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

John Galt posts on X about $bmnax, $bnnlf, $uuuu, deep 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 [-----] -13%
- [--] Month [------] -22%
- [--] Months [-------] +653%
- [--] Year [-------] +5,016%

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

- [--] Month [--] -89%
- [--] Months [---] +280%
- [--] Year [---] +1,519%

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

- [--] Week [-----] +0.80%
- [--] Month [-----] +1.50%
- [--] Months [-----] +231%
- [--] Year [-----] +989%

### 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)  19.66% [finance](/list/finance)  14.53% [stocks](/list/stocks)  9.4% [technology brands](/list/technology-brands)  2.56% [travel destinations](/list/travel-destinations)  1.71% [cryptocurrencies](/list/cryptocurrencies)  0.85% [exchanges](/list/exchanges)  0.85%

**Social topic influence**
[$bmnax](/topic/$bmnax) 12.82%, [$bnnlf](/topic/$bnnlf) 12.82%, [$uuuu](/topic/$uuuu) 6.84%, [deep](/topic/deep) 5.98%, [$ccj](/topic/$ccj) 5.13%, [in the](/topic/in-the) 5.13%, [$dnn](/topic/$dnn) 4.27%, [$eu](/topic/$eu) 4.27%, [$nxe](/topic/$nxe) 3.42%, [niger](/topic/niger) 3.42%

**Top accounts mentioned or mentioned by**
[@bannermanenergy](/creator/undefined) [@johngalt88](/creator/undefined) [@patrickadownes](/creator/undefined) [@praisekek](/creator/undefined) [@energyfuels](/creator/undefined) [@nexgenenergys](/creator/undefined) [@lotusresources](/creator/undefined) [@cameconewss](/creator/undefined) [@canalaskas](/creator/undefined) [@isoenergyltd](/creator/undefined) [@premierauraniumor](/creator/undefined) [@myriaduranium](/creator/undefined) [@bhp](/creator/undefined) [@asmaus](/creator/undefined) [@atomiccorp](/creator/undefined) [@aeeauraenergys](/creator/undefined) [@bossenergy](/creator/undefined) [@quakes99](/creator/undefined) [@culperresearchs](/creator/undefined) [@nexgenenergy](/creator/undefined)

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


"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


"@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


"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


"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


"🚨 @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


"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 Is @MyriadUranium consolidating Copper Mountain to build itor to be bought $M $MYRUF $RSH #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/2012937764606501181)  2026-01-18T17:18Z [----] 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 ⚡🚨Midnight. The runway lights blur. Then Niamey hears it: gunfire. But the real question isnt who attacked 🎯💥 Its: what was sitting behind the fence and did the attackers know @AtomicCorp #niger #uranium"  
[X Link](https://x.com/FreiburgCoffeeC/status/2018032261506249099)  2026-02-01T18:42Z [----] followers, [----] engagements


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


"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


"@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


"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


"@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


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


"1/14 🚨 Deep dive recap: NexGen Energy and the Arrow projectwhat matters whats risky and where the upside could come from. Short punchy no hype. $NXE #uranium #nuclear #mining #Athabasca"  
[X Link](https://x.com/anyuser/status/1955171826490900976)  2025-08-12T07:37Z [----] 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/FreiburgCoffeeC/status/1955507951785087325)  2025-08-13T05:53Z [----] followers, 12.2K engagements


"🔄 UPDATE: Denisons Convertible Note Offering Now BIGGER $DNN has priced & upsized its raise from $250M $300M. Heres what changed & why it matters 👇 #Uranium #MiningStocks #NuclearEnergy $DNN"  
[X Link](https://x.com/anyuser/status/1955600934035423308)  2025-08-13T12:02Z [----] followers, [----] 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/FreiburgCoffeeC/status/1955600949705335078)  2025-08-13T12:02Z [----] 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


"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


"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/anyuser/status/1956709189276840401)  2025-08-16T13:26Z [----] followers, 11.5K engagements


"0/ ⚛ BIG MOVE: enCore $EU expands Alta Mesa with Tacubaya land grab 🚀 [----] new acres right next to its uranium plant. Aggressive drilling starts soon. Heres why this could be a game-changer 🧵 #Uranium #Nuclear #U3O8"  
[X Link](https://x.com/anyuser/status/1957408956655034625)  2025-08-18T11:47Z [----] followers, [----] engagements


"2/ Geology: stacked roll-front sands (A B Middle C Lower C) first drilled by Chevron in the 1970s. Right on trend with productive wellfields. #U3O8 #UraniumMining"  
[X Link](https://x.com/anyuser/status/1957408963277848654)  2025-08-18T11:47Z [----] 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/FreiburgCoffeeC/status/1957408969825079598)  2025-08-18T11:47Z [----] 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/FreiburgCoffeeC/status/1957408973411270899)  2025-08-18T11:47Z [----] followers, [---] engagements


"7/ Policy tailwind: enCore secured RML extension for Upper Spring Creek (satellite IX plant). Texas regulators keeping the door open for more ISR capacity. #EnergySecurity #Uranium"  
[X Link](https://x.com/anyuser/status/1957408980164038878)  2025-08-18T11:47Z [----] followers, [---] engagements


"⚙ GOVIEX DEAL RECAP GoviEx Uranium $GXU just pulled off a reverse takeover (RTO) of Tombador Iron in Australia. Why it matters: instant ASX listing + A$10.4M cash injection. Heres the breakdown 🧵 #Uranium #Mining"  
[X Link](https://x.com/anyuser/status/1957437439531774105)  2025-08-18T13:40Z [----] 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/FreiburgCoffeeC/status/1957902097569181821)  2025-08-19T20:26Z [----] followers, [----] engagements


"1/ ⚛ KAZAKHSTAN STEPS UP Frances Orano lost 4.5M lb/yr uranium after being forced out of Niger. A ramp-up in Kazakhstans KATCO JV could almost replace it pound-for-pound. Lets break it down. 🧵 #Uranium #NuclearEnergy $KAP.L"  
[X Link](https://x.com/anyuser/status/1958137125649428975)  2025-08-20T12:00Z [----] 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


"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/FreiburgCoffeeC/status/1958480509639503900)  2025-08-21T10:45Z [----] followers, [----] engagements


"0/ 🌍 RARE EARTHS [---] 🧵 China controls them. EVs turbines & smartphones need them. Without them the energy transition stalls. But theyre not actually rare. Lets unpack the metals running the 21st century #RareEarths #EVs #Mining"  
[X Link](https://x.com/FreiburgCoffeeC/status/1958515606010937434)  2025-08-21T13:04Z [----] followers, [----] engagements


"1/ 🚨 Breaking: Korea Hydro & Nuclear Power (KHNP) is in talks with Westinghouse to enter the U.S. nuclear market. ⚛ If it happens America could tap the worlds fastest & most cost-efficient reactor builders. Heres why it matters 🧵 #Nuclear #Energy $CCJ $UEC"  
[X Link](https://x.com/FreiburgCoffeeC/status/1958599448713732245)  2025-08-21T18:37Z [----] 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


"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


"1/23 ⚡🔥 What if a fenced patch outside Whyalla decides whether Australia reclaims a place on the nuclear map Alligator Energy (ASX: AGE) is about to run a [--] month uranium trialquietly with pumps and spreadsheets. Ready to peek behind the fence 🚨 #uranium #nuclear $AGE.AX"  
[X Link](https://x.com/FreiburgCoffeeC/status/1959841146785427889)  2025-08-25T04:51Z [----] 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


"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/FreiburgCoffeeC/status/1960378304751337586)  2025-08-26T16:26Z [----] followers, [---] 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


"1/24 ⚡🚨 What if I told you a uranium miner produced 3M lbs in [----] yet still LOST $77M 💥 Paladin Energys filings hide a story of promise + peril. This is the *real* FY2025 deep dive 👇 #uranium $PDN.AX @PaladinEnergyLtd"  
[X Link](https://x.com/anyuser/status/1960942442884075998)  2025-08-28T05:48Z [----] 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/FreiburgCoffeeC/status/1960942525377618328)  2025-08-28T05:48Z [----] 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


"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/FreiburgCoffeeC/status/1961260140968935426)  2025-08-29T02:50Z [----] followers, 13.4K engagements


"2/24 Scene: After a decade in exile nuclear is back on the menu. Governments want clean baseload old reactors get life extensions new builds inch forward. Demand isnt the problem. Supply is 🧩🌍 #uranium #energysecurity"  
[X Link](https://x.com/FreiburgCoffeeC/status/1961260143686950997)  2025-08-29T02:50Z [----] followers, [---] engagements


"6/24 This year: Cameco trimmed [----] output at McArthur River/Key Lake (1415M lbs vs 18M). Cigar Lake can offset 1M. Net: fewer mined pounds now more later. Not lostdeferred. Still the near-term pool just got shallower. $CCJ @cameconews"  
[X Link](https://x.com/anyuser/status/1961260157348032907)  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


"9/24 Its not just Cameco. Namibias Langer Heinrich battled extreme rains during ramp-upguidance was cut output lagged. A reminder: nature still calls the shots. 🌧⛏ #uranium"  
[X Link](https://x.com/anyuser/status/1961260167237976492)  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


"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


"23/24 What it means: Buckle up for volatility. This market rewards patience and punishes complacency. Understand the cycle the cost curve and the difference between mined pounds and delivered pounds. Not financial advice. 💡📚"  
[X Link](https://x.com/FreiburgCoffeeC/status/1961260214008639816)  2025-08-29T02:50Z [----] 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/FreiburgCoffeeC/status/1961260222682460223)  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/FreiburgCoffeeC/status/1961521645664747682)  2025-08-29T20:09Z [----] 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/1962500866390245803)  2025-09-01T13:00Z [----] followers, [----] engagements


"1/23 ⚡🚨 America just woke up to a shocking nuclear truth: The U.S. has reactors but almost NO domestic capacity to convert uranium into usable fuel. Now $UEC @UraniumEnergy says it wants to change that in a BIG way. Is this the birth of a new U.S. nuclear era 🔥 #uranium"  
[X Link](https://x.com/anyuser/status/1962799308937265324)  2025-09-02T08:46Z [----] 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/1962799393565729073)  2025-09-02T08:46Z [----] followers, [---] engagements


"1/3 🚨⚡ Americas nuclear comeback may run through one gate and a miner wants the keys. UEC is pushing a US UF6 conversion tollbooth the choke point between mines and reactors. Choke point of the decade or headline hype $UEC #Uranium #NuclearEnergy"  
[X Link](https://x.com/anyuser/status/1962915199133835645)  2025-09-02T16:27Z [----] 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/FreiburgCoffeeC/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 ⚡🚨 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


"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


"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


"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


"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


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


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


"@capnek123 Bull market is over guys 😂 Time to sell and but nvidia 😂"  
[X Link](https://x.com/FreiburgCoffeeC/status/1760997446002315612)  2024-02-23T11:58Z [----] followers, [---] engagements


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


"@jessebday I always thought that it would be much smarter to steal the mine after $GLO financed and build it. Why bother now"  
[X Link](https://x.com/FreiburgCoffeeC/status/1864695653294543262)  2024-12-05T15:37Z [----] followers, [----] engagements


"🧵Thread: Is $FUU (F3 Uranium) the Next Big Uranium Discovery or a Dilution-Driven Hope Trade Lets break down the fundamentals of F3 Uranium from geology to NAV to management moves so you can decide if its worth your money. A deep dive for serious #Uranium investors:"  
[X Link](https://x.com/anyuser/status/1952712875660681294)  2025-08-05T12:46Z [----] followers, [----] engagements


"1/ 🚦Where $PDN is now: From restart story to operate & ship story. Namibias Langer Heinrich is producing again and building long-term sales. #Uranium #Nuclear #Mining #PDN"  
[X Link](https://x.com/anyuser/status/1954398756696109231)  2025-08-10T04:25Z [----] followers, [----] engagements


"1/ 🚨 Energy Fuels Deep Dive The U.S. Uranium Wild Card A thread on their production reality mill capacity and what could make or break their role in the uranium bull market. 🧵 $UUUU $EFR #Uranium #NuclearEnergy #Commodities"  
[X Link](https://x.com/anyuser/status/1954532524467667070)  2025-08-10T13:17Z [----] followers, 26.3K 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


"💰 Denison Closes US$345M Convertible Senior Notes Offering ⚡ Fresh capital positions $DNN for next phase of #Uranium growth and project advancement. #Uranium #NuclearEnergy #EnergySecurity https://www.prnewswire.com/news-releases/denison-announces-closing-of-us345-million-convertible-senior-notes-offering-302531337.html https://www.prnewswire.com/news-releases/denison-announces-closing-of-us345-million-convertible-senior-notes-offering-302531337.html"  
[X Link](https://x.com/FreiburgCoffeeC/status/1956525298599797117)  2025-08-16T01:15Z [----] followers, [---] engagements


"1/ enCore $EU grabs [----] acres (Tacubaya) beside Alta Mesa CPP (18.08.25). Immediate adjacency = plug-and-play expansion into existing ISR facility. #Uranium #EnergySecurity #Nuclear"  
[X Link](https://x.com/anyuser/status/1957408959955931275)  2025-08-18T11:47Z [----] followers, [---] engagements


"3/ JV setup: Alta Mesa is 70% enCore (operator) 30% Boss Energy $BOE.AX. Tacubaya falls under the same partnership. #UraniumStocks #Mining"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957408966490665393)  2025-08-18T11:47Z [----] followers, [---] engagements


"8/ ⚡ Final Take Tacubaya = fresh feed + lower costs + aggressive drilling = Alta Mesa super-sized. Question is whether Bosss struggles drag or fuel enCores momentum. Whats your takebreakout or speed bump Share if youre watching uraniums next big step. #U3O8 $EU $BOE.AX"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957408983301382443)  2025-08-18T11:47Z [----] 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


"Shares of Energy Fuels ( $UUUU ) dropped hard today and yet no real news explains it. If youre uneasy about your holdings my deep dive from last week might give you clarity 👇🏼 #KnowWhatYouOwn #Uranium #Nuclear https://x.com/FreiburgCoffeeC/status/1954532524467667070t=Es7p-CjkSH8mZ5eVPNDzeg&s=19 1/ 🚨 Energy Fuels Deep Dive The U.S. Uranium Wild Card A thread on their production reality mill capacity and what could make or break their role in the uranium bull market. 🧵 $UUUU $EFR #Uranium #NuclearEnergy #Commodities https://t.co/T4VyeUSbXK"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957897260588470537)  2025-08-19T20:07Z [----] followers, [----] engagements


"11/ ❓Whats your viewsmart financing move or future dilution risk If this breakdown helped share it with others. #Uranium #Mining #Investing"  
[X Link](https://x.com/FreiburgCoffeeC/status/1957902131886977040)  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/FreiburgCoffeeC/status/1958113773241147588)  2025-08-20T10:27Z [----] 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


"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


"1/24 ⚡🚨 What if Americas rare-earth independence hinges on a 45-year-old uranium mill in the Utah desert Shockingbut true. A single site is trying to turn beach sand into strategic oxides that power EVs turbines & jets. Curious how Read on. 🔍🔥 #rareearths $UUUU"  
[X Link](https://x.com/FreiburgCoffeeC/status/1960378220995281208)  2025-08-26T16:26Z [----] followers, 11.6K 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


"8/24 Picture a shallow puddle. Three utilities + one producer step in at once. First deal clears higher. Offers vanish. Next deal prints even higher. The price is just the last few barrels/drums. Thats uraniums spot. 💧➡🌊 #uranium"  
[X Link](https://x.com/anyuser/status/1961260164276683122)  2025-08-29T02:50Z [----] followers, [---] engagements


"22/24 Big takeaway: Uranium supply runs on human timeengineers permits weldersnot headlines. In a shallow pool a few determined buyers can move the waterline fast. Expect air pockets and keep your seatbelt on. 🛫💥 #uranium #nuclear"  
[X Link](https://x.com/FreiburgCoffeeC/status/1961260210892464380)  2025-08-29T02:50Z [----] followers, [---] engagements


"1/12 ⚡🚨 BREAKING: Did Washington just put U.S. uranium on a federal FAST LANE Dewey-Burdock won FAST-41agencies get public deadlines and are on the clock. Is this when America finally gets serious about fuel security 💥 #uranium #nuclear #energy"  
[X Link](https://x.com/anyuser/status/1961521605177200763)  2025-08-29T20:09Z [----] 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 👇🏼 http://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88 http://gofund.me/41d008cb http://substack.com/@johngalt88 http://patreon.com/JohnGalt88"  
[X Link](https://x.com/FreiburgCoffeeC/status/1961851778346983765)  2025-08-30T18:01Z [----] 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


"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/FreiburgCoffeeC/status/1963156654280655178)  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

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing