# ![@NewUraniumHope Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1928796924779401216.png) @NewUraniumHope New Uranium Hope

New Uranium Hope posts on X about $wuc, uranium, $glo, $wstrf the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1928796924779401216/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928796924779401216/c:line/m:interactions.svg)

- [--] Week [---] -92%
- [--] Month [-----] -18%
- [--] Months [-------] +1,218%

### Mentions: [--] [#](/creator/twitter::1928796924779401216/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928796924779401216/c:line/m:posts_active.svg)

- [--] Month [--] +18%
- [--] Months [---] +870%

### Followers: [-----] [#](/creator/twitter::1928796924779401216/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928796924779401216/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +3.80%
- [--] Months [---] +1,829%

### CreatorRank: undefined [#](/creator/twitter::1928796924779401216/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1928796924779401216/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$wuc](/topic/$wuc), [uranium](/topic/uranium), [$glo](/topic/$glo), [$wstrf](/topic/$wstrf), [$uuuu](/topic/$uuuu), [$efr](/topic/$efr), [in the](/topic/in-the), [niger](/topic/niger), [$dnn](/topic/$dnn), [$ccj](/topic/$ccj)

**Top assets mentioned**
[Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Eaton Vance Senior Floating-Rate Fund (EFR)](/topic/$efr) [Denison Mines Corp (DNN)](/topic/$dnn) [Cameco Corporation (CCJ)](/topic/$ccj) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Pentagon Games (PEN)](/topic/$pen) [Block, Inc. (XYZ)](/topic/$xyz) [Uranium Energy Corp. (UEC)](/topic/$uec)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TBirdV Dont feel bad; there were commodity experts advising folks to synthetically short Cameco because the company was supposedly leaving money on the table with its contract book"  
[X Link](https://x.com/NewUraniumHope/status/1944894254868042011)  2025-07-14T22:58Z [--] followers, [---] engagements


"@bourrec68 @variance_swap @PraiseKek Right. $DNN acquired at $29.66 USD and sold 300k at an average of $76.00 USD. That seems like a pretty reasonable way to raise almost $23M USD. The mix and match with the convertible seems reasonable as well but theres always room to quibble"  
[X Link](https://x.com/NewUraniumHope/status/1955624149478756677)  2025-08-13T13:35Z [--] followers, [--] engagements


"@rekurencja @StupidBill1 @capnek123 Thats a fair criticism. I never really understood why $WUC $WSTRF touted that technology without ever using it"  
[X Link](https://x.com/NewUraniumHope/status/1955679489482170393)  2025-08-13T17:14Z [---] followers, [---] engagements


"@rekurencja @Xatraxion $EFR $UUUU would never say it but there would be value in removing even the remote prospect of a competing mill from the market"  
[X Link](https://x.com/NewUraniumHope/status/1956790636129955946)  2025-08-16T18:50Z [---] followers, [---] engagements


"@BidBird10 Re: Roca Honda: Does $UUUU need regulatory approval from the State of New Mexico For historical reasons #uranium mining has a very negative reputation in the state and the generally anti-mining Democratic Party controls all three branches of state government"  
[X Link](https://x.com/NewUraniumHope/status/1956822043166732327)  2025-08-16T20:55Z [--] followers, [---] engagements


"@BidBird10 As attractive as the geology of Roca Honda is I have serious jurisdictional concerns about that project"  
[X Link](https://x.com/NewUraniumHope/status/1957530912201355511)  2025-08-18T19:51Z [--] followers, [--] engagements


"@patmvcr The nice thing about #uranium investing is that you dont need a particularly long-term memory to know that these kinds of moves are part of the landscape - just look back to April of this year"  
[X Link](https://x.com/NewUraniumHope/status/1958202247168332214)  2025-08-20T16:19Z [--] followers, [---] engagements


"@FreiburgCoffeeC Great summary. Thoughts on Namibias recent announcement that they intend to enforce 51% minimum ownership of new mining projects I assume Etango isnt considered new but has that been confirmed specifically"  
[X Link](https://x.com/NewUraniumHope/status/1958525482028429810)  2025-08-21T13:43Z [--] followers, [--] engagements


"@FreiburgCoffeeC Even if Bannerman / Etango is exempt from the 51% Namibian ownership requirement the mere mention of it is concerning. The story for so long was that Namibia was different from the rest of Africa (esp. Niger) that might yank permits or nationalize on a whim. Maybe not"  
[X Link](https://x.com/NewUraniumHope/status/1958526120678306133)  2025-08-21T13:46Z [--] followers, [--] engagements


"@weebabalu Meanwhile the waiters are now bringing everyone else at the #uranium investors table BBQ and steak. Selfishly I hope @weebabalu keeps eating the $GLO sandwich because these posts are hilarious"  
[X Link](https://x.com/NewUraniumHope/status/1959353354787975240)  2025-08-23T20:33Z [--] followers, [---] engagements


"@weebabalu @AfricanLonghorn Crippling terms Now there you go pumping $GLO again 🤣"  
[X Link](https://x.com/NewUraniumHope/status/1959795076202393896)  2025-08-25T01:48Z [--] followers, [---] engagements


"@rekurencja [--]. I appreciate the detailed quantitative analysis. Selling now is rational but I see a different outcome. Despite the different times and industries this reminds me of the analyses of in the early 2000s. http://Amazon.com http://Amazon.com"  
[X Link](https://x.com/NewUraniumHope/status/1960502132165239155)  2025-08-27T00:38Z [--] followers, [---] engagements


"@FL17112012 (4/9) It hasnt happened since the last time the #uranium spot price got frothy but when the markets booming some people will post concerns that nuclear reactors will have to shut down because there wont be enough #uranium. That will not happen"  
[X Link](https://x.com/NewUraniumHope/status/1964061365750145179)  2025-09-05T20:21Z [---] followers, [---] engagements


"@FL17112012 (9/9) Bottom line: As careful and thorough as the WNA forecast is this isnt a literal forecast of the world running out of #uranium. Its not allowed to consider price so ironically it points to a world of (much) higher prices"  
[X Link](https://x.com/NewUraniumHope/status/1964062213389369595)  2025-09-05T20:24Z [---] followers, [---] engagements


"(1/9) For antitrust and political reasons the WNA supply and demand model is not allowed to consider price so it creates a famous graph that shows years of #uranium shortages"  
[X Link](https://x.com/NewUraniumHope/status/1964064867691671976)  2025-09-05T20:35Z [---] followers, 35.5K engagements


"(2/9) Ironically the graph is actually a vague and imprecise (but still very real) forecast of #uranium price increasing - *not* periods of time when #uranium is literally unavailable at any price"  
[X Link](https://x.com/NewUraniumHope/status/1964064869956632955)  2025-09-05T20:35Z [---] followers, [----] engagements


"(3/9) I know: How can a forecast that explicitly excludes price considerations and specifically forecasts shortages not be about literal #uranium shortages Because the price will rise until enough supply comes into the market by the time utilities need it. Always"  
[X Link](https://x.com/NewUraniumHope/status/1964064872687173870)  2025-09-05T20:35Z [---] followers, [----] engagements


"(4/9) It hasnt happened since the last time the #uranium spot price got frothy but when the markets booming some people will post concerns that nuclear reactors will have to shut down because there wont be enough #uranium. That will not happen"  
[X Link](https://x.com/NewUraniumHope/status/1964064875191132237)  2025-09-05T20:35Z [---] followers, [----] engagements


"(8/9) Utilities will always be covered for the short term in these WNA #uranium forecasts. Always No utility fuel buyer is going to wake up on reloading day and suddenly remember he forgot to order fuel"  
[X Link](https://x.com/NewUraniumHope/status/1964064887908319690)  2025-09-05T20:35Z [---] followers, [----] engagements


"(9/9) Bottom line: As careful and thorough as the WNA forecast is this isnt a literal forecast of the world running out of #uranium in certain years. Instead it points to a world of (much) higher prices. That was true for previous forecasts and its still true"  
[X Link](https://x.com/NewUraniumHope/status/1964064890005471606)  2025-09-05T20:35Z [---] followers, [----] engagements


"(2/12) Theres no question that #uranium mine development is very slow even slower than other mining projects and much slower than say O&G production. Thus #uranium price cycles are both longer and more extreme"  
[X Link](https://x.com/NewUraniumHope/status/1964382661008646393)  2025-09-06T17:38Z [---] followers, [---] engagements


"(3/12) #Uranium equity price cycles are also long and extreme and as a bonus equities have extremely high inter-cycle volatility. The chart that @capnek123 has pinned to his profile is one of my favorite illustrations of this"  
[X Link](https://x.com/NewUraniumHope/status/1964382663600677181)  2025-09-06T17:38Z [---] followers, [---] engagements


"(12/12) The best news Even with much higher #uranium prices the future is bright for everyone in this industry - nuclear utilities #uranium miners and companies involved in other parts of the fuel cycle"  
[X Link](https://x.com/NewUraniumHope/status/1964382682428952831)  2025-09-06T17:38Z [---] followers, [---] engagements


"(Bonus) #Uranium investors with capital risk-tolerance and patience (the last is particularly rare) will be rewarded"  
[X Link](https://x.com/NewUraniumHope/status/1964382684308001146)  2025-09-06T17:38Z [---] followers, [----] engagements


"@ShosholozaExpat @variance_swap Traders hoping for a big U equities rally immediately after the release of the WNA report were disappointed. The comments from people actually at the conference about the conference itself have been uniformly positive"  
[X Link](https://x.com/NewUraniumHope/status/1964730630350221380)  2025-09-07T16:40Z [---] followers, [--] engagements


"Much higher #uranium prices can solve the skilled labor shortage. A🧵"  
[X Link](https://x.com/NewUraniumHope/status/1965097881536528682)  2025-09-08T17:00Z [---] followers, [---] engagements


"Many #uranium industry commentators have noted that there is a shortage of skilled labor for building and operating #uranium mines. $CCJ $CCO and $URG among other companies have mentioned it; it's a genuine problem"  
[X Link](https://x.com/NewUraniumHope/status/1965097883373605127)  2025-09-08T17:00Z [---] followers, [---] engagements


"Nurses who were working part-time decide to go full-time. Nurses who were home with kids decide they want to go back to work because they can pay a nanny and still come out way ahead"  
[X Link](https://x.com/NewUraniumHope/status/1965097917599154397)  2025-09-08T17:00Z [---] followers, [--] engagements


"The nurse who retired four months ago reactivates her license and comes out of retirement. The nurse who left to open a medical spa decides the pay sucks her spa clients are weird and at 1.5x pay shed rather return to the hospital. Incredibly the pool of skilled labor expands"  
[X Link](https://x.com/NewUraniumHope/status/1965097919578869777)  2025-09-08T17:00Z [---] followers, [--] engagements


"@RaymondDuck6 @quakes99 @leggett_john @GoUranium @grok Agreed"  
[X Link](https://x.com/NewUraniumHope/status/1965150293479559585)  2025-09-08T20:28Z [---] followers, [--] engagements


"(2/12) Jimmy Connor @jamesconnor1999 at Bloor Street Capital posted his #Uranium industry interviews from the [----] WNA Symposium. (Worth watching)"  
[X Link](https://x.com/NewUraniumHope/status/1965915978816172170)  2025-09-10T23:11Z [---] followers, [---] engagements


"(3/12) Maybe the most surprising statement from any guest was Anna Bryndzas personal opinion that the #Uranium spot price would be $80 (long contract price: $83) by the next WNA Symposium in September 2026"  
[X Link](https://x.com/NewUraniumHope/status/1965915980913422762)  2025-09-10T23:11Z [---] followers, [---] engagements


"(4/12) Bryndza is an EVP at UxC although she emphasized twice that this was her personal not her employers estimate. Still: She knows the #Uranium markets better than most and (of course) read UxCs The Calm Before The Storm"  
[X Link](https://x.com/NewUraniumHope/status/1965915982880452641)  2025-09-10T23:11Z [---] followers, [---] engagements


"(5/12) Even if we grant a decent buffer on either side as we should with any estimate $80-83 is essentially a prediction for a flat #Uranium price especially accounting for inflation. (Bryndza probably would characterize it as a slight increase.)"  
[X Link](https://x.com/NewUraniumHope/status/1965915984809865408)  2025-09-10T23:11Z [---] followers, [---] engagements


"(6/12) Most bulls in the #Uranium investing community of course would be shocked and dismayed if the spot and term #Uranium prices were only $80-83 a full year from now. $100+ for sure Havent we all read the [----] WNA Fuel Report"  
[X Link](https://x.com/NewUraniumHope/status/1965915987410354588)  2025-09-10T23:11Z [---] followers, [---] engagements


"(7/12) @uraniuminsider has pointed out that most utility fuel buyers expect the #Uranium pricing status quo to continue. If the price is $XYZ now it will be $XYZ next year"  
[X Link](https://x.com/NewUraniumHope/status/1965915989473898728)  2025-09-10T23:11Z [---] followers, [---] engagements


"@capnek123 Oooh - a #uranium bull with a specific time prediction (of sorts) Anna Bryndza of UxC gave her personal (not UxC) prediction of $80-$83 spot/long-term #uranium for Q3 [----]. I am researching and contemplating the timing issues but for now I can say that I hope you stay on X"  
[X Link](https://x.com/NewUraniumHope/status/1966915372197822919)  2025-09-13T17:22Z [---] followers, [---] engagements


"@JosephSomsel @weebabalu I like reading contrary opinions I actually agree with [--] [--] [--] [--] and [--]. I disagree with [--] but it would take a lot of work to address it. [--] though It more than a decade to bring on a new mine Denison NexGen Bannerman Deep Yellow Global Atomic (right @weebabalu)"  
[X Link](https://x.com/NewUraniumHope/status/1967213015297847309)  2025-09-14T13:05Z [---] followers, [--] engagements


"Nice day in #uranium world. U equities might finish the year strong. Would it be bullish or bearish for Corgi @UrTokenCorgi to post again #uranium"  
[X Link](https://x.com/NewUraniumHope/status/1967695632413630744)  2025-09-15T21:02Z [---] followers, [---] engagements


"@quakes99 @sprott The $PEN numbers are wild. Based on this table $URNM will need to buy approximately [---] million shares of $WUC. Looking at the average volume and recent bid sizes for $WUC that should make for an interesting couple of weeks"  
[X Link](https://x.com/NewUraniumHope/status/1968376303536717878)  2025-09-17T18:07Z [---] followers, [---] engagements


"@weebabalu Is Battered Investor Syndrome in the DSM-5 😅 It would be great if $GLO current bag-holders can be made whole - talk about a brutal ride down Ill miss the gallows humor posts though"  
[X Link](https://x.com/NewUraniumHope/status/1968452952001331611)  2025-09-17T23:12Z [---] followers, [---] engagements


"@umesh_gandhi007 Its good to dream Theres the nightmare that a junta nationalizes the mine after its built and brings in Russians or Chinese to operate it. Not saying thats likely No position in $GLO (except ETFs); I like to read about it from a safe distance - like Niger"  
[X Link](https://x.com/NewUraniumHope/status/1968454931725107310)  2025-09-17T23:20Z [---] followers, [---] engagements


"@patmvcr Whats the story with $PEN and $URNM Will they have to buy it all back by September [--] or did it drop below the threshold"  
[X Link](https://x.com/NewUraniumHope/status/1968510324870660238)  2025-09-18T03:00Z [---] followers, [----] engagements


"@patmvcr Interesting. $PEN was at the very bottom of the URNMX table @quakes99 posted - less than 1/4 of the next microcap ($WUC). If theres any name in the index $URNM would drop $PEN seems the most likely. Maybe @quakes99 has an opinion. (For this rebalance $WUC is my focus.)"  
[X Link](https://x.com/NewUraniumHope/status/1968523546659062203)  2025-09-18T03:52Z [---] followers, [---] engagements


"@weebabalu Haha Maybe a group of North American holders of $GLO will visit and post a few field reports from Mining Paradise (Photoshop aside it is amusing that Niger is barely worse than Nova Scotia on the real list. No joke Canada really is a big place.)"  
[X Link](https://x.com/NewUraniumHope/status/1968666485791899833)  2025-09-18T13:20Z [---] followers, [---] engagements


"@WolanskyJa91908 Unfortunately for the short selling crew $UEC and others there arent many tourists left in #uranium land. This neighborhood is too unpredictable and dangerous. Its like going on holiday in Niger"  
[X Link](https://x.com/NewUraniumHope/status/1968755696293290374)  2025-09-18T19:15Z [---] followers, [---] engagements


"@WolanskyJa91908 Likely some $URNM rebalance-buying and/or investor front-running in addition to the general #uranium equities uptrend. $URNM still needs millions more shares of $WUC before the end of the month. How high can and will the $WUC price go"  
[X Link](https://x.com/NewUraniumHope/status/1969141278022443289)  2025-09-19T20:47Z [---] followers, [---] engagements


"@uraniumAD Ah those were good times. Who can forget the epic letdown of Cameco de Mayo (the end of the 2021-2022 #uranium mini-bull run if you ask some folks) What AI model could replace such podcasting excellence"  
[X Link](https://x.com/NewUraniumHope/status/1969552281596280894)  2025-09-21T00:00Z [---] followers, [---] engagements


"@hchris999 @JanViss76910387 The #uranium spot price action over the last few weeks has provided an excellent example of how supply and demand dynamics work. Is the spot market thin Supply in the $70s was exhausted but in the low $80s hundreds of thousands of pounds was immediately available to SPUT"  
[X Link](https://x.com/NewUraniumHope/status/1970697422818156701)  2025-09-24T03:50Z [---] followers, [---] engagements


"3/4 The idea that the last [------] pounds of #uranium will be sold at (say) $225 a pound and that the no #uranium will be available at higher prices is an economic myth"  
[X Link](https://x.com/NewUraniumHope/status/1970704902260400227)  2025-09-24T04:20Z [---] followers, [----] engagements


"4/4 Utilities will get the #uranium they need. Some will pay more than theyd prefer maybe much more but pay they will and #uranium they will get. No utility will shut down for lack of #uranium"  
[X Link](https://x.com/NewUraniumHope/status/1970704904697324000)  2025-09-24T04:20Z [---] followers, [----] engagements


"I probably dont have enough juice on X to get good responses but Ill try. Maybe someone will boost Will any nuclear utility stop producing electricity before the end of [----] *because it cannot buy #uranium* for conversion enrichment and fabrication Resolution: WNA and one industry consultant"  
[X Link](https://x.com/NewUraniumHope/status/1972815142309208563)  2025-09-30T00:05Z [---] followers, [----] engagements


"@PhuketPotato You know youve been in the #uranium world a long time when you recognize that the sampled voice on the earnings call belongs to Grant Isaac not Tim Gitzel (as mistakenly credited in the video) Great video overall though"  
[X Link](https://x.com/NewUraniumHope/status/1974101768905896247)  2025-10-03T13:18Z [---] followers, [---] engagements


"@GavMcCracken Newbie PM-investor questions: Are sales made on a rolling / continuous basis Contracts or spot market (presumably with one or more preferred brokers)"  
[X Link](https://x.com/NewUraniumHope/status/1976782769281024454)  2025-10-10T22:51Z [---] followers, [---] engagements


"@TBirdV @SengerChristof @red4treble Does anyone have an estimate of how much revenue $WUCs ore sales to $UUUU generate and on what schedule"  
[X Link](https://x.com/NewUraniumHope/status/1956029856120234305)  2025-08-14T16:27Z [---] followers, [----] engagements


"@rekurencja @Xatraxion $WUCs recent press release emphasized cost control and strategic discipline highlighting reduced staffing through attrition and layoffs as well as consultant cuts. With luck the proceeds from the ore sales will keep this tiny zombie co alive"  
[X Link](https://x.com/NewUraniumHope/status/1956785170096533721)  2025-08-16T18:28Z [---] followers, [---] engagements


"@WolanskyJa91908 @Swedish_uranium Yeah $WUCs decoupling from the rest of the #uranium investment world is remarkable. I need to listen to GGs most recent interview but Im afraid theres not much he can do at this point to address the companys fundamental problems"  
[X Link](https://x.com/NewUraniumHope/status/1959004098608631863)  2025-08-22T21:25Z [---] followers, [---] engagements


"@WolanskyJa91908 @Swedish_uranium Regardless of the mill plan (fantasy) as a permitted and actual producer (of ore - but still) $WUC $WSTRF is directly and highly leveraged to the #uranium price. If that moves up significantly the share price should () increase as well. So: some hope"  
[X Link](https://x.com/NewUraniumHope/status/1959004992368779567)  2025-08-22T21:29Z [---] followers, [---] engagements


"@TBirdV @MikeSzymanski81 $WUC $WSTRF keeps emphasizing that the mill is a priority both as a strategy and in terms of how they are spending time and cash"  
[X Link](https://x.com/NewUraniumHope/status/1959989418707517648)  2025-08-25T14:41Z [---] followers, [---] engagements


"@Swedish_uranium @quakes99 @GDoug1038085 @TBirdV If the share price of $WUC $WSTRF continues to lag the other components of the index (today Aug [--] for example) then the amount needed to bring $WUC to the minimum percentage of the overall fund keeps growing yes"  
[X Link](https://x.com/NewUraniumHope/status/1960378704976019920)  2025-08-26T16:27Z [---] followers, [---] engagements


"@rekurencja [--]. $EFR $UUUU is not Amazon but the value of the CEOs vision and consistent execution in a large important market is easy to overlook or discount. (Amazon stock skyrocketed even before AWS.)"  
[X Link](https://x.com/NewUraniumHope/status/1960502619874713628)  2025-08-27T00:40Z [---] followers, [---] engagements


"@weebabalu $GLO *and* $GXU"  
[X Link](https://x.com/NewUraniumHope/status/1960525576747540790)  2025-08-27T02:11Z [---] followers, [---] engagements


"@TBirdV $WUC $WSTRF at the top of chart today. Shocking"  
[X Link](https://x.com/NewUraniumHope/status/1961567727371293099)  2025-08-29T23:12Z [---] followers, [---] engagements


"@quakes99 @leggett_john @GoUranium @grok Consider how this might play out: In a few years a couple of nuclear utilities are in a real bind. They cant source enough #uranium feedstock and are legitimately worried that they will have to shut down. $SPUT and other vehicles control millions of pounds of stored #uranium"  
[X Link](https://x.com/NewUraniumHope/status/1965136626398748901)  2025-09-08T19:34Z [---] followers, [---] engagements


"@uraniuminsider @goldenrock235 @Peak_Ascent @SilverCrisis405 Ive been trying to make these points but less successfully. If the lights stay on which they will #uranium has to come from somewhere That doesnt mean material in trusts or funds is easy or cheap to get. To the contrary it will require a lot of money and work to access"  
[X Link](https://x.com/NewUraniumHope/status/1965546200171774188)  2025-09-09T22:41Z [---] followers, [---] engagements


"@BidBird10 [--]. Nice analysis. I can understand the decision not to take a position in $DML $DNN at this point"  
[X Link](https://x.com/NewUraniumHope/status/1965601113539051782)  2025-09-10T02:19Z [---] followers, [--] engagements


"@BidBird10 [--]. One caveat I would make is that $DNN $DMLs valuation should be especially levered to #uranium price increases because of the size of its likely future production and currently-uncommitted contract book"  
[X Link](https://x.com/NewUraniumHope/status/1965601184414400683)  2025-09-10T02:20Z [---] followers, [---] engagements


"@AlexMiningGuy Very interesting and potentially controversial take It would be great to get details Alex and comments from @uraniuminsider @oceanwall2 @quakes99. These (purported) $KAP / KAZ issues have been floating around the #uranium investment community for some time"  
[X Link](https://x.com/NewUraniumHope/status/1965820066282541057)  2025-09-10T16:50Z [---] followers, [---] engagements


"1/2 Remember when $CCO $CCJ shut down McArthur River from 2018-2022 Cameco has (at least publicly) expressed no interest in $NXE as it has its own #uranium assets for development. But what if"  
[X Link](https://x.com/NewUraniumHope/status/1966926955405865364)  2025-09-13T18:08Z [---] followers, [---] engagements


"2/2 What if $CCO $CCJ bought out $NXE and then put construction on indefinite hold fulfilling $NXEs contracts using Camecos existing resources You think the #uranium price might go up"  
[X Link](https://x.com/NewUraniumHope/status/1966926957976961435)  2025-09-13T18:08Z [---] followers, [---] engagements


"@ProvenReserves How does this analysis change if you include revenue and profits from all aspects of Camecos $CCJ $CCO fuel services its share of Westinghouse revenue and profits and if the realized price of #uranium increases to $100 or $125 per pound"  
[X Link](https://x.com/NewUraniumHope/status/1967750228121153889)  2025-09-16T00:39Z [---] followers, [----] engagements


"We know that some utilities have more inventory and contractual coverage than others. When the price gets high enough there will be a tremendous financial incentive to lend or sell material to those in more desperate positions. For the right price there are producers from the biggest (Cameco) to the smallest (Western Uranium) and dozens in between who can and will increase production. We also know that multiple financial vehicles have sequestered (in a few licensed warehouses for easy access) many millions of pounds of uranium"  
[X Link](https://x.com/NewUraniumHope/status/1971055709552025711)  2025-09-25T03:34Z [---] followers, [--] engagements


"@goldenrock235 @BidBird10 @goldenrock235 You dont agree with Anna Bryndza that the price will stall out here until September of next year (Just kidding of course)"  
[X Link](https://x.com/NewUraniumHope/status/1973433769240699152)  2025-10-01T17:04Z [---] followers, [---] engagements


"@goldenrock235 Excellent point. Weve heard for so long that the #uranium spot market is small and almost irrelevant that its easy to conclude that the spot *price* is largely irrelevant. Not for market-related contracts"  
[X Link](https://x.com/NewUraniumHope/status/1973789590499770793)  2025-10-02T16:38Z [---] followers, [---] engagements


"@goldenrock235 An esoteric #uranium pricing point and question: UxC defines spot delivery to include a minimum quantity of [------] lbs. With increased spot prices there have been purchases of less than 100k lbs. (SPUTs 50k purchase the week of August [--] e.g.). Will UxC change its definition"  
[X Link](https://x.com/NewUraniumHope/status/1973799380034728106)  2025-10-02T17:16Z [---] followers, [---] engagements


"Yes Putin is trolling Trump even saying that imports will likely *increase* next year based on current orders. He doesnt mention the [----] ban but it still is an effective dig given the current realities and Trumps chiding of India. The Section [---] petitioners pointed out this dangerous and embarrassing weakness during the first Trump administration. Alas"  
[X Link](https://x.com/NewUraniumHope/status/1974128707301425468)  2025-10-03T15:05Z [---] followers, [--] engagements


"@ErezShapira $DNN $DML put together a well-structured convertible deal with shareholder-friendly terms but $UUUU $EFRs deal is just next-level. Masterful work for a #uranium (and critical minerals) company that has had a tremendous run recently and still has a bright future"  
[X Link](https://x.com/NewUraniumHope/status/1974965946914832857)  2025-10-05T22:32Z [---] followers, [---] engagements


"@IrishPrime1 @Daniel88991094 @BidBird10 Exactly right. Chalmers started this ball rolling years ago and the recent convertible deal gives $UUUU $EFR what they need to execute without having to sell shares to the government. Of course as a shareholder its hard to turn down money if the market throws it at you"  
[X Link](https://x.com/NewUraniumHope/status/1976309453671854382)  2025-10-09T15:31Z [---] followers, [---] engagements


"@GavMcCracken Ive been relentlessly focused on uranium (and its treated me well) but your posts and the algo streams of silver posts made me curious. There seems to be a huge (and weird) value disconnect with this company"  
[X Link](https://x.com/NewUraniumHope/status/1976342443353309565)  2025-10-09T17:42Z [---] followers, [---] engagements


"@quakes99 Grant was fired up and made some great points. Its a little amusing and ironic that Cameco $CCJ $CCO was the object of withering criticism of its low-priced contracts just a few years ago. Still - what he said today was essentially a summary of the #uranium investment thesis"  
[X Link](https://x.com/NewUraniumHope/status/1976434702048428447)  2025-10-09T23:48Z [---] followers, [---] engagements


"Powerful comments from Grant. I know youve addressed Camecos legacy contract book that drew pretty strident criticism a few years ago. I dont completely agree with G that theres only one chance to set contract terms for a new project - Cigar and McA werent fully contracted for and through life-of-mine on Day [--] and Cameco should be glad they werent I think investors can give a little grace to responsible developers that sign small (small is key) base-escalated contracts to lock down financing. They must be disciplined afterward though In that respect vocal investor criticism of low-priced"  
[X Link](https://x.com/NewUraniumHope/status/1976441489057292477)  2025-10-10T00:15Z [---] followers, [---] engagements


"There are a number of good models of #uranium demand. What is the total addressable market in the US (US TAM) for the kinds of rare earths Energy Fuels $UUUU $EFR intends to process at its White Mesa Mill"  
[X Link](https://x.com/NewUraniumHope/status/1977049398711664700)  2025-10-11T16:31Z [---] followers, [---] engagements


"@levandovsky @stevehou0 Ore with REEs (e.g. monazite) often contains radioactive material like #uranium and thorium. Processing it in the West requires specialized licenses and permits. Theoretically the govt could speed up the process but its not trivial. Right now $UUUU $EFR has the only US mill"  
[X Link](https://x.com/NewUraniumHope/status/1977062435275350504)  2025-10-11T17:23Z [---] followers, [---] engagements


"#uranium Where my Hoover Dam through a straw folks at"  
[X Link](https://x.com/NewUraniumHope/status/1977742880484581566)  2025-10-13T14:27Z [---] followers, [----] engagements


"@GavMcCracken Im feeling pretty good about this little foray into $APM.TO $ANPMF. Given how well the #uranium portfolio is doing thats saying something"  
[X Link](https://x.com/NewUraniumHope/status/1977821290607345753)  2025-10-13T19:38Z [---] followers, [---] engagements


"@_samputnam Re: recently gained control of a heavy mineral sands project that produces rare earth materials processed at their mill. Are you thinking of $UUUU $EFR"  
[X Link](https://x.com/NewUraniumHope/status/1977822423417504060)  2025-10-13T19:43Z [---] followers, [---] engagements


"@GavMcCracken The numbers are remarkable. In #uranium the set-up is real (and huge - check out the graphs @Stefano_1799 recently posted) but most FCF is in the future. With $APM.TO $ANPMF the FCF is here and now"  
[X Link](https://x.com/NewUraniumHope/status/1977863958095602101)  2025-10-13T22:28Z [---] followers, [---] engagements


"@NewleyAnthony @SteveRodio $UUUU refuses to do toll milling"  
[X Link](https://x.com/NewUraniumHope/status/1980406763167088967)  2025-10-20T22:52Z [---] followers, [---] engagements


"@GavMcCracken If the fundamentals of $APM.TO $ANPMF stay strong and the share price is low enough share buybacks become even more attractive / accretive than an acquisition. I trust management is at least open to the idea"  
[X Link](https://x.com/NewUraniumHope/status/1983109895806455870)  2025-10-28T09:53Z [---] followers, [---] engagements


"@weebabalu 😂 @weebabalu Man I dont know how you stay invested in $GLO but damn some of your tweets are funny"  
[X Link](https://x.com/NewUraniumHope/status/1983379225450295572)  2025-10-29T03:43Z [---] followers, [---] engagements


"@weebabalu @ballsmeep I havent checked the warrant details recently but your figures sound roughly right (not sure about expiration dates). I think the big disconnect is considering $400M per year to be gross profit. What is the expected (realistic) Op Ex per pound"  
[X Link](https://x.com/NewUraniumHope/status/1984410928625115292)  2025-11-01T00:03Z [---] followers, [---] engagements


"@weebabalu @ballsmeep Interesting Grokkian analysis I dont know if all the details are right but its definitely closer to what I imagine the real upside is and changes the risk-reward proposition. I realize everyone has a different view of what might happen both with $GLO and in Niger"  
[X Link](https://x.com/NewUraniumHope/status/1984665161144373368)  2025-11-01T16:53Z [---] followers, [---] engagements


"@weebabalu If you dont have a time-traveling DeLorean you can rely on the many thousands of helpful charts on X. As long as you track the cup-and-handle head-and-shoulders reverse resistance and support waves youll be a billionaire in no time"  
[X Link](https://x.com/NewUraniumHope/status/1987306913181442354)  2025-11-08T23:51Z [---] followers, [---] engagements


"@gratitude1999 @ballsmeep @GraphiteOne For $WWR specificallybetween October [--] and October [--] 2025"  
[X Link](https://x.com/NewUraniumHope/status/1987997927403626736)  2025-11-10T21:36Z [---] followers, [---] engagements


"@GavMcCracken Nice day for $APM.TO $ANPMF today; Im almost break even Lol. Looking forward to tomorrows report"  
[X Link](https://x.com/NewUraniumHope/status/1987999346508657074)  2025-11-10T21:42Z [---] followers, [---] engagements


"I dont have any idea how youll do it Toilet but youre on to something. The $ANPMF equity securities are not short-term treasuries or cash. I dont think they are holdings of commodity trusts either. Equity usually means common stock or close variants and the apparently large gains reinforce that assumption. http://APM.TO http://APM.TO http://APM.TO http://APM.TO"  
[X Link](https://x.com/NewUraniumHope/status/1988811780731335099)  2025-11-13T03:30Z [---] followers, [---] engagements


"@GavMcCracken Yeah the share price seems headed back to where it was before $ANPMF released its excellent earnings report. 🤷🏻♂"  
[X Link](https://x.com/NewUraniumHope/status/1990519434096881869)  2025-11-17T20:36Z [---] followers, [--] engagements


"Respecting the ICSID decision would have inspired confidence that Niger will respect the rule of law no matter how much the junta hates the French. Nationalization is certainly not guaranteed and maybe its not likely. Non-FUD concerns are the 30%+ annual compounded dilution of shareholders and negative retained earnings and comprehensive losses on the balance sheet"  
[X Link](https://x.com/NewUraniumHope/status/1995274812487541246)  2025-11-30T23:32Z [---] followers, [---] engagements


"@rekurencja I suspect that Grants comments were directed more at $NXE than $DNN but based on $DNNs (incredible) capital position technical pre-work and completed and ongoing engineering I dont think $DNNs board will be calling $CCJ [--] months into construction begging for a rescue"  
[X Link](https://x.com/NewUraniumHope/status/1997486897095168351)  2025-12-07T02:02Z [---] followers, [---] engagements


"The FS (yes its an FS and a little outdated so assume it will be low) estimated a total cost for developing Phoenix at $420M Canadian. Even if you disregard the development expenses that $DNN has already incurred and paid the companys capital position significantly exceeds the estimated development costs"  
[X Link](https://x.com/NewUraniumHope/status/1997680055070363966)  2025-12-07T14:50Z [---] followers, [---] engagements


"Another important distinction between $DNN and $NXE: Grant kept emphasizing the lack of roads and power on the west side of the Basin. Wheeler River ($DNN) is east - in fact only about 35k from Camecos McArthur River mine Its 4k from the main road (Highway 914) and utility corridor that Grant thinks are such important assets. (Of course you know which project is on the *west* side of the Basin)"  
[X Link](https://x.com/NewUraniumHope/status/1997683450451726780)  2025-12-07T15:03Z [---] followers, [--] engagements


"@X1Abe @GavMcCracken @prb2o1o Interestingly there are specific references to holdings of $SCZ in $APM.TO $ANPMF MD&A filings through [----]. (See also the [----] reference to a loan.) After that there are references to marketable securities but not $SCZ specifically. Still - theres a long relationship"  
[X Link](https://x.com/NewUraniumHope/status/1998899986483019870)  2025-12-10T23:37Z [---] followers, [---] engagements


"Exactly so. Well never know the reasons for the short positions especially because algos are likely involved. A fund could be long #silver and be short a small basket of miners as a hedge. It could be hedge fund pair trades exchange arbitrages an MM trying to stay book-neutral etc. There could be a few classic short-sellers but with a stock like this its pretty unlikely a human has closely analyzed the fundamentals and concluded this is a stock thats going to tank; I should short a lot of it Still - its long-term good for those of us who are long. Even if the shorts want to keep a short"  
[X Link](https://x.com/NewUraniumHope/status/2002150704971231543)  2025-12-19T22:55Z [---] followers, [--] engagements


"Its almost go time and $DML $DNN is ready. There are plenty of skeptics of the ISR plan but Denison has completed extensive pre-FID activities and capital-raising masterfully. Cates and team know they need to execute. If they succeed and I think they will $DML $DNN will become a world class producer at the perfect time. The potential IRR is incredible. Very exciting https://twitter.com/i/web/status/2007127580613193910 https://twitter.com/i/web/status/2007127580613193910"  
[X Link](https://x.com/NewUraniumHope/status/2007127580613193910)  2026-01-02T16:31Z [---] followers, [---] engagements


"The only thing (a little) surprising about this dilutive raise is its size. People can argue about whether S. Roman is a great CEO whether Niger is a great jurisdiction that will treat $GLO $GLATF better than it treated Orano and Goviex and whether $GLOs #uranium will ever make its way more than [---] km to a port but one thing that cant be argued with is $GLOs history of unrelenting dilutive raises https://twitter.com/i/web/status/2010843946033746083 https://twitter.com/i/web/status/2010843946033746083"  
[X Link](https://x.com/NewUraniumHope/status/2010843946033746083)  2026-01-12T22:38Z [---] followers, [----] engagements


"@wugooey @Swedish_uranium Youre being sarcastic but there are real $GLO $GLATF investors who have celebrated earlier dilutive raises by celebrating the chance to pick up cheaper shares"  
[X Link](https://x.com/NewUraniumHope/status/2010845238969942209)  2026-01-12T22:43Z [---] followers, [---] engagements


"@mineralstocks Its strange. There are so many other options for #uranium bulls All #uranium companies have their advantages and disadvantages but few have so many problems combined with such a long history of dilutive raises on poor to terrible terms"  
[X Link](https://x.com/NewUraniumHope/status/2010902197421424772)  2026-01-13T02:30Z [---] followers, [---] engagements


"For market-related contracts which have the floors and ceilings the accounting value of the price is the mid-point. That is why Grant says that the value should be considered triple digits. The actual price will depend on the market at delivery and the contract terms which usually contain averaging / smoothing mechanisms for calculating market price. As for the published LT prices from the price reporters Mike Alkin and others have explained why they universally understate the true LT price"  
[X Link](https://x.com/NewUraniumHope/status/2011813283834314909)  2026-01-15T14:50Z [---] followers, [---] engagements


"@rekurencja @IsoEnergyLtd Its hard to imagine a #uranium mine anywhere in Virginia given the density of its population and the growing leftward tilt of its politics. (Unlike nuclear energy mining is still heavily disfavored by the American left.) I suppose anything is possible"  
[X Link](https://x.com/NewUraniumHope/status/2012079627943203191)  2026-01-16T08:29Z [---] followers, [---] engagements


"Both Oregon and New Mexico have legacy #uranium mines and potential new projects. They are both now one-party D states however despite some conservative populations especially in rural areas. Opposition to new #uranium mining is strong and politically powerful"  
[X Link](https://x.com/anyuser/status/2012092728407138789)  2026-01-16T09:21Z [---] followers, [---] engagements


"@rekurencja So true By definition those who sell at or near the top sell to willing buyers. Those buyers are likely to be new to the trade not experienced investors who have studied the market for years"  
[X Link](https://x.com/NewUraniumHope/status/2012175855104266379)  2026-01-16T14:51Z [---] followers, [---] engagements


"@patmvcr @quakes99 Grant Isaac has said point blank Make no mistake Cameco is not sold out and he also has said that the main reason Cameco is not producing more than 5% of its reserves is because they dont have contracts at prices Cameco finds acceptable. Its all about price"  
[X Link](https://x.com/NewUraniumHope/status/2012248768675013071)  2026-01-16T19:41Z [---] followers, [---] engagements


"Grants comments on Camecos supply disciple and not being sold out are at 26:22 of his Feb [--] [----] interview with Triangle Investor. I have never heard any Cameco executive say they are sold out for any time period. Of course a utility absolutely needing short-term #uranium (1-2 years) - and none do because they all carry inventory for the next fuel reload; short term purchases are discretionary - would not contract with Cameco for that anyway. They could and would buy from the spot / ST market where there are literally offers to sell #uranium every day - the only issue is price. (Joe Kelly"  
[X Link](https://x.com/NewUraniumHope/status/2012587633306951895)  2026-01-17T18:07Z [---] followers, [---] engagements


"It says I joined Uranium in May of [----] but I was here when Alkin started talking stocks over a beer when Klenda was running Ur-Energy when Huhn was an Outsider and before Corgi had his first kid. Its a beautiful brutal world uranium investing http://X.com http://X.com"  
[X Link](https://x.com/anyuser/status/1949947359879975063)  2025-07-28T21:37Z [---] followers, [----] engagements


"@capnek123 [--]. How much revenue will $WUC $WSTRF realize from the sale of ore to $EFR $UUUU and over what period of time"  
[X Link](https://x.com/NewUraniumHope/status/1955637841964511260)  2025-08-13T14:29Z [---] followers, [---] engagements


"@capnek123 [--]. How much ore does $WUC $WSTRF expect to sell to $EFR $UUUU pursuant to the ore-purchase agreement"  
[X Link](https://x.com/NewUraniumHope/status/1955638102090993766)  2025-08-13T14:30Z [---] followers, [---] engagements


"@capnek123 [--]. Does $WUC $WSTRF need any additional licenses or permits to use its kinetic separation technology Why hasnt the company used that technology already (Before delivery to $EFR $UUUU for example)"  
[X Link](https://x.com/NewUraniumHope/status/1955638620972605737)  2025-08-13T14:32Z [---] followers, [---] engagements


"@capnek123 [--]. How realistic is $WUCs $WSTRFs plan to finance and build a mill With GG over [--] and the financing exceeding the companys market cap it seems like the mining equivalent of vaporware"  
[X Link](https://x.com/NewUraniumHope/status/1955639687865102718)  2025-08-13T14:36Z [---] followers, [---] engagements


"@rekurencja @StupidBill1 @capnek123 That seems pretty definitive. From first principles it does seem like Step One of a milling process. Still could the NRC under Trump come to a different conclusion"  
[X Link](https://x.com/NewUraniumHope/status/1955677807344030132)  2025-08-13T17:08Z [---] followers, [---] engagements


"@rekurencja @Xatraxion Assuming a new fully-licensed and -permitted mill is a pipe dream the only good end game for $WUC $WSTRF seems to be acquisition by $EFR $UUUU"  
[X Link](https://x.com/NewUraniumHope/status/1956789458541674730)  2025-08-16T18:45Z [---] followers, [---] engagements


"@BidBird10 Outstanding piece. Any thoughts on whether $UUUU is likely to acquire $WUC $WSTRF if the #uranium price increases as you expect There is a current ore-purchase agreement in place of course"  
[X Link](https://x.com/NewUraniumHope/status/1956820918241776023)  2025-08-16T20:50Z [---] followers, [---] engagements


"@FreiburgCoffeeC @WolanskyJa91908 $WUC $WSTRFs mill efforts seemed to be in frustrated response to $EFR $UUUUs refusal to enter into conventional toll-milling agreements (with an exception for a company that was a party to more comprehensive M&A deal)"  
[X Link](https://x.com/NewUraniumHope/status/1957493817659277593)  2025-08-18T17:24Z [---] followers, [---] engagements


"@JamesFar9 @BidBird10 Energy Fuels motivation would be to capture Westerns portion of the profits. Those would have to be high enough to offset the hassles and expense of mining (as you note). It all depends on the price of #uranium $WUC $WSTRF"  
[X Link](https://x.com/NewUraniumHope/status/1957497165183598655)  2025-08-18T17:37Z [---] followers, [---] engagements


"@BidBird10 A fair point. Maybe later in the cycle. An acquisition of $WUC $WSTRF would give $UUUU $EFR much faster access to ore than say waiting until Roca Honda is completed. Based on Westerns current valuation it could be a lot less expensive too"  
[X Link](https://x.com/NewUraniumHope/status/1957529667499618565)  2025-08-18T19:46Z [---] followers, [---] engagements


"@rekurencja @capnek123 Yes thats a very interesting @capnek123 interview with George Glasier. I admire the expansive multi-year ambition. If $WUC $WSTRF were a company with many millions more of capital its plans might seem more realistic"  
[X Link](https://x.com/NewUraniumHope/status/1959301385264173326)  2025-08-23T17:07Z [---] followers, [---] engagements


"@rekurencja @capnek123 Its not surprising that other #uranium mining companies would like access to a mill that would compete with White Mesa. Are they interested enough and have enough capital to partner with $WUC $WSTRF perhaps in a JV A consortium"  
[X Link](https://x.com/NewUraniumHope/status/1959301534719881354)  2025-08-23T17:07Z [---] followers, [---] engagements


"@rekurencja @capnek123 The universe of companies that could help $WUC $WSTRF with a mill is small. Would UROY finance some or all of a mill in exchange for royalties and/or streams"  
[X Link](https://x.com/NewUraniumHope/status/1959301650289689076)  2025-08-23T17:08Z [---] followers, [---] engagements


"@rekurencja @capnek123 It doesnt really fit into $UECs current strategy but if $UEC wanted to expand its conventional #uranium mining properties a mill would make sense. Maybe Cameco will decide it needs a U.S. mill nearby $WUC $WSTRFs mines (A pipe dream of course.)"  
[X Link](https://x.com/NewUraniumHope/status/1959301787623571641)  2025-08-23T17:08Z [---] followers, [---] engagements


"@rekurencja @capnek123 I will say this: if GG somehow is successful in getting a mill permitted built and operating by [----] (and count me extremely skeptical) it will be a #uranium turnaround story for the ages. $WUC $WSTRF"  
[X Link](https://x.com/NewUraniumHope/status/1959301979366473989)  2025-08-23T17:09Z [---] followers, [---] engagements


"@KEN94104199 @rekurencja @capnek123 I cant either not on their own. Maybe if they partner up or put together a consortium. $WUC $WSTRFs mid-year update said the mill (or processing plant) is the companys priority and GG doubled down on that in the interview. 🤷🏻♂"  
[X Link](https://x.com/NewUraniumHope/status/1959350221001179631)  2025-08-23T20:21Z [---] followers, [---] engagements


"@weebabalu Good to know. With $PEN $PENMF an unlucky soul could have a trifecta of #uranium awfulness"  
[X Link](https://x.com/NewUraniumHope/status/1960748902732513733)  2025-08-27T16:59Z [---] followers, [---] engagements


"@murrayj79923081 $URNJ will have to *buy* millions of shares of $WUC $WSTRF in September yes @Swedish_uranium"  
[X Link](https://x.com/NewUraniumHope/status/1961567092534292707)  2025-08-29T23:10Z [---] followers, [---] engagements


"(7/12) Trusts and #uranium holding vehicles are *investments* whose purpose is to make people money; theyre not sacred collections of religious icons Also with inventory sometimes the best strategy is to make a ton of money and creatively secure material thats needed later"  
[X Link](https://x.com/NewUraniumHope/status/1964382672257765488)  2025-09-06T17:38Z [---] followers, [---] engagements


"(8/12) This is not a prediction that $SPUT or any other specific owner of #uranium will sell to the highest bidder this cycle. I am confident however that absent price controls #uranium will find its way through the fuel cycle and into reactors when utilities need it"  
[X Link](https://x.com/NewUraniumHope/status/1964382674191339897)  2025-09-06T17:38Z [---] followers, [---] engagements


"@quakes99 @leggett_john @GoUranium @grok Again I dont want to focus too much on any one holder of #uranium. Its the general dynamic of how commodity markets work when needs are desperate and prices are sky high. Absent government price controls supply finds a way (and people make a lot of money)"  
[X Link](https://x.com/NewUraniumHope/status/1965138356196835532)  2025-09-08T19:41Z [---] followers, [---] engagements


"@quakes99 @leggett_john @GoUranium @grok Any realistic scenario involving $SPUT would be completely voluntary and beneficial to Canadians - no forced liquidations or presidential calls. Focusing on one option however is where we can get hung up on obstacles. Were on the same page-I just see the lights staying on 😉"  
[X Link](https://x.com/NewUraniumHope/status/1965149064414331338)  2025-09-08T20:23Z [---] followers, [---] engagements


"@PTOtrading This is exactly the kind of information people need to consider. I might be totally wrong about $SPUT and $YCA.L and all the holders of strategic inventory in the world. Maybe they *would* (or be forced to) let utilities shut down nuclear reactors for lack of fuel. But"  
[X Link](https://x.com/NewUraniumHope/status/1965164910125670522)  2025-09-08T21:26Z [---] followers, [---] engagements


"@PrinceParfait3 Word is that $URNM will have to pick up millions of shares of $WUC by the end of the month. We shall see $WSTRF"  
[X Link](https://x.com/NewUraniumHope/status/1965874385501467109)  2025-09-10T20:25Z [---] followers, [---] engagements


"@TBirdV Watch the $URNM buying closely. $WUC will easily keep the market cap minimum for inclusion. Even if the weighting (decided 9/18) is just the minimum $URNM will need to buy millions of shares to bring it up. There arent many trading days to do so"  
[X Link](https://x.com/NewUraniumHope/status/1967326665069257006)  2025-09-14T20:36Z [---] followers, [---] engagements


"@Swedish_uranium Hard to know for certain but based on volumes it seems likely $URNM still needs more $WUC (either directly or from market makers/funds) by September 30"  
[X Link](https://x.com/NewUraniumHope/status/1970962633114386820)  2025-09-24T21:24Z [---] followers, [---] engagements


"@urani_umm @MalcolmRaw99915 Interestingly this exact debate was taking place in 2017-18 with predictions of uranium shortages in the mid- to late-2020s. Its [----] and no utilities have shut down for lack of fuel and every utility still has inventory. What *has* changed is price"  
[X Link](https://x.com/NewUraniumHope/status/1971129817463771173)  2025-09-25T08:29Z [---] followers, [---] engagements


"@patmvcr What do make of $WUC being under .3%"  
[X Link](https://x.com/NewUraniumHope/status/1973401063307841682)  2025-10-01T14:54Z [---] followers, [---] engagements


"@Swedish_uranium @NiklasPettersso Do we know for certain that $WUC got to .3% I saw the chart from @patmvcr with a weighting below that but perhaps its a day early"  
[X Link](https://x.com/NewUraniumHope/status/1973407429695058205)  2025-10-01T15:19Z [---] followers, [---] engagements


"@patmvcr @Swedish_uranium @NiklasPettersso $WUCs large drop in price at the end of trading on the last day of the rebalance period is strange. Would $URNM need to correct the balance to take it properly to .3% or (in effect) could it say well we tried"  
[X Link](https://x.com/NewUraniumHope/status/1973420165732982936)  2025-10-01T16:10Z [---] followers, [---] engagements


"Theres nothing quite like $WUC $WSTRF in the #uranium universe - its not all bad but its not all good. On the plus side it has fully licensed and permitted mines and cash flow from selling ore to $UUUU $EFR. On the downside besides its tiny size it cant capture the value of its ore without a mill and the market clearly doesnt credit the companys ambitions to build its own mill. All #uranium companies depend on high U prices but $WUC more than others needs sustained three-digit prices and probably a merger or acquisition to make its real assets worthwhile and transform the company from a"  
[X Link](https://x.com/NewUraniumHope/status/1975613952043229575)  2025-10-07T17:27Z [---] followers, [----] engagements


"Yeah its loss of value especially compared to other #uranium companies is remarkable. Four years ago there was hope that $WUC would be a true if small producer and valued as such. When $UUUU $EFR refused to enter into toll-milling agreements the financial penalty to $WUC for not having a mill became painfully clear. https://twitter.com/i/web/status/1975618033130623245 https://twitter.com/i/web/status/1975618033130623245"  
[X Link](https://x.com/NewUraniumHope/status/1975618033130623245)  2025-10-07T17:43Z [---] followers, [----] engagements


"Smooth sailing at the $DML $DNN hearing so far. The last time #uranium ISR skeptics were wrong Kazakhstan became the world leader in #uranium production. If Denison also proves ISR skeptics wrong $DNN is easily a $12-$20 USD stock based on Phoenix alone. The market is more than ready for new Canadian supply and the economics are incredible. https://twitter.com/i/web/status/1976106615116886442 https://twitter.com/i/web/status/1976106615116886442"  
[X Link](https://x.com/NewUraniumHope/status/1976106615116886442)  2025-10-09T02:05Z [---] followers, [----] engagements


"Heres a real contrarian take for the #uranium community: While the cool kids on X celebrate JBs slumber (Wake me up when #uranium is $xyz) Denison $DML $DNN Bannerman $BMN and yes even NexGen $NXE are moving ahead with projects that will be ready to supply the market when the market really needs it. Its the mid-2020s. Nap-time is over kids. Fortune favors the bold and awake https://twitter.com/i/web/status/1976114757137801541 https://twitter.com/i/web/status/1976114757137801541"  
[X Link](https://x.com/NewUraniumHope/status/1976114757137801541)  2025-10-09T02:37Z [---] followers, [----] engagements


"Western Uranium and Vanadium: Keeping #uranium investors humble since the last ETF rebalance $WUC $WSTRF"  
[X Link](https://x.com/NewUraniumHope/status/1976310395645411537)  2025-10-09T15:34Z [---] followers, [----] engagements


"@TBirdV Private placement (bought deal) for $WUC $WSTRF"  
[X Link](https://x.com/NewUraniumHope/status/1976433106644353330)  2025-10-09T23:42Z [---] followers, [---] engagements


"@TBirdV $WUC $WSTRF just put out a press release that it upsized its $5M (Canadian) deal to C$5.9M 😂 You know like $EFR $UUUU upsized from $600M to $700m. Its like a little kid trying to copy the big boys (Its other terms are much worse unfortunately.) Sad"  
[X Link](https://x.com/NewUraniumHope/status/1976646037994602994)  2025-10-10T13:48Z [---] followers, [---] engagements


"@thegreenmini1 @capnek123 Yeah its getting pathetic. $WUC $WSTRF proudly announced an upsizing of their bought deal from C$5.0M to C$5.9M - you know just like Denison and Energy Fuels Just silly. $WUCs deal terms of course are far worse for shareholders"  
[X Link](https://x.com/NewUraniumHope/status/1976649350106554629)  2025-10-10T14:01Z [---] followers, [---] engagements


"@weebabalu Theres also $WUC $WSTRF proving that the rising #uranium tide doesnt lift all ships"  
[X Link](https://x.com/NewUraniumHope/status/1978135017386631688)  2025-10-14T16:25Z [---] followers, [---] engagements


"@weebabalu In the contest for turdiest turd in the box of otherwise delicious #uranium chocolates $GLO did manage to hold off on another dilutive financing before $WUC $WSTRF. So theres that 🤷🏻♂"  
[X Link](https://x.com/NewUraniumHope/status/1978569444344394020)  2025-10-15T21:11Z [---] followers, [----] engagements


"Why didnt I unload every last $WUC $WSTRF share in the last $URNM rebalance I cant make the investment case anymore. Im beginning to think its only because I like the videos of GG in a hard hat driving a front-end loader"  
[X Link](https://x.com/NewUraniumHope/status/1978572801981263930)  2025-10-15T21:24Z [---] followers, [---] engagements


"@weebabalu There it is Not all big and fancy and shareholder-friendly like $DML $DNN or $EFR $UUUU - just your standard $GLO dilutive financing with full warrants like $WUC $WSTRF. At least the project will live a while longer or at least until the next coup"  
[X Link](https://x.com/NewUraniumHope/status/1978576701677256748)  2025-10-15T21:40Z [---] followers, [---] engagements


"Most people understand what dilutive financing means but a disturbing number of investors on X get excited because they can buy shares cheaper tomorrow. $GLO"  
[X Link](https://x.com/anyuser/status/1978583820501704903)  2025-10-15T22:08Z [---] followers, [----] engagements


"Have #uranium investors learned anything in the last [--] hours about the significance (or lack thereof) of post- and pre-market stock quotes"  
[X Link](https://x.com/anyuser/status/1978883069009629465)  2025-10-16T17:57Z [---] followers, [----] engagements


"A dilutive raise is not better for existing shareholders just because its oversubscribed. #uranium"  
[X Link](https://x.com/anyuser/status/1978884090712723653)  2025-10-16T18:01Z [---] followers, [----] engagements


"Theres a strange follow-the-leader dynamic with touting oversubscribed and upsized #uranium company financings. What matters are the terms of the deal A financing that gives most of the value of the company to new (private) shareholders could be extremely popular (leading to tremendous upsizing and oversubscription) even as it wipes out shareholders who bought shares earlier on the public markets"  
[X Link](https://x.com/anyuser/status/1978887682953753023)  2025-10-16T18:16Z [---] followers, [---] engagements


"The concept of capitulation signifying a likely bottom to be followed by an upswing often makes sense when applied to broad markets and indexes. Subject to secular fundamentals it can even be appropriate for sectors like #uranium miners. It is NOT a useful concept for individual companies Companies can and do fail die and *stay dead.* ☠"  
[X Link](https://x.com/anyuser/status/1979319842999275733)  2025-10-17T22:53Z [---] followers, [---] engagements


"@Pigsapple113320 $WUC $WSTRF cant even turn green on days when rockets are all over X and U leaders are up 8-12%"  
[X Link](https://x.com/NewUraniumHope/status/1984059738892734884)  2025-10-31T00:47Z [---] followers, [---] engagements


"Yeah not much talk about how Niger is both unlivable and univestable. Theres also rarely any discussion of how the diluted share count for $GLO has absolutely blown out - with an endless stream of full warrants were talking hundreds upon hundreds of millions of shares. Instead its all about the share price and waiting for the inevitable ride back up(). Id post more about it to warn folks (you cant effectively short it so no worries about that) but I continue to hold a little $WUC $WSTRF which is probably just as inexplicable"  
[X Link](https://x.com/NewUraniumHope/status/1984374093672824901)  2025-10-31T21:37Z [---] followers, [---] engagements


"@WolanskyJa91908 A 52-week low as other #uranium companies are at or near ATHs and long-term U is higher than its been since [----]. Even as a tiny fraction of a portfolio its annoying to see a thin line of red in an ocean of green"  
[X Link](https://x.com/NewUraniumHope/status/1984683462398505068)  2025-11-01T18:06Z [---] followers, [---] engagements


"Before #uranium investors blood flows in the streets theres despair irritation annoyance and anger. People are aware of the chart of #uranium volatility @capnek123 pinned but few understand or internalize it"  
[X Link](https://x.com/anyuser/status/1986579383931589103)  2025-11-06T23:40Z [---] followers, [---] engagements


"Even if $GLO can get financing and complete construction of Dasa and even if $GLO can figure out how to get #uranium out of Niger economically (and safely) the risks to $GLO investors are far from resolved. The main risks are not necessarily complete nationalization of the mine or seizing and selling it to Russia or China once it is built although those are real risks. When Areva (now Orano) was operating Somair and Cominak Niger was constantly renegotiating terms and bleeding Areva for tens of millions of dollars in additional royalties taxes and local expenditures far above what was agreed"  
[X Link](https://x.com/anyuser/status/1988033023275921543)  2025-11-10T23:56Z [---] followers, [---] engagements


"Im sure Global Atomics $GLO #uranium will be handled differently"  
[X Link](https://x.com/anyuser/status/1989491705507451258)  2025-11-15T00:32Z [---] followers, [----] engagements


"Yes Orano is a French company and the current junta has made clear its disdain for the French and Stephen Roman met with Junta leaders about finishing the $GLO mine but the general sentiment about our natural wealth (#uranium) might be of future concern"  
[X Link](https://x.com/anyuser/status/1994123106466844808)  2025-11-27T19:16Z [---] followers, [----] engagements


"Interesting I could tell from the filings (and said) that there were substantial $APM.TO $ANPMF equity holdings that were separate from treasuries and unlikely to be commodity trust units. Id be interested in a quick $SCZ summary / analysis but will dive into the filings at some point. https://twitter.com/i/web/status/1995561670610223142 https://twitter.com/i/web/status/1995561670610223142"  
[X Link](https://x.com/NewUraniumHope/status/1995561670610223142)  2025-12-01T18:32Z [---] followers, [---] engagements


"@GavMcCracken If $APM.TO $ANPMF keeps (or adds to) a substantial position in $SCZ through the end of the year the value of that itself is increasing at a phenomenal rate"  
[X Link](https://x.com/NewUraniumHope/status/1998922077836030037)  2025-12-11T01:05Z [---] followers, [---] engagements


"@rekurencja @BidBird10 @GavMcCracken So $GLO will not be doing another oversubscribed dilutive raiseright Right"  
[X Link](https://x.com/anyuser/status/1999263031319253252)  2025-12-11T23:40Z [---] followers, [---] engagements


"@murrayj79923081 No worries $WUC $WSTRF will buy back its own shares for cheap (Thats sarcasm but based on a real absolutely bonkers share buyback plan - from a company that touted its oversubscribed dilutive raise just months ago and desperately needs a mill for its ore.)"  
[X Link](https://x.com/NewUraniumHope/status/2004739564855066731)  2025-12-27T02:22Z [---] followers, [---] engagements


"Two consistent errors investors make on X: (1) Overemphasizing the pre-market; (2) Misunderstanding short positions and how and when shorts must cover"  
[X Link](https://x.com/anyuser/status/2010115069044990425)  2026-01-10T22:22Z [---] followers, [--] engagements


"RT @GavMcCracken: Uhhhh $GLO.TO $GLO didn't get funding but X is acting like it did. I read this as a PR to pump the share price becaus"  
[X Link](https://x.com/anyuser/status/2010840205348241452)  2026-01-12T22:23Z [---] followers, [--] engagements


"RT @NewUraniumHope: @rekurencja @BidBird10 @GavMcCracken So $GLO will not be doing another oversubscribed dilutive raiseright Right"  
[X Link](https://x.com/anyuser/status/2010840352106946669)  2026-01-12T22:24Z [---] followers, [--] engagements


"RT @NewUraniumHope: A dilutive raise is not better for existing shareholders just because its oversubscribed. #uranium"  
[X Link](https://x.com/anyuser/status/2010844281271902462)  2026-01-12T22:40Z [---] followers, [--] engagements


"RT @AAGresearch: Global Atomic $GLO will probably get the uranium mine built But at what cost"  
[X Link](https://x.com/anyuser/status/2010846472670232979)  2026-01-12T22:48Z [---] followers, [--] engagements


"@cekdrew Not all CM ore has radioactive material but for the ore that does it is difficult and expensive to license and build a mill in the U.S. Fortunately $UUUU $EFR has been preparing its licensed and built White Mesa mill for just this kind of work"  
[X Link](https://x.com/NewUraniumHope/status/2011806007463465061)  2026-01-15T14:21Z [---] followers, [---] engagements


"@variance_swap Most #uranium is purchased on contract in the long term market and the president of $CCO $CCJ as well as the sharpest analysts in the space confirm that the long-term price is now triple digits. The reports from UxC and TradeTech putting LT in the $80s are misleading"  
[X Link](https://x.com/NewUraniumHope/status/2011809543928619116)  2026-01-15T14:35Z [---] followers, [---] engagements


"With renewed focus on U.S.-origin #uranium investors will need to pay close attention to local jurisdictional politics and regulations. No matter the economics or geology of projects in Oregon or New Mexico for example local opposition will make success very doubtful"  
[X Link](https://x.com/anyuser/status/2012091054489837878)  2026-01-16T09:14Z [---] followers, [---] engagements


"In the absence of a declaration of war or national emergency (always possible) all mining operations in the U.S. are subject to significant state approval and regulation. Jurisdictional premiums for #uranium projects will include state-level premiums"  
[X Link](https://x.com/anyuser/status/2012095626096586940)  2026-01-16T09:32Z [---] followers, [---] engagements


"Tomorrow is the anniversary of Uranium Corgis @UrTokenCorgi last post. How will we mark the occasion #uranium (Btw if todays poor performance of #uranium equities is getting you down take a look at that post and U stock prices from a year ago)"  
[X Link](https://x.com/anyuser/status/2015883079165083688)  2026-01-26T20:22Z [---] followers, [---] engagements


"Whenever SPUT is able to buy massive amounts of #uranium (1.4 million pounds today reportedly) some #uranium investors express surprise that so much #uranium is available. This has been happening since SPUT took over UPC. Listen carefully to what Grant Isaac of Cameco has said numerous times: The world is not running out of #uranium The world is running out of cheap #uranium. In fact it likely will get very very expensive. Thats much better for investors than if all the world suddenly (and somehow) ran out. All is well https://twitter.com/i/web/status/2017053179758989442"  
[X Link](https://x.com/anyuser/status/2017053179758989442)  2026-01-30T01:52Z [---] followers, [---] engagements


"On January [--] [----] Global Atomics President and CEO Stephen Roman reported in a press release we remain confident that in Q1 [----] we will have positive news regarding the major component of funding for our Dasa Project in the form of either a bank financing or a joint venture agreement. In the interim we will continue to advance the Dasa Project development and stay on schedule for yellowcake production in early [----] while we finalize the major funding component. Its early 2026; #uranium production is imminent https://twitter.com/i/web/status/2017721656454877674"  
[X Link](https://x.com/NewUraniumHope/status/2017721656454877674)  2026-01-31T22:08Z [---] followers, [---] engagements


"Fascinating story. I know that the Junta supposedly love Global Atomic and wont ever treat $GLO like it treated Areva/Orano and Goviex but there is the interesting question of how $GLOs #uranium will get out of the country after the project is financed and the mine is built and the ore processed and drummed. https://twitter.com/i/web/status/2018018655112671666 https://twitter.com/i/web/status/2018018655112671666"  
[X Link](https://x.com/NewUraniumHope/status/2018018655112671666)  2026-02-01T17:48Z [---] followers, [---] engagements


"@ShosholozaExpat @ABongo888 Im far from an expert but much of Algeria south of the coastal strip is pretty brutal Saharan desert. It seems like a tough way to move material"  
[X Link](https://x.com/NewUraniumHope/status/2018113552087687229)  2026-02-02T00:05Z [---] followers, [--] engagements


"@GLoffelhardt 100% Cameco The other Canadian #uranium companies will benefit indirectly even if the deal is only with Cameco but I wonder if there will be any direct agreements with others"  
[X Link](https://x.com/NewUraniumHope/status/2018144826928034069)  2026-02-02T02:09Z [---] followers, [---] engagements


"Unfortunately for $GLO shareholders far less than 100% of the net () proceeds of these dilutive raises go to mine development. For this most recent raise $GLO anticipates spending 56% on projects advancing the mine (17% actual mine development). 44% goes to Niger and corporate costs"  
[X Link](https://x.com/NewUraniumHope/status/2018384565459652730)  2026-02-02T18:02Z [---] followers, [---] engagements


"@swedewithbeard @ABongo888 Those are likely factors. One interesting question now is whether DFC financing covers the anticipated total costs to get the mine into production. It seems unlikely. With working capital and corporate $ $GLO estimates $370 M will be needed above what its paid to date"  
[X Link](https://x.com/NewUraniumHope/status/2018386427348709527)  2026-02-02T18:09Z [---] followers, [---] engagements


"@swedewithbeard @ABongo888 Yes: The application is for $288M USD total ($271.2M + $16.8M for a cost overrun facility)"  
[X Link](https://x.com/NewUraniumHope/status/2018391971643949435)  2026-02-02T18:32Z [---] followers, [---] engagements


"@joe_sampl @ABongo888 Yes. Its on page [--] of the short form prospectus. These dilutive raises are very inefficient and there have been a ton of them"  
[X Link](https://x.com/NewUraniumHope/status/2018430616161665434)  2026-02-02T21:05Z [---] followers, [--] engagements


"Putting aside the warrant issuance few $GLO shareholders realize how inefficient these numerous dilutive raises are. Only 56% of the most recent net went to (arguably) advance the mine. Investors see $35 million or $50 million and assume its all going to finishing DASA. Much of it goes to Niger Site indirect and Niamey costs and corporate costs. That doesnt even include the direct costs associated with each financing"  
[X Link](https://x.com/NewUraniumHope/status/2018436197807468785)  2026-02-02T21:27Z [---] followers, [---] engagements


"@quakes99 As we enter the (somewhat) later stages of the #uranium bull market sentiment swings become more pronounced. Its hard to believe how negative some of the posts are after an incredible run Youd think Spot #uranium had dropped to the $50s and LT contracts wont ever get signed"  
[X Link](https://x.com/NewUraniumHope/status/2019199794791514600)  2026-02-05T00:02Z [---] followers, [---] engagements


"I get the frustration. As I say in my profile its a brutal world #uranium investing. I may be a little different than most #uranium bulls: Im here to tell you that SPUT can buy and the spot price can still go down. The spot market is thin only compared to the much larger long-term market. I hate all the talk about the cupboard being bare or supply drying up or running out. Millions and millions of pounds trade on the spot market each year Yeah a lot is churn but its still #uranium not pixie dust. Buying a few hundred thousand pounds or even a couple million pounds is helpful in the long term"  
[X Link](https://x.com/NewUraniumHope/status/2019205253095198948)  2026-02-05T00:23Z [---] followers, [---] engagements


"@rekurencja @IsoEnergyLtd Dont forget that Cameco $CCO $CCJ has significant idled #uranium projects in the U.S"  
[X Link](https://x.com/NewUraniumHope/status/2012079951730921841)  2026-01-16T08:30Z [---] followers, [---] engagements


"It might be satisfying to think of Cameco turning away US utilities because $CCO $CCJ ran out of #uranium after selling it to the Chinese but thats completely inconsistent with everything Grant Isaac has said for years about Camecos strategy capacity and reserves (and ability to source #uranium worldwide). U.S. utilities can buy Camecos #uranium if (but only if) they pay up https://twitter.com/i/web/status/2012250253802844175 https://twitter.com/i/web/status/2012250253802844175"  
[X Link](https://x.com/NewUraniumHope/status/2012250253802844175)  2026-01-16T19:47Z [---] followers, [---] engagements


"Yes a massive deal with India will be incredibly bullish and yes #uranium prices will go much higher but no there will not be a time when there will be nothing left to buy. Cameco $CCO $CCJ has said that it has enormous capacity that it can and will bring on line when they have sufficient committed demand. (Their strategy is to over-contract) And even putting aside Cameco there are sources of #uranium throughout the world that utilities can and will find and buy at very high prices. There were predictions of #uranium being sold out in the mid-2020s. Yet here we are - prices quadrupled but"  
[X Link](https://x.com/NewUraniumHope/status/2016176173567639564)  2026-01-27T15:47Z [---] followers, [---] engagements


"Cameco $CCO $CCJ clearly will benefit from the likely deal with India. What about other Canadian companies like Denison $DML $DNN and NexGen $NXE Perhaps even explorers like Skyharbour $SYH $SYHBF and Purepoint $PTU $PTUUF if they have agreements with major companies (Mostly rhetorical questions; the details are unknown at this point.) https://twitter.com/i/web/status/2018046671976825112 https://twitter.com/i/web/status/2018046671976825112"  
[X Link](https://x.com/NewUraniumHope/status/2018046671976825112)  2026-02-01T19:39Z [---] followers, [---] engagements


"Listen closely to Grant Isaacs comments about whether the world will run out of #uranium and Camecos capacity to produce it. (Also $CCO $CCJ is just one company even if a very important one). #Uranium will always be available for sale - especially because utilities always have their next fuel load ready. No nuclear reactor will run out of fuel On the other hand $500 pp is certainly a possibility. https://twitter.com/i/web/status/2020189266593345628 https://twitter.com/i/web/status/2020189266593345628"  
[X Link](https://x.com/NewUraniumHope/status/2020189266593345628)  2026-02-07T17:33Z [---] followers, [---] engagements


"@ABongo888 $GLOs recent short form prospectus is definitely worth reading. The table of previous share sales is amusing but the new and under appreciated information is $GLOs own estimated increase of mine-completion costs from $392.8 million less than a year ago to $500 million now"  
[X Link](https://x.com/NewUraniumHope/status/2018366166679335076)  2026-02-02T16:49Z [---] followers, [---] engagements

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