#  @patmvcr patmvcr patmvcr posts on X about $ura, $urnm, $nlr, $urnj the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1938618772505669632/interactions)  - [--] Week [---] -94% - [--] Month [------] -9.70% - [--] Months [-------] +4,308% ### Mentions: [--] [#](/creator/twitter::1938618772505669632/posts_active)  - [--] Week [--] -29% - [--] Month [--] +51% - [--] Months [---] +2,480% ### Followers: [------] [#](/creator/twitter::1938618772505669632/followers)  - [--] Week [---] +0.14% - [--] Month [---] +12% - [--] Months [---] +356% ### CreatorRank: undefined [#](/creator/twitter::1938618772505669632/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [exchanges](/list/exchanges) [social networks](/list/social-networks) [celebrities](/list/celebrities) [currencies](/list/currencies) **Social topic influence** [$ura](/topic/$ura) #13, [$urnm](/topic/$urnm), [$nlr](/topic/$nlr), [$urnj](/topic/$urnj), [uranium](/topic/uranium), [stocks](/topic/stocks), [in the](/topic/in-the), [$uec](/topic/$uec), [money](/topic/money), [$sput](/topic/$sput) **Top accounts mentioned or mentioned by** [@quakes99](/creator/undefined) [@sprott](/creator/undefined) [@omro1975](/creator/undefined) [@umeshgandhi007](/creator/undefined) [@skysurfer75](/creator/undefined) [@slocan68](/creator/undefined) [@swedishuranium](/creator/undefined) [@youtube](/creator/undefined) [@bidbird10](/creator/undefined) [@hchris999](/creator/undefined) [@terrypapineau2](/creator/undefined) [@holdcomarkets](/creator/undefined) [@yellowbull11](/creator/undefined) [@gouranium](/creator/undefined) [@uraniumequities](/creator/undefined) [@wugooey](/creator/undefined) [@kingfisha79](/creator/undefined) [@penenergy](/creator/undefined) [@isoenergyltd](/creator/undefined) [@globeandmail](/creator/undefined) **Top assets mentioned** [Uranium Energy Corp. (UEC)](/topic/$uec) [Pentagon Games (PEN)](/topic/$pen) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Eaton Vance Senior Floating-Rate Fund (EFR)](/topic/$efr) [Cameco Corporation (CCJ)](/topic/$ccj) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Morgan Stanley (MS)](/topic/morgan-stanley) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) ### Top Social Posts Top posts by engagements in the last [--] hours ". and I see that Morgan Stanley is a big buyer today. Is that who $URA use to do their buying #uranium Here's a more complete table. not sure where you came up with FUU weighted at 0.23%. last night FUU is weighted at 0.10% but the rest is correct. $URA will have to pick up quite a few SASK shares. They are usually quite clumsy. buying on the last day. #uranium https://t.co/dIUyVW5z2b Here's a more complete table. not sure where you came up with FUU weighted at 0.23%. last night FUU is weighted at 0.10% but the rest is correct. $URA will have to pick up quite a few SASK shares. They are" [X Link](https://x.com/patmvcr/status/1950235587925201118) 2025-07-29T16:42Z [---] followers, [---] engagements "Actually. just in the last few minutes. when Morgan Stanley let up on the buying pressure for the day. #uranium $SASK.v volume 10* avg down quite hard in last hours🧐 #uranium $SASK.v volume 10* avg down quite hard in last hours🧐 #uranium" [X Link](https://x.com/patmvcr/status/1950301653082787987) 2025-07-29T21:05Z [---] followers, [----] engagements "I think they have been doing some buying. New actors in the trade the past couple of days . Morgan Stanley (yesterday) & Anonymous (today) compared to typical. I think we will as usual see most of the action tomorrow. #uranium @SloCan68 Today no action in $SASK so far. Has $URA already reached their target share volume or are they waiting for tomorrow #Uranium @SloCan68 Today no action in $SASK so far. Has $URA already reached their target share volume or are they waiting for tomorrow #Uranium" [X Link](https://x.com/patmvcr/status/1950615354855858220) 2025-07-30T17:51Z [---] followers, [----] engagements "11 million in the last minute and the price barely budged. must have had the sellers lined up. Will report $URA's holdings of $SASK later. #uranium" [X Link](https://x.com/patmvcr/status/1951057209389097258) 2025-07-31T23:07Z [---] followers, [---] engagements "Not sure how you coming up with those numbers. if you are counting $OKLO and $SMR as non-#uranium/#nuclear obviously $URA doesn't see them that way. they increased their weighting dramatically https://www.solactive.com/downloads/Guideline-Solactive-SOLURANT.pdf @UraniumEquities The URA rebalancing is NOT finished. They still are 37.63% invested in non-uranium sector. And the maximum exposure allowed is 30% Effective by 1st August [----] #uranium https://t.co/DSxlSHQJ6M https://www.solactive.com/downloads/Guideline-Solactive-SOLURANT.pdf @UraniumEquities The URA rebalancing is NOT finished. They" [X Link](https://x.com/patmvcr/status/1951280091339825210) 2025-08-01T13:53Z [---] followers, [----] engagements "@quakes99 We all know about THOSE reasons but why the push today Risk on perhaps I see NASDAQ up strongly today" [X Link](https://x.com/patmvcr/status/1952513025514381805) 2025-08-04T23:32Z [---] followers, [---] engagements "Is this the headline "Trump is nominating Stephen Miran to temporarily fill vacancy at the Fed" He's the "tariff guy" #uranium BREAKING: The White House says President Trump is about to make a major announcement about the economy. #silver #gold #btc #xrp #uranium BREAKING: The White House says President Trump is about to make a major announcement about the economy. #silver #gold #btc #xrp #uranium" [X Link](https://x.com/patmvcr/status/1953553779334558092) 2025-08-07T20:28Z [---] followers, [---] engagements "Any ideas or rumours why FFU (F4 Uranium) was up 19% on double the average volume My shares were a "gift with purchase" from my FUU (F3 Uranium) holdings. Call me mad but FUU was one of my mad money purchases but only represents less than 1% of my portfolio. #uranium" [X Link](https://x.com/patmvcr/status/1956116794688868424) 2025-08-14T22:12Z [---] followers, [---] engagements "No changes at $URA reported. $URNJ reported no changes in OS units but they have sold a bit of their holdings. my guess is for operating cash. $URNM again seeing outflows. Another -160k units redeemed bringing the total to 3.3M units redeemed since July [--]. Why #uranium" [X Link](https://x.com/patmvcr/status/1956763233567854705) 2025-08-16T17:01Z [---] followers, [----] engagements "As bad as today looks let's put things into perspective #uranium" [X Link](https://x.com/patmvcr/status/1957867113198375088) 2025-08-19T18:07Z [---] followers, [---] engagements "Anyone out there been tracking $NLR units outstanding Have they been "guilty" of redemptions recently I'll start to track them. #uranium 👴Gordon Pape one of #Canada's best known experts on investing with Mutual funds and ETFs is today recommending VanEck #Uranium and #Nuclear ETF $NLR for aggressive investors wanting exposure to the nuclear industry.💰⚛⛏🤠🐂 https://t.co/ME3TcUAHGb 👴Gordon Pape one of #Canada's best known experts on investing with Mutual funds and ETFs is today recommending VanEck #Uranium and #Nuclear ETF $NLR for aggressive investors wanting exposure to the nuclear" [X Link](https://x.com/patmvcr/status/1958602264668774688) 2025-08-21T18:49Z [---] followers, [---] engagements "I know I'm starting to sound like a broken record but once again no changes at $URA & $URNJ while $NLR issued 250k new units So why are $URNM's AP's continuing to redeem units. another 850k yesterday while everyone else is riding the wave Why . why.why #uranium" [X Link](https://x.com/patmvcr/status/1958940184344764833) 2025-08-22T17:11Z [---] followers, [---] engagements "No changes reported at either of the Sprott #uranium ETF's or at NRL but there has been a 0.3% increase in holdings over at $URA indicating they will tomorrow report 300k new units issued. $NLR not yet reported. Makes those redemptions over at $URNM all the more intriguing" [X Link](https://x.com/patmvcr/status/1960155037159805336) 2025-08-26T01:39Z [---] followers, [---] engagements "Niger is kinda like Saskatchewan. home to the richest #uranium deposits in the world but gets 81% of its electricity from burning dirty coal and natural gas. a nd 0% from nuclear power.🙄🙄🙄🙄 Russia has dangled the possibility of building a #nuclear power plant in uranium-rich Niger - a vast arid state on the edge of the Sahara desert that has to import most of its electricity. #NuclearEnergy #uranium https://t.co/hFgRJy66X9 Russia has dangled the possibility of building a #nuclear power plant in uranium-rich Niger - a vast arid state on the edge of the Sahara desert that has to import most" [X Link](https://x.com/patmvcr/status/1960749881989193950) 2025-08-27T17:02Z [---] followers, [---] engagements "Yesterday there wasn't much to report on the #uranium ETF's I follow. This evening $URA reports an increase in their holdings which will translate into 190k new units issued. $NLR reported 350k new units issued. No changes at $URNM today but $URNJ reported 150k in redemptions" [X Link](https://x.com/patmvcr/status/1960915512491466904) 2025-08-28T04:01Z [---] followers, [---] engagements "No changes at the [--] Sprott #uranium ETF's but $URA reports 140K new units issued (not 190K) and their holdings indicate they will report 320K in redemptions tomorrow breaking a trend of new units issued. $NLR reported 200K new units issued" [X Link](https://x.com/patmvcr/status/1961294388661031256) 2025-08-29T05:06Z [---] followers, [----] engagements "@wugooey @Swedish_uranium Niger is suffering its own form of trauma. The geopolitics have kept me away from what should be a no-brainer investment $GLO #uranium" [X Link](https://x.com/patmvcr/status/1961632757966385457) 2025-08-30T03:31Z [---] followers, [---] engagements "This evening $URA reported those 140K new units issued . No changes at either of the Sprott #uranium ETF's (I think they have the cash they need for their SPUT raise). $NLR reported 150K new units issued. Gonna be a hot week Once again no changes at the Sprott #uranium ETF's or at $NRL but there were changes reported at $URA this evening. $URA reported 370K in redemptions (not 320K). They somewhat made up for it because their posted holdings indicate on Tues they will report 140K new units issued. https://t.co/GZQNJGKTqF Once again no changes at the Sprott #uranium ETF's or at $NRL but there" [X Link](https://x.com/patmvcr/status/1963094895884960182) 2025-09-03T04:21Z [---] followers, [----] engagements "Has anyone plotted new #uranium lbs found against the #uranium price over that past [--] years. My gut feeling is it would show that in periods with higher $$ more lbs were found. I've been in the #uranium exploration business since the mid 1980's. I'm sure my gut feeling is right" [X Link](https://x.com/patmvcr/status/1964094389140992111) 2025-09-05T22:32Z [---] followers, [----] engagements "Here on the Left Coast we are just hoping for a bit of rain and fresh air. As the weather cools and the life giving rains arrive in the next few weeks we will all be quite happy Trust me Have a great weekend #uranium #uraniumsqueeze Getting Comfortably Numb on Friday evening mellowing to some Floyd and enjoying a Manhattan while I contemplate how long it will take for the #Uranium sector to absorb the WNA Nuclear Fuel Report and finally kick into high gear once investors have their Ah ha moment. https://t.co/Dp3Qk858Fv Getting Comfortably Numb on Friday evening mellowing to some Floyd and" [X Link](https://x.com/patmvcr/status/1964095244288340358) 2025-09-05T22:36Z [---] followers, [---] engagements "Aside from those 340K in new units I said $URA would report this evening no changes at any of the #uranium ETF's I follow. I expect that will change in the not to distant future Good night John Boy #uraniumsqueeze No changes reported at either of the Sprott #uranium ETF's or at $NLR but $URA's holdings indicate that tomorrow 340K new units will be reported issued. good night #uraniumsqueeze No changes reported at either of the Sprott #uranium ETF's or at $NLR but $URA's holdings indicate that tomorrow 340K new units will be reported issued. good night #uraniumsqueeze" [X Link](https://x.com/patmvcr/status/1964187216936378711) 2025-09-06T04:41Z [---] followers, [---] engagements "Very nice summary Lucijan Wish I was there. I plan to attend [--] of the big mining shows here in Canada next year. I'll be looking for the "buzz" of the last bull run when every analyst was accosting me because I was wearing a name badge with the word "#uranium" Friends here are my impressions from the WNA Symposium I returned from yesterday. In the next couple of days/weeks I will give you more insights about this and my take on the Fuel Report. #uranium #nuclearenergy Read here:https://t.co/LMjSZSkSsg Friends here are my impressions from the WNA Symposium I returned from yesterday. In the" [X Link](https://x.com/patmvcr/status/1964835971964551524) 2025-09-07T23:39Z [---] followers, [---] engagements "$URA reported those 160K new units issued and that's it. $URNM reported another modest 20K new units and $NLR reported 300K new units issued. No changes at $URNJ #uranium" [X Link](https://x.com/patmvcr/status/1965998367047299496) 2025-09-11T04:38Z [---] followers, [---] engagements "Need to wait for the #uranium ETFs to stop dumping $PEN Pretty uneventful day so far for #uranium stocks on the #asx $AGE flat $BMN -2.7% $BOE +6.1% $DYL +0.8% $LOT -2.8% $PDN +0.9% $PEN -4.31% As usual $PEN disappointing shareholders after recent cap raise. When will there be some interest in this company Waiting for the Pretty uneventful day so far for #uranium stocks on the #asx $AGE flat $BMN -2.7% $BOE +6.1% $DYL +0.8% $LOT -2.8% $PDN +0.9% $PEN -4.31% As usual $PEN disappointing shareholders after recent cap raise. When will there be some interest in this company Waiting for the" [X Link](https://x.com/patmvcr/status/1967442542485803379) 2025-09-15T04:17Z [---] followers, [---] engagements "$URA and $URNM have dumped 8.5M & 9.5M shares respectively since $PEN resumed trading back in August. $URA no longer holds any more $PEN shares. $URNJ is holding steady with theirs so one would hope when $URNJ takes off they will be buying. #uranium @patmvcr Looks like there was ETF selling for $PEN yesterday- 5X normal daily trading volume although the stock was only down 3.45%. Interesting to see how the poor take up by retail investors in the recent share offer translates into buying interest in the open market going forward. @patmvcr Looks like there was ETF selling for $PEN yesterday- 5X" [X Link](https://x.com/patmvcr/status/1967659917369807120) 2025-09-15T18:40Z [---] followers, [---] engagements "Nice to hear from Bill. and nice to hear that he thinks M&A is bound to happen in the ISR business in order to reduce G&A expenses. I tend to agree. I like $enCoreEnergy $EU and hold a fair amount of it. #uranium #uranium enCore Energy: Extraction Growth & $115M Financing RCTV Beaver Creek [----] https://t.co/6JBD9wlFYO via @YouTube #uranium enCore Energy: Extraction Growth & $115M Financing RCTV Beaver Creek [----] https://t.co/6JBD9wlFYO via @YouTube" [X Link](https://x.com/patmvcr/status/1967762711103897996) 2025-09-16T01:29Z [---] followers, [----] engagements "Now that's more like it $URA reported no changes in OS units but holdings indicate that tomorrow they will announce 1.6MILLION new units issued $URNM and $URNJ were in the buy aisle today as well adding 30K & 60K units respectively. Awaiting $NLR report #uranium" [X Link](https://x.com/patmvcr/status/1968137555641274597) 2025-09-17T02:18Z [---] followers, 11.1K engagements "@quakes99 $URNM is quite overweight in Cameco 17+% so maybe they have started already will post tonight what they have done" [X Link](https://x.com/patmvcr/status/1968434174647533745) 2025-09-17T21:57Z [---] followers, [--] engagements "I think that maybe Peninsula $PEN will start to recover since $URNM sold off the last of their $PEN holdings yesterday and $URA finished dumping theirs last week. Thanks for keeping the #uranium party going downunder mates #Uranium Uran party in Australia ☢☢😉 https://t.co/u054FDvxwZ #Uranium Uran party in Australia ☢☢😉 https://t.co/u054FDvxwZ" [X Link](https://x.com/patmvcr/status/1968509035864601062) 2025-09-18T02:55Z [---] followers, [----] engagements "@BidBird10 Yeah. Scammers. Dump and pumpers. I happen to know many of the technical people at $UEC and they are experts in their field. #uranium" [X Link](https://x.com/patmvcr/status/1968669740743700974) 2025-09-18T13:33Z [---] followers, [---] engagements "Well that amounted to a nothing burger #uraniumTourists #uranium #uraniumSqueeze Spruce Point's love letter to UEC: 'We think you're overvalued by 85%'. Ouch. Looks like someone's about to get a nuclear winter in their portfolio #Uranium☢ https://t.co/KzcxtOhZyQ Spruce Point's love letter to UEC: 'We think you're overvalued by 85%'. Ouch. Looks like someone's about to get a nuclear winter in their portfolio #Uranium☢ https://t.co/KzcxtOhZyQ" [X Link](https://x.com/patmvcr/status/1968770135310655831) 2025-09-18T20:12Z [---] followers, [----] engagements "2/2 Remember I mentioned Sprott's new kid on the block $METL. I've been tracking them. In one week their AUM has increased more than [--] fold from 100K units to 660K units today. Some familiar #uranium names in there. maybe some Sprott money is rotating from $URNM to $METL" [X Link](https://x.com/patmvcr/status/1968917332991865168) 2025-09-19T05:57Z [---] followers, [---] engagements "The chart speaks. #uranium #uraniumSqueeze #UraniumStocks Seeing some nice buy blocks for $SPUT https://t.co/QJnxIM3TQw Seeing some nice buy blocks for $SPUT https://t.co/QJnxIM3TQw" [X Link](https://x.com/patmvcr/status/1970194941205979641) 2025-09-22T18:34Z [---] followers, [----] engagements "I was really tired after rehearsal last night and didn't post but $URA did report the 300K in new units issued & holdings +250K will be reported tonight. $URNM added 140K new units while $URNJ is snoozing. Rebalancing at $NLR was implemented on Friday. #uranium" [X Link](https://x.com/patmvcr/status/1970513827101057097) 2025-09-23T15:41Z [---] followers, [---] engagements "$URA reported those 250K new units and their holdings show +650K units will be reported tomorrow. Both $URNM and $URNJ were expanding as well adding 310K and 10K new units respectively. $NLR added 250K units #uranium ETFs on the move #uraniumSqueeze" [X Link](https://x.com/patmvcr/status/1970728295194079746) 2025-09-24T05:53Z [---] followers, [----] engagements "$URA reported those 300K redemptions today and holdings indicate they will report another 600K in redemptions tomorrow. No wonder #uranium stocks have been under pressure $URNM added a very modest 20K and $NLR 200K new units issued. No changes at $URNJ. #uraniumSqueeze" [X Link](https://x.com/patmvcr/status/1971441454536155196) 2025-09-26T05:07Z [---] followers, [----] engagements "I really don't see any #uranium production from Dasa coming West #Niger wants to build two 2000-megawatt nuclear reactors in partnership with Russia's state-owned nuclear corporation Rosatom while also proposing to cooperate with Russia in developing #uranium reserves in the country. https://t.co/GGnkIMo5fC #Niger wants to build two 2000-megawatt nuclear reactors in partnership with Russia's state-owned nuclear corporation Rosatom while also proposing to cooperate with Russia in developing #uranium reserves in the country. https://t.co/GGnkIMo5fC" [X Link](https://x.com/patmvcr/status/1971444225129808361) 2025-09-26T05:18Z [---] followers, [----] engagements "What's weird is that the $SASK news was released on Monday. and the pop came today Must have been that the interview with Boisjoli which was posted last night caught someone's eye. #uranium Share price of #Uranium juniors with good news like $SASK now starting to pop. I love this phase. Share price of #Uranium juniors with good news like $SASK now starting to pop. I love this phase" [X Link](https://x.com/patmvcr/status/1971603463210762465) 2025-09-26T15:51Z [---] followers, [---] engagements "$URA reported those 600K in redemptions; holdings indicate bleeding has stopped for now & no more redemptions will be reported on Monday. $URNJ added to the downward price pressure on #uranium stocks announcing 250K in redemptions while $URNM and $NLR added 80K & 125K new units. $URA reported those 300K redemptions today and holdings indicate they will report another 600K in redemptions tomorrow. No wonder #uranium stocks have been under pressure $URNM added a very modest 20K and $NLR 200K new units issued. No changes at $URNJ. #uraniumSqueeze $URA reported those 300K redemptions today and" [X Link](https://x.com/patmvcr/status/1972019276832965061) 2025-09-27T19:23Z [---] followers, [----] engagements "Sprott still has not updated the holdings lists for any of their #uranium ETF's as of this morning. Busy busy busy No changes reported at $URA this evening. But $NLR added 375K new units $URNM reports 70K new units issued; no changes at $URNJ. And neither of them has had their holdings list updated since Friday. Sprott must have all hands on deck working on the rebalancing #uranium No changes reported at $URA this evening. But $NLR added 375K new units $URNM reports 70K new units issued; no changes at $URNJ. And neither of them has had their holdings list updated since Friday. Sprott must" [X Link](https://x.com/patmvcr/status/1973036817156100495) 2025-09-30T14:46Z [---] followers, [----] engagements "Well Sprott finally updated those holdings and there were no radical changes except for the pro rata increase in holdings for $URNM to account for the 70K new units #uranium Sprott still has not updated the holdings lists for any of their #uranium ETF's as of this morning. Busy busy busy https://t.co/M5GuPrT8vo Sprott still has not updated the holdings lists for any of their #uranium ETF's as of this morning. Busy busy busy https://t.co/M5GuPrT8vo" [X Link](https://x.com/patmvcr/status/1973096864858698071) 2025-09-30T18:45Z [---] followers, [----] engagements "@Kingfisha79 @PEN_Energy If you are talking about $URNM holdings.no. they ditched PEN in mid September" [X Link](https://x.com/patmvcr/status/1973528053327556920) 2025-10-01T23:18Z [---] followers, [--] engagements "And here is the updated weightings spreadsheet for $URNM. You can see that $UEC was the big loser. going from 6.68% to 4.61% of holdings. moving from 5th to 8th in ranking. #uranium" [X Link](https://x.com/patmvcr/status/1973583766296863106) 2025-10-02T03:00Z [---] followers, [---] engagements "And here is the updated accounting $$ spreadsheet for $URNM Does anyone have any idea what is going on here How can they report 2.85M new units one day and then hack that back by 2.7M the next Was there really an inflow of $172M Was the money really there #uranium" [X Link](https://x.com/patmvcr/status/1973585208420311426) 2025-10-02T03:05Z [---] followers, [---] engagements "I see SPUT issued [------] new units but didn't buy any pounds. Share price is at a +0.75% premium to NAV ($19.75) Just a thought. are Sprott suppressing the #uranium spot price to keep the share price at a premium to NAV so they can keep the ATM alive" [X Link](https://x.com/patmvcr/status/1973888392283996513) 2025-10-02T23:10Z [---] followers, [----] engagements "You took the words right out of my mouth The "drip drip drip" I think those drops will soon be seen to evaporate before hitting the ground. #uranium virga. The line up of financial players for those precious drops is getting longer. @hchris999 AFAIK Sprott still adheres to their "no risk" requirement that all physical #Uranium purchased MUST already be in storage at one of the [--] secure western storage sites at conversion plants in Canada US & France able to have its ownership transferred on paper within [--] days. @hchris999 AFAIK Sprott still adheres to their "no risk" requirement that all" [X Link](https://x.com/patmvcr/status/1974521148101796212) 2025-10-04T17:05Z [---] followers, [---] engagements "I should have added these.😆" [X Link](https://x.com/patmvcr/status/1977806736812917114) 2025-10-13T18:40Z [---] followers, [---] engagements "and the #uranium ETF's have been forming a similar lovely pattern . #uraniumSqueeze" [X Link](https://x.com/patmvcr/status/1977807088924688488) 2025-10-13T18:42Z [---] followers, [----] engagements "@quakes99 Based on (recent) past history they will issue new units. but who knows What leads me to think they will is the lack of new unit issuances in either Sprott ETF over that past many weeks while other uranium ETF's have been busy issuing. I'll update that table. Utwits" [X Link](https://x.com/patmvcr/status/2002445251911561344) 2025-12-20T18:25Z [---] followers, [----] engagements "@TerryPapineau2 @IsoEnergyLtd No I think it has to do with the results from drilling at Dorado JV with $PTU. Nice #uranium grades. $ISO https://www.isoenergy.ca/news-media/isoenergy-and-purepoint-report-assay-grades-of-up-to-54-uo-from-initial-holes--at-the-nova-discovery-on-the-dorado-jv https://www.isoenergy.ca/news-media/isoenergy-and-purepoint-report-assay-grades-of-up-to-54-uo-from-initial-holes--at-the-nova-discovery-on-the-dorado-jv" [X Link](https://x.com/patmvcr/status/1953551391236173850) 2025-08-07T20:18Z [---] followers, [---] engagements "@SloCan68 What were the main take aways from the $KAP Q2 call this morning #uranium" [X Link](https://x.com/patmvcr/status/1958902761044812279) 2025-08-22T14:43Z [---] followers, [---] engagements "@SloCan68 Not many commodity producers would see their rating maintained when their production guidance is reduced. Such is the nature of the #uranium business. $CCO benefits from its integrated model. a company pumping crude oil refining it selling it & making the cars that use it" [X Link](https://x.com/patmvcr/status/1961455069578060167) 2025-08-29T15:45Z [---] followers, [---] engagements "No changes reported this evening at $URA $URNM or $NLR. but $URNJ reported 180K new units issued. Maybe this baby will get a chance to shine #uranium #uraniumsqueeze" [X Link](https://x.com/patmvcr/status/1963441422906135045) 2025-09-04T03:18Z [---] followers, [---] engagements "No changes reported at either of the Sprott #uranium ETF's or at $NLR but $URA's holdings indicate that tomorrow 340K new units will be reported issued. good night #uraniumsqueeze" [X Link](https://x.com/patmvcr/status/1963824489181168001) 2025-09-05T04:40Z [---] followers, [----] engagements "The most interesting part of the interview is the last [--] minutes when Cory explains at what stage Cameco $CCO might consider jumping on someone else's #uranium development project. Cameco: Uranium Outlook Has Never Been More Bullish #uranium https://t.co/kgNR9j2EBw Cameco: Uranium Outlook Has Never Been More Bullish #uranium https://t.co/kgNR9j2EBw" [X Link](https://x.com/patmvcr/status/1965120109904806002) 2025-09-08T18:28Z [---] followers, [---] engagements "$URA reported no changes in OS units but their holdings indicate they will announce +130K units issued. $URNJ +20K new units. $NLR +100K new units issued but with their goofy reporting I'm not sure if that was over the weekend or today. $URNM no changes #uranium" [X Link](https://x.com/patmvcr/status/1965255841545863564) 2025-09-09T03:27Z [---] followers, [----] engagements "no changes at any of the Sprott #uranium ETF's or at $NLR to report. but $URA's holdings indicate that tomorrow they will report 690K new units issued. The fly wheel is starting up" [X Link](https://x.com/patmvcr/status/1966357930862633434) 2025-09-12T04:27Z [---] followers, [----] engagements "I'm beginning to wonder if I have been barking up the wrong $Sprott tree. Last week they launched a new ETF. Maybe this is where some of the $URNM AP's have rorated their funds https://sprottetfs.com/metl-sprott-active-metals-miners-etf/utm_source=insights&utm_medium=email&utm_campaign=sprott-digest&_cldee=G2opE8yF2eOUUdgWxxKxC9tzcCSFQdNRGj1x3fDugHeZK8YUTj2Ev5K2i7nT5Yjr&recipientid=lead-47a6606b84e5ec11bb3d000d3ae95f53-891d388c804147ab88fca5a887109d28&esid=60eac561-308f-f011-b4cb-002248b382b7 So to update my post from the other week $URNM's AP's have now redeemed 4.2M units or about $200M" [X Link](https://x.com/patmvcr/status/1966523548077588684) 2025-09-12T15:25Z [---] followers, [---] engagements "Again no changes at either of $Sprott #uranium ETF's. $URA did report those 690K new units issued & their holdings indicate 400K new units will on Monday be reported issued. That's 1.5M new units issued since last week of August. Overnight $NRL also report 50K new units issued. no changes at any of the Sprott #uranium ETF's or at $NLR to report. but $URA's holdings indicate that tomorrow they will report 690K new units issued. The fly wheel is starting up https://t.co/FjIZODv69Z no changes at any of the Sprott #uranium ETF's or at $NLR to report. but $URA's holdings indicate that tomorrow" [X Link](https://x.com/patmvcr/status/1966895096718389738) 2025-09-13T16:01Z [---] followers, [----] engagements "$URA didn't report any changes in their holdings but those 400K new units were today reported issued. Changes in $NLR's holdings reported over the weekend indicate they will later this evening be reporting 225K new units issued. No changes at $URNJ or $URNM #uranium" [X Link](https://x.com/patmvcr/status/1967761488913093102) 2025-09-16T01:24Z [---] followers, [---] engagements "I just got a chance to update my $NLR spreadsheet and their holdings data indicate that they will today report 260K new units issued. so every #uranium ETF I track was in the buy aisle Now that's more like it $URA reported no changes in OS units but holdings indicate that tomorrow they will announce 1.6MILLION new units issued $URNM and $URNJ were in the buy aisle today as well adding 30K & 60K units respectively. Awaiting $NLR report #uranium https://t.co/6e0VWMMIGC Now that's more like it $URA reported no changes in OS units but holdings indicate that tomorrow they will announce 1.6MILLION" [X Link](https://x.com/patmvcr/status/1968377078988018138) 2025-09-17T18:10Z [---] followers, [----] engagements "I got the updated data from $NLR earlier today . and they actually issued 275K new units. I'll get their updated holdings report for today overnight. #uranium I just got a chance to update my $NLR spreadsheet and their holdings data indicate that they will today report 260K new units issued. so every #uranium ETF I track was in the buy aisle I just got a chance to update my $NLR spreadsheet and their holdings data indicate that they will today report 260K new units issued. so every #uranium ETF I track was in the buy aisle" [X Link](https://x.com/patmvcr/status/1968507214702027160) 2025-09-18T02:47Z [---] followers, [---] engagements "Not sure what will happen to $PEN. but the way I read it URNM is not obligated to include all of the securities in North Shore Global Uranium Mining Index. All I know is $URNM have dumped it all & it would be weird to dump then add. $URNJ held onto theirs. #uranium @patmvcr Whats the story with $PEN and $URNM Will they have to buy it all back by September [--] or did it drop below the threshold @patmvcr Whats the story with $PEN and $URNM Will they have to buy it all back by September [--] or did it drop below the threshold" [X Link](https://x.com/patmvcr/status/1968519755825877176) 2025-09-18T03:37Z [---] followers, [----] engagements "Always nice to hear from Justin. WRT Orano interest in Arrow. Orano has history in the Western Athabasca (Cluff Lake) + controlling interest in Shea Creek to the N of Arrow et al. If the French Government has the stomach for it I could see them taking out $NXE #uranium #Uranium Insider Insights on Prices Supply Shortfalls & M&A Deals https://t.co/xMJNybt9ty via @YouTube #Uranium Insider Insights on Prices Supply Shortfalls & M&A Deals https://t.co/xMJNybt9ty via @YouTube" [X Link](https://x.com/patmvcr/status/1968523705434460329) 2025-09-18T03:53Z [---] followers, [----] engagements "For the same reason $SMR or $NXE have "no production". and [--] years ago $GOOG and $AMZN had "no production" and in fact had HUGE losses to report. $UEC is a "developer" with huge upside potential. that's why we have a stock market. S P E C U L A T I O N #uranium @patmvcr @BidBird10 Why no production then 🤔 @patmvcr @BidBird10 Why no production then 🤔" [X Link](https://x.com/patmvcr/status/1968765438260543867) 2025-09-18T19:53Z [---] followers, [---] engagements "$URA continues to buy. today announcing those 180K new units issued and their holdings indicate another 300K units will on Monday be reported issued. $URNM and $NLR were both in the buying aisle adding 120K and 200K new units respectively . $URNJ is sleeping. #uranium" [X Link](https://x.com/patmvcr/status/1969288273274032513) 2025-09-20T06:31Z [---] followers, [----] engagements "Might even be a bit of $URNM rebalancing effects. Cameco $CCO $CCJ is one of the few bucking the green trend today and it is quite overweight in the fund and will have to be reduced. #Uranium #UraniumStocks #uraniumSqueeze I think I smell #uranium ETF buying this morning. https://t.co/ck1kyaKBtC I think I smell #uranium ETF buying this morning. https://t.co/ck1kyaKBtC" [X Link](https://x.com/patmvcr/status/1970187683030016465) 2025-09-22T18:05Z [---] followers, [---] engagements "No they did NOT sequester 264K lbs of #uranium today. they sequestered [------] lbs of #uranium. Kinda like when you want to make a cake or something and there is only [--] 7/16 cup of flour when you need [--] Is the cupboard almost bare What's going on Per #uraniumSqueeze #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in cash https://t.co/L0ONJOBcO8 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in cash" [X Link](https://x.com/patmvcr/status/1970265072221200827) 2025-09-22T23:12Z [---] followers, [----] engagements "Overnight $URA reported those 650K new units issued but their holdings indicate 300K units will tonight be reported redeemed (profit taking). $URNM reports a modest 30K new units issued with $NLR adding 250K new units each of the past [--] days. No changes at $URNJ #Uranium" [X Link](https://x.com/patmvcr/status/1971217967703793947) 2025-09-25T14:19Z [---] followers, [----] engagements "Ah he's just shorted $CCO $CCJ. because he knows the price will weaken this week ahead of the $URNM rebalancing. #uranium #uraniumSqueeze Proceeds to go upstream #uranium 🤔 https://t.co/2cpUVk7ehu Proceeds to go upstream #uranium 🤔 https://t.co/2cpUVk7ehu" [X Link](https://x.com/patmvcr/status/1971252799985053836) 2025-09-25T16:37Z [---] followers, [----] engagements "From the Globe and Mail this morning. Plenty of #uranium names in the tables. We are still contrarians Short sales on the TSX: What bearish investors are betting against /via @globeandmail https://www.theglobeandmail.com/investing/markets/inside-the-market/article-short-sales-on-the-tsx-what-bearish-investors-are-betting-against-70/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links" [X Link](https://x.com/patmvcr/status/1971623729882189878) 2025-09-26T17:11Z [---] followers, [---] engagements "A hedge fund managers lament on short selling in [----] #uraniumSqueeze #Uranium" [X Link](https://x.com/patmvcr/status/1971625278314307746) 2025-09-26T17:17Z [---] followers, [---] engagements "Cameco $CCO $CCJ is a completely different company from what it was [--] years ago. back then it was simply a miner and minor converter/fabricator. With their $Westinghouse acquisition it's a horse of a different colour #uranium After an 84% 1-year gain and 835% in [--] years is $CCJ overvalued PE ratio: 97.3x vs. Fair PE: 16.6x DCF fair value: CA$117.43 near current price Nuclear demand rising but valuation is stretched #uranium #CleanEnergy #stocks #investing #CCJ #nuclearenergy #TSX https://t.co/nqtRbHiJZI After an 84% 1-year gain and 835% in [--] years is $CCJ overvalued PE ratio: 97.3x vs. Fair" [X Link](https://x.com/patmvcr/status/1972023215867543932) 2025-09-27T19:39Z [---] followers, [----] engagements "No changes reported at $URA this evening. But $NLR added 375K new units $URNM reports 70K new units issued; no changes at $URNJ. And neither of them has had their holdings list updated since Friday. Sprott must have all hands on deck working on the rebalancing #uranium" [X Link](https://x.com/patmvcr/status/1972899627520381264) 2025-09-30T05:41Z [---] followers, [----] engagements "Wow that's quite the different approach to rebalancing Instead of the usual culling of overweight holdings to then buy underweight holdings $URNM issued [----] MILLION new units (= $172M to fund the rebalancing) an 8.55% increase over yesterday's units OS #uranium" [X Link](https://x.com/patmvcr/status/1973226361818169790) 2025-10-01T03:20Z [---] followers, 22.1K engagements "So wrapped up in $URNM last night I forgot to post data for other #uranium ETF's $URA no changes in OS units; holdings indicate they will this evening report 410K new units issued. Similar at $NLR with their holdings up; will report 275K new units issued. $URNJ as commment" [X Link](https://x.com/patmvcr/status/1973438857967509739) 2025-10-01T17:24Z [---] followers, [----] engagements "Although no changes in OS units were reported at $URNJ last night there were some changes in a few of their holdings. They dumped 50% of their $EFR. sort of a rebalancing after their huge run up the past few weeks #uranium #uraniumSqueeze" [X Link](https://x.com/patmvcr/status/1973441353544819074) 2025-10-01T17:34Z [---] followers, [---] engagements "So did we just witness some kind of accounting slight of hand Is anyone else is scratching their head after looking at the $URNM website this evening OS units has been reduced to just 150K units above what it was on Monday [---] million units. poof More to come. #uranium Wow that's quite the different approach to rebalancing Instead of the usual culling of overweight holdings to then buy underweight holdings $URNM issued [----] MILLION new units (= $172M to fund the rebalancing) an 8.55% increase over yesterday's units OS #uranium Wow that's quite the different approach to rebalancing Instead of" [X Link](https://x.com/patmvcr/status/1973577264991486313) 2025-10-02T02:34Z [---] followers, [----] engagements "Here is the updated holdings spreadsheet. You can see that $URNM HAVE culled $CCO $UEC .and $EFR in an especially big way -46%. Even more curious anyone tracking $URNJ will have seen $URNJ "sold off" 50% of $EFR yesterday.and today added those shares back. #uranium" [X Link](https://x.com/patmvcr/status/1973582864030769446) 2025-10-02T02:56Z [---] followers, [---] engagements "After scratching my head raw trying to get around the Sprott #uranium ETF conundrum $URA and $NLR are a breeze. Both reported increases in OS units; 410K and 275K respectively. $URA holdings indicate that tomorrow they will report another 220K new units issued. Good Night" [X Link](https://x.com/patmvcr/status/1973589455232704763) 2025-10-02T03:22Z [---] followers, [----] engagements "$NLR updates their holdings list while I am sleeping (Canada's Beautiful West Coast here) so I have just updated my spreadsheet which indicates that $NLR will later today report 400K new units issued. After scratching my head raw trying to get around the Sprott #uranium ETF conundrum $URA and $NLR are a breeze. Both reported increases in OS units; 410K and 275K respectively. $URA holdings indicate that tomorrow they will report another 220K new units issued. Good Night https://t.co/bVz4FfbwPT After scratching my head raw trying to get around the Sprott #uranium ETF conundrum $URA and $NLR are" [X Link](https://x.com/patmvcr/status/1973780611413451125) 2025-10-02T16:02Z [---] followers, [----] engagements "Games. #uranium hanky panky [-----] USD #uranium https://t.co/52ulBZMUz5 [-----] USD #uranium https://t.co/52ulBZMUz5" [X Link](https://x.com/patmvcr/status/1973830579876737352) 2025-10-02T19:20Z [---] followers, [----] engagements "This evening $URA reported those 150K in redemptions but their holdings indicate they will on Monday report 100K new units issued. Fickle bunch. On a more positive note $NLR added 350K new units. No changes at the Sprott #uranium ETF's Have a good weekend" [X Link](https://x.com/patmvcr/status/1974286013251137985) 2025-10-04T01:30Z [---] followers, [----] engagements "Yes. VERY ambitious "Stifel has reinstated its coverage on Uranium Energy (UEC) assigning the stock a Buy rating and setting a price target of $10.50" #uranium #Uranium #UEC Stifel Reinstates Buy Rating on Uranium Energy (UEC) with Ambitious Price Target https://t.co/9ghMcDcY10 #Uranium #UEC Stifel Reinstates Buy Rating on Uranium Energy (UEC) with Ambitious Price Target https://t.co/9ghMcDcY10" [X Link](https://x.com/patmvcr/status/1975229084994248882) 2025-10-06T15:58Z [---] followers, [---] engagements "Over the weekend $NLR posted their updated holdings from Friday & they indicate that this evening they will report another 375K new units issued Since they did their little rebalancing on September [--] they have issued 2.325M new units (= + $328M) #uranium This evening $URA reported those 150K in redemptions but their holdings indicate they will on Monday report 100K new units issued. Fickle bunch. On a more positive note $NLR added 350K new units. No changes at the Sprott #uranium ETF's Have a good weekend https://t.co/ef2QmTutk4 This evening $URA reported those 150K in redemptions but their" [X Link](https://x.com/patmvcr/status/1975297821340541392) 2025-10-06T20:31Z [---] followers, [----] engagements "What happens when the US Gov takes a financial interest in a "critical minerals" mining company . Imagine if they decide to invest in #uranium" [X Link](https://x.com/patmvcr/status/1975684543442297338) 2025-10-07T22:07Z [---] followers, 28.9K engagements "wow. despite all the negative energy today $SPUT managed to issue 306K new units and gobble up 160Klbs of #uranium today" [X Link](https://x.com/patmvcr/status/1975698514484355565) 2025-10-07T23:03Z [---] followers, [----] engagements "I'm encouraged by some biggish trades in the last few minutes of the day in our sleepy little friend $URNJ. BTW I didn't bother last night to report the #uranium ETF data. there were no changes aside from the 375K in new units I said would be issued by $NLR. #uraniumSqueeze" [X Link](https://x.com/patmvcr/status/1975703021008134507) 2025-10-07T23:21Z [---] followers, [----] engagements "A curious trading pattern seems to have developed in $EFR $UUUU over this past week. or is this just my imagination They have been the most heavily shorted of the #uranium stocks on the TSX for some time. Is this a pattern of shorts covering Not my area of expertise. Crikey. #uranium $UUUU https://t.co/iGYOoaBBsu Crikey. #uranium $UUUU https://t.co/iGYOoaBBsu" [X Link](https://x.com/patmvcr/status/1976310813461029003) 2025-10-09T15:36Z [---] followers, [----] engagements "2/2 The same can't be said for the $Sprott #uranium ETF's. $URNJ has been sitting on its thumbs since the first week of September while $URNM reported 520K in REDEMPTIONS since Monday. John where is that cash flowing to Whats fueling the quiet surge in uranium miners ⚛📈 Check out this article 👉 https://t.co/UnfWZQLS08 $URA ETF just broke out with a textbook Elliott Wave impulseunderstand the structure forecast the next leg and trade with confidence. #URA #Uranium #ETF #ElliottWave https://t.co/0KVgItR31d Whats fueling the quiet surge in uranium miners ⚛📈 Check out this article 👉" [X Link](https://x.com/patmvcr/status/1976338747651399921) 2025-10-09T17:27Z [---] followers, [---] engagements "I feel like a loser. I'm only up 250% in $EFR Oh well. you win some you lose some. #uranium @Beta_Beaker Can u believe that if someone bought $UUUU 3-4 months ago they would have a [--] bagger right now In hindsight I really should've added to my existing position but it was doing nothing for the longest time and I thought that there was better opportunity elsewhere. #Uranium @Beta_Beaker Can u believe that if someone bought $UUUU 3-4 months ago they would have a [--] bagger right now In hindsight I really should've added to my existing position but it was doing nothing for the longest time and I" [X Link](https://x.com/patmvcr/status/1976442739341537500) 2025-10-10T00:20Z [---] followers, [----] engagements "Update on the #uranium ETF's I follow. $URA reported those 600K new units issued but no changes in holdings. $NLR reported those 75K new units issued; holdings will be updated overnight. No changes at $URNJ. $URNM reported more redemptions. This time a modest -70K units*****" [X Link](https://x.com/patmvcr/status/1976499317193265360) 2025-10-10T04:05Z [---] followers, [----] engagements "****Since their rebalancing at the end of September $URNM has redeemed -680K units = about $41.5M. $Sprott's #uranium clients are generally pretty sticky. so where is this cash going Not going into $URNJ or their new vehicle $METL. so where Another $SPUT raise Update on the #uranium ETF's I follow. $URA reported those 600K new units issued but no changes in holdings. $NLR reported those 75K new units issued; holdings will be updated overnight. No changes at $URNJ. $URNM reported more redemptions. This time a modest -70K units***** Update on the #uranium ETF's I follow. $URA reported those" [X Link](https://x.com/patmvcr/status/1976500683156418664) 2025-10-10T04:10Z [---] followers, [---] engagements "Decided to break out the🏄♀& try that wave this morning. Great fun I submitted an order last night to sell a wee bit of my $EFR at $28.25. This morning I noticed the B/A $29 so I modified to $29.05. then $29.50 then $29.30. Taken out at market open @$29.41 #uranium A curious trading pattern seems to have developed in $EFR $UUUU over this past week. or is this just my imagination They have been the most heavily shorted of the #uranium stocks on the TSX for some time. Is this a pattern of shorts covering Not my area of expertise. https://t.co/gF4T5by30S A curious trading pattern seems to have" [X Link](https://x.com/patmvcr/status/1976665937760919818) 2025-10-10T15:07Z [---] followers, [----] engagements "I know some might think it dumb to ride the first nice wave I see as the $EFR price has surged past $31 now but as every surfer knows you take the wave you ride and enjoy it because there will always be a bigger wave I can now buy a bigger turkey for this weekend #uranium Decided to break out the🏄♀& try that wave this morning. Great fun I submitted an order last night to sell a wee bit of my $EFR at $28.25. This morning I noticed the B/A $29 so I modified to $29.05. then $29.50 then $29.30. Taken out at market open @$29.41 #uranium https://t.co/Ans4YIMvJR Decided to break out the🏄♀& try" [X Link](https://x.com/patmvcr/status/1976667867514052750) 2025-10-10T15:15Z [---] followers, [---] engagements "Have you been sleeping under a rock $URA $URNM $NLR $URNJ #uranium #uraniumSqueeze @uranium_io @ArthurB @tezos @EdwMata @Brickken the potential for an uranium etf is getting so obvious @uranium_io @ArthurB @tezos @EdwMata @Brickken the potential for an uranium etf is getting so obvious" [X Link](https://x.com/patmvcr/status/1976687221144264722) 2025-10-10T16:32Z [---] followers, [---] engagements "I need some help from a market/trading expert here. As posted I sold some $EFR for turkey money. Looking at the trading data from this morning I noticed something I do not understand. Before the bell there are TSX trades listed as high as $29.70. How is this possible #uranium Decided to break out the🏄♀& try that wave this morning. Great fun I submitted an order last night to sell a wee bit of my $EFR at $28.25. This morning I noticed the B/A $29 so I modified to $29.05. then $29.50 then $29.30. Taken out at market open @$29.41 #uranium https://t.co/Ans4YIMvJR Decided to break out the🏄♀& try" [X Link](https://x.com/patmvcr/status/1976709183681839130) 2025-10-10T17:59Z [---] followers, [----] engagements "With all the excitement this morning I forgot to update you all on $NLR who posted their holdings overnight which indicate that they will this evening announce that they had issued 375K new units yesterday #uranium #uraniumSqueeze Update on the #uranium ETF's I follow. $URA reported those 600K new units issued but no changes in holdings. $NLR reported those 75K new units issued; holdings will be updated overnight. No changes at $URNJ. $URNM reported more redemptions. This time a modest -70K units***** Update on the #uranium ETF's I follow. $URA reported those 600K new units issued but no" [X Link](https://x.com/patmvcr/status/1976714118473433108) 2025-10-10T18:19Z [---] followers, [---] engagements "@zhc002 I only trade on my local exchanges . only exposure to Downunder is $PDN but acquired through there takeover of $FCU" [X Link](https://x.com/patmvcr/status/1977143419559641292) 2025-10-11T22:44Z [---] followers, [---] engagements "2/3 #uranium ETF update: $URA was in the buy aisle as well on Friday reporting those 600K new units issued and their holdings will this evening have them reporting 750K new units issued. Lots of buying out there" [X Link](https://x.com/patmvcr/status/1977767361643221091) 2025-10-13T16:04Z [---] followers, [---] engagements "1/2 And speaking of the #uranium ETF's. $URA reported those 650K new units and holdings indicate no cages will be reported this evening. $NLR reported 450K new units issued and their holdings 50K new units will this evening be reported issued. and the #uranium ETF's have been forming a similar lovely pattern . #uraniumSqueeze https://t.co/X6yPJPUmcx and the #uranium ETF's have been forming a similar lovely pattern . #uraniumSqueeze https://t.co/X6yPJPUmcx" [X Link](https://x.com/patmvcr/status/1978092743051129288) 2025-10-14T13:37Z [---] followers, [---] engagements "2/2 The $Sprott #uranium ETF's are not very positive these days despite the fire under the #uranium equities. $URNM reports 10K units redeemed and $URNJ a whopping 80K units redeemed. So what's going on here John" [X Link](https://x.com/patmvcr/status/1978093435874632054) 2025-10-14T13:40Z [---] followers, [---] engagements "Yes it's for the Johnny completely" crowd tot he #uranium space #uraniumSqueeze @DividendTalks Looks like a list of stocks that already are up a ton. Would have been useful a year ago now it's just giving them a chance to cash out. @DividendTalks Looks like a list of stocks that already are up a ton. Would have been useful a year ago now it's just giving them a chance to cash out" [X Link](https://x.com/patmvcr/status/1978667924794560853) 2025-10-16T03:42Z [---] followers, [----] engagements "I've been too busy trading to update you all. So here is a summary table of the changes over the past [--] days in #uranium ETF's I follow. Holdings posted last night in $URA & $NLR indicate that this evening they will report changes in OS units of -560K & +325K respectively" [X Link](https://x.com/patmvcr/status/1978831452809613556) 2025-10-16T14:32Z [---] followers, [----] engagements "Anybody notice that as soon as the Jays started winning the #uranium market has gone south" [X Link](https://x.com/patmvcr/status/1979194823778209982) 2025-10-17T14:36Z [---] followers, [----] engagements "Add to this some #uranium ETF redemptions at $URA and $URNM. and the lack of AP buying at $NLR things are in a pause mode. Maybe the Globe headlines today are spooking mining investors. #uranium isn't the only victim https://t.co/pVM16N5Iji Maybe the Globe headlines today are spooking mining investors. #uranium isn't the only victim https://t.co/pVM16N5Iji" [X Link](https://x.com/patmvcr/status/1980646476238975306) 2025-10-21T14:44Z [---] followers, [----] engagements "@omro1975 @JesBengtsson @hchris999 Difference between oil & #uranium is that oil is used more or less in real time & rarely stockpiled for down the road. #uranium needs to be stockpiled for [--] - [--] years supply. This disconnect is what keeps the average commodity investor from believing the #uraniumSqueeze thesis" [X Link](https://x.com/patmvcr/status/1981449442080542957) 2025-10-23T19:55Z [---] followers, [---] engagements "I've been swamped with personal stuff to do over the past (losing) week . except for the Jays Yay Summary of past week. Only highlight was buying by $NLR last Friday. $URA's holdings reported last night indicate they will this evening report 40K new units issued. #uranium I've been too busy trading to update you all. So here is a summary table of the changes over the past [--] days in #uranium ETF's I follow. Holdings posted last night in $URA & $NLR indicate that this evening they will report changes in OS units of -560K & +325K respectively https://t.co/1tjRufYRRC I've been too busy trading to" [X Link](https://x.com/patmvcr/status/1981770623077822812) 2025-10-24T17:11Z [---] followers, [---] engagements "And speaking of #uranium ETF's since last Thursday very little action. No changes at either of the $Sprott #uranium ETF's or $NLR (big buyer the other week). $URA added a 40K units on Friday and their holdings indicate that they will this evening report 400K new units issued. I smell #uranium ETF buying today. Such a refreshing smell after last week https://t.co/sV0bLHaul0 I smell #uranium ETF buying today. Such a refreshing smell after last week https://t.co/sV0bLHaul0" [X Link](https://x.com/patmvcr/status/1983233858176000169) 2025-10-28T18:06Z [---] followers, [---] engagements "And on that note $URA did report those 400K new units issued. Holdings @ $URA and $NLR indicate that some AP's are acting like #uranium tourists and will this evening report 520K & 125K in redemptions No changes at $URNM or $URNJ. We are still waiting for the big financial players to jump on the bandwagon. in other words when the AP's at the #uranium ETF's start buying en masse. Until then you are correct. just tourists moving the market. https://t.co/50B75JH13I We are still waiting for the big financial players to jump on the bandwagon. in other words when the AP's at the #uranium ETF's" [X Link](https://x.com/patmvcr/status/1983596118056587579) 2025-10-29T18:05Z [---] followers, [---] engagements "And it looks like they've been issuing new units pretty much all day today. And I see the #uranium spot price is up. are they actually stocking up their #uranium shopping cart today Raised in [--] day to buy whole Q1 & Q2 U.S production #uranium https://t.co/SKbtudjzdN Raised in [--] day to buy whole Q1 & Q2 U.S production #uranium https://t.co/SKbtudjzdN" [X Link](https://x.com/patmvcr/status/1983597388582535198) 2025-10-29T18:10Z [---] followers, [----] engagements "What's up with the SPUT site Some of their numbers are whacked. Says market price is $19.82. that was Friday's close. Close today was $19.05. so their Premium/Discount to NAV calc is off . should be -2.17% by my calculation. #uranium" [X Link](https://x.com/patmvcr/status/1985507497403449686) 2025-11-04T00:40Z [---] followers, [---] engagements "Since everyone seems to be down in the dumps this week (yeah I know the Jays lost too) I thought I'd show you all the graph of the share price (Jan1 2004-Dec31 2008) of the company I was involved with in the last cycle. It was wild ride #uranium investing is nerve wracking" [X Link](https://x.com/patmvcr/status/1985797389928841667) 2025-11-04T19:52Z [---] followers, [----] engagements "Speaking of shorts. the Globe and Mail published their list of Canadian listed stocks over the weekend. a number of #uranium names made the list. Lets SQUEEZZZE some shortsellers #Uranium what company should we go for https://t.co/BV5lmj8zF5 Lets SQUEEZZZE some shortsellers #Uranium what company should we go for https://t.co/BV5lmj8zF5" [X Link](https://x.com/patmvcr/status/1985856754329272766) 2025-11-04T23:48Z [---] followers, [---] engagements "I don't get to worked up about the drop. volumes were below average which is a good sign. #uranium tourists (and those that buy their vacations on credit) come and go but they don't make a market" [X Link](https://x.com/patmvcr/status/1985861747845317017) 2025-11-05T00:08Z [---] followers, [----] engagements "I posted this earlier. a graph of the price swings I and others in my company had to endure during the last #uranium bull cycle. Much of my compensation was stock options and they would swing in and out of the money all the time. Nerve-wracking Just another disappointing day for #asx #uranium stocks. The positive momentum that we have seen over the last couple of months have now erased. $AGE - 10.7% $BMN -6.12% $BOE -5.5% $DYL -5.44% $LOT -6.58% $PDN -7.21% $PEN -9.8% Seems like it is a never ending rollercoaster Just another disappointing day for #asx #uranium stocks. The positive momentum" [X Link](https://x.com/patmvcr/status/1985862677986746695) 2025-11-05T00:12Z [---] followers, [---] engagements "SPUT reports its target discount to NAV since late August. No money raised.no pounds reported purchased Nada #uranium" [X Link](https://x.com/patmvcr/status/1985864202826002902) 2025-11-05T00:18Z [---] followers, [----] engagements "Of course that should read "reports its LARGEST discount to NAV" Come on Elon stop messing with me😆 #uranium SPUT reports its target discount to NAV since late August. No money raised.no pounds reported purchased Nada #uranium https://t.co/p98dRvY6Ap SPUT reports its target discount to NAV since late August. No money raised.no pounds reported purchased Nada #uranium https://t.co/p98dRvY6Ap" [X Link](https://x.com/patmvcr/status/1985864960384340118) 2025-11-05T00:21Z [---] followers, [---] engagements "I've added a notation showing peak #uranium Spot and Long Term prices in the last cycle. Notice how things could swing wildly all while LT was stuck at its peak of $95 for months. Cameco's posted monthly data I will post again with a few notations. this is what I had to endure in the last bull run. look at the wild gyrations But it was ultimately worth it Very hard to predict the sweet spots to buy the dips and sell peaks. #uranium investing is not for the faint of heart https://t.co/ORUB8xzDvP I will post again with a few notations. this is what I had to endure in the last bull run. look at" [X Link](https://x.com/patmvcr/status/1987739996795609380) 2025-11-10T04:32Z [---] followers, 10.6K engagements "Some of you might find this interesting. I'm sort of tracking the changes in URNM leading up to the new rebalancing Dec [--] using their new formula. The "goners" are the #uranium names highlighted in pink. What is their fate" [X Link](https://x.com/patmvcr/status/1987941401359737208) 2025-11-10T17:52Z [---] followers, 13.4K engagements "A reminder. some #uranium investors can't see the forest for the trees" [X Link](https://x.com/patmvcr/status/1987943113906942460) 2025-11-10T17:59Z [---] followers, [----] engagements "@joeNorton727272 She's starting to claw her way out of the hole earlier today. #uranium" [X Link](https://x.com/patmvcr/status/1987970883760386223) 2025-11-10T19:49Z [---] followers, [---] engagements ".speaking of institutional #uranium investors I haven't been posting regularly about the ETF action. Holdings reported overnight at both $URA and $NLR indicate they will this evening each report issuing 500K new units Someone is buying $URNM added 50K but $URNJ lost 150K. It's not institutional #uranium investors who are heading for the exits this morning. the telltale sign of #uraniumTourists is the lighter than average volumes https://t.co/V4BR3KjquP It's not institutional #uranium investors who are heading for the exits this morning. the telltale sign of #uraniumTourists is the lighter" [X Link](https://x.com/patmvcr/status/1988296215415713870) 2025-11-11T17:22Z [---] followers, [----] engagements "Well overnight we saw who $GXU's dance partner was $URNM dumped all their $GXU shares on Monday took the cash added some from their cash kitty and redeemed 100K units to one of the AP's. Is this the lot of the goners on $URNM's hit list ahead of the December [--] rebalancing Poor 'ole GXU didn't take part. her mystery dance partner was stepping all over her feet falling on his a$$ in the last few minutes of today's #uranium ball. 5579% of normal volume and off 45% WTF https://t.co/t906SFyiuq Poor 'ole GXU didn't take part. her mystery dance partner was stepping all over her feet falling on his" [X Link](https://x.com/patmvcr/status/1988688937368580527) 2025-11-12T19:22Z [---] followers, [----] engagements "#uranium Unlike over at $URNM no changes at $URNJ $URA reported 500K new units issued and holdings another 420K will tonight be reported issued. #NLR also continues to pick up bargains; 525K new units issued and holdings another 175K will tonight be reported issued" [X Link](https://x.com/patmvcr/status/1988690671784587330) 2025-11-12T19:29Z [---] followers, [----] engagements "Well I can tell you that both $URA and $NLR have been buying the dips. Overnight both #uranium ETFs reported new units issued - 420K & 175K respectively - plus their holdings indicate they will tonight report an additional 450K and 200K new units issued. That is smart money. #URANIUM Some accounts have been telling you to buy the dips for the past [--] weeks some have been saying to be short. Careful who you listen to. 👹 #URANIUM Some accounts have been telling you to buy the dips for the past [--] weeks some have been saying to be short. Careful who you listen to. 👹" [X Link](https://x.com/patmvcr/status/1989001849635250550) 2025-11-13T16:06Z [---] followers, [----] engagements "@HoldcoMarkets I recall listening to interview with Amir Adnani of $UEC a couple of year ago in which he was asked when they would start production at their ISR sites. his comment was that it was not just #uranium price but SUSTAINED higher prices that would dictate that" [X Link](https://x.com/patmvcr/status/1989400744991318382) 2025-11-14T18:31Z [---] followers, [----] engagements "And I think that $CCJ has the same philosophy. they have good #uranium production coming out of Sask. so they are taking their time getting ISR in the USA up and running. For $URG and $PENMF those ISR assets are their bread & butter so they NEED to get them up and running. @HoldcoMarkets I recall listening to interview with Amir Adnani of $UEC a couple of year ago in which he was asked when they would start production at their ISR sites. his comment was that it was not just #uranium price but SUSTAINED higher prices that would dictate that. @HoldcoMarkets I recall listening to interview with" [X Link](https://x.com/patmvcr/status/1989403103339450790) 2025-11-14T18:40Z [---] followers, [----] engagements "This is a must listen. especially the #uranium section from about the 0:39:40 mark. Lots of crazy speculation. and I really have to say I have no idea who this guy is but I like his radar. The new supercycle isnt coming its already here and its nothing like [----]. @PauloMacro breaks down why todays market is being driven by rolling supply shocks decade-long underinvestment and a world that is wildly out of sync. We dive into coppers looming rerate https://t.co/Dbz6PYq1CI The new supercycle isnt coming its already here and its nothing like [----]. @PauloMacro breaks down why todays market is" [X Link](https://x.com/patmvcr/status/1989421151735660826) 2025-11-14T19:52Z [---] followers, [----] engagements "No #uranium ETFs reported any changes today but $ura's holding indicate that on Monday they will report 480K new units issued. Interesting to see yesterday that although $URNM didn't redeem any units they sold sold some holdings to make up the cash for redemptions on Wednesday" [X Link](https://x.com/patmvcr/status/1989555914115092639) 2025-11-15T04:47Z [---] followers, [----] engagements "@SatkowskiS16531 @capnek123 Yes hedging" [X Link](https://x.com/patmvcr/status/1990118366296592571) 2025-11-16T18:02Z [---] followers, [--] engagements "Overnight $URA did report those 480K new units issued and their holding indicate that tonight they will report another 1.1M new units issued That represents about $40M in mandated buying. Somebody smells a bargain No #uranium ETFs reported any changes today but $ura's holding indicate that on Monday they will report 480K new units issued. Interesting to see yesterday that although $URNM didn't redeem any units they sold sold some holdings to make up the cash for redemptions on Wednesday. https://t.co/CJuXLEZzZO No #uranium ETFs reported any changes today but $ura's holding indicate that on" [X Link](https://x.com/patmvcr/status/1990765669584154917) 2025-11-18T12:54Z [---] followers, [----] engagements "I will post this again. This shows the share price of the #uranium exploration company I was with during the last bull cycle. We had decent projects with buy in agreements with both Cameco and Orano. Crazy ups and downs. right up to just before the peak I've added a notation showing peak #uranium Spot and Long Term prices in the last cycle. Notice how things could swing wildly all while LT was stuck at its peak of $95 for months. Cameco's posted monthly data https://t.co/jI8omNQqQd I've added a notation showing peak #uranium Spot and Long Term prices in the last cycle. Notice how things could" [X Link](https://x.com/patmvcr/status/1990793614264578383) 2025-11-18T14:45Z [---] followers, [----] engagements "Noticed that Sprott has now aligned the rebalancing of $URNM with that of $URNJ (mid December) As others have pointed out a number of the smaller holdings in $URNM will likely be dumped. Perhaps with the now aligned rebalancing schedule there will be some swapping. #uranium" [X Link](https://x.com/patmvcr/status/1991190976954864014) 2025-11-19T17:04Z [---] followers, [----] engagements "Noticed that Sprott has now aligned the rebalancing of $URNM with that of $URNJ (mid December) As others have pointed out a number of the smaller holdings in $URNM will likely be dumped. Perhaps with the now aligned rebalancing schedule there will be some swapping. #uranium" [X Link](https://x.com/patmvcr/status/1991191406057078956) 2025-11-19T17:06Z [---] followers, [---] engagements "Overnight $URA reported those 1.1M new units issued and their holdingsanother 180K new units will tonight be reported issued. No changes at either $NLR or $URNJ but $URNM reported 690K units redeemed. Are the AP's nervous about the new scheme Or a cash swap thing #uranium Overnight $URA did report those 480K new units issued and their holding indicate that tonight they will report another 1.1M new units issued That represents about $40M in mandated buying. Somebody smells a bargain https://t.co/4dMQeaouXq Overnight $URA did report those 480K new units issued and their holding indicate that" [X Link](https://x.com/patmvcr/status/1991197916846010464) 2025-11-19T17:32Z [---] followers, [---] engagements "The $URA continues its shopping spree. This evening they announced those 180K new units issued & their holdings indicate that tomorrow they will announce a whopping 1.6M new units issued to smart AP's. No changes at $URNJ or $URNM. Will report on $NLR in the morning. #uranium" [X Link](https://x.com/patmvcr/status/1991380645483016666) 2025-11-20T05:38Z [---] followers, [----] engagements "Nope. no changes in OS units or holdings at $NLR reported overnight. So only the #uranium tourists' favourite ETF $URA has been given the cash to go on the shopping spree at this point. Just a matter of time until the others join in. The $URA continues its shopping spree. This evening they announced those 180K new units issued & their holdings indicate that tomorrow they will announce a whopping 1.6M new units issued to smart AP's. No changes at $URNJ or $URNM. Will report on $NLR in the morning. #uranium https://t.co/npWhG0k9hi The $URA continues its shopping spree. This evening they" [X Link](https://x.com/patmvcr/status/1991533123667210267) 2025-11-20T15:44Z [---] followers, [----] engagements "OK. on days like this I feel I have to post this again. Notice the insane gap down all while the #uranium LT price was plateauing at its all time high (up to 2007). [--] those unfamiliar with this graph it is the share price 2002-2009 of the company I was with in the last bull. I've added a notation showing peak #uranium Spot and Long Term prices in the last cycle. Notice how things could swing wildly all while LT was stuck at its peak of $95 for months. Cameco's posted monthly data https://t.co/jI8omNQqQd I've added a notation showing peak #uranium Spot and Long Term prices in the last cycle." [X Link](https://x.com/patmvcr/status/1991633921688432823) 2025-11-20T22:25Z [---] followers, [----] engagements "Well Well Well. $URNM's AP's finally woke up Today they asked for 90K new units No changes at $URNJ and aside from the 1.6M new units reported at $URA no changes there either. Will report on $NLR in the morning. if I get time off from my shopping spree #uranium" [X Link](https://x.com/patmvcr/status/1991728002519220230) 2025-11-21T04:38Z [---] followers, [----] engagements "@jeffcomeau The company was only formed in [----] so the graph doesn't include the #uranium price drought through the 1970's 80's and 90's. let me see if I can plot something up for a company with a longer history" [X Link](https://x.com/patmvcr/status/1991902145315237971) 2025-11-21T16:10Z [---] followers, [---] engagements "No changes reported at $NLR overnight. #uranium Well Well Well. $URNM's AP's finally woke up Today they asked for 90K new units No changes at $URNJ and aside from the 1.6M new units reported at $URA no changes there either. Will report on $NLR in the morning. if I get time off from my shopping spree #uranium https://t.co/0y8aWhexQL Well Well Well. $URNM's AP's finally woke up Today they asked for 90K new units No changes at $URNJ and aside from the 1.6M new units reported at $URA no changes there either. Will report on $NLR in the morning. if I get time off from my shopping spree #uranium" [X Link](https://x.com/patmvcr/status/1991920746852237800) 2025-11-21T17:24Z [---] followers, [---] engagements "No changes reported at either of the Sprott #uranium ETF's overnight & although $URA reported no changes in OS units their holdings indicate they will on Monday evening report another 200K new units issued. Smart money is buying this dip. .while the #uraniumTourists flee" [X Link](https://x.com/patmvcr/status/1992293290948104291) 2025-11-22T18:05Z [---] followers, 11.2K engagements "Yesterday evening $URA did report those 200K new units issued & their holdings another 250K will this evening be reported issued. $NLR's holdings also indicate they will report 250K new units issued. No changes at either Sprott #uranium ETF. Still smart money buying the dip No changes reported at either of the Sprott #uranium ETF's overnight & although $URA reported no changes in OS units their holdings indicate they will on Monday evening report another 200K new units issued. Smart money is buying this dip. .while the #uraniumTourists flee https://t.co/MktPLkFxyf No changes reported at" [X Link](https://x.com/patmvcr/status/1993418976567890324) 2025-11-25T20:38Z [---] followers, 97.3K engagements "So $URA did report those 250K new units overnight Monday & another 390K new units last night. And get a load of this. $URA's holdings posted this evening indicate that they will tomorrow report a whopping [---] MILLION new units issued Buy Buy Buy #uranium Yesterday evening $URA did report those 200K new units issued & their holdings another 250K will this evening be reported issued. $NLR's holdings also indicate they will report 250K new units issued. No changes at either Sprott #uranium ETF. Still smart money buying the dip Yesterday evening $URA did report those 200K new units issued & their" [X Link](https://x.com/patmvcr/status/1993917482613264411) 2025-11-27T05:39Z [---] followers, 96K engagements "AP's in the US were eating turkey late last week as there wasn't much action in the #uranium ETF corner. On Friday evening $URA did report those 1.3M new units issued - no changes in holdings. $URNM reported a modest 70K new units issued with no changes at $URNJ or $NLR. So $URA did report those 250K new units overnight Monday & another 390K new units last night. And get a load of this. $URA's holdings posted this evening indicate that they will tomorrow report a whopping [---] MILLION new units issued Buy Buy Buy #uranium https://t.co/RHkk5Lnggn So $URA did report those 250K new units" [X Link](https://x.com/patmvcr/status/1995578910604693603) 2025-12-01T19:41Z [---] followers, [---] engagements "@Yellowbull11 I like that @Yellowbull11 summarized all of the #uranium projects in the country. My head was spinning looking at the numbers in text so I have attempted to make up a summary table (I love spreadsheets). Hopefully I have transcribed the numbers & converted correctly" [X Link](https://x.com/patmvcr/status/1997001578809905523) 2025-12-05T17:54Z [---] followers, [----] engagements "Heard Grant make that comment before wrt acquistion of $NXE. The reluctance to acquire other assets is typical of any major mining co. The bean counters run the show. not the visionary geologists. A project has to be a sure bet before they will jump on it. #uranium otherwise" [X Link](https://x.com/patmvcr/status/1997005966966247810) 2025-12-05T18:11Z [---] followers, [----] engagements "The first order of business is to report on the #uranium ETF action. and there has been action at $URA. They have not reported any redemptions since Nov [--]. Over the past month they have issued [---] Million new units representing over $390 Million in mandated buying I've been swamped by rehearsals and other things this past couple of weeks related to my concerts this weekend. but they are behind me and I get back to contributing to our #uranium fellowship I've been swamped by rehearsals and other things this past couple of weeks related to my concerts this weekend. but they are behind me and I" [X Link](https://x.com/patmvcr/status/1997816186646704245) 2025-12-07T23:51Z [---] followers, [----] engagements "The action at the other #uranium ETF's hasn't been quite as interesting. some modest gains at $NLR $URNM and $URNJ. Interesting that $URNM was shaving off a few shares of their prominent holdings. Things will get really interesting there this week. I've been swamped by rehearsals and other things this past couple of weeks related to my concerts this weekend. but they are behind me and I get back to contributing to our #uranium fellowship I've been swamped by rehearsals and other things this past couple of weeks related to my concerts this weekend. but they are behind me and I get back to" [X Link](https://x.com/patmvcr/status/1997824071770456188) 2025-12-08T00:22Z [---] followers, [----] engagements "It you listen to @uraniuminsider 's latest Market Minute Justin (start at 0:22:30 mark) explains why he thinks the utility #uranium fuel buyers are not willing to accept major producers' contract terms. It makes sense. @patmvcr What seems so obvious to #Utwits and #Uranium investors alike doesnt seem like to register with the fuel buyers for the Utilities. Do they really believe they can hold out for a lower uranium price Or do they know something were all missing @patmvcr What seems so obvious to #Utwits and #Uranium investors alike doesnt seem like to register with the fuel buyers for the" [X Link](https://x.com/patmvcr/status/1998058871374455101) 2025-12-08T15:55Z [---] followers, [----] engagements "Interesting to see that the #uranium equities are moving in the opposite direction to the NASDAQ today" [X Link](https://x.com/patmvcr/status/1999181835608441001) 2025-12-11T18:17Z [---] followers, [----] engagements "- Friday (#uraniumTourists) - URNM/URNJ rebalancing next week - cash needed for end of year distributions for ETF's - tax loss selling - general markets (especially AI/Tech) down today Take your pick. or maybe take all of them. that's why uranium was down today @Swedish_uranium Not today it wasn't sadly even though everything looked like it was just about to pop a bit more today. Any ideas why sell off @Swedish_uranium Not today it wasn't sadly even though everything looked like it was just about to pop a bit more today. Any ideas why sell off" [X Link](https://x.com/patmvcr/status/1999614793104163081) 2025-12-12T22:58Z [---] followers, [----] engagements "Does anybody know where/when the north shore global #uranium mining index (URNMX) constituents are or will be posted. I had assumed it might be posted before the $URNM rebalancing at the end of the day Friday" [X Link](https://x.com/patmvcr/status/2001153718390022429) 2025-12-17T04:53Z [---] followers, [---] engagements "The problem with that strategy is that we get all sorts of extraneous crap. uranium jewelry crap . hillary clinton/uranium one crap. uranium theft crap I suggest that we keep using the hash. even if the brainiac drops the hash functionality #uranium @SteveRodio The platform has changed. Elon has said that X is beyond using hashtags to search or identify. So just use "uranium". @SteveRodio The platform has changed. Elon has said that X is beyond using hashtags to search or identify. So just use "uranium"" [X Link](https://x.com/patmvcr/status/2001351268506423672) 2025-12-17T17:58Z [---] followers, [---] engagements "We'll this is encouraging. uranium Utwits" [X Link](https://x.com/patmvcr/status/2001720940632424806) 2025-12-18T18:27Z [---] followers, [----] engagements "$URNM set aside cash for the $1.74 distribution today ($54M). Their cash position fell to -$50K and they sold off 75K shares of KAP for the other $4M. I guess they picked KAP since they are going to be selling off a lot more as part of the rebalancing anyway. uranium utwit" [X Link](https://x.com/patmvcr/status/2001845888042570232) 2025-12-19T02:43Z [---] followers, [----] engagements "@csr_invest I'm pretty sure they will (=700K shares to buy) . more interesting is that they are going to have to take $UEC up to 13% which represents in excess of 12M shares. Maybe they will swap with $URNJ where it appears they will bumped from. uranium utwits" [X Link](https://x.com/patmvcr/status/2001847593614389529) 2025-12-19T02:50Z [---] followers, [---] engagements "@GoUranium I think it is related to the ETF rebalancing tomorrow (today in Australia)" [X Link](https://x.com/patmvcr/status/2001905818468519955) 2025-12-19T06:41Z [---] followers, [---] engagements "I see a battle brewing between $EU and $UEC for the American uranium market Utwits Wow @enCoreEnergy_EU filed a 13G last night on @Ur_Energy . they've bought 6% of the company in the open market. #uranium 👀👀👀 https://t.co/7goA49o4gt Wow @enCoreEnergy_EU filed a 13G last night on @Ur_Energy . they've bought 6% of the company in the open market. #uranium 👀👀👀 https://t.co/7goA49o4gt" [X Link](https://x.com/patmvcr/status/2002023791195811921) 2025-12-19T14:30Z [---] followers, [----] engagements "So those of you dying to see what $URNM did today here is a table of the changes Dec 16-18-19 As you can see they have more or less followed the Proforma makeup posted back in September. but they appear to be keeping $BKY and they added $PEN earlier this week. uranium Utwits" [X Link](https://x.com/patmvcr/status/2002298510754914458) 2025-12-20T08:42Z [---] followers, [----] engagements "There were changes made to $URNJ today as well but I'm tired and off to bed . will report in the morning. The big change was that $UEC was dumped. but the buying of $UEC for $URNM more than made up for it. uranium Utwits" [X Link](https://x.com/patmvcr/status/2002299838440886515) 2025-12-20T08:47Z [---] followers, [----] engagements "@Hallis81 yup It was obvious from the Proforma makeup posted back in September that they were going to have to increase their holdings of $UEC dramatically. .not "new shares". from the looks of the volumes on Friday they were acquired from the open market. uranium Utwits" [X Link](https://x.com/patmvcr/status/2002414759027618083) 2025-12-20T16:24Z [---] followers, [--] engagements "So after a sleep I have now delved further into the Sprott uranium ETF changes yesterday. both $URNM and $URNJ rebalanced yesterday. I expected the realignment of the rebalancing schedules was intended to take advantage of some synergies between the two. I was correct. Utwits There were changes made to $URNJ today as well but I'm tired and off to bed . will report in the morning. The big change was that $UEC was dumped. but the buying of $UEC for $URNM more than made up for it. uranium Utwits There were changes made to $URNJ today as well but I'm tired and off to bed . will report in the" [X Link](https://x.com/patmvcr/status/2002426915735679160) 2025-12-20T17:12Z [---] followers, [----] engagements "Sorry. I found an error in the table some you may have seen before I pulled the posting a few moments ago. This is the corrected table. I hope it is self explanatory. if not I will reply to comments" [X Link](https://x.com/patmvcr/status/2002430909921046888) 2025-12-20T17:28Z [---] followers, [----] engagements "So again this year both $URNM and $URNJ financed their year end cash distributions through issuing of new units. 1.07M and 820K respectively. Thank you AP's uranium UTwits" [X Link](https://x.com/patmvcr/status/2003702170856898786) 2025-12-24T05:39Z [---] followers, 22.7K engagements "Once again the danger is that more than 63% of the investors surveyed view uranium as an AI investment. Good when AI is on a roll. bad when it's not. Utwit #NuclearRenaissance #Uranium ⚛☢♻ #NuclearRenaissance #Uranium ⚛☢♻" [X Link](https://x.com/patmvcr/status/2005055613576036461) 2025-12-27T23:18Z [---] followers, [---] engagements "Still some residual "paring" of stocks from $URNM's holdings going on. here's my updated spreadsheet from last night. I'll post a summary once it looks like they're done. Oh. and they issued 10K new units yesterday. Uranium Utwits 🎇The usual year-end #Uranium #stocks discount sale is over🔚 with the sector moving higher on last trading day of 2025📈⚛⛏ as all non-fundamental downward pressure has been removed.🌤😌 All major U ETFs raised divy cash without dumping holdings.🎆 Opportunity knocks🚪🤛🛒🤠🐂 https://t.co/JMz4UWPXp8 🎇The usual year-end #Uranium #stocks discount sale is over🔚 with" [X Link](https://x.com/patmvcr/status/2006409213808087470) 2025-12-31T16:56Z [---] followers, [----] engagements "And for those Utwit nerds who like colour coded spreadsheets (come moi) here is a summary of how the $URNM holdings have evolved since Sprott published the new rebalancing criteria on Sep [--]. They are almost done. uranium Still some residual "paring" of stocks from $URNM's holdings going on. here's my updated spreadsheet from last night. I'll post a summary once it looks like they're done. Oh. and they issued 10K new units yesterday. Uranium Utwits https://t.co/RXyuRJidJM Still some residual "paring" of stocks from $URNM's holdings going on. here's my updated spreadsheet from last night. I'll" [X Link](https://x.com/patmvcr/status/2006851243029967292) 2026-01-01T22:13Z [---] followers, [----] engagements "The pressure of year end tax loss selling is now off. and I smell uranium ETF buying today as well. All the more exciting as this pop is happening while the general markets are flat to down. Ka-boom💥🎇🎆😊 #Uranium fireworks kick off the first trading day of [----] launching what many expect will be a record-breaking year for #stocks tied to #Nuclear fuel.🚀⚛⛏🤠🐂 #RideTheNuclearWave 🌊🏄 https://t.co/CRT57XvkjA Ka-boom💥🎇🎆😊 #Uranium fireworks kick off the first trading day of [----] launching what many expect will be a record-breaking year for #stocks tied to #Nuclear fuel.🚀⚛⛏🤠🐂" [X Link](https://x.com/patmvcr/status/2007147107975868615) 2026-01-02T17:48Z [---] followers, [---] engagements "I've updated the $URNM weighting spreadsheet. They got rid of the last of their $PUR and most of $FSY. but it looks like that will be it. And it looks like they will keep [--] securities. utwit uranium And for those Utwit nerds who like colour coded spreadsheets (come moi) here is a summary of how the $URNM holdings have evolved since Sprott published the new rebalancing criteria on Sep [--]. They are almost done. uranium https://t.co/lLjgQiJg51 And for those Utwit nerds who like colour coded spreadsheets (come moi) here is a summary of how the $URNM holdings have evolved since Sprott published" [X Link](https://x.com/patmvcr/status/2007400207261274135) 2026-01-03T10:34Z [---] followers, [----] engagements "@GoUranium Are they just playing catchup to N Am markets on Friday or were Aussie uranium stocks up on Friday as well utwit" [X Link](https://x.com/patmvcr/status/2007983155404533762) 2026-01-05T01:11Z [---] followers, [---] engagements "I updated the URNM weighting spreadsheet. They ditched the last of their FSY. That looks like the last of the rebalancing done. Notice that the rankings largely matches that of the Proforma list from Sep [--]. The list has [--] not [--]. Oh and they issued 10K new units. uranium utwit I've updated the $URNM weighting spreadsheet. They got rid of the last of their $PUR and most of $FSY. but it looks like that will be it. And it looks like they will keep [--] securities. utwit uranium https://t.co/aL44uABxgG I've updated the $URNM weighting spreadsheet. They got rid of the last of their $PUR and most" [X Link](https://x.com/patmvcr/status/2008391056036089906) 2026-01-06T04:11Z [---] followers, [----] engagements "Well well well. the uranium ETF's have been busy. Today $URA reported those 1.38M units issued (+$66M) and their holdings indicate that they will tomorrow announce another 1.93M units issued (+$94M). The Sprott twins have also been issuing: $URNM+150K $URNJ+90K utwit" [X Link](https://x.com/patmvcr/status/2008741196764737956) 2026-01-07T03:23Z [---] followers, 13.8K engagements "@itfo_ And remember Greenland is actually a "Breakaway Province" of Canada. 118Myr agao. yesterday in geological time. We share the same mineral rich geology. Their indigenous people have most in common with the Inuit of Nunavut. uranium utwit" [X Link](https://x.com/patmvcr/status/2009070612002820540) 2026-01-08T01:12Z [---] followers, [---] engagements "All of the uranium ETF's were all at it again yesterday. $URA reported those 650K new units issued and holdings another 300K will this evening be reported as issued. $URNM +10K units $URNJ a whopping +500K (+3.6%) $NLR +200K units .holdings 100K units tonight utwit Well well well. the uranium ETF's have been busy. Today $URA reported those 1.38M units issued (+$66M) and their holdings indicate that they will tomorrow announce another 1.93M units issued (+$94M). The Sprott twins have also been issuing: $URNM+150K $URNJ+90K utwit https://t.co/gYNoEi2P9l Well well well. the uranium ETF's have" [X Link](https://x.com/anyuser/status/2009687307532808516) 2026-01-09T18:02Z [--] followers, [----] engagements "Read an interesting discussion on Substack today. A great last thought from Mike Burry: "If I had the ear of senior policymakers I would ask them to take a trillion dollars. and dot the whole country with small nuclear reactors." uranium utwit https://open.substack.com/pub/post/p/the-ai-revolution-is-here-will-theutm_source=email&redirect=app-store&utm_campaign=email-read-in-app https://open.substack.com/pub/post/p/the-ai-revolution-is-here-will-theutm_source=email&redirect=app-store&utm_campaign=email-read-in-app" [X Link](https://x.com/patmvcr/status/2010345143640211967) 2026-01-11T13:36Z [---] followers, [---] engagements "@mit46744465 @MumbaichaDon and the "four hundred dollars million" line obviously a bot reading "$400 million"" [X Link](https://x.com/patmvcr/status/2011001567915499906) 2026-01-13T09:05Z [---] followers, [--] engagements "@quakes99 @BrookeThackray Why do these analysts use $URA as a proxy for the performance of uranium when a large part of the fund is held in non-uranium stocks. $OKLO is #2 & $LEU is #6 in weight. These nuclear stocks I think are distorting $URA's seasonality this year. utwit" [X Link](https://x.com/patmvcr/status/2011452008415511001) 2026-01-14T14:55Z [---] followers, [---] engagements "Might be opening a nice bottle this evening. all while the general markets suck. uranium utwit" [X Link](https://x.com/patmvcr/status/2011530266767212566) 2026-01-14T20:06Z [---] followers, [---] engagements "SPUT's "magic numbers" this past week. graphically stunning uranium utwit Spot U3O8 trading @ $85 for front-month settlement. We're going higher. Spot U3O8 trading @ $85 for front-month settlement. We're going higher" [X Link](https://x.com/patmvcr/status/2011888655607206398) 2026-01-15T19:50Z [---] followers, [----] engagements "@MarkDarragh11 @CdnChange They already have enough uranium for a thousand bombs. They want it for the next big weapon. Electricity" [X Link](https://x.com/patmvcr/status/2012001256420884727) 2026-01-16T03:17Z [---] followers, [---] engagements "Looks like $URA is going to drop $LOT as they reported last night that they had ditched 91% of their shares. Uranium utwit reminder Friday was Selecting Day for the Solactive Global Uranium & Nuclear Index. The new weighting will be announced on Monday execution at end of the month. companies part of coverage for the upcoming Selection: https://t.co/6eZUSPlhG6 reminder Friday was Selecting Day for the Solactive Global Uranium & Nuclear Index. The new weighting will be announced on Monday execution at end of the month. companies part of coverage for the upcoming Selection:" [X Link](https://x.com/patmvcr/status/2012537037715308815) 2026-01-17T14:46Z [---] followers, [----] engagements "@quakes99 That' the highest Premium to NAV since September [----] a couple of months after SPUT was born uranium utwit" [X Link](https://x.com/patmvcr/status/2013413596550553958) 2026-01-20T00:49Z [---] followers, [----] engagements "@StefanVesti @quakes99 I was wobdering the same thing. they are right next to each other on the keyboard So Who was it uranium🤓 utwit🥸" [X Link](https://x.com/patmvcr/status/2015816136198181097) 2026-01-26T15:56Z [---] followers, [---] engagements "@NEI $NLR has been a steady issuer of new units YTD. not a single redemption 1.725M new units issued AUM +$1.1B green green green uranium utwit" [X Link](https://x.com/patmvcr/status/2015867579542470701) 2026-01-26T19:20Z [---] followers, [---] engagements "Probably because Silver has gone parabolic. Gold has not. Look at these [--] years curvesfor Silver Gold and Uranium using Sprott's physical metal ETF as a proxy for the market price. Uranium is the "sleeper".😉 utwit Serious question for Precious Metals experts Why are investors panicking with #silver $100 but not much nervousness about #gold $5000 Both have gone up too much too quickly. 🤔 Serious question for Precious Metals experts Why are investors panicking with #silver $100 but not much nervousness about #gold $5000 Both have gone up too much too quickly. 🤔" [X Link](https://x.com/patmvcr/status/2015910524459086206) 2026-01-26T22:11Z [---] followers, [---] engagements "Oops sorry the weighting spreadsheet was incorrectly sorted for the Sep [--] ranking. Here is the Sep [--] rank sorted version. #uranium" [X Link](https://x.com/patmvcr/status/1973232502073598070) 2025-10-01T03:44Z [---] followers, [---] engagements "@NewUraniumHope @Swedish_uranium @NiklasPettersso There may still be some minor changes made today" [X Link](https://x.com/patmvcr/status/1973415672115048516) 2025-10-01T15:52Z [---] followers, [--] engagements "I don't think anyone has posted this yet. $Sprott has posted their estimated year end distributions #uranium" [X Link](https://x.com/patmvcr/status/1991921407899599145) 2025-11-21T17:27Z [---] followers, 15.7K engagements "And $URNJ is still tweaking their holdings. Mostly just bulking up their new members $KSM $FTUR $PEN and $STUD. .while redeeming 170K units to their AP's. Grinches Uranium Utwits Still some residual "paring" of stocks from $URNM's holdings going on. here's my updated spreadsheet from last night. I'll post a summary once it looks like they're done. Oh. and they issued 10K new units yesterday. Uranium Utwits https://t.co/RXyuRJidJM Still some residual "paring" of stocks from $URNM's holdings going on. here's my updated spreadsheet from last night. I'll post a summary once it looks like they're" [X Link](https://x.com/patmvcr/status/2006414665640013974) 2025-12-31T17:18Z [---] followers, [---] engagements "The uranium ETF buying keeps rolling. $URNJ took a breather today but big brother $URNM issued 130K new units today while $URA reported those 1.92M new units & their holdings indicate that tomorrow they will report 660K units issued. $NLR reports in the morning Good Night utwit" [X Link](https://x.com/patmvcr/status/2009131035477545101) 2026-01-08T05:12Z [---] followers, [---] engagements "@TerryPapineau2 Haven't you heard The USA doesn't need anything Canada has to offer uranium utwit" [X Link](https://x.com/patmvcr/status/2016151298161443076) 2026-01-27T14:08Z [---] followers, [----] engagements "@quakes99 I wonder who the proud owner of those [--] million units is" [X Link](https://x.com/patmvcr/status/2016302855322533960) 2026-01-28T00:10Z [---] followers, [----] engagements "@quakes99 No. no sign at all yet. Based on past rebalancing $URA don't do it deftly. (unlike $URNM ) changes will all pop up tomorrow and Friday is my guess. #uranium #UraniumSqueeze #utwit" [X Link](https://x.com/patmvcr/status/2016585663773290931) 2026-01-28T18:54Z [---] followers, [----] engagements "I'll see you all a bit later. I'm heading down to Roundup to peruse the booths and see if there is any "vibe" #uranium #UraniumSqueeze #utwit" [X Link](https://x.com/patmvcr/status/2016587304950014047) 2026-01-28T19:00Z [---] followers, [---] engagements "@TheJFreakinC Stephen I feel sick to my stomach seeing what's going on in your country. When Ms Good was executed it was a flashback to films I watched as a [--] year old at the christian pavilion at expo67 in Montreal depicting people being brutally murdered in Nazi Germany. I feel so sorry😭" [X Link](https://x.com/patmvcr/status/2016712399919993125) 2026-01-29T03:17Z [---] followers, [---] engagements "So $URA reported 250K in redemptions. but holdings indicate that tomorrow 4Million+ units will be reported as issued WoW The additions to holdings were evenly distributed so no sign yet that rebalancing is happening. #Uranium #UraniumSqueeze #utwit @quakes99 No. no sign at all yet. Based on past rebalancing $URA don't do it deftly. (unlike $URNM ) changes will all pop up tomorrow and Friday is my guess. #uranium #UraniumSqueeze #utwit https://t.co/0SrXPsvqAW @quakes99 No. no sign at all yet. Based on past rebalancing $URA don't do it deftly. (unlike $URNM ) changes will all pop up tomorrow" [X Link](https://x.com/patmvcr/status/2016746554561089589) 2026-01-29T05:33Z [---] followers, [----] engagements "I think a look see at a few charts is in order. These are [--] day charts. The market is in a tizzy. I'm sure there are plenty of margin calls dragging down some #uranium equities. but physical markets don't look so bad. let's put things into perspective #uraniumSqueeze #utwit I think there are some bargains to be had in the #uranium space this morning. With $MSFT falling off a cliff this morning the #uraniumTourists who joined the party because of the data centre craze are heading for the exits . they smell smoke. #UraniumSqueeze #utwit https://t.co/QuLIJRdBW0 I think there are some bargains to" [X Link](https://x.com/patmvcr/status/2016939177179578507) 2026-01-29T18:19Z [---] followers, [----] engagements "Well this evening $URA reported those [--] MILLION new units issued & holdings indicate that tomorrow they will likely report another [---] MILLION units issued. I say likely because the total may be different with rebalancing they will be doing tomorrow. #uranium #UraniumSqueeze So $URA reported 250K in redemptions. but holdings indicate that tomorrow 4Million+ units will be reported as issued WoW The additions to holdings were evenly distributed so no sign yet that rebalancing is happening. #Uranium #UraniumSqueeze #utwit So $URA reported 250K in redemptions. but holdings indicate that tomorrow" [X Link](https://x.com/patmvcr/status/2017075133220081945) 2026-01-30T03:19Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@patmvcr patmvcr
patmvcr posts on X about $ura, $urnm, $nlr, $urnj the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [---] -94%
- [--] Month [------] -9.70%
- [--] Months [-------] +4,308%
Mentions: [--] #
- [--] Week [--] -29%
- [--] Month [--] +51%
- [--] Months [---] +2,480%
Followers: [------] #
- [--] Week [---] +0.14%
- [--] Month [---] +12%
- [--] Months [---] +356%
CreatorRank: undefined #
Social Influence
Social category influence finance countries stocks cryptocurrencies technology brands travel destinations exchanges social networks celebrities currencies
Social topic influence $ura #13, $urnm, $nlr, $urnj, uranium, stocks, in the, $uec, money, $sput
Top accounts mentioned or mentioned by @quakes99 @sprott @omro1975 @umeshgandhi007 @skysurfer75 @slocan68 @swedishuranium @youtube @bidbird10 @hchris999 @terrypapineau2 @holdcomarkets @yellowbull11 @gouranium @uraniumequities @wugooey @kingfisha79 @penenergy @isoenergyltd @globeandmail
Top assets mentioned Uranium Energy Corp. (UEC) Pentagon Games (PEN) Clear Channel Outdoor Holdings, Inc. (CCO) Eaton Vance Senior Floating-Rate Fund (EFR) Cameco Corporation (CCJ) NexGen Energy Ltd. (NXE) Energy Fuels Inc. (UUUU) Morgan Stanley (MS) Oklo Inc. (OKLO) NuScale Power Corporation (SMR) Amazon.com, Inc. (AMZN)
Top Social Posts
Top posts by engagements in the last [--] hours
". and I see that Morgan Stanley is a big buyer today. Is that who $URA use to do their buying #uranium Here's a more complete table. not sure where you came up with FUU weighted at 0.23%. last night FUU is weighted at 0.10% but the rest is correct. $URA will have to pick up quite a few SASK shares. They are usually quite clumsy. buying on the last day. #uranium https://t.co/dIUyVW5z2b Here's a more complete table. not sure where you came up with FUU weighted at 0.23%. last night FUU is weighted at 0.10% but the rest is correct. $URA will have to pick up quite a few SASK shares. They are"
X Link 2025-07-29T16:42Z [---] followers, [---] engagements
"Actually. just in the last few minutes. when Morgan Stanley let up on the buying pressure for the day. #uranium $SASK.v volume 10* avg down quite hard in last hours🧐 #uranium $SASK.v volume 10* avg down quite hard in last hours🧐 #uranium"
X Link 2025-07-29T21:05Z [---] followers, [----] engagements
"I think they have been doing some buying. New actors in the trade the past couple of days . Morgan Stanley (yesterday) & Anonymous (today) compared to typical. I think we will as usual see most of the action tomorrow. #uranium @SloCan68 Today no action in $SASK so far. Has $URA already reached their target share volume or are they waiting for tomorrow #Uranium @SloCan68 Today no action in $SASK so far. Has $URA already reached their target share volume or are they waiting for tomorrow #Uranium"
X Link 2025-07-30T17:51Z [---] followers, [----] engagements
"11 million in the last minute and the price barely budged. must have had the sellers lined up. Will report $URA's holdings of $SASK later. #uranium"
X Link 2025-07-31T23:07Z [---] followers, [---] engagements
"Not sure how you coming up with those numbers. if you are counting $OKLO and $SMR as non-#uranium/#nuclear obviously $URA doesn't see them that way. they increased their weighting dramatically https://www.solactive.com/downloads/Guideline-Solactive-SOLURANT.pdf @UraniumEquities The URA rebalancing is NOT finished. They still are 37.63% invested in non-uranium sector. And the maximum exposure allowed is 30% Effective by 1st August [----] #uranium https://t.co/DSxlSHQJ6M https://www.solactive.com/downloads/Guideline-Solactive-SOLURANT.pdf @UraniumEquities The URA rebalancing is NOT finished. They"
X Link 2025-08-01T13:53Z [---] followers, [----] engagements
"@quakes99 We all know about THOSE reasons but why the push today Risk on perhaps I see NASDAQ up strongly today"
X Link 2025-08-04T23:32Z [---] followers, [---] engagements
"Is this the headline "Trump is nominating Stephen Miran to temporarily fill vacancy at the Fed" He's the "tariff guy" #uranium BREAKING: The White House says President Trump is about to make a major announcement about the economy. #silver #gold #btc #xrp #uranium BREAKING: The White House says President Trump is about to make a major announcement about the economy. #silver #gold #btc #xrp #uranium"
X Link 2025-08-07T20:28Z [---] followers, [---] engagements
"Any ideas or rumours why FFU (F4 Uranium) was up 19% on double the average volume My shares were a "gift with purchase" from my FUU (F3 Uranium) holdings. Call me mad but FUU was one of my mad money purchases but only represents less than 1% of my portfolio. #uranium"
X Link 2025-08-14T22:12Z [---] followers, [---] engagements
"No changes at $URA reported. $URNJ reported no changes in OS units but they have sold a bit of their holdings. my guess is for operating cash. $URNM again seeing outflows. Another -160k units redeemed bringing the total to 3.3M units redeemed since July [--]. Why #uranium"
X Link 2025-08-16T17:01Z [---] followers, [----] engagements
"As bad as today looks let's put things into perspective #uranium"
X Link 2025-08-19T18:07Z [---] followers, [---] engagements
"Anyone out there been tracking $NLR units outstanding Have they been "guilty" of redemptions recently I'll start to track them. #uranium 👴Gordon Pape one of #Canada's best known experts on investing with Mutual funds and ETFs is today recommending VanEck #Uranium and #Nuclear ETF $NLR for aggressive investors wanting exposure to the nuclear industry.💰⚛⛏🤠🐂 https://t.co/ME3TcUAHGb 👴Gordon Pape one of #Canada's best known experts on investing with Mutual funds and ETFs is today recommending VanEck #Uranium and #Nuclear ETF $NLR for aggressive investors wanting exposure to the nuclear"
X Link 2025-08-21T18:49Z [---] followers, [---] engagements
"I know I'm starting to sound like a broken record but once again no changes at $URA & $URNJ while $NLR issued 250k new units So why are $URNM's AP's continuing to redeem units. another 850k yesterday while everyone else is riding the wave Why . why.why #uranium"
X Link 2025-08-22T17:11Z [---] followers, [---] engagements
"No changes reported at either of the Sprott #uranium ETF's or at NRL but there has been a 0.3% increase in holdings over at $URA indicating they will tomorrow report 300k new units issued. $NLR not yet reported. Makes those redemptions over at $URNM all the more intriguing"
X Link 2025-08-26T01:39Z [---] followers, [---] engagements
"Niger is kinda like Saskatchewan. home to the richest #uranium deposits in the world but gets 81% of its electricity from burning dirty coal and natural gas. a nd 0% from nuclear power.🙄🙄🙄🙄 Russia has dangled the possibility of building a #nuclear power plant in uranium-rich Niger - a vast arid state on the edge of the Sahara desert that has to import most of its electricity. #NuclearEnergy #uranium https://t.co/hFgRJy66X9 Russia has dangled the possibility of building a #nuclear power plant in uranium-rich Niger - a vast arid state on the edge of the Sahara desert that has to import most"
X Link 2025-08-27T17:02Z [---] followers, [---] engagements
"Yesterday there wasn't much to report on the #uranium ETF's I follow. This evening $URA reports an increase in their holdings which will translate into 190k new units issued. $NLR reported 350k new units issued. No changes at $URNM today but $URNJ reported 150k in redemptions"
X Link 2025-08-28T04:01Z [---] followers, [---] engagements
"No changes at the [--] Sprott #uranium ETF's but $URA reports 140K new units issued (not 190K) and their holdings indicate they will report 320K in redemptions tomorrow breaking a trend of new units issued. $NLR reported 200K new units issued"
X Link 2025-08-29T05:06Z [---] followers, [----] engagements
"@wugooey @Swedish_uranium Niger is suffering its own form of trauma. The geopolitics have kept me away from what should be a no-brainer investment $GLO #uranium"
X Link 2025-08-30T03:31Z [---] followers, [---] engagements
"This evening $URA reported those 140K new units issued . No changes at either of the Sprott #uranium ETF's (I think they have the cash they need for their SPUT raise). $NLR reported 150K new units issued. Gonna be a hot week Once again no changes at the Sprott #uranium ETF's or at $NRL but there were changes reported at $URA this evening. $URA reported 370K in redemptions (not 320K). They somewhat made up for it because their posted holdings indicate on Tues they will report 140K new units issued. https://t.co/GZQNJGKTqF Once again no changes at the Sprott #uranium ETF's or at $NRL but there"
X Link 2025-09-03T04:21Z [---] followers, [----] engagements
"Has anyone plotted new #uranium lbs found against the #uranium price over that past [--] years. My gut feeling is it would show that in periods with higher $$ more lbs were found. I've been in the #uranium exploration business since the mid 1980's. I'm sure my gut feeling is right"
X Link 2025-09-05T22:32Z [---] followers, [----] engagements
"Here on the Left Coast we are just hoping for a bit of rain and fresh air. As the weather cools and the life giving rains arrive in the next few weeks we will all be quite happy Trust me Have a great weekend #uranium #uraniumsqueeze Getting Comfortably Numb on Friday evening mellowing to some Floyd and enjoying a Manhattan while I contemplate how long it will take for the #Uranium sector to absorb the WNA Nuclear Fuel Report and finally kick into high gear once investors have their Ah ha moment. https://t.co/Dp3Qk858Fv Getting Comfortably Numb on Friday evening mellowing to some Floyd and"
X Link 2025-09-05T22:36Z [---] followers, [---] engagements
"Aside from those 340K in new units I said $URA would report this evening no changes at any of the #uranium ETF's I follow. I expect that will change in the not to distant future Good night John Boy #uraniumsqueeze No changes reported at either of the Sprott #uranium ETF's or at $NLR but $URA's holdings indicate that tomorrow 340K new units will be reported issued. good night #uraniumsqueeze No changes reported at either of the Sprott #uranium ETF's or at $NLR but $URA's holdings indicate that tomorrow 340K new units will be reported issued. good night #uraniumsqueeze"
X Link 2025-09-06T04:41Z [---] followers, [---] engagements
"Very nice summary Lucijan Wish I was there. I plan to attend [--] of the big mining shows here in Canada next year. I'll be looking for the "buzz" of the last bull run when every analyst was accosting me because I was wearing a name badge with the word "#uranium" Friends here are my impressions from the WNA Symposium I returned from yesterday. In the next couple of days/weeks I will give you more insights about this and my take on the Fuel Report. #uranium #nuclearenergy Read here:https://t.co/LMjSZSkSsg Friends here are my impressions from the WNA Symposium I returned from yesterday. In the"
X Link 2025-09-07T23:39Z [---] followers, [---] engagements
"$URA reported those 160K new units issued and that's it. $URNM reported another modest 20K new units and $NLR reported 300K new units issued. No changes at $URNJ #uranium"
X Link 2025-09-11T04:38Z [---] followers, [---] engagements
"Need to wait for the #uranium ETFs to stop dumping $PEN Pretty uneventful day so far for #uranium stocks on the #asx $AGE flat $BMN -2.7% $BOE +6.1% $DYL +0.8% $LOT -2.8% $PDN +0.9% $PEN -4.31% As usual $PEN disappointing shareholders after recent cap raise. When will there be some interest in this company Waiting for the Pretty uneventful day so far for #uranium stocks on the #asx $AGE flat $BMN -2.7% $BOE +6.1% $DYL +0.8% $LOT -2.8% $PDN +0.9% $PEN -4.31% As usual $PEN disappointing shareholders after recent cap raise. When will there be some interest in this company Waiting for the"
X Link 2025-09-15T04:17Z [---] followers, [---] engagements
"$URA and $URNM have dumped 8.5M & 9.5M shares respectively since $PEN resumed trading back in August. $URA no longer holds any more $PEN shares. $URNJ is holding steady with theirs so one would hope when $URNJ takes off they will be buying. #uranium @patmvcr Looks like there was ETF selling for $PEN yesterday- 5X normal daily trading volume although the stock was only down 3.45%. Interesting to see how the poor take up by retail investors in the recent share offer translates into buying interest in the open market going forward. @patmvcr Looks like there was ETF selling for $PEN yesterday- 5X"
X Link 2025-09-15T18:40Z [---] followers, [---] engagements
"Nice to hear from Bill. and nice to hear that he thinks M&A is bound to happen in the ISR business in order to reduce G&A expenses. I tend to agree. I like $enCoreEnergy $EU and hold a fair amount of it. #uranium #uranium enCore Energy: Extraction Growth & $115M Financing RCTV Beaver Creek [----] https://t.co/6JBD9wlFYO via @YouTube #uranium enCore Energy: Extraction Growth & $115M Financing RCTV Beaver Creek [----] https://t.co/6JBD9wlFYO via @YouTube"
X Link 2025-09-16T01:29Z [---] followers, [----] engagements
"Now that's more like it $URA reported no changes in OS units but holdings indicate that tomorrow they will announce 1.6MILLION new units issued $URNM and $URNJ were in the buy aisle today as well adding 30K & 60K units respectively. Awaiting $NLR report #uranium"
X Link 2025-09-17T02:18Z [---] followers, 11.1K engagements
"@quakes99 $URNM is quite overweight in Cameco 17+% so maybe they have started already will post tonight what they have done"
X Link 2025-09-17T21:57Z [---] followers, [--] engagements
"I think that maybe Peninsula $PEN will start to recover since $URNM sold off the last of their $PEN holdings yesterday and $URA finished dumping theirs last week. Thanks for keeping the #uranium party going downunder mates #Uranium Uran party in Australia ☢☢😉 https://t.co/u054FDvxwZ #Uranium Uran party in Australia ☢☢😉 https://t.co/u054FDvxwZ"
X Link 2025-09-18T02:55Z [---] followers, [----] engagements
"@BidBird10 Yeah. Scammers. Dump and pumpers. I happen to know many of the technical people at $UEC and they are experts in their field. #uranium"
X Link 2025-09-18T13:33Z [---] followers, [---] engagements
"Well that amounted to a nothing burger #uraniumTourists #uranium #uraniumSqueeze Spruce Point's love letter to UEC: 'We think you're overvalued by 85%'. Ouch. Looks like someone's about to get a nuclear winter in their portfolio #Uranium☢ https://t.co/KzcxtOhZyQ Spruce Point's love letter to UEC: 'We think you're overvalued by 85%'. Ouch. Looks like someone's about to get a nuclear winter in their portfolio #Uranium☢ https://t.co/KzcxtOhZyQ"
X Link 2025-09-18T20:12Z [---] followers, [----] engagements
"2/2 Remember I mentioned Sprott's new kid on the block $METL. I've been tracking them. In one week their AUM has increased more than [--] fold from 100K units to 660K units today. Some familiar #uranium names in there. maybe some Sprott money is rotating from $URNM to $METL"
X Link 2025-09-19T05:57Z [---] followers, [---] engagements
"The chart speaks. #uranium #uraniumSqueeze #UraniumStocks Seeing some nice buy blocks for $SPUT https://t.co/QJnxIM3TQw Seeing some nice buy blocks for $SPUT https://t.co/QJnxIM3TQw"
X Link 2025-09-22T18:34Z [---] followers, [----] engagements
"I was really tired after rehearsal last night and didn't post but $URA did report the 300K in new units issued & holdings +250K will be reported tonight. $URNM added 140K new units while $URNJ is snoozing. Rebalancing at $NLR was implemented on Friday. #uranium"
X Link 2025-09-23T15:41Z [---] followers, [---] engagements
"$URA reported those 250K new units and their holdings show +650K units will be reported tomorrow. Both $URNM and $URNJ were expanding as well adding 310K and 10K new units respectively. $NLR added 250K units #uranium ETFs on the move #uraniumSqueeze"
X Link 2025-09-24T05:53Z [---] followers, [----] engagements
"$URA reported those 300K redemptions today and holdings indicate they will report another 600K in redemptions tomorrow. No wonder #uranium stocks have been under pressure $URNM added a very modest 20K and $NLR 200K new units issued. No changes at $URNJ. #uraniumSqueeze"
X Link 2025-09-26T05:07Z [---] followers, [----] engagements
"I really don't see any #uranium production from Dasa coming West #Niger wants to build two 2000-megawatt nuclear reactors in partnership with Russia's state-owned nuclear corporation Rosatom while also proposing to cooperate with Russia in developing #uranium reserves in the country. https://t.co/GGnkIMo5fC #Niger wants to build two 2000-megawatt nuclear reactors in partnership with Russia's state-owned nuclear corporation Rosatom while also proposing to cooperate with Russia in developing #uranium reserves in the country. https://t.co/GGnkIMo5fC"
X Link 2025-09-26T05:18Z [---] followers, [----] engagements
"What's weird is that the $SASK news was released on Monday. and the pop came today Must have been that the interview with Boisjoli which was posted last night caught someone's eye. #uranium Share price of #Uranium juniors with good news like $SASK now starting to pop. I love this phase. Share price of #Uranium juniors with good news like $SASK now starting to pop. I love this phase"
X Link 2025-09-26T15:51Z [---] followers, [---] engagements
"$URA reported those 600K in redemptions; holdings indicate bleeding has stopped for now & no more redemptions will be reported on Monday. $URNJ added to the downward price pressure on #uranium stocks announcing 250K in redemptions while $URNM and $NLR added 80K & 125K new units. $URA reported those 300K redemptions today and holdings indicate they will report another 600K in redemptions tomorrow. No wonder #uranium stocks have been under pressure $URNM added a very modest 20K and $NLR 200K new units issued. No changes at $URNJ. #uraniumSqueeze $URA reported those 300K redemptions today and"
X Link 2025-09-27T19:23Z [---] followers, [----] engagements
"Sprott still has not updated the holdings lists for any of their #uranium ETF's as of this morning. Busy busy busy No changes reported at $URA this evening. But $NLR added 375K new units $URNM reports 70K new units issued; no changes at $URNJ. And neither of them has had their holdings list updated since Friday. Sprott must have all hands on deck working on the rebalancing #uranium No changes reported at $URA this evening. But $NLR added 375K new units $URNM reports 70K new units issued; no changes at $URNJ. And neither of them has had their holdings list updated since Friday. Sprott must"
X Link 2025-09-30T14:46Z [---] followers, [----] engagements
"Well Sprott finally updated those holdings and there were no radical changes except for the pro rata increase in holdings for $URNM to account for the 70K new units #uranium Sprott still has not updated the holdings lists for any of their #uranium ETF's as of this morning. Busy busy busy https://t.co/M5GuPrT8vo Sprott still has not updated the holdings lists for any of their #uranium ETF's as of this morning. Busy busy busy https://t.co/M5GuPrT8vo"
X Link 2025-09-30T18:45Z [---] followers, [----] engagements
"@Kingfisha79 @PEN_Energy If you are talking about $URNM holdings.no. they ditched PEN in mid September"
X Link 2025-10-01T23:18Z [---] followers, [--] engagements
"And here is the updated weightings spreadsheet for $URNM. You can see that $UEC was the big loser. going from 6.68% to 4.61% of holdings. moving from 5th to 8th in ranking. #uranium"
X Link 2025-10-02T03:00Z [---] followers, [---] engagements
"And here is the updated accounting $$ spreadsheet for $URNM Does anyone have any idea what is going on here How can they report 2.85M new units one day and then hack that back by 2.7M the next Was there really an inflow of $172M Was the money really there #uranium"
X Link 2025-10-02T03:05Z [---] followers, [---] engagements
"I see SPUT issued [------] new units but didn't buy any pounds. Share price is at a +0.75% premium to NAV ($19.75) Just a thought. are Sprott suppressing the #uranium spot price to keep the share price at a premium to NAV so they can keep the ATM alive"
X Link 2025-10-02T23:10Z [---] followers, [----] engagements
"You took the words right out of my mouth The "drip drip drip" I think those drops will soon be seen to evaporate before hitting the ground. #uranium virga. The line up of financial players for those precious drops is getting longer. @hchris999 AFAIK Sprott still adheres to their "no risk" requirement that all physical #Uranium purchased MUST already be in storage at one of the [--] secure western storage sites at conversion plants in Canada US & France able to have its ownership transferred on paper within [--] days. @hchris999 AFAIK Sprott still adheres to their "no risk" requirement that all"
X Link 2025-10-04T17:05Z [---] followers, [---] engagements
"I should have added these.😆"
X Link 2025-10-13T18:40Z [---] followers, [---] engagements
"and the #uranium ETF's have been forming a similar lovely pattern . #uraniumSqueeze"
X Link 2025-10-13T18:42Z [---] followers, [----] engagements
"@quakes99 Based on (recent) past history they will issue new units. but who knows What leads me to think they will is the lack of new unit issuances in either Sprott ETF over that past many weeks while other uranium ETF's have been busy issuing. I'll update that table. Utwits"
X Link 2025-12-20T18:25Z [---] followers, [----] engagements
"@TerryPapineau2 @IsoEnergyLtd No I think it has to do with the results from drilling at Dorado JV with $PTU. Nice #uranium grades. $ISO https://www.isoenergy.ca/news-media/isoenergy-and-purepoint-report-assay-grades-of-up-to-54-uo-from-initial-holes--at-the-nova-discovery-on-the-dorado-jv https://www.isoenergy.ca/news-media/isoenergy-and-purepoint-report-assay-grades-of-up-to-54-uo-from-initial-holes--at-the-nova-discovery-on-the-dorado-jv"
X Link 2025-08-07T20:18Z [---] followers, [---] engagements
"@SloCan68 What were the main take aways from the $KAP Q2 call this morning #uranium"
X Link 2025-08-22T14:43Z [---] followers, [---] engagements
"@SloCan68 Not many commodity producers would see their rating maintained when their production guidance is reduced. Such is the nature of the #uranium business. $CCO benefits from its integrated model. a company pumping crude oil refining it selling it & making the cars that use it"
X Link 2025-08-29T15:45Z [---] followers, [---] engagements
"No changes reported this evening at $URA $URNM or $NLR. but $URNJ reported 180K new units issued. Maybe this baby will get a chance to shine #uranium #uraniumsqueeze"
X Link 2025-09-04T03:18Z [---] followers, [---] engagements
"No changes reported at either of the Sprott #uranium ETF's or at $NLR but $URA's holdings indicate that tomorrow 340K new units will be reported issued. good night #uraniumsqueeze"
X Link 2025-09-05T04:40Z [---] followers, [----] engagements
"The most interesting part of the interview is the last [--] minutes when Cory explains at what stage Cameco $CCO might consider jumping on someone else's #uranium development project. Cameco: Uranium Outlook Has Never Been More Bullish #uranium https://t.co/kgNR9j2EBw Cameco: Uranium Outlook Has Never Been More Bullish #uranium https://t.co/kgNR9j2EBw"
X Link 2025-09-08T18:28Z [---] followers, [---] engagements
"$URA reported no changes in OS units but their holdings indicate they will announce +130K units issued. $URNJ +20K new units. $NLR +100K new units issued but with their goofy reporting I'm not sure if that was over the weekend or today. $URNM no changes #uranium"
X Link 2025-09-09T03:27Z [---] followers, [----] engagements
"no changes at any of the Sprott #uranium ETF's or at $NLR to report. but $URA's holdings indicate that tomorrow they will report 690K new units issued. The fly wheel is starting up"
X Link 2025-09-12T04:27Z [---] followers, [----] engagements
"I'm beginning to wonder if I have been barking up the wrong $Sprott tree. Last week they launched a new ETF. Maybe this is where some of the $URNM AP's have rorated their funds https://sprottetfs.com/metl-sprott-active-metals-miners-etf/utm_source=insights&utm_medium=email&utm_campaign=sprott-digest&_cldee=G2opE8yF2eOUUdgWxxKxC9tzcCSFQdNRGj1x3fDugHeZK8YUTj2Ev5K2i7nT5Yjr&recipientid=lead-47a6606b84e5ec11bb3d000d3ae95f53-891d388c804147ab88fca5a887109d28&esid=60eac561-308f-f011-b4cb-002248b382b7 So to update my post from the other week $URNM's AP's have now redeemed 4.2M units or about $200M"
X Link 2025-09-12T15:25Z [---] followers, [---] engagements
"Again no changes at either of $Sprott #uranium ETF's. $URA did report those 690K new units issued & their holdings indicate 400K new units will on Monday be reported issued. That's 1.5M new units issued since last week of August. Overnight $NRL also report 50K new units issued. no changes at any of the Sprott #uranium ETF's or at $NLR to report. but $URA's holdings indicate that tomorrow they will report 690K new units issued. The fly wheel is starting up https://t.co/FjIZODv69Z no changes at any of the Sprott #uranium ETF's or at $NLR to report. but $URA's holdings indicate that tomorrow"
X Link 2025-09-13T16:01Z [---] followers, [----] engagements
"$URA didn't report any changes in their holdings but those 400K new units were today reported issued. Changes in $NLR's holdings reported over the weekend indicate they will later this evening be reporting 225K new units issued. No changes at $URNJ or $URNM #uranium"
X Link 2025-09-16T01:24Z [---] followers, [---] engagements
"I just got a chance to update my $NLR spreadsheet and their holdings data indicate that they will today report 260K new units issued. so every #uranium ETF I track was in the buy aisle Now that's more like it $URA reported no changes in OS units but holdings indicate that tomorrow they will announce 1.6MILLION new units issued $URNM and $URNJ were in the buy aisle today as well adding 30K & 60K units respectively. Awaiting $NLR report #uranium https://t.co/6e0VWMMIGC Now that's more like it $URA reported no changes in OS units but holdings indicate that tomorrow they will announce 1.6MILLION"
X Link 2025-09-17T18:10Z [---] followers, [----] engagements
"I got the updated data from $NLR earlier today . and they actually issued 275K new units. I'll get their updated holdings report for today overnight. #uranium I just got a chance to update my $NLR spreadsheet and their holdings data indicate that they will today report 260K new units issued. so every #uranium ETF I track was in the buy aisle I just got a chance to update my $NLR spreadsheet and their holdings data indicate that they will today report 260K new units issued. so every #uranium ETF I track was in the buy aisle"
X Link 2025-09-18T02:47Z [---] followers, [---] engagements
"Not sure what will happen to $PEN. but the way I read it URNM is not obligated to include all of the securities in North Shore Global Uranium Mining Index. All I know is $URNM have dumped it all & it would be weird to dump then add. $URNJ held onto theirs. #uranium @patmvcr Whats the story with $PEN and $URNM Will they have to buy it all back by September [--] or did it drop below the threshold @patmvcr Whats the story with $PEN and $URNM Will they have to buy it all back by September [--] or did it drop below the threshold"
X Link 2025-09-18T03:37Z [---] followers, [----] engagements
"Always nice to hear from Justin. WRT Orano interest in Arrow. Orano has history in the Western Athabasca (Cluff Lake) + controlling interest in Shea Creek to the N of Arrow et al. If the French Government has the stomach for it I could see them taking out $NXE #uranium #Uranium Insider Insights on Prices Supply Shortfalls & M&A Deals https://t.co/xMJNybt9ty via @YouTube #Uranium Insider Insights on Prices Supply Shortfalls & M&A Deals https://t.co/xMJNybt9ty via @YouTube"
X Link 2025-09-18T03:53Z [---] followers, [----] engagements
"For the same reason $SMR or $NXE have "no production". and [--] years ago $GOOG and $AMZN had "no production" and in fact had HUGE losses to report. $UEC is a "developer" with huge upside potential. that's why we have a stock market. S P E C U L A T I O N #uranium @patmvcr @BidBird10 Why no production then 🤔 @patmvcr @BidBird10 Why no production then 🤔"
X Link 2025-09-18T19:53Z [---] followers, [---] engagements
"$URA continues to buy. today announcing those 180K new units issued and their holdings indicate another 300K units will on Monday be reported issued. $URNM and $NLR were both in the buying aisle adding 120K and 200K new units respectively . $URNJ is sleeping. #uranium"
X Link 2025-09-20T06:31Z [---] followers, [----] engagements
"Might even be a bit of $URNM rebalancing effects. Cameco $CCO $CCJ is one of the few bucking the green trend today and it is quite overweight in the fund and will have to be reduced. #Uranium #UraniumStocks #uraniumSqueeze I think I smell #uranium ETF buying this morning. https://t.co/ck1kyaKBtC I think I smell #uranium ETF buying this morning. https://t.co/ck1kyaKBtC"
X Link 2025-09-22T18:05Z [---] followers, [---] engagements
"No they did NOT sequester 264K lbs of #uranium today. they sequestered [------] lbs of #uranium. Kinda like when you want to make a cake or something and there is only [--] 7/16 cup of flour when you need [--] Is the cupboard almost bare What's going on Per #uraniumSqueeze #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in cash https://t.co/L0ONJOBcO8 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +4.01% premium to NAV 264k lbs gobbled 2254k trusts issued = $44.6m raised $138.7m in cash"
X Link 2025-09-22T23:12Z [---] followers, [----] engagements
"Overnight $URA reported those 650K new units issued but their holdings indicate 300K units will tonight be reported redeemed (profit taking). $URNM reports a modest 30K new units issued with $NLR adding 250K new units each of the past [--] days. No changes at $URNJ #Uranium"
X Link 2025-09-25T14:19Z [---] followers, [----] engagements
"Ah he's just shorted $CCO $CCJ. because he knows the price will weaken this week ahead of the $URNM rebalancing. #uranium #uraniumSqueeze Proceeds to go upstream #uranium 🤔 https://t.co/2cpUVk7ehu Proceeds to go upstream #uranium 🤔 https://t.co/2cpUVk7ehu"
X Link 2025-09-25T16:37Z [---] followers, [----] engagements
"From the Globe and Mail this morning. Plenty of #uranium names in the tables. We are still contrarians Short sales on the TSX: What bearish investors are betting against /via @globeandmail https://www.theglobeandmail.com/investing/markets/inside-the-market/article-short-sales-on-the-tsx-what-bearish-investors-are-betting-against-70/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links"
X Link 2025-09-26T17:11Z [---] followers, [---] engagements
"A hedge fund managers lament on short selling in [----] #uraniumSqueeze #Uranium"
X Link 2025-09-26T17:17Z [---] followers, [---] engagements
"Cameco $CCO $CCJ is a completely different company from what it was [--] years ago. back then it was simply a miner and minor converter/fabricator. With their $Westinghouse acquisition it's a horse of a different colour #uranium After an 84% 1-year gain and 835% in [--] years is $CCJ overvalued PE ratio: 97.3x vs. Fair PE: 16.6x DCF fair value: CA$117.43 near current price Nuclear demand rising but valuation is stretched #uranium #CleanEnergy #stocks #investing #CCJ #nuclearenergy #TSX https://t.co/nqtRbHiJZI After an 84% 1-year gain and 835% in [--] years is $CCJ overvalued PE ratio: 97.3x vs. Fair"
X Link 2025-09-27T19:39Z [---] followers, [----] engagements
"No changes reported at $URA this evening. But $NLR added 375K new units $URNM reports 70K new units issued; no changes at $URNJ. And neither of them has had their holdings list updated since Friday. Sprott must have all hands on deck working on the rebalancing #uranium"
X Link 2025-09-30T05:41Z [---] followers, [----] engagements
"Wow that's quite the different approach to rebalancing Instead of the usual culling of overweight holdings to then buy underweight holdings $URNM issued [----] MILLION new units (= $172M to fund the rebalancing) an 8.55% increase over yesterday's units OS #uranium"
X Link 2025-10-01T03:20Z [---] followers, 22.1K engagements
"So wrapped up in $URNM last night I forgot to post data for other #uranium ETF's $URA no changes in OS units; holdings indicate they will this evening report 410K new units issued. Similar at $NLR with their holdings up; will report 275K new units issued. $URNJ as commment"
X Link 2025-10-01T17:24Z [---] followers, [----] engagements
"Although no changes in OS units were reported at $URNJ last night there were some changes in a few of their holdings. They dumped 50% of their $EFR. sort of a rebalancing after their huge run up the past few weeks #uranium #uraniumSqueeze"
X Link 2025-10-01T17:34Z [---] followers, [---] engagements
"So did we just witness some kind of accounting slight of hand Is anyone else is scratching their head after looking at the $URNM website this evening OS units has been reduced to just 150K units above what it was on Monday [---] million units. poof More to come. #uranium Wow that's quite the different approach to rebalancing Instead of the usual culling of overweight holdings to then buy underweight holdings $URNM issued [----] MILLION new units (= $172M to fund the rebalancing) an 8.55% increase over yesterday's units OS #uranium Wow that's quite the different approach to rebalancing Instead of"
X Link 2025-10-02T02:34Z [---] followers, [----] engagements
"Here is the updated holdings spreadsheet. You can see that $URNM HAVE culled $CCO $UEC .and $EFR in an especially big way -46%. Even more curious anyone tracking $URNJ will have seen $URNJ "sold off" 50% of $EFR yesterday.and today added those shares back. #uranium"
X Link 2025-10-02T02:56Z [---] followers, [---] engagements
"After scratching my head raw trying to get around the Sprott #uranium ETF conundrum $URA and $NLR are a breeze. Both reported increases in OS units; 410K and 275K respectively. $URA holdings indicate that tomorrow they will report another 220K new units issued. Good Night"
X Link 2025-10-02T03:22Z [---] followers, [----] engagements
"$NLR updates their holdings list while I am sleeping (Canada's Beautiful West Coast here) so I have just updated my spreadsheet which indicates that $NLR will later today report 400K new units issued. After scratching my head raw trying to get around the Sprott #uranium ETF conundrum $URA and $NLR are a breeze. Both reported increases in OS units; 410K and 275K respectively. $URA holdings indicate that tomorrow they will report another 220K new units issued. Good Night https://t.co/bVz4FfbwPT After scratching my head raw trying to get around the Sprott #uranium ETF conundrum $URA and $NLR are"
X Link 2025-10-02T16:02Z [---] followers, [----] engagements
"Games. #uranium hanky panky [-----] USD #uranium https://t.co/52ulBZMUz5 [-----] USD #uranium https://t.co/52ulBZMUz5"
X Link 2025-10-02T19:20Z [---] followers, [----] engagements
"This evening $URA reported those 150K in redemptions but their holdings indicate they will on Monday report 100K new units issued. Fickle bunch. On a more positive note $NLR added 350K new units. No changes at the Sprott #uranium ETF's Have a good weekend"
X Link 2025-10-04T01:30Z [---] followers, [----] engagements
"Yes. VERY ambitious "Stifel has reinstated its coverage on Uranium Energy (UEC) assigning the stock a Buy rating and setting a price target of $10.50" #uranium #Uranium #UEC Stifel Reinstates Buy Rating on Uranium Energy (UEC) with Ambitious Price Target https://t.co/9ghMcDcY10 #Uranium #UEC Stifel Reinstates Buy Rating on Uranium Energy (UEC) with Ambitious Price Target https://t.co/9ghMcDcY10"
X Link 2025-10-06T15:58Z [---] followers, [---] engagements
"Over the weekend $NLR posted their updated holdings from Friday & they indicate that this evening they will report another 375K new units issued Since they did their little rebalancing on September [--] they have issued 2.325M new units (= + $328M) #uranium This evening $URA reported those 150K in redemptions but their holdings indicate they will on Monday report 100K new units issued. Fickle bunch. On a more positive note $NLR added 350K new units. No changes at the Sprott #uranium ETF's Have a good weekend https://t.co/ef2QmTutk4 This evening $URA reported those 150K in redemptions but their"
X Link 2025-10-06T20:31Z [---] followers, [----] engagements
"What happens when the US Gov takes a financial interest in a "critical minerals" mining company . Imagine if they decide to invest in #uranium"
X Link 2025-10-07T22:07Z [---] followers, 28.9K engagements
"wow. despite all the negative energy today $SPUT managed to issue 306K new units and gobble up 160Klbs of #uranium today"
X Link 2025-10-07T23:03Z [---] followers, [----] engagements
"I'm encouraged by some biggish trades in the last few minutes of the day in our sleepy little friend $URNJ. BTW I didn't bother last night to report the #uranium ETF data. there were no changes aside from the 375K in new units I said would be issued by $NLR. #uraniumSqueeze"
X Link 2025-10-07T23:21Z [---] followers, [----] engagements
"A curious trading pattern seems to have developed in $EFR $UUUU over this past week. or is this just my imagination They have been the most heavily shorted of the #uranium stocks on the TSX for some time. Is this a pattern of shorts covering Not my area of expertise. Crikey. #uranium $UUUU https://t.co/iGYOoaBBsu Crikey. #uranium $UUUU https://t.co/iGYOoaBBsu"
X Link 2025-10-09T15:36Z [---] followers, [----] engagements
"2/2 The same can't be said for the $Sprott #uranium ETF's. $URNJ has been sitting on its thumbs since the first week of September while $URNM reported 520K in REDEMPTIONS since Monday. John where is that cash flowing to Whats fueling the quiet surge in uranium miners ⚛📈 Check out this article 👉 https://t.co/UnfWZQLS08 $URA ETF just broke out with a textbook Elliott Wave impulseunderstand the structure forecast the next leg and trade with confidence. #URA #Uranium #ETF #ElliottWave https://t.co/0KVgItR31d Whats fueling the quiet surge in uranium miners ⚛📈 Check out this article 👉"
X Link 2025-10-09T17:27Z [---] followers, [---] engagements
"I feel like a loser. I'm only up 250% in $EFR Oh well. you win some you lose some. #uranium @Beta_Beaker Can u believe that if someone bought $UUUU 3-4 months ago they would have a [--] bagger right now In hindsight I really should've added to my existing position but it was doing nothing for the longest time and I thought that there was better opportunity elsewhere. #Uranium @Beta_Beaker Can u believe that if someone bought $UUUU 3-4 months ago they would have a [--] bagger right now In hindsight I really should've added to my existing position but it was doing nothing for the longest time and I"
X Link 2025-10-10T00:20Z [---] followers, [----] engagements
"Update on the #uranium ETF's I follow. $URA reported those 600K new units issued but no changes in holdings. $NLR reported those 75K new units issued; holdings will be updated overnight. No changes at $URNJ. $URNM reported more redemptions. This time a modest -70K units*****"
X Link 2025-10-10T04:05Z [---] followers, [----] engagements
"Since their rebalancing at the end of September $URNM has redeemed -680K units = about $41.5M. $Sprott's #uranium clients are generally pretty sticky. so where is this cash going Not going into $URNJ or their new vehicle $METL. so where Another $SPUT raise Update on the #uranium ETF's I follow. $URA reported those 600K new units issued but no changes in holdings. $NLR reported those 75K new units issued; holdings will be updated overnight. No changes at $URNJ. $URNM reported more redemptions. This time a modest -70K units* Update on the #uranium ETF's I follow. $URA reported those"
X Link 2025-10-10T04:10Z [---] followers, [---] engagements
"Decided to break out the🏄♀& try that wave this morning. Great fun I submitted an order last night to sell a wee bit of my $EFR at $28.25. This morning I noticed the B/A $29 so I modified to $29.05. then $29.50 then $29.30. Taken out at market open @$29.41 #uranium A curious trading pattern seems to have developed in $EFR $UUUU over this past week. or is this just my imagination They have been the most heavily shorted of the #uranium stocks on the TSX for some time. Is this a pattern of shorts covering Not my area of expertise. https://t.co/gF4T5by30S A curious trading pattern seems to have"
X Link 2025-10-10T15:07Z [---] followers, [----] engagements
"I know some might think it dumb to ride the first nice wave I see as the $EFR price has surged past $31 now but as every surfer knows you take the wave you ride and enjoy it because there will always be a bigger wave I can now buy a bigger turkey for this weekend #uranium Decided to break out the🏄♀& try that wave this morning. Great fun I submitted an order last night to sell a wee bit of my $EFR at $28.25. This morning I noticed the B/A $29 so I modified to $29.05. then $29.50 then $29.30. Taken out at market open @$29.41 #uranium https://t.co/Ans4YIMvJR Decided to break out the🏄♀& try"
X Link 2025-10-10T15:15Z [---] followers, [---] engagements
"Have you been sleeping under a rock $URA $URNM $NLR $URNJ #uranium #uraniumSqueeze @uranium_io @ArthurB @tezos @EdwMata @Brickken the potential for an uranium etf is getting so obvious @uranium_io @ArthurB @tezos @EdwMata @Brickken the potential for an uranium etf is getting so obvious"
X Link 2025-10-10T16:32Z [---] followers, [---] engagements
"I need some help from a market/trading expert here. As posted I sold some $EFR for turkey money. Looking at the trading data from this morning I noticed something I do not understand. Before the bell there are TSX trades listed as high as $29.70. How is this possible #uranium Decided to break out the🏄♀& try that wave this morning. Great fun I submitted an order last night to sell a wee bit of my $EFR at $28.25. This morning I noticed the B/A $29 so I modified to $29.05. then $29.50 then $29.30. Taken out at market open @$29.41 #uranium https://t.co/Ans4YIMvJR Decided to break out the🏄♀& try"
X Link 2025-10-10T17:59Z [---] followers, [----] engagements
"With all the excitement this morning I forgot to update you all on $NLR who posted their holdings overnight which indicate that they will this evening announce that they had issued 375K new units yesterday #uranium #uraniumSqueeze Update on the #uranium ETF's I follow. $URA reported those 600K new units issued but no changes in holdings. $NLR reported those 75K new units issued; holdings will be updated overnight. No changes at $URNJ. $URNM reported more redemptions. This time a modest -70K units***** Update on the #uranium ETF's I follow. $URA reported those 600K new units issued but no"
X Link 2025-10-10T18:19Z [---] followers, [---] engagements
"@zhc002 I only trade on my local exchanges . only exposure to Downunder is $PDN but acquired through there takeover of $FCU"
X Link 2025-10-11T22:44Z [---] followers, [---] engagements
"2/3 #uranium ETF update: $URA was in the buy aisle as well on Friday reporting those 600K new units issued and their holdings will this evening have them reporting 750K new units issued. Lots of buying out there"
X Link 2025-10-13T16:04Z [---] followers, [---] engagements
"1/2 And speaking of the #uranium ETF's. $URA reported those 650K new units and holdings indicate no cages will be reported this evening. $NLR reported 450K new units issued and their holdings 50K new units will this evening be reported issued. and the #uranium ETF's have been forming a similar lovely pattern . #uraniumSqueeze https://t.co/X6yPJPUmcx and the #uranium ETF's have been forming a similar lovely pattern . #uraniumSqueeze https://t.co/X6yPJPUmcx"
X Link 2025-10-14T13:37Z [---] followers, [---] engagements
"2/2 The $Sprott #uranium ETF's are not very positive these days despite the fire under the #uranium equities. $URNM reports 10K units redeemed and $URNJ a whopping 80K units redeemed. So what's going on here John"
X Link 2025-10-14T13:40Z [---] followers, [---] engagements
"Yes it's for the Johnny completely" crowd tot he #uranium space #uraniumSqueeze @DividendTalks Looks like a list of stocks that already are up a ton. Would have been useful a year ago now it's just giving them a chance to cash out. @DividendTalks Looks like a list of stocks that already are up a ton. Would have been useful a year ago now it's just giving them a chance to cash out"
X Link 2025-10-16T03:42Z [---] followers, [----] engagements
"I've been too busy trading to update you all. So here is a summary table of the changes over the past [--] days in #uranium ETF's I follow. Holdings posted last night in $URA & $NLR indicate that this evening they will report changes in OS units of -560K & +325K respectively"
X Link 2025-10-16T14:32Z [---] followers, [----] engagements
"Anybody notice that as soon as the Jays started winning the #uranium market has gone south"
X Link 2025-10-17T14:36Z [---] followers, [----] engagements
"Add to this some #uranium ETF redemptions at $URA and $URNM. and the lack of AP buying at $NLR things are in a pause mode. Maybe the Globe headlines today are spooking mining investors. #uranium isn't the only victim https://t.co/pVM16N5Iji Maybe the Globe headlines today are spooking mining investors. #uranium isn't the only victim https://t.co/pVM16N5Iji"
X Link 2025-10-21T14:44Z [---] followers, [----] engagements
"@omro1975 @JesBengtsson @hchris999 Difference between oil & #uranium is that oil is used more or less in real time & rarely stockpiled for down the road. #uranium needs to be stockpiled for [--] - [--] years supply. This disconnect is what keeps the average commodity investor from believing the #uraniumSqueeze thesis"
X Link 2025-10-23T19:55Z [---] followers, [---] engagements
"I've been swamped with personal stuff to do over the past (losing) week . except for the Jays Yay Summary of past week. Only highlight was buying by $NLR last Friday. $URA's holdings reported last night indicate they will this evening report 40K new units issued. #uranium I've been too busy trading to update you all. So here is a summary table of the changes over the past [--] days in #uranium ETF's I follow. Holdings posted last night in $URA & $NLR indicate that this evening they will report changes in OS units of -560K & +325K respectively https://t.co/1tjRufYRRC I've been too busy trading to"
X Link 2025-10-24T17:11Z [---] followers, [---] engagements
"And speaking of #uranium ETF's since last Thursday very little action. No changes at either of the $Sprott #uranium ETF's or $NLR (big buyer the other week). $URA added a 40K units on Friday and their holdings indicate that they will this evening report 400K new units issued. I smell #uranium ETF buying today. Such a refreshing smell after last week https://t.co/sV0bLHaul0 I smell #uranium ETF buying today. Such a refreshing smell after last week https://t.co/sV0bLHaul0"
X Link 2025-10-28T18:06Z [---] followers, [---] engagements
"And on that note $URA did report those 400K new units issued. Holdings @ $URA and $NLR indicate that some AP's are acting like #uranium tourists and will this evening report 520K & 125K in redemptions No changes at $URNM or $URNJ. We are still waiting for the big financial players to jump on the bandwagon. in other words when the AP's at the #uranium ETF's start buying en masse. Until then you are correct. just tourists moving the market. https://t.co/50B75JH13I We are still waiting for the big financial players to jump on the bandwagon. in other words when the AP's at the #uranium ETF's"
X Link 2025-10-29T18:05Z [---] followers, [---] engagements
"And it looks like they've been issuing new units pretty much all day today. And I see the #uranium spot price is up. are they actually stocking up their #uranium shopping cart today Raised in [--] day to buy whole Q1 & Q2 U.S production #uranium https://t.co/SKbtudjzdN Raised in [--] day to buy whole Q1 & Q2 U.S production #uranium https://t.co/SKbtudjzdN"
X Link 2025-10-29T18:10Z [---] followers, [----] engagements
"What's up with the SPUT site Some of their numbers are whacked. Says market price is $19.82. that was Friday's close. Close today was $19.05. so their Premium/Discount to NAV calc is off . should be -2.17% by my calculation. #uranium"
X Link 2025-11-04T00:40Z [---] followers, [---] engagements
"Since everyone seems to be down in the dumps this week (yeah I know the Jays lost too) I thought I'd show you all the graph of the share price (Jan1 2004-Dec31 2008) of the company I was involved with in the last cycle. It was wild ride #uranium investing is nerve wracking"
X Link 2025-11-04T19:52Z [---] followers, [----] engagements
"Speaking of shorts. the Globe and Mail published their list of Canadian listed stocks over the weekend. a number of #uranium names made the list. Lets SQUEEZZZE some shortsellers #Uranium what company should we go for https://t.co/BV5lmj8zF5 Lets SQUEEZZZE some shortsellers #Uranium what company should we go for https://t.co/BV5lmj8zF5"
X Link 2025-11-04T23:48Z [---] followers, [---] engagements
"I don't get to worked up about the drop. volumes were below average which is a good sign. #uranium tourists (and those that buy their vacations on credit) come and go but they don't make a market"
X Link 2025-11-05T00:08Z [---] followers, [----] engagements
"I posted this earlier. a graph of the price swings I and others in my company had to endure during the last #uranium bull cycle. Much of my compensation was stock options and they would swing in and out of the money all the time. Nerve-wracking Just another disappointing day for #asx #uranium stocks. The positive momentum that we have seen over the last couple of months have now erased. $AGE - 10.7% $BMN -6.12% $BOE -5.5% $DYL -5.44% $LOT -6.58% $PDN -7.21% $PEN -9.8% Seems like it is a never ending rollercoaster Just another disappointing day for #asx #uranium stocks. The positive momentum"
X Link 2025-11-05T00:12Z [---] followers, [---] engagements
"SPUT reports its target discount to NAV since late August. No money raised.no pounds reported purchased Nada #uranium"
X Link 2025-11-05T00:18Z [---] followers, [----] engagements
"Of course that should read "reports its LARGEST discount to NAV" Come on Elon stop messing with me😆 #uranium SPUT reports its target discount to NAV since late August. No money raised.no pounds reported purchased Nada #uranium https://t.co/p98dRvY6Ap SPUT reports its target discount to NAV since late August. No money raised.no pounds reported purchased Nada #uranium https://t.co/p98dRvY6Ap"
X Link 2025-11-05T00:21Z [---] followers, [---] engagements
"I've added a notation showing peak #uranium Spot and Long Term prices in the last cycle. Notice how things could swing wildly all while LT was stuck at its peak of $95 for months. Cameco's posted monthly data I will post again with a few notations. this is what I had to endure in the last bull run. look at the wild gyrations But it was ultimately worth it Very hard to predict the sweet spots to buy the dips and sell peaks. #uranium investing is not for the faint of heart https://t.co/ORUB8xzDvP I will post again with a few notations. this is what I had to endure in the last bull run. look at"
X Link 2025-11-10T04:32Z [---] followers, 10.6K engagements
"Some of you might find this interesting. I'm sort of tracking the changes in URNM leading up to the new rebalancing Dec [--] using their new formula. The "goners" are the #uranium names highlighted in pink. What is their fate"
X Link 2025-11-10T17:52Z [---] followers, 13.4K engagements
"A reminder. some #uranium investors can't see the forest for the trees"
X Link 2025-11-10T17:59Z [---] followers, [----] engagements
"@joeNorton727272 She's starting to claw her way out of the hole earlier today. #uranium"
X Link 2025-11-10T19:49Z [---] followers, [---] engagements
".speaking of institutional #uranium investors I haven't been posting regularly about the ETF action. Holdings reported overnight at both $URA and $NLR indicate they will this evening each report issuing 500K new units Someone is buying $URNM added 50K but $URNJ lost 150K. It's not institutional #uranium investors who are heading for the exits this morning. the telltale sign of #uraniumTourists is the lighter than average volumes https://t.co/V4BR3KjquP It's not institutional #uranium investors who are heading for the exits this morning. the telltale sign of #uraniumTourists is the lighter"
X Link 2025-11-11T17:22Z [---] followers, [----] engagements
"Well overnight we saw who $GXU's dance partner was $URNM dumped all their $GXU shares on Monday took the cash added some from their cash kitty and redeemed 100K units to one of the AP's. Is this the lot of the goners on $URNM's hit list ahead of the December [--] rebalancing Poor 'ole GXU didn't take part. her mystery dance partner was stepping all over her feet falling on his a$$ in the last few minutes of today's #uranium ball. 5579% of normal volume and off 45% WTF https://t.co/t906SFyiuq Poor 'ole GXU didn't take part. her mystery dance partner was stepping all over her feet falling on his"
X Link 2025-11-12T19:22Z [---] followers, [----] engagements
"#uranium Unlike over at $URNM no changes at $URNJ $URA reported 500K new units issued and holdings another 420K will tonight be reported issued. #NLR also continues to pick up bargains; 525K new units issued and holdings another 175K will tonight be reported issued"
X Link 2025-11-12T19:29Z [---] followers, [----] engagements
"Well I can tell you that both $URA and $NLR have been buying the dips. Overnight both #uranium ETFs reported new units issued - 420K & 175K respectively - plus their holdings indicate they will tonight report an additional 450K and 200K new units issued. That is smart money. #URANIUM Some accounts have been telling you to buy the dips for the past [--] weeks some have been saying to be short. Careful who you listen to. 👹 #URANIUM Some accounts have been telling you to buy the dips for the past [--] weeks some have been saying to be short. Careful who you listen to. 👹"
X Link 2025-11-13T16:06Z [---] followers, [----] engagements
"@HoldcoMarkets I recall listening to interview with Amir Adnani of $UEC a couple of year ago in which he was asked when they would start production at their ISR sites. his comment was that it was not just #uranium price but SUSTAINED higher prices that would dictate that"
X Link 2025-11-14T18:31Z [---] followers, [----] engagements
"And I think that $CCJ has the same philosophy. they have good #uranium production coming out of Sask. so they are taking their time getting ISR in the USA up and running. For $URG and $PENMF those ISR assets are their bread & butter so they NEED to get them up and running. @HoldcoMarkets I recall listening to interview with Amir Adnani of $UEC a couple of year ago in which he was asked when they would start production at their ISR sites. his comment was that it was not just #uranium price but SUSTAINED higher prices that would dictate that. @HoldcoMarkets I recall listening to interview with"
X Link 2025-11-14T18:40Z [---] followers, [----] engagements
"This is a must listen. especially the #uranium section from about the 0:39:40 mark. Lots of crazy speculation. and I really have to say I have no idea who this guy is but I like his radar. The new supercycle isnt coming its already here and its nothing like [----]. @PauloMacro breaks down why todays market is being driven by rolling supply shocks decade-long underinvestment and a world that is wildly out of sync. We dive into coppers looming rerate https://t.co/Dbz6PYq1CI The new supercycle isnt coming its already here and its nothing like [----]. @PauloMacro breaks down why todays market is"
X Link 2025-11-14T19:52Z [---] followers, [----] engagements
"No #uranium ETFs reported any changes today but $ura's holding indicate that on Monday they will report 480K new units issued. Interesting to see yesterday that although $URNM didn't redeem any units they sold sold some holdings to make up the cash for redemptions on Wednesday"
X Link 2025-11-15T04:47Z [---] followers, [----] engagements
"@SatkowskiS16531 @capnek123 Yes hedging"
X Link 2025-11-16T18:02Z [---] followers, [--] engagements
"Overnight $URA did report those 480K new units issued and their holding indicate that tonight they will report another 1.1M new units issued That represents about $40M in mandated buying. Somebody smells a bargain No #uranium ETFs reported any changes today but $ura's holding indicate that on Monday they will report 480K new units issued. Interesting to see yesterday that although $URNM didn't redeem any units they sold sold some holdings to make up the cash for redemptions on Wednesday. https://t.co/CJuXLEZzZO No #uranium ETFs reported any changes today but $ura's holding indicate that on"
X Link 2025-11-18T12:54Z [---] followers, [----] engagements
"I will post this again. This shows the share price of the #uranium exploration company I was with during the last bull cycle. We had decent projects with buy in agreements with both Cameco and Orano. Crazy ups and downs. right up to just before the peak I've added a notation showing peak #uranium Spot and Long Term prices in the last cycle. Notice how things could swing wildly all while LT was stuck at its peak of $95 for months. Cameco's posted monthly data https://t.co/jI8omNQqQd I've added a notation showing peak #uranium Spot and Long Term prices in the last cycle. Notice how things could"
X Link 2025-11-18T14:45Z [---] followers, [----] engagements
"Noticed that Sprott has now aligned the rebalancing of $URNM with that of $URNJ (mid December) As others have pointed out a number of the smaller holdings in $URNM will likely be dumped. Perhaps with the now aligned rebalancing schedule there will be some swapping. #uranium"
X Link 2025-11-19T17:04Z [---] followers, [----] engagements
"Noticed that Sprott has now aligned the rebalancing of $URNM with that of $URNJ (mid December) As others have pointed out a number of the smaller holdings in $URNM will likely be dumped. Perhaps with the now aligned rebalancing schedule there will be some swapping. #uranium"
X Link 2025-11-19T17:06Z [---] followers, [---] engagements
"Overnight $URA reported those 1.1M new units issued and their holdingsanother 180K new units will tonight be reported issued. No changes at either $NLR or $URNJ but $URNM reported 690K units redeemed. Are the AP's nervous about the new scheme Or a cash swap thing #uranium Overnight $URA did report those 480K new units issued and their holding indicate that tonight they will report another 1.1M new units issued That represents about $40M in mandated buying. Somebody smells a bargain https://t.co/4dMQeaouXq Overnight $URA did report those 480K new units issued and their holding indicate that"
X Link 2025-11-19T17:32Z [---] followers, [---] engagements
"The $URA continues its shopping spree. This evening they announced those 180K new units issued & their holdings indicate that tomorrow they will announce a whopping 1.6M new units issued to smart AP's. No changes at $URNJ or $URNM. Will report on $NLR in the morning. #uranium"
X Link 2025-11-20T05:38Z [---] followers, [----] engagements
"Nope. no changes in OS units or holdings at $NLR reported overnight. So only the #uranium tourists' favourite ETF $URA has been given the cash to go on the shopping spree at this point. Just a matter of time until the others join in. The $URA continues its shopping spree. This evening they announced those 180K new units issued & their holdings indicate that tomorrow they will announce a whopping 1.6M new units issued to smart AP's. No changes at $URNJ or $URNM. Will report on $NLR in the morning. #uranium https://t.co/npWhG0k9hi The $URA continues its shopping spree. This evening they"
X Link 2025-11-20T15:44Z [---] followers, [----] engagements
"OK. on days like this I feel I have to post this again. Notice the insane gap down all while the #uranium LT price was plateauing at its all time high (up to 2007). [--] those unfamiliar with this graph it is the share price 2002-2009 of the company I was with in the last bull. I've added a notation showing peak #uranium Spot and Long Term prices in the last cycle. Notice how things could swing wildly all while LT was stuck at its peak of $95 for months. Cameco's posted monthly data https://t.co/jI8omNQqQd I've added a notation showing peak #uranium Spot and Long Term prices in the last cycle."
X Link 2025-11-20T22:25Z [---] followers, [----] engagements
"Well Well Well. $URNM's AP's finally woke up Today they asked for 90K new units No changes at $URNJ and aside from the 1.6M new units reported at $URA no changes there either. Will report on $NLR in the morning. if I get time off from my shopping spree #uranium"
X Link 2025-11-21T04:38Z [---] followers, [----] engagements
"@jeffcomeau The company was only formed in [----] so the graph doesn't include the #uranium price drought through the 1970's 80's and 90's. let me see if I can plot something up for a company with a longer history"
X Link 2025-11-21T16:10Z [---] followers, [---] engagements
"No changes reported at $NLR overnight. #uranium Well Well Well. $URNM's AP's finally woke up Today they asked for 90K new units No changes at $URNJ and aside from the 1.6M new units reported at $URA no changes there either. Will report on $NLR in the morning. if I get time off from my shopping spree #uranium https://t.co/0y8aWhexQL Well Well Well. $URNM's AP's finally woke up Today they asked for 90K new units No changes at $URNJ and aside from the 1.6M new units reported at $URA no changes there either. Will report on $NLR in the morning. if I get time off from my shopping spree #uranium"
X Link 2025-11-21T17:24Z [---] followers, [---] engagements
"No changes reported at either of the Sprott #uranium ETF's overnight & although $URA reported no changes in OS units their holdings indicate they will on Monday evening report another 200K new units issued. Smart money is buying this dip. .while the #uraniumTourists flee"
X Link 2025-11-22T18:05Z [---] followers, 11.2K engagements
"Yesterday evening $URA did report those 200K new units issued & their holdings another 250K will this evening be reported issued. $NLR's holdings also indicate they will report 250K new units issued. No changes at either Sprott #uranium ETF. Still smart money buying the dip No changes reported at either of the Sprott #uranium ETF's overnight & although $URA reported no changes in OS units their holdings indicate they will on Monday evening report another 200K new units issued. Smart money is buying this dip. .while the #uraniumTourists flee https://t.co/MktPLkFxyf No changes reported at"
X Link 2025-11-25T20:38Z [---] followers, 97.3K engagements
"So $URA did report those 250K new units overnight Monday & another 390K new units last night. And get a load of this. $URA's holdings posted this evening indicate that they will tomorrow report a whopping [---] MILLION new units issued Buy Buy Buy #uranium Yesterday evening $URA did report those 200K new units issued & their holdings another 250K will this evening be reported issued. $NLR's holdings also indicate they will report 250K new units issued. No changes at either Sprott #uranium ETF. Still smart money buying the dip Yesterday evening $URA did report those 200K new units issued & their"
X Link 2025-11-27T05:39Z [---] followers, 96K engagements
"AP's in the US were eating turkey late last week as there wasn't much action in the #uranium ETF corner. On Friday evening $URA did report those 1.3M new units issued - no changes in holdings. $URNM reported a modest 70K new units issued with no changes at $URNJ or $NLR. So $URA did report those 250K new units overnight Monday & another 390K new units last night. And get a load of this. $URA's holdings posted this evening indicate that they will tomorrow report a whopping [---] MILLION new units issued Buy Buy Buy #uranium https://t.co/RHkk5Lnggn So $URA did report those 250K new units"
X Link 2025-12-01T19:41Z [---] followers, [---] engagements
"@Yellowbull11 I like that @Yellowbull11 summarized all of the #uranium projects in the country. My head was spinning looking at the numbers in text so I have attempted to make up a summary table (I love spreadsheets). Hopefully I have transcribed the numbers & converted correctly"
X Link 2025-12-05T17:54Z [---] followers, [----] engagements
"Heard Grant make that comment before wrt acquistion of $NXE. The reluctance to acquire other assets is typical of any major mining co. The bean counters run the show. not the visionary geologists. A project has to be a sure bet before they will jump on it. #uranium otherwise"
X Link 2025-12-05T18:11Z [---] followers, [----] engagements
"The first order of business is to report on the #uranium ETF action. and there has been action at $URA. They have not reported any redemptions since Nov [--]. Over the past month they have issued [---] Million new units representing over $390 Million in mandated buying I've been swamped by rehearsals and other things this past couple of weeks related to my concerts this weekend. but they are behind me and I get back to contributing to our #uranium fellowship I've been swamped by rehearsals and other things this past couple of weeks related to my concerts this weekend. but they are behind me and I"
X Link 2025-12-07T23:51Z [---] followers, [----] engagements
"The action at the other #uranium ETF's hasn't been quite as interesting. some modest gains at $NLR $URNM and $URNJ. Interesting that $URNM was shaving off a few shares of their prominent holdings. Things will get really interesting there this week. I've been swamped by rehearsals and other things this past couple of weeks related to my concerts this weekend. but they are behind me and I get back to contributing to our #uranium fellowship I've been swamped by rehearsals and other things this past couple of weeks related to my concerts this weekend. but they are behind me and I get back to"
X Link 2025-12-08T00:22Z [---] followers, [----] engagements
"It you listen to @uraniuminsider 's latest Market Minute Justin (start at 0:22:30 mark) explains why he thinks the utility #uranium fuel buyers are not willing to accept major producers' contract terms. It makes sense. @patmvcr What seems so obvious to #Utwits and #Uranium investors alike doesnt seem like to register with the fuel buyers for the Utilities. Do they really believe they can hold out for a lower uranium price Or do they know something were all missing @patmvcr What seems so obvious to #Utwits and #Uranium investors alike doesnt seem like to register with the fuel buyers for the"
X Link 2025-12-08T15:55Z [---] followers, [----] engagements
"Interesting to see that the #uranium equities are moving in the opposite direction to the NASDAQ today"
X Link 2025-12-11T18:17Z [---] followers, [----] engagements
"- Friday (#uraniumTourists) - URNM/URNJ rebalancing next week - cash needed for end of year distributions for ETF's - tax loss selling - general markets (especially AI/Tech) down today Take your pick. or maybe take all of them. that's why uranium was down today @Swedish_uranium Not today it wasn't sadly even though everything looked like it was just about to pop a bit more today. Any ideas why sell off @Swedish_uranium Not today it wasn't sadly even though everything looked like it was just about to pop a bit more today. Any ideas why sell off"
X Link 2025-12-12T22:58Z [---] followers, [----] engagements
"Does anybody know where/when the north shore global #uranium mining index (URNMX) constituents are or will be posted. I had assumed it might be posted before the $URNM rebalancing at the end of the day Friday"
X Link 2025-12-17T04:53Z [---] followers, [---] engagements
"The problem with that strategy is that we get all sorts of extraneous crap. uranium jewelry crap . hillary clinton/uranium one crap. uranium theft crap I suggest that we keep using the hash. even if the brainiac drops the hash functionality #uranium @SteveRodio The platform has changed. Elon has said that X is beyond using hashtags to search or identify. So just use "uranium". @SteveRodio The platform has changed. Elon has said that X is beyond using hashtags to search or identify. So just use "uranium""
X Link 2025-12-17T17:58Z [---] followers, [---] engagements
"We'll this is encouraging. uranium Utwits"
X Link 2025-12-18T18:27Z [---] followers, [----] engagements
"$URNM set aside cash for the $1.74 distribution today ($54M). Their cash position fell to -$50K and they sold off 75K shares of KAP for the other $4M. I guess they picked KAP since they are going to be selling off a lot more as part of the rebalancing anyway. uranium utwit"
X Link 2025-12-19T02:43Z [---] followers, [----] engagements
"@csr_invest I'm pretty sure they will (=700K shares to buy) . more interesting is that they are going to have to take $UEC up to 13% which represents in excess of 12M shares. Maybe they will swap with $URNJ where it appears they will bumped from. uranium utwits"
X Link 2025-12-19T02:50Z [---] followers, [---] engagements
"@GoUranium I think it is related to the ETF rebalancing tomorrow (today in Australia)"
X Link 2025-12-19T06:41Z [---] followers, [---] engagements
"I see a battle brewing between $EU and $UEC for the American uranium market Utwits Wow @enCoreEnergy_EU filed a 13G last night on @Ur_Energy . they've bought 6% of the company in the open market. #uranium 👀👀👀 https://t.co/7goA49o4gt Wow @enCoreEnergy_EU filed a 13G last night on @Ur_Energy . they've bought 6% of the company in the open market. #uranium 👀👀👀 https://t.co/7goA49o4gt"
X Link 2025-12-19T14:30Z [---] followers, [----] engagements
"So those of you dying to see what $URNM did today here is a table of the changes Dec 16-18-19 As you can see they have more or less followed the Proforma makeup posted back in September. but they appear to be keeping $BKY and they added $PEN earlier this week. uranium Utwits"
X Link 2025-12-20T08:42Z [---] followers, [----] engagements
"There were changes made to $URNJ today as well but I'm tired and off to bed . will report in the morning. The big change was that $UEC was dumped. but the buying of $UEC for $URNM more than made up for it. uranium Utwits"
X Link 2025-12-20T08:47Z [---] followers, [----] engagements
"@Hallis81 yup It was obvious from the Proforma makeup posted back in September that they were going to have to increase their holdings of $UEC dramatically. .not "new shares". from the looks of the volumes on Friday they were acquired from the open market. uranium Utwits"
X Link 2025-12-20T16:24Z [---] followers, [--] engagements
"So after a sleep I have now delved further into the Sprott uranium ETF changes yesterday. both $URNM and $URNJ rebalanced yesterday. I expected the realignment of the rebalancing schedules was intended to take advantage of some synergies between the two. I was correct. Utwits There were changes made to $URNJ today as well but I'm tired and off to bed . will report in the morning. The big change was that $UEC was dumped. but the buying of $UEC for $URNM more than made up for it. uranium Utwits There were changes made to $URNJ today as well but I'm tired and off to bed . will report in the"
X Link 2025-12-20T17:12Z [---] followers, [----] engagements
"Sorry. I found an error in the table some you may have seen before I pulled the posting a few moments ago. This is the corrected table. I hope it is self explanatory. if not I will reply to comments"
X Link 2025-12-20T17:28Z [---] followers, [----] engagements
"So again this year both $URNM and $URNJ financed their year end cash distributions through issuing of new units. 1.07M and 820K respectively. Thank you AP's uranium UTwits"
X Link 2025-12-24T05:39Z [---] followers, 22.7K engagements
"Once again the danger is that more than 63% of the investors surveyed view uranium as an AI investment. Good when AI is on a roll. bad when it's not. Utwit #NuclearRenaissance #Uranium ⚛☢♻ #NuclearRenaissance #Uranium ⚛☢♻"
X Link 2025-12-27T23:18Z [---] followers, [---] engagements
"Still some residual "paring" of stocks from $URNM's holdings going on. here's my updated spreadsheet from last night. I'll post a summary once it looks like they're done. Oh. and they issued 10K new units yesterday. Uranium Utwits 🎇The usual year-end #Uranium #stocks discount sale is over🔚 with the sector moving higher on last trading day of 2025📈⚛⛏ as all non-fundamental downward pressure has been removed.🌤😌 All major U ETFs raised divy cash without dumping holdings.🎆 Opportunity knocks🚪🤛🛒🤠🐂 https://t.co/JMz4UWPXp8 🎇The usual year-end #Uranium #stocks discount sale is over🔚 with"
X Link 2025-12-31T16:56Z [---] followers, [----] engagements
"And for those Utwit nerds who like colour coded spreadsheets (come moi) here is a summary of how the $URNM holdings have evolved since Sprott published the new rebalancing criteria on Sep [--]. They are almost done. uranium Still some residual "paring" of stocks from $URNM's holdings going on. here's my updated spreadsheet from last night. I'll post a summary once it looks like they're done. Oh. and they issued 10K new units yesterday. Uranium Utwits https://t.co/RXyuRJidJM Still some residual "paring" of stocks from $URNM's holdings going on. here's my updated spreadsheet from last night. I'll"
X Link 2026-01-01T22:13Z [---] followers, [----] engagements
"The pressure of year end tax loss selling is now off. and I smell uranium ETF buying today as well. All the more exciting as this pop is happening while the general markets are flat to down. Ka-boom💥🎇🎆😊 #Uranium fireworks kick off the first trading day of [----] launching what many expect will be a record-breaking year for #stocks tied to #Nuclear fuel.🚀⚛⛏🤠🐂 #RideTheNuclearWave 🌊🏄 https://t.co/CRT57XvkjA Ka-boom💥🎇🎆😊 #Uranium fireworks kick off the first trading day of [----] launching what many expect will be a record-breaking year for #stocks tied to #Nuclear fuel.🚀⚛⛏🤠🐂"
X Link 2026-01-02T17:48Z [---] followers, [---] engagements
"I've updated the $URNM weighting spreadsheet. They got rid of the last of their $PUR and most of $FSY. but it looks like that will be it. And it looks like they will keep [--] securities. utwit uranium And for those Utwit nerds who like colour coded spreadsheets (come moi) here is a summary of how the $URNM holdings have evolved since Sprott published the new rebalancing criteria on Sep [--]. They are almost done. uranium https://t.co/lLjgQiJg51 And for those Utwit nerds who like colour coded spreadsheets (come moi) here is a summary of how the $URNM holdings have evolved since Sprott published"
X Link 2026-01-03T10:34Z [---] followers, [----] engagements
"@GoUranium Are they just playing catchup to N Am markets on Friday or were Aussie uranium stocks up on Friday as well utwit"
X Link 2026-01-05T01:11Z [---] followers, [---] engagements
"I updated the URNM weighting spreadsheet. They ditched the last of their FSY. That looks like the last of the rebalancing done. Notice that the rankings largely matches that of the Proforma list from Sep [--]. The list has [--] not [--]. Oh and they issued 10K new units. uranium utwit I've updated the $URNM weighting spreadsheet. They got rid of the last of their $PUR and most of $FSY. but it looks like that will be it. And it looks like they will keep [--] securities. utwit uranium https://t.co/aL44uABxgG I've updated the $URNM weighting spreadsheet. They got rid of the last of their $PUR and most"
X Link 2026-01-06T04:11Z [---] followers, [----] engagements
"Well well well. the uranium ETF's have been busy. Today $URA reported those 1.38M units issued (+$66M) and their holdings indicate that they will tomorrow announce another 1.93M units issued (+$94M). The Sprott twins have also been issuing: $URNM+150K $URNJ+90K utwit"
X Link 2026-01-07T03:23Z [---] followers, 13.8K engagements
"@itfo_ And remember Greenland is actually a "Breakaway Province" of Canada. 118Myr agao. yesterday in geological time. We share the same mineral rich geology. Their indigenous people have most in common with the Inuit of Nunavut. uranium utwit"
X Link 2026-01-08T01:12Z [---] followers, [---] engagements
"All of the uranium ETF's were all at it again yesterday. $URA reported those 650K new units issued and holdings another 300K will this evening be reported as issued. $URNM +10K units $URNJ a whopping +500K (+3.6%) $NLR +200K units .holdings 100K units tonight utwit Well well well. the uranium ETF's have been busy. Today $URA reported those 1.38M units issued (+$66M) and their holdings indicate that they will tomorrow announce another 1.93M units issued (+$94M). The Sprott twins have also been issuing: $URNM+150K $URNJ+90K utwit https://t.co/gYNoEi2P9l Well well well. the uranium ETF's have"
X Link 2026-01-09T18:02Z [--] followers, [----] engagements
"Read an interesting discussion on Substack today. A great last thought from Mike Burry: "If I had the ear of senior policymakers I would ask them to take a trillion dollars. and dot the whole country with small nuclear reactors." uranium utwit https://open.substack.com/pub/post/p/the-ai-revolution-is-here-will-theutm_source=email&redirect=app-store&utm_campaign=email-read-in-app https://open.substack.com/pub/post/p/the-ai-revolution-is-here-will-theutm_source=email&redirect=app-store&utm_campaign=email-read-in-app"
X Link 2026-01-11T13:36Z [---] followers, [---] engagements
"@mit46744465 @MumbaichaDon and the "four hundred dollars million" line obviously a bot reading "$400 million""
X Link 2026-01-13T09:05Z [---] followers, [--] engagements
"@quakes99 @BrookeThackray Why do these analysts use $URA as a proxy for the performance of uranium when a large part of the fund is held in non-uranium stocks. $OKLO is #2 & $LEU is #6 in weight. These nuclear stocks I think are distorting $URA's seasonality this year. utwit"
X Link 2026-01-14T14:55Z [---] followers, [---] engagements
"Might be opening a nice bottle this evening. all while the general markets suck. uranium utwit"
X Link 2026-01-14T20:06Z [---] followers, [---] engagements
"SPUT's "magic numbers" this past week. graphically stunning uranium utwit Spot U3O8 trading @ $85 for front-month settlement. We're going higher. Spot U3O8 trading @ $85 for front-month settlement. We're going higher"
X Link 2026-01-15T19:50Z [---] followers, [----] engagements
"@MarkDarragh11 @CdnChange They already have enough uranium for a thousand bombs. They want it for the next big weapon. Electricity"
X Link 2026-01-16T03:17Z [---] followers, [---] engagements
"Looks like $URA is going to drop $LOT as they reported last night that they had ditched 91% of their shares. Uranium utwit reminder Friday was Selecting Day for the Solactive Global Uranium & Nuclear Index. The new weighting will be announced on Monday execution at end of the month. companies part of coverage for the upcoming Selection: https://t.co/6eZUSPlhG6 reminder Friday was Selecting Day for the Solactive Global Uranium & Nuclear Index. The new weighting will be announced on Monday execution at end of the month. companies part of coverage for the upcoming Selection:"
X Link 2026-01-17T14:46Z [---] followers, [----] engagements
"@quakes99 That' the highest Premium to NAV since September [----] a couple of months after SPUT was born uranium utwit"
X Link 2026-01-20T00:49Z [---] followers, [----] engagements
"@StefanVesti @quakes99 I was wobdering the same thing. they are right next to each other on the keyboard So Who was it uranium🤓 utwit🥸"
X Link 2026-01-26T15:56Z [---] followers, [---] engagements
"@NEI $NLR has been a steady issuer of new units YTD. not a single redemption 1.725M new units issued AUM +$1.1B green green green uranium utwit"
X Link 2026-01-26T19:20Z [---] followers, [---] engagements
"Probably because Silver has gone parabolic. Gold has not. Look at these [--] years curvesfor Silver Gold and Uranium using Sprott's physical metal ETF as a proxy for the market price. Uranium is the "sleeper".😉 utwit Serious question for Precious Metals experts Why are investors panicking with #silver $100 but not much nervousness about #gold $5000 Both have gone up too much too quickly. 🤔 Serious question for Precious Metals experts Why are investors panicking with #silver $100 but not much nervousness about #gold $5000 Both have gone up too much too quickly. 🤔"
X Link 2026-01-26T22:11Z [---] followers, [---] engagements
"Oops sorry the weighting spreadsheet was incorrectly sorted for the Sep [--] ranking. Here is the Sep [--] rank sorted version. #uranium"
X Link 2025-10-01T03:44Z [---] followers, [---] engagements
"@NewUraniumHope @Swedish_uranium @NiklasPettersso There may still be some minor changes made today"
X Link 2025-10-01T15:52Z [---] followers, [--] engagements
"I don't think anyone has posted this yet. $Sprott has posted their estimated year end distributions #uranium"
X Link 2025-11-21T17:27Z [---] followers, 15.7K engagements
"And $URNJ is still tweaking their holdings. Mostly just bulking up their new members $KSM $FTUR $PEN and $STUD. .while redeeming 170K units to their AP's. Grinches Uranium Utwits Still some residual "paring" of stocks from $URNM's holdings going on. here's my updated spreadsheet from last night. I'll post a summary once it looks like they're done. Oh. and they issued 10K new units yesterday. Uranium Utwits https://t.co/RXyuRJidJM Still some residual "paring" of stocks from $URNM's holdings going on. here's my updated spreadsheet from last night. I'll post a summary once it looks like they're"
X Link 2025-12-31T17:18Z [---] followers, [---] engagements
"The uranium ETF buying keeps rolling. $URNJ took a breather today but big brother $URNM issued 130K new units today while $URA reported those 1.92M new units & their holdings indicate that tomorrow they will report 660K units issued. $NLR reports in the morning Good Night utwit"
X Link 2026-01-08T05:12Z [---] followers, [---] engagements
"@TerryPapineau2 Haven't you heard The USA doesn't need anything Canada has to offer uranium utwit"
X Link 2026-01-27T14:08Z [---] followers, [----] engagements
"@quakes99 I wonder who the proud owner of those [--] million units is"
X Link 2026-01-28T00:10Z [---] followers, [----] engagements
"@quakes99 No. no sign at all yet. Based on past rebalancing $URA don't do it deftly. (unlike $URNM ) changes will all pop up tomorrow and Friday is my guess. #uranium #UraniumSqueeze #utwit"
X Link 2026-01-28T18:54Z [---] followers, [----] engagements
"I'll see you all a bit later. I'm heading down to Roundup to peruse the booths and see if there is any "vibe" #uranium #UraniumSqueeze #utwit"
X Link 2026-01-28T19:00Z [---] followers, [---] engagements
"@TheJFreakinC Stephen I feel sick to my stomach seeing what's going on in your country. When Ms Good was executed it was a flashback to films I watched as a [--] year old at the christian pavilion at expo67 in Montreal depicting people being brutally murdered in Nazi Germany. I feel so sorry😭"
X Link 2026-01-29T03:17Z [---] followers, [---] engagements
"So $URA reported 250K in redemptions. but holdings indicate that tomorrow 4Million+ units will be reported as issued WoW The additions to holdings were evenly distributed so no sign yet that rebalancing is happening. #Uranium #UraniumSqueeze #utwit @quakes99 No. no sign at all yet. Based on past rebalancing $URA don't do it deftly. (unlike $URNM ) changes will all pop up tomorrow and Friday is my guess. #uranium #UraniumSqueeze #utwit https://t.co/0SrXPsvqAW @quakes99 No. no sign at all yet. Based on past rebalancing $URA don't do it deftly. (unlike $URNM ) changes will all pop up tomorrow"
X Link 2026-01-29T05:33Z [---] followers, [----] engagements
"I think a look see at a few charts is in order. These are [--] day charts. The market is in a tizzy. I'm sure there are plenty of margin calls dragging down some #uranium equities. but physical markets don't look so bad. let's put things into perspective #uraniumSqueeze #utwit I think there are some bargains to be had in the #uranium space this morning. With $MSFT falling off a cliff this morning the #uraniumTourists who joined the party because of the data centre craze are heading for the exits . they smell smoke. #UraniumSqueeze #utwit https://t.co/QuLIJRdBW0 I think there are some bargains to"
X Link 2026-01-29T18:19Z [---] followers, [----] engagements
"Well this evening $URA reported those [--] MILLION new units issued & holdings indicate that tomorrow they will likely report another [---] MILLION units issued. I say likely because the total may be different with rebalancing they will be doing tomorrow. #uranium #UraniumSqueeze So $URA reported 250K in redemptions. but holdings indicate that tomorrow 4Million+ units will be reported as issued WoW The additions to holdings were evenly distributed so no sign yet that rebalancing is happening. #Uranium #UraniumSqueeze #utwit So $URA reported 250K in redemptions. but holdings indicate that tomorrow"
X Link 2026-01-30T03:19Z [---] followers, [----] engagements
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