# ![@rekurencja Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1215859604.png) @rekurencja Piotr Turek

Piotr Turek posts on X about uranium, in the, $uuuu, $lgo the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1215859604/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1215859604/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1215859604/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1215859604/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::1215859604/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1215859604/c:line/m:followers.svg)


### CreatorRank: [---------] [#](/creator/twitter::1215859604/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1215859604/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  27.69% [countries](/list/countries)  20.77% [stocks](/list/stocks)  6.15% [cryptocurrencies](/list/cryptocurrencies)  3.85% [exchanges](/list/exchanges)  1.54% [travel destinations](/list/travel-destinations)  1.54% [financial services](/list/financial-services)  0.77% [social networks](/list/social-networks)  0.77% [technology brands](/list/technology-brands)  0.77%

**Social topic influence**
[uranium](/topic/uranium) 25.38%, [in the](/topic/in-the) 15.38%, [$uuuu](/topic/$uuuu) 7.69%, [$lgo](/topic/$lgo) 6.92%, [$glo](/topic/$glo) 6.15%, [niger](/topic/niger) #550, [this is](/topic/this-is) 5.38%, [market](/topic/market) 4.62%, [money](/topic/money) 4.62%, [the first](/topic/the-first) 4.62%

**Top accounts mentioned or mentioned by**
[@respeculator](/creator/undefined) [@sniffrocks](/creator/undefined) [@bidbird10](/creator/undefined) [@praisekek](/creator/undefined) [@mineralstocks](/creator/undefined) [@djc37986880](/creator/undefined) [@jtourzan](/creator/undefined) [@edark94](/creator/undefined) [@travmoneyofmine](/creator/undefined) [@mondyinvest](/creator/undefined) [@alexsei88](/creator/undefined) [@alexminingguy](/creator/undefined) [@doombergt](/creator/undefined) [@kwojczal](/creator/undefined) [@claydmontgomery](/creator/undefined) [@grethe_90](/creator/undefined) [@culperresearch](/creator/undefined) [@capnek123](/creator/undefined) [@isoenergyltd](/creator/undefined) [@praisekeks](/creator/undefined)

**Top assets mentioned**
[Energy Fuels Inc. (UUUU)](/topic/$uuuu) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [IsoPlexis Corporation (ISO)](/topic/$iso) [Denison Mines Corp (DNN)](/topic/$dnn) [Cameco Corporation (CCJ)](/topic/$ccj)
### Top Social Posts
Top posts by engagements in the last [--] hours

"They probably ventured into mining to look for opportunities when it became a somewhat hot sector last year and found $NXE without understanding the uranium market first. Hey @CulperResearch if you would like to chat about the uranium market to make sure your game plan is solid reach out 😊 https://twitter.com/i/web/status/2020047508005646670 https://twitter.com/i/web/status/2020047508005646670"  
[X Link](https://x.com/rekurencja/status/2020047508005646670)  2026-02-07T08:10Z [----] followers, [---] engagements


"The Dark Horse of Uranium Bannerman Energy $BMN.AX proves its potential once and for all through a phenomenal JV with the Chinese (CNNC): - Official stamp of approval from CNNC speaks volumes about the quality of the project and the company - Debt-free construction of Etango secured without the need to sign any more fixed price contracts to make banks happy (and shareholders unhappy) - Flexible offtake at market terms for 60% of the production - Support in construction & operations as well as the protection offered by the Chinese equals none especially in the African low-grade open-pit"  
[X Link](https://x.com/rekurencja/status/2021880513112252649)  2026-02-12T09:34Z [----] followers, 22.6K engagements


"Confirmed terrorist presence half way between the border with Burkina and the only export route through Benin available to $GLO if and when the border with Niger is unblocked again. Things don't look great for Global Atomic right now. Hopefully the DFC takes a leap of faith knowing that the money may end up wasted. If not possibly ngmi. Bnin  Le 10/02 en matine plusieurs dizaines de terroristes du JNIM ont attaqu le village de Bagou-Bagou le long de la RN11 au sud-est de Krou (Atacora). Le bilan est encore incertain mais les dgradations sont importantes. 🔸 Les FDS se sont rapidement dployes"  
[X Link](https://x.com/rekurencja/status/2022216794719617401)  2026-02-13T07:50Z [----] followers, [----] engagements


"Kudos to $WUC CEO for being quite transparent in the latest interview with @capnek123. Now we can better estimate the economics of their ore purchase agreement with $UUUU 🚛Est. transport cost (using $/t/mile disclosed by $ISO mgmt last year): 22500t * 81.8miles * 40c/t/mile = $736k 💰Est. total revenue (see post below): $5M . but wait a minute with [--] truck 40-50t/day 4-5 days/wk it's going to take them over [--] years() to fully execute the 22500t agreement so. Est. yearly revenue: $2.5M This leaves them $1.764M per year (before tax) to cover: - mining costs - capex in existing and new projects"  
[X Link](https://x.com/rekurencja/status/1959192537370861655)  2025-08-23T09:54Z [----] followers, [----] engagements


"Trilogy Metals $TMQ roadmap: ✅ House supports Ambler Road Senate concurs Trump's Make American Copper Great Again post on Truth Social after a photoshoot in the White House 🏁 South32 $S32.AX acquires Trilogy Metals to secure a dominant position in the newly unlocked district https://twitter.com/i/web/status/1971467311421739355 https://twitter.com/i/web/status/1971467311421739355"  
[X Link](https://x.com/rekurencja/status/1971467311421739355)  2025-09-26T06:50Z [----] followers, [----] engagements


"Well we skipped a step but I'm not gonna complain $TMQ: ✅ House supports Ambler Road Senate concurs ✅ Trump's Make American Copper Great Again post on Truth Social after a photoshoot in the White House 🏁 South32 $S32.AX acquires Trilogy Metals to secure a dominant position in the newly unlocked district Trilogy Metals $TMQ roadmap: ✅ House supports Ambler Road Senate concurs Trump's Make American Copper Great Again post on Truth Social after a photoshoot in the White House 🏁 South32 $S32.AX acquires Trilogy Metals to secure a dominant position in the newly https://t.co/i6mvERyfjz Trilogy"  
[X Link](https://x.com/rekurencja/status/1975319515102945699)  2025-10-06T21:57Z [----] followers, 10.8K engagements


"$DNN $DML.TO Denison Mines continue progressing towards FID and are in pole position to be the first greenfield uranium mine of this cycle in the West. People who tend to dismiss Phoenix as a "science project" miss that the risk between now and the first shipment of yellowcake is significantly lower than $NXE or any other conventional mine. Denison is also in a great position to fund capex at very good terms Denison Reports Readiness to Commence Construction of Flagship Phoenix ISR Project and Provides Capital Cost Update $DML.TO https://t.co/0l0UJR7Dbk Denison Reports Readiness to Commence"  
[X Link](https://x.com/rekurencja/status/2007062011578839420)  2026-01-02T12:10Z [----] followers, [----] engagements


"The talk of US uranium mining revival is intensifying again so it's time for a periodic reminder that there are almost no undeveloped uranium deposits in the US that can move the needle. with one exception: Coles Hill in Virginia owned by $ISO $ISOU @IsoEnergyLtd 162Mlbs of PEA-stage shallow resource in a mining state. The catch - Moratorium on uranium mining in Virginia originally imposed as a temporary measure until regulatory framework is put in place. Classic government tying itself in knots - Open questions on permitting related to water - a hurdle that most greenfield uranium projects"  
[X Link](https://x.com/rekurencja/status/2012056036606083311)  2026-01-16T06:55Z [----] followers, 10.6K engagements


"$UUUU is clearly going for the full prize aiming to build a vertically integrated REE powerhouse. This makes sense as a long term strategy but personally I'm not a fan of them stretching themselves even further at this time. IMHO now is the time to execute on the projects they've spent years lining up. Breaking💥 Energy Fuels (NYSE: $UUUU TSX: $EFR) a leading U.S. producer of #uranium rare earth elements (REE) & other critical materials to acquire 100% of Australian Strategic Materials(ASX: $ASM) a leading producer of #REE metals & alloys⚛⛏🛒🤠🐂https://t.co/p5wc9CFq7M Breaking💥 Energy Fuels"  
[X Link](https://x.com/rekurencja/status/2013729830236295614)  2026-01-20T21:46Z [----] followers, 12.9K engagements


"$ARIC.V is the only precious metals junior remaining in my portfolio. They've just hit [----] g/t over [--] meters have a fully funded [---] 000() meter drill program in progress and a JV with Newmont $NEM. Even If the ultimate prize turns out too small to move the needle for Newmont there are other players in the area (e.g. Resolute Mining $RSG.AX) for whom it definitely will. In precious metals bull markets capital always flows first to producers then to developers and finally to explorers. This time won't be different. Awal Resources is a very well funded yet super cheap ($60M market cap)"  
[X Link](https://x.com/rekurencja/status/2016900071313252755)  2026-01-29T15:43Z [----] followers, [----] engagements


"If you follow my comments about Lotus Resources $LOT.AX over the years the answer to @PraiseKek's valid question is clear: transparency and Lotus don't go together. Never did. If you are holding this (and sadly many other uranium) stock you are holding a stick of dynamite. There is no way to know when it's going to explode again but it's a pretty safe bet that it will eventually. @Lotus_Resources why are you deleting your posts when asked a serious question Can you please reply to Mr. Goat's inquiry How on Earth did you miss your ramp-up guidance by 88% And why in Hell's name did you delete"  
[X Link](https://x.com/rekurencja/status/2017726688386220325)  2026-01-31T22:28Z [----] followers, [----] engagements


"$ASPI seems to be building a VC style capital group rather than a focused isotope enrichment company. Are shareholders OK with this $ASPI invests 10M$ in biotech company Opeongo. Keep an eye on connections with Isotopia Yeda and Reemag https://t.co/JGWVUkQ9ba $ASPI invests 10M$ in biotech company Opeongo. Keep an eye on connections with Isotopia Yeda and Reemag https://t.co/JGWVUkQ9ba"  
[X Link](https://x.com/rekurencja/status/2017875264571588896)  2026-02-01T08:18Z [----] followers, [----] engagements


"@jtourzan I'm somewhat surprised I was able to buy more today before more people figured out this RFP is out"  
[X Link](https://x.com/rekurencja/status/2018782062380281918)  2026-02-03T20:22Z [----] followers, [---] engagements


"@BidBird10 Significantly above current market price is a must for this deal to make sense for $LGO. If they are able to secure such deal it would be yet another derisking step especially since it's a [--] year fixed price RFP from a state entity"  
[X Link](https://x.com/rekurencja/status/2018809037501182461)  2026-02-03T22:09Z [----] followers, [---] engagements


"Vanadium is a minor by-product for $UUUU. It's a completely different scale and a different thesis. $LGO is a $100M company with a clear potential to become a $1B company if things go well. $UUUU is a multi billion dollar diversified group. Vanadium doesn't move the needle for them https://twitter.com/i/web/status/2018942644152311816 https://twitter.com/i/web/status/2018942644152311816"  
[X Link](https://x.com/rekurencja/status/2018942644152311816)  2026-02-04T07:00Z [----] followers, [---] engagements


"An eventual US-Brazil trade deal will be yet another derisking item on the roadmap of $LGO Largo to become a billion dollar company again @AndreasSteno Brazil may be the trade here. Leading critical mineral (world-class) resources and capabilities: REE Nickel PGMs vanadium etc. https://t.co/xtwPKTSLyH @AndreasSteno Brazil may be the trade here. Leading critical mineral (world-class) resources and capabilities: REE Nickel PGMs vanadium etc. https://t.co/xtwPKTSLyH"  
[X Link](https://x.com/rekurencja/status/2019129673037541683)  2026-02-04T19:23Z [----] followers, [----] engagements


"@toiletkingcap Let's not get carried away with bullishness about $LGO toilet. @Edark94 bought this week. He is inevitably going to jinx it"  
[X Link](https://x.com/rekurencja/status/2019804501029564668)  2026-02-06T16:04Z [----] followers, [---] engagements


"$NXE's production profile is a fantasy and an NPV hacking trick they are *extremely* unlikely to produce anywhere near the stated volumes per year. It will be a success to get to 15Mlbs after years of ramp up. The management have been paying themselves well and would much prefer to sell rather than build. These are all facts the industry (utilities) appear to ignore so far. Once they realize all the above we can expect fireworks. Having said all that you must be insane to short the greatest mineral deposit on the planet during a generational bull market for its commodity. I wouldn't be"  
[X Link](https://x.com/rekurencja/status/2020044408561746045)  2026-02-07T07:58Z [----] followers, [----] engagements


"So far this call on $LGO is aging pretty well. Yes I'm aware I can jinx it with this post but I wouldn't mind if it dropped again. I would like to buy more 🤪 I'm operating at the absolute limit of risk allowed in my portfolio and I may well burn myself on this but. I bought more Largo $LGO today. The stock is currently pricing in that they won't make it and this may well be the outcome. However: - US-Brazil trade deal of some sort https://t.co/LfWv79ttQf I'm operating at the absolute limit of risk allowed in my portfolio and I may well burn myself on this but. I bought more Largo $LGO today."  
[X Link](https://x.com/rekurencja/status/2020079763377795210)  2026-02-07T10:18Z [----] followers, [----] engagements


"BTC maxis and Gold bugs arguing who is in bigger trouble after Tether goes under and is about to liquidate their crypto AND their physical gold holdings The Tether FUD crew is undefeated. https://t.co/cyRHPh2C0m The Tether FUD crew is undefeated. https://t.co/cyRHPh2C0m"  
[X Link](https://x.com/rekurencja/status/2021471411945329006)  2026-02-11T06:28Z [----] followers, [---] engagements


"Source: https://wcsecure.weblink.com.au/pdf/BMN/03055963.pdf https://wcsecure.weblink.com.au/pdf/BMN/03055963.pdf"  
[X Link](https://x.com/rekurencja/status/2021882935587082361)  2026-02-12T09:43Z [----] followers, [----] engagements


"Not a bad day to have $BMN.AX Bannerman Energy as your largest uranium position 😅 IF there is any weakness in the stock on the back of this deal because "tHeY gAvE aWaY 45%" it would be a massive gift from folks who don't understand the concept of the cost of capital the shackles you need to put on a project through fixed price contracts to satisfy the banks and the further dilution that would be necessary to keep moving forward without a JV like this. but I would be surprised to see any weakness. The deal is simply great. I've been a long term advocate for a $BMN.AX - $DYL.AX merger"  
[X Link](https://x.com/rekurencja/status/2021883616226132065)  2026-02-12T09:46Z [----] followers, [----] engagements


"@PraiseKek @TRAVmoneyofmine @moneyofminepod @TRAVmoneyofmine could you guys post a message when you sell $LGO 😜"  
[X Link](https://x.com/rekurencja/status/2022049236330987976)  2026-02-12T20:44Z [----] followers, [---] engagements


"I guess it's over now $LGO Sold my Largo $LGO position that I bought last week and took +40% gains home. That IOC-deal was a major de-risking factor for me as it would have provided steady and much needed liquidity stream in a critical moment. Finding a new off-taker and finalizing the agreement(s) is Sold my Largo $LGO position that I bought last week and took +40% gains home. That IOC-deal was a major de-risking factor for me as it would have provided steady and much needed liquidity stream in a critical moment. Finding a new off-taker and finalizing the agreement(s) is"  
[X Link](https://x.com/rekurencja/status/2022049608357359911)  2026-02-12T20:46Z [----] followers, [----] engagements


"RT @mineralstocks: Fair comments smart guy. Let's challenge this a bit though. I assume Largo $LGO has a residual burn rate of $1.7-2M/mo"  
[X Link](https://x.com/rekurencja/status/2022057910172627350)  2026-02-12T21:19Z [----] followers, [--] engagements


"@mondyinvest What would need to happen for you to ever consider a uranium junior miner an attractive investment 😁"  
[X Link](https://x.com/rekurencja/status/2022183119080894943)  2026-02-13T05:36Z [----] followers, [---] engagements


"Cameco is currently valued as a nuclear tech company not a miner. It's true that the market basically doesn't value derisking going to production. yet. It will suddenly value it a lot when replacement rate contracting finally starts (max 1-1.5 years from now imo). Bannerman is likely to outperform then. Skate to where the puck is going not to where it is https://twitter.com/i/web/status/2022194287216136645 https://twitter.com/i/web/status/2022194287216136645"  
[X Link](https://x.com/rekurencja/status/2022194287216136645)  2026-02-13T06:21Z [----] followers, [---] engagements


"It means nothing in practice except a bigger fool game where you hold a hot potato and throw it away right before they inevitably need to massively dilute on bad terms AND cap upside through fixed price contracts to secure debt. Better for the long term to flush this kind of players from the stock anyway https://twitter.com/i/web/status/2022195317332979889 https://twitter.com/i/web/status/2022195317332979889"  
[X Link](https://x.com/rekurencja/status/2022195317332979889)  2026-02-13T06:25Z [----] followers, [--] engagements


"RT @mineralstocks: PR 12th Feb: 50% tariff imposed on Brazilian-origin material continues to restrict direct supply to US. Removal of tar"  
[X Link](https://x.com/rekurencja/status/2022212575933739039)  2026-02-13T07:33Z [----] followers, [--] engagements


"An in-depth article about one of the groups involved in the recent audacious attack on Niamey airport in Niger 🚩 Qui est vraiment le groupe Lakurawa Pourquoi son nom revient de plus en plus dans lactualit scuritaire au Sahel 🔶 Ce qui inquite les observateurs : volution rcente du groupe Capacit de recrutement Dynamique rgionale instable 🔷 Mais plusieurs questions https://t.co/38wqZQ9rO8 🚩 Qui est vraiment le groupe Lakurawa Pourquoi son nom revient de plus en plus dans lactualit scuritaire au Sahel 🔶 Ce qui inquite les observateurs : volution rcente du groupe Capacit de recrutement"  
[X Link](https://x.com/rekurencja/status/2022213711000482230)  2026-02-13T07:38Z [----] followers, [---] engagements


"The Niger junta appears to have lost the plot if they think they stand a chance in any sort of military confrontation with the French. How about you deal with terrorists roaming freely in your capital city first La Niger va entrer en guerre avec la France menace le gnral Amadou Ibro https://t.co/jfaoNtBaAc La Niger va entrer en guerre avec la France menace le gnral Amadou Ibro https://t.co/jfaoNtBaAc"  
[X Link](https://x.com/rekurencja/status/2022219161997557814)  2026-02-13T07:59Z [----] followers, [---] engagements


"RT @Mark_IKN: Worth repeating: There are [----] jrs on the TSX/V 90% are a waste of time Therefore the balanced jr mining obser"  
[X Link](https://x.com/rekurencja/status/2022219489224667211)  2026-02-13T08:01Z [----] followers, [--] engagements


"RT @eonem: Every time I see someone saying the hardest part of software engineering was writing the code itself I check their LinkedIn t"  
[X Link](https://x.com/rekurencja/status/2022255962069901823)  2026-02-13T10:26Z [----] followers, [--] engagements


"RT @Alexsei88: What about ferrovanadium - would that 50% tariff on FeV imported from Brazil into the US be removed as well Best regards"  
[X Link](https://x.com/anyuser/status/2022258085566235045)  2026-02-13T10:34Z [----] followers, [--] engagements


"@Alexsei88 "OK now tell the iron ore calcine buyer to withhold payment. Don't ask questions""  
[X Link](https://x.com/rekurencja/status/2022259763111719177)  2026-02-13T10:41Z [----] followers, [---] engagements


"@hchris999 @PraiseKek Exactly. @PraiseKek I know you are bullish the tokenization trend and Chainlink in particular but how do you benefit from it as an investor (assuming no stake in the private company)"  
[X Link](https://x.com/rekurencja/status/2022266776944357396)  2026-02-13T11:09Z [----] followers, [---] engagements


"@AlexMiningGuy Tell me you don't understand the concept of the cost of capital the shackles you need to put on a project through fixed price contracts to satisfy the banks and the further dilution that would be necessary to keep moving forward without a JV like this without telling me 😜"  
[X Link](https://x.com/rekurencja/status/2022180970414412126)  2026-02-13T05:28Z [----] followers, [---] engagements


"People are dumb/shortsighted and they sell because they think the company "sold 45% of the upside" without stopping to think for a minute what would it cost in terms of cost of capital and overall dilution to bring this mine to production. Now they've just completely derisked financing. Same reason why people sell or get angry whenever their mining stock raises any amount of money. We need to wait for the cycle to play out more and other companies to showcase what can be the cost of capital and dilution"  
[X Link](https://x.com/rekurencja/status/2022190872092188904)  2026-02-13T06:07Z [----] followers, [---] engagements


"Exactly. They eliminated downside derisked going to production almost entirely (minus construction risk that always remains but in their case is small anyway) and still retain plenty of torque to benefit from upside pricing cases at a producer rather than developer-with-massive-financing-overhang multiple"  
[X Link](https://x.com/rekurencja/status/2022191632888615129)  2026-02-13T06:10Z [----] followers, [---] engagements


"@NeilRingdahl It's never different this time. Nihil novi sub sole"  
[X Link](https://x.com/rekurencja/status/2022748126109720726)  2026-02-14T19:01Z [----] followers, [---] engagements


"Cameco management is talking a lot but not necessarily doing what they preach. Years go by and their contract book continues being dog shit. Why sign deals such as the one they signed with Ukraine or are reportedly about to sign with India Why not leverage their dominant position in the West and sign them at +50% price They are currently mining themselves out of best ore and will need to invest significant capex into existing and greenfield projects to maintain their production profile over the coming decade. Imho the only reason Cameco is valued so richly right now is that they are seen by"  
[X Link](https://x.com/rekurencja/status/2022768718497939932)  2026-02-14T20:23Z [----] followers, [---] engagements


"@DJC37986880 @HorribleDisgust @WolanskyJa91908 Check Paladin's peak valuation metrics this cycle to see what potential $BMN may have. Hell if Boss with their dogshit asset can reach the valuation they did on a producer rerate you think $BMN won't"  
[X Link](https://x.com/rekurencja/status/2022279032255955073)  2026-02-13T11:57Z [----] followers, [---] engagements


"This is the most hilarious uranium article in a long time. It has everything: - clueless fuel buyers who don't understand that they fell victim to false marketing by junior miners and who seemingly do no supply-demand modelling whatsoever - miners who don't understand that spewing BS about expanding production at $65/lb gives them a 10% share price bump for a month at a cost of years of pain afterwards - naive US industry insiders and market participants who don't seem to grasp that there simply arent any meaningful undeveloped deposits that can make a dent in the domestic supply gap It will"  
[X Link](https://x.com/rekurencja/status/1985114360138645740)  2025-11-02T22:38Z [----] followers, [----] engagements


"Fun vanadium fact: the price of ferro-vanadium in the US (Pittsburgh warehouse) is up 19% in the last [--] days. Something appears to be changing in the vanadium market"  
[X Link](https://x.com/rekurencja/status/2021469360939020448)  2026-02-11T06:20Z [----] followers, 13.4K engagements


"I love to see narratives like these emerge as the price of bitcoin keeps dropping. This and quantum computing that's about to make computational complexity-based cryptography obsolete Bitcoin is in its final stages. Hundreds of billions have been invested into something with literally zero utility or intrinsic value. It was created by gamblers pedophiles and criminals then sold to the masses through fabricated narratives like inflation hedge store of Bitcoin is in its final stages. Hundreds of billions have been invested into something with literally zero utility or intrinsic value. It was"  
[X Link](https://x.com/rekurencja/status/2021718632695234669)  2026-02-11T22:50Z [----] followers, [---] engagements


"Absolutely they are. For that reason I'm not sure how throwing accusations at other countries is going to solve the problem. Boko Haram and ISIS affiliated groups don't need anyone's backing. They are trying to implement their worldview in this part of the world and can only be fought back with strenght https://twitter.com/i/web/status/2022920293447016544 https://twitter.com/i/web/status/2022920293447016544"  
[X Link](https://x.com/rekurencja/status/2022920293447016544)  2026-02-15T06:25Z [----] followers, [---] engagements


"This headline can definitely trigger a pullback. Having said that as much as Russia is a powerhouse of conversion and enrichment aren't they a net importer of U3O8 They are short uranium looking into 2030s just like everyone else. Bringing back Russian enrichment could result in a net swing of say up to 20Mlbs-eq through underfeeding and tails re-enrichment but by my maths this won't be nearly enough to balance supply-demand. So all in all this sounds like a potential pullback on sentiment with long term uranium fundamentals intact. Am I missing something"  
[X Link](https://x.com/rekurencja/status/2022943810859204861)  2026-02-15T07:59Z [----] followers, [---] engagements


"A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good 😉"  
[X Link](https://x.com/rekurencja/status/2018770464332709889)  2026-02-03T19:36Z [----] followers, 28.2K engagements


"There is more and more headlines repeating [-----] tonnes as the alleged amount of finished uranium concentrate Niger is willing to make a deal about with Orano. This is fake news. The real number is around 1500tU = 4Mlbs U3O8 - roughly one year of production from Somair. If Niger junta hands over Orano's share to the French it would be a welcome de-escalation step and a positive for the country  Le gouvernement militaire du Niger a dclar tre prt restituer environ [--] [---] tonnes de concentr duranium produites par Orano la mine de Somair Mine aprs avoir pris le contrle du site dans le cadre dun"  
[X Link](https://x.com/rekurencja/status/2023049153597653365)  2026-02-15T14:57Z [----] followers, [----] engagements


"To the Boards and Executives of Deep Yellow Limited ($DYL.AX) and Bannerman Energy ($BMN.AX) The uranium sector is at an inflection point. With a rapidly tightening supply-demand balance the world http://x.com/i/article/1888147292441505792 http://x.com/i/article/1888147292441505792"  
[X Link](https://x.com/rekurencja/status/1888149943853933052)  2025-02-08T08:56Z [----] followers, 24K engagements


"Removal of NEPA is very bullish for infrastructure and natural resource developments in the US. It's exactly the kind of useless red tape that stands in the way of many projects. Bullish US nuclear uranium $ISO $EU $URG (and others) REEs $UUUU copper $TMQ $NAK and more 🚨 There it is. Removal of all NEPA regulations is coming shortly. It's an interim final rule meaning that the administration does not plan on going through notice and comment first. Here we go No turning back now. https://t.co/9IOR6vwbBj 🚨 There it is. Removal of all NEPA regulations is coming shortly. It's an interim final"  
[X Link](https://x.com/rekurencja/status/1891610489962013081)  2025-02-17T22:07Z [----] followers, 14K engagements


"New shockingly bearish development for the uranium sector has just dropped. French engineers discovered a way to fuel their nuclear reactors with [---] bills. Leading SeekingAlpha analysts believe this explains the recent sell-off in uranium equities. It's over. Orano has masterfully outplayed the Niger Junta deconsolidating its Niger assets & fully writing them off. It traded a worthless camel pasture (Imouraren) & a dinosaur mine (Somar) for freedom from $100s of millions in reclamation costs all while playing the victim 🎭 https://t.co/SaSXD0ZzAD Orano has masterfully outplayed the Niger"  
[X Link](https://x.com/rekurencja/status/1892299969471594691)  2025-02-19T19:47Z [----] followers, [----] engagements


"Bearish uranium. The stocks are due a correction. Trump: We need double the energy that we have right now Trump: We need double the energy that we have right now"  
[X Link](https://x.com/rekurencja/status/1893066276097970559)  2025-02-21T22:32Z [----] followers, [----] engagements


"If $NXE @NexGenEnergy_ produces more than 20Mlb in [----] I'm going to wear Leigh Curvyer's portrait on a t-shirt for a year. If they don't I'm going to make a lot of money. You can bookmark this. Any significant delay to the NexGens $NXE The Rook project could be the Cigar Lake moment of this cycle. Good thing is that the market and the utilities are pricing in that the mine is going to provide [--] mlbs in [----]. It is a complex mine to build not an easy task. #uranium Any significant delay to the NexGens $NXE The Rook project could be the Cigar Lake moment of this cycle. Good thing is that the"  
[X Link](https://x.com/rekurencja/status/1894160804053762138)  2025-02-24T23:01Z [----] followers, [----] engagements


"Uranium stocks are entering overbought territory. Correction coming"  
[X Link](https://x.com/anyuser/status/1894805990844821715)  2025-02-26T17:45Z [----] followers, 18K engagements


"A delay in Arrow $NXE coming online and a likely revision of the unrealistic production profile (assumed 20M+ lb in the first year to pump the NPV) will be the "Cigar Lake flooding" of this uranium cycle. It's not an "if" it's a "when" I can tell you with a straight face that many utilities when prompted about their concern (or lack thereof) about a future uranium shortage believe one of two things: eventually SPUT lbs. will shake out or; Arrow will be producing almost 30mlbs./yr. [--] years from now. Short 🧵 I can tell you with a straight face that many utilities when prompted about their"  
[X Link](https://x.com/rekurencja/status/1895917917000339955)  2025-03-01T19:23Z [----] followers, 16.7K engagements


"@YellowLabLife @TRAVmoneyofmine If this is your "short thesis" then it's pretty weak. SPUT and YCA jointly own 88M lb U3O8. If they sell 1M lb it will fund their G&A a couple of years and will be easily absorbed by the spot market. The utilities can't wait [--] years to gradually consume SPUT and YCA"  
[X Link](https://x.com/rekurencja/status/1899586786537406936)  2025-03-11T22:22Z [----] followers, [----] engagements


"@GovNuclear China is announcing/commencing construction of [--] 1GW reactors per year. What have you done so far this year"  
[X Link](https://x.com/rekurencja/status/1907497999132959159)  2025-04-02T18:18Z [----] followers, 12.2K engagements


"Regular reminder that weakly radioactive Swedish mud in ecologically sensitive areas is not a realistic source of economic uranium supply District Metals Announces Inferred Mineral Resource Estimate of [---] Billion Tonnes at a Grade of [---] ppm U3O8 Containing [---] Billion Pounds U3O8 for the Viken Energy Metals Deposit in Sweden $DMX.V https://t.co/mXQlFLTbxC District Metals Announces Inferred Mineral Resource Estimate of [---] Billion Tonnes at a Grade of [---] ppm U3O8 Containing [---] Billion Pounds U3O8 for the Viken Energy Metals Deposit in Sweden $DMX.V https://t.co/mXQlFLTbxC"  
[X Link](https://x.com/rekurencja/status/1917112214034485571)  2025-04-29T07:02Z [----] followers, [----] engagements


"Pinyon Plain is the highest grade uranium mine in the US and one of the highest grade in the world ex Athabasca. Its problem is running out of confirmed resources. Athabasca style drill results like this can take care of it $UUUU ⚡DRILL ALERT⚡ 5.33m @ 5.70% U3O8 (AuEq: [------] g/t) Energy Fuels Inc. $EFR.TO Project: Pinyon Plain - USA (Arizona) Price: $6.27 Mcap: $1.3b From depth: 43.282m Download DrillAlert in the App stores ⚡DRILL ALERT⚡ 5.33m @ 5.70% U3O8 (AuEq: [------] g/t) Energy Fuels Inc. $EFR.TO Project: Pinyon Plain - USA (Arizona) Price: $6.27 Mcap: $1.3b From depth: 43.282m Download"  
[X Link](https://x.com/anyuser/status/1917914493809549456)  2025-05-01T12:10Z [----] followers, [----] engagements


"Ok this is completely damning for $GLO. They've just admitted that they have literally no financing options anywhere close to secured. This explains the horrible terms of the raise announced today. @BidBird10 https://t.co/Jqg9SEKNhW @BidBird10 https://t.co/Jqg9SEKNhW"  
[X Link](https://x.com/anyuser/status/1935094318571614444)  2025-06-17T21:56Z [----] followers, [----] engagements


"This guy knows what he is talking about. Anyone who expected the amount of cash raised by SPUT to result in an immediate jump back above $100/lb have no idea what they are talking about. Unfortunately many people listen and buy with unrealistic expectations and no patience which contributes to uranium stocks struggling to maintain momentum without an endless stream of super bullish news. The spot market is NOT dry. There are producers selling new pounds into the spot market every month/quarter. When there is no buying pressure over a period of time these pounds accumulate in the hands of"  
[X Link](https://x.com/rekurencja/status/1940309873771643021)  2025-07-02T07:21Z [----] followers, [----] engagements


"$MP @MPMaterials is about to reach a valuation that should make them think about value accretive M&A to consolidate their position in the US Rare Earth / Critical Minerals supply chain. Strike iron while it's hot. Prime candidate: $UUUU @Energy_Fuels - The only facility in the US licensed to process monazite ores (to extract REEs and uranium) - World class development-stage projects (especially Toliara) that can feed White Mesa with monazite feed while printing cash from Heavy Mineral Sands - Bonus 1: Leading US uranium producer who own the only hard rock uranium mill in the US - Bonus 2:"  
[X Link](https://x.com/rekurencja/status/1943348252058784098)  2025-07-10T16:35Z [----] followers, 12.8K engagements


"Guess why Honeymoon has been written down mothballed and sold for a pack of cigarettes by Uranium One. Noticed how all small ISR uranium mines that struggled in the past $EU $BOE.AX $PEN.AX $URG and whose new owners promised to fix are struggling to perform You can't fix the rocks. You can only make some investors believe you can. Small ISR is a minefield of uncertainty and underperformance in general. Personally I avoid holding such stocks beyond the first drum. Boss Energy's FY26 guidance shows costs 23-42% higher than expected while production falls 7% short of estimates. Bad for the"  
[X Link](https://x.com/rekurencja/status/1949710874559615055)  2025-07-28T05:57Z [----] followers, 15.5K engagements


"Swedish uranium mud fights of AD [----] are here and I'm lovin it $AEE $DMX Wrong Less #Tiris it's a negative EV for #Haggan $AEE #uranium Wrong Less #Tiris it's a negative EV for #Haggan $AEE #uranium"  
[X Link](https://x.com/rekurencja/status/1962276250132623462)  2025-08-31T22:08Z [----] followers, [----] engagements


"Not gonna lie the dewatering race between Cornish Metals $CUSN and Ivanhoe Mines $IVN is exciting to watch. Who will be the winner Tin Barons of Cornwall or Copper King @robert_ivanhoe 😜 #pumpit #titansofdewatering Stage [--] dewatering of the Kakula Mine is underway with the first [--] high-capacity pumps installed. The remaining [--] pumps are expected to be installed by mid-September. https://t.co/5JZTCshJZT Stage [--] dewatering of the Kakula Mine is underway with the first [--] high-capacity pumps installed. The remaining [--] pumps are expected to be installed by mid-September. https://t.co/5JZTCshJZT"  
[X Link](https://x.com/rekurencja/status/1962916933105258604)  2025-09-02T16:34Z [----] followers, [---] engagements


"Well I didn't expect $LOT.AX to move to the next chapter of a " troubled restart story" this fast 😆 Next they are going to try to convince you that this capital is for their imperial expansion plans in Botswana or sth. While yet another uranium restart project announces the first drum of U3O8 it's worth a reminder that despite this being a nice headline moment it's pretty meaningless in terms of assessing the likelihood of a project achieving commercial success at scale. Let's see how this While yet another uranium restart project announces the first drum of U3O8 it's worth a reminder that"  
[X Link](https://x.com/rekurencja/status/1963128502640906276)  2025-09-03T06:34Z [----] followers, [----] engagements


"Top [--] holdings in the new $METL ETF: [--]. A leading uranium producer $CCJ [--]. A leading copper producer $IVN [--]. $UEC @AmirAdnani is definitely a very shrewd operator punching way above his weight (as measured by volume produced 😇). The latest expansion into the conversion space is a great example of out of the box thinking. 🚀 Were thrilled to announce the launch of the Sprott Active Metals & Miners ETF (Nasdaq: METL) now trading as of September [--] [----] ⛏ METL brings the energy of active management to an ETF designed to pursue long-term capital appreciation by investing across the spectrum"  
[X Link](https://x.com/rekurencja/status/1965826543046767048)  2025-09-10T17:15Z [----] followers, [----] engagements


"If $UUUU successfully executes in the next couple of years* I genuinely believe that Mark Chalmers and his team will be remembered as some of the best mining managements of the last couple of decades *which won't be easy since they need to build or expand [--] operations on [--] continents and spend $1.5-2B dollars Headline you absolutely love waking up to Mark Chalmers venturing into rare earths in [----] instead of acquiring then overpriced uranium assets looks smarter by every day That man was hated for years for maximizing the moat of White Mesa Mill instead of going all-in to uranium"  
[X Link](https://x.com/rekurencja/status/1976408298393043345)  2025-10-09T22:03Z [----] followers, [----] engagements


"With this attitude demonstrated by some utilities it's almost certain we are going to set a new inflation-adjusted all-time high in this uranium cycle. Utilities are going to keep kicking the can down the road until they physically corner themselves and end up having to buy $YCA SPUT or both For those that dont know some utilities accuse Cameco of trying to manipulate the uranium market higher since they refuse to expand capacity without proper contracts in place first. For those that dont know some utilities accuse Cameco of trying to manipulate the uranium market higher since they refuse to"  
[X Link](https://x.com/anyuser/status/1982941990577709542)  2025-10-27T22:46Z [----] followers, [----] engagements


"If $VMM.AX and $MEI.AX get delayed or canceled over environmental concerns it's bearish west-aligned clay hosted rare earth deposits in general and very bullish hard rock. $vmm $mei thanks management for sharing to shareholders I will if u wont #brazil #environment @ChuckChunder007 @stockswami https://t.co/dIUBe6epQl $vmm $mei thanks management for sharing to shareholders I will if u wont #brazil #environment @ChuckChunder007 @stockswami https://t.co/dIUBe6epQl"  
[X Link](https://x.com/rekurencja/status/1993570883366236647)  2025-11-26T06:41Z [----] followers, 60K engagements


"#uranium folks losing their minds over a prolonged pullback. I don't see many talk about: 🔻Uranium doesn't exist in vacuum. Entire commodity space dumping hard for weeks. Could be a leading indicator of a recession 🔻With NVDA becoming the most valuable company in the world the whole market feels like its March [----] 🔻ETF rebalancing season BUT 🍀60-day Tenex waiver expires mid-July 🍀90-day DoE waiver expires mid-August 🍀Kazatomproms [----] guidance coming in August Things can stay bad or get worse (recession materializing followed by take-off when liquidity bazookas fire) in the coming"  
[X Link](https://x.com/rekurencja/status/1804194878567444589)  2024-06-21T16:49Z [----] followers, 26.3K engagements


"Apparently according to quite a few folks: [--]. Uranium spot price doesn't matter because it's so thinly traded and miners make money mostly from long-term contracts [--]. The reported long-term price doesnt matter either because it's the lowest offer [--]. There is no conversion bottleneck If one believes all these statements are true then the uranium miners sector has a big problem and it's hard to say what and when will get things moving again. In my view however: - Spot price matters a lot to stock prices whether you like it or not. We need higher volumes to see true price discovery - Fake LT"  
[X Link](https://x.com/rekurencja/status/1863684065901355319)  2024-12-02T20:38Z [----] followers, [----] engagements


"Trump using nuclear power as a prime example of how they are going to expedite timelines of environmental approvals is the most bulish news I've seen in a long time. Let's be clear it will never be "a week" but Trump saying this to the Wallstreet crowd can influence the confidence and sentiment around the sector"  
[X Link](https://x.com/rekurencja/status/1867277358107148746)  2024-12-12T18:36Z [----] followers, [----] engagements


"Dear Santa 🎅 Please inspire @brandon_munro and John Borshoff to: [--]. merge $BMN and $DYL into a heavyweight with capital strength to nearly fund capex for one of their projects from existing cash [--]. send a clear message to utilities that they won't build both projects in parallel so they can cross the other one off their list of imaginary uranium supply sources before [----] Thank You 🎄🎁🌠 1/ Big News from Deep Yellow ($DYL They've just updated the Ore Reserve Estimate for the Tumas Project with an 18% increase to 79.3M lbs U3O8 Here's why this is a game-changer and what it could mean for the"  
[X Link](https://x.com/rekurencja/status/1869436694124204162)  2024-12-18T17:36Z [----] followers, [----] engagements


"There is an insane amount of double counting and hand waving going on in the uranium space to explain why the price is not moving. Zoom out and there are just [--] numbers that matter: - how many pounds are consumed by reactors each year - how many pounds come out of the ground Time is all we need. Uranium loans are not secondary supply. Inventory drawdowns are not secondary supply. Uranium loans are not secondary supply. Inventory drawdowns are not secondary supply"  
[X Link](https://x.com/rekurencja/status/1904773519008809311)  2025-03-26T05:52Z [----] followers, 14.9K engagements


"I've just realized that Centrus $LEU CFO resigned to pursue other opportunities [--] months after the Chief Compliance Officer also departedin order to pursue another opportunity. Sounds not suspicious at all"  
[X Link](https://x.com/rekurencja/status/1954555213685096787)  2025-08-10T14:47Z [----] followers, [----] engagements


"Congratulations to all $UUUU shareholders 🍾What a recovery rally this has been - 4x since early April this year. With the current #REE tailwinds and outperformance vs uranium peers they have all the tools in their hands to execute. However as of today I'm out of $UUUU stock: 🤑Need to spend $1.4B to $2B CAPEX in the coming years: - White Mesa: $350M+ Mill Phase [--] (plus extra for any HREE expansion) - Donald: $136.5M to earn 49% + likely further $80M to fund 1/2 of Phase [--] = $220M - Toliara: $520M Toliara DFS + $71M for Monazite expansion = $591M+ - US uranium to sustain production at a level"  
[X Link](https://x.com/rekurencja/status/1960435479154696391)  2025-08-26T20:13Z [----] followers, 21.3K engagements


"Uranium miners are their own biggest enemy. After putting a cap on term price for a couple quarters by foolishly offering significant % of Kayelekera pounds at a discount Lotus Resources $LOT.AX now proceed to claim that Letlhakane flowsheet is viable at $82/lb 🤡 There is absolutely zero chance this project can enter and sustain production at anywhere near the current price. To claim otherwise is incredibly short sighted of the managment and damaging to the whole industry 🤦♂"  
[X Link](https://x.com/rekurencja/status/1982732553183199579)  2025-10-27T08:54Z [----] followers, [----] engagements


"@AngelicaOung This map is outdated. Since then the Netherlands joined the openly pro-nuclear fraction. Estonia is allegedly close to joining as well. The lack of public support from Sweden is baffling to me considering their energy mix"  
[X Link](https://x.com/rekurencja/status/1450992561171189762)  2021-10-21T01:09Z [----] followers, [--] engagements


"Extinction Rebellion @ExtinctionR activists in Poland protesting against the upcoming criminal closure of German nuclear plants 🙏 The #NuclearEnergy tide is definitely turning positive #ClimateAction #SaveGer6 Mierzymy si z demonem zagady mwi uczestnik wczorajszego protestu pod konsulatem Niemiec w Opolu. #XROpole i @Fota4Climate protestowao przeciwko przedwczesnemu wyczaniu sprawnych elektrowni jdrowych w Niemczech. Ostatnie reaktory zostan wyczone w [----]. 1/7 https://t.co/icg8z8Y8KY Mierzymy si z demonem zagady mwi uczestnik wczorajszego protestu pod konsulatem Niemiec w Opolu. #XROpole i"  
[X Link](https://x.com/rekurencja/status/1474401808076484608)  2021-12-24T15:29Z [----] followers, [---] engagements


"So according to the pres. of #Kazakhstan the 'foreign terrorists' stole the bodies of their fallen comrades from the morgues. That's why there are now no foreigners among the dead. Totally believable. Do western utilities really want to source #uranium from a regime like this  .     . https://t.co/a9uc5GkKAJ  .     . https://t.co/a9uc5GkKAJ"  
[X Link](https://x.com/rekurencja/status/1480853761698508804)  2022-01-11T10:47Z [----] followers, [--] engagements


"Russian duma members openly calling for Russia to take over Kazakhstan listing #uranium production as one of the main reasons. I hope US fuel buyers see this 🤡  :    ;    ;  . -:  https://t.co/x3FX91AX2Q  :    ;    ;  . -:  https://t.co/x3FX91AX2Q"  
[X Link](https://x.com/rekurencja/status/1501614076966977536)  2022-03-09T17:41Z [----] followers, [---] engagements


"@frantzfries Do you even understand what a several orders of magnitude higher valuation would mean and how would it compare to say. the world's economy"  
[X Link](https://x.com/rekurencja/status/1581043107046432768)  2022-10-14T22:03Z [----] followers, [--] engagements


"@sikorskiradek @AC_Sobol @michalkarnowski @tvp_info @D_Tarczynski @RafalBochenek Ja tam w adne niejawne powizania nie wierz. Pan po prostu jest dzbanem ktry zmarnowa swj niegdy wielki potencja. Kiedy zagosowabym na Pana w wyborach prezydenckich. Dzi napewno nie. Przykre"  
[X Link](https://x.com/rekurencja/status/1618315729761349634)  2023-01-25T18:31Z [----] followers, [----] engagements


"$SBSW uranium deep dive: -Beatrix: by-product of underground gold mining. Shockingly high AISC of $3025 so gold needs to moon or uranium needs to go to Mars before it produces -Cooke: *very* low grade 100ppm tailings. PFS in progress. IMHO needs higher prices [----] earliest prod FYI the cost of extracting uranium from $SBSW tailings is hardly "minimal". Last year Froneman said they are putting their uranium plans on hold. I expect they will eventually produce (equivalent of a 70Mlbs LoM or 5Mlbs/year mine) but not anytime soon https://t.co/7lGz5eFWs7 FYI the cost of extracting uranium from"  
[X Link](https://x.com/rekurencja/status/1753738778231873676)  2024-02-03T11:14Z [----] followers, 36.2K engagements


"@PauloMacro Picking an arbitrary point in time in a hugely volatile sector to prove "I was right" is funny. U are risking getting quoted back a month from now when the stocks are up again. Price action in the past couple of weeks has zero to do with the thesis you laid out in your thread.🤷"  
[X Link](https://x.com/rekurencja/status/1761083739231203458)  2024-02-23T17:40Z [----] followers, [----] engagements


"At $90/lb+ $SBSW has just excluded the Millsite part of Cooke tailings resource citing "prospect for economic extraction". It's the only mention of uranium in their latest yearly report Tells you everything you need to know about the likelihood of them producing uranium soon $SBSW uranium deep dive: -Beatrix: by-product of underground gold mining. Shockingly high AISC of $3025 so gold needs to moon or uranium needs to go to Mars before it produces -Cooke: *very* low grade 100ppm tailings. PFS in progress. IMHO needs higher prices [----] earliest prod https://t.co/Z2c3HFK7tP $SBSW uranium deep"  
[X Link](https://x.com/rekurencja/status/1766937809133150636)  2024-03-10T21:22Z [----] followers, 22K engagements


"Uranium positions by size: [--]. $URNJ [--]. $BMN [--]. $ISO [--]. $UUUU [--]. $DYL [--]. $DNN [--]. $SASK [--]. $FIND [--]. $EU [--]. $PUR 1-2 overweight 3-7 full 8-10 small Watchlist: [--]. $GLO [--]. 🤐 Recent changes: [--]. $EU dropped from one of the biggest to one of the smallest. I lost patience with persistent insider selling while struggling to ramp up [--]. $PUR better r/r elsewhere"  
[X Link](https://x.com/rekurencja/status/1840268987067736563)  2024-09-29T05:54Z [----] followers, [----] engagements


"Latest news from $WUC: - The $80M CSE-traded company now claims they are going to permit finance build and operate not one but two uranium mills - They use it to justify the company buying a bunch of land conveniently 50% owned by the CEO and his wife #SaveCanadianMining News out from $WUC #uranium: https://t.co/ya4VLGvfQE News out from $WUC #uranium: https://t.co/ya4VLGvfQE"  
[X Link](https://x.com/rekurencja/status/1841216180427653607)  2024-10-01T20:38Z [----] followers, 18K engagements


"As of yesterday's close $FIND is officially out of $URNM. By a lucky coincidence they reported high-grade hits this morning. The overhang is gone and they are ready to fly with plenty of fuel (newsflow) in the coming weeks/months. Now or never 😆 Now a full $FIND position is set in place. The overhang of $URNM removal appears mostly gone. They are fully cashed up for the foreseeable future. A steady stream of news is expected in the coming months. Shallow good grade deposit in the making with further exploration Now a full $FIND position is set in place. The overhang of $URNM removal appears"  
[X Link](https://x.com/rekurencja/status/1841839547715407916)  2024-10-03T13:55Z [----] followers, [----] engagements


"Doomberg said before that he doesn't invest in themes he writes about so he isn't looking at these markets from an investor PoV. It makes him prone to making statements that are obviously true (though some may not know it) but provide zero actionable investment insights. Yes there is lots of uranium on Earth yes we can recycle. No there isn't nearly enough mines ready to turn on supply in the next [--] years at anywhere near the current price. No we can't recycle in any quantities meaningful to the supply-demand situation in the next 5-10 years because of insufficient recycling capacity"  
[X Link](https://x.com/rekurencja/status/1855609707848712450)  2024-11-10T13:53Z [----] followers, 12.9K engagements


"$DNN is the dark horse of the race to bring new production in Athabasca Basin online. My bet is that they are going to win. And we have an update on the permitting front for $DNN Denison https://t.co/LcTTPR4R6Y: https://t.co/wnCp5CkP2q And we have an update on the permitting front for $DNN Denison https://t.co/LcTTPR4R6Y: https://t.co/wnCp5CkP2q"  
[X Link](https://x.com/rekurencja/status/1860195167732662335)  2024-11-23T05:34Z [----] followers, [----] engagements


"A pretty balanced $GLO note from @RedCloudSec: [--]. Admission that the junta may be tempted to sell some of Somair uranium in defiance of Orano and that this would be bearish for Niger and Global [--]. Surprising statement from the junta who "would like the project to move even faster" [--]. Cash will run out by the end of Jan - a few weeks earlier than I hoped. It means it's almost certain they raise again at the end of Dec or early Jan. Whether we hear any debt news till then and what those news are will drive the price at which they raise [--]. Benin border could open in Jan [---] have the potential to"  
[X Link](https://x.com/rekurencja/status/1865298232605065309)  2024-12-07T07:32Z [----] followers, 24.9K engagements


"@KWojczal Zrobiem mema moe si Panu spodoba"  
[X Link](https://x.com/rekurencja/status/1872721042378244493)  2024-12-27T19:07Z [----] followers, [----] engagements


"@uraniuminsider Then why did you (and many others) insist on talking about AI as part of the uranium thesis when you know full well that it's nothing but fugazi at least in the next couple of years People end up buying for the wrong reasons and we've seen many of them selling today"  
[X Link](https://x.com/rekurencja/status/1884006819892445656)  2025-01-27T22:33Z [----] followers, [----] engagements


"Community Note: this junior miner conveniently forgets to clarify that their mill isn't anywhere near operational and requires significant CAPEX to even try to bring it to an operational state. The company has neither the access to capital nor skills to make it happen. Owning a mill is a huge strategic advantage. Anfield owns one of three licensed permitted and constructed conventional uranium mills in the United States. $aec $anldf $OAD #uranium #vanadium #exploration #nuclearenergy #mining #Utah #Colorado #NewMexico #stocks https://t.co/3SnmQvtOnt Owning a mill is a huge strategic"  
[X Link](https://x.com/rekurencja/status/1905182439192059941)  2025-03-27T08:57Z [----] followers, [----] engagements


"Am I missing something or does $WHC.AX tanking together with US coal stocks make zero sense If anything it strengthens their competitive position. I would start aggressive buybacks right about now if I were them. Pretty ugly breakdown for $WHC. Kevin & Paul ditch dividends crank the BB's until [----]. We are all here for [--] onwards. #coaltwitter Pretty ugly breakdown for $WHC. Kevin & Paul ditch dividends crank the BB's until [----]. We are all here for [--] onwards. #coaltwitter"  
[X Link](https://x.com/rekurencja/status/1908212895709638796)  2025-04-04T17:39Z [----] followers, [---] engagements


"Dear Office of Nuclear Energy Just. Fucking. Stop. Talking. Start doing. Yours Sincerely Nuclear advocate Lets make nuclear great again. Lets make nuclear great again"  
[X Link](https://x.com/rekurencja/status/1908222070007140657)  2025-04-04T18:16Z [----] followers, [----] engagements


"Banning import of uranium from China is a step towards forcing US utilities to get serious about securing adequate uranium supplies from friendly sources. The real elephant in the room is Kazakhstan that's in an increasingly uncomfortable position squeezed between Russian and Chinese geostrategic interests while still providing a lot of uranium to the West. A recipe for supply disruption. "Greer indicated openness to discussions about imposing a ban on Chinese uranium imports" https://t.co/ZAGNbBp8eF "Greer indicated openness to discussions about imposing a ban on Chinese uranium imports""  
[X Link](https://x.com/rekurencja/status/1909671481606652399)  2025-04-08T18:15Z [----] followers, 11.9K engagements


"The latest $GLO theory says that $UROY may provide bridge financing until DFC (or JV) money arrives. It's certainly possible. An alternative theory is that: - DFC financing is not confirmed next week - $GLO needs *another* survival raise - there is less apetite in the market to give them any more money without confirmation of full financing and due to the fact that $GLO became 2x *less* attractive on relative risk/reward basis since the bottom on [-----] vs $URNJ - $UROY royalty deal is an emergency plan B to buy them more time once more"  
[X Link](https://x.com/rekurencja/status/1916105054379032707)  2025-04-26T12:20Z [----] followers, 17.6K engagements


"Dear Spanish people would you be willing to reconsider the plan of shutting down your firm reliable baseload nuclear power in the light of this terrible blackout BREAKING: Massive -- really massive -- electricity outage hits Spain which large part of the country suffering blackouts (including Madrid and Barcelona). Data from Spain's national grid shows a lost of [--] GW of demand from 26GW to 12GW in a few seconds. Reason unknonw. https://t.co/KwvDxOOLQJ BREAKING: Massive -- really massive -- electricity outage hits Spain which large part of the country suffering blackouts (including Madrid and"  
[X Link](https://x.com/rekurencja/status/1916818492495483268)  2025-04-28T11:35Z [----] followers, [----] engagements


"The mystery of Askar Batyrbayev's arrest has been solved and it doesn't look pretty for Kazatomprom's and Kazakhstan's reputation as a reliable supplier. One possible side-effect is that current Kazatomprom's execs will be less willing to sign attractive fixed-price contracts. They are incentivized to squeeze utilities on price effectively contributing to the uranium market transitioning from buyer to seller driven. EnergyIntel has explored further the potential fallout on #Uranium markets #Nuclear fuel buyers and JV partners stemming from #Kazakhstan's conviction & prison sentence of former"  
[X Link](https://x.com/rekurencja/status/1929132824483004790)  2025-06-01T11:08Z [----] followers, [----] engagements


"When Doug Beattie comes out with a strong statement like this one should pay attention #uranium"  
[X Link](https://x.com/rekurencja/status/1962282061395284048)  2025-08-31T22:31Z [----] followers, [----] engagements


"While yet another uranium restart project announces the first drum of U3O8 it's worth a reminder that despite this being a nice headline moment it's pretty meaningless in terms of assessing the likelihood of a project achieving commercial success at scale. Let's see how this ramp up goes. Will there be any slippage or spillovers this time 😉 Production of the first dried and drummed U3O8 is the final step in the commissioning of the process plant at @Lotus_Resources's 85%-owned Kayelekera #uranium project in Malawi #nuclear https://t.co/hZadDic4IP https://t.co/h7bNAtcYnq Production of the"  
[X Link](https://x.com/rekurencja/status/1962928893423473114)  2025-09-02T17:21Z [----] followers, [----] engagements


"Looking forward to our lovely Swedish polymetallic developers: [--]. Securing social license to strip mine vast areas of land right on a water source for [--] thousand people [--]. Figuring out how to economically extract uranium at scale out of black shales [--]. Securing approval to mine more than a truckload of U3O8 per year. or alternatively looking forward to the [----] year life of mine When I did a site visit last year it was clear @district_metals has the potential to host several billion pounds of uranium on their properties. The future for uranium is the black shales. Tough to compete with them"  
[X Link](https://x.com/rekurencja/status/1974205503065763871)  2025-10-03T20:10Z [----] followers, 10.5K engagements


"$URA turned into a joke / meme ETF. You aren't buying uranium when you buy $URA. It's prudent to rotate into $URNM and $URNJ before the nuclear meme stocks collapse $oklo takes up way more than double the allocation of all ASX listed uranium tickers combined in $ura $dyl $pdn $boe $bmn $lot $oklo takes up way more than double the allocation of all ASX listed uranium tickers combined in $ura $dyl $pdn $boe $bmn $lot"  
[X Link](https://x.com/rekurencja/status/1999996620205936840)  2025-12-14T00:15Z [----] followers, [----] engagements


"@energy_charts Dear Bruno tell us is your goal to tackle climate change by decarbonizing the economy as soon as possible. Or is your goal simply to promote a particular set of carbon-free technologies even if it leads to a massive increase in CO2 emissions Your actions say the latter"  
[X Link](https://x.com/rekurencja/status/1449124084567134209)  2021-10-15T21:24Z [----] followers, [--] engagements


"The future of clean CO2-free environmentally friendly *energy abundance* is totally possible. It requires #NuclearEnergy working together with #Renewables. Happy that more and more prominent voices speak up in support of #ecomodernism Generating more energy not less increases quality of life for all ☢ Generating more energy not less increases quality of life for all ☢"  
[X Link](https://x.com/rekurencja/status/1478494276833132550)  2022-01-04T22:31Z [----] followers, [--] engagements


"I hope this is quickly resolved but. there is no way around saying that the official website of the biggest producer of #uranium (40+% of global supply) @NAC_Kazatomprom seems to be currently offline: #Uranium #Kazakhstan @quakes99 https://www.isitdownrightnow.com/kazatomprom.kz.html https://www.isitdownrightnow.com/kazatomprom.kz.html"  
[X Link](https://x.com/rekurencja/status/1478720095404924935)  2022-01-05T13:28Z [----] followers, [--] engagements


"@HannaLiubakova Meanwhile Belarusian army is in the final stages of preparation to join the Russian invasion. Gestures mean nothing in this situation. Only a real revolt does"  
[X Link](https://x.com/rekurencja/status/1497900261968388100)  2022-02-27T11:43Z [----] followers, [--] engagements


"@Tsihanouskaya A little bit more of doing and less talking would be a good start pres. @Tsihanouskaya. Belarus has already crossed the line and is co-responsible for this genocidal invasion. The only way to redeem yourself is by actually fighting back against the regime. The time to act is now"  
[X Link](https://x.com/rekurencja/status/1583897200790118400)  2022-10-22T19:04Z [----] followers, [--] engagements


"@vtchakarova What do you know about natural resource exploration and mining Velina A mine is a hole in the ground with a liar standing on top of it. Be careful when sharing PR pieces of mining companies. History is littered with news like this. 90% of them result in absolutely nothing"  
[X Link](https://x.com/rekurencja/status/1675035139082993664)  2023-07-01T06:54Z [----] followers, 12.5K engagements


"@DuchMateusz Jeli Ukraincy nie obal obecnego skorumpowanego oligarchicznego systemu czeka ich kolejne [--] lat beznadziei i stagnacji. Niestety - dla nich i dla nas"  
[X Link](https://x.com/rekurencja/status/1702974011615973612)  2023-09-16T09:13Z [----] followers, [----] engagements


"I refuse to believe this can be true. If it is then what's about to happen will be remembered [---] years from now. From the latest Kuppy's Event Driven Monitor https://t.co/z18ixg0oe9 #uranium #uraniumsqueeze https://t.co/ZAtfzmDTez From the latest Kuppy's Event Driven Monitor https://t.co/z18ixg0oe9 #uranium #uraniumsqueeze https://t.co/ZAtfzmDTez"  
[X Link](https://x.com/rekurencja/status/1746672789023506692)  2024-01-14T23:16Z [----] followers, 13.4K engagements


"$RIG thesis on [--] slide: - biggest fleet of the highest quality longest lead-time highest replacement vale assets in O&G services (deepwater drillships) - underinvested for a decade - demand for deepwater services firm and growing - disciplined contracting - perceived debt risk $RIG $VAL $NE $SDRL $DO $ODL.OL $TDW $OIH Deepwater Floating Rig Cheat Sheet. Oversimplified summary of deepwater rig fleets. Specifications generally matter more than age on deepwater floaters. (1) RIG vs VAL vs NE vs SDRL: RIG is deepwater focused with unique exposure to https://t.co/TUcGiMRPll $RIG $VAL $NE $SDRL $DO"  
[X Link](https://x.com/rekurencja/status/1776655890176934389)  2024-04-06T16:59Z [----] followers, 12.9K engagements


"@PogorzelskaBaca SzanujPani powicenie i wkad w bezpieczestwo Polski ale niestety nie pozostaje mi nic innego jak wyciszy Pani posty. Od jakiegoczasu niewiele wnosz poza niepotrzebnymi emocjami i ciko sije czyta. ycz bezpiecznego powrotu do kraju i zdrowia"  
[X Link](https://x.com/rekurencja/status/1824874994440040555)  2024-08-17T18:24Z [----] followers, [----] engagements


"A key aspect of long-term uranim price reporting that not enough folks understand is that a small distressed wannabe producer (who may well never produce a pound) can set the public price in a given month for the entire 150+ Mlbs/yr market by signing a tiny [--] Mlbs fixed-price contract at a discount. Uranium is a completely broken market"  
[X Link](https://x.com/rekurencja/status/1855362726266016041)  2024-11-09T21:31Z [----] followers, 11.5K engagements


"Christmas junior explorco confession time: I loaded quite heavily today on $FIND @BaselodeE: - exploration success in progress. Ackio is shaping up to be a potentially mineable open-pittable deposit. Significant exploration upside remains too - mgmt with great uranium exploration track record - stock has been massively punished this year due to mainly low quality flow-through investors bailing (mgmt mistake to raise the way they did) and forced ETF selling - that overhang is now basically gone - stock getting punished completely detached from the company fundamentals this year - trading at"  
[X Link](https://x.com/rekurencja/status/1871328760504414483)  2024-12-23T22:55Z [----] followers, [----] engagements


"@KWojczal Panie Krzysztofie czy jest jaki popularny w social media temat na ktrym si Pan nie zna Pytam hipotetycznie z ciekawoci 😇"  
[X Link](https://x.com/rekurencja/status/1872710880552730887)  2024-12-27T18:27Z [----] followers, [----] engagements


"M23 seems smarter this time. They are working to secure the support of the local population in Goma. If they succeed their reign could prove much more durable than the last time $AFM $AFM.V M23 just released a statement I love their clarity. Read 👇🏽 https://t.co/CwBgZuZByM M23 just released a statement I love their clarity. Read 👇🏽 https://t.co/CwBgZuZByM"  
[X Link](https://x.com/rekurencja/status/1885801938312167496)  2025-02-01T21:26Z [----] followers, [----] engagements


"@mfwarder Matt can you make sense of quality Australian coal miners such as $WHC.AX getting murdered alongside their US competitors Why"  
[X Link](https://x.com/rekurencja/status/1908224807197434254)  2025-04-04T18:27Z [----] followers, [----] engagements


"Unfortunately it appears that the "alternative theory" outlined below turned out to be the reality. No DFC loan no JV announcement this week. Instead more good discussions in progress. $GLO and $UROY are likely discussing a royalty or streaming deal in return for $20-50M cash The latest $GLO theory says that $UROY may provide bridge financing until DFC (or JV) money arrives. It's certainly possible. An alternative theory is that: - DFC financing is not confirmed next week - $GLO needs *another* survival raise - there is less apetite in the market to https://t.co/Y1wRCGl9Kh The latest $GLO"  
[X Link](https://x.com/rekurencja/status/1916830293853393271)  2025-04-28T12:22Z [----] followers, [----] engagements


"The facts are that $GLO: - Made little real progress towards securing financing for the mine. "Agreement on major terms of a JV deal" is yet another hand wavey Vancouver-speak for "nothing real to share" - Discounted placement with a cheap full warrant() screams weakness. If they were close to securing the financing the terms would be much different. The vultures are circling. - C$20M of the C$30M have no hold period (LIFE exemption). It's reasonable to expect a flood of paper smashing the stock as soon as the financing closes. Selling shares ASAP and keeping the warrant is a no brainer move"  
[X Link](https://x.com/rekurencja/status/1935072968117547187)  2025-06-17T20:32Z [----] followers, 10.6K engagements


"White Mesa Mill has enough capacity to process plenty of uranium AND REE feed in any single year. Folks who kept complaining about $UUUU strategy can be divided into a few camps: [--]. Don't know how much spare capacity White Mesa has so think it's an either-or proposition [--]. Don't believe $UUUU will be able to output quality REE products and sell them at a profit [--]. Don't like that $UUUU have been raising some money along the way while implementing their strategy (1) is just ignorance. The company has already proven that (2) is misguided and the upcoming integrated DFS should further address"  
[X Link](https://x.com/rekurencja/status/1945188329797878096)  2025-07-15T18:26Z [----] followers, [----] engagements


"Orano CEO in London: "I don't think anybody is that concerned about the uranium mining industry in the short term" Meanwhile Orano: - Lost a 5Mlbs/yr mine in Niger - Has JVs in Kazakhstan with dated decaying assets - Has stakes in mines in Canada that are going run out of ore in the next [--] years - Hopes Mongolia allow them to mine and Russia and/or China allow to transport uranium through their territory"  
[X Link](https://x.com/rekurencja/status/1964443462654128464)  2025-09-06T21:39Z [----] followers, 12.2K engagements


"$BMN @BannermanEnergy is the dark horse to become the first (or the second after $GLO) greenfield uranium producer before [----] if long term price moves to $90 or above in the next [--] years (very likely) CEO Gavin Chamberlain built Husab and he is now in charge of Etango. Well worth a listen. In this new interview I talked with Gavin Chamberlain CEO of @BannermanEnergy (ASX:BMN) Watch here👇 https://t.co/GgC85MZltm In this new interview I talked with Gavin Chamberlain CEO of @BannermanEnergy (ASX:BMN) Watch here👇 https://t.co/GgC85MZltm"  
[X Link](https://x.com/rekurencja/status/1972246383672381615)  2025-09-28T10:25Z [----] followers, 16.6K engagements


"Objective number [--] for #France2030: Nuclear Power. The message is clear even for non-french speakers. The tide has turned. #NuclearEnergy is the future of and the #EuropeanUnion . The good people of et all still have time to not be left behind. #France2030 objectif [--]. Rinventer le nuclaire. https://t.co/uifI7piTC3 #France2030 objectif [--]. Rinventer le nuclaire. https://t.co/uifI7piTC3"  
[X Link](https://x.com/rekurencja/status/1447899329835028482)  2021-10-12T12:17Z [----] followers, [--] engagements


"Promoters attribute solar cost to innovation 'S-curves' but in fact it was mostly cheap coal cheap labour questionable environmental & social practices and price dumping by Chinese polysilicon producers who achieved a monopoly. Now the chickens are coming home to roost The anonymous green chicken @DoombergT joins us to discuss the decline of western industrial capacity why it matters and whether it's too late to reverse it. Listen to the full interview now https://t.co/B0wCWbxzkU https://t.co/Hqo3aAvLxz The anonymous green chicken @DoombergT joins us to discuss the decline of western"  
[X Link](https://x.com/rekurencja/status/1480659364927229960)  2022-01-10T21:54Z [----] followers, [--] engagements


"military is actively shooting at civilian ships and killing civilian crews on the Black Sea. I wonder who is going to sell insurance for U3O8 transports going via the trans-Caspian route and at what terms 🤔 $KAP $CCJ #Uranium #RussiaUkraineWar https://x.com/visegrad24/status/1587144266559754242s=20&t=qRwa4kRDgnltgMhuyNpdDg BREAKING: The Russian Army has fired at civilian tugboats transporting a barge with grain near Ochakiv in Ukraine. [--] crew members were killed. https://t.co/g3Bvu2Fx1Y https://x.com/visegrad24/status/1587144266559754242s=20&t=qRwa4kRDgnltgMhuyNpdDg BREAKING: The Russian"  
[X Link](https://x.com/rekurencja/status/1587164827667120130)  2022-10-31T19:29Z [----] followers, [--] engagements

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