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[@Napalm_1_](/creator/twitter/Napalm_1_)
"Dorado Nova uranium project (JV PTU ISO) in August2025 Step1: $PTU will be included in #uranium sector ETFs (1st will be URNJ) Step2: new drills around Dorada = deposit discovery Step3: ISO takes PTU over ISO owns XX% of Dorada and has XX% stake in PTU today"  
[X Link](https://x.com/Napalm_1_/status/1976666487248265352) [@Napalm_1_](/creator/x/Napalm_1_) 2025-10-10T15:09Z 4594 followers, 1512 engagements


"Mega Uranium $MGA conservative Net Asset Value on September 5th2025 after closing of stockmarket: XXXXX CAD/sh MGA share price only at XXXX CAD/sh XX% discount to NAV😂 I used a zero value for the warrant positions and for the Maureen Property #uranium $NXE $ISO $SASK $PUR"  
[X Link](https://x.com/Napalm_1_/status/1965060810398662758) [@Napalm_1_](/creator/x/Napalm_1_) 2025-09-08T14:33Z 4593 followers, 8504 engagements


"With NXE being at XXXXX CAD/sh now ISO at XXXXX CAD/sh and TOE at XXXX AUD/sh gives a NAV of Mega Uranium $MGA of XXXX CAD/sh vs MGA share price of only XXXX CAD/sh🤣 If I have time I will post an update MGA like other small caps about to catch up large caps #uranium"  
[X Link](https://x.com/Napalm_1_/status/1978097647018770512) [@Napalm_1_](/creator/x/Napalm_1_) 2025-10-14T13:56Z 4594 followers, 3061 engagements


"US miners of strategic importance: $UUUU has a mill in operation + REE $UEC has mill small production & many US projects $EU multi-ISR production $AEC has a mill & projects (UEC is increasing the stake in AEC) $LAM $PUR $URG #uranium"  
[X Link](https://x.com/Napalm_1_/status/1939775837047595284) [@Napalm_1_](/creator/x/Napalm_1_) 2025-06-30T19:59Z 4597 followers, 3271 engagements


"Arrow Rook X #uranium deposits was once just a discovery (2014)Phoenix (2008) Hurricane uranium deposit discovery in 2018 (100% owned by $ISO) Dorado Nova uranium project (JV $PTU ISO) in August2025 Patterson Lake Nord uranium deposit discovered in 2022 (100% owned by $FUU)"  
[X Link](https://x.com/Napalm_1_/status/1964022112701624562) [@Napalm_1_](/creator/x/Napalm_1_) 2025-09-05T17:45Z 4597 followers, 7263 engagements


"URA rebalancing in Januari & July = no add & exits in October Meaning currently held small caps remain in URA & due to sharp decline of small caps last days URA could buy those small caps between now & October XX (couple days before by institutionals) Reweighting #uranium"  
[X Link](https://x.com/Napalm_1_/status/1979865803198697804) [@Napalm_1_](/creator/x/Napalm_1_) 2025-10-19T11:02Z 4597 followers, 7587 engagements


"Just on time (before the sharp share price drop) 🙂 No cash issue here $WUC $FSY #uranium"  
[X Link](https://x.com/Napalm_1_/status/1980173933757272175) [@Napalm_1_](/creator/x/Napalm_1_) 2025-10-20T07:27Z 4597 followers, 1282 engagements