#  @piterloskot82 Borja Borja posts on X about $aspi, in the, $skbl, market the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1037578530161414144/interactions)  - [--] Week [------] +23% - [--] Month [-------] +316% - [--] Months [-------] +81% - [--] Year [---------] -46% ### Mentions: [--] [#](/creator/twitter::1037578530161414144/posts_active)  - [--] Week [--] +40% - [--] Month [--] +64% - [--] Months [---] +116% - [--] Year [---] +81% ### Followers: [-----] [#](/creator/twitter::1037578530161414144/followers)  - [--] Week [-----] -0.01% - [--] Month [-----] +0.40% - [--] Months [-----] +6.50% - [--] Year [-----] +13% ### CreatorRank: [-------] [#](/creator/twitter::1037578530161414144/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 50.78% [countries](/list/countries) 23.44% [finance](/list/finance) 18.75% [financial services](/list/financial-services) #646 [technology brands](/list/technology-brands) 0.78% [travel destinations](/list/travel-destinations) 0.78% **Social topic influence** [$aspi](/topic/$aspi) #2, [in the](/topic/in-the) 14.06%, [$skbl](/topic/$skbl) #1, [market](/topic/market) 10.94%, [$qle](/topic/$qle) #1, [kazakhstan](/topic/kazakhstan) 6.25%, [fuel](/topic/fuel) 6.25%, [russia](/topic/russia) 6.25%, [the first](/topic/the-first) 5.47%, [china](/topic/china) 5.47% **Top accounts mentioned or mentioned by** [@raymondduck6](/creator/undefined) [@sunvmikey](/creator/undefined) [@acctno994](/creator/undefined) [@citidad](/creator/undefined) [@mikelmc1](/creator/undefined) [@sofakingpale](/creator/undefined) [@udiamondballs](/creator/undefined) [@financemajor_23](/creator/undefined) [@stupidbill1](/creator/undefined) [@wakerife123](/creator/undefined) [@devaniksaha](/creator/undefined) [@globenewswireskylinebuildersgroupholdinglimitedannouncespricingfd0b3](/creator/undefined) [@goldenrock235](/creator/undefined) [@ofkimbriki](/creator/undefined) [@rekurencja](/creator/undefined) [@capnek123](/creator/undefined) [@thenewmoneyapp](/creator/undefined) [@uraniumenergy](/creator/undefined) [@niocorp](/creator/undefined) [@terrestrialmsr](/creator/undefined) **Top assets mentioned** [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Skyline Builders Group Holding Limited (SKBL)](/topic/$skbl) [BlackRock Inc (BLK)](/topic/blackrock) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Goldman Sachs (GS)](/topic/goldman-sachs) [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts Top posts by engagements in the last [--] hours "Cove Kaz Capital $SKBL" [X Link](https://x.com/piterloskot82/status/1986725171005186064) 2025-11-07T09:19Z [----] followers, 16.1K engagements "@RaymondDuck6 @SunvMikey $SKBL" [X Link](https://x.com/piterloskot82/status/2015045840000229563) 2026-01-24T12:55Z [----] followers, [---] engagements "@SunvMikey Time will tell whether BNP has done the right thing or left a lot of money on the table" [X Link](https://x.com/piterloskot82/status/2021196069607256312) 2026-02-10T12:14Z [----] followers, [---] engagements "Gross proceeds of 31.5M$ $SKBL https://ceo.ca/@GlobeNewswire/skyline-builders-group-holding-limited-announces-pricing-fd0b3 https://ceo.ca/@GlobeNewswire/skyline-builders-group-holding-limited-announces-pricing-fd0b3" [X Link](https://x.com/piterloskot82/status/2021824787677397070) 2026-02-12T05:52Z [----] followers, [----] engagements "ASP Isotopes UK Subsidiary Quantum Leap Energy Ltd. Enters Early Engagement Process with UK Nuclear Regulators $ASPI" [X Link](https://x.com/piterloskot82/status/1986060215465476482) 2025-11-05T13:17Z [----] followers, 25K engagements "@goldenrock235 @OfKimbriki NextEra almost 500M$ per GWe Dominion almost 600M$ per GWe Duke almost 400M$ per GWe Constellation almost 300M$ per GWe. There are many very very well covered. But agree Jeff does a very good job" [X Link](https://x.com/piterloskot82/status/1988237996584321331) 2025-11-11T13:30Z [----] followers, [----] engagements "$ASPI Isotopes Announces Quantum Leap Energys Confidential Submission of Draft Registration Statement for Proposed Initial Public Offering. As of today GLE is valued at US3.3B$ while all of Asp Isotopes (ASP+QLE+SKBL) is worth only 980M$. Aspi has much more advanced technology than GLE thats a fact. The distortion in the valuation must disappear https://twitter.com/i/web/status/1988840981773365259 https://twitter.com/i/web/status/1988840981773365259" [X Link](https://x.com/piterloskot82/status/1988840981773365259) 2025-11-13T05:26Z [----] followers, [----] engagements "@RaymondDuck6 @AcctNo994 $SKBL #tungsten https://x.com/FirstSquawk/status/2003477627324211304s=20 TRUMP ON TRUTH SOCIAL: I had two wonderful telephone calls this morning with Kassym-Jomart Tokayev the President of the Republic of Kazakhstan and Shavkat Mirziyoyev the President of the Republic of Uzbekistan. We discussed the importance of bringing Peace to ongoing https://x.com/FirstSquawk/status/2003477627324211304s=20 TRUMP ON TRUTH SOCIAL: I had two wonderful telephone calls this morning with Kassym-Jomart Tokayev the President of the Republic of Kazakhstan and Shavkat Mirziyoyev the" [X Link](https://x.com/piterloskot82/status/2003490306269020448) 2025-12-23T15:38Z [----] followers, [----] engagements "@RaymondDuck6 @AcctNo994 $SKBL" [X Link](https://x.com/piterloskot82/status/2009551708100132991) 2026-01-09T09:03Z [----] followers, [----] engagements "Encompass becomes a new shareholder in $ASPI with a 5.13% stake https://ir.stockpr.com/aspisotopes/sec-filings-email/content/0001172661-26-000290/primary_doc.html https://ir.stockpr.com/aspisotopes/sec-filings-email/content/0001172661-26-000290/primary_doc.html" [X Link](https://x.com/piterloskot82/status/2014937604026753104) 2026-01-24T05:45Z [----] followers, 12.7K engagements "NextEra increases its nuclear fuel inventory during 2025" [X Link](https://x.com/piterloskot82/status/2016156671609844017) 2026-01-27T14:29Z [----] followers, [---] engagements "Vanguard increases its stake in $ASPI with the purchase of [----] million shares" [X Link](https://x.com/piterloskot82/status/2016886181242261683) 2026-01-29T14:48Z [----] followers, 17K engagements "UBS increases its stake in $ASPI with the purchase of [----] million shares Vanguard increases its stake in $ASPI with the purchase of [----] million shares https://t.co/njC3pQHiab Vanguard increases its stake in $ASPI with the purchase of [----] million shares https://t.co/njC3pQHiab" [X Link](https://x.com/piterloskot82/status/2016946048237781368) 2026-01-29T18:46Z [----] followers, [----] engagements "The past does not have to repeat itself but EmendoBio founded by David Baram among others was created in the same way as Opeongo with a small seed capital only to be sold five years later for 250M$. David's success was absolute $ASPI" [X Link](https://x.com/piterloskot82/status/2017865797712900297) 2026-02-01T07:41Z [----] followers, [----] engagements "Cellergy Therapeutics (David Baram and Todd are members of the board of directors) recently announced a partnership with Made Scientific part of GC Corporation which has annual sales of 1.5B$ $ASPI" [X Link](https://x.com/piterloskot82/status/2017876436283965830) 2026-02-01T08:23Z [----] followers, [----] engagements "@rekurencja The world and especially the West is short on isotopes. Why would $ASPI sell its stable isotope to a third party and thus give up vertical integration I love this strategy the market doesn't seem to like it. Let's give it time Piotrek" [X Link](https://x.com/piterloskot82/status/2017881311285784794) 2026-02-01T08:42Z [----] followers, [----] engagements "Paul Mann and his fellow $ASPI board member Dr Todd Wider are both directors and shareholders of Israel-based Opeongo. Mann says the two of them have been involved with Opeongo for some years https://www.biznews.com/investing/paul-manns-aspi-bets-big-biotech https://www.biznews.com/investing/paul-manns-aspi-bets-big-biotech" [X Link](https://x.com/piterloskot82/status/2018336393781461390) 2026-02-02T14:51Z [----] followers, [----] engagements "$ASPI $QLE https://uk.finance.yahoo.com/news/britain-launches-framework-boost-advanced-000331172.html https://uk.finance.yahoo.com/news/britain-launches-framework-boost-advanced-000331172.html" [X Link](https://x.com/piterloskot82/status/2019065724451364868) 2026-02-04T15:09Z [----] followers, [----] engagements "@capnek123 Partially agree. There will be a deficit of 12Mlbs in [----]. Now do the same for [----] onwards" [X Link](https://x.com/piterloskot82/status/2021175346779901996) 2026-02-10T10:52Z [----] followers, [----] engagements "@AcctNo994 In the interview on December [--] [----] Paul was very clear: his client Intel has told them that only they (Aspi) can produce the product Intel requires and demands nobody else. The market does not understand at all what $ASPI is building" [X Link](https://x.com/piterloskot82/status/2021229015558746447) 2026-02-10T14:25Z [----] followers, [---] engagements "@SunvMikey Paul was very right here $SKBL" [X Link](https://x.com/piterloskot82/status/2016428520969228656) 2026-01-28T08:29Z [----] followers, [----] engagements "Its official $SKBL" [X Link](https://x.com/piterloskot82/status/2022307520316879268) 2026-02-13T13:51Z [----] followers, [----] engagements "There will also be enrichment involved in the transaction so no other choice than $ASPI" [X Link](https://x.com/piterloskot82/status/2022323199631896751) 2026-02-13T14:53Z [----] followers, [----] engagements "Rovida buys [------] shares more of $ASPI" [X Link](https://x.com/piterloskot82/status/2021300408249946306) 2026-02-10T19:09Z [----] followers, [----] engagements "More $ASPI shares for MS" [X Link](https://x.com/piterloskot82/status/2022389755695296664) 2026-02-13T19:17Z [----] followers, [----] engagements "@RaymondDuck6 @AcctNo994 Approved the redesignation of [---------] authorized and unissued Class A common shares of the Company's authorized capital stock into Series A preferred shares on a one-to-one basis $SKBL" [X Link](https://x.com/piterloskot82/status/2011052189163413873) 2026-01-13T12:26Z [----] followers, [---] engagements "Stable isotopes are very scarce $ASPI https://www.geneonline.com/radiopharma-and-the-isotope-wars-who-controls-the-supply-wins/ https://www.geneonline.com/radiopharma-and-the-isotope-wars-who-controls-the-supply-wins/" [X Link](https://x.com/piterloskot82/status/2014744085018407310) 2026-01-23T16:56Z [----] followers, [----] engagements "@RaymondDuck6 @SunvMikey Deep sea mining $SKBL SuperCritical Technologies https://x.com/figgy1million/status/2015483177565929480s=20 $TMC On February 4th Maro Rubio and the Whitehouse will host the 1st Critical Minerals Summit. Do you think he supports TMC and deep sea mining Watch the video https://t.co/xpuDD0psZM https://x.com/figgy1million/status/2015483177565929480s=20 $TMC On February 4th Maro Rubio and the Whitehouse will host the 1st Critical Minerals Summit. Do you think he supports TMC and deep sea mining Watch the video https://t.co/xpuDD0psZM" [X Link](https://x.com/piterloskot82/status/2015667402977972282) 2026-01-26T06:05Z [----] followers, [---] engagements "@RaymondDuck6 @SunvMikey $SKBL SuperCritical Technologies $ASPI $QLE https://x.com/1SuperCritical/status/2015552901293236322s=20 The Canon Bryan Interview: Frontier Technologies And The Upcoming Energy Supercycle https://t.co/fzxMeBSd4V Thanks to @TheNewMoney_app for this wide ranging interview. @UraniumEnergy @NioCorp @TerrestrialMSR @syntholene @1SuperCritical https://x.com/1SuperCritical/status/2015552901293236322s=20 The Canon Bryan Interview: Frontier Technologies And The Upcoming Energy Supercycle https://t.co/fzxMeBSd4V Thanks to @TheNewMoney_app for this wide ranging interview." [X Link](https://x.com/piterloskot82/status/2015671680010494109) 2026-01-26T06:22Z [----] followers, [----] engagements "More enrichment capacity on the way. If the US wants energy sovereignty this is the way to go. The technology that GM will use is about to be disclosed. The ideal would be technological sovereignty https://t.co/DxNkYX7rzC https://t.co/DxNkYX7rzC" [X Link](https://x.com/piterloskot82/status/2018964346676941058) 2026-02-04T08:26Z [----] followers, [----] engagements "Mak Capital becomes $LODE shareholder" [X Link](https://x.com/piterloskot82/status/2019645872938824175) 2026-02-06T05:34Z [----] followers, [----] engagements "$SKBL $ASPI $QLE Skyline Builders Group" [X Link](https://x.com/piterloskot82/status/1986430259387113520) 2025-11-06T13:47Z [----] followers, 20.9K engagements "@Mikelmc1 You're absolutely right Mikel. Hedge funds have accumulated several million net shares while depressing the share price. It will be easy for them to bring $ASPI back to its ATH" [X Link](https://x.com/piterloskot82/status/2021558886470426761) 2026-02-11T12:16Z [----] followers, [---] engagements "BOOMMMMMM $ASPI ASP Isotopes Inc. and its Subsidiary Quantum Leap Energy LLC enter into a Memorandum of Understanding with Fermi America Regarding a Joint Venture to Collaborate on the Research Development and Construction of an Advanced Nuclear Fuel Research and Production Facility at the Planned 11GW HyperGrid Campus in Carson County Texas https://ir.aspisotopes.com/news-events/press-releases/detail/75/asp-isotopes-inc-and-its-subsidiary-quantum-leap-energy https://ir.aspisotopes.com/news-events/press-releases/detail/75/asp-isotopes-inc-and-its-subsidiary-quantum-leap-energy" [X Link](https://x.com/piterloskot82/status/1956340176034152738) 2025-08-15T13:00Z [----] followers, 11.5K engagements "@e_jex I have never given the target price or my future price projections for any of my investments and I will continue to do so but I guess you forgot to add a zero $ASPI" [X Link](https://x.com/piterloskot82/status/2021173342548435133) 2026-02-10T10:44Z [----] followers, [---] engagements "The boss is back "ASP Isotopes Inc. Announces Paul Mann to Return from Temporary Leave of Absence as Executive Chairman and Chief Executive Officer" $ASPI" [X Link](https://x.com/piterloskot82/status/1995860240487907551) 2025-12-02T14:18Z [----] followers, 11.8K engagements "ASP Isotopes Inc. Announces Receipt of Regulatory Approvals for Acquisition of Renergen Limited $ASPI" [X Link](https://x.com/piterloskot82/status/2001299376979739011) 2025-12-17T14:32Z [----] followers, 13.7K engagements "ASP Isotopes Closes Acquisition of Renergen $ASPI" [X Link](https://x.com/piterloskot82/status/2008895051326214581) 2026-01-07T13:34Z [----] followers, [----] engagements "The time has come for the whole world to know what South Africa has developed over several decades. Asp Isotopes will become an absolute giant $ASPI $QLE $SKBL" [X Link](https://x.com/piterloskot82/status/1987851448286159251) 2025-11-10T11:54Z [----] followers, 21.7K engagements "ASP Isotopes Inc. Provides Production Update on the Renergen Helium Project. Long Paul & Robbie long $ASPI" [X Link](https://x.com/piterloskot82/status/2016854511868907730) 2026-01-29T12:42Z [----] followers, 12.9K engagements "$ASPI invests 10M$ in biotech company Opeongo. Keep an eye on connections with Isotopia Yeda and Reemag" [X Link](https://x.com/piterloskot82/status/2017504484801314867) 2026-01-31T07:45Z [----] followers, 15.3K engagements "The demand for Ytterbium-176 keeps growing $ASPI" [X Link](https://x.com/piterloskot82/status/2018966858507116906) 2026-02-04T08:36Z [----] followers, [----] engagements "Curium today announced that together with PeptiDream and PDRadiopharma the first patient has been dosed in the companies registrational clinical trial of 177Lu-PSMA-I&T in Japan for patients with PSMA (*1)-positive metastatic castration-resistant prostate cancer (mCRPC) $ASPI" [X Link](https://x.com/piterloskot82/status/2019288725092777998) 2026-02-05T05:55Z [----] followers, [----] engagements "WIM Investment Management becomes a shareholder in $ASPI with the purchase of [------] shares" [X Link](https://x.com/piterloskot82/status/2019387026450325801) 2026-02-05T12:26Z [----] followers, [----] engagements "BNP drastically reduces its stake in $ASPI while Geode slightly increases it" [X Link](https://x.com/piterloskot82/status/2021097719209603513) 2026-02-10T05:43Z [----] followers, 10.7K engagements "Skyline Builders Group Holding Limited Enters into Letter of Intent to Acquire SuperCritical Technologies $SKBL $ASPI $QLE US-DOE developed technology is proven to extract uranium and other critical metals from seawater cost-competitively. Paul Mann SKBLs incoming executive chairman said The United States is in urgent need of domestic supplies of critical materials. SuperCriticals technology will allow it to be a cost-competitive supplier of uranium and other critical metals for the United States thereby securing a domestic supply chain and most importantly promising a rapid scale-up of" [X Link](https://x.com/piterloskot82/status/1988594332719256039) 2025-11-12T13:06Z [----] followers, 26.6K engagements "@RaymondDuck6 @AcctNo994 $SKBL" [X Link](https://x.com/piterloskot82/status/2014946087623184805) 2026-01-24T06:19Z [----] followers, [---] engagements "Goldman Sachs buys [-------] shares more of $ASPI" [X Link](https://x.com/piterloskot82/status/2021314796986028152) 2026-02-10T20:06Z [----] followers, [----] engagements "Centrus' expected production of Haleu is a joke. It is totally insufficient in quantity and too far off in time. US needs Haleu now not in 7years. No one can provide it in sufficient quantity and time except $ASPI . Not Centrus not Orano. & of course not General Matter either" [X Link](https://x.com/piterloskot82/status/2021461771635376510) 2026-02-11T05:50Z [----] followers, 11.2K engagements "Well done Fermi $ASPI" [X Link](https://x.com/piterloskot82/status/2021463557544857669) 2026-02-11T05:57Z [----] followers, [----] engagements "The world has a shortage of radiopharmacies. Those who have access to stable isotopes will win the race $ASPI" [X Link](https://x.com/piterloskot82/status/2021502150078042235) 2026-02-11T08:30Z [----] followers, [----] engagements "More Fermi $ASPI $QLE" [X Link](https://x.com/piterloskot82/status/2021826447942324712) 2026-02-12T05:59Z [----] followers, [----] engagements "BlackRock buys [----] millions shares more of $ASPI" [X Link](https://x.com/piterloskot82/status/2021999651973718042) 2026-02-12T17:27Z [----] followers, [----] engagements "@matt_nealy @SunvMikey @naubzie @str_182 If one tracks the movements of institutional investors and HFs one will see that in recent months they have accumulated a net total of several million $ASPI shares. And they are not stopping they continue to accumulate while the price is depressed. I know that story how ends" [X Link](https://x.com/piterloskot82/status/2022185157688799253) 2026-02-13T05:44Z [----] followers, [---] engagements "Alyeska buys [----] million shares more of $ASPI" [X Link](https://x.com/piterloskot82/status/2022331993330205104) 2026-02-13T15:28Z [----] followers, [----] engagements "Closed $SKBL $ASPI $QLE" [X Link](https://x.com/piterloskot82/status/2022546072296657216) 2026-02-14T05:38Z [----] followers, [----] engagements "Excellent news The next step is for X-Energy with strong South African roots to contract the necessary Haleu for the fabrication of its fuel $ASPI $QLE #NRCNews: Today we issued a license to @xenergynuclear subsidiary TRISO-X LLC for a first-of-a-kind fuel fabrication facility and did it three months ahead of our published schedule https://t.co/FDgEnC0UWH https://t.co/lBtlrWkjcU #NRCNews: Today we issued a license to @xenergynuclear subsidiary TRISO-X LLC for a first-of-a-kind fuel fabrication facility and did it three months ahead of our published schedule https://t.co/FDgEnC0UWH" [X Link](https://x.com/piterloskot82/status/2022547167299408027) 2026-02-14T05:43Z [----] followers, [----] engagements "Its official Kazakhstan and China Signed [--] agreements worth US22B$ on [--] May. And today Kazatomprom announces an Extraordinary General Meeting on [--] June. I'm sure it's just a coincidence. #uranium Today Tokayev is in China upgrading Kazakhstans national strategy towards them. Just signed a frame agreement on the expansion of the Kazakh-Chinese strategic energy cooperation #uranium Today Tokayev is in China upgrading Kazakhstans national strategy towards them. Just signed a frame agreement on the expansion of the Kazakh-Chinese strategic energy cooperation #uranium" [X Link](https://x.com/anyuser/status/1659451607245893632) 2023-05-19T06:51Z [----] followers, 105.1K engagements "During 2Q2023 Paladin closed a new offtake contract thus closing its [----] contract book. The medium term supply cannot meet the #uranium demand they will very soon go for the spot market" [X Link](https://x.com/anyuser/status/1681892454805405696) 2023-07-20T05:03Z [----] followers, 17.6K engagements "KEPCO (South Korea) today reiterated its commitment to nuclear power. Investments are on the rise again. Now they only have to return to their historical U3O8 purchase commitments which are much higher than today's as they have dropped by 51% in the last [--] years #uranium" [X Link](https://x.com/anyuser/status/1691801759214153778) 2023-08-16T13:19Z [----] followers, 23.7K engagements "Ur-Energy warns that work at Lost Creek has slowed due to difficulties in recruiting and retaining employees and contractors. The turnover rate is high. And this happens in a company with technically not complicated mining type #uranium" [X Link](https://x.com/anyuser/status/1714980155758649753) 2023-10-19T12:21Z [----] followers, 48.8K engagements "I must admit that I did not expect this type of measure so early in the decade but this is just one of several to come mainly in the West. There will not be enough nuclear fuel for everyone #uranium https://www.montelnews.com/no/news/1529028/edf-warns-of-outages-at-cattenom-plant-to-save-6-months-of-fuel https://www.montelnews.com/no/news/1529028/edf-warns-of-outages-at-cattenom-plant-to-save-6-months-of-fuel" [X Link](https://x.com/anyuser/status/1717500146416590939) 2023-10-26T11:15Z [----] followers, 160.4K engagements "Once the final agreement is signed Engie will send its RFP to the market after several months of requesting information #uranium https://www.engie.com/sites/default/files/assets/documents/2023-11/ENGIE%209M%202023%20PR_VDEF.pdf https://www.engie.com/sites/default/files/assets/documents/2023-11/ENGIE%209M%202023%20PR_VDEF.pdf" [X Link](https://x.com/anyuser/status/1721822281507213735) 2023-11-07T09:29Z [----] followers, 21.8K engagements "Rosatom is always the last to provide its Annual Report. The one for [----] is tremendously revealing: transportation costs have skyrocketed by more than [--] times. This is unsustainable in the long term #uranium" [X Link](https://x.com/anyuser/status/1727343997033529588) 2023-11-22T15:11Z [----] followers, 23.9K engagements "I try not to talk about companies but this time it's different: enCore has just announced that it is already producing #uranium. The last shares I bought was on 19/06/2019 after accumulating months before. It became my first position. https://encoreuranium.com/news/encore-energy-commences-uranium-production-at-the-south-texas-rosita-isr-uranium-central-processing-plant/ https://encoreuranium.com/news/encore-energy-commences-uranium-production-at-the-south-texas-rosita-isr-uranium-central-processing-plant/" [X Link](https://x.com/anyuser/status/1730212750888939715) 2023-11-30T13:10Z [----] followers, 13.2K engagements "Final agreement signed today December [--] between Engie and Belgian government. Restart scheduled as early as November [----]. Fuel must be procured another big RFP coming #uranium https://en.newsroom.engie.com/news/engie-signs-a-final-agreement-with-the-belgian-government-on-the-extension-of-tihange-3-and-doel-4-nuclear-reactors-6aef-314df.html Once the final agreement is signed Engie will send its RFP to the market after several months of requesting information #uranium https://t.co/j1ARbiBLcI https://t.co/rn9RPc72FF" [X Link](https://x.com/anyuser/status/1734852909546750018) 2023-12-13T08:29Z [----] followers, 31K engagements "Why Uzbekistan will fail once again in its #uranium production targets. They have been trying for years to increase their production without success. The main reason is the high level of carbonate which makes the recoveries low and affects the economics. Added to this is the" [X Link](https://x.com/anyuser/status/1740368304525423046) 2023-12-28T13:45Z [----] followers, 44.6K engagements "What a start to [----] China approves the construction of two new reactors at Taipingling numbers [--] and [--]. [--] and [--] are under construction. China is going to grab all the #uranium needed they understand that security of supply is paramount https://www.yicaiglobal.com/news/china-greenlights-two-more-reactor-units-at-taipingling-nuclear-plant https://www.yicaiglobal.com/news/china-greenlights-two-more-reactor-units-at-taipingling-nuclear-plant" [X Link](https://x.com/anyuser/status/1742088772156588436) 2024-01-02T07:41Z [----] followers, 35.2K engagements "Kazatomprom expects its [----] production to be adjusted due to the challenges related to the availability of sulphuric acid. Its only the beginning #uranium https://www.kazatomprom.kz/en/media/view/kazatomprom_expects_adjustments_to_its_2024_production_plans https://www.kazatomprom.kz/en/media/view/kazatomprom_expects_adjustments_to_its_2024_production_plans" [X Link](https://x.com/anyuser/status/1745708061673583001) 2024-01-12T07:23Z [----] followers, 62.8K engagements "KAP needs 1.7MM tons of sulfuric acid per year to keep up its production rate. It produces 0.68MM tons itself. Rest must be imported. Doesn't seem like a $ amount that a company as profitable as KAP can't afford. There could be more reasons to miss production targets #uranium" [X Link](https://x.com/anyuser/status/1747983540707262558) 2024-01-18T14:05Z [----] followers, 40.2K engagements "Pay close attention to the following: few months ago Mukanov stated that KAP would need 1.7MM tons of sulfuric acid for 2023s #uranium production. Now Ibrayev says they need 2.2MM tons today. This is too significant increase in their new requirements. https://kz.kursiv.media/2024-01-19/zhnb-kapbalestra/ https://kz.kursiv.media/2024-01-19/zhnb-kapbalestra/" [X Link](https://x.com/anyuser/status/1748343122143084775) 2024-01-19T13:54Z [----] followers, 48.5K engagements "BOOM Here comes the #uranium production miss in Kazakhstan: Ortalyk was expected to produce 1.28Mlb in 4Q2023 but only reached 79.7% of the production target 1.02Mlb" [X Link](https://x.com/anyuser/status/1750869564752105784) 2024-01-26T13:13Z [----] followers, 158.2K engagements "KAP has done it again. Just [--] months ago it confirmed that it was going ahead with its [----] #uranium production. Today they are correcting by more than 3000tUmore than they did a year ago. In few months they will repeat with [----] production. No chance of achieving 31000tU Let's dig deeper into KAP news. In October [----] they showed their #uranium production forecasts for 2023-2024. Now after only [--] months they have lowered the [----] by 1800tU. The global supply chain is the reason https://t.co/CKUTeWrxig Let's dig deeper into KAP news. In October [----] they showed their #uranium production" [X Link](https://x.com/anyuser/status/1753043165643157544) 2024-02-01T13:10Z [----] followers, 35.7K engagements "Hokkaido (Japan) continues to sell its nuclear fuel and provide some liquidity to the current tight market. In the last nine months it has sold fuel for a total of [-----] million yen at a profit of [---] million. Inventory of all players as a whole continues to decline #uranium" [X Link](https://x.com/anyuser/status/1753410292719964518) 2024-02-02T13:29Z [----] followers, 22.7K engagements "Government of Kazakhstan resigns #uranium https://www.chinadaily.com.cn/a/202402/05/WS65c0c8a9a3104efcbdae9cbb.html https://www.chinadaily.com.cn/a/202402/05/WS65c0c8a9a3104efcbdae9cbb.html" [X Link](https://x.com/anyuser/status/1754483360829718821) 2024-02-05T12:33Z [----] followers, 66.1K engagements "Targets change quantity: Uzbekistan has always stated that its goal was to double #uranium production by [----]. Well last week Jamal Fayzullaev Deputy Minister of Mining and Geology said the new target is to increase production by [---] times without specifying the time frame Why Uzbekistan will fail once again in its #uranium production targets. They have been trying for years to increase their production without success. The main reason is the high level of carbonate which makes the recoveries low and affects the economics. Added to this is the Why Uzbekistan will fail once again in its" [X Link](https://x.com/anyuser/status/1754862391756460302) 2024-02-06T13:39Z [----] followers, 72.8K engagements "Just a personal opinion it should be very worrying even frightening how in an upward price trend the supply does not reach its targets. Even the two largest and most reliable producers fail completely. If I were the end consumer I would be scared #uranium" [X Link](https://x.com/anyuser/status/1755589223795626327) 2024-02-08T13:47Z [----] followers, 67.1K engagements "in 1Q2006 there were very large RFPs most notably a US ut for 18Mlb in the second week of March and delivery 2009-2018 and deadline April [--]. Well all of these early [----] RFPs were executed satisfactorily and on time. LT price was $42-44. Where are we now We are not even in" [X Link](https://x.com/anyuser/status/1758114431966351491) 2024-02-15T13:01Z [----] followers, 23.5K engagements "Children's party is over it's time for the adults'. Big bites are coming to the physical #uranium market all along the curve. Now comes the moment where it will be seen who swims naked in 1Q2006 there were very large RFPs most notably a US ut for 18Mlb in the second week of March and delivery 2009-2018 and deadline April [--]. Well all of these early [----] RFPs were executed satisfactorily and on time. LT price was $42-44. Where are we now We are not even in in 1Q2006 there were very large RFPs most notably a US ut for 18Mlb in the second week of March and delivery 2009-2018 and deadline April" [X Link](https://x.com/anyuser/status/1760275756247109685) 2024-02-21T12:10Z [----] followers, 42.2K engagements "Its clear that today KAP is a money printer. But watch out for their warning about the [----] #uranium production. Looking at the [----] Capex the [----] prod. will not increase significantly if at all. The price paid for acid shows scarcity. U3O8 supply is far from matching demand" [X Link](https://x.com/anyuser/status/1768547965650485523) 2024-03-15T08:01Z [----] followers, 10.7K engagements "Breaking news China leads the way: CNNC reaches a #uranium supply agreement with CNUC where there is a floor price but no ceiling price. Others will follow in the wake. It is an entirely seller's market" [X Link](https://x.com/anyuser/status/1781201448388194457) 2024-04-19T06:01Z [----] followers, 72.5K engagements "No matter what Cameco/KAP produces the supply side is too constrained vs demand. There are tens of millions of uncovered requirements in next few years. Mid term RFPs ignored by existing producers they are sold out. How to cover Spot market No availability. Tough #uranium" [X Link](https://x.com/anyuser/status/1785290346185814078) 2024-04-30T12:49Z [----] followers, [----] engagements "The thesis was never based on sanctions it was always the lack of supply. Now that it has been approved by the Senate and the uncertainty is gone utilities can start contracting #uranium. They have a lot of work ahead of them to cover their needs Breaking๐ฐ๐ Senate approves US ban on imports of Russian #Uranium๐จโ๐๐ณโ sending bill to White House for President Biden to sign into law;โโ๐ขโ Retaliation by #Russia feared๐ ๐ค ๐ #Nuclear #EnergySecurity #USA #HereWeGo ๐๐ https://t.co/l2P8kuMJ7E via @bpolitics Breaking๐ฐ๐ Senate approves US ban on imports of Russian #Uranium๐จโ๐๐ณโ sending" [X Link](https://x.com/anyuser/status/1785557173394690378) 2024-05-01T06:29Z [----] followers, 43.7K engagements "How bad the #uranium supply situation must look that China is planning to resume operations at Azelik" [X Link](https://x.com/anyuser/status/1791482933838069870) 2024-05-17T14:56Z [----] followers, 24.3K engagements "French nuclear fleet expansion goes a step further #uranium" [X Link](https://x.com/anyuser/status/1793896571983233347) 2024-05-24T06:47Z [----] followers, 14.2K engagements "Boom The Government of Kazakhstan will convert US970M$ of its National Fund into 467.4B tenge to purchase Kazatomprom shares #uranium" [X Link](https://x.com/anyuser/status/1812762305286828518) 2024-07-15T08:13Z [----] followers, 48.2K engagements "The unpredictability and fragility of #uranium supply will be a structural issue that as of today there is no light at the end of the tunnel" [X Link](https://x.com/anyuser/status/1818520432204517824) 2024-07-31T05:33Z [----] followers, 36.2K engagements "Demand continues to increase. Buying panic on the part of the uts will set in. Due to their complacency over the years they will send #uranium prices to levels unimaginable a few years ago KEPCO (South Korea) today reiterated its commitment to nuclear power. Investments are on the rise again. Now they only have to return to their historical U3O8 purchase commitments which are much higher than today's as they have dropped by 51% in the last [--] years #uranium https://t.co/R4RHRbVaYI KEPCO (South Korea) today reiterated its commitment to nuclear power. Investments are on the rise again. Now they" [X Link](https://x.com/anyuser/status/1823607841002860879) 2024-08-14T06:29Z [----] followers, 25.7K engagements "Euratom has just confirmed that the supply of conversion and enrichment for the next [--] years is depleted. With respect to U3O8 there are only crumbs left from new #uranium producers who must also turn to the spot market to meet their commitments ๐จ๐ซ#Uranium enrichers are reporting surging demand & a soaring price for enrichment SWU that's hitting new all-time industry highs๐ a leading indicator for the future price of mined #U3O8.๐๐ฎ๐ Most commodity investors don't understand the unique #Nuclear fuel contracting chain https://t.co/DYFLYzpVE4 ๐จ๐ซ#Uranium enrichers are reporting surging" [X Link](https://x.com/anyuser/status/1824329297143775734) 2024-08-16T06:16Z [----] followers, 31.1K engagements "Confirmed by Chinese sources: Russian company PIMCU announced that the production of its No. [--] #uranium mine project will kick off in [----] [--] years behind schedule Until recently Rosatoms plan was that Mine [--] would come into #uranium production in [----] today theyve confirmed that it will be at best in [----] https://t.co/YRXjrfBtoV Until recently Rosatoms plan was that Mine [--] would come into #uranium production in [----] today theyve confirmed that it will be at best in [----] https://t.co/YRXjrfBtoV" [X Link](https://x.com/anyuser/status/1826951486460367316) 2024-08-23T11:55Z [----] followers, 11.4K engagements "CNNC now states that Azelik will not produce #uranium in the ST because the conditions are not in place. It also warns of the current risks faced by traders due to supply uncertainty How bad the #uranium supply situation must look that China is planning to resume operations at Azelik https://t.co/brribw4KYi How bad the #uranium supply situation must look that China is planning to resume operations at Azelik https://t.co/brribw4KYi" [X Link](https://x.com/anyuser/status/1827236423495229497) 2024-08-24T06:48Z [----] followers, 15.6K engagements "Over the weekend there have been more statements from the Russian side about possible #uranium export restrictions. Constellation is one of the few to acknowledge in its reports its dependence on Russia. Many western uts are in a very compromised situation Constellation #uranium https://t.co/LJKVh29ULC Constellation #uranium https://t.co/LJKVh29ULC" [X Link](https://x.com/anyuser/status/1835576862069653922) 2024-09-16T07:10Z [----] followers, 37.3K engagements "A bifurcated market was foreseeable more than two years ago. Today it is a reality. Despite this the largest #uranium consumer barely produces the equivalent for one GWe. Dependence on the outside is overwhelming even embarrassing. It's time to turn it around" [X Link](https://x.com/anyuser/status/1836834145068273965) 2024-09-19T18:26Z [----] followers, 26.9K engagements "When #uranium investment started 6y ago I never thought I would read this kind of news. It was always supply-driven. The growing demand is here. Now it is absolutely everyone's task not to derail this worldwide nuclear renaissance. Supply must be encouraged and must respond TECH GIANTS WANT NUCLEAR POWER โข The shuttered Three Mile Island plant is returning to service in [----] and will sell all its output to Microsoft ๐ธ Constellation to invest $1.6 billion to restart reactor as data-center power demand surges https://t.co/HCmnck5bDh TECH GIANTS WANT NUCLEAR POWER โข The shuttered Three Mile" [X Link](https://x.com/anyuser/status/1837095744253067324) 2024-09-20T11:45Z [----] followers, 23.5K engagements "If Russia effectively bans the export of EUP to unfriendly countries they will also have to say goodbye to Kazakh and Uzbek #uranium exported through St Petersburg it will be a total ban from russian territory Russia appears to be progressing towards the banning of exports of certain critical materials (including uranium) to unfriendly countries. Depending on which countries fall under the unfriendly category this could be an incredible disruption to the nuclear fuels market Russia appears to be progressing towards the banning of exports of certain critical materials (including uranium) to" [X Link](https://x.com/anyuser/status/1840093156085268962) 2024-09-28T18:16Z [----] followers, 30.6K engagements "Breaking news Kazatomprom shareholders to approve another major contract between KAP and CNNC #uranium https://www.kazatomprom.kz/en/media/view/notice_of_extraordinary_general_meeting_of_shareholder_of_kazatomprom https://www.kazatomprom.kz/en/media/view/notice_of_extraordinary_general_meeting_of_shareholder_of_kazatomprom" [X Link](https://x.com/anyuser/status/1846071106207170788) 2024-10-15T06:10Z [----] followers, 75.4K engagements "BHP announces #uranium production 19% lower than same quarter in [----]. Demand continues to grow while supply is fragile and unreliable" [X Link](https://x.com/anyuser/status/1846818273351889176) 2024-10-17T07:39Z [----] followers, 38.3K engagements "Therefore the expected #uranium production of CY2025 has been reduced from 1.1Mlbs to only 600000lb. The supply side is very very fragile. It is paradoxical that a bull market can become at least temporarily a producer's nightmare The unpredictability and fragility of #uranium supply will be a structural issue that as of today there is no light at the end of the tunnel https://t.co/GtN1NoFCKb The unpredictability and fragility of #uranium supply will be a structural issue that as of today there is no light at the end of the tunnel https://t.co/GtN1NoFCKb" [X Link](https://x.com/anyuser/status/1857311566628024824) 2024-11-15T06:35Z [----] followers, 19.1K engagements "Eleven days ago Constellation the largest nuclear energy producer in the US with 21.48GWe confirmed its dependence on Russian #uranium deliveries Over the weekend there have been more statements from the Russian side about possible #uranium export restrictions. Constellation is one of the few to acknowledge in its reports its dependence on Russia. Many western uts are in a very compromised situation https://t.co/H3XPIRDkMG Over the weekend there have been more statements from the Russian side about possible #uranium export restrictions. Constellation is one of the few to acknowledge in its" [X Link](https://x.com/anyuser/status/1857505084856561876) 2024-11-15T19:24Z [----] followers, 20K engagements "Kazatomprom obtains the right to explore for U3O8 in the Severnoye block. This exploration could last up to [--] years ELEVEN. New #uranium supply will take a very long time to reach the market. It is also not difficult to foresee where in the world this new supply will go" [X Link](https://x.com/anyuser/status/1858409490707517743) 2024-11-18T07:18Z [----] followers, 19.6K engagements "Russia has just banned a delivery of EUP China is doing the same with other raw materials Canada is contemplating export tariffs on #uranium. and the US is barely producing enough for one GWe. The dependence and therefore the weakness of the US is colossal A bifurcated market was foreseeable more than two years ago. Today it is a reality. Despite this the largest #uranium consumer barely produces the equivalent for one GWe. Dependence on the outside is overwhelming even embarrassing. It's time to turn it around https://t.co/Z3VMmzMrsa A bifurcated market was foreseeable more than two years" [X Link](https://x.com/anyuser/status/1867547893059793328) 2024-12-13T12:31Z [----] followers, 19.6K engagements "Fuel buyers have their eyes on a possible Russian license to load EUP to the US hoping that what happened three weeks ago was just a warning from Russia. At today's meeting Mishustin did not grant it either #uranium" [X Link](https://x.com/anyuser/status/1869091558366281777) 2024-12-17T18:45Z [----] followers, 28.5K engagements "There are times when one must take a step back to catch one's breath and move forward with more strength. This month that step has been taken. But one must see the big #uranium picture so that the trees do not block the view of the forest. [----] can be catalogued as a trend confirmation year for U3O8 (+16% in LT price). More of the same for conversion (+43%) and SWU (+10%). Less than 110Mlb in LT contracts have been contracted [--] aprox. being the China-KAP deal. The inevitable is being delayed. In the very short term hardly any player in the nuclear cycle is interested in an abrupt price" [X Link](https://x.com/anyuser/status/1873989447194124465) 2024-12-31T07:07Z [----] followers, 13.4K engagements "BOOMMMMMM JV Inkai LLP (KAP/Cameco JV) has to temporarily suspend its production activity #uranium" [X Link](https://x.com/anyuser/status/1874722970331201638) 2025-01-02T07:42Z [----] followers, 61.5K engagements "Knowing the history one can always better foresee the future. Let's look at the relationship between Cameco and KAP. In [----] Cameco/PRI became a shareholder of Inkai. Inkai completed the #uranium testing in December [----] and received the license for construction in August [----]. On June [--] [----] Cameco and Kazatomprom announced the creation of a new legal entity Ulba Conversion LLP with a capacity of [-----] tons UF6. Kazatomprom would hold 51% of this plant and Cameco 49% and the CEO would be Azamat Belyalov. Cameco is committed to provide its technology. At the same time it was announced that" [X Link](https://x.com/anyuser/status/1875102630541701175) 2025-01-03T08:51Z [----] followers, 10.3K engagements "The first data on Kazakhstan's total #uranium production in [----] are already available. Chinese JVs have not been able to reach the planned production. Sulfuric acid supply problems continue. It seems highly unlikely that Kazakhstan will reach its planned production in [----] all indications are that a further drop in planned production will be reported during [----]. First the plan for [----] was to produce 30500-31500tU. Then 25000-26500tU was announced. The latter amount is 12% higher than the production plan for [----] the same that has not been met by the Chinese JVs. As said a new production" [X Link](https://x.com/anyuser/status/1879402182606528740) 2025-01-15T05:36Z [----] followers, 72.1K engagements "In the six years that I have been following the nuclear fuel cycle and at the same time invested in #uranium several things have become very clear to me and one of them is that utilities do not like uncertainty at all. The possible long awaited peace agreement will clear up a lot of questions for the utilities. Everything indicates that the flow of EUP from Russia to the US will continue until December [----]. After that it will not be possible. The Uts can now plan where their supplies will come from in the short medium and long term. The short and medium term uncertainty is gone if the peace" [X Link](https://x.com/anyuser/status/1890017730184495569) 2025-02-13T12:38Z [----] followers, 34.6K engagements "The long-awaited replacement rate and inventory build-out will come in [----] at least in the case of Constellation with the largest US fleet of NPP with 22.07GWe. The big one always leads the others #uranium" [X Link](https://x.com/anyuser/status/1892078432311238778) 2025-02-19T05:07Z [----] followers, 52.1K engagements "CGN Mining profit warning: taxes in Kazakhstan have made Kazakh #uranium no longer cheap. Cheap U3O8 is gone forever. It is up to uts to invcentivize new production. That one is in triple digit. A few years ago fuel buyers laughed when someone warned that supply would not be able to match demand for many years. Now they don't laugh they keep quiet. Tomorrow they will panic sure. All signs suggest that the point of no return has been passed" [X Link](https://x.com/anyuser/status/1900139305277821205) 2025-03-13T10:58Z [----] followers, 25K engagements "4 more reactors for CGN and a total of [--] new ones approved by China for a total of US27B$. This is completely out of reach of the West. The West talks and talks and talks while the East works steadily and quietly #uranium" [X Link](https://x.com/anyuser/status/1916727420209541328) 2025-04-28T05:33Z [----] followers, 14.2K engagements "$ASPI Here is the confirmation that the first commercial producer of Haleu in the West has been born. Huge contract of 15000kg/y (its only the first one of many more to come) that gives a lot of visibility to future revenues. The feedstock is already in Pelindaba with tailings generated over decades. The SMR company that wants to succeed and see its reactors generate energy has only one way to go South Africa and Asp Isotopes. Aspi a game-changing company is born" [X Link](https://x.com/anyuser/status/1924690982404313231) 2025-05-20T04:57Z [----] followers, [----] engagements "Eric confirms that only $ASPI can provide the Haleu needed for the first Natrium reactor in Wyoming. He also states that they are working with Asp Isotopes for the short term (that first delivery of Haleu) as well as the long term TerraPower's Eric Williams Executive VP and COO joined a recent episode of The POWER Podcast. During the episode Eric discussed the first-of-a-kind Natrium project that is under construction in Kemmerer WY. Tune in to hear project updates and more: https://t.co/eWwGgmllVD TerraPower's Eric Williams Executive VP and COO joined a recent episode of The POWER Podcast." [X Link](https://x.com/anyuser/status/1942479980983652533) 2025-07-08T07:04Z [----] followers, 11.5K engagements "$ASPI never ceases to amaze me. Long Paul & Robbie long Asp Isotopes" [X Link](https://x.com/anyuser/status/1945818496039809506) 2025-07-17T12:10Z [----] followers, 18.4K engagements "Paul Mann $ASPI "I am delighted to report that the Company has now shipped the first samples of both Ytterbium-176 and Silicon-28 to customers"" [X Link](https://x.com/anyuser/status/1962842056017006694) 2025-09-02T11:36Z [----] followers, 10.8K engagements "$ASPI The largest Silicon-28 contract signed to date and acquired a radiopharmacy in the US" [X Link](https://x.com/anyuser/status/1977717948836986997) 2025-10-13T12:47Z [----] followers, 45.7K engagements "Today is a great day for $ASPI with this major contract signed and the stock soaring. No doubt there will be down days the shorts wont give up so easily. But one thing is clear: the present and future value of Asp + QLE + Renergen + SKBL is several times the current 1.2B$ market cap" [X Link](https://x.com/anyuser/status/1977796091979468826) 2025-10-13T17:58Z [----] followers, 11.9K engagements "$LODE Hood River buys a stake of 3.57%" [X Link](https://x.com/anyuser/status/1989320977415651614) 2025-11-14T13:14Z [----] followers, [----] engagements "Boom CGN warns with a Profit Warning of the new situation in Kazakhstan regarding taxes. No more cheap #uranium coming from Kazakhstan its over" [X Link](https://x.com/piterloskot82/status/1824716341447692363) 2024-08-17T07:54Z [----] followers, 84.4K engagements "The Russian ban on #uranium exports to the US went into effect yesterday. Next week the Atlantic Action II (currently in Kattegat) is (was) due to depart StPetersburg for the US with LEU. Force Majeure in the making https://news.az/news/-russia-hits-back-ban-on-uranium-exports-to-the-us https://news.az/news/-russia-hits-back-ban-on-uranium-exports-to-the-us" [X Link](https://x.com/piterloskot82/status/1857698477003911625) 2024-11-16T08:13Z [----] followers, 24.2K engagements "Breaking news for all $Aspi shareholders: in an interview published yesterday by Energy Intelligence Terrapower CEO Chris Levesque shows full explicit support for ASP Isotopes and its QE technology. Strong words" [X Link](https://x.com/piterloskot82/status/1867853798372499758) 2024-12-14T08:47Z [----] followers, 29.9K engagements "If we go to the origin of this #uranium contract we will see that currently the nuclear fuel cycle takes even longer. Brazil issued this RFP in May [----] and asked for immediate delivery. It had to extend the deadline by another month because no one responded not even Russia which is its usual supplier. It closed the RFP with no response it ran out of EUP. In October it again issued a new RFP with the same amount but this time asking for over [--] months delivery. Again the deadline had to be delayed by one month from November to December [----]. In January [----] the deal was closed and now it is" [X Link](https://x.com/piterloskot82/status/1901511117068787877) 2025-03-17T05:49Z [----] followers, 36.7K engagements "BlackRock becomes the second largest shareholder of $ASPI (the first is Paul) after buying an additional [---] million shares. By Friday we should know who that single institutional investor is that bought [---] million shares at 8$ on July 23" [X Link](https://x.com/piterloskot82/status/1988688347372613826) 2025-11-12T19:20Z [----] followers, 20.1K engagements "Where are we in terms of LT contracting compared to the previous #uranium cycle [----] was the first year of the previous cycle in which the annual consumption + inventory build-up by the uts (254Mlb in total) was contracted. It is worth noting and to give just one example" [X Link](https://x.com/piterloskot82/status/1758114430032703774) 2024-02-15T13:01Z [----] followers, 42.5K engagements "Quantum Leap Energy LLC Announces Private Placement of Convertible Notes Led by American Ventures LLC $ASPI" [X Link](https://x.com/piterloskot82/status/1986803917846381009) 2025-11-07T14:32Z [----] followers, 27K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@piterloskot82 BorjaBorja posts on X about $aspi, in the, $skbl, market the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 50.78% countries 23.44% finance 18.75% financial services #646 technology brands 0.78% travel destinations 0.78%
Social topic influence $aspi #2, in the 14.06%, $skbl #1, market 10.94%, $qle #1, kazakhstan 6.25%, fuel 6.25%, russia 6.25%, the first 5.47%, china 5.47%
Top accounts mentioned or mentioned by @raymondduck6 @sunvmikey @acctno994 @citidad @mikelmc1 @sofakingpale @udiamondballs @financemajor_23 @stupidbill1 @wakerife123 @devaniksaha @globenewswireskylinebuildersgroupholdinglimitedannouncespricingfd0b3 @goldenrock235 @ofkimbriki @rekurencja @capnek123 @thenewmoneyapp @uraniumenergy @niocorp @terrestrialmsr
Top assets mentioned ASP Isotopes Inc. (ASPI) Skyline Builders Group Holding Limited (SKBL) BlackRock Inc (BLK) TMC the metals company Inc. Common Stock (TMC) Goldman Sachs (GS) Microsoft Corp. (MSFT)
Top posts by engagements in the last [--] hours
"Cove Kaz Capital $SKBL"
X Link 2025-11-07T09:19Z [----] followers, 16.1K engagements
"@RaymondDuck6 @SunvMikey $SKBL"
X Link 2026-01-24T12:55Z [----] followers, [---] engagements
"@SunvMikey Time will tell whether BNP has done the right thing or left a lot of money on the table"
X Link 2026-02-10T12:14Z [----] followers, [---] engagements
"Gross proceeds of 31.5M$ $SKBL https://ceo.ca/@GlobeNewswire/skyline-builders-group-holding-limited-announces-pricing-fd0b3 https://ceo.ca/@GlobeNewswire/skyline-builders-group-holding-limited-announces-pricing-fd0b3"
X Link 2026-02-12T05:52Z [----] followers, [----] engagements
"ASP Isotopes UK Subsidiary Quantum Leap Energy Ltd. Enters Early Engagement Process with UK Nuclear Regulators $ASPI"
X Link 2025-11-05T13:17Z [----] followers, 25K engagements
"@goldenrock235 @OfKimbriki NextEra almost 500M$ per GWe Dominion almost 600M$ per GWe Duke almost 400M$ per GWe Constellation almost 300M$ per GWe. There are many very very well covered. But agree Jeff does a very good job"
X Link 2025-11-11T13:30Z [----] followers, [----] engagements
"$ASPI Isotopes Announces Quantum Leap Energys Confidential Submission of Draft Registration Statement for Proposed Initial Public Offering. As of today GLE is valued at US3.3B$ while all of Asp Isotopes (ASP+QLE+SKBL) is worth only 980M$. Aspi has much more advanced technology than GLE thats a fact. The distortion in the valuation must disappear https://twitter.com/i/web/status/1988840981773365259 https://twitter.com/i/web/status/1988840981773365259"
X Link 2025-11-13T05:26Z [----] followers, [----] engagements
"@RaymondDuck6 @AcctNo994 $SKBL #tungsten https://x.com/FirstSquawk/status/2003477627324211304s=20 TRUMP ON TRUTH SOCIAL: I had two wonderful telephone calls this morning with Kassym-Jomart Tokayev the President of the Republic of Kazakhstan and Shavkat Mirziyoyev the President of the Republic of Uzbekistan. We discussed the importance of bringing Peace to ongoing https://x.com/FirstSquawk/status/2003477627324211304s=20 TRUMP ON TRUTH SOCIAL: I had two wonderful telephone calls this morning with Kassym-Jomart Tokayev the President of the Republic of Kazakhstan and Shavkat Mirziyoyev the"
X Link 2025-12-23T15:38Z [----] followers, [----] engagements
"@RaymondDuck6 @AcctNo994 $SKBL"
X Link 2026-01-09T09:03Z [----] followers, [----] engagements
"Encompass becomes a new shareholder in $ASPI with a 5.13% stake https://ir.stockpr.com/aspisotopes/sec-filings-email/content/0001172661-26-000290/primary_doc.html https://ir.stockpr.com/aspisotopes/sec-filings-email/content/0001172661-26-000290/primary_doc.html"
X Link 2026-01-24T05:45Z [----] followers, 12.7K engagements
"NextEra increases its nuclear fuel inventory during 2025"
X Link 2026-01-27T14:29Z [----] followers, [---] engagements
"Vanguard increases its stake in $ASPI with the purchase of [----] million shares"
X Link 2026-01-29T14:48Z [----] followers, 17K engagements
"UBS increases its stake in $ASPI with the purchase of [----] million shares Vanguard increases its stake in $ASPI with the purchase of [----] million shares https://t.co/njC3pQHiab Vanguard increases its stake in $ASPI with the purchase of [----] million shares https://t.co/njC3pQHiab"
X Link 2026-01-29T18:46Z [----] followers, [----] engagements
"The past does not have to repeat itself but EmendoBio founded by David Baram among others was created in the same way as Opeongo with a small seed capital only to be sold five years later for 250M$. David's success was absolute $ASPI"
X Link 2026-02-01T07:41Z [----] followers, [----] engagements
"Cellergy Therapeutics (David Baram and Todd are members of the board of directors) recently announced a partnership with Made Scientific part of GC Corporation which has annual sales of 1.5B$ $ASPI"
X Link 2026-02-01T08:23Z [----] followers, [----] engagements
"@rekurencja The world and especially the West is short on isotopes. Why would $ASPI sell its stable isotope to a third party and thus give up vertical integration I love this strategy the market doesn't seem to like it. Let's give it time Piotrek"
X Link 2026-02-01T08:42Z [----] followers, [----] engagements
"Paul Mann and his fellow $ASPI board member Dr Todd Wider are both directors and shareholders of Israel-based Opeongo. Mann says the two of them have been involved with Opeongo for some years https://www.biznews.com/investing/paul-manns-aspi-bets-big-biotech https://www.biznews.com/investing/paul-manns-aspi-bets-big-biotech"
X Link 2026-02-02T14:51Z [----] followers, [----] engagements
"$ASPI $QLE https://uk.finance.yahoo.com/news/britain-launches-framework-boost-advanced-000331172.html https://uk.finance.yahoo.com/news/britain-launches-framework-boost-advanced-000331172.html"
X Link 2026-02-04T15:09Z [----] followers, [----] engagements
"@capnek123 Partially agree. There will be a deficit of 12Mlbs in [----]. Now do the same for [----] onwards"
X Link 2026-02-10T10:52Z [----] followers, [----] engagements
"@AcctNo994 In the interview on December [--] [----] Paul was very clear: his client Intel has told them that only they (Aspi) can produce the product Intel requires and demands nobody else. The market does not understand at all what $ASPI is building"
X Link 2026-02-10T14:25Z [----] followers, [---] engagements
"@SunvMikey Paul was very right here $SKBL"
X Link 2026-01-28T08:29Z [----] followers, [----] engagements
"Its official $SKBL"
X Link 2026-02-13T13:51Z [----] followers, [----] engagements
"There will also be enrichment involved in the transaction so no other choice than $ASPI"
X Link 2026-02-13T14:53Z [----] followers, [----] engagements
"Rovida buys [------] shares more of $ASPI"
X Link 2026-02-10T19:09Z [----] followers, [----] engagements
"More $ASPI shares for MS"
X Link 2026-02-13T19:17Z [----] followers, [----] engagements
"@RaymondDuck6 @AcctNo994 Approved the redesignation of [---------] authorized and unissued Class A common shares of the Company's authorized capital stock into Series A preferred shares on a one-to-one basis $SKBL"
X Link 2026-01-13T12:26Z [----] followers, [---] engagements
"Stable isotopes are very scarce $ASPI https://www.geneonline.com/radiopharma-and-the-isotope-wars-who-controls-the-supply-wins/ https://www.geneonline.com/radiopharma-and-the-isotope-wars-who-controls-the-supply-wins/"
X Link 2026-01-23T16:56Z [----] followers, [----] engagements
"@RaymondDuck6 @SunvMikey Deep sea mining $SKBL SuperCritical Technologies https://x.com/figgy1million/status/2015483177565929480s=20 $TMC On February 4th Maro Rubio and the Whitehouse will host the 1st Critical Minerals Summit. Do you think he supports TMC and deep sea mining Watch the video https://t.co/xpuDD0psZM https://x.com/figgy1million/status/2015483177565929480s=20 $TMC On February 4th Maro Rubio and the Whitehouse will host the 1st Critical Minerals Summit. Do you think he supports TMC and deep sea mining Watch the video https://t.co/xpuDD0psZM"
X Link 2026-01-26T06:05Z [----] followers, [---] engagements
"@RaymondDuck6 @SunvMikey $SKBL SuperCritical Technologies $ASPI $QLE https://x.com/1SuperCritical/status/2015552901293236322s=20 The Canon Bryan Interview: Frontier Technologies And The Upcoming Energy Supercycle https://t.co/fzxMeBSd4V Thanks to @TheNewMoney_app for this wide ranging interview. @UraniumEnergy @NioCorp @TerrestrialMSR @syntholene @1SuperCritical https://x.com/1SuperCritical/status/2015552901293236322s=20 The Canon Bryan Interview: Frontier Technologies And The Upcoming Energy Supercycle https://t.co/fzxMeBSd4V Thanks to @TheNewMoney_app for this wide ranging interview."
X Link 2026-01-26T06:22Z [----] followers, [----] engagements
"More enrichment capacity on the way. If the US wants energy sovereignty this is the way to go. The technology that GM will use is about to be disclosed. The ideal would be technological sovereignty https://t.co/DxNkYX7rzC https://t.co/DxNkYX7rzC"
X Link 2026-02-04T08:26Z [----] followers, [----] engagements
"Mak Capital becomes $LODE shareholder"
X Link 2026-02-06T05:34Z [----] followers, [----] engagements
"$SKBL $ASPI $QLE Skyline Builders Group"
X Link 2025-11-06T13:47Z [----] followers, 20.9K engagements
"@Mikelmc1 You're absolutely right Mikel. Hedge funds have accumulated several million net shares while depressing the share price. It will be easy for them to bring $ASPI back to its ATH"
X Link 2026-02-11T12:16Z [----] followers, [---] engagements
"BOOMMMMMM $ASPI ASP Isotopes Inc. and its Subsidiary Quantum Leap Energy LLC enter into a Memorandum of Understanding with Fermi America Regarding a Joint Venture to Collaborate on the Research Development and Construction of an Advanced Nuclear Fuel Research and Production Facility at the Planned 11GW HyperGrid Campus in Carson County Texas https://ir.aspisotopes.com/news-events/press-releases/detail/75/asp-isotopes-inc-and-its-subsidiary-quantum-leap-energy https://ir.aspisotopes.com/news-events/press-releases/detail/75/asp-isotopes-inc-and-its-subsidiary-quantum-leap-energy"
X Link 2025-08-15T13:00Z [----] followers, 11.5K engagements
"@e_jex I have never given the target price or my future price projections for any of my investments and I will continue to do so but I guess you forgot to add a zero $ASPI"
X Link 2026-02-10T10:44Z [----] followers, [---] engagements
"The boss is back "ASP Isotopes Inc. Announces Paul Mann to Return from Temporary Leave of Absence as Executive Chairman and Chief Executive Officer" $ASPI"
X Link 2025-12-02T14:18Z [----] followers, 11.8K engagements
"ASP Isotopes Inc. Announces Receipt of Regulatory Approvals for Acquisition of Renergen Limited $ASPI"
X Link 2025-12-17T14:32Z [----] followers, 13.7K engagements
"ASP Isotopes Closes Acquisition of Renergen $ASPI"
X Link 2026-01-07T13:34Z [----] followers, [----] engagements
"The time has come for the whole world to know what South Africa has developed over several decades. Asp Isotopes will become an absolute giant $ASPI $QLE $SKBL"
X Link 2025-11-10T11:54Z [----] followers, 21.7K engagements
"ASP Isotopes Inc. Provides Production Update on the Renergen Helium Project. Long Paul & Robbie long $ASPI"
X Link 2026-01-29T12:42Z [----] followers, 12.9K engagements
"$ASPI invests 10M$ in biotech company Opeongo. Keep an eye on connections with Isotopia Yeda and Reemag"
X Link 2026-01-31T07:45Z [----] followers, 15.3K engagements
"The demand for Ytterbium-176 keeps growing $ASPI"
X Link 2026-02-04T08:36Z [----] followers, [----] engagements
"Curium today announced that together with PeptiDream and PDRadiopharma the first patient has been dosed in the companies registrational clinical trial of 177Lu-PSMA-I&T in Japan for patients with PSMA (*1)-positive metastatic castration-resistant prostate cancer (mCRPC) $ASPI"
X Link 2026-02-05T05:55Z [----] followers, [----] engagements
"WIM Investment Management becomes a shareholder in $ASPI with the purchase of [------] shares"
X Link 2026-02-05T12:26Z [----] followers, [----] engagements
"BNP drastically reduces its stake in $ASPI while Geode slightly increases it"
X Link 2026-02-10T05:43Z [----] followers, 10.7K engagements
"Skyline Builders Group Holding Limited Enters into Letter of Intent to Acquire SuperCritical Technologies $SKBL $ASPI $QLE US-DOE developed technology is proven to extract uranium and other critical metals from seawater cost-competitively. Paul Mann SKBLs incoming executive chairman said The United States is in urgent need of domestic supplies of critical materials. SuperCriticals technology will allow it to be a cost-competitive supplier of uranium and other critical metals for the United States thereby securing a domestic supply chain and most importantly promising a rapid scale-up of"
X Link 2025-11-12T13:06Z [----] followers, 26.6K engagements
"@RaymondDuck6 @AcctNo994 $SKBL"
X Link 2026-01-24T06:19Z [----] followers, [---] engagements
"Goldman Sachs buys [-------] shares more of $ASPI"
X Link 2026-02-10T20:06Z [----] followers, [----] engagements
"Centrus' expected production of Haleu is a joke. It is totally insufficient in quantity and too far off in time. US needs Haleu now not in 7years. No one can provide it in sufficient quantity and time except $ASPI . Not Centrus not Orano. & of course not General Matter either"
X Link 2026-02-11T05:50Z [----] followers, 11.2K engagements
"Well done Fermi $ASPI"
X Link 2026-02-11T05:57Z [----] followers, [----] engagements
"The world has a shortage of radiopharmacies. Those who have access to stable isotopes will win the race $ASPI"
X Link 2026-02-11T08:30Z [----] followers, [----] engagements
"More Fermi $ASPI $QLE"
X Link 2026-02-12T05:59Z [----] followers, [----] engagements
"BlackRock buys [----] millions shares more of $ASPI"
X Link 2026-02-12T17:27Z [----] followers, [----] engagements
"@matt_nealy @SunvMikey @naubzie @str_182 If one tracks the movements of institutional investors and HFs one will see that in recent months they have accumulated a net total of several million $ASPI shares. And they are not stopping they continue to accumulate while the price is depressed. I know that story how ends"
X Link 2026-02-13T05:44Z [----] followers, [---] engagements
"Alyeska buys [----] million shares more of $ASPI"
X Link 2026-02-13T15:28Z [----] followers, [----] engagements
"Closed $SKBL $ASPI $QLE"
X Link 2026-02-14T05:38Z [----] followers, [----] engagements
"Excellent news The next step is for X-Energy with strong South African roots to contract the necessary Haleu for the fabrication of its fuel $ASPI $QLE #NRCNews: Today we issued a license to @xenergynuclear subsidiary TRISO-X LLC for a first-of-a-kind fuel fabrication facility and did it three months ahead of our published schedule https://t.co/FDgEnC0UWH https://t.co/lBtlrWkjcU #NRCNews: Today we issued a license to @xenergynuclear subsidiary TRISO-X LLC for a first-of-a-kind fuel fabrication facility and did it three months ahead of our published schedule https://t.co/FDgEnC0UWH"
X Link 2026-02-14T05:43Z [----] followers, [----] engagements
"Its official Kazakhstan and China Signed [--] agreements worth US22B$ on [--] May. And today Kazatomprom announces an Extraordinary General Meeting on [--] June. I'm sure it's just a coincidence. #uranium Today Tokayev is in China upgrading Kazakhstans national strategy towards them. Just signed a frame agreement on the expansion of the Kazakh-Chinese strategic energy cooperation #uranium Today Tokayev is in China upgrading Kazakhstans national strategy towards them. Just signed a frame agreement on the expansion of the Kazakh-Chinese strategic energy cooperation #uranium"
X Link 2023-05-19T06:51Z [----] followers, 105.1K engagements
"During 2Q2023 Paladin closed a new offtake contract thus closing its [----] contract book. The medium term supply cannot meet the #uranium demand they will very soon go for the spot market"
X Link 2023-07-20T05:03Z [----] followers, 17.6K engagements
"KEPCO (South Korea) today reiterated its commitment to nuclear power. Investments are on the rise again. Now they only have to return to their historical U3O8 purchase commitments which are much higher than today's as they have dropped by 51% in the last [--] years #uranium"
X Link 2023-08-16T13:19Z [----] followers, 23.7K engagements
"Ur-Energy warns that work at Lost Creek has slowed due to difficulties in recruiting and retaining employees and contractors. The turnover rate is high. And this happens in a company with technically not complicated mining type #uranium"
X Link 2023-10-19T12:21Z [----] followers, 48.8K engagements
"I must admit that I did not expect this type of measure so early in the decade but this is just one of several to come mainly in the West. There will not be enough nuclear fuel for everyone #uranium https://www.montelnews.com/no/news/1529028/edf-warns-of-outages-at-cattenom-plant-to-save-6-months-of-fuel https://www.montelnews.com/no/news/1529028/edf-warns-of-outages-at-cattenom-plant-to-save-6-months-of-fuel"
X Link 2023-10-26T11:15Z [----] followers, 160.4K engagements
"Once the final agreement is signed Engie will send its RFP to the market after several months of requesting information #uranium https://www.engie.com/sites/default/files/assets/documents/2023-11/ENGIE%209M%202023%20PR_VDEF.pdf https://www.engie.com/sites/default/files/assets/documents/2023-11/ENGIE%209M%202023%20PR_VDEF.pdf"
X Link 2023-11-07T09:29Z [----] followers, 21.8K engagements
"Rosatom is always the last to provide its Annual Report. The one for [----] is tremendously revealing: transportation costs have skyrocketed by more than [--] times. This is unsustainable in the long term #uranium"
X Link 2023-11-22T15:11Z [----] followers, 23.9K engagements
"I try not to talk about companies but this time it's different: enCore has just announced that it is already producing #uranium. The last shares I bought was on 19/06/2019 after accumulating months before. It became my first position. https://encoreuranium.com/news/encore-energy-commences-uranium-production-at-the-south-texas-rosita-isr-uranium-central-processing-plant/ https://encoreuranium.com/news/encore-energy-commences-uranium-production-at-the-south-texas-rosita-isr-uranium-central-processing-plant/"
X Link 2023-11-30T13:10Z [----] followers, 13.2K engagements
"Final agreement signed today December [--] between Engie and Belgian government. Restart scheduled as early as November [----]. Fuel must be procured another big RFP coming #uranium https://en.newsroom.engie.com/news/engie-signs-a-final-agreement-with-the-belgian-government-on-the-extension-of-tihange-3-and-doel-4-nuclear-reactors-6aef-314df.html Once the final agreement is signed Engie will send its RFP to the market after several months of requesting information #uranium https://t.co/j1ARbiBLcI https://t.co/rn9RPc72FF"
X Link 2023-12-13T08:29Z [----] followers, 31K engagements
"Why Uzbekistan will fail once again in its #uranium production targets. They have been trying for years to increase their production without success. The main reason is the high level of carbonate which makes the recoveries low and affects the economics. Added to this is the"
X Link 2023-12-28T13:45Z [----] followers, 44.6K engagements
"What a start to [----] China approves the construction of two new reactors at Taipingling numbers [--] and [--]. [--] and [--] are under construction. China is going to grab all the #uranium needed they understand that security of supply is paramount https://www.yicaiglobal.com/news/china-greenlights-two-more-reactor-units-at-taipingling-nuclear-plant https://www.yicaiglobal.com/news/china-greenlights-two-more-reactor-units-at-taipingling-nuclear-plant"
X Link 2024-01-02T07:41Z [----] followers, 35.2K engagements
"Kazatomprom expects its [----] production to be adjusted due to the challenges related to the availability of sulphuric acid. Its only the beginning #uranium https://www.kazatomprom.kz/en/media/view/kazatomprom_expects_adjustments_to_its_2024_production_plans https://www.kazatomprom.kz/en/media/view/kazatomprom_expects_adjustments_to_its_2024_production_plans"
X Link 2024-01-12T07:23Z [----] followers, 62.8K engagements
"KAP needs 1.7MM tons of sulfuric acid per year to keep up its production rate. It produces 0.68MM tons itself. Rest must be imported. Doesn't seem like a $ amount that a company as profitable as KAP can't afford. There could be more reasons to miss production targets #uranium"
X Link 2024-01-18T14:05Z [----] followers, 40.2K engagements
"Pay close attention to the following: few months ago Mukanov stated that KAP would need 1.7MM tons of sulfuric acid for 2023s #uranium production. Now Ibrayev says they need 2.2MM tons today. This is too significant increase in their new requirements. https://kz.kursiv.media/2024-01-19/zhnb-kapbalestra/ https://kz.kursiv.media/2024-01-19/zhnb-kapbalestra/"
X Link 2024-01-19T13:54Z [----] followers, 48.5K engagements
"BOOM Here comes the #uranium production miss in Kazakhstan: Ortalyk was expected to produce 1.28Mlb in 4Q2023 but only reached 79.7% of the production target 1.02Mlb"
X Link 2024-01-26T13:13Z [----] followers, 158.2K engagements
"KAP has done it again. Just [--] months ago it confirmed that it was going ahead with its [----] #uranium production. Today they are correcting by more than 3000tUmore than they did a year ago. In few months they will repeat with [----] production. No chance of achieving 31000tU Let's dig deeper into KAP news. In October [----] they showed their #uranium production forecasts for 2023-2024. Now after only [--] months they have lowered the [----] by 1800tU. The global supply chain is the reason https://t.co/CKUTeWrxig Let's dig deeper into KAP news. In October [----] they showed their #uranium production"
X Link 2024-02-01T13:10Z [----] followers, 35.7K engagements
"Hokkaido (Japan) continues to sell its nuclear fuel and provide some liquidity to the current tight market. In the last nine months it has sold fuel for a total of [-----] million yen at a profit of [---] million. Inventory of all players as a whole continues to decline #uranium"
X Link 2024-02-02T13:29Z [----] followers, 22.7K engagements
"Government of Kazakhstan resigns #uranium https://www.chinadaily.com.cn/a/202402/05/WS65c0c8a9a3104efcbdae9cbb.html https://www.chinadaily.com.cn/a/202402/05/WS65c0c8a9a3104efcbdae9cbb.html"
X Link 2024-02-05T12:33Z [----] followers, 66.1K engagements
"Targets change quantity: Uzbekistan has always stated that its goal was to double #uranium production by [----]. Well last week Jamal Fayzullaev Deputy Minister of Mining and Geology said the new target is to increase production by [---] times without specifying the time frame Why Uzbekistan will fail once again in its #uranium production targets. They have been trying for years to increase their production without success. The main reason is the high level of carbonate which makes the recoveries low and affects the economics. Added to this is the Why Uzbekistan will fail once again in its"
X Link 2024-02-06T13:39Z [----] followers, 72.8K engagements
"Just a personal opinion it should be very worrying even frightening how in an upward price trend the supply does not reach its targets. Even the two largest and most reliable producers fail completely. If I were the end consumer I would be scared #uranium"
X Link 2024-02-08T13:47Z [----] followers, 67.1K engagements
"in 1Q2006 there were very large RFPs most notably a US ut for 18Mlb in the second week of March and delivery 2009-2018 and deadline April [--]. Well all of these early [----] RFPs were executed satisfactorily and on time. LT price was $42-44. Where are we now We are not even in"
X Link 2024-02-15T13:01Z [----] followers, 23.5K engagements
"Children's party is over it's time for the adults'. Big bites are coming to the physical #uranium market all along the curve. Now comes the moment where it will be seen who swims naked in 1Q2006 there were very large RFPs most notably a US ut for 18Mlb in the second week of March and delivery 2009-2018 and deadline April [--]. Well all of these early [----] RFPs were executed satisfactorily and on time. LT price was $42-44. Where are we now We are not even in in 1Q2006 there were very large RFPs most notably a US ut for 18Mlb in the second week of March and delivery 2009-2018 and deadline April"
X Link 2024-02-21T12:10Z [----] followers, 42.2K engagements
"Its clear that today KAP is a money printer. But watch out for their warning about the [----] #uranium production. Looking at the [----] Capex the [----] prod. will not increase significantly if at all. The price paid for acid shows scarcity. U3O8 supply is far from matching demand"
X Link 2024-03-15T08:01Z [----] followers, 10.7K engagements
"Breaking news China leads the way: CNNC reaches a #uranium supply agreement with CNUC where there is a floor price but no ceiling price. Others will follow in the wake. It is an entirely seller's market"
X Link 2024-04-19T06:01Z [----] followers, 72.5K engagements
"No matter what Cameco/KAP produces the supply side is too constrained vs demand. There are tens of millions of uncovered requirements in next few years. Mid term RFPs ignored by existing producers they are sold out. How to cover Spot market No availability. Tough #uranium"
X Link 2024-04-30T12:49Z [----] followers, [----] engagements
"The thesis was never based on sanctions it was always the lack of supply. Now that it has been approved by the Senate and the uncertainty is gone utilities can start contracting #uranium. They have a lot of work ahead of them to cover their needs Breaking๐ฐ๐ Senate approves US ban on imports of Russian #Uranium๐จโ๐๐ณโ sending bill to White House for President Biden to sign into law;โโ๐ขโ Retaliation by #Russia feared๐ ๐ค ๐ #Nuclear #EnergySecurity #USA #HereWeGo ๐๐ https://t.co/l2P8kuMJ7E via @bpolitics Breaking๐ฐ๐ Senate approves US ban on imports of Russian #Uranium๐จโ๐๐ณโ sending"
X Link 2024-05-01T06:29Z [----] followers, 43.7K engagements
"How bad the #uranium supply situation must look that China is planning to resume operations at Azelik"
X Link 2024-05-17T14:56Z [----] followers, 24.3K engagements
"French nuclear fleet expansion goes a step further #uranium"
X Link 2024-05-24T06:47Z [----] followers, 14.2K engagements
"Boom The Government of Kazakhstan will convert US970M$ of its National Fund into 467.4B tenge to purchase Kazatomprom shares #uranium"
X Link 2024-07-15T08:13Z [----] followers, 48.2K engagements
"The unpredictability and fragility of #uranium supply will be a structural issue that as of today there is no light at the end of the tunnel"
X Link 2024-07-31T05:33Z [----] followers, 36.2K engagements
"Demand continues to increase. Buying panic on the part of the uts will set in. Due to their complacency over the years they will send #uranium prices to levels unimaginable a few years ago KEPCO (South Korea) today reiterated its commitment to nuclear power. Investments are on the rise again. Now they only have to return to their historical U3O8 purchase commitments which are much higher than today's as they have dropped by 51% in the last [--] years #uranium https://t.co/R4RHRbVaYI KEPCO (South Korea) today reiterated its commitment to nuclear power. Investments are on the rise again. Now they"
X Link 2024-08-14T06:29Z [----] followers, 25.7K engagements
"Euratom has just confirmed that the supply of conversion and enrichment for the next [--] years is depleted. With respect to U3O8 there are only crumbs left from new #uranium producers who must also turn to the spot market to meet their commitments ๐จ๐ซ#Uranium enrichers are reporting surging demand & a soaring price for enrichment SWU that's hitting new all-time industry highs๐ a leading indicator for the future price of mined #U3O8.๐๐ฎ๐ Most commodity investors don't understand the unique #Nuclear fuel contracting chain https://t.co/DYFLYzpVE4 ๐จ๐ซ#Uranium enrichers are reporting surging"
X Link 2024-08-16T06:16Z [----] followers, 31.1K engagements
"Confirmed by Chinese sources: Russian company PIMCU announced that the production of its No. [--] #uranium mine project will kick off in [----] [--] years behind schedule Until recently Rosatoms plan was that Mine [--] would come into #uranium production in [----] today theyve confirmed that it will be at best in [----] https://t.co/YRXjrfBtoV Until recently Rosatoms plan was that Mine [--] would come into #uranium production in [----] today theyve confirmed that it will be at best in [----] https://t.co/YRXjrfBtoV"
X Link 2024-08-23T11:55Z [----] followers, 11.4K engagements
"CNNC now states that Azelik will not produce #uranium in the ST because the conditions are not in place. It also warns of the current risks faced by traders due to supply uncertainty How bad the #uranium supply situation must look that China is planning to resume operations at Azelik https://t.co/brribw4KYi How bad the #uranium supply situation must look that China is planning to resume operations at Azelik https://t.co/brribw4KYi"
X Link 2024-08-24T06:48Z [----] followers, 15.6K engagements
"Over the weekend there have been more statements from the Russian side about possible #uranium export restrictions. Constellation is one of the few to acknowledge in its reports its dependence on Russia. Many western uts are in a very compromised situation Constellation #uranium https://t.co/LJKVh29ULC Constellation #uranium https://t.co/LJKVh29ULC"
X Link 2024-09-16T07:10Z [----] followers, 37.3K engagements
"A bifurcated market was foreseeable more than two years ago. Today it is a reality. Despite this the largest #uranium consumer barely produces the equivalent for one GWe. Dependence on the outside is overwhelming even embarrassing. It's time to turn it around"
X Link 2024-09-19T18:26Z [----] followers, 26.9K engagements
"When #uranium investment started 6y ago I never thought I would read this kind of news. It was always supply-driven. The growing demand is here. Now it is absolutely everyone's task not to derail this worldwide nuclear renaissance. Supply must be encouraged and must respond TECH GIANTS WANT NUCLEAR POWER โข The shuttered Three Mile Island plant is returning to service in [----] and will sell all its output to Microsoft ๐ธ Constellation to invest $1.6 billion to restart reactor as data-center power demand surges https://t.co/HCmnck5bDh TECH GIANTS WANT NUCLEAR POWER โข The shuttered Three Mile"
X Link 2024-09-20T11:45Z [----] followers, 23.5K engagements
"If Russia effectively bans the export of EUP to unfriendly countries they will also have to say goodbye to Kazakh and Uzbek #uranium exported through St Petersburg it will be a total ban from russian territory Russia appears to be progressing towards the banning of exports of certain critical materials (including uranium) to unfriendly countries. Depending on which countries fall under the unfriendly category this could be an incredible disruption to the nuclear fuels market Russia appears to be progressing towards the banning of exports of certain critical materials (including uranium) to"
X Link 2024-09-28T18:16Z [----] followers, 30.6K engagements
"Breaking news Kazatomprom shareholders to approve another major contract between KAP and CNNC #uranium https://www.kazatomprom.kz/en/media/view/notice_of_extraordinary_general_meeting_of_shareholder_of_kazatomprom https://www.kazatomprom.kz/en/media/view/notice_of_extraordinary_general_meeting_of_shareholder_of_kazatomprom"
X Link 2024-10-15T06:10Z [----] followers, 75.4K engagements
"BHP announces #uranium production 19% lower than same quarter in [----]. Demand continues to grow while supply is fragile and unreliable"
X Link 2024-10-17T07:39Z [----] followers, 38.3K engagements
"Therefore the expected #uranium production of CY2025 has been reduced from 1.1Mlbs to only 600000lb. The supply side is very very fragile. It is paradoxical that a bull market can become at least temporarily a producer's nightmare The unpredictability and fragility of #uranium supply will be a structural issue that as of today there is no light at the end of the tunnel https://t.co/GtN1NoFCKb The unpredictability and fragility of #uranium supply will be a structural issue that as of today there is no light at the end of the tunnel https://t.co/GtN1NoFCKb"
X Link 2024-11-15T06:35Z [----] followers, 19.1K engagements
"Eleven days ago Constellation the largest nuclear energy producer in the US with 21.48GWe confirmed its dependence on Russian #uranium deliveries Over the weekend there have been more statements from the Russian side about possible #uranium export restrictions. Constellation is one of the few to acknowledge in its reports its dependence on Russia. Many western uts are in a very compromised situation https://t.co/H3XPIRDkMG Over the weekend there have been more statements from the Russian side about possible #uranium export restrictions. Constellation is one of the few to acknowledge in its"
X Link 2024-11-15T19:24Z [----] followers, 20K engagements
"Kazatomprom obtains the right to explore for U3O8 in the Severnoye block. This exploration could last up to [--] years ELEVEN. New #uranium supply will take a very long time to reach the market. It is also not difficult to foresee where in the world this new supply will go"
X Link 2024-11-18T07:18Z [----] followers, 19.6K engagements
"Russia has just banned a delivery of EUP China is doing the same with other raw materials Canada is contemplating export tariffs on #uranium. and the US is barely producing enough for one GWe. The dependence and therefore the weakness of the US is colossal A bifurcated market was foreseeable more than two years ago. Today it is a reality. Despite this the largest #uranium consumer barely produces the equivalent for one GWe. Dependence on the outside is overwhelming even embarrassing. It's time to turn it around https://t.co/Z3VMmzMrsa A bifurcated market was foreseeable more than two years"
X Link 2024-12-13T12:31Z [----] followers, 19.6K engagements
"Fuel buyers have their eyes on a possible Russian license to load EUP to the US hoping that what happened three weeks ago was just a warning from Russia. At today's meeting Mishustin did not grant it either #uranium"
X Link 2024-12-17T18:45Z [----] followers, 28.5K engagements
"There are times when one must take a step back to catch one's breath and move forward with more strength. This month that step has been taken. But one must see the big #uranium picture so that the trees do not block the view of the forest. [----] can be catalogued as a trend confirmation year for U3O8 (+16% in LT price). More of the same for conversion (+43%) and SWU (+10%). Less than 110Mlb in LT contracts have been contracted [--] aprox. being the China-KAP deal. The inevitable is being delayed. In the very short term hardly any player in the nuclear cycle is interested in an abrupt price"
X Link 2024-12-31T07:07Z [----] followers, 13.4K engagements
"BOOMMMMMM JV Inkai LLP (KAP/Cameco JV) has to temporarily suspend its production activity #uranium"
X Link 2025-01-02T07:42Z [----] followers, 61.5K engagements
"Knowing the history one can always better foresee the future. Let's look at the relationship between Cameco and KAP. In [----] Cameco/PRI became a shareholder of Inkai. Inkai completed the #uranium testing in December [----] and received the license for construction in August [----]. On June [--] [----] Cameco and Kazatomprom announced the creation of a new legal entity Ulba Conversion LLP with a capacity of [-----] tons UF6. Kazatomprom would hold 51% of this plant and Cameco 49% and the CEO would be Azamat Belyalov. Cameco is committed to provide its technology. At the same time it was announced that"
X Link 2025-01-03T08:51Z [----] followers, 10.3K engagements
"The first data on Kazakhstan's total #uranium production in [----] are already available. Chinese JVs have not been able to reach the planned production. Sulfuric acid supply problems continue. It seems highly unlikely that Kazakhstan will reach its planned production in [----] all indications are that a further drop in planned production will be reported during [----]. First the plan for [----] was to produce 30500-31500tU. Then 25000-26500tU was announced. The latter amount is 12% higher than the production plan for [----] the same that has not been met by the Chinese JVs. As said a new production"
X Link 2025-01-15T05:36Z [----] followers, 72.1K engagements
"In the six years that I have been following the nuclear fuel cycle and at the same time invested in #uranium several things have become very clear to me and one of them is that utilities do not like uncertainty at all. The possible long awaited peace agreement will clear up a lot of questions for the utilities. Everything indicates that the flow of EUP from Russia to the US will continue until December [----]. After that it will not be possible. The Uts can now plan where their supplies will come from in the short medium and long term. The short and medium term uncertainty is gone if the peace"
X Link 2025-02-13T12:38Z [----] followers, 34.6K engagements
"The long-awaited replacement rate and inventory build-out will come in [----] at least in the case of Constellation with the largest US fleet of NPP with 22.07GWe. The big one always leads the others #uranium"
X Link 2025-02-19T05:07Z [----] followers, 52.1K engagements
"CGN Mining profit warning: taxes in Kazakhstan have made Kazakh #uranium no longer cheap. Cheap U3O8 is gone forever. It is up to uts to invcentivize new production. That one is in triple digit. A few years ago fuel buyers laughed when someone warned that supply would not be able to match demand for many years. Now they don't laugh they keep quiet. Tomorrow they will panic sure. All signs suggest that the point of no return has been passed"
X Link 2025-03-13T10:58Z [----] followers, 25K engagements
"4 more reactors for CGN and a total of [--] new ones approved by China for a total of US27B$. This is completely out of reach of the West. The West talks and talks and talks while the East works steadily and quietly #uranium"
X Link 2025-04-28T05:33Z [----] followers, 14.2K engagements
"$ASPI Here is the confirmation that the first commercial producer of Haleu in the West has been born. Huge contract of 15000kg/y (its only the first one of many more to come) that gives a lot of visibility to future revenues. The feedstock is already in Pelindaba with tailings generated over decades. The SMR company that wants to succeed and see its reactors generate energy has only one way to go South Africa and Asp Isotopes. Aspi a game-changing company is born"
X Link 2025-05-20T04:57Z [----] followers, [----] engagements
"Eric confirms that only $ASPI can provide the Haleu needed for the first Natrium reactor in Wyoming. He also states that they are working with Asp Isotopes for the short term (that first delivery of Haleu) as well as the long term TerraPower's Eric Williams Executive VP and COO joined a recent episode of The POWER Podcast. During the episode Eric discussed the first-of-a-kind Natrium project that is under construction in Kemmerer WY. Tune in to hear project updates and more: https://t.co/eWwGgmllVD TerraPower's Eric Williams Executive VP and COO joined a recent episode of The POWER Podcast."
X Link 2025-07-08T07:04Z [----] followers, 11.5K engagements
"$ASPI never ceases to amaze me. Long Paul & Robbie long Asp Isotopes"
X Link 2025-07-17T12:10Z [----] followers, 18.4K engagements
"Paul Mann $ASPI "I am delighted to report that the Company has now shipped the first samples of both Ytterbium-176 and Silicon-28 to customers""
X Link 2025-09-02T11:36Z [----] followers, 10.8K engagements
"$ASPI The largest Silicon-28 contract signed to date and acquired a radiopharmacy in the US"
X Link 2025-10-13T12:47Z [----] followers, 45.7K engagements
"Today is a great day for $ASPI with this major contract signed and the stock soaring. No doubt there will be down days the shorts wont give up so easily. But one thing is clear: the present and future value of Asp + QLE + Renergen + SKBL is several times the current 1.2B$ market cap"
X Link 2025-10-13T17:58Z [----] followers, 11.9K engagements
"$LODE Hood River buys a stake of 3.57%"
X Link 2025-11-14T13:14Z [----] followers, [----] engagements
"Boom CGN warns with a Profit Warning of the new situation in Kazakhstan regarding taxes. No more cheap #uranium coming from Kazakhstan its over"
X Link 2024-08-17T07:54Z [----] followers, 84.4K engagements
"The Russian ban on #uranium exports to the US went into effect yesterday. Next week the Atlantic Action II (currently in Kattegat) is (was) due to depart StPetersburg for the US with LEU. Force Majeure in the making https://news.az/news/-russia-hits-back-ban-on-uranium-exports-to-the-us https://news.az/news/-russia-hits-back-ban-on-uranium-exports-to-the-us"
X Link 2024-11-16T08:13Z [----] followers, 24.2K engagements
"Breaking news for all $Aspi shareholders: in an interview published yesterday by Energy Intelligence Terrapower CEO Chris Levesque shows full explicit support for ASP Isotopes and its QE technology. Strong words"
X Link 2024-12-14T08:47Z [----] followers, 29.9K engagements
"If we go to the origin of this #uranium contract we will see that currently the nuclear fuel cycle takes even longer. Brazil issued this RFP in May [----] and asked for immediate delivery. It had to extend the deadline by another month because no one responded not even Russia which is its usual supplier. It closed the RFP with no response it ran out of EUP. In October it again issued a new RFP with the same amount but this time asking for over [--] months delivery. Again the deadline had to be delayed by one month from November to December [----]. In January [----] the deal was closed and now it is"
X Link 2025-03-17T05:49Z [----] followers, 36.7K engagements
"BlackRock becomes the second largest shareholder of $ASPI (the first is Paul) after buying an additional [---] million shares. By Friday we should know who that single institutional investor is that bought [---] million shares at 8$ on July 23"
X Link 2025-11-12T19:20Z [----] followers, 20.1K engagements
"Where are we in terms of LT contracting compared to the previous #uranium cycle [----] was the first year of the previous cycle in which the annual consumption + inventory build-up by the uts (254Mlb in total) was contracted. It is worth noting and to give just one example"
X Link 2024-02-15T13:01Z [----] followers, 42.5K engagements
"Quantum Leap Energy LLC Announces Private Placement of Convertible Notes Led by American Ventures LLC $ASPI"
X Link 2025-11-07T14:32Z [----] followers, 27K engagements
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