# ![@FreiburgCoffeeC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1539917102714347520.png) @FreiburgCoffeeC John Galt

John Galt posts on X about $bmnax, $bnnlf, $uuuu, $wstrf the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1539917102714347520/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539917102714347520/c:line/m:interactions.svg)

- [--] Week [------] +32%
- [--] Month [------] -8.20%
- [--] Months [-------] +444%
- [--] Year [-------] +4,185%

### Mentions: [--] [#](/creator/twitter::1539917102714347520/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539917102714347520/c:line/m:posts_active.svg)

- [--] Week [--] +19%
- [--] Month [--] +88%
- [--] Months [---] +212%
- [--] Year [-----] +1,544%

### Followers: [-----] [#](/creator/twitter::1539917102714347520/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539917102714347520/c:line/m:followers.svg)

- [--] Week [-----] +1.30%
- [--] Month [-----] +1.50%
- [--] Months [-----] +166%
- [--] Year [-----] +973%

### CreatorRank: [---------] [#](/creator/twitter::1539917102714347520/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1539917102714347520/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  17.76% [finance](/list/finance)  13.08% [stocks](/list/stocks)  8.41% [travel destinations](/list/travel-destinations)  1.87% [technology brands](/list/technology-brands)  1.87% [cryptocurrencies](/list/cryptocurrencies)  0.93% [exchanges](/list/exchanges)  0.93%

**Social topic influence**
[$bmnax](/topic/$bmnax) 15.89%, [$bnnlf](/topic/$bnnlf) 15.89%, [$uuuu](/topic/$uuuu) 11.21%, [$wstrf](/topic/$wstrf) 11.21%, [ore](/topic/ore) 5.61%, [white](/topic/white) 4.67%, [namibia](/topic/namibia) 4.67%, [$fuu](/topic/$fuu) 3.74%, [uranium](/topic/uranium) #130, [$ccj](/topic/$ccj) 3.74%

**Top accounts mentioned or mentioned by**
[@bannermanenergy](/creator/undefined) [@f3uranium](/creator/undefined) [@energyfuels](/creator/undefined) [@quakes99](/creator/undefined) [@johngalt88](/creator/undefined) [@patrickadownes](/creator/undefined) [@cameconewss](/creator/undefined) [@praisekek](/creator/undefined) [@bossenergy](/creator/undefined) [@erongored](/creator/undefined) [@namwaterna](/creator/undefined) [@nampowernamibia](/creator/undefined) [@culperresearchs](/creator/undefined) [@nexgenenergy](/creator/undefined) [@lotusresources](/creator/undefined) [@canalaskas](/creator/undefined) [@isoenergyltd](/creator/undefined) [@premierauraniumor](/creator/undefined) [@bhp](/creator/undefined) [@asmaus](/creator/undefined)

**Top assets mentioned**
[Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Cameco Corporation (CCJ)](/topic/$ccj) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Denison Mines Corp (DNN)](/topic/$dnn) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Eaton Vance Senior Floating-Rate Fund (EFR)](/topic/$efr) [Bitcoin (BTC)](/topic/bitcoin) [IsoPlexis Corporation (ISO)](/topic/$iso) [BHP Group Limited (BHP)](/topic/$bhp) [Uranium Energy Corp. (UEC)](/topic/$uec) [Ameren, Corp. (AEE)](/topic/$aee) [TotalEnergies SE (TTE)](/topic/$tte)
### Top Social Posts
Top posts by engagements in the last [--] hours

"1/23 ⚡🚨 $FUU just dropped a maiden uranium resource and then moved the drill bit away. 😳 Brilliant capital-cycle move or quiet abandonment 🔥👇"  
[X Link](https://x.com/FreiburgCoffeeC/status/2003328698414694911)  2025-12-23T04:55Z [----] followers, [----] engagements


"Here's my deep dive into @CulperResearch's @NexGenEnergy_ short report. It took me a while to check and cross-reference it with $nxe's feasibility study. I hope it's useful. #uranium https://t.co/91OClS9ZMX https://t.co/91OClS9ZMX"  
[X Link](https://x.com/FreiburgCoffeeC/status/2020570851863650597)  2026-02-08T18:50Z [----] followers, [----] engagements


"🚨 @Lotus_Resources $LOT just produced 70.1k lbs of UO and then raised A$76m at A$2.15. That combo made me dig into the quarterly line by line: - drums sales until converter qualification clears - acid was a real constraint not a footnote - pre-production costs are creeping (US$15.2m vs US$10.6m budget) If youre a shareholder this is the kind of update where the wording matters as much as the numbers. https://t.co/Qzu4qHrf3c https://t.co/Qzu4qHrf3c"  
[X Link](https://x.com/FreiburgCoffeeC/status/2021280025677533374)  2026-02-10T17:48Z [----] followers, [----] engagements


"@patrickadownes Let's face it. People are chasing "magic Internet money". There is no interest in mining because bitcoin and tech is working so much better. I guess we will have to be patient"  
[X Link](https://x.com/anyuser/status/1864203585434607747)  2024-12-04T07:02Z [----] followers, [----] engagements


"1/24 ⚡🚨 What if Canada is hiding the *next Cameco* under its frozen forests A uranium deposit so rich it maxes out radiation meters. and a second discovery that could turn one mine into a district. Is NexGen Energy about to rewrite nuclear history 🔥💥 #uranium $NXE"  
[X Link](https://x.com/anyuser/status/1961064742295912868)  2025-08-28T13:54Z [----] followers, 13.9K engagements


"12/24 Even Kazakhstanthe 800-lb gorillaflagged lower volumes ahead. When the biggest producer blinks the market listens. One tug on the web tightens every strand. 🕸 #Uranium"  
[X Link](https://x.com/anyuser/status/1961260177476223321)  2025-08-29T02:50Z [----] followers, [---] engagements


"China just locked up 60% of a future uranium mines pounds before its even built. ⚡☢ My latest deep dive on @BannermanEnergy $BMN: the Etango JV with CNOL what it really changes for shareholders and why pounds going east could tighten the squeeze on western utilities. 🌍📉➡ https://t.co/zyx90JohsB https://t.co/zyx90JohsB"  
[X Link](https://x.com/FreiburgCoffeeC/status/2022019006434001153)  2026-02-12T18:44Z [----] followers, [----] engagements


"3/24 Why you should care: Uranium isnt oil. Theres no open the tap. Projects are few complex and slow. When one stumbles the whole market feels itbecause price is made at the margin 🪙"  
[X Link](https://x.com/anyuser/status/1961260147009003715)  2025-08-29T02:50Z [----] followers, [---] engagements


"1/23 ⚡🚨 $BOE just pulled the pin on its own long-term mine plan. A uranium producer is basically saying: Stop using our Feasibility Study. 💥 So is this a speed bump or the moment the market realises the pounds werent real 🎯"  
[X Link](https://x.com/FreiburgCoffeeC/status/2001575632749121693)  2025-12-18T08:49Z [----] followers, [----] engagements


"Did you know that BHP Group's Olympic Dam mine in Australia hosts the world's largest known single uranium deposit where uranium is produced as a byproduct of copper mining (contributing 25% of revenue) alongside gold and silver"  
[X Link](https://x.com/FreiburgCoffeeC/status/2004102084468396550)  2025-12-25T08:09Z [----] followers, [----] engagements


"1/10 Why is @cameconewss cheque so small in @CanAlaskas [----] program and does it mean Cameco isnt interested Heres the twist: the small cheque is mostly ownership math not sentiment and it changes how you should read CVVs risk. $CVV $CCO #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/2008851464274546711)  2026-01-07T10:41Z [----] followers, [----] engagements


"1/10 Is @IsoEnergyLtd quietly positioning for @PremierAUraniumor just buying a U.S. uranium option A small-looking share deal may be a much bigger signal about timing leverage and what comes next. $ISO $ISOU #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/2010982290965561773)  2026-01-13T07:48Z [----] followers, [----] engagements


"1/10 ⚡🚨 The uranium markets sleeping giant isnt a junior its $BHP @bhp. Olympic Dam sits on the worlds largest uranium orebody ☢ Yet most investors barely price it. 🎯🔥 So whats being overlooked"  
[X Link](https://x.com/FreiburgCoffeeC/status/2015878927034810629)  2026-01-26T20:06Z [----] followers, [----] engagements


"@PraiseKek In hindsight I should have just bought Cameco and called it a day"  
[X Link](https://x.com/FreiburgCoffeeC/status/2016947177189437646)  2026-01-29T18:50Z [----] followers, [---] engagements


"1/10 ⚡🚨 Is $UUUU secretly building a non-China MAGNET supply chain or just stacking press releases 🎯🔥 @Energy_Fuels wants Utah Korea to become the new rare-earth corridor 💥 And buying @ASM_aus is the missing link. Heres the chain everyones watching ⛓"  
[X Link](https://x.com/FreiburgCoffeeC/status/2017244697513660834)  2026-01-30T14:33Z [----] followers, [----] engagements


"1/10 ⚡🚨 A world-class uranium mine can get stopped by paperwork. 💥 Can Indigenous interventions stall @NexGenEnergy_s Rook I and squeeze a tight uranium market even tighter 🎯🔥 Heres the part most investors dont price"  
[X Link](https://x.com/FreiburgCoffeeC/status/2019755804249731343)  2026-02-06T12:51Z [----] followers, [----] engagements


"Fun fact: $NXE could actually rip higher precisely because it doesnt hit those production numbers. Missing the targets would trigger a brutal uranium short squeeze. So if this report is right it would send the stock (and probably the whole sector) flying and absolutely wreck the hedge fund thats short. Not sure they fully thought this one through. https://twitter.com/i/web/status/2020046330211573927 https://twitter.com/i/web/status/2020046330211573927"  
[X Link](https://x.com/FreiburgCoffeeC/status/2020046330211573927)  2026-02-07T08:05Z [----] followers, [---] engagements


"@Boss_Energy ( $BOE ): Director Joanne Palmer bought [----] shares on-market at A$1.76 (modest increase in insider ownership). https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/79782/boss-energy-director-joanne-palmer-increases-stake-through-on-market-share-purchase/ https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/79782/boss-energy-director-joanne-palmer-increases-stake-through-on-market-share-purchase/"  
[X Link](https://x.com/FreiburgCoffeeC/status/2020362824392823178)  2026-02-08T05:03Z [----] followers, [---] engagements


"@PraiseKek Is resignation still a thing nowadays :D"  
[X Link](https://x.com/FreiburgCoffeeC/status/2020804631731859895)  2026-02-09T10:19Z [----] followers, [---] engagements


"@quakes99 $UEC will become the meme stock it was always meant to be 😂"  
[X Link](https://x.com/FreiburgCoffeeC/status/2021419786748801347)  2026-02-11T03:03Z [----] followers, [---] engagements


"@compliantvc More efficient government in Italy 😂 I guess you never been to South Europe 😂"  
[X Link](https://x.com/FreiburgCoffeeC/status/2022269280151040178)  2026-02-13T11:19Z [----] followers, [---] engagements


"1/10 What could sink @aee_auraenergys Oviken mine before it even starts $AEE Everyone thinks this is a metals story. Sweden is treating it like a drinking-water story and that changes everything"  
[X Link](https://x.com/FreiburgCoffeeC/status/2010409927555391514)  2026-01-11T17:54Z [----] followers, [----] engagements


"🚨 @cameconewss [----] results look great on the surface but most shareholders will misunderstand what they own. CCJ isnt just a uranium miner. Its a contract machine. In a spike that matters. I broke down the [--] numbers that change the thesis + the risks nobody models (ceilings purchases/loans conversion bottlenecks capex gravity). $CCJ $CCO #uranium https://t.co/6b96cQpMOS https://t.co/6b96cQpMOS"  
[X Link](https://x.com/FreiburgCoffeeC/status/2022409281551863971)  2026-02-13T20:35Z [----] followers, [----] engagements


"1/ 🟡 CAMECO DEEP DIVE $CCJ $CCO.TO is more than just a uranium miner its a *vertically integrated nuclear fuel supplier* with tier-1 assets conversion capacity enrichment optionality and a stake in Westinghouse. #Uranium #NuclearEnergy #Investing"  
[X Link](https://x.com/anyuser/status/1955873537668923678)  2025-08-14T06:06Z [----] followers, [----] engagements


"4/ ⚖ Court kills offshore permit: $TTE @TotalEnergies $SHEL lose South Africa Block 5/6/7 rights on enviro review gaps; can re-apply. Bear #TotalEnergies #SouthAfrica #EnergyTransition #OilExploration"  
[X Link](https://x.com/FreiburgCoffeeC/status/1956065351629758604)  2025-08-14T18:48Z [----] followers, [--] engagements


"5/ 🏗 LNG power move: $CNA.L (Centrica) + Energy Capital Partners buy UKs biggest LNG terminal for [---] bn 20% of gas demand. Neutral #LNG #UKEnergy #NaturalGas #OOTT"  
[X Link](https://x.com/FreiburgCoffeeC/status/1956065355031257395)  2025-08-14T18:48Z [----] followers, [---] engagements


"1/ ⚙ From First Ore to Mining Tech Revolution 🚀 $DML $DNN just flipped the switch theyre producing uranium in Canadas Athabasca Basin AND proving [--] game-changing mining methods that could reshape the industry. #Uranium #NuclearEnergy #Mining"  
[X Link](https://x.com/anyuser/status/1956339635434520702)  2025-08-15T12:58Z [----] followers, [----] engagements


"⚡ Powering the Future: Western Uranium & Vanadiums [----] Surge 🚀 $WSTRF Mid-Year Update on #Uranium & #Vanadium driving the #EnergyTransition and #CleanEnergy future. https://www.juniorminingnetwork.com/junior-miner-news/press-releases/829-cse/wuc/185578-western-uranium-vanadium-corp-2025-mid-year-update.html http://WUC.CN https://www.juniorminingnetwork.com/junior-miner-news/press-releases/829-cse/wuc/185578-western-uranium-vanadium-corp-2025-mid-year-update.html http://WUC.CN"  
[X Link](https://x.com/FreiburgCoffeeC/status/1956364298701201644)  2025-08-15T14:36Z [----] followers, [---] engagements


"1/ ⚛ Western Uraniums big bet on a Colorado mill. Could it reshape U.S. fuel securityor just waste shareholder capital Lets unpack the story step by step. #Uranium #NuclearEnergy $WSTRF $UUUU"  
[X Link](https://x.com/anyuser/status/1957484595731132605)  2025-08-18T16:47Z [----] followers, [----] engagements


"3/ 📊 The idea: process ore in-house instead of shipping to Energy Fuels White Mesa mill in Utah. This means more controlbut also huge upfront costs. #Uranium #Mining #NuclearEnergy $WSTRF $UUUU"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957484602437640574)  2025-08-18T16:47Z [----] followers, [---] engagements


"9/ 🚧 Alternative path: just ship ore to Energy Fuels White Mesa mill. Its permitted running and avoids $100M+ in capex and dilution. #Uranium #U3O8 $WSTRF $UUUU"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957484622524092918)  2025-08-18T16:47Z [----] followers, [---] engagements


"10/ 📊 Downside of White Mesa: Western would lose margin on toll fees and depend on Energy Fuels schedule. Less control but much faster to market. #Uranium #NuclearEnergy $WSTRF $UUUU"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957484626315706432)  2025-08-18T16:47Z [----] followers, [---] engagements


"11/ 🧭 Big picture: U.S. primary mine supply is 1M lbs/yr. Both mills chasing the same limited ore could create a race to the bottom in processing fees. #Uranium #Mining #Nuclear $WSTRF $UUUU"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957484630006985098)  2025-08-18T16:47Z [----] followers, [---] engagements


"12/ 💵 For shareholders the question is: does a mill add valueor just add cost Without guaranteed feed it may dilute more than it delivers. #Uranium #Investing $WSTRF"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957484633144324247)  2025-08-18T16:47Z [----] followers, [---] engagements


"15/ 📊 Energy Fuels ($UUUU) benefits from being the only game in town. White Mesa already has capacity. Westerns mill would compete head-on. #Uranium #U3O8 $UUUU $WSTRF"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957484643298509174)  2025-08-18T16:48Z [----] followers, [---] engagements


"17/ 🚧 Execution hurdles: Colorado permitting is untested for uranium in decades. Community ESG and regulatory pushback could be major delays. #Uranium #EnergySecurity $WSTRF"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957484650055503889)  2025-08-18T16:48Z [----] followers, [---] engagements


"18/ 📉 Financing risk: juniors building $100M+ plants often rely on heavy equity raises. Dilution is the silent shareholder killer. #Uranium #Mining #Stocks $WSTRF"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957484653239304681)  2025-08-18T16:48Z [----] followers, [---] engagements


"19/ 💵 Unless DOE or utilities step in with funding/offtakes the financing load may be too heavy for current holders. #Uranium #U3O8 $WSTRF"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957484656070168976)  2025-08-18T16:48Z [----] followers, [---] engagements


"21/ ⚠ Final Take: Westerns Colorado mill could be transformativeor a costly misstep. With limited ore and heavy capex execution risk is high. Is this strategic ambitionor shareholder dilution ❓ #Uranium #NuclearEnergy $WSTRF $UUUU"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957484662982320150)  2025-08-18T16:48Z [----] followers, [---] engagements


"0/ ⚛ RUSSIAS NUCLEAR CHAMPION: Rosatom is the Kremlins nuclear powerhouse. From Siberian uranium mines to reactor exports abroad heres how Moscow plans to fuel its own reactors & shape global energy markets. 🧵 #Uranium #Russia $KAP.L"  
[X Link](https://x.com/anyuser/status/1958182266082832477)  2025-08-20T15:00Z [----] followers, [----] engagements


"🚨 SHOCK LOSS: CGN Mining one of the worlds key uranium traders just flipped from a HK$113m profit last year to a projected HK$4090m LOSS in H1 [----]. What went wrong and what does it reveal about the uranium market 🧵 #Uranium #NuclearEnergy $1164.HK"  
[X Link](https://x.com/anyuser/status/1958463342202224674)  2025-08-21T09:37Z [----] followers, [----] engagements


"1/24 🚨⚛ BREAKING: Kazatompromworlds largest uranium producerjust yanked 8M lbs from [----] (85M77M). If you own uranium your playbook just changed. Thread 👇 #Uranium #Nuclear $KAP"  
[X Link](https://x.com/anyuser/status/1958785504582701141)  2025-08-22T06:57Z [----] followers, 26.5K engagements


"2/24 📉➡📈 Less primary supply = firmer pricing. Utilities praying for a flood just got a wake-up call: contract dont hope. #Uranium #FuelSecurity $CCJ"  
[X Link](https://x.com/anyuser/status/1958785507405512975)  2025-08-22T06:57Z [----] followers, [----] engagements


"3/24 🧰 Optionality matters: KAP kept a 20% flex around [----] levels final after JV talks. Not just a cuta throttle. #Uranium #Mining $KAP"  
[X Link](https://x.com/anyuser/status/1958785510391869521)  2025-08-22T06:57Z [----] followers, [----] engagements


"23/24 🔥 Rick Rule rule: in resources youre either a contrarian or a victim. Today KAP chose contrarianalign your exposure. #Uranium #Investing $NXE"  
[X Link](https://x.com/anyuser/status/1958785572136259687)  2025-08-22T06:57Z [----] followers, [---] engagements


"1/ 🚨 U.S. Navy destroyers suddenly appeared off Venezuela right after Trump met Putin in Alaska. The White House says its about drugs. But billion-dollar Aegis destroyers dont hunt smugglers. Something bigger is happening #Geopolitics #Oil #Venezuela"  
[X Link](https://x.com/anyuser/status/1959601169350926659)  2025-08-24T12:58Z [----] followers, [----] engagements


"1/10 ⚡🚨 BREAKING: Americas rare-earth magnet chain just got real Energy Fuels ( $UUUU / $EFR) + Vulcan Elements sign an MOU to validate U.S.-sourced NdPr/Dy in U.S. magnets; first validation ships Q4 [--]. 🧲🏭 #RareEarths #Magnets #MadeInUSA @Energy_Fuels"  
[X Link](https://x.com/anyuser/status/1960299823720018249)  2025-08-26T11:14Z [----] followers, 11.1K engagements


"1/24 ⚡🚨 Niger just flipped the nuclear chessboard. Russias @rosatom inked a civil-nuclear deal with Niameywhile France lawyered up and the U.S. stepped back. Who controls Nigers uranium controls leverage. Lets unpack. 🌍💥 #Niger #Uranium @RosatomGlobal"  
[X Link](https://x.com/anyuser/status/1960689482920759616)  2025-08-27T13:02Z [----] followers, [----] engagements


"@FL17112012 Ultra low grade and tricky metallurgy. I'll post a thread about it tomorrow. Sweden might produce 6-8 Mlbs a year after a ramp-up. That will take years"  
[X Link](https://x.com/anyuser/status/1960998716879389073)  2025-08-28T09:31Z [----] followers, [---] engagements


"5/24 Think surgery not digging. At McArthur River they literally freeze the groundan ice wallto hold back water and stabilize rock. If the freeze is slow the schedule slips. Engineering beats ambition 🥶🛠"  
[X Link](https://x.com/anyuser/status/1961260154143621440)  2025-08-29T02:50Z [----] followers, [---] engagements


"7/24 And heres the twist: Cameco says it can meet deliveries with inventory borrowing long-term purchases even spot buys. When a producer becomes a buyer the small visible market gets tightfast. 💥📉➡📈 $CCJ"  
[X Link](https://x.com/anyuser/status/1961260160942264630)  2025-08-29T02:50Z [----] followers, [---] engagements


"10/24 Niger: political shock. SOMARs flow of pounds disrupted exports snarled ownership contested. A steady African source turned uncertain overnight. Geopolitics doesnt ask permission. 🌍🚧"  
[X Link](https://x.com/anyuser/status/1961260170257772687)  2025-08-29T02:50Z [----] followers, [---] engagements


"🌍 A dusty mill in Utah a collapsed merger and a Nasdaq gamble. Anfield Energys story has it allpromise peril and politics. Heres the full thread 🧵 @Anfield_Energy $aec"  
[X Link](https://x.com/anyuser/status/1962500788552360376)  2025-09-01T13:00Z [----] followers, 13.5K engagements


"If my thread brought you value 💡 please consider supporting my work 🙏🏼 For the price of a coffee ☕ youll get the full article 🧾 - not just the X summary. Join here 👇🏼 Or help me fund my own PC 👇 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1962799393565729073)  2025-09-02T08:46Z [----] followers, [---] engagements


"1/23 🚨⚡ Can a giant underground metal detector shave months and millions 💸 off a uranium drill program 👀 What $FUU.V $FUUFF @F3Uranium just started at Tetra could decide it. 🔍🎯 #uranium #nuclear"  
[X Link](https://x.com/anyuser/status/1963156573636677668)  2025-09-03T08:26Z [----] followers, [----] engagements


"1/24 ⚡🚨 Swedens plot twist: from banning uranium to betting on new reactors. Is Stockholm about to marry SMRs with two of the worlds biggest shale-hosted uranium systems Buckle up. 💥🔥 #Sweden #nuclear #uranium"  
[X Link](https://x.com/anyuser/status/1963589251515162680)  2025-09-04T13:05Z [----] followers, [----] engagements


"1/8 ⚡🚨 F3 Uranium just upsized its financing to C$17Msmart move or headache for holders Lets keep it simple. $FUU $FUUFF @F3Uranium #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/1966210218901057886)  2025-09-11T18:40Z [----] followers, [----] engagements


"7/8 Why it matters: the cash funds Athabasca Basin exploration. If drill results hit great; if not its just dilution. Execution headlines. 🛠"  
[X Link](https://x.com/FreiburgCoffeeC/status/1966210239679623474)  2025-09-11T18:40Z [----] followers, [---] engagements


"8/8 Bottom line: company-friendly not predatory. Expect near-term chop; long-term outcome depends on drill results and insider alignment. Not advice. $FUU $FUUFF @F3Uranium #uranium #mining"  
[X Link](https://x.com/FreiburgCoffeeC/status/1966210242322010380)  2025-09-11T18:40Z [----] followers, [---] engagements


"1/3 🚨⚡ Deep in the Utah desert stands Americas *last uranium mill*. Its not just a relic its the center of a billion-dollar energy gamble. But heres the twist: this crown jewel may also be a ticking clock. $UUUU $EFR @Energy_Fuels #uranium #nuclear"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973010310211789104)  2025-09-30T13:01Z [----] followers, [----] engagements


"1/23 ⚡🚨 On time. On budget. First blast fired. Live power ON. HPGR passed factory tests. Etango is stepping out of the slide deck and into the desert. $BMN.AX $BNNLF @BannermanEnergy #uranium #nuclear #Namibia"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372748044058689)  2025-10-01T13:01Z [----] followers, [----] engagements


"3/23 Quick backdrop 📊: DFS (Etango-8) targets [---] Mlbs/yr UO at [--] Mtpa. A scoping study outlined expansion paths up to [---] Mlbs/yr. Timeline risk is the gametodays update reduces it. $BMN.AX $BNNLF @BannermanEnergy #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372753844515283)  2025-10-01T13:01Z [----] followers, [---] engagements


"4/23 Safety + people 👷♀👷: Nearly [--] years lost-time-injury free with site headcount set to ramp [---] [---] next quarter. Thats disciplined scaling not chaos. $BMN.AX $BNNLF @BannermanEnergy #mining"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372756730196272)  2025-10-01T13:01Z [----] followers, [--] engagements


"5/23 Power ⚡: 33kV construction power is commissioned; mini-subs installed; site is on live grid via @Erongo_RED. Fewer generators more reliability. $BMN.AX $BNNLF @BannermanEnergy #Namibia #infrastructure"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372759293010236)  2025-10-01T13:01Z [----] followers, [--] engagements


"6/23 Dirt moving 🟫: Bulk earthworks (a key 24-month package) 42% complete. Heap-leach pad advancing; process solution ponds excavation underway. $BMN.AX $BNNLF @BannermanEnergy #mining"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372762225082420)  2025-10-01T13:01Z [----] followers, [--] engagements


"7/23 Access upgraded 🚧: Site access road finished and the C28 intersection widenedsmall line item big schedule/safety impact. $BMN.AX $BNNLF @BannermanEnergy #infrastructure"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372764984676403)  2025-10-01T13:01Z [----] followers, [--] engagements


"8/23 First blast 💥: Local contractor began blasting drainage rock for the heap-leach pad; the first shot went off on [--] Sept [----]. Local execution local jobs. $BMN.AX $BNNLF @BannermanEnergy #Namibia"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372768067657889)  2025-10-01T13:01Z [----] followers, [--] engagements


"9/23 Concrete set 🧱: Phase [--] concrete contract (primary crusher structure) awarded to Namibian firm K Neumayer Civil Contractors. In-country capacity = faster cycles. $BMN.AX $BNNLF @BannermanEnergy #mining"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372772199047198)  2025-10-01T13:01Z [----] followers, [--] engagements


"10/23 Water (construction) 💧: Network pressure-tested and live across laydown areas. Hydraulics arent headlinesuntil they delay you. Not here. $BMN.AX $BNNLF @BannermanEnergy #infrastructure"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372775223140686)  2025-10-01T13:01Z [----] followers, [--] engagements


"11/23 Water (permanent) 💧🔁: Infra agreement signed for the pipeline from NamWater base to mine; supply agreement expected in coming months. @NamWater_na #Namibia #infrastructure"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372778167316502)  2025-10-01T13:01Z [----] followers, [--] engagements


"12/23 Power (permanent) ⚡📡: Full-form supply agreement signed with @nampowernamibia; new feeder bay at Kuiseb substation entering design & build. Grid integration reduces risk. $BMN.AX $BNNLF @BannermanEnergy"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372781342691474)  2025-10-01T13:01Z [----] followers, [--] engagements


"14/23 Dry plant design 📐: Under @Woodplc leadership dry-area engineering 86% complete. IFC drawings for primary crusher tunnel secondary/tertiary zones in hand. $BMN.AX $BNNLF @BannermanEnergy #engineering"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372788011610125)  2025-10-01T13:01Z [----] followers, [--] engagements


"15/23 Wet plant design 🌊⚙: Process/mass balance review underway; mechanical packages to market for Certified Vendor Data; wet-area engineering 22% complete. $BMN.AX $BNNLF @BannermanEnergy #engineering"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372791266455761)  2025-10-01T13:01Z [----] followers, [--] engagements


"16/23 Critical long-lead ✅: HPGR tertiary crusher passed Factory Acceptance Testing in Hattingen Germany ; now being prepped for shipment. HPGR = lower energy per tonne. $BMN.AX $BNNLF @BannermanEnergy #HPGR"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372795024523433)  2025-10-01T13:01Z [----] followers, [--] engagements


"18/23 Management tone 🧭: On-time on-budget paired with tight contract controls and stage-gate approvals. Translation: spend is gated scope creep fenced. $BMN.AX $BNNLF @BannermanEnergy #capitaldiscipline"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372801697587522)  2025-10-01T13:01Z [----] followers, [--] engagements


"20/23 Macro tie-in 🌍🪙: Add 3.56.7 Mlbs/yr potential to a tight #uranium market and you shift utility negotiation math. Optionality at Etango is a weapon in a contracting cycle. $BMN.AX $BNNLF @BannermanEnergy"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372808261480718)  2025-10-01T13:01Z [----] followers, [---] engagements


"21/23 Local wins 🤝: Namibian contractors on-site; utilities aligned; Walvis Bay logistics secured. Supply chain resilience is an underpriced asset in mining. @Erongo_RED @NamWater_na @nampowernamibia @NamibianPorts"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372811365449729)  2025-10-01T13:01Z [----] followers, [--] engagements


"22/23 Risk watch 🧭🚩: FID/financing remain ahead; long-lead logistics utility timelines and cost control stay in focus. But each completed milestone narrows the cone of uncertainty. $BMN.AX $BNNLF @BannermanEnergy"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372815341658219)  2025-10-01T13:01Z [----] followers, [--] engagements


"23/23 Bottom line 💡: Etango is migrating from PDFs to realitypower on roads open concrete set HPGR green-lit. Keep Etango on your uranium dashboard. $BMN.AX $BNNLF @BannermanEnergy #nuclear #Namibia"  
[X Link](https://x.com/FreiburgCoffeeC/status/1973372818885845421)  2025-10-01T13:01Z [----] followers, [--] engagements


"Heres my take on what could capor derailthe uranium bull market. Most risks wont matter this cycle but if certain technologies scale and byproduct uranium grows it could pressure the thesis at the margin. Threads + article linked below 👇🏼 #Uranium"  
[X Link](https://x.com/anyuser/status/2011838595263578419)  2026-01-15T16:31Z [----] followers, [----] engagements


"Everyone sees the record uranium pounds. 🚨 The real tension is that @Boss_Energy (ASX: $BOE) just rewrote the blueprint behind them. ⚡ This matters now because uranium rewards momentum fast while mine plans change slow. When those clocks diverge retail holders get whipsawed by headlines. Bosss December-quarter story is two narratives running at once. Honeymoon is ramping like a functioning industrial system but the long-duration assumptions behind the operation have been put back on the workbench. The setup most investors miss is how an ISR mine actually wins. In-situ recovery is plumbing +"  
[X Link](https://x.com/FreiburgCoffeeC/status/2016399438420320672)  2026-01-28T06:34Z [----] followers, [----] engagements


"3/ ⛏ The Bottleneck: Ore supply is the limiting factor. [----] uranium guidance: 1.0M lbs UO Short-term growth to 2M lbs/year possible by [----] To hit 8M lbs Theyd need 515x more ore than they currently mine"  
[X Link](https://x.com/FreiburgCoffeeC/status/1954532529425285368)  2025-08-10T13:17Z [----] followers, [----] engagements


"The wave of nuclear momentum rolls on 🌊⚛ Switzerland is taking steps to lift its ban on new nuclear power plants opening the door to a cleaner more secure energy future. #NuclearEnergy #CleanEnergy #NuclearPower #Uranium #NetZero #AtomicEnergy #SMR https://www.bloomberg.com/news/articles/2025-08-14/switzerland-moves-to-lift-ban-on-new-nuclear-power-plantssrnd=homepage-asia https://www.bloomberg.com/news/articles/2025-08-14/switzerland-moves-to-lift-ban-on-new-nuclear-power-plantssrnd=homepage-asia"  
[X Link](https://x.com/FreiburgCoffeeC/status/1956031423355265428)  2025-08-14T16:33Z [----] followers, [---] engagements


"5/ Production momentum: Alta Mesa June avg hit [----] lb/day (vs [----] in April). Costs down to $59/lb from $101/lb in H1/24. Scaling = stronger economics. #U3O8 #Mining"  
[X Link](https://x.com/anyuser/status/1957408973411270899)  2025-08-18T11:47Z [----] followers, [---] engagements


"12/23 Important twist ⚖ Wiluna is one of four "grandfathered" uranium projects allowed to proceed under current WA policy ✅ The others: Yeelirrie & Kintyre (@Cameco) and Mulga Rock (@DeepYellowLtd) 📜"  
[X Link](https://x.com/FreiburgCoffeeC/status/1977584494023749960)  2025-10-13T03:57Z [----] followers, [---] engagements


"@UraniumSteve Feels like nvidia discovered the biggest uranium deposit ever 😂😂😂"  
[X Link](https://x.com/anyuser/status/1663551755039444997)  2023-05-30T14:23Z [----] followers, [---] engagements


"@BecomeAManAgain Why How much are you charging 😂"  
[X Link](https://x.com/anyuser/status/1725207220374102161)  2023-11-16T17:40Z [----] followers, [----] engagements


"@quakes99 Don't worry they can always top up on the spot market 😂😂😂"  
[X Link](https://x.com/FreiburgCoffeeC/status/1752958234640490621)  2024-02-01T07:33Z [----] followers, [----] engagements


"@quakes99 🥳🥳🥳🥳🥳 if global doesn't go up Monday I'll cry"  
[X Link](https://x.com/FreiburgCoffeeC/status/1761433287405248763)  2024-02-24T16:49Z [----] followers, [---] engagements


"@patrickadownes I love when a "correction" corrects all my profits back to zero 😃"  
[X Link](https://x.com/anyuser/status/1816325094785835017)  2024-07-25T04:10Z [----] followers, [---] engagements


"@moniology It's fascinating to see that when the broader market is on an uptrend uranium stays flat but during market downturns it takes a nosedive about 4x more than the market's decline 📈📉 #UraniumTrends #MarketInsights"  
[X Link](https://x.com/FreiburgCoffeeC/status/1823419860849688837)  2024-08-13T18:02Z [----] followers, [---] engagements


"@capnek123 I anticipate minimal utility activity until September as personnel will likely prioritize summer vacations"  
[X Link](https://x.com/anyuser/status/1923428876706779177)  2025-05-16T17:22Z [----] followers, [---] engagements


"💬 Whats your take should $UUUU focus on acquisitions exploration or just maximizing toll-milling #UraniumStocks #NuclearFuel #EnergySecurity #Mining #Commodities"  
[X Link](https://x.com/anyuser/status/1954532552342970786)  2025-08-10T13:17Z [----] followers, [----] engagements


"⚛ Nigers Uranium Wildcard: Global Atomics JV Puzzle Nigers politics Canadas rules and global uranium demand are colliding. Heres whats really at stake for $GLO.TO and the Dasa project and who could be the surprise JV partner. 🧵👇 #Uranium #Nuclear #U3O8 #MiningStocks"  
[X Link](https://x.com/anyuser/status/1955507951785087325)  2025-08-13T05:53Z [----] followers, 12.2K engagements


"5/ 🔍 Why It Matters Larger raise = stronger cash runway High conversion premium shows confidence in upside Capped calls still limit dilution But debt & execution risks remain. #MiningStocks #NuclearEnergy $DNN"  
[X Link](https://x.com/anyuser/status/1955600949705335078)  2025-08-13T12:02Z [----] followers, [---] engagements


"4/ Drilling blitz: [---] holes starting Oct [----]. Two rigs at launch ramping to four. Clear intent to fast-track wellfield expansion. #NuclearEnergy #Exploration"  
[X Link](https://x.com/anyuser/status/1957408969825079598)  2025-08-18T11:47Z [----] followers, [---] engagements


"1/ ⚠ enCore Energy ($EU) just announced a $75M convertible note deal due [----]. Lets unpack what that means for uranium investors 🧵 #Uranium #NuclearEnergy #Mining"  
[X Link](https://x.com/anyuser/status/1957902097569181821)  2025-08-19T20:26Z [----] followers, [----] engagements


"Same playbook as Denison 👇🏼 #Uranium #Nuclear #Mining #CleanEnergy #FuelTheFuture $DNN $DML $EU $ENCUF 1/ ⚠ enCore Energy ($EU) just announced a $75M convertible note deal due [----]. Lets unpack what that means for uranium investors 🧵 #Uranium #NuclearEnergy #Mining https://t.co/HC9ZMp9h5v 1/ ⚠ enCore Energy ($EU) just announced a $75M convertible note deal due [----]. Lets unpack what that means for uranium investors 🧵 #Uranium #NuclearEnergy #Mining https://t.co/HC9ZMp9h5v"  
[X Link](https://x.com/anyuser/status/1958113773241147588)  2025-08-20T10:27Z [----] followers, [----] engagements


"Great news for Energy Fuels ( $UUUU / ⚛ Today Ill release a deep dive on Rare Earths and tomorrow a dedicated thread on Energy Fuels REE strategy. Follow me so you don't miss it. #RareEarths #Uranium #Mining http://EFR.TO http://EFR.TO"  
[X Link](https://x.com/anyuser/status/1958480509639503900)  2025-08-21T10:45Z [----] followers, [----] engagements


"24/24 If my thread brought you value 💡 please consider supporting my work 🙏🏼 For the price of a coffee ☕ youll get the full article 🧾 - not just the X summary. Join here 👇🏼 http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1960942525377618328)  2025-08-28T05:48Z [----] followers, [---] engagements


"14/24 Why prices jump on low volume: the spot indicators track the last deals not the whole market. If the urgent buyer pays up the benchmark resetsthen sellers re-price higher. Staircase up elevator down. 🪜🛗"  
[X Link](https://x.com/FreiburgCoffeeC/status/1961260183574728966)  2025-08-29T02:50Z [----] followers, [---] engagements


"If my thread brought you value 💡 please consider supporting my work 🙏🏼 For the price of a coffee ☕ youll get the full article 🧾 - not just the X summary. Join here 👇🏼 Or help me fund my own PC 👇 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 https://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/anyuser/status/1963200464310133074)  2025-09-03T11:20Z [----] followers, [---] engagements


"1/4 ⚡🔒 Microsoft joined @WorldNuclear. Thats not PRits positioning. In the AI race the scarce advantage isnt a modelits what happens behind closed doors. $MSFT #AI #nuclear"  
[X Link](https://x.com/FreiburgCoffeeC/status/1963272375975186823)  2025-09-03T16:06Z [----] followers, [----] engagements


"1/23 🚨🔥 Bannerman Energy $BMN @BannermanEnergy just inked its FIRST uranium offtake deals with Tier-1 utilities but heres the twist: they dont deliver until [----] and include a shocking 10% FLEX clause 😱⚡ What does it mean in a sellers market #uranium #nuclear"  
[X Link](https://x.com/FreiburgCoffeeC/status/1963857563482497115)  2025-09-05T06:51Z [----] followers, [----] engagements


"1/23 ⚡🚨 Why is $GLO @AtomicCorp raising equity with warrants if the debt yes is supposedly close Is this a bridge 🏗or a warning sign 🔥 #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/2014700021820588147)  2026-01-23T14:01Z [----] followers, [----] engagements


"1/24 ⚡🚨 The uranium story just flipped: a few missing million pounds are rattling buyers and a top producer quietly turned into a near-term BUYER. Thin market. Big stakes. Could small trades ignite big prices 🔥💥 #uranium #nuclear"  
[X Link](https://x.com/anyuser/status/1961260140968935426)  2025-08-29T02:50Z [----] followers, 13.4K engagements


"1/10 Can @F3Uranium turn Tetra into a real second act or is this quietly becoming a money pit Most investors are reading the headline. The risk is hiding in the geometry + what isnt in the release yet. $FUU #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/2011456125267517613)  2026-01-14T15:11Z [----] followers, [----] engagements

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