#  @rana1965 Rana Rana posts on X about uranium, $yca, $pen, investment the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::49365743/interactions)  - [--] Week [---] -60% - [--] Month [------] +46% - [--] Months [-------] +169% - [--] Year [-------] -34% ### Mentions: [--] [#](/creator/twitter::49365743/posts_active)  - [--] Month [--] -25% - [--] Months [--] +92% - [--] Year [---] +40% ### Followers: [-----] [#](/creator/twitter::49365743/followers)  - [--] Week [-----] +0.14% - [--] Month [-----] +0.67% - [--] Months [-----] +4.40% - [--] Year [-----] +9.20% ### CreatorRank: [---------] [#](/creator/twitter::49365743/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [stocks](/list/stocks) [currencies](/list/currencies) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [us election](/list/us-election) [social networks](/list/social-networks) **Social topic influence** [uranium](/topic/uranium) #149, [$yca](/topic/$yca), [$pen](/topic/$pen), [investment](/topic/investment), [$nxe](/topic/$nxe), [share](/topic/share), [stocks](/topic/stocks), [prediction](/topic/prediction), [china](/topic/china), [market cap](/topic/market-cap) **Top accounts mentioned or mentioned by** [@yellowbull11](/creator/undefined) [@urtokencorgi](/creator/undefined) [@stephen57908892](/creator/undefined) [@africanlonghorn](/creator/undefined) [@praisekek](/creator/undefined) [@quakes99](/creator/undefined) [@gloffelhardt](/creator/undefined) [@goldenrock235](/creator/undefined) [@toiletkingcap](/creator/undefined) [@slocan68](/creator/undefined) [@penenergy](/creator/undefined) [@tailor488058](/creator/undefined) [@ballsmeep](/creator/undefined) [@hcrubin2009](/creator/undefined) [@silvercrisis405](/creator/undefined) [@nirvana12319](/creator/undefined) [@u308rm](/creator/undefined) [@chimaere2](/creator/undefined) [@ecomodernist1](/creator/undefined) [@bullura1](/creator/undefined) **Top assets mentioned** [Pentagon Games (PEN)](/topic/$pen) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Cameco Corporation (CCJ)](/topic/$ccj) [Uranium Energy Corp. (UEC)](/topic/$uec) [Magna International (MGA)](/topic/$mga) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Denison Mines Corp (DNN)](/topic/$dnn) [LandBridge Company LLC (LB)](/topic/$lb) [TradersCoin (TRDC)](/topic/traders) [CYGNUS (CGN)](/topic/$cgn) [BP p.l.c. (BP)](/topic/$bp) ### Top Social Posts Top posts by engagements in the last [--] hours "Total market cap of all publicly traded #uranium mining stock including Cameco $KAP $CGN = circa $47b PLUS the market cap of oil and gas giant $BP ($92b).is still less than today's market cap of Rivian $RIVN" [X Link](https://x.com/rana1965/status/1461071269307330568) 2021-11-17T20:38Z [----] followers, [--] engagements "Might we see some #uranium spot price action soon And in the right direction hopefully #EU to propose sanctions on Russias #mining industry #exploration $mining #uranium https://t.co/KvuUz2e6cM #EU to propose sanctions on Russias #mining industry #exploration $mining #uranium https://t.co/KvuUz2e6cM" [X Link](https://x.com/rana1965/status/1600197685994135553) 2022-12-06T18:37Z [----] followers, [--] engagements ""The #uranium "spot price could go crazy". Ex-Kazatomprom executive Asker Batyrbayev on financial players if they raise according to their targets this year Join us on May [--] at 10am ET as we discuss all-things #uranium with industry expert Askar Batyrbayev. Register at https://t.co/4OqDPTCcy3 https://t.co/GFC67SR9WY Join us on May [--] at 10am ET as we discuss all-things #uranium with industry expert Askar Batyrbayev. Register at https://t.co/4OqDPTCcy3 https://t.co/GFC67SR9WY" [X Link](https://x.com/rana1965/status/1654547246090788865) 2023-05-05T18:02Z [----] followers, 12.3K engagements "@zhc002 @AfricanLonghorn When I started out naively in the #uranium space $STND was one of my biggest positions and initially did very well - but unfortunately this is where it stands now. I keep it 'cos I still rather like Jon Bey but to also remind me of my naivety" [X Link](https://x.com/rana1965/status/1680218138225278976) 2023-07-15T14:09Z [----] followers, [---] engagements "@PraiseKek Yeah KEK I know what you think ๐. I hope you voted" [X Link](https://x.com/rana1965/status/1689020499672604672) 2023-08-08T21:07Z [----] followers, [---] engagements "New #uranium report: "The last time commercial inventories reached these levels in the mid-2000s prices spiked to their all-time highs of $145 per pound. We expect the same now" โจNew Research Golden Foresight: When Speculation Meets History. In this commentary we provide insights as to how gold might protect investors wealth as we progress through the coming years. --- ๐ Download here: https://t.co/JZ3ngdl08d --- #gold #investors https://t.co/U4zPediM4k โจNew Research Golden Foresight: When Speculation Meets History. In this commentary we provide insights as to how gold might protect" [X Link](https://x.com/rana1965/status/1691948073142947846) 2023-08-16T23:00Z [----] followers, 12.2K engagements ""all signs point to #uranium entering into a sustained and frenetic bull market. Prices have rallied from a [----] low of $18 to nearly $60 per pound already. Investors should act accordingly"" [X Link](https://x.com/rana1965/status/1691949134347931799) 2023-08-16T23:04Z [----] followers, [----] engagements "Expecting resistance near $60/lb as #uranium spot sellers appear but a break as we attract more investment into SPUT etc. At $65 the miners look "less un-investible" and mainstream markets take notice *hopefully* setting up for a fascinating Q4 Well we can dream" [X Link](https://x.com/rana1965/status/1692855865705939027) 2023-08-19T11:07Z [----] followers, [----] engagements "@toiletkingcap Knowing my track record for timing #uranium it will probably drop to $55" [X Link](https://x.com/rana1965/status/1693520434459734477) 2023-08-21T07:08Z [----] followers, [---] engagements "@Nirvana12319 @quakes99 @FL17112012 Well yes when the government intervenes to help "waive" them however not for major companies like my employer where sanctions are taken deadly seriously with annual detailed complusory training" [X Link](https://x.com/rana1965/status/1696101702867247187) 2023-08-28T10:05Z [----] followers, [--] engagements "article mentioning #uranium tweeting community - Game on" [X Link](https://x.com/rana1965/status/1697538974812659860) 2023-09-01T09:16Z [----] followers, 15.7K engagements "Well in [----] Craig Parry co-founder of Nexgen and Isoenergy envisaged #uranium spot price rising to as much as $300 by around 2024" [X Link](https://x.com/rana1965/status/1697648539877224526) 2023-09-01T16:32Z [----] followers, [----] engagements "I obviously believe that #uranium is still an asymmetric risk investment and have put 70% of my PF in there. I'm still at a net negative due to timing and a couple of poor choices but my conviction is as high as ever. @U308RM captures the reasons eloquently:" [X Link](https://x.com/rana1965/status/1698277522536820740) 2023-09-03T10:11Z [----] followers, [----] engagements "I've plotted the base case from the [----] Cambridge University #uranium supply prediction against the equivalent actual spot price in $/lb (in red). Is it just my bias or do I see a massive delayed pent-up spike incoming Check this out "A dynamic model of the global #uranium market and the #nuclear fuel cycle" research paper from [----] developed these #U3O8 price cycle graphs. 2nd one shows impact of a hypothetical 5000tU production loss in 2020.๐ฏ Amazing predictions: https://t.co/zaGNPVHQFm https://t.co/Qj7GHMqzFL Check this out "A dynamic model of the global #uranium market and the #nuclear" [X Link](https://x.com/rana1965/status/1698300528105513252) 2023-09-03T11:42Z [----] followers, 28K engagements "@Ziad_S_Khalaf @quakes99 Depends if the spot price rises as a result which in turn increases the value of Cameco's total reserves offsetting the impact of the lost income this financial year" [X Link](https://x.com/rana1965/status/1698478755075838117) 2023-09-03T23:31Z [----] followers, [---] engagements "@devengandhi Another $3 in the #uranium spot price and then we will start to see something" [X Link](https://x.com/rana1965/status/1700249220450808297) 2023-09-08T20:46Z [----] followers, [---] engagements "Current state of my #uranium PF. Still not quite broken even but hopefully getting there soon. Once upon a time PEN STND and AAZ were amongst my biggest investments.๐ข. Still hope for PEN. For GLO and GXU I see them as a temporary sacrifice for rest of PF gain" [X Link](https://x.com/rana1965/status/1700296113788490110) 2023-09-08T23:52Z [----] followers, [----] engagements "My best ever daily PF gain was nearly 9% on Aug 24th last year driven by a circa 70% #uranium allocation. It was a dizzy time. Hope that personal record gets smashed a few times in the coming months. Probably best not to talk about worst ever daily loss" [X Link](https://x.com/rana1965/status/1702040398011543914) 2023-09-13T19:23Z [----] followers, [----] engagements "Oh look what happened to the #uranium price - hopefully it's not a blip" [X Link](https://x.com/rana1965/status/1703451714785775700) 2023-09-17T16:51Z [----] followers, [----] engagements "@Yellowbull11 in his WNA report below implies that -50m lbs supply-demand gap is a high probability. I agree.and look where that takes us in terms of #uranium price:" [X Link](https://x.com/rana1965/status/1703456047636074715) 2023-09-17T17:09Z [----] followers, [----] engagements "@Yellowbull11 Yes it was a great recovery intra-day. Didn't expect it. Thought this week could be a correction - it may still well turn out that way - but #uranium spot price is going up and that is all I care about right now. The miners will follow" [X Link](https://x.com/rana1965/status/1703874368508473804) 2023-09-18T20:51Z [----] followers, [---] engagements "#uranium investing - why patience is a key asset see what happened last cycle: miner vs the metal" [X Link](https://x.com/rana1965/status/1704221762932686924) 2023-09-19T19:51Z [----] followers, [----] engagements "Right now we've broken $70 cue the #uranium mining stocks to start to really respond (please). I'm still below my April [----] total PF valuation.and still way negative on too many ASX stocks (e.g. $BMN)" [X Link](https://x.com/rana1965/status/1705337263318561211) 2023-09-22T21:44Z [----] followers, [----] engagements "@uraniumNI Just for you. Don't take it seriously. The uranium price is the LTC. But if compared to spot there is a serious underperformance of the miners as a market cap weighted whole" [X Link](https://x.com/rana1965/status/1705347738894778765) 2023-09-22T22:25Z [----] followers, [---] engagements "Since Sept 9th #uranium mining stocks appear to have underperformed the metal so maybe a face-ripping rally is due if we proceed to $80" [X Link](https://x.com/rana1965/status/1706444032283439588) 2023-09-25T23:02Z [----] followers, [--] engagements "Yellow Cake PLC $YCA reveals their placing offer to buy more #uranium was oversubscribed:" [X Link](https://x.com/rana1965/status/1707463219260838070) 2023-09-28T18:32Z [----] followers, [----] engagements "We could continue Friday's stomach-churning volatility for us long #uranium investors longer than we think although most are now pre-conditioned. Hoping I am wrong but could be last chance at multi-bagger entry levels. Then we have the:" [X Link](https://x.com/rana1965/status/1708206122119667881) 2023-09-30T19:44Z [----] followers, [----] engagements "Hmmm. A possible reason why #uranium miners are lagging.it's that maybe they aren't lagging at all if LTC is still only $62" [X Link](https://x.com/rana1965/status/1708530911485075539) 2023-10-01T17:14Z [----] followers, 15.8K engagements "Kazatomprom and Russia: the West better wake up soon and develop their own supply sources for #uranium. Russia and China will either be in de facto control or have majority take off or both" [X Link](https://x.com/rana1965/status/1710597673370169728) 2023-10-07T10:07Z [----] followers, [----] engagements "@U_Ag_ @finding_finance Hi Scott - interesting but what's the rationale for this correlation Unfortunately I do fear that nobody outside the industry much cares for our #uranium thesis nor ever will well not to anywhere near the extent of crypto" [X Link](https://x.com/rana1965/status/1710643130700017831) 2023-10-07T13:07Z [----] followers, [----] engagements "As the #uranium bull market appears to be taking a break I will just note that in this video out today Cameco say that on talking to big money investors "we've just seen a step change increase in understanding of just how exciting this investment opportunity is"" [X Link](https://x.com/rana1965/status/1713671705351139649) 2023-10-15T21:42Z [----] followers, [----] engagements ""Green Bull Research" who got me interested in #uranium in the first place back in [----] now expose another nuclear teaser with Cameco UEC and Nexgen in sight:" [X Link](https://x.com/rana1965/status/1713680338201808939) 2023-10-15T22:16Z [----] followers, [----] engagements "@Chimaere2 @ecomodernist1 Installed capacity is not the story it's what that capacity actually produces:" [X Link](https://x.com/rana1965/status/1713681684262981793) 2023-10-15T22:22Z [----] followers, [--] engagements "@Chimaere2 @ecomodernist1 Posting installed capacity again - and for EU which has been net decommissioning nuclear in the last [--] years to our cost" [X Link](https://x.com/rana1965/status/1713685762888098008) 2023-10-15T22:38Z [----] followers, [--] engagements "If we assume that mining stocks respond to LTC #uranium price instead of spot price then my speculative calculations are that the lowest LTC price is implied at around $63-$64/lb. Hope I am wrong and they turn out much higher at end October. Hmmm. A possible reason why #uranium miners are lagging.it's that maybe they aren't lagging at all if LTC is still only $62. https://t.co/QhMos1hKQU Hmmm. A possible reason why #uranium miners are lagging.it's that maybe they aren't lagging at all if LTC is still only $62. https://t.co/QhMos1hKQU" [X Link](https://x.com/rana1965/status/1715744621504991590) 2023-10-21T14:59Z [----] followers, [----] engagements "@GLoffelhardt @bullura1 Thanks Gerolf. If I am reading tis propertly the that means the #uranium floor price if "/=" $58 can also be anything up to $58. If so I'm wondering how this can be a floor" [X Link](https://x.com/rana1965/status/1716158416844918796) 2023-10-22T18:23Z [----] followers, [---] engagements "@FrankSt95674692 @GLoffelhardt @bullura1 Well let's run the numbers at $20 spot price with 0% discount factor $70 reference price. Then P = $45. Since $45 is /= $58 then condition is satisfied for the price to be payable at $45. The "" needs to be removed" [X Link](https://x.com/rana1965/status/1716220584390992007) 2023-10-22T22:30Z [----] followers, [--] engagements "With SPUT ZURI YCA being joined by PFYN ($500m) and maybe also ANU - along with more utilities coming to market with RFQs (such that we could already be at replacement rate contracting) then @uranium100k's #uranium price prediction could be close to reality" [X Link](https://x.com/rana1965/status/1717293422615179315) 2023-10-25T21:33Z [----] followers, [----] engagements "Bloomberg: "Hedge Funds Pile into #uranium."" [X Link](https://x.com/rana1965/status/1718582915519381853) 2023-10-29T10:57Z [----] followers, [----] engagements "@SloCan68 @PEN_Energy Been buying little chunks on the dips on the ASX such that $PEN are one of my largest #uranium holdings again. Let's hope they get to [--] Aussie cents again (and then some)" [X Link](https://x.com/rana1965/status/1719509170745979348) 2023-11-01T00:18Z [----] followers, [---] engagements "Political deals by President Tokayev with France China and Russia. There may not be enough of Kazakhstan's future #uranium to go around.Notice to utilities/countries with depleting inventories: the time is now to contract your long term U3O8 requirements" [X Link](https://x.com/rana1965/status/1723080941289996572) 2023-11-10T20:51Z [----] followers, 14.6K engagements "Current #uranium portfolio.hard to think that both Azincourt and $STND were once two of my biggest plays soon after I started out in this sector. Key lessons on value destruction" [X Link](https://x.com/rana1965/status/1726046561459720588) 2023-11-19T01:15Z [----] followers, [----] engagements "Any intel on the #uranium LT price print this month My prediction "model" is indicating it's currently in the $65-$66 range which is too much of a spread given the November 20th spot price now at $80. I will update the prediction towards the end of the month" [X Link](https://x.com/rana1965/status/1726761930004500801) 2023-11-21T00:38Z [----] followers, [----] engagements "Adjusting for inflation the [----] equivalent for the peak #uranium LT of $90/lb is $133/lb today.and the current #uranium LT price of $64/lb is only $43/lb in [----] terms. Not sure that entices many developers.try harder utes" [X Link](https://x.com/rana1965/status/1728091178317267291) 2023-11-24T16:40Z [----] followers, [----] engagements "Traded #uranium miners/developers have combined unextracted assets of c.7200m lbs (M+I+I) at a current market cap of under $50b. FWIW this could be construed as an average valuation of c.$7/lb. Extracted & drummed yellowcake is c.$80/lb in the spot market" [X Link](https://x.com/rana1965/status/1728437693829505480) 2023-11-25T15:37Z [----] followers, [----] engagements "@uraniuminsider Respectfully disagree.the one we really need is the #uranium term price print to close the spread (upwards) on the spot price" [X Link](https://x.com/rana1965/status/1730323119464739225) 2023-11-30T20:29Z [----] followers, [----] engagements "So November $66/lb term #uranium price it is Model was suggesting more like $65. Need the equities to respond a bit now. Expect December term price to start to close the huge spread with spot price hopefully in an upward manner. Q1 [----] will be VERY interesting. Any intel on the #uranium LT price print this month My prediction "model" is indicating it's currently in the $65-$66 range which is too much of a spread given the November 20th spot price now at $80. I will update the prediction towards the end of the month. Any intel on the #uranium LT price print this month My prediction "model" is" [X Link](https://x.com/rana1965/status/1730646942697361581) 2023-12-01T17:55Z [----] followers, [----] engagements "@GeoffSherb Yes. My model is quite convoluted looks at a basket of miners weighted via market cap and uses a crude-modelized NPV calculation return per miner based on their total in-ground #uranium assets by LT price to value them. Then I use a damping factor based on Cameco price response" [X Link](https://x.com/rana1965/status/1730653625838408012) 2023-12-01T18:22Z [----] followers, [---] engagements "@GeoffSherb To be more accurate market cap of a basket of miners/developers/explorers weighted by their assets in ground. I ignore the MC of those without stated M+I+I reserves" [X Link](https://x.com/rana1965/status/1730657170092445983) 2023-12-01T18:36Z [----] followers, [--] engagements "@SPeitsch @HannoKlausmeier @Yellowbull11 @Karmageddon67 Actually I now work in ultra low carbon development and we have massive investment on German wind and global solar. Still I support nuclear where we have no investment. Wind and solar and fossil fuels biggest friend" [X Link](https://x.com/rana1965/status/1733624275410501727) 2023-12-09T23:06Z [----] followers, [--] engagements "@AfricanLonghorn @quakes99 @numerco @EvoMarkets I think real stock correction (upwards) will come when term #uranium price is comfortably in the 70s. So sometime in Q1 perhaps" [X Link](https://x.com/rana1965/status/1735962017259790755) 2023-12-16T09:56Z [----] followers, [---] engagements "@toiletkingcap Looks like the #uranium spot price has only exceeded the term price for a maximum of [--] months in history before a correction happens. Usually the correction is spot dropping. Hopefully this time it's the opposite" [X Link](https://x.com/rana1965/status/1737120456350802328) 2023-12-19T14:39Z [----] followers, [---] engagements "A cloudy bear explaining ETF mechanics. and #uranium retail response" [X Link](https://x.com/rana1965/status/1737407639166800004) 2023-12-20T09:40Z [----] followers, [----] engagements "Unfortunately it does look like the #uranium equity pricing is more related to the published term price (perfectly visible though imperfect in derivation). The thinly-traded spot price is just too volatile at the moment and the market has to use something" [X Link](https://x.com/rana1965/status/1737543472364548406) 2023-12-20T18:40Z [----] followers, [---] engagements "It's happening again. The last #uranium price surge in [----] before a tsunami put nuclear back over a decade was also driven by China:" [X Link](https://x.com/rana1965/status/1737560813655740841) 2023-12-20T19:49Z [----] followers, [---] engagements "Update on actual (red) versus the Cambridge cycle prediction published in [----] (black) with latest #uranium spot price at $90. Catching up for lost time by going vertical; I think we will see well in excess of the predicted $152 spot peak. I've plotted the base case from the [----] Cambridge University #uranium supply prediction against the equivalent actual spot price in $/lb (in red). Is it just my bias or do I see a massive delayed pent-up spike incoming https://t.co/a8klzSX3pu I've plotted the base case from the [----] Cambridge University #uranium supply prediction against the equivalent" [X Link](https://x.com/rana1965/status/1737944349810561148) 2023-12-21T21:13Z [----] followers, 16.1K engagements "Update on #uranium LT price tracking. Hopefully we will see a much bigger jump in next few months given the spread with the spot price (latter at around $90) - well beyond that trendline. Small jump in August TradeTech LT #uranium price (note: revised vertical axis scale).I'll take it https://t.co/yXuRowXrXR Small jump in August TradeTech LT #uranium price (note: revised vertical axis scale).I'll take it https://t.co/yXuRowXrXR" [X Link](https://x.com/rana1965/status/1737948144305115641) 2023-12-21T21:28Z [----] followers, [----] engagements "@toiletkingcap No inflation modifications on this chart. Just plotting against the actual numbers extracted from the Cambridge paper but converted into $U3O8/lb" [X Link](https://x.com/rana1965/status/1737949000932987092) 2023-12-21T21:31Z [----] followers, [---] engagements "Crazy week in #uranium. Just made back today almost exactly what I lost a couple of day's back in the ETF shenanigans" [X Link](https://x.com/rana1965/status/1737991667662156276) 2023-12-22T00:21Z [----] followers, [----] engagements "My calculations indicate that the December #uranium long term (contract) price is going to be reported somewhat unchanged from November at c.$66 despite spot price breaking $90. Hopefully I am wrong and it's a 7-handle in which case mining equities should rip in January. I've updated the chart after the first full day of trading since the #uranium LT price was released. It's tracking a bit closer to the prediction now. Still come upward corrective movement due this month if the model is of any worth. Roll on January https://t.co/96vLT00fxu I've updated the chart after the first full day of" [X Link](https://x.com/anyuser/status/1738348661526941731) 2023-12-22T23:59Z [--] followers, [----] engagements "@vancity1979 It looks like me that equity valuations are more tended to be tracking LT and not spot however history suggests that a hugely positive "spot to LT" gap is unsustainable & see my pinned tweet what happens when the LT price goes up to $100 for equity market caps (excl dilution)" [X Link](https://x.com/rana1965/status/1738506927145922643) 2023-12-23T10:28Z [----] followers, [---] engagements "@TheByronMartin Yes it's really frustrating (unless the capital raising actually adds to the asset value)" [X Link](https://x.com/rana1965/status/1738630626964578489) 2023-12-23T18:40Z [----] followers, [--] engagements "@jeffcomeau @mineralstocks All my past #uranium predictions have been confounded by a much longer than expected timeframe so I've stopped making them. I've put my money where my mouth is that it will happen but only God knows when" [X Link](https://x.com/rana1965/status/1741903427741847893) 2024-01-01T19:25Z [----] followers, [---] engagements "They should invest in #uranium. "Private equity firms were sitting on a record $2.59tn in cash reserves"" [X Link](https://x.com/rana1965/status/1742283757761990951) 2024-01-02T20:36Z [----] followers, [---] engagements "Yellowcake PLC $YCA almost hit a 640p ATH today but pulled back at close. It's at nearly 15% discount on the #uranium spot price" [X Link](https://x.com/rana1965/status/1742310299863048544) 2024-01-02T22:22Z [----] followers, [----] engagements "Cameco have posted $68 LT on their website so either that is UXC price alone without TT's data or TT also have pegged it at $68" [X Link](https://x.com/anyuser/status/1742652222972813370) 2024-01-03T21:00Z [--] followers, [---] engagements "Hopefully on Tuesday 9th the #uranium mining equities resume to gap up due to (1) @UrTokenCorgi algo head-fake finally working (2) investors returning from leave (3) ETF dividend-cover selling completed and most optimistically (4) realisation LT price is actually now spot" [X Link](https://x.com/rana1965/status/1743376769334317309) 2024-01-05T20:59Z [----] followers, [----] engagements "Hey $NRG #uranium may be abundant as an element but it is also redundant - unless you are able to access it UnitedHealth Group $UNH JPMorgan Chase & Co. $JPM Berkshire Hathaway $BRKA Eli Lilly and Company $LLY NRG Energy $NRG Source: Goldman Sachs #stockpicks #trading UnitedHealth Group $UNH JPMorgan Chase & Co. $JPM Berkshire Hathaway $BRKA Eli Lilly and Company $LLY NRG Energy $NRG Source: Goldman Sachs #stockpicks #trading" [X Link](https://x.com/rana1965/status/1744007179034591654) 2024-01-07T14:44Z [----] followers, [---] engagements "@UrTokenCorgi I expect there could be a massive downshift next week but we will recover again. It's the #uranium way" [X Link](https://x.com/rana1965/status/1745896827197551103) 2024-01-12T19:53Z [----] followers, [---] engagements "@UrTokenCorgi" [X Link](https://x.com/rana1965/status/1749557465723584695) 2024-01-22T22:19Z [----] followers, [--] engagements "Wow @elonmusk could have bought the all the publicly-traded market cap of the #uranium mining sector with that (thus providing the source material for the substantial portion of the world's low carbon baseload electrical power.) With that they could have bought well over half the global traded #uranium miners/developers/explorers; we are still so cheap https://t.co/mWFMaB6MmQ With that they could have bought well over half the global traded #uranium miners/developers/explorers; we are still so cheap https://t.co/mWFMaB6MmQ" [X Link](https://x.com/rana1965/status/1752478673213493519) 2024-01-30T23:47Z [----] followers, [----] engagements "Updated #uranium average spot price (inflation adjusted) vs production/demand gap.I'm still seeing it The same #uranium data in time series. Do you see what I see if that blue gap isn't addressed soon https://t.co/f0p7zlJ3Kh The same #uranium data in time series. Do you see what I see if that blue gap isn't addressed soon https://t.co/f0p7zlJ3Kh" [X Link](https://x.com/rana1965/status/1753774686171799766) 2024-02-03T13:37Z [----] followers, 11.4K engagements "Updated #uranium LT tracker. Lifted above the (Excel-generated) trendline. Shame that the equities still haven't caught up even at $72 Small jump in August TradeTech LT #uranium price (note: revised vertical axis scale).I'll take it https://t.co/yXuRowXrXR Small jump in August TradeTech LT #uranium price (note: revised vertical axis scale).I'll take it https://t.co/yXuRowXrXR" [X Link](https://x.com/rana1965/status/1753776389122150728) 2024-02-03T13:44Z [----] followers, [----] engagements "@EdwardDiGi No. Orange dots are full year averaged spot price for #uranium U3O8" [X Link](https://x.com/rana1965/status/1753823298780073999) 2024-02-03T16:50Z [----] followers, [---] engagements "Yellowcake ($YCA) at 18% discount to #uranium spot price" [X Link](https://x.com/rana1965/status/1759905405826687065) 2024-02-20T11:38Z [----] followers, [----] engagements "@zaugurz Not sure if we are on the same wavelength; their market valuation is less than their physical uranium is worth at spot prices today" [X Link](https://x.com/rana1965/status/1760061577502273608) 2024-02-20T21:59Z [----] followers, [--] engagements "My model looking a bit broken right now. February LT #uranium price increased to $75 making the mining sector look increasingly investable but the equity market appears unconcerned on supply vs demand gap. Roll on March 15th. Okay valuations for miners are considerably underperforming expectations despite LT #uranium price rising to $72/lb for Jan. I'm expecting a correction towards the expected line driven by the smaller end of the market cap.hopefully by end of Q1. https://t.co/pzmkKSKfEq Okay valuations for miners are considerably underperforming expectations despite LT #uranium price" [X Link](https://x.com/rana1965/status/1765537929340846284) 2024-03-07T00:40Z [----] followers, [----] engagements "@sniffpetrol Hmmm could have been. from what I remember the side windows after the 2nd seat row were massively sloped downwards (like the previous generation Honda CRV but much uglier). The clay model was red" [X Link](https://x.com/rana1965/status/1769804137309360185) 2024-03-18T19:12Z [----] followers, [---] engagements "I've always thought that larger more generalist investment would think the #uranium sector more investable as we get to $75 LT. They appear to be doing the due diligence and are starting to take positions "A key development in recent months has been the entry of large generalist funds and institutional investors into the #Uranium sector.๐ฆ Fidelity for instance purchased an 8% stake in @Paladin_Energy for $300 Million. Their involvement validates the bullish uranium thesis"๐ค ๐ "A key development in recent months has been the entry of large generalist funds and institutional investors into" [X Link](https://x.com/rana1965/status/1770188191762411880) 2024-03-19T20:38Z [----] followers, [----] engagements "today: Belgium says EU must wean itself away from Russiian #uranium "as fast as possible" http://FT.com http://FT.com" [X Link](https://x.com/rana1965/status/1771866416582455805) 2024-03-24T11:47Z [----] followers, [----] engagements "Was today a #uranium ETF portfolio rebalance Sure felt like one - with Mega (and a few others I am heavy in) taking an 8+% dump whilst many others were up" [X Link](https://x.com/rana1965/status/1773463661144596892) 2024-03-28T21:34Z [----] followers, [----] engagements "Shocking floods affecting "entire swathes of Kazakhstan" destroying villages and livelihoods. Not sure if this affects #uranium producing areas. Vast floods in Kazakhstan have destroyed villages and carried away livestock. Social media is filled with images of people clambering for safety onto the roofs of their homes as rescue helicopters circle above. https://t.co/xSzxN7QwVT Vast floods in Kazakhstan have destroyed villages and carried away livestock. Social media is filled with images of people clambering for safety onto the roofs of their homes as rescue helicopters circle above." [X Link](https://x.com/rana1965/status/1773739932323897488) 2024-03-29T15:52Z [----] followers, [----] engagements "#uranium investors.note the date repeat note the date. This could be it. A repeat of Inkai flooding in [----] and Cigar Lake in 2006" [X Link](https://x.com/rana1965/status/1774729020971651482) 2024-04-01T09:22Z [----] followers, 13.2K engagements "@SloCan68 Love to visit Slovenia the countryside looks like a fairy tale scene. One of my professional heroes hailed from there" [X Link](https://x.com/rana1965/status/1779543691398443313) 2024-04-14T16:14Z [----] followers, [---] engagements "What happened to the planned Kazakhstan-based ANU physical #uranium fund Has it been abandoned because "there is simply not enough uranium".or is it still going #bullish_either_way" [X Link](https://x.com/rana1965/status/1782161653913550880) 2024-04-21T21:37Z [----] followers, [----] engagements "Goehring and Rozencwajg: "The worlds two largest producers are now both short of #uranium.these inventories would soon deplete entirely making this cycle different.we predicted the uranium bull market would soon become chaotic that period is now upon us"" [X Link](https://x.com/rana1965/status/1783208141100048723) 2024-04-24T18:55Z [----] followers, 104.6K engagements ""Somewhat bullish" #uranium. Bloomberg ETF expert with [------] followers says ETFs should double in asset value in [--] months Uranium ETFs now at $5b in assets. We predict $10b by end of [----] (massive for theme). Halfway there as catalysts keep coming (plants opening in US) and these ETFs fit in port as hot sauce compliment (not competition) to cheap beta core. New from me today on BI ETF go https://t.co/iNvMgonAkZ Uranium ETFs now at $5b in assets. We predict $10b by end of [----] (massive for theme). Halfway there as catalysts keep coming (plants opening in US) and these ETFs fit in port as hot" [X Link](https://x.com/rana1965/status/1787484104906183073) 2024-05-06T14:06Z [----] followers, [----] engagements "@RealRickRule Wrong so very wrong. Mark Carney was very highly thought of in the UK when he was BoE Governor. Wish we could have him as our PM. Our Brexit venture would be even more of an economic disaster without him" [X Link](https://x.com/rana1965/status/1788644430951428441) 2024-05-09T18:57Z [----] followers, [---] engagements "#Cameco $500m debenture announcement. #uranium $CCO $CCJ" [X Link](https://x.com/rana1965/status/1793035156497813718) 2024-05-21T21:44Z [----] followers, [----] engagements "@capnek123 Enjoying a sunny FA Cup Final day" [X Link](https://x.com/rana1965/status/1794417557480346108) 2024-05-25T17:17Z [----] followers, [---] engagements "Might be useful extra income for materials co-mining of some companies in the #uranium sector https://www.cbc.ca/news/world/us-dpa-money-mines-canada-analysis-1.7214664 https://www.cbc.ca/news/world/us-dpa-money-mines-canada-analysis-1.7214664" [X Link](https://x.com/rana1965/status/1794773041828053165) 2024-05-26T16:50Z [----] followers, [----] engagements "I'm not a gambling man but even I might consider taking a 3x leveraged play on the #uranium spot price being walked down a $ or so in the final days of the month. Spot #Uranium: 8975/9075 USc/Lb #U3O8 (-142c -1.57%) https://t.co/tSEWxxxQRa Spot #Uranium: 8975/9075 USc/Lb #U3O8 (-142c -1.57%) https://t.co/tSEWxxxQRa" [X Link](https://x.com/rana1965/status/1795604829609595252) 2024-05-28T23:55Z [----] followers, [----] engagements "Re-entering the #uranium market after [--] months due to property transactions. Looks like the timing to re-enter is working out well due to all the macro & other headwinds. Just grateful to get back in at a point lower than where I had to liquidate. Thesis just getting stronger" [X Link](https://x.com/rana1965/status/1819673813027627404) 2024-08-03T09:56Z [----] followers, [----] engagements "#uranium mining sector: % price rise from current needed to meet [--] week high" [X Link](https://x.com/rana1965/status/1825172710797783518) 2024-08-18T14:07Z [----] followers, [----] engagements "@Twiter3107 @philtiend [---] euro/kg #uranium is roughly USD90/lb.sounds perfectly reasonable to me as a LT price" [X Link](https://x.com/rana1965/status/1830587686035374227) 2024-09-02T12:44Z [----] followers, [---] engagements "#uranium article from EI: might explain recent relative spot market inactivity given the rather glorious news flow" [X Link](https://x.com/rana1965/status/1838538608334020888) 2024-09-24T11:18Z [----] followers, [----] engagements "I should have wrote "relative static spot price" rather than "relative spot market inactivity". Apologies" [X Link](https://x.com/rana1965/status/1838539329884365135) 2024-09-24T11:21Z [----] followers, [---] engagements "Update on performance since Aug [--] for some #uranium sector stocks compared to 52w highs. #uranium mining sector: % price rise from current needed to meet [--] week high https://t.co/ePk7OkfmUu #uranium mining sector: % price rise from current needed to meet [--] week high https://t.co/ePk7OkfmUu" [X Link](https://x.com/rana1965/status/1842874688998875329) 2024-10-06T10:28Z [----] followers, [----] engagements "Not sure that #uranium major $KAP will delist or not from the LSE but this article sees to be an underpinning element of @quakes99 thesis: @TheMongrel_Cat That's definitely still on my #Uranium prophecies tablet.๐ฎ๐งโ Even more so given recent news that $KAP finds it too expensive to ship to the West preferring to redirect their exports to China & Russia and the potential now for Russian to ban shipments of uranium out of St. https://t.co/QCiUqstZqI @TheMongrel_Cat That's definitely still on my #Uranium prophecies tablet.๐ฎ๐งโ Even more so given recent news that $KAP finds it too expensive to" [X Link](https://x.com/rana1965/status/1843260013164601586) 2024-10-07T12:00Z [----] followers, [----] engagements "@UrTokenCorgi Global holders are mere amateurs us Standard #Uranium & Azincourt hodlers are the real pros" [X Link](https://x.com/rana1965/status/1845973777361846323) 2024-10-14T23:43Z [----] followers, [---] engagements "Updated for YTD [----] #uranium spot price average ( I have assume supply gap is same as 2023) #uranium - can you see it Dedicated to those of us living through the frustration. https://t.co/aK0IGuZlbY #uranium - can you see it Dedicated to those of us living through the frustration. https://t.co/aK0IGuZlbY" [X Link](https://x.com/rana1965/status/1847348309138296985) 2024-10-18T18:45Z [----] followers, [----] engagements "So the roller coaster experience returns to #uranium sector. Last [--] days now is net -ve in my PF. Looks like all the AI-related nuclear news flow money has dried up. We need news of increased contract activity to start coming in and a related response by the moribund spot price" [X Link](https://x.com/rana1965/status/1848815549901324689) 2024-10-22T19:55Z [----] followers, [----] engagements "Only one trade reported in #uranium spot market last week. One. The uranium spot market is nuts. Nuclear power provides 10% of world's electrical demand and only one trade reported. FNArena Uranium Week deserves a quick thread this week. Some of this you may know about or it may be the first time. https://t.co/7e4Yb3Izpu #uranium spot prices dropped by $2.00/lb. based on ONE trade. That's it That was the entire spot volume last week./1 https://t.co/rOZdGv0p88 FNArena Uranium Week deserves a quick thread this week. Some of this you may know about or it may be the first time." [X Link](https://x.com/rana1965/status/1851071746780082620) 2024-10-29T01:21Z [----] followers, [----] engagements "#uranium monthly prices. It's all trending up so we can expect some more highly selective market reporting" [X Link](https://x.com/rana1965/status/1853419691001209332) 2024-11-04T12:51Z [----] followers, [----] engagements "@BlaughJoseph Yes you can see #uranium spot added later in my thread. Spot market is so thinly traded as to be basically non-existent at the moment so not a reliable indicator unless you zoom out beyond [--] months" [X Link](https://x.com/rana1965/status/1853473693583790533) 2024-11-04T16:25Z [----] followers, [---] engagements "#uranium spot cumulative volume in [----] is tracking under average monthly data. This is the so-called "thinly traded" spot market. The utility action is in the LT and/or EUP markets and/or being pent up waiting for a sudden supply glut to crash prices" [X Link](https://x.com/rana1965/status/1855302006023327800) 2024-11-09T17:30Z [----] followers, [----] engagements "@MessiDuvet My take-away is it's basically tending to confirm thought that the #uranium spot price is becoming increasing irrelevant to reality as the utility activity shifts more toward (opaquer) LT contracts. Or EUP imports" [X Link](https://x.com/rana1965/status/1855364140610572388) 2024-11-09T21:37Z [----] followers, [---] engagements "Since we saw the #uranium spot price peak early in [----] the volatility in traded spot volume has been wild compared to previous year. #uranium spot cumulative volume in [----] is tracking under average monthly data. This is the so-called "thinly traded" spot market. The utility action is in the LT and/or EUP markets and/or being pent up waiting for a sudden supply glut to crash prices. https://t.co/w4jj75188l #uranium spot cumulative volume in [----] is tracking under average monthly data. This is the so-called "thinly traded" spot market. The utility action is in the LT and/or EUP markets and/or" [X Link](https://x.com/rana1965/status/1855380022967640134) 2024-11-09T22:40Z [----] followers, [----] engagements "The [----] standard deviation of monthly reported #uranium spot price is 40% higher than the previous [--] year average" [X Link](https://x.com/rana1965/status/1855381569986277658) 2024-11-09T22:46Z [----] followers, [---] engagements "@uranium100k @UrTokenCorgi @uraniumAD Look forward to his release. All that tequila was affecting his sensibilities about a $500/lb #uranium spot - there's only so much alcohol a small dog can take" [X Link](https://x.com/rana1965/status/1856020339538424094) 2024-11-11T17:05Z [----] followers, [---] engagements "@tailor488058 @Nirvana12319 Can you link evidence for Trump considering tariffs on Kazakhstan" [X Link](https://x.com/rana1965/status/1856035703127191876) 2024-11-11T18:06Z [----] followers, [--] engagements "@tailor488058 Why (apart from pressure from a certain pressure group) would Trump sacrifice young US lives to generate a conflict with Iran And what has that got do with uranium investments Even their mortal enemies the Saudis are negotiating with Iran these days" [X Link](https://x.com/rana1965/status/1856036627136540850) 2024-11-11T18:09Z [----] followers, [--] engagements "@toom3856 @tailor488058 Indeed and what did I say that conflicts with that; the "pressure group" I refer to are not the Saudis" [X Link](https://x.com/rana1965/status/1856068335164612646) 2024-11-11T20:15Z [----] followers, [--] engagements "Standard #Uranium $STND - is this the first ever hint of good news Here's hoping my formerly huge speculation (in an admittedly nice baseball cap) will eventually come good" [X Link](https://x.com/rana1965/status/1857795196903129107) 2024-11-16T14:37Z [----] followers, [---] engagements "With all these recent #uranium "Cigar Lake Moments" when will we have a Cigar Lake Moment that really is a Cigar Lake Moment If indeed the Cigar Lake flood was the catalyst for that bull run - I'm thinking it was more incidental rather than instrumental. @PhilippeRe86075 @MorganB18596978 @SloCan68 I have not in all my [--] years in this game seen a uranium market where supply is in such disarray and demand outstripping current and future planned supply. Bullish.that is an understatement. @PhilippeRe86075 @MorganB18596978 @SloCan68 I have not in all my [--] years in this game seen a uranium market" [X Link](https://x.com/rana1965/status/1858182911381356998) 2024-11-17T16:18Z [----] followers, [----] engagements "Anyone know why Peninsula Energy doing so poorly in this rather green #uranium day $PEN $urg $500mil mc $pen $120.make this make sense. It dosent #uranium $urg $500mil mc $pen $120.make this make sense. It dosent #uranium" [X Link](https://x.com/rana1965/status/1858587909156221021) 2024-11-18T19:07Z [----] followers, [----] engagements "@TomEk51628489 @ballsmeep Interestingly I made a huge chunk of my current net wealth on UEX (now part of UEC) & their CEO Roger L was equally disliked by many. I am surprised that $PEN being so much closer to production than others up hugely today are being shat upon" [X Link](https://x.com/rana1965/status/1858599213380034768) 2024-11-18T19:52Z [----] followers, [---] engagements "@richoffuranium @TomEk51628489 @ballsmeep I think @TomEk51628489 called it. Best to sit on known assets and use investors' cash for sponsorship rather than actively develop assets and reveal that #uranium mining is difficult. Investors are punishing $PEN for getting off their arses and trying to produce" [X Link](https://x.com/rana1965/status/1858615897885462733) 2024-11-18T20:58Z [----] followers, [---] engagements "Big shock to my PF today to see a huge drop. Looking deeper it was my massive #uranium bag holding in Peninsula $PEN that had almost evaporated. Then remembered about the 20:1 share consolidation - phew" [X Link](https://x.com/rana1965/status/1861051124368777727) 2024-11-25T14:15Z [----] followers, [----] engagements "Niger #uranium: "In the last three months at least [---] ex-combatants from different groups have laid down their arms to participate in the development of the country. According to reliable sources by the end of [----] [--] other groups will surrender" $glo $glatf #uranium $glo $glatf #uranium" [X Link](https://x.com/rana1965/status/1861896319335268581) 2024-11-27T22:14Z [----] followers, [----] engagements "An app for listening to music is worth about 2x the combined market cap of all the publicly traded #uranium miners. Help me understand Spotify - it just crossed $100B in market cap and I'm not an investor. I had the chance to invest while it was private and I got a fundamental assumption wrong and I'm still not exactly sure what I missed. My assumption: I thought the artists and record https://t.co/RnpxV6Lv0Q Help me understand Spotify - it just crossed $100B in market cap and I'm not an investor. I had the chance to invest while it was private and I got a fundamental assumption wrong and I'm" [X Link](https://x.com/rana1965/status/1865914627864825970) 2024-12-09T00:21Z [----] followers, [----] engagements "'Tis but a scratch.#uranium investing" [X Link](https://x.com/rana1965/status/1866556528578134451) 2024-12-10T18:52Z [----] followers, [---] engagements "My personal #uranium outlook for the next [--] months still stands. Methinks things will get spicy after January. Especially if opposition politics hot up in a certain central Asian country. #uranium prediction this week. Spot pushes down with traders fixing forward buying prices. Mining stocks could follow with additional downward torque possible as tax loss season approaches for some countries. Not expecting great things in the short term hope to be wrong #uranium prediction this week. Spot pushes down with traders fixing forward buying prices. Mining stocks could follow with additional" [X Link](https://x.com/rana1965/status/1868441977215389886) 2024-12-15T23:44Z [----] followers, [----] engagements "Kazatomprom changes partners from Russia to China on two of their JV #uranium mines. China's clean nuclear energy transition goals are real" [X Link](https://x.com/rana1965/status/1869067216739778772) 2024-12-17T17:08Z [----] followers, [----] engagements "Energy Intelligence on #uranium spot price - traders disagree on what's about to happen" [X Link](https://x.com/rana1965/status/1870486343455056329) 2024-12-21T15:07Z [----] followers, [----] engagements "@todouranio Well Enzo the #uranium term price is up nicely and PF has been up nicely from a lot of my holdings despite the current sentiment. But because of what happened in Niger & general ASX depression I have given up hope of getting into [--] figures (USD) although you never know" [X Link](https://x.com/rana1965/status/1870578704495026383) 2024-12-21T21:14Z [----] followers, [---] engagements "Unlike crypto bros dreaming of wen lambo (& finally being able to buy them) this #uranium bro has a different but more distant dream. https://x.com/BBC_TopGear/status/1871858576865784242 Kimera evo37 review: more enticing to drive than any modern supercar โก https://t.co/9CmSwhuBMH https://t.co/op8vochuBL https://x.com/BBC_TopGear/status/1871858576865784242 Kimera evo37 review: more enticing to drive than any modern supercar โก https://t.co/9CmSwhuBMH https://t.co/op8vochuBL" [X Link](https://x.com/rana1965/status/1871863571187171438) 2024-12-25T10:20Z [----] followers, [---] engagements "@TradingHurst Thanks for your work David Just one think I don't understand your analysis cycle data shows a #uranium troughing end-of-month'ish followed by a peaking mid-April and I get that but this counters what you write in your webpage:" [X Link](https://x.com/rana1965/status/1877446529151058013) 2025-01-09T20:05Z [----] followers, [---] engagements "Another update tracking actual #uranium spot price vs prediction from [----]. Is it all over No I am still bullish Why Rooney underpredicted secondary market inventories which have damped spot rise. UxC say from [----] such inventories show almost 95% drop from [----] level Update on tracking Rooney et al (2015) #uranium price prediction model: https://t.co/i2vZQvi5IO Update on tracking Rooney et al (2015) #uranium price prediction model: https://t.co/i2vZQvi5IO" [X Link](https://x.com/rana1965/status/1878070390762643937) 2025-01-11T13:24Z [----] followers, 16K engagements "Are we back #uranium" [X Link](https://x.com/rana1965/status/1882214266155204994) 2025-01-22T23:50Z [----] followers, [----] engagements "Then I asked what happens to this #uranium model if Niger's and Nexgen's new mines are delayed by [--] years" [X Link](https://x.com/rana1965/status/1884010353891463656) 2025-01-27T22:47Z [----] followers, [----] engagements "Okay may not be right but the reasoning was VERY impressive" [X Link](https://x.com/rana1965/status/1884010879613870369) 2025-01-27T22:49Z [----] followers, [---] engagements "The I asked what happens if all new #uranium mining capacity outside of Kazakhstan was delayed by [--] years. It looks like market is already pricing in a [--] year delay expectation LOL" [X Link](https://x.com/rana1965/status/1884013375736500585) 2025-01-27T22:59Z [----] followers, [---] engagements "@GB90396548 Okay how do you know I support West Ham" [X Link](https://x.com/rana1965/status/1884014279831306245) 2025-01-27T23:03Z [----] followers, [---] engagements "#uranium mining is hard especially for new mines as $PEN & $GLO are finding out for different reasons.Below Deepseek models the uranium spot price if all new mines were subject to a [--] year delay (in purple) in response to a [----] high demand scenario (upper line). The I asked what happens if all new #uranium mining capacity outside of Kazakhstan was delayed by [--] years. It looks like market is already pricing in a [--] year delay expectation LOL https://t.co/IIh0ua6kSH The I asked what happens if all new #uranium mining capacity outside of Kazakhstan was delayed by [--] years. It looks like market is" [X Link](https://x.com/rana1965/status/1885126346264695132) 2025-01-31T00:41Z [----] followers, [----] engagements "UK nuclear planning reforms #uranium" [X Link](https://x.com/rana1965/status/1887421366233657768) 2025-02-06T08:41Z [----] followers, [----] engagements "Iberdrola warns energy prices will soar if Spain shuts nuclear plants via @ft #uranium https://www.ft.com/content/4224da9e-dbc5-4aec-85b3-1ce793228086 https://www.ft.com/content/4224da9e-dbc5-4aec-85b3-1ce793228086" [X Link](https://x.com/rana1965/status/1902796123015983550) 2025-03-20T18:55Z [----] followers, [----] engagements "What no #uranium end-of-month spot price "walk down" Numerco Spot #uranium US$64.25/lb U3O8 #U3O8 as reported by https://t.co/8Zc5RoTnGf 2025-03-29 01:53:31 Numerco Spot #uranium US$64.25/lb U3O8 #U3O8 as reported by https://t.co/8Zc5RoTnGf 2025-03-29 01:53:31" [X Link](https://x.com/rana1965/status/1905953814890398158) 2025-03-29T12:02Z [----] followers, [---] engagements "When I worked in the auto engineering sector a few decades ago a visionary manager of mine remarked on a particularly difficult situation "Sometimes Rana we need a breakdown before a breakthrough occurs" The #uranium sector appears to be close to breakdown right now. Read More ๐ #Uranium #Nuclear https://t.co/7TJ5txy9yl Read More ๐ #Uranium #Nuclear https://t.co/7TJ5txy9yl" [X Link](https://x.com/rana1965/status/1906765760929607786) 2025-03-31T17:49Z [----] followers, [---] engagements "Putin ready to disrupt #uranium supplies to USA not just through Russia but also via influence on the Kazakhstan and Uzbekistan.(below is translation from Russian) "Eurasianet: Uranium maneuver: Putin could disrupt import of strategic raw materials to the West" April [--] [----] https://t.co/zk9cYyDwdH "Eurasianet: Uranium maneuver: Putin could disrupt import of strategic raw materials to the West" April [--] [----] https://t.co/zk9cYyDwdH" [X Link](https://x.com/rana1965/status/1909993112304484487) 2025-04-09T15:33Z [----] followers, [----] engagements "Another catalyst for #uranium spot price KAP JV with Rosatom delayed. JV Budenovskoye LLP has "significant delays" as project development has stalled. https://t.co/xByyQSgSUY JV Budenovskoye LLP has "significant delays" as project development has stalled. https://t.co/xByyQSgSUY" [X Link](https://x.com/rana1965/status/1921923245910991038) 2025-05-12T13:39Z [----] followers, [---] engagements "After mistakenly peeping at my #uranium PF today and seeing another big red number (thanks mainly to ASX & UEC) seeing this really helped Uraniums back baby. Equities are climbing. Spot has rebounded. Carry trades are booming. But the market Still sleepy. Heres why the next leg up might hit harder than you think: (A thread for the yellowcake faithful) #Uranium #NuclearEnergy #MiningStocks Uraniums back baby. Equities are climbing. Spot has rebounded. Carry trades are booming. But the market Still sleepy. Heres why the next leg up might hit harder than you think: (A thread for the yellowcake" [X Link](https://x.com/rana1965/status/1924552399110230254) 2025-05-19T19:47Z [----] followers, [----] engagements "@Richard39810858 Rainy season in Kazakhstan is over" [X Link](https://x.com/rana1965/status/1928336551009726598) 2025-05-30T06:23Z [----] followers, [--] engagements "Istanbul if you hadn't already guessed" [X Link](https://x.com/rana1965/status/1928958553202545093) 2025-05-31T23:35Z [----] followers, [---] engagements "Maybe I should have visited Global's zinc company whilst I was in Turkey/Trkiye. I own quite a bit of it" [X Link](https://x.com/rana1965/status/1928959099154145385) 2025-05-31T23:37Z [----] followers, [---] engagements "If the market thinks $NXE will be producing at-scale #uranium this side of [----] they are severely mistaken - the management is just freeloading at this stage the frivolous F1 spend being exemplar. I say this as a $NXE investor & also working in F1. EXPLOSIVE news for $NXE shareholders. This might the biggest date in this small companies fight for success. Sunday December [--] [----] THIS YEAR. [---] days from now. Formula [--] season will end. And management will be able to get back to building a #uranium mining company. https://t.co/7uVC6hJu5y EXPLOSIVE news for $NXE shareholders. This might the" [X Link](https://x.com/rana1965/status/1931519950918705575) 2025-06-08T01:13Z [----] followers, [----] engagements "More like [----] now for $NXE's #uranium assuming they are even up to it. Getting mining operations ready in tough territory is way different to sipping cocktails at glam F1 circuits in Monaco Las Vegas or Singapore. $NXE confirmed first time production after [----] @mountaingoat672 #nuclear #uranium $PDN $CCJ $UEC $GLO $DNN https://t.co/TRxd9xEYPt $NXE confirmed first time production after [----] @mountaingoat672 #nuclear #uranium $PDN $CCJ $UEC $GLO $DNN https://t.co/TRxd9xEYPt" [X Link](https://x.com/rana1965/status/1932021376136687947) 2025-06-09T10:26Z [----] followers, [----] engagements "Folks what happened to Bannerman $BMN on the ASX last night - almost down 10% Shorts increasing or what And if so why Also why do Australian investors really love to denigrate their #uranium miners Beginning to regret taking such a big position in the ASX. $BMN is pleased to report on the quarter ended [--] March [----]. The quarter saw continued progress at the Etango Uranium Project with significant developments across a range of key workstreams โ See the quarter highlights below & read the full report here: https://t.co/IcWNtqsZTQ https://t.co/6vNfIAZbgI $BMN is pleased to report on the" [X Link](https://x.com/rana1965/status/1932768091412529474) 2025-06-11T11:53Z [----] followers, [----] engagements "@Tztar Thanks - any reason why this is the case" [X Link](https://x.com/rana1965/status/1932773236145860838) 2025-06-11T12:13Z [----] followers, [---] engagements "#uranium juniors $URNJ vs $Cameco. Still quite a bit of catching up to do with Cameco after the drop over winter" [X Link](https://x.com/rana1965/status/1939397544582189383) 2025-06-29T18:56Z [----] followers, [----] engagements "Big divergence from mid Feb 2024" [X Link](https://x.com/rana1965/status/1939401331581554917) 2025-06-29T19:11Z [----] followers, [---] engagements "Cantor modelling [--] year delay to Nexgen's $NXE #uranium start. Their [----] volumes shown below are STILL too optimistic" [X Link](https://x.com/rana1965/status/1942201752985465041) 2025-07-07T12:39Z [----] followers, [----] engagements "Not saying that Nexgen's seriously wealthy and profligate management are telling porky pies.but they are. #uranium will hopefully soar once this is formally outed" [X Link](https://x.com/rana1965/status/1942202466025582999) 2025-07-07T12:42Z [----] followers, [---] engagements "For us Peninsula $PEN #uranium bagholders er I mean patient investors if you didn't already know" [X Link](https://x.com/rana1965/status/1944799334668652923) 2025-07-14T16:41Z [----] followers, [----] engagements "@PraiseKek Unfortunately muggins here bought $DYL in April [----] so not such a great #uranium performer for me as Cameco" [X Link](https://x.com/rana1965/status/1945980375441850498) 2025-07-17T22:54Z [----] followers, [---] engagements "@GoUranium I make that about 200m lbs #uranium from that graph. Might be manageable via stocks with the big assumption that they would all be such liquid trades but doubt that certain countries will allow trade to those short especially with tariffs looming large" [X Link](https://x.com/rana1965/status/1948141907084759226) 2025-07-23T22:03Z [----] followers, [---] engagements "@GoUranium Also I will wager anyone that $NXE's Rook project is not going to be producing that amount in [----] nor 2032" [X Link](https://x.com/rana1965/status/1948142196328407139) 2025-07-23T22:04Z [----] followers, [---] engagements "Typical annual #uranium U3O8 demand for nuclear power generation is between 160m-180m lb/y. So far only around 30m lb has been contracted. So if [----] is to be a typical year in total demand then quite a bit of purchasing needs to happen Bullish" [X Link](https://x.com/rana1965/status/1952439339574509808) 2025-08-04T18:39Z [----] followers, [----] engagements "I watched "The Big Short" again last night. Wonder if the [----] WNA London Conference will be another replay of the American Securitization Conference #uranium" [X Link](https://x.com/rana1965/status/1953859296380256508) 2025-08-08T16:42Z [----] followers, [----] engagements "#uranium spot price now on the move up today - but say EI: "Spot Market Quiet as Participants Await September Conference" https://www.energyintel.com/00000198-ad85-d7c8-a3df-afdf784f0000 https://www.energyintel.com/00000198-ad85-d7c8-a3df-afdf784f0000" [X Link](https://x.com/rana1965/status/1957487241862717470) 2025-08-18T16:58Z [----] followers, [----] engagements "Usual month end #uranium spot price walk down didn't happen this month with spot currently at $75/lb. The WNA conference next week in London should prove very interesting" [X Link](https://x.com/rana1965/status/1961380062848016805) 2025-08-29T10:47Z [----] followers, [----] engagements "@U308RM Unfortunately my guess is that they continue an optimistic view on supply. Difficulties in existing #uranium mines and gritty realities of starting up mines won't be appreciated by analysts who never leave cosy desks & just take "facts" as they are presented on their screens" [X Link](https://x.com/rana1965/status/1962891797585101179) 2025-09-02T14:54Z [----] followers, [---] engagements "I hear this WNA [----] graph was constructed BEFORE around [--] million tonnes U of cuts to [----] #uranium production was recently announced by Kazatomprom Cameco and others. Also it is U3O8 "price insensitive" - it assumes all new supply WILL come onboard so "Catch 22"" [X Link](https://x.com/rana1965/status/1964296208391807356) 2025-09-06T11:54Z [----] followers, 10.3K engagements "https://x.com/rana1965/status/1964300840862093653 WNA [----] reference scenario corrected for recent #uranium supply announcements for [----] (have left other years untouched) https://t.co/36ykGkD7IL https://x.com/rana1965/status/1964300840862093653 WNA [----] reference scenario corrected for recent #uranium supply announcements for [----] (have left other years untouched) https://t.co/36ykGkD7IL" [X Link](https://x.com/rana1965/status/1964301926624825729) 2025-09-06T12:17Z [----] followers, [---] engagements "EI on WNA 2025: "the enormous reduction in secondary supply forecasts prompted disagreements so bitter that the reports conclusions were not agreed just four days before finalization Energy Intelligence understands". 1/3 #uranium" [X Link](https://x.com/rana1965/status/1965002835885768779) 2025-09-08T10:42Z [----] followers, [----] engagements ""The delay may have been in part also due to late production changes from uranium producers Cameco and Kazatomprom."Everyone had all year to offer suggestions but in the last week suddenly everyone has problems" one utility source told Energy Intelligence." 2/3 #uranium" [X Link](https://x.com/rana1965/status/1965003267030794356) 2025-09-08T10:44Z [----] followers, [---] engagements "@Alpha_Getti There's no rhyme or reason to #uranium movements in the ASX as my PF will attest Left for dust by the TSX and NYSE" [X Link](https://x.com/rana1965/status/1967687585389760561) 2025-09-15T20:30Z [----] followers, [---] engagements "Back to $76/lb. Have to admit I will be #uranium spot price watching the next few weeks assuming today's pop it lasts more than @PraiseKek's prediction of [--] hours" [X Link](https://x.com/rana1965/status/1967689078498828356) 2025-09-15T20:36Z [----] followers, [----] engagements "@BullsNBearsWA @PEN_Energy @wabusinessnews I understand $UEC has also only produced one drum of #uranium in recent times but its valuation is around 70x that of $PEN $PENMF" [X Link](https://x.com/rana1965/status/1968279688012497059) 2025-09-17T11:43Z [----] followers, [---] engagements "@_U308_ @BullsNBearsWA @PEN_Energy @wabusinessnews Can't complain about UECthey bought my UEX stock and I benefited from subsequent gain within my pension fund.just wish Peninsula would go the same way" [X Link](https://x.com/rana1965/status/1968285649859199224) 2025-09-17T12:07Z [----] followers, [--] engagements "This is why you pay for services of @uraniuminsider and @Yellowbull11 to help you understand the #uranium maze" [X Link](https://x.com/rana1965/status/1970197976841867759) 2025-09-22T18:46Z [----] followers, [---] engagements "@LlpStock Was 3% as you can see in the image then spot price increased after YCA trading closed on FTSE so hopefully YCA price shifts up when it opens" [X Link](https://x.com/rana1965/status/1970557106031071371) 2025-09-23T18:33Z [----] followers, [--] engagements "@GLoffelhardt I think YCA only takes the Numerco #uranium spot feed whilst the "spot price oracle" averages price reporting" [X Link](https://x.com/rana1965/status/1971614125366391289) 2025-09-26T16:33Z [----] followers, [---] engagements "@contrarian8888 https://www.fitchratings.com/research/sovereigns/fitch-affirms-namibia-at-bb-outlook-negative-15-07-2021#::text=Namibia%20has%20a%20medium%20WBGIa%20moderate%20level%20of%20corruption https://www.fitchratings.com/research/sovereigns/fitch-affirms-namibia-at-bb-outlook-negative-15-07-2021#::text=Namibia%20has%20a%20medium%20WBGIa%20moderate%20level%20of%20corruption" [X Link](https://x.com/rana1965/status/1480930068360798210) 2022-01-11T15:50Z [----] followers, [--] engagements "Have any UK based $UEX shareholders received their $UEC allocation yet It was my largest #uranium holding after $YCA so my PF showing a massive hole at the moment" [X Link](https://x.com/rana1965/status/1564279197765455875) 2022-08-29T15:49Z [----] followers, [--] engagements "@AfricanLonghorn Best wishes to my fellow $STND bagholder" [X Link](https://x.com/rana1965/status/1680155109525684224) 2023-07-15T09:59Z [----] followers, [---] engagements "BHP's FY23 Olympic Dam #uranium revenue is c.$1b (=$3357t*2600lbU/t*56$/lbU*2) if they allegedly dispose in the spot markets. If true this is not "loose change" - either BHP should enter into LTCs at higher & stable prices.or that damned dam should flood @hchris999 BHP sold 37% of their annual production in June quarter from Olympic Dam - [----] t https://t.co/bh9dV754tf @hchris999 BHP sold 37% of their annual production in June quarter from Olympic Dam - [----] t https://t.co/bh9dV754tf" [X Link](https://x.com/rana1965/status/1687889267920338944) 2023-08-05T18:12Z [----] followers, [----] engagements "@AfricanLonghorn Good luck $STND was a big part of my holding once upon a time. But my stupidity is investing in $AAZ has been my biggest wealth destructor" [X Link](https://x.com/rana1965/status/1771864245463863721) 2024-03-24T11:38Z [----] followers, [---] engagements "My investments into #uranium co $UEX morphed into significant holding in Amir Adnani's $UEC. Amazingly Amir has now set up with ex-UK PM Boris Johnson who then employs the most controversial Lordship appointee https://x.com/SangitaMyska/status/1832100100413251743 First a peerage now a plum job (alongside guess who) why does Boris keep promoting Charlotte Owen An fascinating bit of reporting by @arusbridger https://t.co/RMOIp77SSW https://x.com/SangitaMyska/status/1832100100413251743 First a peerage now a plum job (alongside guess who) why does Boris keep promoting Charlotte Owen An" [X Link](https://x.com/rana1965/status/1832345085364625497) 2024-09-07T09:08Z [----] followers, [---] engagements "@nukeadvocate Me too. Though I have had that level of actual loss with $STD and $AAZ.so won't be the first time" [X Link](https://x.com/rana1965/status/1861172840885895370) 2024-11-25T22:19Z [----] followers, [---] engagements "Asked Deepseek to write a model to predict #uranium price based upon future high demand scenario. It assumed all new mines would come in on time and gave this. In green is actual spot price data" [X Link](https://x.com/rana1965/status/1884008898627264823) 2025-01-27T22:41Z [----] followers, [----] engagements "FWIW a graph of approximate #uranium market cap (today in USD) per lb of U3O8 assets in the ground (in terms of M+I+I). If Peninsula & Lotus can ever get producing in next [--] to [--] months they would be looking quite juicy at today's pricing" [X Link](https://x.com/rana1965/status/1886557867383161115) 2025-02-03T23:30Z [----] followers, [----] engagements "Malawi order retracted - focus was supposed to be on gemstones (so not including #uranium) $LOT Theres been some chatter that Malawi temporarily banned exports of all minerals. While there was a release about this it has quickly been retracted. Appears it should have been restricted to gemstones. $LOT #Uranium https://t.co/ohP0N7YAsl Theres been some chatter that Malawi temporarily banned exports of all minerals. While there was a release about this it has quickly been retracted. Appears it should have been restricted to gemstones. $LOT #Uranium https://t.co/ohP0N7YAsl" [X Link](https://x.com/rana1965/status/1890714503731372405) 2025-02-15T10:47Z [----] followers, [---] engagements "@TradingHurst Is the 150day #uranium cycle looking a bit broken would be really interested in your take on this" [X Link](https://x.com/rana1965/status/1895456273317154958) 2025-02-28T12:49Z [----] followers, [---] engagements "@AndyJay16634390 Well they were until Feb last year. But who knows what will now happen to #uranium juniors history is rhyming so much. Although I hold a lot of $YCA I am also heavily invested in the juniors" [X Link](https://x.com/rana1965/status/1939430365170724961) 2025-06-29T21:06Z [----] followers, [---] engagements "#uranium demand.Inventory-led to production-led. "We are in the shift now" - Golden Rock Research. @TreeFarmerBC @Dont_hate_U308 @hchris999 @Yellowbull11 Inventory is a dynamic concept. When prices ran to $107 it unlocked a lot of inventory. All normal. This industry is transitioning from inventory led to production led. Were in the shift now IMO. @TreeFarmerBC @Dont_hate_U308 @hchris999 @Yellowbull11 Inventory is a dynamic concept. When prices ran to $107 it unlocked a lot of inventory. All normal. This industry is transitioning from inventory led to production led. Were in the shift now IMO" [X Link](https://x.com/rana1965/status/1941271443410649348) 2025-07-04T23:02Z [----] followers, [----] engagements "London FTSE's most shorted stock is #uranium stock Yellowcake PLC $YCA @TheRoaringKitty article about YCApubl.3 July: "According to latest (2 July) figures from the Financial Conduct AuthorityYellow Cakes (LSE:YCA) the most shorted FTSE stock.Eight investors have borrowed 6.92% of the companys shares in the hope that they fall in value" https://t.co/bKvlV8eo8a article about YCApubl.3 July: "According to latest (2 July) figures from the Financial Conduct AuthorityYellow Cakes (LSE:YCA) the most shorted FTSE stock.Eight investors have borrowed 6.92% of the companys shares in the hope that they" [X Link](https://x.com/rana1965/status/1943986529946177558) 2025-07-12T10:51Z [----] followers, [----] engagements "Physical #uranium holder Yellowcake $YCA is no longer FTSE's most shorted stock but still in the top [--]. London FTSE's most shorted stock is #uranium stock Yellowcake PLC $YCA @TheRoaringKitty London FTSE's most shorted stock is #uranium stock Yellowcake PLC $YCA @TheRoaringKitty" [X Link](https://x.com/rana1965/status/1945966477879762968) 2025-07-17T21:58Z [----] followers, [----] engagements "@iamrofe Indeed - interestingly looking at the history $YCA and the #uranium juniors are tracking very similarly but Cameco $CCO $CCJ is on another level" [X Link](https://x.com/rana1965/status/1945972345841082382) 2025-07-17T22:22Z [----] followers, [---] engagements "Top performing #uranium Cameco $CCO $CCJ appears to be displaying Livermore's accumulation cylinder" [X Link](https://x.com/rana1965/status/1945975071933087977) 2025-07-17T22:33Z [----] followers, [----] engagements "@hcrubin2009 @goldenrock235 No I was busy this weekend" [X Link](https://x.com/rana1965/status/1952441366799143380) 2025-08-04T18:47Z [----] followers, [---] engagements "@hcrubin2009 @goldenrock235 Glad the numbers tie up with Tim's" [X Link](https://x.com/rana1965/status/1952445643177292126) 2025-08-04T19:04Z [----] followers, [---] engagements "Bullish for #uranium Both @oceanwall2 and @goldenrock235 issue emails today commenting on the Korean RFP for U3O8 supply. You should subscribe to their emails if not already doing so. Will be interesting how the WNA London conference participants view this in early September" [X Link](https://x.com/rana1965/status/1953854271083991101) 2025-08-08T16:22Z [----] followers, [----] engagements "Superimposing Global X #uranium fund performance to date over its 5-year seasonality chart (blue) perhaps fund's non-mining stock are biasing this year's recent performance ๐Many #Canada/US #Uranium #mining #stocks rallied into the close today๐โโto kick off another trading week filled with more bullish #Nuclear news๐ฐ๐heading towards the @WorldNuclear [----] London Symposium in September๐ฅโ๐ still tracking with typical U sector seasonality๐ค ๐ https://t.co/MjjebilUze ๐Many #Canada/US #Uranium #mining #stocks rallied into the close today๐โโto kick off another trading week filled with more" [X Link](https://x.com/rana1965/status/1958278050627621292) 2025-08-20T21:20Z [----] followers, [----] engagements "#uranium investment company $YCA is still highly shorted in the UK FTSE. With the WNA conference ongoing supply vs mining gap and revised [----] $KAP production guidance I'm hoping my current loss position will correct itself Physical #uranium holder Yellowcake $YCA is no longer FTSE's most shorted stock but still in the top [--]. https://t.co/cuu6zU20Iw Physical #uranium holder Yellowcake $YCA is no longer FTSE's most shorted stock but still in the top [--]. https://t.co/cuu6zU20Iw" [X Link](https://x.com/rana1965/status/1958936817342042327) 2025-08-22T16:58Z [----] followers, [----] engagements "Incredible remuneration for #uranium company Nexgen $NXE that didn't extract a single joule of energy from the ground (& probably won't until next decade because ."mining is hard") compared to one that did" [X Link](https://x.com/rana1965/status/1959925227099500675) 2025-08-25T10:26Z [----] followers, 19.1K engagements "I hold more stock in Nexgen (& by proxy in $MGA) than bp because the world is nuts and I'm not going to right it" [X Link](https://x.com/rana1965/status/1959925424806363364) 2025-08-25T10:26Z [----] followers, [---] engagements "$MGA Mega #Uranium have a market cap of CA$109m but hold nearly CA$200m in equity holdings. of with 96% is in "#uranium-linked former F1 sponsor" Nexgen $NXE If you want get exposure to $NXE at a discount then this might be it" [X Link](https://x.com/rana1965/status/1959932964403339324) 2025-08-25T10:56Z [----] followers, [----] engagements "These are the shorters of #uranium FTSE investment vehicle Yellowcake ($YCA). Yellowcake #uranium fund: strangely it is the UK's 3rd most shorted share.we know what's coming. https://t.co/uAbfRP2f8G Yellowcake #uranium fund: strangely it is the UK's 3rd most shorted share.we know what's coming. https://t.co/uAbfRP2f8G" [X Link](https://x.com/rana1965/status/1961196198976479509) 2025-08-28T22:36Z [----] followers, [----] engagements "Even the dumb AI chatbot on Copilot sees it.#uranium $YCA shorts will be covering the positions soon" [X Link](https://x.com/rana1965/status/1961196795826262023) 2025-08-28T22:38Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@rana1965 RanaRana posts on X about uranium, $yca, $pen, investment the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance countries cryptocurrencies travel destinations stocks currencies technology brands automotive brands us election social networks
Social topic influence uranium #149, $yca, $pen, investment, $nxe, share, stocks, prediction, china, market cap
Top accounts mentioned or mentioned by @yellowbull11 @urtokencorgi @stephen57908892 @africanlonghorn @praisekek @quakes99 @gloffelhardt @goldenrock235 @toiletkingcap @slocan68 @penenergy @tailor488058 @ballsmeep @hcrubin2009 @silvercrisis405 @nirvana12319 @u308rm @chimaere2 @ecomodernist1 @bullura1
Top assets mentioned Pentagon Games (PEN) NexGen Energy Ltd. (NXE) Cameco Corporation (CCJ) Uranium Energy Corp. (UEC) Magna International (MGA) Clear Channel Outdoor Holdings, Inc. (CCO) Denison Mines Corp (DNN) LandBridge Company LLC (LB) TradersCoin (TRDC) CYGNUS (CGN) BP p.l.c. (BP)
Top posts by engagements in the last [--] hours
"Total market cap of all publicly traded #uranium mining stock including Cameco $KAP $CGN = circa $47b PLUS the market cap of oil and gas giant $BP ($92b).is still less than today's market cap of Rivian $RIVN"
X Link 2021-11-17T20:38Z [----] followers, [--] engagements
"Might we see some #uranium spot price action soon And in the right direction hopefully #EU to propose sanctions on Russias #mining industry #exploration $mining #uranium https://t.co/KvuUz2e6cM #EU to propose sanctions on Russias #mining industry #exploration $mining #uranium https://t.co/KvuUz2e6cM"
X Link 2022-12-06T18:37Z [----] followers, [--] engagements
""The #uranium "spot price could go crazy". Ex-Kazatomprom executive Asker Batyrbayev on financial players if they raise according to their targets this year Join us on May [--] at 10am ET as we discuss all-things #uranium with industry expert Askar Batyrbayev. Register at https://t.co/4OqDPTCcy3 https://t.co/GFC67SR9WY Join us on May [--] at 10am ET as we discuss all-things #uranium with industry expert Askar Batyrbayev. Register at https://t.co/4OqDPTCcy3 https://t.co/GFC67SR9WY"
X Link 2023-05-05T18:02Z [----] followers, 12.3K engagements
"@zhc002 @AfricanLonghorn When I started out naively in the #uranium space $STND was one of my biggest positions and initially did very well - but unfortunately this is where it stands now. I keep it 'cos I still rather like Jon Bey but to also remind me of my naivety"
X Link 2023-07-15T14:09Z [----] followers, [---] engagements
"@PraiseKek Yeah KEK I know what you think ๐. I hope you voted"
X Link 2023-08-08T21:07Z [----] followers, [---] engagements
"New #uranium report: "The last time commercial inventories reached these levels in the mid-2000s prices spiked to their all-time highs of $145 per pound. We expect the same now" โจNew Research Golden Foresight: When Speculation Meets History. In this commentary we provide insights as to how gold might protect investors wealth as we progress through the coming years. --- ๐ Download here: https://t.co/JZ3ngdl08d --- #gold #investors https://t.co/U4zPediM4k โจNew Research Golden Foresight: When Speculation Meets History. In this commentary we provide insights as to how gold might protect"
X Link 2023-08-16T23:00Z [----] followers, 12.2K engagements
""all signs point to #uranium entering into a sustained and frenetic bull market. Prices have rallied from a [----] low of $18 to nearly $60 per pound already. Investors should act accordingly""
X Link 2023-08-16T23:04Z [----] followers, [----] engagements
"Expecting resistance near $60/lb as #uranium spot sellers appear but a break as we attract more investment into SPUT etc. At $65 the miners look "less un-investible" and mainstream markets take notice hopefully setting up for a fascinating Q4 Well we can dream"
X Link 2023-08-19T11:07Z [----] followers, [----] engagements
"@toiletkingcap Knowing my track record for timing #uranium it will probably drop to $55"
X Link 2023-08-21T07:08Z [----] followers, [---] engagements
"@Nirvana12319 @quakes99 @FL17112012 Well yes when the government intervenes to help "waive" them however not for major companies like my employer where sanctions are taken deadly seriously with annual detailed complusory training"
X Link 2023-08-28T10:05Z [----] followers, [--] engagements
"article mentioning #uranium tweeting community - Game on"
X Link 2023-09-01T09:16Z [----] followers, 15.7K engagements
"Well in [----] Craig Parry co-founder of Nexgen and Isoenergy envisaged #uranium spot price rising to as much as $300 by around 2024"
X Link 2023-09-01T16:32Z [----] followers, [----] engagements
"I obviously believe that #uranium is still an asymmetric risk investment and have put 70% of my PF in there. I'm still at a net negative due to timing and a couple of poor choices but my conviction is as high as ever. @U308RM captures the reasons eloquently:"
X Link 2023-09-03T10:11Z [----] followers, [----] engagements
"I've plotted the base case from the [----] Cambridge University #uranium supply prediction against the equivalent actual spot price in $/lb (in red). Is it just my bias or do I see a massive delayed pent-up spike incoming Check this out "A dynamic model of the global #uranium market and the #nuclear fuel cycle" research paper from [----] developed these #U3O8 price cycle graphs. 2nd one shows impact of a hypothetical 5000tU production loss in 2020.๐ฏ Amazing predictions: https://t.co/zaGNPVHQFm https://t.co/Qj7GHMqzFL Check this out "A dynamic model of the global #uranium market and the #nuclear"
X Link 2023-09-03T11:42Z [----] followers, 28K engagements
"@Ziad_S_Khalaf @quakes99 Depends if the spot price rises as a result which in turn increases the value of Cameco's total reserves offsetting the impact of the lost income this financial year"
X Link 2023-09-03T23:31Z [----] followers, [---] engagements
"@devengandhi Another $3 in the #uranium spot price and then we will start to see something"
X Link 2023-09-08T20:46Z [----] followers, [---] engagements
"Current state of my #uranium PF. Still not quite broken even but hopefully getting there soon. Once upon a time PEN STND and AAZ were amongst my biggest investments.๐ข. Still hope for PEN. For GLO and GXU I see them as a temporary sacrifice for rest of PF gain"
X Link 2023-09-08T23:52Z [----] followers, [----] engagements
"My best ever daily PF gain was nearly 9% on Aug 24th last year driven by a circa 70% #uranium allocation. It was a dizzy time. Hope that personal record gets smashed a few times in the coming months. Probably best not to talk about worst ever daily loss"
X Link 2023-09-13T19:23Z [----] followers, [----] engagements
"Oh look what happened to the #uranium price - hopefully it's not a blip"
X Link 2023-09-17T16:51Z [----] followers, [----] engagements
"@Yellowbull11 in his WNA report below implies that -50m lbs supply-demand gap is a high probability. I agree.and look where that takes us in terms of #uranium price:"
X Link 2023-09-17T17:09Z [----] followers, [----] engagements
"@Yellowbull11 Yes it was a great recovery intra-day. Didn't expect it. Thought this week could be a correction - it may still well turn out that way - but #uranium spot price is going up and that is all I care about right now. The miners will follow"
X Link 2023-09-18T20:51Z [----] followers, [---] engagements
"#uranium investing - why patience is a key asset see what happened last cycle: miner vs the metal"
X Link 2023-09-19T19:51Z [----] followers, [----] engagements
"Right now we've broken $70 cue the #uranium mining stocks to start to really respond (please). I'm still below my April [----] total PF valuation.and still way negative on too many ASX stocks (e.g. $BMN)"
X Link 2023-09-22T21:44Z [----] followers, [----] engagements
"@uraniumNI Just for you. Don't take it seriously. The uranium price is the LTC. But if compared to spot there is a serious underperformance of the miners as a market cap weighted whole"
X Link 2023-09-22T22:25Z [----] followers, [---] engagements
"Since Sept 9th #uranium mining stocks appear to have underperformed the metal so maybe a face-ripping rally is due if we proceed to $80"
X Link 2023-09-25T23:02Z [----] followers, [--] engagements
"Yellow Cake PLC $YCA reveals their placing offer to buy more #uranium was oversubscribed:"
X Link 2023-09-28T18:32Z [----] followers, [----] engagements
"We could continue Friday's stomach-churning volatility for us long #uranium investors longer than we think although most are now pre-conditioned. Hoping I am wrong but could be last chance at multi-bagger entry levels. Then we have the:"
X Link 2023-09-30T19:44Z [----] followers, [----] engagements
"Hmmm. A possible reason why #uranium miners are lagging.it's that maybe they aren't lagging at all if LTC is still only $62"
X Link 2023-10-01T17:14Z [----] followers, 15.8K engagements
"Kazatomprom and Russia: the West better wake up soon and develop their own supply sources for #uranium. Russia and China will either be in de facto control or have majority take off or both"
X Link 2023-10-07T10:07Z [----] followers, [----] engagements
"@U_Ag_ @finding_finance Hi Scott - interesting but what's the rationale for this correlation Unfortunately I do fear that nobody outside the industry much cares for our #uranium thesis nor ever will well not to anywhere near the extent of crypto"
X Link 2023-10-07T13:07Z [----] followers, [----] engagements
"As the #uranium bull market appears to be taking a break I will just note that in this video out today Cameco say that on talking to big money investors "we've just seen a step change increase in understanding of just how exciting this investment opportunity is""
X Link 2023-10-15T21:42Z [----] followers, [----] engagements
""Green Bull Research" who got me interested in #uranium in the first place back in [----] now expose another nuclear teaser with Cameco UEC and Nexgen in sight:"
X Link 2023-10-15T22:16Z [----] followers, [----] engagements
"@Chimaere2 @ecomodernist1 Installed capacity is not the story it's what that capacity actually produces:"
X Link 2023-10-15T22:22Z [----] followers, [--] engagements
"@Chimaere2 @ecomodernist1 Posting installed capacity again - and for EU which has been net decommissioning nuclear in the last [--] years to our cost"
X Link 2023-10-15T22:38Z [----] followers, [--] engagements
"If we assume that mining stocks respond to LTC #uranium price instead of spot price then my speculative calculations are that the lowest LTC price is implied at around $63-$64/lb. Hope I am wrong and they turn out much higher at end October. Hmmm. A possible reason why #uranium miners are lagging.it's that maybe they aren't lagging at all if LTC is still only $62. https://t.co/QhMos1hKQU Hmmm. A possible reason why #uranium miners are lagging.it's that maybe they aren't lagging at all if LTC is still only $62. https://t.co/QhMos1hKQU"
X Link 2023-10-21T14:59Z [----] followers, [----] engagements
"@GLoffelhardt @bullura1 Thanks Gerolf. If I am reading tis propertly the that means the #uranium floor price if "/=" $58 can also be anything up to $58. If so I'm wondering how this can be a floor"
X Link 2023-10-22T18:23Z [----] followers, [---] engagements
"@FrankSt95674692 @GLoffelhardt @bullura1 Well let's run the numbers at $20 spot price with 0% discount factor $70 reference price. Then P = $45. Since $45 is /= $58 then condition is satisfied for the price to be payable at $45. The "" needs to be removed"
X Link 2023-10-22T22:30Z [----] followers, [--] engagements
"With SPUT ZURI YCA being joined by PFYN ($500m) and maybe also ANU - along with more utilities coming to market with RFQs (such that we could already be at replacement rate contracting) then @uranium100k's #uranium price prediction could be close to reality"
X Link 2023-10-25T21:33Z [----] followers, [----] engagements
"Bloomberg: "Hedge Funds Pile into #uranium.""
X Link 2023-10-29T10:57Z [----] followers, [----] engagements
"@SloCan68 @PEN_Energy Been buying little chunks on the dips on the ASX such that $PEN are one of my largest #uranium holdings again. Let's hope they get to [--] Aussie cents again (and then some)"
X Link 2023-11-01T00:18Z [----] followers, [---] engagements
"Political deals by President Tokayev with France China and Russia. There may not be enough of Kazakhstan's future #uranium to go around.Notice to utilities/countries with depleting inventories: the time is now to contract your long term U3O8 requirements"
X Link 2023-11-10T20:51Z [----] followers, 14.6K engagements
"Current #uranium portfolio.hard to think that both Azincourt and $STND were once two of my biggest plays soon after I started out in this sector. Key lessons on value destruction"
X Link 2023-11-19T01:15Z [----] followers, [----] engagements
"Any intel on the #uranium LT price print this month My prediction "model" is indicating it's currently in the $65-$66 range which is too much of a spread given the November 20th spot price now at $80. I will update the prediction towards the end of the month"
X Link 2023-11-21T00:38Z [----] followers, [----] engagements
"Adjusting for inflation the [----] equivalent for the peak #uranium LT of $90/lb is $133/lb today.and the current #uranium LT price of $64/lb is only $43/lb in [----] terms. Not sure that entices many developers.try harder utes"
X Link 2023-11-24T16:40Z [----] followers, [----] engagements
"Traded #uranium miners/developers have combined unextracted assets of c.7200m lbs (M+I+I) at a current market cap of under $50b. FWIW this could be construed as an average valuation of c.$7/lb. Extracted & drummed yellowcake is c.$80/lb in the spot market"
X Link 2023-11-25T15:37Z [----] followers, [----] engagements
"@uraniuminsider Respectfully disagree.the one we really need is the #uranium term price print to close the spread (upwards) on the spot price"
X Link 2023-11-30T20:29Z [----] followers, [----] engagements
"So November $66/lb term #uranium price it is Model was suggesting more like $65. Need the equities to respond a bit now. Expect December term price to start to close the huge spread with spot price hopefully in an upward manner. Q1 [----] will be VERY interesting. Any intel on the #uranium LT price print this month My prediction "model" is indicating it's currently in the $65-$66 range which is too much of a spread given the November 20th spot price now at $80. I will update the prediction towards the end of the month. Any intel on the #uranium LT price print this month My prediction "model" is"
X Link 2023-12-01T17:55Z [----] followers, [----] engagements
"@GeoffSherb Yes. My model is quite convoluted looks at a basket of miners weighted via market cap and uses a crude-modelized NPV calculation return per miner based on their total in-ground #uranium assets by LT price to value them. Then I use a damping factor based on Cameco price response"
X Link 2023-12-01T18:22Z [----] followers, [---] engagements
"@GeoffSherb To be more accurate market cap of a basket of miners/developers/explorers weighted by their assets in ground. I ignore the MC of those without stated M+I+I reserves"
X Link 2023-12-01T18:36Z [----] followers, [--] engagements
"@SPeitsch @HannoKlausmeier @Yellowbull11 @Karmageddon67 Actually I now work in ultra low carbon development and we have massive investment on German wind and global solar. Still I support nuclear where we have no investment. Wind and solar and fossil fuels biggest friend"
X Link 2023-12-09T23:06Z [----] followers, [--] engagements
"@AfricanLonghorn @quakes99 @numerco @EvoMarkets I think real stock correction (upwards) will come when term #uranium price is comfortably in the 70s. So sometime in Q1 perhaps"
X Link 2023-12-16T09:56Z [----] followers, [---] engagements
"@toiletkingcap Looks like the #uranium spot price has only exceeded the term price for a maximum of [--] months in history before a correction happens. Usually the correction is spot dropping. Hopefully this time it's the opposite"
X Link 2023-12-19T14:39Z [----] followers, [---] engagements
"A cloudy bear explaining ETF mechanics. and #uranium retail response"
X Link 2023-12-20T09:40Z [----] followers, [----] engagements
"Unfortunately it does look like the #uranium equity pricing is more related to the published term price (perfectly visible though imperfect in derivation). The thinly-traded spot price is just too volatile at the moment and the market has to use something"
X Link 2023-12-20T18:40Z [----] followers, [---] engagements
"It's happening again. The last #uranium price surge in [----] before a tsunami put nuclear back over a decade was also driven by China:"
X Link 2023-12-20T19:49Z [----] followers, [---] engagements
"Update on actual (red) versus the Cambridge cycle prediction published in [----] (black) with latest #uranium spot price at $90. Catching up for lost time by going vertical; I think we will see well in excess of the predicted $152 spot peak. I've plotted the base case from the [----] Cambridge University #uranium supply prediction against the equivalent actual spot price in $/lb (in red). Is it just my bias or do I see a massive delayed pent-up spike incoming https://t.co/a8klzSX3pu I've plotted the base case from the [----] Cambridge University #uranium supply prediction against the equivalent"
X Link 2023-12-21T21:13Z [----] followers, 16.1K engagements
"Update on #uranium LT price tracking. Hopefully we will see a much bigger jump in next few months given the spread with the spot price (latter at around $90) - well beyond that trendline. Small jump in August TradeTech LT #uranium price (note: revised vertical axis scale).I'll take it https://t.co/yXuRowXrXR Small jump in August TradeTech LT #uranium price (note: revised vertical axis scale).I'll take it https://t.co/yXuRowXrXR"
X Link 2023-12-21T21:28Z [----] followers, [----] engagements
"@toiletkingcap No inflation modifications on this chart. Just plotting against the actual numbers extracted from the Cambridge paper but converted into $U3O8/lb"
X Link 2023-12-21T21:31Z [----] followers, [---] engagements
"Crazy week in #uranium. Just made back today almost exactly what I lost a couple of day's back in the ETF shenanigans"
X Link 2023-12-22T00:21Z [----] followers, [----] engagements
"My calculations indicate that the December #uranium long term (contract) price is going to be reported somewhat unchanged from November at c.$66 despite spot price breaking $90. Hopefully I am wrong and it's a 7-handle in which case mining equities should rip in January. I've updated the chart after the first full day of trading since the #uranium LT price was released. It's tracking a bit closer to the prediction now. Still come upward corrective movement due this month if the model is of any worth. Roll on January https://t.co/96vLT00fxu I've updated the chart after the first full day of"
X Link 2023-12-22T23:59Z [--] followers, [----] engagements
"@vancity1979 It looks like me that equity valuations are more tended to be tracking LT and not spot however history suggests that a hugely positive "spot to LT" gap is unsustainable & see my pinned tweet what happens when the LT price goes up to $100 for equity market caps (excl dilution)"
X Link 2023-12-23T10:28Z [----] followers, [---] engagements
"@TheByronMartin Yes it's really frustrating (unless the capital raising actually adds to the asset value)"
X Link 2023-12-23T18:40Z [----] followers, [--] engagements
"@jeffcomeau @mineralstocks All my past #uranium predictions have been confounded by a much longer than expected timeframe so I've stopped making them. I've put my money where my mouth is that it will happen but only God knows when"
X Link 2024-01-01T19:25Z [----] followers, [---] engagements
"They should invest in #uranium. "Private equity firms were sitting on a record $2.59tn in cash reserves""
X Link 2024-01-02T20:36Z [----] followers, [---] engagements
"Yellowcake PLC $YCA almost hit a 640p ATH today but pulled back at close. It's at nearly 15% discount on the #uranium spot price"
X Link 2024-01-02T22:22Z [----] followers, [----] engagements
"Cameco have posted $68 LT on their website so either that is UXC price alone without TT's data or TT also have pegged it at $68"
X Link 2024-01-03T21:00Z [--] followers, [---] engagements
"Hopefully on Tuesday 9th the #uranium mining equities resume to gap up due to (1) @UrTokenCorgi algo head-fake finally working (2) investors returning from leave (3) ETF dividend-cover selling completed and most optimistically (4) realisation LT price is actually now spot"
X Link 2024-01-05T20:59Z [----] followers, [----] engagements
"Hey $NRG #uranium may be abundant as an element but it is also redundant - unless you are able to access it UnitedHealth Group $UNH JPMorgan Chase & Co. $JPM Berkshire Hathaway $BRKA Eli Lilly and Company $LLY NRG Energy $NRG Source: Goldman Sachs #stockpicks #trading UnitedHealth Group $UNH JPMorgan Chase & Co. $JPM Berkshire Hathaway $BRKA Eli Lilly and Company $LLY NRG Energy $NRG Source: Goldman Sachs #stockpicks #trading"
X Link 2024-01-07T14:44Z [----] followers, [---] engagements
"@UrTokenCorgi I expect there could be a massive downshift next week but we will recover again. It's the #uranium way"
X Link 2024-01-12T19:53Z [----] followers, [---] engagements
"@UrTokenCorgi"
X Link 2024-01-22T22:19Z [----] followers, [--] engagements
"Wow @elonmusk could have bought the all the publicly-traded market cap of the #uranium mining sector with that (thus providing the source material for the substantial portion of the world's low carbon baseload electrical power.) With that they could have bought well over half the global traded #uranium miners/developers/explorers; we are still so cheap https://t.co/mWFMaB6MmQ With that they could have bought well over half the global traded #uranium miners/developers/explorers; we are still so cheap https://t.co/mWFMaB6MmQ"
X Link 2024-01-30T23:47Z [----] followers, [----] engagements
"Updated #uranium average spot price (inflation adjusted) vs production/demand gap.I'm still seeing it The same #uranium data in time series. Do you see what I see if that blue gap isn't addressed soon https://t.co/f0p7zlJ3Kh The same #uranium data in time series. Do you see what I see if that blue gap isn't addressed soon https://t.co/f0p7zlJ3Kh"
X Link 2024-02-03T13:37Z [----] followers, 11.4K engagements
"Updated #uranium LT tracker. Lifted above the (Excel-generated) trendline. Shame that the equities still haven't caught up even at $72 Small jump in August TradeTech LT #uranium price (note: revised vertical axis scale).I'll take it https://t.co/yXuRowXrXR Small jump in August TradeTech LT #uranium price (note: revised vertical axis scale).I'll take it https://t.co/yXuRowXrXR"
X Link 2024-02-03T13:44Z [----] followers, [----] engagements
"@EdwardDiGi No. Orange dots are full year averaged spot price for #uranium U3O8"
X Link 2024-02-03T16:50Z [----] followers, [---] engagements
"Yellowcake ($YCA) at 18% discount to #uranium spot price"
X Link 2024-02-20T11:38Z [----] followers, [----] engagements
"@zaugurz Not sure if we are on the same wavelength; their market valuation is less than their physical uranium is worth at spot prices today"
X Link 2024-02-20T21:59Z [----] followers, [--] engagements
"My model looking a bit broken right now. February LT #uranium price increased to $75 making the mining sector look increasingly investable but the equity market appears unconcerned on supply vs demand gap. Roll on March 15th. Okay valuations for miners are considerably underperforming expectations despite LT #uranium price rising to $72/lb for Jan. I'm expecting a correction towards the expected line driven by the smaller end of the market cap.hopefully by end of Q1. https://t.co/pzmkKSKfEq Okay valuations for miners are considerably underperforming expectations despite LT #uranium price"
X Link 2024-03-07T00:40Z [----] followers, [----] engagements
"@sniffpetrol Hmmm could have been. from what I remember the side windows after the 2nd seat row were massively sloped downwards (like the previous generation Honda CRV but much uglier). The clay model was red"
X Link 2024-03-18T19:12Z [----] followers, [---] engagements
"I've always thought that larger more generalist investment would think the #uranium sector more investable as we get to $75 LT. They appear to be doing the due diligence and are starting to take positions "A key development in recent months has been the entry of large generalist funds and institutional investors into the #Uranium sector.๐ฆ Fidelity for instance purchased an 8% stake in @Paladin_Energy for $300 Million. Their involvement validates the bullish uranium thesis"๐ค ๐ "A key development in recent months has been the entry of large generalist funds and institutional investors into"
X Link 2024-03-19T20:38Z [----] followers, [----] engagements
"today: Belgium says EU must wean itself away from Russiian #uranium "as fast as possible" http://FT.com http://FT.com"
X Link 2024-03-24T11:47Z [----] followers, [----] engagements
"Was today a #uranium ETF portfolio rebalance Sure felt like one - with Mega (and a few others I am heavy in) taking an 8+% dump whilst many others were up"
X Link 2024-03-28T21:34Z [----] followers, [----] engagements
"Shocking floods affecting "entire swathes of Kazakhstan" destroying villages and livelihoods. Not sure if this affects #uranium producing areas. Vast floods in Kazakhstan have destroyed villages and carried away livestock. Social media is filled with images of people clambering for safety onto the roofs of their homes as rescue helicopters circle above. https://t.co/xSzxN7QwVT Vast floods in Kazakhstan have destroyed villages and carried away livestock. Social media is filled with images of people clambering for safety onto the roofs of their homes as rescue helicopters circle above."
X Link 2024-03-29T15:52Z [----] followers, [----] engagements
"#uranium investors.note the date repeat note the date. This could be it. A repeat of Inkai flooding in [----] and Cigar Lake in 2006"
X Link 2024-04-01T09:22Z [----] followers, 13.2K engagements
"@SloCan68 Love to visit Slovenia the countryside looks like a fairy tale scene. One of my professional heroes hailed from there"
X Link 2024-04-14T16:14Z [----] followers, [---] engagements
"What happened to the planned Kazakhstan-based ANU physical #uranium fund Has it been abandoned because "there is simply not enough uranium".or is it still going #bullish_either_way"
X Link 2024-04-21T21:37Z [----] followers, [----] engagements
"Goehring and Rozencwajg: "The worlds two largest producers are now both short of #uranium.these inventories would soon deplete entirely making this cycle different.we predicted the uranium bull market would soon become chaotic that period is now upon us""
X Link 2024-04-24T18:55Z [----] followers, 104.6K engagements
""Somewhat bullish" #uranium. Bloomberg ETF expert with [------] followers says ETFs should double in asset value in [--] months Uranium ETFs now at $5b in assets. We predict $10b by end of [----] (massive for theme). Halfway there as catalysts keep coming (plants opening in US) and these ETFs fit in port as hot sauce compliment (not competition) to cheap beta core. New from me today on BI ETF go https://t.co/iNvMgonAkZ Uranium ETFs now at $5b in assets. We predict $10b by end of [----] (massive for theme). Halfway there as catalysts keep coming (plants opening in US) and these ETFs fit in port as hot"
X Link 2024-05-06T14:06Z [----] followers, [----] engagements
"@RealRickRule Wrong so very wrong. Mark Carney was very highly thought of in the UK when he was BoE Governor. Wish we could have him as our PM. Our Brexit venture would be even more of an economic disaster without him"
X Link 2024-05-09T18:57Z [----] followers, [---] engagements
"#Cameco $500m debenture announcement. #uranium $CCO $CCJ"
X Link 2024-05-21T21:44Z [----] followers, [----] engagements
"@capnek123 Enjoying a sunny FA Cup Final day"
X Link 2024-05-25T17:17Z [----] followers, [---] engagements
"Might be useful extra income for materials co-mining of some companies in the #uranium sector https://www.cbc.ca/news/world/us-dpa-money-mines-canada-analysis-1.7214664 https://www.cbc.ca/news/world/us-dpa-money-mines-canada-analysis-1.7214664"
X Link 2024-05-26T16:50Z [----] followers, [----] engagements
"I'm not a gambling man but even I might consider taking a 3x leveraged play on the #uranium spot price being walked down a $ or so in the final days of the month. Spot #Uranium: 8975/9075 USc/Lb #U3O8 (-142c -1.57%) https://t.co/tSEWxxxQRa Spot #Uranium: 8975/9075 USc/Lb #U3O8 (-142c -1.57%) https://t.co/tSEWxxxQRa"
X Link 2024-05-28T23:55Z [----] followers, [----] engagements
"Re-entering the #uranium market after [--] months due to property transactions. Looks like the timing to re-enter is working out well due to all the macro & other headwinds. Just grateful to get back in at a point lower than where I had to liquidate. Thesis just getting stronger"
X Link 2024-08-03T09:56Z [----] followers, [----] engagements
"#uranium mining sector: % price rise from current needed to meet [--] week high"
X Link 2024-08-18T14:07Z [----] followers, [----] engagements
"@Twiter3107 @philtiend [---] euro/kg #uranium is roughly USD90/lb.sounds perfectly reasonable to me as a LT price"
X Link 2024-09-02T12:44Z [----] followers, [---] engagements
"#uranium article from EI: might explain recent relative spot market inactivity given the rather glorious news flow"
X Link 2024-09-24T11:18Z [----] followers, [----] engagements
"I should have wrote "relative static spot price" rather than "relative spot market inactivity". Apologies"
X Link 2024-09-24T11:21Z [----] followers, [---] engagements
"Update on performance since Aug [--] for some #uranium sector stocks compared to 52w highs. #uranium mining sector: % price rise from current needed to meet [--] week high https://t.co/ePk7OkfmUu #uranium mining sector: % price rise from current needed to meet [--] week high https://t.co/ePk7OkfmUu"
X Link 2024-10-06T10:28Z [----] followers, [----] engagements
"Not sure that #uranium major $KAP will delist or not from the LSE but this article sees to be an underpinning element of @quakes99 thesis: @TheMongrel_Cat That's definitely still on my #Uranium prophecies tablet.๐ฎ๐งโ Even more so given recent news that $KAP finds it too expensive to ship to the West preferring to redirect their exports to China & Russia and the potential now for Russian to ban shipments of uranium out of St. https://t.co/QCiUqstZqI @TheMongrel_Cat That's definitely still on my #Uranium prophecies tablet.๐ฎ๐งโ Even more so given recent news that $KAP finds it too expensive to"
X Link 2024-10-07T12:00Z [----] followers, [----] engagements
"@UrTokenCorgi Global holders are mere amateurs us Standard #Uranium & Azincourt hodlers are the real pros"
X Link 2024-10-14T23:43Z [----] followers, [---] engagements
"Updated for YTD [----] #uranium spot price average ( I have assume supply gap is same as 2023) #uranium - can you see it Dedicated to those of us living through the frustration. https://t.co/aK0IGuZlbY #uranium - can you see it Dedicated to those of us living through the frustration. https://t.co/aK0IGuZlbY"
X Link 2024-10-18T18:45Z [----] followers, [----] engagements
"So the roller coaster experience returns to #uranium sector. Last [--] days now is net -ve in my PF. Looks like all the AI-related nuclear news flow money has dried up. We need news of increased contract activity to start coming in and a related response by the moribund spot price"
X Link 2024-10-22T19:55Z [----] followers, [----] engagements
"Only one trade reported in #uranium spot market last week. One. The uranium spot market is nuts. Nuclear power provides 10% of world's electrical demand and only one trade reported. FNArena Uranium Week deserves a quick thread this week. Some of this you may know about or it may be the first time. https://t.co/7e4Yb3Izpu #uranium spot prices dropped by $2.00/lb. based on ONE trade. That's it That was the entire spot volume last week./1 https://t.co/rOZdGv0p88 FNArena Uranium Week deserves a quick thread this week. Some of this you may know about or it may be the first time."
X Link 2024-10-29T01:21Z [----] followers, [----] engagements
"#uranium monthly prices. It's all trending up so we can expect some more highly selective market reporting"
X Link 2024-11-04T12:51Z [----] followers, [----] engagements
"@BlaughJoseph Yes you can see #uranium spot added later in my thread. Spot market is so thinly traded as to be basically non-existent at the moment so not a reliable indicator unless you zoom out beyond [--] months"
X Link 2024-11-04T16:25Z [----] followers, [---] engagements
"#uranium spot cumulative volume in [----] is tracking under average monthly data. This is the so-called "thinly traded" spot market. The utility action is in the LT and/or EUP markets and/or being pent up waiting for a sudden supply glut to crash prices"
X Link 2024-11-09T17:30Z [----] followers, [----] engagements
"@MessiDuvet My take-away is it's basically tending to confirm thought that the #uranium spot price is becoming increasing irrelevant to reality as the utility activity shifts more toward (opaquer) LT contracts. Or EUP imports"
X Link 2024-11-09T21:37Z [----] followers, [---] engagements
"Since we saw the #uranium spot price peak early in [----] the volatility in traded spot volume has been wild compared to previous year. #uranium spot cumulative volume in [----] is tracking under average monthly data. This is the so-called "thinly traded" spot market. The utility action is in the LT and/or EUP markets and/or being pent up waiting for a sudden supply glut to crash prices. https://t.co/w4jj75188l #uranium spot cumulative volume in [----] is tracking under average monthly data. This is the so-called "thinly traded" spot market. The utility action is in the LT and/or EUP markets and/or"
X Link 2024-11-09T22:40Z [----] followers, [----] engagements
"The [----] standard deviation of monthly reported #uranium spot price is 40% higher than the previous [--] year average"
X Link 2024-11-09T22:46Z [----] followers, [---] engagements
"@uranium100k @UrTokenCorgi @uraniumAD Look forward to his release. All that tequila was affecting his sensibilities about a $500/lb #uranium spot - there's only so much alcohol a small dog can take"
X Link 2024-11-11T17:05Z [----] followers, [---] engagements
"@tailor488058 @Nirvana12319 Can you link evidence for Trump considering tariffs on Kazakhstan"
X Link 2024-11-11T18:06Z [----] followers, [--] engagements
"@tailor488058 Why (apart from pressure from a certain pressure group) would Trump sacrifice young US lives to generate a conflict with Iran And what has that got do with uranium investments Even their mortal enemies the Saudis are negotiating with Iran these days"
X Link 2024-11-11T18:09Z [----] followers, [--] engagements
"@toom3856 @tailor488058 Indeed and what did I say that conflicts with that; the "pressure group" I refer to are not the Saudis"
X Link 2024-11-11T20:15Z [----] followers, [--] engagements
"Standard #Uranium $STND - is this the first ever hint of good news Here's hoping my formerly huge speculation (in an admittedly nice baseball cap) will eventually come good"
X Link 2024-11-16T14:37Z [----] followers, [---] engagements
"With all these recent #uranium "Cigar Lake Moments" when will we have a Cigar Lake Moment that really is a Cigar Lake Moment If indeed the Cigar Lake flood was the catalyst for that bull run - I'm thinking it was more incidental rather than instrumental. @PhilippeRe86075 @MorganB18596978 @SloCan68 I have not in all my [--] years in this game seen a uranium market where supply is in such disarray and demand outstripping current and future planned supply. Bullish.that is an understatement. @PhilippeRe86075 @MorganB18596978 @SloCan68 I have not in all my [--] years in this game seen a uranium market"
X Link 2024-11-17T16:18Z [----] followers, [----] engagements
"Anyone know why Peninsula Energy doing so poorly in this rather green #uranium day $PEN $urg $500mil mc $pen $120.make this make sense. It dosent #uranium $urg $500mil mc $pen $120.make this make sense. It dosent #uranium"
X Link 2024-11-18T19:07Z [----] followers, [----] engagements
"@TomEk51628489 @ballsmeep Interestingly I made a huge chunk of my current net wealth on UEX (now part of UEC) & their CEO Roger L was equally disliked by many. I am surprised that $PEN being so much closer to production than others up hugely today are being shat upon"
X Link 2024-11-18T19:52Z [----] followers, [---] engagements
"@richoffuranium @TomEk51628489 @ballsmeep I think @TomEk51628489 called it. Best to sit on known assets and use investors' cash for sponsorship rather than actively develop assets and reveal that #uranium mining is difficult. Investors are punishing $PEN for getting off their arses and trying to produce"
X Link 2024-11-18T20:58Z [----] followers, [---] engagements
"Big shock to my PF today to see a huge drop. Looking deeper it was my massive #uranium bag holding in Peninsula $PEN that had almost evaporated. Then remembered about the 20:1 share consolidation - phew"
X Link 2024-11-25T14:15Z [----] followers, [----] engagements
"Niger #uranium: "In the last three months at least [---] ex-combatants from different groups have laid down their arms to participate in the development of the country. According to reliable sources by the end of [----] [--] other groups will surrender" $glo $glatf #uranium $glo $glatf #uranium"
X Link 2024-11-27T22:14Z [----] followers, [----] engagements
"An app for listening to music is worth about 2x the combined market cap of all the publicly traded #uranium miners. Help me understand Spotify - it just crossed $100B in market cap and I'm not an investor. I had the chance to invest while it was private and I got a fundamental assumption wrong and I'm still not exactly sure what I missed. My assumption: I thought the artists and record https://t.co/RnpxV6Lv0Q Help me understand Spotify - it just crossed $100B in market cap and I'm not an investor. I had the chance to invest while it was private and I got a fundamental assumption wrong and I'm"
X Link 2024-12-09T00:21Z [----] followers, [----] engagements
"'Tis but a scratch.#uranium investing"
X Link 2024-12-10T18:52Z [----] followers, [---] engagements
"My personal #uranium outlook for the next [--] months still stands. Methinks things will get spicy after January. Especially if opposition politics hot up in a certain central Asian country. #uranium prediction this week. Spot pushes down with traders fixing forward buying prices. Mining stocks could follow with additional downward torque possible as tax loss season approaches for some countries. Not expecting great things in the short term hope to be wrong #uranium prediction this week. Spot pushes down with traders fixing forward buying prices. Mining stocks could follow with additional"
X Link 2024-12-15T23:44Z [----] followers, [----] engagements
"Kazatomprom changes partners from Russia to China on two of their JV #uranium mines. China's clean nuclear energy transition goals are real"
X Link 2024-12-17T17:08Z [----] followers, [----] engagements
"Energy Intelligence on #uranium spot price - traders disagree on what's about to happen"
X Link 2024-12-21T15:07Z [----] followers, [----] engagements
"@todouranio Well Enzo the #uranium term price is up nicely and PF has been up nicely from a lot of my holdings despite the current sentiment. But because of what happened in Niger & general ASX depression I have given up hope of getting into [--] figures (USD) although you never know"
X Link 2024-12-21T21:14Z [----] followers, [---] engagements
"Unlike crypto bros dreaming of wen lambo (& finally being able to buy them) this #uranium bro has a different but more distant dream. https://x.com/BBC_TopGear/status/1871858576865784242 Kimera evo37 review: more enticing to drive than any modern supercar โก https://t.co/9CmSwhuBMH https://t.co/op8vochuBL https://x.com/BBC_TopGear/status/1871858576865784242 Kimera evo37 review: more enticing to drive than any modern supercar โก https://t.co/9CmSwhuBMH https://t.co/op8vochuBL"
X Link 2024-12-25T10:20Z [----] followers, [---] engagements
"@TradingHurst Thanks for your work David Just one think I don't understand your analysis cycle data shows a #uranium troughing end-of-month'ish followed by a peaking mid-April and I get that but this counters what you write in your webpage:"
X Link 2025-01-09T20:05Z [----] followers, [---] engagements
"Another update tracking actual #uranium spot price vs prediction from [----]. Is it all over No I am still bullish Why Rooney underpredicted secondary market inventories which have damped spot rise. UxC say from [----] such inventories show almost 95% drop from [----] level Update on tracking Rooney et al (2015) #uranium price prediction model: https://t.co/i2vZQvi5IO Update on tracking Rooney et al (2015) #uranium price prediction model: https://t.co/i2vZQvi5IO"
X Link 2025-01-11T13:24Z [----] followers, 16K engagements
"Are we back #uranium"
X Link 2025-01-22T23:50Z [----] followers, [----] engagements
"Then I asked what happens to this #uranium model if Niger's and Nexgen's new mines are delayed by [--] years"
X Link 2025-01-27T22:47Z [----] followers, [----] engagements
"Okay may not be right but the reasoning was VERY impressive"
X Link 2025-01-27T22:49Z [----] followers, [---] engagements
"The I asked what happens if all new #uranium mining capacity outside of Kazakhstan was delayed by [--] years. It looks like market is already pricing in a [--] year delay expectation LOL"
X Link 2025-01-27T22:59Z [----] followers, [---] engagements
"@GB90396548 Okay how do you know I support West Ham"
X Link 2025-01-27T23:03Z [----] followers, [---] engagements
"#uranium mining is hard especially for new mines as $PEN & $GLO are finding out for different reasons.Below Deepseek models the uranium spot price if all new mines were subject to a [--] year delay (in purple) in response to a [----] high demand scenario (upper line). The I asked what happens if all new #uranium mining capacity outside of Kazakhstan was delayed by [--] years. It looks like market is already pricing in a [--] year delay expectation LOL https://t.co/IIh0ua6kSH The I asked what happens if all new #uranium mining capacity outside of Kazakhstan was delayed by [--] years. It looks like market is"
X Link 2025-01-31T00:41Z [----] followers, [----] engagements
"UK nuclear planning reforms #uranium"
X Link 2025-02-06T08:41Z [----] followers, [----] engagements
"Iberdrola warns energy prices will soar if Spain shuts nuclear plants via @ft #uranium https://www.ft.com/content/4224da9e-dbc5-4aec-85b3-1ce793228086 https://www.ft.com/content/4224da9e-dbc5-4aec-85b3-1ce793228086"
X Link 2025-03-20T18:55Z [----] followers, [----] engagements
"What no #uranium end-of-month spot price "walk down" Numerco Spot #uranium US$64.25/lb U3O8 #U3O8 as reported by https://t.co/8Zc5RoTnGf 2025-03-29 01:53:31 Numerco Spot #uranium US$64.25/lb U3O8 #U3O8 as reported by https://t.co/8Zc5RoTnGf 2025-03-29 01:53:31"
X Link 2025-03-29T12:02Z [----] followers, [---] engagements
"When I worked in the auto engineering sector a few decades ago a visionary manager of mine remarked on a particularly difficult situation "Sometimes Rana we need a breakdown before a breakthrough occurs" The #uranium sector appears to be close to breakdown right now. Read More ๐ #Uranium #Nuclear https://t.co/7TJ5txy9yl Read More ๐ #Uranium #Nuclear https://t.co/7TJ5txy9yl"
X Link 2025-03-31T17:49Z [----] followers, [---] engagements
"Putin ready to disrupt #uranium supplies to USA not just through Russia but also via influence on the Kazakhstan and Uzbekistan.(below is translation from Russian) "Eurasianet: Uranium maneuver: Putin could disrupt import of strategic raw materials to the West" April [--] [----] https://t.co/zk9cYyDwdH "Eurasianet: Uranium maneuver: Putin could disrupt import of strategic raw materials to the West" April [--] [----] https://t.co/zk9cYyDwdH"
X Link 2025-04-09T15:33Z [----] followers, [----] engagements
"Another catalyst for #uranium spot price KAP JV with Rosatom delayed. JV Budenovskoye LLP has "significant delays" as project development has stalled. https://t.co/xByyQSgSUY JV Budenovskoye LLP has "significant delays" as project development has stalled. https://t.co/xByyQSgSUY"
X Link 2025-05-12T13:39Z [----] followers, [---] engagements
"After mistakenly peeping at my #uranium PF today and seeing another big red number (thanks mainly to ASX & UEC) seeing this really helped Uraniums back baby. Equities are climbing. Spot has rebounded. Carry trades are booming. But the market Still sleepy. Heres why the next leg up might hit harder than you think: (A thread for the yellowcake faithful) #Uranium #NuclearEnergy #MiningStocks Uraniums back baby. Equities are climbing. Spot has rebounded. Carry trades are booming. But the market Still sleepy. Heres why the next leg up might hit harder than you think: (A thread for the yellowcake"
X Link 2025-05-19T19:47Z [----] followers, [----] engagements
"@Richard39810858 Rainy season in Kazakhstan is over"
X Link 2025-05-30T06:23Z [----] followers, [--] engagements
"Istanbul if you hadn't already guessed"
X Link 2025-05-31T23:35Z [----] followers, [---] engagements
"Maybe I should have visited Global's zinc company whilst I was in Turkey/Trkiye. I own quite a bit of it"
X Link 2025-05-31T23:37Z [----] followers, [---] engagements
"If the market thinks $NXE will be producing at-scale #uranium this side of [----] they are severely mistaken - the management is just freeloading at this stage the frivolous F1 spend being exemplar. I say this as a $NXE investor & also working in F1. EXPLOSIVE news for $NXE shareholders. This might the biggest date in this small companies fight for success. Sunday December [--] [----] THIS YEAR. [---] days from now. Formula [--] season will end. And management will be able to get back to building a #uranium mining company. https://t.co/7uVC6hJu5y EXPLOSIVE news for $NXE shareholders. This might the"
X Link 2025-06-08T01:13Z [----] followers, [----] engagements
"More like [----] now for $NXE's #uranium assuming they are even up to it. Getting mining operations ready in tough territory is way different to sipping cocktails at glam F1 circuits in Monaco Las Vegas or Singapore. $NXE confirmed first time production after [----] @mountaingoat672 #nuclear #uranium $PDN $CCJ $UEC $GLO $DNN https://t.co/TRxd9xEYPt $NXE confirmed first time production after [----] @mountaingoat672 #nuclear #uranium $PDN $CCJ $UEC $GLO $DNN https://t.co/TRxd9xEYPt"
X Link 2025-06-09T10:26Z [----] followers, [----] engagements
"Folks what happened to Bannerman $BMN on the ASX last night - almost down 10% Shorts increasing or what And if so why Also why do Australian investors really love to denigrate their #uranium miners Beginning to regret taking such a big position in the ASX. $BMN is pleased to report on the quarter ended [--] March [----]. The quarter saw continued progress at the Etango Uranium Project with significant developments across a range of key workstreams โ See the quarter highlights below & read the full report here: https://t.co/IcWNtqsZTQ https://t.co/6vNfIAZbgI $BMN is pleased to report on the"
X Link 2025-06-11T11:53Z [----] followers, [----] engagements
"@Tztar Thanks - any reason why this is the case"
X Link 2025-06-11T12:13Z [----] followers, [---] engagements
"#uranium juniors $URNJ vs $Cameco. Still quite a bit of catching up to do with Cameco after the drop over winter"
X Link 2025-06-29T18:56Z [----] followers, [----] engagements
"Big divergence from mid Feb 2024"
X Link 2025-06-29T19:11Z [----] followers, [---] engagements
"Cantor modelling [--] year delay to Nexgen's $NXE #uranium start. Their [----] volumes shown below are STILL too optimistic"
X Link 2025-07-07T12:39Z [----] followers, [----] engagements
"Not saying that Nexgen's seriously wealthy and profligate management are telling porky pies.but they are. #uranium will hopefully soar once this is formally outed"
X Link 2025-07-07T12:42Z [----] followers, [---] engagements
"For us Peninsula $PEN #uranium bagholders er I mean patient investors if you didn't already know"
X Link 2025-07-14T16:41Z [----] followers, [----] engagements
"@PraiseKek Unfortunately muggins here bought $DYL in April [----] so not such a great #uranium performer for me as Cameco"
X Link 2025-07-17T22:54Z [----] followers, [---] engagements
"@GoUranium I make that about 200m lbs #uranium from that graph. Might be manageable via stocks with the big assumption that they would all be such liquid trades but doubt that certain countries will allow trade to those short especially with tariffs looming large"
X Link 2025-07-23T22:03Z [----] followers, [---] engagements
"@GoUranium Also I will wager anyone that $NXE's Rook project is not going to be producing that amount in [----] nor 2032"
X Link 2025-07-23T22:04Z [----] followers, [---] engagements
"Typical annual #uranium U3O8 demand for nuclear power generation is between 160m-180m lb/y. So far only around 30m lb has been contracted. So if [----] is to be a typical year in total demand then quite a bit of purchasing needs to happen Bullish"
X Link 2025-08-04T18:39Z [----] followers, [----] engagements
"I watched "The Big Short" again last night. Wonder if the [----] WNA London Conference will be another replay of the American Securitization Conference #uranium"
X Link 2025-08-08T16:42Z [----] followers, [----] engagements
"#uranium spot price now on the move up today - but say EI: "Spot Market Quiet as Participants Await September Conference" https://www.energyintel.com/00000198-ad85-d7c8-a3df-afdf784f0000 https://www.energyintel.com/00000198-ad85-d7c8-a3df-afdf784f0000"
X Link 2025-08-18T16:58Z [----] followers, [----] engagements
"Usual month end #uranium spot price walk down didn't happen this month with spot currently at $75/lb. The WNA conference next week in London should prove very interesting"
X Link 2025-08-29T10:47Z [----] followers, [----] engagements
"@U308RM Unfortunately my guess is that they continue an optimistic view on supply. Difficulties in existing #uranium mines and gritty realities of starting up mines won't be appreciated by analysts who never leave cosy desks & just take "facts" as they are presented on their screens"
X Link 2025-09-02T14:54Z [----] followers, [---] engagements
"I hear this WNA [----] graph was constructed BEFORE around [--] million tonnes U of cuts to [----] #uranium production was recently announced by Kazatomprom Cameco and others. Also it is U3O8 "price insensitive" - it assumes all new supply WILL come onboard so "Catch 22""
X Link 2025-09-06T11:54Z [----] followers, 10.3K engagements
"https://x.com/rana1965/status/1964300840862093653 WNA [----] reference scenario corrected for recent #uranium supply announcements for [----] (have left other years untouched) https://t.co/36ykGkD7IL https://x.com/rana1965/status/1964300840862093653 WNA [----] reference scenario corrected for recent #uranium supply announcements for [----] (have left other years untouched) https://t.co/36ykGkD7IL"
X Link 2025-09-06T12:17Z [----] followers, [---] engagements
"EI on WNA 2025: "the enormous reduction in secondary supply forecasts prompted disagreements so bitter that the reports conclusions were not agreed just four days before finalization Energy Intelligence understands". 1/3 #uranium"
X Link 2025-09-08T10:42Z [----] followers, [----] engagements
""The delay may have been in part also due to late production changes from uranium producers Cameco and Kazatomprom."Everyone had all year to offer suggestions but in the last week suddenly everyone has problems" one utility source told Energy Intelligence." 2/3 #uranium"
X Link 2025-09-08T10:44Z [----] followers, [---] engagements
"@Alpha_Getti There's no rhyme or reason to #uranium movements in the ASX as my PF will attest Left for dust by the TSX and NYSE"
X Link 2025-09-15T20:30Z [----] followers, [---] engagements
"Back to $76/lb. Have to admit I will be #uranium spot price watching the next few weeks assuming today's pop it lasts more than @PraiseKek's prediction of [--] hours"
X Link 2025-09-15T20:36Z [----] followers, [----] engagements
"@BullsNBearsWA @PEN_Energy @wabusinessnews I understand $UEC has also only produced one drum of #uranium in recent times but its valuation is around 70x that of $PEN $PENMF"
X Link 2025-09-17T11:43Z [----] followers, [---] engagements
"@U308 @BullsNBearsWA @PEN_Energy @wabusinessnews Can't complain about UECthey bought my UEX stock and I benefited from subsequent gain within my pension fund.just wish Peninsula would go the same way"
X Link 2025-09-17T12:07Z [----] followers, [--] engagements
"This is why you pay for services of @uraniuminsider and @Yellowbull11 to help you understand the #uranium maze"
X Link 2025-09-22T18:46Z [----] followers, [---] engagements
"@LlpStock Was 3% as you can see in the image then spot price increased after YCA trading closed on FTSE so hopefully YCA price shifts up when it opens"
X Link 2025-09-23T18:33Z [----] followers, [--] engagements
"@GLoffelhardt I think YCA only takes the Numerco #uranium spot feed whilst the "spot price oracle" averages price reporting"
X Link 2025-09-26T16:33Z [----] followers, [---] engagements
"@contrarian8888 https://www.fitchratings.com/research/sovereigns/fitch-affirms-namibia-at-bb-outlook-negative-15-07-2021#::text=Namibia%20has%20a%20medium%20WBGIa%20moderate%20level%20of%20corruption https://www.fitchratings.com/research/sovereigns/fitch-affirms-namibia-at-bb-outlook-negative-15-07-2021#::text=Namibia%20has%20a%20medium%20WBGIa%20moderate%20level%20of%20corruption"
X Link 2022-01-11T15:50Z [----] followers, [--] engagements
"Have any UK based $UEX shareholders received their $UEC allocation yet It was my largest #uranium holding after $YCA so my PF showing a massive hole at the moment"
X Link 2022-08-29T15:49Z [----] followers, [--] engagements
"@AfricanLonghorn Best wishes to my fellow $STND bagholder"
X Link 2023-07-15T09:59Z [----] followers, [---] engagements
"BHP's FY23 Olympic Dam #uranium revenue is c.$1b (=$3357t2600lbU/t56$/lbU*2) if they allegedly dispose in the spot markets. If true this is not "loose change" - either BHP should enter into LTCs at higher & stable prices.or that damned dam should flood @hchris999 BHP sold 37% of their annual production in June quarter from Olympic Dam - [----] t https://t.co/bh9dV754tf @hchris999 BHP sold 37% of their annual production in June quarter from Olympic Dam - [----] t https://t.co/bh9dV754tf"
X Link 2023-08-05T18:12Z [----] followers, [----] engagements
"@AfricanLonghorn Good luck $STND was a big part of my holding once upon a time. But my stupidity is investing in $AAZ has been my biggest wealth destructor"
X Link 2024-03-24T11:38Z [----] followers, [---] engagements
"My investments into #uranium co $UEX morphed into significant holding in Amir Adnani's $UEC. Amazingly Amir has now set up with ex-UK PM Boris Johnson who then employs the most controversial Lordship appointee https://x.com/SangitaMyska/status/1832100100413251743 First a peerage now a plum job (alongside guess who) why does Boris keep promoting Charlotte Owen An fascinating bit of reporting by @arusbridger https://t.co/RMOIp77SSW https://x.com/SangitaMyska/status/1832100100413251743 First a peerage now a plum job (alongside guess who) why does Boris keep promoting Charlotte Owen An"
X Link 2024-09-07T09:08Z [----] followers, [---] engagements
"@nukeadvocate Me too. Though I have had that level of actual loss with $STD and $AAZ.so won't be the first time"
X Link 2024-11-25T22:19Z [----] followers, [---] engagements
"Asked Deepseek to write a model to predict #uranium price based upon future high demand scenario. It assumed all new mines would come in on time and gave this. In green is actual spot price data"
X Link 2025-01-27T22:41Z [----] followers, [----] engagements
"FWIW a graph of approximate #uranium market cap (today in USD) per lb of U3O8 assets in the ground (in terms of M+I+I). If Peninsula & Lotus can ever get producing in next [--] to [--] months they would be looking quite juicy at today's pricing"
X Link 2025-02-03T23:30Z [----] followers, [----] engagements
"Malawi order retracted - focus was supposed to be on gemstones (so not including #uranium) $LOT Theres been some chatter that Malawi temporarily banned exports of all minerals. While there was a release about this it has quickly been retracted. Appears it should have been restricted to gemstones. $LOT #Uranium https://t.co/ohP0N7YAsl Theres been some chatter that Malawi temporarily banned exports of all minerals. While there was a release about this it has quickly been retracted. Appears it should have been restricted to gemstones. $LOT #Uranium https://t.co/ohP0N7YAsl"
X Link 2025-02-15T10:47Z [----] followers, [---] engagements
"@TradingHurst Is the 150day #uranium cycle looking a bit broken would be really interested in your take on this"
X Link 2025-02-28T12:49Z [----] followers, [---] engagements
"@AndyJay16634390 Well they were until Feb last year. But who knows what will now happen to #uranium juniors history is rhyming so much. Although I hold a lot of $YCA I am also heavily invested in the juniors"
X Link 2025-06-29T21:06Z [----] followers, [---] engagements
"#uranium demand.Inventory-led to production-led. "We are in the shift now" - Golden Rock Research. @TreeFarmerBC @Dont_hate_U308 @hchris999 @Yellowbull11 Inventory is a dynamic concept. When prices ran to $107 it unlocked a lot of inventory. All normal. This industry is transitioning from inventory led to production led. Were in the shift now IMO. @TreeFarmerBC @Dont_hate_U308 @hchris999 @Yellowbull11 Inventory is a dynamic concept. When prices ran to $107 it unlocked a lot of inventory. All normal. This industry is transitioning from inventory led to production led. Were in the shift now IMO"
X Link 2025-07-04T23:02Z [----] followers, [----] engagements
"London FTSE's most shorted stock is #uranium stock Yellowcake PLC $YCA @TheRoaringKitty article about YCApubl.3 July: "According to latest (2 July) figures from the Financial Conduct AuthorityYellow Cakes (LSE:YCA) the most shorted FTSE stock.Eight investors have borrowed 6.92% of the companys shares in the hope that they fall in value" https://t.co/bKvlV8eo8a article about YCApubl.3 July: "According to latest (2 July) figures from the Financial Conduct AuthorityYellow Cakes (LSE:YCA) the most shorted FTSE stock.Eight investors have borrowed 6.92% of the companys shares in the hope that they"
X Link 2025-07-12T10:51Z [----] followers, [----] engagements
"Physical #uranium holder Yellowcake $YCA is no longer FTSE's most shorted stock but still in the top [--]. London FTSE's most shorted stock is #uranium stock Yellowcake PLC $YCA @TheRoaringKitty London FTSE's most shorted stock is #uranium stock Yellowcake PLC $YCA @TheRoaringKitty"
X Link 2025-07-17T21:58Z [----] followers, [----] engagements
"@iamrofe Indeed - interestingly looking at the history $YCA and the #uranium juniors are tracking very similarly but Cameco $CCO $CCJ is on another level"
X Link 2025-07-17T22:22Z [----] followers, [---] engagements
"Top performing #uranium Cameco $CCO $CCJ appears to be displaying Livermore's accumulation cylinder"
X Link 2025-07-17T22:33Z [----] followers, [----] engagements
"@hcrubin2009 @goldenrock235 No I was busy this weekend"
X Link 2025-08-04T18:47Z [----] followers, [---] engagements
"@hcrubin2009 @goldenrock235 Glad the numbers tie up with Tim's"
X Link 2025-08-04T19:04Z [----] followers, [---] engagements
"Bullish for #uranium Both @oceanwall2 and @goldenrock235 issue emails today commenting on the Korean RFP for U3O8 supply. You should subscribe to their emails if not already doing so. Will be interesting how the WNA London conference participants view this in early September"
X Link 2025-08-08T16:22Z [----] followers, [----] engagements
"Superimposing Global X #uranium fund performance to date over its 5-year seasonality chart (blue) perhaps fund's non-mining stock are biasing this year's recent performance ๐Many #Canada/US #Uranium #mining #stocks rallied into the close today๐โโto kick off another trading week filled with more bullish #Nuclear news๐ฐ๐heading towards the @WorldNuclear [----] London Symposium in September๐ฅโ๐ still tracking with typical U sector seasonality๐ค ๐ https://t.co/MjjebilUze ๐Many #Canada/US #Uranium #mining #stocks rallied into the close today๐โโto kick off another trading week filled with more"
X Link 2025-08-20T21:20Z [----] followers, [----] engagements
"#uranium investment company $YCA is still highly shorted in the UK FTSE. With the WNA conference ongoing supply vs mining gap and revised [----] $KAP production guidance I'm hoping my current loss position will correct itself Physical #uranium holder Yellowcake $YCA is no longer FTSE's most shorted stock but still in the top [--]. https://t.co/cuu6zU20Iw Physical #uranium holder Yellowcake $YCA is no longer FTSE's most shorted stock but still in the top [--]. https://t.co/cuu6zU20Iw"
X Link 2025-08-22T16:58Z [----] followers, [----] engagements
"Incredible remuneration for #uranium company Nexgen $NXE that didn't extract a single joule of energy from the ground (& probably won't until next decade because ."mining is hard") compared to one that did"
X Link 2025-08-25T10:26Z [----] followers, 19.1K engagements
"I hold more stock in Nexgen (& by proxy in $MGA) than bp because the world is nuts and I'm not going to right it"
X Link 2025-08-25T10:26Z [----] followers, [---] engagements
"$MGA Mega #Uranium have a market cap of CA$109m but hold nearly CA$200m in equity holdings. of with 96% is in "#uranium-linked former F1 sponsor" Nexgen $NXE If you want get exposure to $NXE at a discount then this might be it"
X Link 2025-08-25T10:56Z [----] followers, [----] engagements
"These are the shorters of #uranium FTSE investment vehicle Yellowcake ($YCA). Yellowcake #uranium fund: strangely it is the UK's 3rd most shorted share.we know what's coming. https://t.co/uAbfRP2f8G Yellowcake #uranium fund: strangely it is the UK's 3rd most shorted share.we know what's coming. https://t.co/uAbfRP2f8G"
X Link 2025-08-28T22:36Z [----] followers, [----] engagements
"Even the dumb AI chatbot on Copilot sees it.#uranium $YCA shorts will be covering the positions soon"
X Link 2025-08-28T22:38Z [----] followers, [---] engagements
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