhuketPotato Yes $BMN is derisked now. So it will still do very well π"
X Link 2026-02-14T09:14Z [----] followers, [---] engagements
""You only get one chance at selling new uranium capacity and to monetize it." Grant Isaac"
X Link 2026-02-14T19:56Z [----] followers, [----] engagements
"@hchris999 I understand and I used to be more critical of Grant for bashing the developers but my view has changed on that. Cameco is saving the best for last. Quite funny how Grant addressed the McArthur River hiccups. Quite telling"
X Link 2026-02-14T20:13Z [----] followers, [---] engagements
"@hchris999 @PauloMacro Yes. Grant is literally saying "We won't play the hero; we won't try to solve those issues unless we get better terms. Until then we will slowly address them but don't expect any solution soon let alone any ramp-up from this mine. Utilities: Who cares Rook I will solve it"
X Link 2026-02-14T20:22Z [----] followers, [---] engagements
"@Mining_Monsters @YellowLabLife I already verified those as I mentioned previously ( a few days ago) and they check out but you also need to nuance the selective Culper test and outcome. I'm now foing a broader population test across 100+ economic intervals. Takes time"
X Link 2026-02-15T20:27Z [----] followers, [--] engagements
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