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[@FreiburgCoffeeC](/creator/twitter/FreiburgCoffeeC)
"1/ 🟡 CAMECO PRODUCTION PIPELINE Cameco runs one of the most strategic uranium portfolios in the West producing mines restart-ready assets shelved mega-projects & JV exploration bets. $CCJ $CCO.TO #Uranium #NuclearEnergy #Investing #MiningStocks #EnergySecurity"  
[X Link](https://x.com/FreiburgCoffeeC/status/1956709189276840401) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-08-16T13:26Z 1007 followers, 11.3K engagements


"7/23 They also logged XXX m of altered lower sandstoneeerily similar textures to what preceded hits at the Pike Zone on West McArthur (CanAlaska JV corridor with $CCJ @Cameco). Pattern recognition matters. 🧩⚡ #CCJ #Athabasca"  
[X Link](https://x.com/FreiburgCoffeeC/status/1971198188993511936) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-09-25T13:00Z 1005 followers, XXX engagements


"13/24 For producers the signal is bright: rule-of-law and predictable logistics beat headline tonnage. In tight markets enforceability is part of supply. 💡"  
[X Link](https://x.com/FreiburgCoffeeC/status/1972308370892976440) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-09-28T14:32Z 1005 followers, XXX engagements


"14/24 Context check: Orano is integrated but unlisted; the listed bellwether is Cameco $CCJ @Cameco. When legal risk rises elsewhere Tier-1 credibility can command a premium. 📈 #nuclear"  
[X Link](https://x.com/FreiburgCoffeeC/status/1972308374923690069) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-09-28T14:32Z 1005 followers, XXX engagements


"5/10 Status 📅: XX of XX holes drilled; most beat the companys cutoffs ✅. More results coming. #drilling #mining"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973056014686511601) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-09-30T16:03Z 1008 followers, XXX engagements


"14/23 🧭 Who benefits: credible Western miners with deliverable pounds + solid contracts. 🛢📦 #uraniumstocks #producers #contracts"  
[X Link](https://x.com/FreiburgCoffeeC/status/1974396849995010229) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-04T08:51Z 1005 followers, XXX engagements


"15/23 🔎 Names people watch: $CCJ @Cameco $NXE.TO @NexGenEnergy $UEC @UraniumEnergy $PDN.AX @Paladin_Energy 📊🧠 #uranium #stocks #investing"  
[X Link](https://x.com/FreiburgCoffeeC/status/1974396853895803171) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-04T08:51Z 1005 followers, XXX engagements


"11/23 "Navoiyuran" (operator) runs day-to-day and plugs into existing plants/pipelinescheaper faster. 🏭🧩 #efficiency #mining #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/1975908497914298644) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-08T12:57Z 1005 followers, XXX engagements


"1/4 ⚡🚨 Cameco quietly built a moat around Western nuclear power. From ore to fuel to the reactor gate. How tight is Camecos gripand whos locked out 💥 $CCJ @Cameco"  
[X Link](https://x.com/FreiburgCoffeeC/status/1976621688579346548) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-10T12:11Z 1006 followers, 1992 engagements


"2/4 The map they dont show on TV: ultra-grade Athabasca mines Canadian conversion fuel capacityand a seat at @WECNuclear. Not volume. Timing. Thats what moves the market. 🔥📊 $CCJ @Cameco"  
[X Link](https://x.com/FreiburgCoffeeC/status/1976621692429725850) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-10T12:11Z 1005 followers, XXX engagements


"1/4 ⚡🚨 The Wests nuclear moat has a gatekeeper: Cameco. Inside its snowy fortress are assets most investors havent mapped. Which mine sets the markets clockand which one can change it overnight $CCJ @Cameco 🔥💥 #uranium #nuclear"  
[X Link](https://x.com/FreiburgCoffeeC/status/1977446713737809920) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-12T18:50Z 1006 followers, 1350 engagements


"2/4 Three engines two continents one thesis: Athabascas ultra-grade rock vs. Kazakhstans quiet ISR grid. The cadencenot the volumemoves prices. Who really controls the rhythm 📊🌍 $CCJ @Cameco @World_Nuclear"  
[X Link](https://x.com/FreiburgCoffeeC/status/1977446718133170573) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-12T18:50Z 1005 followers, XX engagements


"3/4 Standby cards that can wake fast. Long-fuse projects waiting for the cycles call. A JV web (CanAlaska Purepoint more) hiding near the backbone. The arsenal is biggerand tighterthan the street thinks. 💡🔥 $CCJ @Cameco @CanAlaska @PurepointU3O8"  
[X Link](https://x.com/FreiburgCoffeeC/status/1977446721195331727) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-12T18:50Z 1005 followers, XXX engagements


"1/23 🚨💥 A Canadian uranium player just made a bold move Down Under. IsoEnergy (@IsoEnergyLtd) is acquiring Australias Toro Energy (@ToroEnergyASX) a deal that could redraw the uranium map 🌍🧭 Heres why the timing couldnt be juicier 🔥"  
[X Link](https://x.com/FreiburgCoffeeC/status/1977584450520461710) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-13T03:57Z 1007 followers, 4695 engagements


"12/23 🧾 How KAP gets paid: mix of spot + short/mid/long term. Often buys JV pounds at a discount to spot then on-sellstracking market while smoothing cash flow. 🔁📈 #commodities #uranium $KAP @NAC_Kazatomprom"  
[X Link](https://x.com/FreiburgCoffeeC/status/1978042070775284006) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-14T10:15Z 1005 followers, XXX engagements


"13/23 🤝 Ownership matters: wholly owned streams = fatter margins; JVs add scale/flexibility. Inkai is a JV with Camecoa keystone partnership. 🧩🏗 #uranium #nuclear $KAP @NAC_Kazatomprom $CCJ @Cameco"  
[X Link](https://x.com/FreiburgCoffeeC/status/1978042074315231460) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-14T10:15Z 1005 followers, XXX engagements


"1/3 ⚡🚨 Coup in Madagascar. Blackouts. APCs in Antananarivo. One signature could freeze Energy Fuels rare-earths plan $UUUU @Energy_Fuels. What happens next 🔥 #rareearths #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/1978521622869868716) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-15T18:01Z 1005 followers, 3801 engagements


"4/23 The government buyer (@DLAMil) is already active: multi-year orders for antimony and tantalum more solicitations coming. A proposed cobalt buy was canceledspecs werent tight. 🧾🪙 #criticalminerals"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965404425392389) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1010 followers, XX engagements


"18/23 Retail checklist for producers: signed multi-year sales documented compliant routes Section 45X eligibility costs that work now and sensible capital spending. If G&A outruns throughputpass. ✅🧾"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965457101713607) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1010 followers, XX engagements


"9/23 Department of Energy Loan Programs Office: long-term fixed-rate government loans for strategic projects. Cheaper debt = faster greenlights. 📄🔑 @ENERGY #infrastructure"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965424088301644) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1010 followers, XX engagements


"22/23 Risks: commissioning hiccups compliance slip-ups and timing slippage. Manage with diversification position sizing and a bias for companies that already ship product. ⚠📦 #risk"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965473094558118) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1010 followers, XX engagements


"13/23 Gatekeeper role: screen teams technology costs feedstock and customers. If it passes $JPM can syndicate big loans and place bondsbringing scale a single company cant. 📊🏛 @jpmorgan"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965438982275376) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1010 followers, XX engagements


"19/23 Developers: bankability beats geology. Front-end engineering and design firm EPC terms visible financing (48C DOE loans equity) and binding offtakes sized to reality. 🏗📈 #projectfinance"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965460650045948) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1010 followers, XX engagements


"21/23 Catalysts to track: 2027 magnet rule new stockpile awards published 45X eligibility DOE loan term sheets and commissioning to first qualified product. 🧪 #catalysts"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965469084766542) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1010 followers, XX engagements


"23/23 Bottom line: Washington writes the rules $JPM stitches the financing and winners turn those rules into revenue. Be a contrarianown the bottlenecks not the brochures. 💡🧲 @jpmorgan #investing"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965477137834304) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1010 followers, XX engagements


"1/23 ⚡🚨 Is a desert uranium mine about to turn thirst into fortune Deep Yellow ( $DYL) @DeepYellowLtd is holding back the trigger waiting for X signatures: water power and long-term contracts. #uranium #nuclear #energy"  
[X Link](https://x.com/FreiburgCoffeeC/status/1965758452640477611) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-09-10T12:45Z 1012 followers, 5633 engagements


"1/23 🚨 What happens when Washington writes the rules and Wall Street brings $1.5T By 2027 this could mean real factories magnets and metalsfast. ⚡🏭🧲 #manufacturing #supplychains #investing"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965392987509087) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1011 followers, XXX engagements


"5/23 Enter $JPM: @jpmorgan plans to arrange/provide up to $1.5T over XX years and invest up to $10B of its own money in strategic U.S. supply chains. 🏦💵 #finance #industrialpolicy"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965407839535604) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1010 followers, XX engagements


"10/23 What does $JPM actually do Sequence the plan: line up 45X add 48C for construction apply for a DOE loanthen layer in private financing. 🧱🔧 @jpmorgan #capitalstack"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965428337127511) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1011 followers, XX engagements


"12/23 Turning policy into cash: monetize tax credits set up customer prepayments offer supply-chain finance and hedge metal prices and interest rates to manage volatility. 💵🛡 #riskmanagement"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965435362570530) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1012 followers, XX engagements


"If this thread helped you see things clearer 💡 wait until you read the full analysis. 📖 Get one article free when you subscribe on Substack. 🎟 Try the premium insights free for X days on Substack or Patreon. Join here 👇🏼"  
[X Link](https://x.com/FreiburgCoffeeC/status/1979965487757881491) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-19T17:38Z 1011 followers, XXX engagements


"1/23 ⚡🚨 Uranium shock: the "godfather" steps aside. What happens when the face of a boom exits mid-cycle The plot just thickened at @DeepYellowLtd ( $DYL ). 💥"  
[X Link](https://x.com/FreiburgCoffeeC/status/1980112803668087234) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-20T03:24Z 1011 followers, 2095 engagements


"7/23 Why this matters today 🌡: @DeepYellowLtd ($DYL) is shifting from developer to potential multi-asset producer. The CEOs skill mix now directly shapes funding and build speed. 🚧"  
[X Link](https://x.com/FreiburgCoffeeC/status/1980112827332334067) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-20T03:24Z 1011 followers, XXX engagements


"8/23 Asset 1: "Tumas" (Namibia)  license in hand financing/offtakes the next dominoes. The right CEO profile can lower the cost of money and unlock FID. 🏗"  
[X Link](https://x.com/FreiburgCoffeeC/status/1980112831065522622) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-20T03:24Z 1012 followers, XXX engagements


"9/23 Asset 2: "Mulga Rock" (WA)  grandfathered under state policy but still a political/regulatory chessboard. DFS refresh aims to add value streams. ♟"  
[X Link](https://x.com/FreiburgCoffeeC/status/1980112834315899042) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-20T03:24Z 1011 followers, XXX engagements


"10/23 Central drama 💥: Can $DYL turn permits + studies into funded construction without costly equity Execution beats geology at this stage. 🪙"  
[X Link](https://x.com/FreiburgCoffeeC/status/1980112837939978567) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-20T03:24Z 1011 followers, XXX engagements


"14/23 What to watch #1 🔍: The "new CEOs mandate." Builder/financier to close Tumas funding Or operator to run multi-site execution The job spec will telegraph strategy. 🎯"  
[X Link](https://x.com/FreiburgCoffeeC/status/1980112853224075631) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-20T03:24Z 1011 followers, XXX engagements


"15/23 What to watch #2 🔍: "Tumas financing pack" debt terms offtake counterparties EPC readiness. Cheaper debt = less dilution = more NAV for holders. 🧮"  
[X Link](https://x.com/FreiburgCoffeeC/status/1980112857128907157) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-20T03:24Z 1011 followers, XXX engagements


"20/23 Signal from the release 🛰: "Global search at an advanced stage." Translation: we should meet the incoming play-caller soon. The clock is ticking"  
[X Link](https://x.com/FreiburgCoffeeC/status/1980112876317913285) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-20T03:24Z 1011 followers, XXX engagements


"21/23 Investor checklist 📝: 1) New CEO profile/contract 2) Debt vs equity mix 3) Offtake quality 4) EPC readiness/inflation buffers 5) WA milestones Score each not vibes. 🎯"  
[X Link](https://x.com/FreiburgCoffeeC/status/1980112880382140855) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-20T03:24Z 1011 followers, XXX engagements


"22/23 My take 😏: Near-term neutral medium-term unchanged upside. $DYL @DeepYellowLtd needs a closer not a storyteller. If they land one the dominoes line up. 🟩🟩🟩"  
[X Link](https://x.com/FreiburgCoffeeC/status/1980112884005831108) [@FreiburgCoffeeC](/creator/x/FreiburgCoffeeC) 2025-10-20T03:24Z 1011 followers, XXX engagements