#  @Swedish_uranium Anders The uranium sector is experiencing significant activity, with companies like $uuuu and $dnn seeing notable movements. The G7's formation of a critical minerals alliance and the US government's investment in rare earth magnet startups are driving interest in the sector. Several companies, including $uuuu, are expected to benefit from growing demand and potential supply deficits in uranium and rare earth minerals. ### Engagements: [------] [#](/creator/twitter::1274064080685449217/interactions)  - [--] Week [------] -30% - [--] Month [-------] -5.90% - [--] Months [---------] +283% - [--] Year [---------] +51% ### Mentions: [--] [#](/creator/twitter::1274064080685449217/posts_active)  - [--] Week [--] -50% - [--] Month [---] -26% - [--] Months [---] +81% - [--] Year [---] +60% ### Followers: [-----] [#](/creator/twitter::1274064080685449217/followers)  - [--] Week [-----] +1.50% - [--] Month [-----] +11% - [--] Months [-----] +54% - [--] Year [-----] +66% ### CreatorRank: [-------] [#](/creator/twitter::1274064080685449217/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 56.44% [countries](/list/countries) 16.83% [stocks](/list/stocks) 9.9% [travel destinations](/list/travel-destinations) 1.98% [technology brands](/list/technology-brands) 1.98% [social networks](/list/social-networks) 0.99% [automotive brands](/list/automotive-brands) 0.99% [exchanges](/list/exchanges) 0.99% **Social topic influence** [uranium](/topic/uranium) 29.7%, [$uuuu](/topic/$uuuu) #26, [silver](/topic/silver) #1692, [in the](/topic/in-the) 17.82%, [$mcn](/topic/$mcn) 14.85%, [$rsh](/topic/$rsh) 13.86%, [copper](/topic/copper) #642, [myriad](/topic/myriad) 11.88%, [rare](/topic/rare) 9.9%, [china](/topic/china) 8.91% **Top accounts mentioned or mentioned by** [@drewzimmerman](/creator/undefined) [@capnek123](/creator/undefined) [@cxuasx](/creator/undefined) [@omro1975](/creator/undefined) [@j2metals](/creator/undefined) [@energyfuels](/creator/undefined) [@supmah12](/creator/undefined) [@breitbartnews](/creator/undefined) [@uraniummarkets](/creator/undefined) [@sprott](/creator/undefined) [@zerohedge](/creator/undefined) [@nanonuclear](/creator/undefined) [@oklo](/creator/undefined) [@nuscalepower](/creator/undefined) [@bwxt](/creator/undefined) [@quakes99](/creator/undefined) [@vittoriobenedet](/creator/undefined) [@theandymillette](/creator/undefined) [@stefanvesti](/creator/undefined) [@richard39810858](/creator/undefined) **Top assets mentioned** [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Denison Mines Corp (DNN)](/topic/$dnn) [IsoPlexis Corporation (ISO)](/topic/$iso) [Noble Corporation (NE)](/topic/$ne) [Cameco Corporation (CCJ)](/topic/$ccj) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Eaton Vance Senior Floating-Rate Fund (EFR)](/topic/$efr) [Uranium Energy Corp. (UEC)](/topic/$uec) ### Top Social Posts Top posts by engagements in the last [--] hours "$ISO is progressing towards #uranium production. A huge advantage to have a toll milling agreement with $UUUU with the only operating conventional mill in the U.S. π₯ A glimpse inside the Tony M Uranium Mine. The bulk sample program is in full swing with loaders and trucks moving material and the team hard at work on-site in Utah. Recovered material will be sent to the White Mesa Mill for processing helping the team test mining methods https://t.co/TFmNuvm8FT π₯ A glimpse inside the Tony M Uranium Mine. The bulk sample program is in full swing with loaders and trucks moving material and the" [X Link](https://x.com/Swedish_uranium/status/2021251483841249512) 2026-02-10T15:54Z [----] followers, [----] engagements "How much cash can #SPUT raise today to send more pounds to #uranium heaven With uranium ETFs moving higher inflows into SPUT could accelerate. [-----] CAD is the magic number to watch" [X Link](https://x.com/Swedish_uranium/status/2021589588490256581) 2026-02-11T14:18Z [----] followers, [----] engagements "Who will be follower #7000 π One of the best ways to stay ahead in the #commodity supercycle is following accounts that share macro trends breaking news & company-specific updates especially in #uranium #silver & #copper. If you value my input follow & hit π" [X Link](https://x.com/Swedish_uranium/status/2021309948903276653) 2026-02-10T19:47Z [----] followers, [----] engagements "Both #silver and #uranium inventories are being drained at the moment. I expect big moves this spring in both #commodities. Are we heading for a squeeze Where do you see silver and uranium prices by the end of May Drop your targets below π" [X Link](https://x.com/Swedish_uranium/status/2021650774246535264) 2026-02-11T18:21Z [----] followers, [----] engagements "$URNM gaining 5% overnight after having gained 10% yesterday We are only at Tuesday this week can be an epic #uranium week" [X Link](https://x.com/Swedish_uranium/status/1967838699145863195) 2025-09-16T06:31Z [----] followers, 16.5K engagements "Myriad #Uranium taking off now Arbitrage opportunity in $RSH at the moment. Myriad #Uranium $M.CN has something huge developing. π Were likely looking at 200+ Mlbs potential in the worlds best uranium jurisdiction Wyoming. The larger Assessment Area at Copper Mountain was historically estimated to host [---] Mlbs UO and Myriad appears ready Myriad #Uranium $M.CN has something huge developing. π Were likely looking at 200+ Mlbs potential in the worlds best uranium jurisdiction Wyoming. The larger Assessment Area at Copper Mountain was historically estimated to host [---] Mlbs UO and Myriad" [X Link](https://x.com/Swedish_uranium/status/1983212895388258369) 2025-10-28T16:42Z [----] followers, [----] engagements "π¨ MAJOR DEAL FOR #URANIUM EXPLORER $SYH / $SYHBF π¨ Skyharbour has just closed a transformational strategic transaction with Denison Mines ($DNN / $DML) forming FOUR joint ventures at the Russell Lake Project in the heart of the Athabasca Basin. Key takeaways π πΉ Up to C$61.5M in total project consideration C$10M cash already paid Additional C$8M cash & shares due by year-end Up to C$43.5M in partner-funded exploration over [--] years πΉ Tier-1 validation Denison developer of the Wheeler River / Phoenix ISR project now becomes an active funding partner at Russell a project that shares a [--] km" [X Link](https://x.com/Swedish_uranium/status/2001340880733478918) 2025-12-17T17:17Z [----] followers, [----] engagements "Here are my top picks in #uranium #silver #copper and #fluorspar updated with new additions and recent news (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V and $NOBL.V. Please do your own DD.) Cameco Corporation ($CCJ) Cameco is not just a uranium miner it is a core pillar of the nuclear fuel ecosystem. The company supplies uranium from major mines (e.g. Cigar Lake McArthur River) and operates refining and conversion operations that feed the global nuclear fuel cycle. What makes Cameco especially strategic is its ownership stake in Westinghouse Electric Company a leading" [X Link](https://x.com/Swedish_uranium/status/2012900276613628243) 2026-01-18T14:49Z [----] followers, 29.4K engagements "$ISO this will be interesting to watch π #uranium IsoEnergy Commences [----] Winter Drilling Program at the Larocque East Project Athabasca Basin $ISO.TO https://t.co/iVgRuRDcID IsoEnergy Commences [----] Winter Drilling Program at the Larocque East Project Athabasca Basin $ISO.TO https://t.co/iVgRuRDcID" [X Link](https://x.com/Swedish_uranium/status/2013608519967052011) 2026-01-20T13:44Z [----] followers, [----] engagements "Here are my top picks in #uranium #silver #copper and #fluorspar updated with recent news and their performance YTD. (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V and $NOBL.V. Please do your own DD.) Cameco Corporation $CCJ (+3518% YTD) Cameco is not just a uranium miner it is a core pillar of the nuclear fuel ecosystem. The company supplies uranium from major mines (e.g. Cigar Lake McArthur River) and operates refining and conversion operations that feed the global nuclear fuel cycle. What makes Cameco especially strategic is its ownership stake in Westinghouse" [X Link](https://x.com/Swedish_uranium/status/2015448805169299842) 2026-01-25T15:36Z [----] followers, 42.2K engagements "If you want to understand where the #uranium price may be headed take a look at this #silver chart over the past year. This is what a structural supply deficit in an indispensable commodity looks like. There are pullbacks along the way but no major crashes. Uranium investors are used to extreme volatility with deep and sudden dips. I believe were entering a regime shift where dips will be bought much faster similar to what weve seen in silver. The reason The structural supply deficit is becoming obvious to everyone in the market: retail investors utilities hedge funds and more. [----] has" [X Link](https://x.com/Swedish_uranium/status/2015452153343533480) 2026-01-25T15:50Z [----] followers, 40.5K engagements "To understand whats coming in #uranium just look at the #silver chart over the past year. Were used to massive dips in spot prices and equities that drag on for months. I believe that phase is over. From now on any dip will likely be bought within days. Why Because market participants are finally realizing the deficit is REAL. The same is true for silver: the supply shortfall is real and theres no meaningful substitution for either commodity. When an indispensable commodity enters a structural deficit the price has only one direction to go. https://twitter.com/i/web/status/2016063110902092241" [X Link](https://x.com/Swedish_uranium/status/2016063110902092241) 2026-01-27T08:17Z [----] followers, 19.2K engagements "Have you ever seen the #uranium flywheel spinning at full speed If you havent you will probably see it today for the first time and many more times during [----]. What is the flywheel effect and why does it have such a huge impact on uranium equities Uranium is a very small sector and when money starts flowing into the ETFs that automatically leads to buying of the included equities including #SPUT. If the ATM is activated SPUT will raise cash and then has to buy uranium on the spot market which leads to higher uranium prices which in turn leads to more money pouring into the ETFs and so on." [X Link](https://x.com/Swedish_uranium/status/2016484576181276768) 2026-01-28T12:12Z [----] followers, 29.5K engagements "Huge arbitrage opportunity at the moment in one of my #uranium top picks Rush Rare Metals $RSH. The conditions of the proposed merger sets the share price to [----] Myriad shares for each Rush share. Currently with Myriad at [----] CAD that brings Rush to [----] CAD without even including the Boxi property. Rush currently at [----] CAD. As massive volumes enter the #uranium market thanks to #SPUT raising record amounts of cash and sweeping up available pounds on the spot market here are my current top picks in the sector spread across producers developers and explorers. I look for current or" [X Link](https://x.com/Swedish_uranium/status/2016526859480031631) 2026-01-28T15:00Z [----] followers, [----] engagements "As the #uranium price really took off yesterday where to invest Outside the obvious ETF included companies here is a very interesting small mcap explorer. Noble Plains Uranium $NOBL.V is currently drilling at its Duck Creek Project in Wyoming and results so far have been great. These are some metrics you should look at when interpreting drill results and Noble ticks all the boxes: [--]. Grade-Thickness (GT) Most investors focus on headline uranium grades but what really matters is Grade x Thickness (GT). GT combines how rich the mineralization is with how wide it runs. Its the best quick way to" [X Link](https://x.com/Swedish_uranium/status/2016804052542038399) 2026-01-29T09:22Z [----] followers, [----] engagements "Month-end smash in #silver and #uranium explained π π What is a month-end smash Its when prices are pushed down sharply near the end of the month often in the last [--] trading days. Youll often see: Heavy selling in paper markets (futures ETFs options) Sudden drops with no bad news Price recovers a few days later This happens a lot in: β Uranium β Silver (notorious for it) β Gold too (to a lesser degree) π§ Why it happens (main reasons) [--]. π Fund rebalancing & accounting Big funds: Rebalance portfolios at month end Lock in profits/losses for reporting Adjust commodity exposure If" [X Link](https://x.com/Swedish_uranium/status/2017578317642141761) 2026-01-31T12:38Z [----] followers, 15.4K engagements "Every #commodity investor should take a look at this #uranium chart published by $UEC. π Now look at uranium. The imbalance has persisted for years with demand consistently exceeding primary supply and the shortfall being covered by inventories. But those inventories are being drawn down rapidly. This is a chart that should worry utilities and give uranium https://t.co/WoL1N5jDFd Now look at uranium. The imbalance has persisted for years with demand consistently exceeding primary supply and the shortfall being covered by inventories. But those inventories are being drawn down rapidly. This" [X Link](https://x.com/Swedish_uranium/status/2017997263096693075) 2026-02-01T16:23Z [----] followers, 12.4K engagements "#Silver is back at $87 the month-end smash is over. The bankers have had time to cover their shorts and flip long. Massive market manipulation but you have to admit they played it perfectly. Month-end smash in #silver and #uranium explained π π What is a month-end smash Its when prices are pushed down sharply near the end of the month often in the last [--] trading days. Youll often see: Heavy selling in paper markets (futures ETFs options) Sudden Month-end smash in #silver and #uranium explained π π What is a month-end smash Its when prices are pushed down sharply near the end of the month" [X Link](https://x.com/Swedish_uranium/status/2018600008233238594) 2026-02-03T08:18Z [----] followers, [----] engagements "Small-cap explorers are where you may find the greatest leverage in this #uranium bull cycle. Most of them however will never discover an economically viable deposit and will simply continue diluting shareholders. But there is a key factor that can make a huge difference and one you should really pay attention to if you invest in explorers: π Historic drill results. It makes a massive difference when an exploration company has access to a large database of historic drilling. If the data is reliable management already knows where to drill and can be almost certain of achieving at least" [X Link](https://x.com/Swedish_uranium/status/2018743138157003048) 2026-02-03T17:47Z [----] followers, [----] engagements "By the way that is not all to it Myriad has another project in New Mexico with 1000+ historic drill holes: https://x.com/MyriadUranium/status/2018400334268231826 Did you know Myriads 100%-owned Red Basin Project in New Mexico has 1000+ historic drill holes and past production at 0.17% UO. District potential is [----] Mlbs. Learn more: https://t.co/OFlrbojYl1 CSE: $M.CN OTC: $MYRUF FRA: $C3Q https://t.co/1QeE9DKZ29 https://x.com/MyriadUranium/status/2018400334268231826 Did you know Myriads 100%-owned Red Basin Project in New Mexico has 1000+ historic drill holes and past production at 0.17% UO." [X Link](https://x.com/Swedish_uranium/status/2018749022203154850) 2026-02-03T18:10Z [----] followers, [----] engagements "#Uranium #silver #copper #fluorspar and all other minerals listed as critical can be included in Project Vault. But lets be realistic: $12B wont come close to whats actually needed. Trump Project Vault stockpile will include any minerals listed as critical by Interior Department https://t.co/uDjrigGxal Trump Project Vault stockpile will include any minerals listed as critical by Interior Department https://t.co/uDjrigGxal" [X Link](https://x.com/Swedish_uranium/status/2018818320938803459) 2026-02-03T22:46Z [----] followers, [----] engagements "#Silver miners are about to report and the numbers should reflect a massive tailwind from higher prices. Based on daily closing prices (USD/oz): Q3 [----] (JulSep): $39.54 Q4 [----] (OctDec): $55.46 Jan [----] (to Jan 30): $90.69 Thats not a gradual move thats an accelerating price breakout. We will see stronger revenues margins and cash flow. The market often reacts to short-term noise. But earnings are about to show what higher silver really means for miners. https://twitter.com/i/web/status/2019437431053824354 https://twitter.com/i/web/status/2019437431053824354" [X Link](https://x.com/Swedish_uranium/status/2019437431053824354) 2026-02-05T15:46Z [----] followers, [----] engagements "Where will all the #silver come from There is no answer. "There just is no answer to this question of where are we going to get the silver" Thomas Lamb CEO of @J2Metals on the growing #silver supply deficit and why it will ultimately lead up back to triple-digits. Full interview up TOMORROW. https://t.co/sp08oqSp2x "There just is no answer to this question of where are we going to get the silver" Thomas Lamb CEO of @J2Metals on the growing #silver supply deficit and why it will ultimately lead up back to triple-digits. Full interview up TOMORROW. https://t.co/sp08oqSp2x" [X Link](https://x.com/Swedish_uranium/status/2019490613469630687) 2026-02-05T19:17Z [----] followers, [----] engagements "Believe it or not but #SPUT just hit a premium to NAV and can activate the ATM to raise more cash to buy #uranium. [-----] CAD is the magic number" [X Link](https://x.com/Swedish_uranium/status/2019501272466948215) 2026-02-05T19:59Z [----] followers, [----] engagements "How low will China let their #silver inventory fall Should get critical soon. JUST IN: Shanghai Futures Exchange physical silver supply falls from [------] tons to [------] tons- CEIC data. https://t.co/GGLql4J0WR JUST IN: Shanghai Futures Exchange physical silver supply falls from [------] tons to [------] tons- CEIC data. https://t.co/GGLql4J0WR" [X Link](https://x.com/Swedish_uranium/status/2019714260625244551) 2026-02-06T10:06Z [----] followers, [----] engagements "Can #SPUT hit a premium to NAV and raise some cash today and reverse the #uranium flywheel so that it spins in the right direction again Here are the magic numbers:" [X Link](https://x.com/Swedish_uranium/status/2019778538597941589) 2026-02-06T14:21Z [----] followers, [----] engagements "#Uranium #copper #silver and #fluorspar are all included on the critical minerals list. The #Trump administrations Project Vault stockpile can include any of the more than [--] minerals listed. Were not just doing certain minerals and rare earths. Were doing everything President Donald #Trump said. Fluorspar is the primary source of fluorine a critical input for aluminum steel lithium-ion batteries semiconductors refrigerants and nuclear fuel processing. Supply is dominated by China. Demand is rising due to EVs electrification and advanced manufacturing while few new projects and slow" [X Link](https://x.com/Swedish_uranium/status/2019787465687548276) 2026-02-06T14:57Z [----] followers, [----] engagements "The #silver drain is getting really crazy. March-April will be epic for equities imo as there will be huge issues with physical deliveries. π¦COMEX SILVER DELIVERIES REPORT π¦ π₯FEB SILVER DELIVERIES EXPLODE TO [----] MILLION OZ IN FIRST [--] DAYS π₯ π₯Another [---] Silver Delivery Notices Issued Monday β‘305 Notices Issued by Deutsche Bank β‘278 Notices Stopped by Stonex π¨TOTAL Feb COMEX Silver Deliveries Rise to https://t.co/4q6WT0evf9 π¦COMEX SILVER DELIVERIES REPORT π¦ π₯FEB SILVER DELIVERIES EXPLODE TO [----] MILLION OZ IN FIRST [--] DAYS π₯ π₯Another [---] Silver Delivery Notices Issued Monday β‘305" [X Link](https://x.com/Swedish_uranium/status/2021251364089721335) 2026-02-10T15:54Z [----] followers, [----] engagements "Despite all the noise last week commodities have been one of the strongest asset classes so far in [----]. We are still in the early innings of a commodity supercycle driven by energy security electrification and years of structural underinvestment. #Uranium #silver and #copper sit at the core of this cycle. Meanwhile #fluorspar remains the underappreciated critical mineral. Without it large parts of modern industry simply grind to a halt. Silver paper games dont change the reality. If anything theyve helped drain physical supply. Fridays reversal in silver and other commodities looks like a" [X Link](https://x.com/Swedish_uranium/status/2020596174902657163) 2026-02-08T20:30Z [----] followers, [----] engagements "What to buy if you believe a major #uranium squeeze is coming Compared with #gold and #silver the uranium market has very few investable companies. And despite a clear structural supply deficit only two producers are generating meaningful profits at today's prices: Cameco and Kazatomprom. But the largest upside doesnt come from the most profitable companies it comes from those operating with thin margins. Why Simple operating leverage. At an $80/lb uranium price: A producer with $40/lb costs earns $40/lb. A producer with $70/lb costs earns just $10/lb. Now raise uranium to $100/lb: The first" [X Link](https://x.com/Swedish_uranium/status/2005371940429811923) 2025-12-28T20:15Z [----] followers, 42.4K engagements "π¨ $EFR / $UUUU just dropped a monster FS π¨ If you thought Energy Fuels was only the largest #uranium producer in the U.S. it is time to change your mind. It looks like they may become the largest in rare earths as well. Energy Fuels updated Feasibility Study for Vara Mada (formerly Toliara) confirms this is a world-class generational asset: $1.8B post-tax NPV (10%) $7.30 per share NPV from one project Up to $500M+ annual EBITDA at ramp-up 38-year mine life (likely longer with new drilling) 72% EBITDA margins $264M avg annual FCF And thats before downstream REE processing upside at White" [X Link](https://x.com/Swedish_uranium/status/2009226031891128728) 2026-01-08T11:29Z [----] followers, 65.5K engagements "Here are my top picks in #uranium #silver #copper and #fluorspar updated with my latest addition J2 Metals recent news and their performance YTD. (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V $NOBL.V and $JTWO. Please do your own DD.) URANIUM Cameco Corporation $CCJ (+34% YTD) Cameco is not just a uranium miner it is a core pillar of the nuclear fuel ecosystem. The company supplies uranium from major mines (e.g. Cigar Lake McArthur River) and operates refining and conversion operations that feed the global nuclear fuel cycle. Energy Fuels $UUUU (+53.17% YTD) Currently" [X Link](https://x.com/Swedish_uranium/status/2017980076252397698) 2026-02-01T15:15Z [----] followers, 13.3K engagements "Where will all the #uranium to cover the structural deficit come from #Niger as it looks like is not the answer any time soon. Neither is #Sweden where a new local veto to alum shale mining is proposed. Will #Australia do anything about their mining ban Will the years of waiting for permitting in #Canada suddenly shrink Not a single uranium mine in the world reached a final investment decision during [----]. The deficit every year is being covered by inventories. When will they get so low that panic sets in https://twitter.com/i/web/status/2019352374880432491" [X Link](https://x.com/Swedish_uranium/status/2019352374880432491) 2026-02-05T10:08Z [----] followers, 19K engagements "No idea but here is what ChatGPT says: Heres why you often dont see a continuous live price for Noble Plains Uranium Corp. on platforms like Trade Republic: π [--]. Low trading volume / liquidity Junior exploration stocks like Noble Plains typically have very low daily trading volume especially on the OTC market (ticker NBLXF) in the U.S. Low liquidity means there often arent enough trades happening to produce a continuous real-time price quote. If no trades occur in a given period the platform cant update the quote. π¦ [--]. Multiple exchange listings Noble Plains is listed on more than one" [X Link](https://x.com/Swedish_uranium/status/2019357768524665090) 2026-02-05T10:29Z [----] followers, [---] engagements "#Uranium replacement rate contracting is inevitable and must begin sooner rather than later. Did utilities already wait too long Will #nuclear reactors be forced to shut down due to lack of fuel I think that is a possibility as well as uranium prices $500/lb when the panic starts to set in. π¨A key point that Cameco President & COO Grant Isaac makes in this excellent new interview that all #Uranium investors should watch is that securing the mined yellow cake #U3O8 for making #Nuclear reactor fuel is generally speaking the last thing on a fuel buyer's mind.π€ https://t.co/QsNbWHkaua π¨A key" [X Link](https://x.com/Swedish_uranium/status/2020182651366437187) 2026-02-07T17:07Z [----] followers, [----] engagements "The #SPUT ATM is active once again getting ready to send more pounds to #uranium heaven. This year I think we will see the answer to one of the biggest questions at the moment in the sector: What will happen when SPUT reaches the [--] Mlbs limit and keeps raising cash [-----] CAD is the magic number today" [X Link](https://x.com/Swedish_uranium/status/2021261152508895490) 2026-02-10T16:33Z [----] followers, [----] engagements "$UUUU is really going for rare earth dominance π¨@Energy_Fuels to acquire Australian Strategic Materials to create new "mine-to-metal & alloy" rare earth champion π¨ Read the full details in our most recent press release: https://t.co/Xx6dcwwZNL $UUUU $EFR #EnergyFuels #rareearths https://t.co/8MN5RvvyZi π¨@Energy_Fuels to acquire Australian Strategic Materials to create new "mine-to-metal & alloy" rare earth champion π¨ Read the full details in our most recent press release: https://t.co/Xx6dcwwZNL $UUUU $EFR #EnergyFuels #rareearths https://t.co/8MN5RvvyZi" [X Link](https://x.com/Swedish_uranium/status/2013733326314443091) 2026-01-20T22:00Z [----] followers, 16K engagements "Welcome to #Uranium Heaven β’β Population: Every pound that #SPUT and $YCA can get their hands on. Spot pounds minding their business on the market Then suddenly: π° ATM opens π° Cash raised π° Bid hits π° Pounds disappear Straight through the pearly gates. Utilities logging in like: Wait where did the liquidity go Answer: It ascended. SPUT and Yellow Cake arent just investors theyre running a one-way elevator. Every time capital flows in available supply flows out. And in a market where primary production is tight and term contracting is heating up Taking pounds out of circulation isnt" [X Link](https://x.com/Swedish_uranium/status/2021700999237238870) 2026-02-11T21:40Z [----] followers, [----] engagements "$UUUU making a big move on the premarket after news about completed financing after close on Friday. #uranium πππ" [X Link](https://x.com/anyuser/status/1975113232458330509) 2025-10-06T08:17Z [----] followers, [----] engagements "Arbitrage opportunity again today in $RSH added once again here #uranium Nobody sees the arbitrage here For each share in $RSH you will get 1/2 share of $M.CN. That is if the ratio in the proposed merger is not improved which it should be in favor of RSH. Currently RSH is at [-----] and Myriad at [-----]. #uranium Nobody sees the arbitrage here For each share in $RSH you will get 1/2 share of $M.CN. That is if the ratio in the proposed merger is not improved which it should be in favor of RSH. Currently RSH is at [-----] and Myriad at [-----]. #uranium" [X Link](https://x.com/Swedish_uranium/status/1975209182661161134) 2025-10-06T14:39Z [----] followers, [----] engagements "Is the #uranium squeeze here My portfolio to new ATHs with $UUUU leading the way now as the second biggest holding getting close to my number [--] which is the tiny company with a unique resource: Rush Rare Metals $RSH (will probably soon be converted to $M.CN shares). My number [--] is $DNN also breaking out here as it seems. https://twitter.com/i/web/status/1975562203668324438 https://twitter.com/i/web/status/1975562203668324438" [X Link](https://x.com/anyuser/status/1975562203668324438) 2025-10-07T14:01Z [----] followers, [----] engagements "Big step forward for Myriad #Uranium ($M.CN / $RSH) They can now get to work proving up what could be a 100+ Mlbs project. Exciting times ahead. π₯ https://www.newsfilecorp.com/release/269749 https://www.newsfilecorp.com/release/269749" [X Link](https://x.com/Swedish_uranium/status/1976274442889376125) 2025-10-09T13:11Z [----] followers, [----] engagements "Grant Isaac says the #uranium panic will hit. Ive believed that for years and itll hit harder than most can imagine. Were facing a real supply deficit. When utilities start fearing shutdowns due to lack of fuel prices could soar past $200/lb maybe even up to $500 as wild speculation and overshooting kick in. Cameco's Grant Isaac at TD Cowens 10th Annual Nuclear Fuel Cycle & Next Generation Nuclear Roundtable: The panic will hit in #Uranium just like it did in conversion enrichment and fuel fabrication #NuclearEnergy #Energy #Commodity #Commodities https://t.co/lSTE1hVWfl Cameco's Grant Isaac" [X Link](https://x.com/anyuser/status/1976403646339273178) 2025-10-09T21:45Z [----] followers, 17.4K engagements "π $UUUU just keeps delivering. Up +417% in [--] months and still climbing pre-market today. π₯ Several catalysts still in play: Rising #uranium price momentum Forced ETF buying as the uranium market continues upwards U.S. government stake / policy tailwind Scaled-up rare earths production getting closer" [X Link](https://x.com/anyuser/status/1976609180581593522) 2025-10-10T11:22Z [----] followers, [----] engagements "Energy Fuels $UUUU kicks off the new week with a ripping +13% in premarket trading. A solid play on both #uranium and #REE in the U.S. as #China signals tightening of rare earths supply" [X Link](https://x.com/anyuser/status/1977650451446427758) 2025-10-13T08:19Z [----] followers, 23.1K engagements "$UUUU is on a wild run π uniquely positioned for U.S. national security: #uranium #rareearths and a mill ready to process it all. Energy Fuels $UUUU kicks off the new week with a ripping +13% in premarket trading. A solid play on both #uranium and #REE in the U.S. as #China signals tightening of rare earths supply. https://t.co/PzuMS4cU23 Energy Fuels $UUUU kicks off the new week with a ripping +13% in premarket trading. A solid play on both #uranium and #REE in the U.S. as #China signals tightening of rare earths supply. https://t.co/PzuMS4cU23" [X Link](https://x.com/anyuser/status/1977737725869531229) 2025-10-13T14:06Z [----] followers, 12.8K engagements "While you guys in the U.S. and Canada are asleep $UUUU is having another wild run on the premarket and in Frankfurt. Quite nice 6M chart as well. #uranium #rareearths #REE" [X Link](https://x.com/anyuser/status/1978022632118235263) 2025-10-14T08:58Z [----] followers, [----] engagements "What is happening on the #uranium premarket $URA running 4.37% and names like $UUUU $NXE $DNN all looking very strong" [X Link](https://x.com/anyuser/status/1978392956349403609) 2025-10-15T09:30Z [----] followers, [----] engagements "The #uranium market has been incredibly strong since the dip in August my portfolio is up 86% in just the last [--] days. Is it time to take profits That depends on how soon you need the money and which companies you own. A few thoughts: [--] A general market correction is always a risk so taking some profits to keep dry powder isnt a bad idea. [--] Tax-loss selling season in Canada is coming soon. Some smaller names that have underperformed could become very cheap entry points by mid-December. [--] On the other hand dont sell just because the share price has gone up a lot. I think were still very early" [X Link](https://x.com/anyuser/status/1978440529420435846) 2025-10-15T12:39Z [----] followers, [----] engagements "I hope you bought the #uranium dip because its all over" [X Link](https://x.com/anyuser/status/1978538893843571024) 2025-10-15T19:10Z [----] followers, 20.7K engagements "Another arbitrage opportunity here today. $M.CN is taking off to new heights but $RSH is lagging. #uranium Nobody sees the arbitrage here For each share in $RSH you will get 1/2 share of $M.CN. That is if the ratio in the proposed merger is not improved which it should be in favor of RSH. Currently RSH is at [-----] and Myriad at [-----]. #uranium Nobody sees the arbitrage here For each share in $RSH you will get 1/2 share of $M.CN. That is if the ratio in the proposed merger is not improved which it should be in favor of RSH. Currently RSH is at [-----] and Myriad at [-----]. #uranium" [X Link](https://x.com/Swedish_uranium/status/1978816829385539807) 2025-10-16T13:34Z [----] followers, [----] engagements "It seems more and more people are opening their eyes to Myriad #Uranium. From 11:36 how theyre using AI to analyze their massive data set. From 13:16 they might have to raise their target from 100M+ lbs to 200M+ lbs. $M.CN $RSH https://www.youtube.com/watchv=NvGYSpeqBU8 https://www.youtube.com/watchv=NvGYSpeqBU8" [X Link](https://x.com/Swedish_uranium/status/1978822711355773433) 2025-10-16T13:57Z [----] followers, [----] engagements "#uranium $M.CN You must make your own decision on that one. I will end up owning much more once my $RSH shares get converted but I will not sell a share at least until the spring. Why Because before this you will probably see: merger completed start of drill program and possibly ETF inclusion and U.S. listing. A bit longer term if they can prove up towards 100-200M lbs as per target this would be a billion dollar company. https://twitter.com/i/web/status/1979114604883046407 https://twitter.com/i/web/status/1979114604883046407" [X Link](https://x.com/Swedish_uranium/status/1979114604883046407) 2025-10-17T09:17Z [----] followers, [---] engagements "It seems we are having a bit of a turnaround in #uranium shares on the premarket. $UUUU for example just went from being down over 11% to just 2.82%. https://finance.yahoo.com/quote/UUUU/ https://finance.yahoo.com/quote/UUUU/" [X Link](https://x.com/anyuser/status/1979152833900331179) 2025-10-17T11:49Z [----] followers, [----] engagements "@Supmah12 $RSH is not in any #uranium ETF that is why. Will merge with Myriad $M.CN. The only way the merged company is affected is that it will be more difficult to enter $URNM. But there will be no sell pressure as in names that will be dropped" [X Link](https://x.com/Swedish_uranium/status/1979474856115618075) 2025-10-18T09:09Z [----] followers, [---] engagements "A strong #uranium premarket to start up the week with $NXE for once taking the lead rising almost 7%. $UUUU rising 5% $DNN 4% ETFs looking strong as well. Will uranium shares rebound today after the dip last week" [X Link](https://x.com/anyuser/status/1980193960577704210) 2025-10-20T08:46Z [----] followers, [----] engagements "#Uranium remains one of the few levers #Russia can pull to counter-sanction the U.S. and perhaps they could also push #China to play the #RareEarths card. $UUUU offers exposure to both markets. $DNN Wheeler River looks set to become the first new major Athabasca project permitted in years. $M.CN / $RSH a tiny explorer that might be sitting on the biggest uranium find in the U.S. These three are currently my largest holdings" [X Link](https://x.com/Swedish_uranium/status/1981120853531091120) 2025-10-22T22:09Z [----] followers, [----] engagements "DENISON MINES $DNN RIDES #URANIUM BOOM AS WHEELER RIVER ADVANCES WHATS NEXT https://ts2.tech/en/denison-mines-dnn-rides-uranium-boom-as-wheeler-river-advances-whats-next/utm_source=chatgpt.com https://ts2.tech/en/denison-mines-dnn-rides-uranium-boom-as-wheeler-river-advances-whats-next/utm_source=chatgpt.com" [X Link](https://x.com/Swedish_uranium/status/1982061146006757751) 2025-10-25T12:26Z [----] followers, [----] engagements "This table I created shows some hard facts about which #uranium companies you should have owned over the last five years. The larger caps with substantial assets have clearly outperformed the small caps. Ive learned many lessons myself and have adjusted my investments quite a bit lately. Its easy to think you should buy small caps because they look cheap and seem to have greater potential to become multibaggers than the bigger names but in most cases the opposite has proven true. Smaller companies tend to suffer much heavier dilution when raising cash and are far less likely to ever reach" [X Link](https://x.com/anyuser/status/1982448262972911766) 2025-10-26T14:04Z [----] followers, 22.1K engagements "Myriad #Uranium gap assays out mineralisation extended. Merger with Rush progressing. $M.CN $RSH Myriad Uranium Reports on Additional Chemical Assays From [--] Boreholes at Copper Mountain $M.CN https://t.co/Up2SJv43BM Myriad Uranium Reports on Additional Chemical Assays From [--] Boreholes at Copper Mountain $M.CN https://t.co/Up2SJv43BM" [X Link](https://x.com/Swedish_uranium/status/1982778798106989035) 2025-10-27T11:57Z [----] followers, [----] engagements "Except for #RareEarths #uranium and #fluorspar I plan to enter #copper. Demand going forward during the AI boom will be huge. Please give me your best copper companies to keep on my radar" [X Link](https://x.com/Swedish_uranium/status/1983093947225567415) 2025-10-28T08:50Z [----] followers, [----] engagements "Big premarket moves in #uranium Cameco up 12% while $URA and $URNM are each up about 5%" [X Link](https://x.com/anyuser/status/1983128031481770277) 2025-10-28T11:05Z [----] followers, 19.8K engagements "Denison $DNN running 11% on the premarket. Their #uranium will probably be part of the fuel for all the new #Cameco / #Westinghouse reactors. Big premarket moves in #uranium Cameco up 12% while $URA and $URNM are each up about 5%. https://t.co/73m3MRjOwP Big premarket moves in #uranium Cameco up 12% while $URA and $URNM are each up about 5%. https://t.co/73m3MRjOwP" [X Link](https://x.com/anyuser/status/1983131169454522409) 2025-10-28T11:18Z [----] followers, 16.8K engagements "Buckle up and get ready for the #uranium flywheel effect today as news of a whopping $80B U.S. government investment in new #nuclear reactors sends #SPUT to a premium. Expect huge inflows into uranium ETFs forced buying of included equities (with SPUT being a major one). SPUT buying uranium on the spot market Rising uranium price Rinse and repeat. The magic number to watch is C$26.41" [X Link](https://x.com/anyuser/status/1983135044194504865) 2025-10-28T11:33Z [----] followers, 23.8K engagements "Wyoming's #1 #uranium takeover target $M.CN / $RSH πππ https://www.youtube.com/watchv=a1wDAHEIKmY https://www.youtube.com/watchv=a1wDAHEIKmY" [X Link](https://x.com/Swedish_uranium/status/1983168337820721338) 2025-10-28T13:45Z [----] followers, [----] engagements "Interesting to see #Niobium listed among the most critical minerals. Rush Rare Metals $RSH best known as Myriad #Uraniums partner at the Copper Mountain project also holds a high-grade niobium property with sample grades reaching up to 27% NbO. Following the planned merger with Myriad Rush shareholders will not only receive shares in Myriad but will also get ownership in a new spin-out company holding the niobium project. Thats one of the main reasons Im heavily invested in Rush Rare Metals its a smart way to get exposure to both uranium and niobium. π More details about the niobium project" [X Link](https://x.com/Swedish_uranium/status/1983856238099091557) 2025-10-30T11:19Z [----] followers, [----] engagements "$UUUU is currently the largest #uranium producer in the U.S. and plans to be world significant in rare earths among the top 2-3 rare earth producers outside #China. #RareEarths #REE I sat down with Mark Chalmers Energy Fuels $uuuu CEO to discuss companys dual #uranium & #rareearth strategy and how it is outperforming pure-play peers bipartisan U.S. support uranium production ramping $700 million financing & more. Watch hereπ https://t.co/qp9vZBwweg I sat down with Mark Chalmers Energy Fuels $uuuu CEO to discuss companys dual #uranium & #rareearth strategy and how it is outperforming" [X Link](https://x.com/anyuser/status/1983900998826414334) 2025-10-30T14:17Z [----] followers, 34.2K engagements "The rare earth truce between #China and the West the fine print tells a different story than what most Western media report. Well likely see a wave of announcements soon about Western nations investing heavily in their own rare earth supply chains. $UUUU with its combined #uranium and rare earth processing capabilities could be a key beneficiary possibly through a U.S. government stake or other forms of direct financing. https://rareearthexchanges.com/news/chinas-rare-earth-truce-tactical-pause-or-genuine-relief/utm_source=chatgpt.com" [X Link](https://x.com/anyuser/status/1984638113914753416) 2025-11-01T15:06Z [----] followers, 36K engagements "Wow the U.S. government backs rare earth magnet startup with $1.4B. Is $UUUU next #RareEarths #REE #uranium #CriticalMinerals US Government Backs Rare-Earth Magnet Startup With $1.4 Billion to Counter China https://t.co/Z6b9qk13v5 via @BreitbartNews US Government Backs Rare-Earth Magnet Startup With $1.4 Billion to Counter China https://t.co/Z6b9qk13v5 via @BreitbartNews" [X Link](https://x.com/anyuser/status/1985463099130843643) 2025-11-03T21:44Z [----] followers, 40K engagements "This is great news for $UUUU they have signed a MOU under which Energy Fuels will supply highpurity rare earth oxides (both light and heavy REEs) for Vulcans magnet production in the U.S. #RareEarths #REE #uranium #CriticalMinerals https://www.ainvest.com/news/energy-fuels-supply-vulcan-elements-high-purity-rare-earth-oxides-mou-2508/utm_source=chatgpt.com Wow the U.S. government backs rare earth magnet startup with $1.4B. Is $UUUU next #RareEarths #REE #uranium #CriticalMinerals" [X Link](https://x.com/anyuser/status/1985468181318648197) 2025-11-03T22:04Z [----] followers, 16.3K engagements "A few takeaways from the $UUUU earnings report and why I dont think this #uranium + #RareEarths play is overvalued at all. βπ [--] Strong financials Energy Fuels now has nearly $1B in working capital a very solid balance sheet to support both uranium and REE expansion. [--] Uranium segment Inventories exceed [--] Mlbs with high grades continuing at Pinyon Plain. Production is set to rise likely hitting [--] Mlbs in [----] with a potential [---] Mlbs run-rate next year if market conditions allow. Costs are projected to fall to $3040/lb by Q1 [----] keeping $UUUU the largest and lowest-cost U.S. producer well" [X Link](https://x.com/Swedish_uranium/status/1985654474862420448) 2025-11-04T10:24Z [----] followers, 19.5K engagements "Important vote today on lifting the #uranium mining ban in #Sweden decision expected around 16:00 CET. Most Swedish media report that the motion is likely to pass. However there is still notable resistance: A petition with [-----] signatures led by local community members A rapidly growing Facebook group organizing opposition Letters and coordinated pressure on members of parliament So while the probability points to approval Id still be cautious from an investment perspective. National elections next year may shift power back to the left/green bloc and if that happens the policy could be" [X Link](https://x.com/anyuser/status/1986023732993810582) 2025-11-05T10:52Z [----] followers, 19.7K engagements "Voting completed the #uranium #mining ban in #Sweden has been lifted with a majority of [--] vote. Important vote today on lifting the #uranium mining ban in #Sweden decision expected around 16:00 CET. Most Swedish media report that the motion is likely to pass. However there is still notable resistance: A petition with [-----] signatures led by local community members Important vote today on lifting the #uranium mining ban in #Sweden decision expected around 16:00 CET. Most Swedish media report that the motion is likely to pass. However there is still notable resistance: A petition with 28000" [X Link](https://x.com/anyuser/status/1986089683567476946) 2025-11-05T15:14Z [----] followers, 10.1K engagements "Sell-off in rare earth stocks since #China deal has been quite exaggerated imo. $UUUU $MP https://www.reuters.com/business/autos-transportation/china-starts-work-easing-rare-earth-export-rules-short-trump-hopes-sources-say-2025-11-07/ https://www.reuters.com/business/autos-transportation/china-starts-work-easing-rare-earth-export-rules-short-trump-hopes-sources-say-2025-11-07/" [X Link](https://x.com/anyuser/status/1986775212348563541) 2025-11-07T12:38Z [----] followers, [----] engagements "A lot of companies hold rare earth properties the minerals themselves are not the bottleneck. The ability to process them is the rare part. Same story in #uranium: plenty of deposits exist but very few operating mills can turn ore into sellable product. This is where $UUUU stands apart: They have the only conventional mill in the U.S. licensed today to process both uranium and rare earths. Resources are common. Processing capacity is scarce. Thats why $UUUU deserves a significant premium" [X Link](https://x.com/anyuser/status/1986920806018953240) 2025-11-07T22:16Z [----] followers, [----] engagements "$RSH $UUUU $DNN $ISO $NXE $EU $EATH $IXI $CTV.V #uranium #REE #RareEarths #CriticalMinerals $URNM $URA #shutdown This is the most important chart to focus on in the #uranium space everything else is just noise. While the spot and equity markets are volatile the long-term market has not been volatile at all the last years. And while it was stagnant from mid-2024 to mid-2025 something has https://t.co/Uz21c3Vxi4 This is the most important chart to focus on in the #uranium space everything else is just noise. While the spot and equity markets are volatile the long-term market has not been" [X Link](https://x.com/Swedish_uranium/status/1987644121540866395) 2025-11-09T22:11Z [----] followers, [----] engagements "#Uranium is ripping premarket with many names up 45%. Heres $URNM" [X Link](https://x.com/anyuser/status/1987817265094447245) 2025-11-10T09:39Z [----] followers, [----] engagements "Nine Swedish industry giants including #ABB #Volvo #Boliden and #Saab are partnering with #Vattenfall to build and invest in new #nuclear power in Sweden. More #uranium will be needed as nuclear expands but supply remains tight. https://www.di.se/nyheter/industrijattar-avtalar-om-ny-karnkraft-med-vattenfall/ A group of companies that include ABB and steel producer SSAB are poised to invest alongside Swedish utility Vattenfall to build the nations first nuclear reactors since the 1980s https://t.co/i04WCRNtLd https://www.di.se/nyheter/industrijattar-avtalar-om-ny-karnkraft-med-vattenfall/ A" [X Link](https://x.com/Swedish_uranium/status/1987848241862308151) 2025-11-10T11:42Z [----] followers, [----] engagements "#Uranium equities were very strong yesterday in the U.S. and today Australia is following through even stronger. December is looking to be a very interesting month as the #nuclear story keeps gaining momentum. As #China and #India scoop up the available supply the U.S. must finally get serious about securing its own. For us as investors the question is how to maximize profit. Im convinced U.S. producers like $UUUU $UEC and $EU will trade at a premium but for the highest torque we probably need to look at the explorers. The country you want to be in is the United States and if you must pick a" [X Link](https://x.com/Swedish_uranium/status/1996148370428104748) 2025-12-03T09:23Z [----] followers, [----] engagements "In case you missed it π¨ Noble Plains Uranium just delivered one of the strongest first-pass drill starts weve seen in the U.S. this cycle. #Uranium #ISR #Wyoming $NOBL $NBLXF #U3O8 #Nuclear #UraniumBullMarket At Duck Creek (Wyoming): β 87% hit rate [--] of [--] holes mineralized β Average GT: [---] five times the typical Wyoming roll-front cutoff (0.2) β Avg thickness: [----] ft @ 0.057% eUO π₯ GT nearly 67% higher than the upper-end assumptions used in their own Technical Report Translation: the first holes are outperforming the model by a wide margin. This is exactly what you want to see in a" [X Link](https://x.com/Swedish_uranium/status/1996624438830280920) 2025-12-04T16:55Z [----] followers, [----] engagements "π₯ #Uranium Is Entering a Bull Market Unlike Any Before π₯ Previous uranium bull markets were driven mainly by financial speculation and short-term supply disruptions. This time is fundamentally different. We are heading into a true global structural supply deficit and its already baked into the system. β‘ Demand Is Locked In and Still Rising About [---] reactors operating globally 60+ reactors under construction 100+ approved & planned Life extensions for existing reactors are becoming the norm AI data centers electrification & energy security are accelerating demand Once a nuclear reactor is" [X Link](https://x.com/Swedish_uranium/status/1997662275616788734) 2025-12-07T13:39Z [----] followers, 21.1K engagements "#Uranium Boomπ₯ @UraniumMarkets reporting #uranium spot price up by $2.25 and it is now sitting at $81.50. Ask at $82 Up we goβ https://t.co/RUeswQ39g3 Boomπ₯ @UraniumMarkets reporting #uranium spot price up by $2.25 and it is now sitting at $81.50. Ask at $82 Up we goβ https://t.co/RUeswQ39g3" [X Link](https://x.com/Swedish_uranium/status/2002124426259870089) 2025-12-19T21:10Z [----] followers, [----] engagements "I might buy shares in a few #silver companies if there is a dip today. Feel welcome to give me suggestions below. Producers and near-term producers in safe jurisdictions with no dilution expected are preferred" [X Link](https://x.com/Swedish_uranium/status/2005579943854637554) 2025-12-29T10:01Z [----] followers, [----] engagements "Only 481k #uranium left to stack for #SPUT to reach the allowed [--] Mlbs for this year. Heavy buying needed today to make it. [-----] CAD is the magic number. If we get some volume at or above that number I think they will go for it. #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -0.87% discount to NAV 100k lbs purchased 301.5k trusts issued = $5.9m raised $58.9m in cash https://t.co/xWpoWfw8t0 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -0.87% discount to NAV 100k lbs purchased 301.5k trusts issued = $5.9m raised $58.9m in cash https://t.co/xWpoWfw8t0" [X Link](https://x.com/Swedish_uranium/status/2006003403949056099) 2025-12-30T14:04Z [----] followers, 15.7K engagements "Is Copper Mountain the largest #uranium endowment in the United States Ive never seen numbers like these. What adds to the excitement is that Myriad has been intersecting higher grades than those used in historic estimates. The upcoming drill program includes multiple targets. While exploration always carries risk Myriad is drilling with a clear advantage guided by extensive historic drilling and a strong understanding of where to place the drill bit. Importantly historic estimates do not include mineralization below [---] feet while the upcoming program will test much deeper levels. If deeper" [X Link](https://x.com/Swedish_uranium/status/2007187143760781322) 2026-01-02T20:28Z [----] followers, [----] engagements "Noble Plains #Uranium $NOBL.V keeps delivering at Duck Creek Wyoming. New drill results confirm strong grade + thickness continuity across a growing [---] km strike. Highlights include [----] ft @ 0.063% eUO (incl. [--] ft @ 0.201%) and [----] ft @ 0.072% (incl. [--] ft @ 0.142%). That means GTs up [----] which is very good considering the industry standard Grade-Thickness (GT) cut-off of [---] typically used in Wyoming roll front uranium deposits. Average GT so far is [----] that is 3.5x above the cut-off. With GT outperforming the NI 43-101 exploration target [--] of [--] holes expanding beyond historic data and" [X Link](https://x.com/Swedish_uranium/status/2008538913128763894) 2026-01-06T13:59Z [----] followers, [----] engagements "@zerohedge @nano_nuclear @oklo @NuScale_Power @BWXT Got #uranium https://x.com/Swedish_uranium/status/2008049589220184301 Things are heating up fast in the #uranium sector and the year is off to a strong start. Heres whats happening π Uranium equities were heavily pressured in NovDec by profit taking tax-loss selling and ETF dividend mechanics. Those headwinds are now behind us. β Tax-loss https://x.com/Swedish_uranium/status/2008049589220184301 Things are heating up fast in the #uranium sector and the year is off to a strong start. Heres whats happening π Uranium equities were heavily" [X Link](https://x.com/Swedish_uranium/status/2008928625224040874) 2026-01-07T15:48Z [----] followers, [----] engagements "For those looking for arbitrage with Myriad #Uranium trading at C$0.42 Rush should be worth C$0.227 as 0.420.5405=C$0.227" [X Link](https://x.com/Swedish_uranium/status/2009276301840875521) 2026-01-08T14:49Z [----] followers, [----] engagements "Noble Plains #Uranium $NOBL.V expands Duck Creek footprint in Wyoming This is a small-cap uranium explorer with a market capitalization of roughly US$6M. The company is currently running a successful drill program at its Duck Creek Project in Wyoming and has now expanded its land position by staking additional nearby claims. The reasons are obvious. This is one to watch π (Disclosure: I am a shareholder of $NOBL.V and have a commercial relationship with the company. All opinions are my own.) News Alert π¨ Noble Plains Uranium Expands Flagship Duck Creek Project Increasing Uranium Trend" [X Link](https://x.com/Swedish_uranium/status/2010713462838628659) 2026-01-12T14:00Z [----] followers, [----] engagements "π Noble Plains #Uranium $NOBL delivers again at Duck Creek (Wyoming) Noble Plains Uranium Corp. reported [--] new drill holes with an impressive 85% success rate reinforcing the predictability and scale of the Duck Creek roll-front system in the Powder River Basin. Key highlights: β 85% of holes met or exceeded Wyoming ISR thresholds β Average grade 0.069% eUO 38% higher than the upper exploration target β Mineralization confirmed along [----] km (1.4 miles) of strike β Vertical holes true thickness intercepts Standout intercepts include: [--] ft @ 0.117% eUO incl. [--] ft @ 0.369% [----] ft @ 0.137%" [X Link](https://x.com/Swedish_uranium/status/2011798794115977556) 2026-01-15T13:53Z [----] followers, [----] engagements "As massive volumes enter the #uranium market thanks to #SPUT raising record amounts of cash and sweeping up available pounds on the spot market here are my current top picks in the sector spread across producers developers and explorers. I look for current or near-term producers that will actually make money and developers or explorers in low-risk jurisdictions with current or historic resources large enough for economic viability or extraordinary discovery potential. Preferably no near-time financing needed in order not to kill the momentum. (Disclosure: I have a commercial relationship with" [X Link](https://x.com/Swedish_uranium/status/2016448247057801397) 2026-01-28T09:48Z [----] followers, 10.9K engagements "What a first month of [----] we had in commodities with prices exploding upwards during most of the month followed by a month-end smash the last day. My comment today is focused on the structural deficit in silver and uranium and why both metals continue to have huge upside. First silver a lot of noise around it but look at this table and focus on Market Balance the last [--] years. That is a cumulative deficit of some [---] million ounces. And it won't be any better as demand keeps growing and supply is slow to respond. Inventories have been used to cover the shortage but they will just keep" [X Link](https://x.com/Swedish_uranium/status/2017987108355412106) 2026-02-01T15:43Z [----] followers, 14.8K engagements "Many #silver investors are a bit nervous as the US futures open in [--] minutes. But zoom out and look at the below table. Forget the noise and remember we are in a long-term structural deficit that will not be over any time soon. What a first month of [----] we had in commodities with prices exploding upwards during most of the month followed by a month-end smash the last day. My comment today is focused on the structural deficit in silver and uranium and why both metals continue to have huge upside. https://t.co/ZWO3LJU7q3 What a first month of [----] we had in commodities with prices exploding" [X Link](https://x.com/Swedish_uranium/status/2018093003684859971) 2026-02-01T22:44Z [----] followers, [----] engagements "It is not that #silver suddenly became abundant and the deficit was magically solved. Many #silver investors are a bit nervous as the US futures open in [--] minutes. But zoom out and look at the below table. Forget the noise and remember we are in a long-term structural deficit that will not be over any time soon. Many #silver investors are a bit nervous as the US futures open in [--] minutes. But zoom out and look at the below table. Forget the noise and remember we are in a long-term structural deficit that will not be over any time soon" [X Link](https://x.com/Swedish_uranium/status/2018228040241754587) 2026-02-02T07:40Z [----] followers, [----] engagements "Details here as to what will be included in the new critical minerals stockpile: "The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices." It seems both #uranium and #silver might be possible. https://finance.yahoo.com/news/trump-launches-12-billion-minerals-120104530.html https://finance.yahoo.com/news/trump-launches-12-billion-minerals-120104530.html" [X Link](https://x.com/Swedish_uranium/status/2018311918952300588) 2026-02-02T13:13Z [----] followers, [----] engagements "@quakes99 @Vittoriobenedet Here is the link to the holdings: https://sprott.com/urnj-sprott-junior-uranium-miners-etf/ https://sprott.com/urnj-sprott-junior-uranium-miners-etf/" [X Link](https://x.com/Swedish_uranium/status/1669821822248837120) 2023-06-16T21:38Z [----] followers, [---] engagements "Some very interesting takeaways in this new $NOBL video on the Duck Creek project β 12:30 mark: NOBL acquired this for $0.440.45 per historic pound Management believes a compliant pound in the ground could be worth $45 at a $75 uranium price At higher uranium prices the value per pound could increase significantly They also clearly explain: GTs and other key metrics to watch Why their drilling results matter The plan to expand and convert historic resources into compliant ones Noble Plains Uranium continues to look like one of the most exciting small-cap uranium stories right now continued" [X Link](https://x.com/Swedish_uranium/status/1999879669659672806) 2025-12-13T16:30Z [----] followers, [----] engagements "@capnek123 $ISO and $WUC would make perfect sense as ISO has a toll milling agreement with UUUU and WUC has quite a lot of #uranium and #vanadium ore. $EU and $LAM would be nice as EU would get lots of additional ISR pounds from Crownpoint-Churchrock" [X Link](https://x.com/Swedish_uranium/status/1972701744980283765) 2025-09-29T16:35Z [----] followers, [----] engagements "@capnek123 Cameco should acquire the Hurricane deposit from $ISO or enter a JV. That is the highest-grade #uranium deposit in the world and Cameco is drilling the same deposit on the other side of the fence. Should be at least [---] Mlbs by now totally. On land not deep a no-brainer" [X Link](https://x.com/Swedish_uranium/status/1972702398620762565) 2025-09-29T16:37Z [----] followers, [----] engagements "$ISO because it is big enough to stay in the #uranium ETFs and may even get a better weighting. The Hurricane deposit will be a mine one day probably sold to or in JV with Cameco. Add to this near-term US production and toll-milling agreement with $UUUU and a number of other great deposits. https://twitter.com/i/web/status/1987172344020828624 https://twitter.com/i/web/status/1987172344020828624" [X Link](https://x.com/Swedish_uranium/status/1987172344020828624) 2025-11-08T14:56Z [----] followers, [---] engagements "#uranium $ISO IsoEnergy might be onto something BIG. The most interesting new drill results: π₯ LE25-202 hit 1.05% UO nearly [--] km from Hurricane. Thats the best hole ever outside the deposit. This could be a second high-grade zone on the Larocque Trend. π₯ Multiple hits east & south of Hurricane (0.87% 1.61% 1.71%). The system is OPEN and growing. π₯ Classic Athabasca alteration everywhere: illite bleaching graphitic basement. Exactly what you want before a major discovery and the best place to look is close to another as the Hurricane is the highest-grade deposit in the world. π₯ Winter" [X Link](https://x.com/Swedish_uranium/status/1996248006249554289) 2025-12-03T15:59Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Swedish_uranium AndersThe uranium sector is experiencing significant activity, with companies like $uuuu and $dnn seeing notable movements. The G7's formation of a critical minerals alliance and the US government's investment in rare earth magnet startups are driving interest in the sector. Several companies, including $uuuu, are expected to benefit from growing demand and potential supply deficits in uranium and rare earth minerals.
Social category influence finance 56.44% countries 16.83% stocks 9.9% travel destinations 1.98% technology brands 1.98% social networks 0.99% automotive brands 0.99% exchanges 0.99%
Social topic influence uranium 29.7%, $uuuu #26, silver #1692, in the 17.82%, $mcn 14.85%, $rsh 13.86%, copper #642, myriad 11.88%, rare 9.9%, china 8.91%
Top accounts mentioned or mentioned by @drewzimmerman @capnek123 @cxuasx @omro1975 @j2metals @energyfuels @supmah12 @breitbartnews @uraniummarkets @sprott @zerohedge @nanonuclear @oklo @nuscalepower @bwxt @quakes99 @vittoriobenedet @theandymillette @stefanvesti @richard39810858
Top assets mentioned Energy Fuels Inc. (UUUU) Denison Mines Corp (DNN) IsoPlexis Corporation (ISO) Noble Corporation (NE) Cameco Corporation (CCJ) NexGen Energy Ltd. (NXE) Eaton Vance Senior Floating-Rate Fund (EFR) Uranium Energy Corp. (UEC)
Top posts by engagements in the last [--] hours
"$ISO is progressing towards #uranium production. A huge advantage to have a toll milling agreement with $UUUU with the only operating conventional mill in the U.S. π₯ A glimpse inside the Tony M Uranium Mine. The bulk sample program is in full swing with loaders and trucks moving material and the team hard at work on-site in Utah. Recovered material will be sent to the White Mesa Mill for processing helping the team test mining methods https://t.co/TFmNuvm8FT π₯ A glimpse inside the Tony M Uranium Mine. The bulk sample program is in full swing with loaders and trucks moving material and the"
X Link 2026-02-10T15:54Z [----] followers, [----] engagements
"How much cash can #SPUT raise today to send more pounds to #uranium heaven With uranium ETFs moving higher inflows into SPUT could accelerate. [-----] CAD is the magic number to watch"
X Link 2026-02-11T14:18Z [----] followers, [----] engagements
"Who will be follower #7000 π One of the best ways to stay ahead in the #commodity supercycle is following accounts that share macro trends breaking news & company-specific updates especially in #uranium #silver & #copper. If you value my input follow & hit π"
X Link 2026-02-10T19:47Z [----] followers, [----] engagements
"Both #silver and #uranium inventories are being drained at the moment. I expect big moves this spring in both #commodities. Are we heading for a squeeze Where do you see silver and uranium prices by the end of May Drop your targets below π"
X Link 2026-02-11T18:21Z [----] followers, [----] engagements
"$URNM gaining 5% overnight after having gained 10% yesterday We are only at Tuesday this week can be an epic #uranium week"
X Link 2025-09-16T06:31Z [----] followers, 16.5K engagements
"Myriad #Uranium taking off now Arbitrage opportunity in $RSH at the moment. Myriad #Uranium $M.CN has something huge developing. π Were likely looking at 200+ Mlbs potential in the worlds best uranium jurisdiction Wyoming. The larger Assessment Area at Copper Mountain was historically estimated to host [---] Mlbs UO and Myriad appears ready Myriad #Uranium $M.CN has something huge developing. π Were likely looking at 200+ Mlbs potential in the worlds best uranium jurisdiction Wyoming. The larger Assessment Area at Copper Mountain was historically estimated to host [---] Mlbs UO and Myriad"
X Link 2025-10-28T16:42Z [----] followers, [----] engagements
"π¨ MAJOR DEAL FOR #URANIUM EXPLORER $SYH / $SYHBF π¨ Skyharbour has just closed a transformational strategic transaction with Denison Mines ($DNN / $DML) forming FOUR joint ventures at the Russell Lake Project in the heart of the Athabasca Basin. Key takeaways π πΉ Up to C$61.5M in total project consideration C$10M cash already paid Additional C$8M cash & shares due by year-end Up to C$43.5M in partner-funded exploration over [--] years πΉ Tier-1 validation Denison developer of the Wheeler River / Phoenix ISR project now becomes an active funding partner at Russell a project that shares a [--] km"
X Link 2025-12-17T17:17Z [----] followers, [----] engagements
"Here are my top picks in #uranium #silver #copper and #fluorspar updated with new additions and recent news (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V and $NOBL.V. Please do your own DD.) Cameco Corporation ($CCJ) Cameco is not just a uranium miner it is a core pillar of the nuclear fuel ecosystem. The company supplies uranium from major mines (e.g. Cigar Lake McArthur River) and operates refining and conversion operations that feed the global nuclear fuel cycle. What makes Cameco especially strategic is its ownership stake in Westinghouse Electric Company a leading"
X Link 2026-01-18T14:49Z [----] followers, 29.4K engagements
"$ISO this will be interesting to watch π #uranium IsoEnergy Commences [----] Winter Drilling Program at the Larocque East Project Athabasca Basin $ISO.TO https://t.co/iVgRuRDcID IsoEnergy Commences [----] Winter Drilling Program at the Larocque East Project Athabasca Basin $ISO.TO https://t.co/iVgRuRDcID"
X Link 2026-01-20T13:44Z [----] followers, [----] engagements
"Here are my top picks in #uranium #silver #copper and #fluorspar updated with recent news and their performance YTD. (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V and $NOBL.V. Please do your own DD.) Cameco Corporation $CCJ (+3518% YTD) Cameco is not just a uranium miner it is a core pillar of the nuclear fuel ecosystem. The company supplies uranium from major mines (e.g. Cigar Lake McArthur River) and operates refining and conversion operations that feed the global nuclear fuel cycle. What makes Cameco especially strategic is its ownership stake in Westinghouse"
X Link 2026-01-25T15:36Z [----] followers, 42.2K engagements
"If you want to understand where the #uranium price may be headed take a look at this #silver chart over the past year. This is what a structural supply deficit in an indispensable commodity looks like. There are pullbacks along the way but no major crashes. Uranium investors are used to extreme volatility with deep and sudden dips. I believe were entering a regime shift where dips will be bought much faster similar to what weve seen in silver. The reason The structural supply deficit is becoming obvious to everyone in the market: retail investors utilities hedge funds and more. [----] has"
X Link 2026-01-25T15:50Z [----] followers, 40.5K engagements
"To understand whats coming in #uranium just look at the #silver chart over the past year. Were used to massive dips in spot prices and equities that drag on for months. I believe that phase is over. From now on any dip will likely be bought within days. Why Because market participants are finally realizing the deficit is REAL. The same is true for silver: the supply shortfall is real and theres no meaningful substitution for either commodity. When an indispensable commodity enters a structural deficit the price has only one direction to go. https://twitter.com/i/web/status/2016063110902092241"
X Link 2026-01-27T08:17Z [----] followers, 19.2K engagements
"Have you ever seen the #uranium flywheel spinning at full speed If you havent you will probably see it today for the first time and many more times during [----]. What is the flywheel effect and why does it have such a huge impact on uranium equities Uranium is a very small sector and when money starts flowing into the ETFs that automatically leads to buying of the included equities including #SPUT. If the ATM is activated SPUT will raise cash and then has to buy uranium on the spot market which leads to higher uranium prices which in turn leads to more money pouring into the ETFs and so on."
X Link 2026-01-28T12:12Z [----] followers, 29.5K engagements
"Huge arbitrage opportunity at the moment in one of my #uranium top picks Rush Rare Metals $RSH. The conditions of the proposed merger sets the share price to [----] Myriad shares for each Rush share. Currently with Myriad at [----] CAD that brings Rush to [----] CAD without even including the Boxi property. Rush currently at [----] CAD. As massive volumes enter the #uranium market thanks to #SPUT raising record amounts of cash and sweeping up available pounds on the spot market here are my current top picks in the sector spread across producers developers and explorers. I look for current or"
X Link 2026-01-28T15:00Z [----] followers, [----] engagements
"As the #uranium price really took off yesterday where to invest Outside the obvious ETF included companies here is a very interesting small mcap explorer. Noble Plains Uranium $NOBL.V is currently drilling at its Duck Creek Project in Wyoming and results so far have been great. These are some metrics you should look at when interpreting drill results and Noble ticks all the boxes: [--]. Grade-Thickness (GT) Most investors focus on headline uranium grades but what really matters is Grade x Thickness (GT). GT combines how rich the mineralization is with how wide it runs. Its the best quick way to"
X Link 2026-01-29T09:22Z [----] followers, [----] engagements
"Month-end smash in #silver and #uranium explained π π What is a month-end smash Its when prices are pushed down sharply near the end of the month often in the last [--] trading days. Youll often see: Heavy selling in paper markets (futures ETFs options) Sudden drops with no bad news Price recovers a few days later This happens a lot in: β
Uranium β
Silver (notorious for it) β
Gold too (to a lesser degree) π§ Why it happens (main reasons) [--]. π Fund rebalancing & accounting Big funds: Rebalance portfolios at month end Lock in profits/losses for reporting Adjust commodity exposure If"
X Link 2026-01-31T12:38Z [----] followers, 15.4K engagements
"Every #commodity investor should take a look at this #uranium chart published by $UEC. π Now look at uranium. The imbalance has persisted for years with demand consistently exceeding primary supply and the shortfall being covered by inventories. But those inventories are being drawn down rapidly. This is a chart that should worry utilities and give uranium https://t.co/WoL1N5jDFd Now look at uranium. The imbalance has persisted for years with demand consistently exceeding primary supply and the shortfall being covered by inventories. But those inventories are being drawn down rapidly. This"
X Link 2026-02-01T16:23Z [----] followers, 12.4K engagements
"#Silver is back at $87 the month-end smash is over. The bankers have had time to cover their shorts and flip long. Massive market manipulation but you have to admit they played it perfectly. Month-end smash in #silver and #uranium explained π π What is a month-end smash Its when prices are pushed down sharply near the end of the month often in the last [--] trading days. Youll often see: Heavy selling in paper markets (futures ETFs options) Sudden Month-end smash in #silver and #uranium explained π π What is a month-end smash Its when prices are pushed down sharply near the end of the month"
X Link 2026-02-03T08:18Z [----] followers, [----] engagements
"Small-cap explorers are where you may find the greatest leverage in this #uranium bull cycle. Most of them however will never discover an economically viable deposit and will simply continue diluting shareholders. But there is a key factor that can make a huge difference and one you should really pay attention to if you invest in explorers: π Historic drill results. It makes a massive difference when an exploration company has access to a large database of historic drilling. If the data is reliable management already knows where to drill and can be almost certain of achieving at least"
X Link 2026-02-03T17:47Z [----] followers, [----] engagements
"By the way that is not all to it Myriad has another project in New Mexico with 1000+ historic drill holes: https://x.com/MyriadUranium/status/2018400334268231826 Did you know Myriads 100%-owned Red Basin Project in New Mexico has 1000+ historic drill holes and past production at 0.17% UO. District potential is [----] Mlbs. Learn more: https://t.co/OFlrbojYl1 CSE: $M.CN OTC: $MYRUF FRA: $C3Q https://t.co/1QeE9DKZ29 https://x.com/MyriadUranium/status/2018400334268231826 Did you know Myriads 100%-owned Red Basin Project in New Mexico has 1000+ historic drill holes and past production at 0.17% UO."
X Link 2026-02-03T18:10Z [----] followers, [----] engagements
"#Uranium #silver #copper #fluorspar and all other minerals listed as critical can be included in Project Vault. But lets be realistic: $12B wont come close to whats actually needed. Trump Project Vault stockpile will include any minerals listed as critical by Interior Department https://t.co/uDjrigGxal Trump Project Vault stockpile will include any minerals listed as critical by Interior Department https://t.co/uDjrigGxal"
X Link 2026-02-03T22:46Z [----] followers, [----] engagements
"#Silver miners are about to report and the numbers should reflect a massive tailwind from higher prices. Based on daily closing prices (USD/oz): Q3 [----] (JulSep): $39.54 Q4 [----] (OctDec): $55.46 Jan [----] (to Jan 30): $90.69 Thats not a gradual move thats an accelerating price breakout. We will see stronger revenues margins and cash flow. The market often reacts to short-term noise. But earnings are about to show what higher silver really means for miners. https://twitter.com/i/web/status/2019437431053824354 https://twitter.com/i/web/status/2019437431053824354"
X Link 2026-02-05T15:46Z [----] followers, [----] engagements
"Where will all the #silver come from There is no answer. "There just is no answer to this question of where are we going to get the silver" Thomas Lamb CEO of @J2Metals on the growing #silver supply deficit and why it will ultimately lead up back to triple-digits. Full interview up TOMORROW. https://t.co/sp08oqSp2x "There just is no answer to this question of where are we going to get the silver" Thomas Lamb CEO of @J2Metals on the growing #silver supply deficit and why it will ultimately lead up back to triple-digits. Full interview up TOMORROW. https://t.co/sp08oqSp2x"
X Link 2026-02-05T19:17Z [----] followers, [----] engagements
"Believe it or not but #SPUT just hit a premium to NAV and can activate the ATM to raise more cash to buy #uranium. [-----] CAD is the magic number"
X Link 2026-02-05T19:59Z [----] followers, [----] engagements
"How low will China let their #silver inventory fall Should get critical soon. JUST IN: Shanghai Futures Exchange physical silver supply falls from [------] tons to [------] tons- CEIC data. https://t.co/GGLql4J0WR JUST IN: Shanghai Futures Exchange physical silver supply falls from [------] tons to [------] tons- CEIC data. https://t.co/GGLql4J0WR"
X Link 2026-02-06T10:06Z [----] followers, [----] engagements
"Can #SPUT hit a premium to NAV and raise some cash today and reverse the #uranium flywheel so that it spins in the right direction again Here are the magic numbers:"
X Link 2026-02-06T14:21Z [----] followers, [----] engagements
"#Uranium #copper #silver and #fluorspar are all included on the critical minerals list. The #Trump administrations Project Vault stockpile can include any of the more than [--] minerals listed. Were not just doing certain minerals and rare earths. Were doing everything President Donald #Trump said. Fluorspar is the primary source of fluorine a critical input for aluminum steel lithium-ion batteries semiconductors refrigerants and nuclear fuel processing. Supply is dominated by China. Demand is rising due to EVs electrification and advanced manufacturing while few new projects and slow"
X Link 2026-02-06T14:57Z [----] followers, [----] engagements
"The #silver drain is getting really crazy. March-April will be epic for equities imo as there will be huge issues with physical deliveries. π¦COMEX SILVER DELIVERIES REPORT π¦ π₯FEB SILVER DELIVERIES EXPLODE TO [----] MILLION OZ IN FIRST [--] DAYS π₯ π₯Another [---] Silver Delivery Notices Issued Monday β‘305 Notices Issued by Deutsche Bank β‘278 Notices Stopped by Stonex π¨TOTAL Feb COMEX Silver Deliveries Rise to https://t.co/4q6WT0evf9 π¦COMEX SILVER DELIVERIES REPORT π¦ π₯FEB SILVER DELIVERIES EXPLODE TO [----] MILLION OZ IN FIRST [--] DAYS π₯ π₯Another [---] Silver Delivery Notices Issued Monday β‘305"
X Link 2026-02-10T15:54Z [----] followers, [----] engagements
"Despite all the noise last week commodities have been one of the strongest asset classes so far in [----]. We are still in the early innings of a commodity supercycle driven by energy security electrification and years of structural underinvestment. #Uranium #silver and #copper sit at the core of this cycle. Meanwhile #fluorspar remains the underappreciated critical mineral. Without it large parts of modern industry simply grind to a halt. Silver paper games dont change the reality. If anything theyve helped drain physical supply. Fridays reversal in silver and other commodities looks like a"
X Link 2026-02-08T20:30Z [----] followers, [----] engagements
"What to buy if you believe a major #uranium squeeze is coming Compared with #gold and #silver the uranium market has very few investable companies. And despite a clear structural supply deficit only two producers are generating meaningful profits at today's prices: Cameco and Kazatomprom. But the largest upside doesnt come from the most profitable companies it comes from those operating with thin margins. Why Simple operating leverage. At an $80/lb uranium price: A producer with $40/lb costs earns $40/lb. A producer with $70/lb costs earns just $10/lb. Now raise uranium to $100/lb: The first"
X Link 2025-12-28T20:15Z [----] followers, 42.4K engagements
"π¨ $EFR / $UUUU just dropped a monster FS π¨ If you thought Energy Fuels was only the largest #uranium producer in the U.S. it is time to change your mind. It looks like they may become the largest in rare earths as well. Energy Fuels updated Feasibility Study for Vara Mada (formerly Toliara) confirms this is a world-class generational asset: $1.8B post-tax NPV (10%) $7.30 per share NPV from one project Up to $500M+ annual EBITDA at ramp-up 38-year mine life (likely longer with new drilling) 72% EBITDA margins $264M avg annual FCF And thats before downstream REE processing upside at White"
X Link 2026-01-08T11:29Z [----] followers, 65.5K engagements
"Here are my top picks in #uranium #silver #copper and #fluorspar updated with my latest addition J2 Metals recent news and their performance YTD. (Disclosure: I have a commercial relationship with $M.CN $SYH $CTV.V $NOBL.V and $JTWO. Please do your own DD.) URANIUM Cameco Corporation $CCJ (+34% YTD) Cameco is not just a uranium miner it is a core pillar of the nuclear fuel ecosystem. The company supplies uranium from major mines (e.g. Cigar Lake McArthur River) and operates refining and conversion operations that feed the global nuclear fuel cycle. Energy Fuels $UUUU (+53.17% YTD) Currently"
X Link 2026-02-01T15:15Z [----] followers, 13.3K engagements
"Where will all the #uranium to cover the structural deficit come from #Niger as it looks like is not the answer any time soon. Neither is #Sweden where a new local veto to alum shale mining is proposed. Will #Australia do anything about their mining ban Will the years of waiting for permitting in #Canada suddenly shrink Not a single uranium mine in the world reached a final investment decision during [----]. The deficit every year is being covered by inventories. When will they get so low that panic sets in https://twitter.com/i/web/status/2019352374880432491"
X Link 2026-02-05T10:08Z [----] followers, 19K engagements
"No idea but here is what ChatGPT says: Heres why you often dont see a continuous live price for Noble Plains Uranium Corp. on platforms like Trade Republic: π [--]. Low trading volume / liquidity Junior exploration stocks like Noble Plains typically have very low daily trading volume especially on the OTC market (ticker NBLXF) in the U.S. Low liquidity means there often arent enough trades happening to produce a continuous real-time price quote. If no trades occur in a given period the platform cant update the quote. π¦ [--]. Multiple exchange listings Noble Plains is listed on more than one"
X Link 2026-02-05T10:29Z [----] followers, [---] engagements
"#Uranium replacement rate contracting is inevitable and must begin sooner rather than later. Did utilities already wait too long Will #nuclear reactors be forced to shut down due to lack of fuel I think that is a possibility as well as uranium prices $500/lb when the panic starts to set in. π¨A key point that Cameco President & COO Grant Isaac makes in this excellent new interview that all #Uranium investors should watch is that securing the mined yellow cake #U3O8 for making #Nuclear reactor fuel is generally speaking the last thing on a fuel buyer's mind.π€ https://t.co/QsNbWHkaua π¨A key"
X Link 2026-02-07T17:07Z [----] followers, [----] engagements
"The #SPUT ATM is active once again getting ready to send more pounds to #uranium heaven. This year I think we will see the answer to one of the biggest questions at the moment in the sector: What will happen when SPUT reaches the [--] Mlbs limit and keeps raising cash [-----] CAD is the magic number today"
X Link 2026-02-10T16:33Z [----] followers, [----] engagements
"$UUUU is really going for rare earth dominance π¨@Energy_Fuels to acquire Australian Strategic Materials to create new "mine-to-metal & alloy" rare earth champion π¨ Read the full details in our most recent press release: https://t.co/Xx6dcwwZNL $UUUU $EFR #EnergyFuels #rareearths https://t.co/8MN5RvvyZi π¨@Energy_Fuels to acquire Australian Strategic Materials to create new "mine-to-metal & alloy" rare earth champion π¨ Read the full details in our most recent press release: https://t.co/Xx6dcwwZNL $UUUU $EFR #EnergyFuels #rareearths https://t.co/8MN5RvvyZi"
X Link 2026-01-20T22:00Z [----] followers, 16K engagements
"Welcome to #Uranium Heaven β’β Population: Every pound that #SPUT and $YCA can get their hands on. Spot pounds minding their business on the market Then suddenly: π° ATM opens π° Cash raised π° Bid hits π° Pounds disappear Straight through the pearly gates. Utilities logging in like: Wait where did the liquidity go Answer: It ascended. SPUT and Yellow Cake arent just investors theyre running a one-way elevator. Every time capital flows in available supply flows out. And in a market where primary production is tight and term contracting is heating up Taking pounds out of circulation isnt"
X Link 2026-02-11T21:40Z [----] followers, [----] engagements
"$UUUU making a big move on the premarket after news about completed financing after close on Friday. #uranium πππ"
X Link 2025-10-06T08:17Z [----] followers, [----] engagements
"Arbitrage opportunity again today in $RSH added once again here #uranium Nobody sees the arbitrage here For each share in $RSH you will get 1/2 share of $M.CN. That is if the ratio in the proposed merger is not improved which it should be in favor of RSH. Currently RSH is at [-----] and Myriad at [-----]. #uranium Nobody sees the arbitrage here For each share in $RSH you will get 1/2 share of $M.CN. That is if the ratio in the proposed merger is not improved which it should be in favor of RSH. Currently RSH is at [-----] and Myriad at [-----]. #uranium"
X Link 2025-10-06T14:39Z [----] followers, [----] engagements
"Is the #uranium squeeze here My portfolio to new ATHs with $UUUU leading the way now as the second biggest holding getting close to my number [--] which is the tiny company with a unique resource: Rush Rare Metals $RSH (will probably soon be converted to $M.CN shares). My number [--] is $DNN also breaking out here as it seems. https://twitter.com/i/web/status/1975562203668324438 https://twitter.com/i/web/status/1975562203668324438"
X Link 2025-10-07T14:01Z [----] followers, [----] engagements
"Big step forward for Myriad #Uranium ($M.CN / $RSH) They can now get to work proving up what could be a 100+ Mlbs project. Exciting times ahead. π₯ https://www.newsfilecorp.com/release/269749 https://www.newsfilecorp.com/release/269749"
X Link 2025-10-09T13:11Z [----] followers, [----] engagements
"Grant Isaac says the #uranium panic will hit. Ive believed that for years and itll hit harder than most can imagine. Were facing a real supply deficit. When utilities start fearing shutdowns due to lack of fuel prices could soar past $200/lb maybe even up to $500 as wild speculation and overshooting kick in. Cameco's Grant Isaac at TD Cowens 10th Annual Nuclear Fuel Cycle & Next Generation Nuclear Roundtable: The panic will hit in #Uranium just like it did in conversion enrichment and fuel fabrication #NuclearEnergy #Energy #Commodity #Commodities https://t.co/lSTE1hVWfl Cameco's Grant Isaac"
X Link 2025-10-09T21:45Z [----] followers, 17.4K engagements
"π $UUUU just keeps delivering. Up +417% in [--] months and still climbing pre-market today. π₯ Several catalysts still in play: Rising #uranium price momentum Forced ETF buying as the uranium market continues upwards U.S. government stake / policy tailwind Scaled-up rare earths production getting closer"
X Link 2025-10-10T11:22Z [----] followers, [----] engagements
"Energy Fuels $UUUU kicks off the new week with a ripping +13% in premarket trading. A solid play on both #uranium and #REE in the U.S. as #China signals tightening of rare earths supply"
X Link 2025-10-13T08:19Z [----] followers, 23.1K engagements
"$UUUU is on a wild run π uniquely positioned for U.S. national security: #uranium #rareearths and a mill ready to process it all. Energy Fuels $UUUU kicks off the new week with a ripping +13% in premarket trading. A solid play on both #uranium and #REE in the U.S. as #China signals tightening of rare earths supply. https://t.co/PzuMS4cU23 Energy Fuels $UUUU kicks off the new week with a ripping +13% in premarket trading. A solid play on both #uranium and #REE in the U.S. as #China signals tightening of rare earths supply. https://t.co/PzuMS4cU23"
X Link 2025-10-13T14:06Z [----] followers, 12.8K engagements
"While you guys in the U.S. and Canada are asleep $UUUU is having another wild run on the premarket and in Frankfurt. Quite nice 6M chart as well. #uranium #rareearths #REE"
X Link 2025-10-14T08:58Z [----] followers, [----] engagements
"What is happening on the #uranium premarket $URA running 4.37% and names like $UUUU $NXE $DNN all looking very strong"
X Link 2025-10-15T09:30Z [----] followers, [----] engagements
"The #uranium market has been incredibly strong since the dip in August my portfolio is up 86% in just the last [--] days. Is it time to take profits That depends on how soon you need the money and which companies you own. A few thoughts: [--] A general market correction is always a risk so taking some profits to keep dry powder isnt a bad idea. [--] Tax-loss selling season in Canada is coming soon. Some smaller names that have underperformed could become very cheap entry points by mid-December. [--] On the other hand dont sell just because the share price has gone up a lot. I think were still very early"
X Link 2025-10-15T12:39Z [----] followers, [----] engagements
"I hope you bought the #uranium dip because its all over"
X Link 2025-10-15T19:10Z [----] followers, 20.7K engagements
"Another arbitrage opportunity here today. $M.CN is taking off to new heights but $RSH is lagging. #uranium Nobody sees the arbitrage here For each share in $RSH you will get 1/2 share of $M.CN. That is if the ratio in the proposed merger is not improved which it should be in favor of RSH. Currently RSH is at [-----] and Myriad at [-----]. #uranium Nobody sees the arbitrage here For each share in $RSH you will get 1/2 share of $M.CN. That is if the ratio in the proposed merger is not improved which it should be in favor of RSH. Currently RSH is at [-----] and Myriad at [-----]. #uranium"
X Link 2025-10-16T13:34Z [----] followers, [----] engagements
"It seems more and more people are opening their eyes to Myriad #Uranium. From 11:36 how theyre using AI to analyze their massive data set. From 13:16 they might have to raise their target from 100M+ lbs to 200M+ lbs. $M.CN $RSH https://www.youtube.com/watchv=NvGYSpeqBU8 https://www.youtube.com/watchv=NvGYSpeqBU8"
X Link 2025-10-16T13:57Z [----] followers, [----] engagements
"#uranium $M.CN You must make your own decision on that one. I will end up owning much more once my $RSH shares get converted but I will not sell a share at least until the spring. Why Because before this you will probably see: merger completed start of drill program and possibly ETF inclusion and U.S. listing. A bit longer term if they can prove up towards 100-200M lbs as per target this would be a billion dollar company. https://twitter.com/i/web/status/1979114604883046407 https://twitter.com/i/web/status/1979114604883046407"
X Link 2025-10-17T09:17Z [----] followers, [---] engagements
"It seems we are having a bit of a turnaround in #uranium shares on the premarket. $UUUU for example just went from being down over 11% to just 2.82%. https://finance.yahoo.com/quote/UUUU/ https://finance.yahoo.com/quote/UUUU/"
X Link 2025-10-17T11:49Z [----] followers, [----] engagements
"@Supmah12 $RSH is not in any #uranium ETF that is why. Will merge with Myriad $M.CN. The only way the merged company is affected is that it will be more difficult to enter $URNM. But there will be no sell pressure as in names that will be dropped"
X Link 2025-10-18T09:09Z [----] followers, [---] engagements
"A strong #uranium premarket to start up the week with $NXE for once taking the lead rising almost 7%. $UUUU rising 5% $DNN 4% ETFs looking strong as well. Will uranium shares rebound today after the dip last week"
X Link 2025-10-20T08:46Z [----] followers, [----] engagements
"#Uranium remains one of the few levers #Russia can pull to counter-sanction the U.S. and perhaps they could also push #China to play the #RareEarths card. $UUUU offers exposure to both markets. $DNN Wheeler River looks set to become the first new major Athabasca project permitted in years. $M.CN / $RSH a tiny explorer that might be sitting on the biggest uranium find in the U.S. These three are currently my largest holdings"
X Link 2025-10-22T22:09Z [----] followers, [----] engagements
"DENISON MINES $DNN RIDES #URANIUM BOOM AS WHEELER RIVER ADVANCES WHATS NEXT https://ts2.tech/en/denison-mines-dnn-rides-uranium-boom-as-wheeler-river-advances-whats-next/utm_source=chatgpt.com https://ts2.tech/en/denison-mines-dnn-rides-uranium-boom-as-wheeler-river-advances-whats-next/utm_source=chatgpt.com"
X Link 2025-10-25T12:26Z [----] followers, [----] engagements
"This table I created shows some hard facts about which #uranium companies you should have owned over the last five years. The larger caps with substantial assets have clearly outperformed the small caps. Ive learned many lessons myself and have adjusted my investments quite a bit lately. Its easy to think you should buy small caps because they look cheap and seem to have greater potential to become multibaggers than the bigger names but in most cases the opposite has proven true. Smaller companies tend to suffer much heavier dilution when raising cash and are far less likely to ever reach"
X Link 2025-10-26T14:04Z [----] followers, 22.1K engagements
"Myriad #Uranium gap assays out mineralisation extended. Merger with Rush progressing. $M.CN $RSH Myriad Uranium Reports on Additional Chemical Assays From [--] Boreholes at Copper Mountain $M.CN https://t.co/Up2SJv43BM Myriad Uranium Reports on Additional Chemical Assays From [--] Boreholes at Copper Mountain $M.CN https://t.co/Up2SJv43BM"
X Link 2025-10-27T11:57Z [----] followers, [----] engagements
"Except for #RareEarths #uranium and #fluorspar I plan to enter #copper. Demand going forward during the AI boom will be huge. Please give me your best copper companies to keep on my radar"
X Link 2025-10-28T08:50Z [----] followers, [----] engagements
"Big premarket moves in #uranium Cameco up 12% while $URA and $URNM are each up about 5%"
X Link 2025-10-28T11:05Z [----] followers, 19.8K engagements
"Denison $DNN running 11% on the premarket. Their #uranium will probably be part of the fuel for all the new #Cameco / #Westinghouse reactors. Big premarket moves in #uranium Cameco up 12% while $URA and $URNM are each up about 5%. https://t.co/73m3MRjOwP Big premarket moves in #uranium Cameco up 12% while $URA and $URNM are each up about 5%. https://t.co/73m3MRjOwP"
X Link 2025-10-28T11:18Z [----] followers, 16.8K engagements
"Buckle up and get ready for the #uranium flywheel effect today as news of a whopping $80B U.S. government investment in new #nuclear reactors sends #SPUT to a premium. Expect huge inflows into uranium ETFs forced buying of included equities (with SPUT being a major one). SPUT buying uranium on the spot market Rising uranium price Rinse and repeat. The magic number to watch is C$26.41"
X Link 2025-10-28T11:33Z [----] followers, 23.8K engagements
"Wyoming's #1 #uranium takeover target $M.CN / $RSH πππ https://www.youtube.com/watchv=a1wDAHEIKmY https://www.youtube.com/watchv=a1wDAHEIKmY"
X Link 2025-10-28T13:45Z [----] followers, [----] engagements
"Interesting to see #Niobium listed among the most critical minerals. Rush Rare Metals $RSH best known as Myriad #Uraniums partner at the Copper Mountain project also holds a high-grade niobium property with sample grades reaching up to 27% NbO. Following the planned merger with Myriad Rush shareholders will not only receive shares in Myriad but will also get ownership in a new spin-out company holding the niobium project. Thats one of the main reasons Im heavily invested in Rush Rare Metals its a smart way to get exposure to both uranium and niobium. π More details about the niobium project"
X Link 2025-10-30T11:19Z [----] followers, [----] engagements
"$UUUU is currently the largest #uranium producer in the U.S. and plans to be world significant in rare earths among the top 2-3 rare earth producers outside #China. #RareEarths #REE I sat down with Mark Chalmers Energy Fuels $uuuu CEO to discuss companys dual #uranium & #rareearth strategy and how it is outperforming pure-play peers bipartisan U.S. support uranium production ramping $700 million financing & more. Watch hereπ https://t.co/qp9vZBwweg I sat down with Mark Chalmers Energy Fuels $uuuu CEO to discuss companys dual #uranium & #rareearth strategy and how it is outperforming"
X Link 2025-10-30T14:17Z [----] followers, 34.2K engagements
"The rare earth truce between #China and the West the fine print tells a different story than what most Western media report. Well likely see a wave of announcements soon about Western nations investing heavily in their own rare earth supply chains. $UUUU with its combined #uranium and rare earth processing capabilities could be a key beneficiary possibly through a U.S. government stake or other forms of direct financing. https://rareearthexchanges.com/news/chinas-rare-earth-truce-tactical-pause-or-genuine-relief/utm_source=chatgpt.com"
X Link 2025-11-01T15:06Z [----] followers, 36K engagements
"Wow the U.S. government backs rare earth magnet startup with $1.4B. Is $UUUU next #RareEarths #REE #uranium #CriticalMinerals US Government Backs Rare-Earth Magnet Startup With $1.4 Billion to Counter China https://t.co/Z6b9qk13v5 via @BreitbartNews US Government Backs Rare-Earth Magnet Startup With $1.4 Billion to Counter China https://t.co/Z6b9qk13v5 via @BreitbartNews"
X Link 2025-11-03T21:44Z [----] followers, 40K engagements
"This is great news for $UUUU they have signed a MOU under which Energy Fuels will supply highpurity rare earth oxides (both light and heavy REEs) for Vulcans magnet production in the U.S. #RareEarths #REE #uranium #CriticalMinerals https://www.ainvest.com/news/energy-fuels-supply-vulcan-elements-high-purity-rare-earth-oxides-mou-2508/utm_source=chatgpt.com Wow the U.S. government backs rare earth magnet startup with $1.4B. Is $UUUU next #RareEarths #REE #uranium #CriticalMinerals"
X Link 2025-11-03T22:04Z [----] followers, 16.3K engagements
"A few takeaways from the $UUUU earnings report and why I dont think this #uranium + #RareEarths play is overvalued at all. βπ [--] Strong financials Energy Fuels now has nearly $1B in working capital a very solid balance sheet to support both uranium and REE expansion. [--] Uranium segment Inventories exceed [--] Mlbs with high grades continuing at Pinyon Plain. Production is set to rise likely hitting [--] Mlbs in [----] with a potential [---] Mlbs run-rate next year if market conditions allow. Costs are projected to fall to $3040/lb by Q1 [----] keeping $UUUU the largest and lowest-cost U.S. producer well"
X Link 2025-11-04T10:24Z [----] followers, 19.5K engagements
"Important vote today on lifting the #uranium mining ban in #Sweden decision expected around 16:00 CET. Most Swedish media report that the motion is likely to pass. However there is still notable resistance: A petition with [-----] signatures led by local community members A rapidly growing Facebook group organizing opposition Letters and coordinated pressure on members of parliament So while the probability points to approval Id still be cautious from an investment perspective. National elections next year may shift power back to the left/green bloc and if that happens the policy could be"
X Link 2025-11-05T10:52Z [----] followers, 19.7K engagements
"Voting completed the #uranium #mining ban in #Sweden has been lifted with a majority of [--] vote. Important vote today on lifting the #uranium mining ban in #Sweden decision expected around 16:00 CET. Most Swedish media report that the motion is likely to pass. However there is still notable resistance: A petition with [-----] signatures led by local community members Important vote today on lifting the #uranium mining ban in #Sweden decision expected around 16:00 CET. Most Swedish media report that the motion is likely to pass. However there is still notable resistance: A petition with 28000"
X Link 2025-11-05T15:14Z [----] followers, 10.1K engagements
"Sell-off in rare earth stocks since #China deal has been quite exaggerated imo. $UUUU $MP https://www.reuters.com/business/autos-transportation/china-starts-work-easing-rare-earth-export-rules-short-trump-hopes-sources-say-2025-11-07/ https://www.reuters.com/business/autos-transportation/china-starts-work-easing-rare-earth-export-rules-short-trump-hopes-sources-say-2025-11-07/"
X Link 2025-11-07T12:38Z [----] followers, [----] engagements
"A lot of companies hold rare earth properties the minerals themselves are not the bottleneck. The ability to process them is the rare part. Same story in #uranium: plenty of deposits exist but very few operating mills can turn ore into sellable product. This is where $UUUU stands apart: They have the only conventional mill in the U.S. licensed today to process both uranium and rare earths. Resources are common. Processing capacity is scarce. Thats why $UUUU deserves a significant premium"
X Link 2025-11-07T22:16Z [----] followers, [----] engagements
"$RSH $UUUU $DNN $ISO $NXE $EU $EATH $IXI $CTV.V #uranium #REE #RareEarths #CriticalMinerals $URNM $URA #shutdown This is the most important chart to focus on in the #uranium space everything else is just noise. While the spot and equity markets are volatile the long-term market has not been volatile at all the last years. And while it was stagnant from mid-2024 to mid-2025 something has https://t.co/Uz21c3Vxi4 This is the most important chart to focus on in the #uranium space everything else is just noise. While the spot and equity markets are volatile the long-term market has not been"
X Link 2025-11-09T22:11Z [----] followers, [----] engagements
"#Uranium is ripping premarket with many names up 45%. Heres $URNM"
X Link 2025-11-10T09:39Z [----] followers, [----] engagements
"Nine Swedish industry giants including #ABB #Volvo #Boliden and #Saab are partnering with #Vattenfall to build and invest in new #nuclear power in Sweden. More #uranium will be needed as nuclear expands but supply remains tight. https://www.di.se/nyheter/industrijattar-avtalar-om-ny-karnkraft-med-vattenfall/ A group of companies that include ABB and steel producer SSAB are poised to invest alongside Swedish utility Vattenfall to build the nations first nuclear reactors since the 1980s https://t.co/i04WCRNtLd https://www.di.se/nyheter/industrijattar-avtalar-om-ny-karnkraft-med-vattenfall/ A"
X Link 2025-11-10T11:42Z [----] followers, [----] engagements
"#Uranium equities were very strong yesterday in the U.S. and today Australia is following through even stronger. December is looking to be a very interesting month as the #nuclear story keeps gaining momentum. As #China and #India scoop up the available supply the U.S. must finally get serious about securing its own. For us as investors the question is how to maximize profit. Im convinced U.S. producers like $UUUU $UEC and $EU will trade at a premium but for the highest torque we probably need to look at the explorers. The country you want to be in is the United States and if you must pick a"
X Link 2025-12-03T09:23Z [----] followers, [----] engagements
"In case you missed it π¨ Noble Plains Uranium just delivered one of the strongest first-pass drill starts weve seen in the U.S. this cycle. #Uranium #ISR #Wyoming $NOBL $NBLXF #U3O8 #Nuclear #UraniumBullMarket At Duck Creek (Wyoming): β
87% hit rate [--] of [--] holes mineralized β
Average GT: [---] five times the typical Wyoming roll-front cutoff (0.2) β
Avg thickness: [----] ft @ 0.057% eUO π₯ GT nearly 67% higher than the upper-end assumptions used in their own Technical Report Translation: the first holes are outperforming the model by a wide margin. This is exactly what you want to see in a"
X Link 2025-12-04T16:55Z [----] followers, [----] engagements
"π₯ #Uranium Is Entering a Bull Market Unlike Any Before π₯ Previous uranium bull markets were driven mainly by financial speculation and short-term supply disruptions. This time is fundamentally different. We are heading into a true global structural supply deficit and its already baked into the system. β‘ Demand Is Locked In and Still Rising About [---] reactors operating globally 60+ reactors under construction 100+ approved & planned Life extensions for existing reactors are becoming the norm AI data centers electrification & energy security are accelerating demand Once a nuclear reactor is"
X Link 2025-12-07T13:39Z [----] followers, 21.1K engagements
"#Uranium Boomπ₯ @UraniumMarkets reporting #uranium spot price up by $2.25 and it is now sitting at $81.50. Ask at $82 Up we goβ
https://t.co/RUeswQ39g3 Boomπ₯ @UraniumMarkets reporting #uranium spot price up by $2.25 and it is now sitting at $81.50. Ask at $82 Up we goβ
https://t.co/RUeswQ39g3"
X Link 2025-12-19T21:10Z [----] followers, [----] engagements
"I might buy shares in a few #silver companies if there is a dip today. Feel welcome to give me suggestions below. Producers and near-term producers in safe jurisdictions with no dilution expected are preferred"
X Link 2025-12-29T10:01Z [----] followers, [----] engagements
"Only 481k #uranium left to stack for #SPUT to reach the allowed [--] Mlbs for this year. Heavy buying needed today to make it. [-----] CAD is the magic number. If we get some volume at or above that number I think they will go for it. #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -0.87% discount to NAV 100k lbs purchased 301.5k trusts issued = $5.9m raised $58.9m in cash https://t.co/xWpoWfw8t0 #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -0.87% discount to NAV 100k lbs purchased 301.5k trusts issued = $5.9m raised $58.9m in cash https://t.co/xWpoWfw8t0"
X Link 2025-12-30T14:04Z [----] followers, 15.7K engagements
"Is Copper Mountain the largest #uranium endowment in the United States Ive never seen numbers like these. What adds to the excitement is that Myriad has been intersecting higher grades than those used in historic estimates. The upcoming drill program includes multiple targets. While exploration always carries risk Myriad is drilling with a clear advantage guided by extensive historic drilling and a strong understanding of where to place the drill bit. Importantly historic estimates do not include mineralization below [---] feet while the upcoming program will test much deeper levels. If deeper"
X Link 2026-01-02T20:28Z [----] followers, [----] engagements
"Noble Plains #Uranium $NOBL.V keeps delivering at Duck Creek Wyoming. New drill results confirm strong grade + thickness continuity across a growing [---] km strike. Highlights include [----] ft @ 0.063% eUO (incl. [--] ft @ 0.201%) and [----] ft @ 0.072% (incl. [--] ft @ 0.142%). That means GTs up [----] which is very good considering the industry standard Grade-Thickness (GT) cut-off of [---] typically used in Wyoming roll front uranium deposits. Average GT so far is [----] that is 3.5x above the cut-off. With GT outperforming the NI 43-101 exploration target [--] of [--] holes expanding beyond historic data and"
X Link 2026-01-06T13:59Z [----] followers, [----] engagements
"@zerohedge @nano_nuclear @oklo @NuScale_Power @BWXT Got #uranium https://x.com/Swedish_uranium/status/2008049589220184301 Things are heating up fast in the #uranium sector and the year is off to a strong start. Heres whats happening π Uranium equities were heavily pressured in NovDec by profit taking tax-loss selling and ETF dividend mechanics. Those headwinds are now behind us. β Tax-loss https://x.com/Swedish_uranium/status/2008049589220184301 Things are heating up fast in the #uranium sector and the year is off to a strong start. Heres whats happening π Uranium equities were heavily"
X Link 2026-01-07T15:48Z [----] followers, [----] engagements
"For those looking for arbitrage with Myriad #Uranium trading at C$0.42 Rush should be worth C$0.227 as 0.420.5405=C$0.227"
X Link 2026-01-08T14:49Z [----] followers, [----] engagements
"Noble Plains #Uranium $NOBL.V expands Duck Creek footprint in Wyoming This is a small-cap uranium explorer with a market capitalization of roughly US$6M. The company is currently running a successful drill program at its Duck Creek Project in Wyoming and has now expanded its land position by staking additional nearby claims. The reasons are obvious. This is one to watch π (Disclosure: I am a shareholder of $NOBL.V and have a commercial relationship with the company. All opinions are my own.) News Alert π¨ Noble Plains Uranium Expands Flagship Duck Creek Project Increasing Uranium Trend"
X Link 2026-01-12T14:00Z [----] followers, [----] engagements
"π Noble Plains #Uranium $NOBL delivers again at Duck Creek (Wyoming) Noble Plains Uranium Corp. reported [--] new drill holes with an impressive 85% success rate reinforcing the predictability and scale of the Duck Creek roll-front system in the Powder River Basin. Key highlights: β
85% of holes met or exceeded Wyoming ISR thresholds β
Average grade 0.069% eUO 38% higher than the upper exploration target β
Mineralization confirmed along [----] km (1.4 miles) of strike β
Vertical holes true thickness intercepts Standout intercepts include: [--] ft @ 0.117% eUO incl. [--] ft @ 0.369% [----] ft @ 0.137%"
X Link 2026-01-15T13:53Z [----] followers, [----] engagements
"As massive volumes enter the #uranium market thanks to #SPUT raising record amounts of cash and sweeping up available pounds on the spot market here are my current top picks in the sector spread across producers developers and explorers. I look for current or near-term producers that will actually make money and developers or explorers in low-risk jurisdictions with current or historic resources large enough for economic viability or extraordinary discovery potential. Preferably no near-time financing needed in order not to kill the momentum. (Disclosure: I have a commercial relationship with"
X Link 2026-01-28T09:48Z [----] followers, 10.9K engagements
"What a first month of [----] we had in commodities with prices exploding upwards during most of the month followed by a month-end smash the last day. My comment today is focused on the structural deficit in silver and uranium and why both metals continue to have huge upside. First silver a lot of noise around it but look at this table and focus on Market Balance the last [--] years. That is a cumulative deficit of some [---] million ounces. And it won't be any better as demand keeps growing and supply is slow to respond. Inventories have been used to cover the shortage but they will just keep"
X Link 2026-02-01T15:43Z [----] followers, 14.8K engagements
"Many #silver investors are a bit nervous as the US futures open in [--] minutes. But zoom out and look at the below table. Forget the noise and remember we are in a long-term structural deficit that will not be over any time soon. What a first month of [----] we had in commodities with prices exploding upwards during most of the month followed by a month-end smash the last day. My comment today is focused on the structural deficit in silver and uranium and why both metals continue to have huge upside. https://t.co/ZWO3LJU7q3 What a first month of [----] we had in commodities with prices exploding"
X Link 2026-02-01T22:44Z [----] followers, [----] engagements
"It is not that #silver suddenly became abundant and the deficit was magically solved. Many #silver investors are a bit nervous as the US futures open in [--] minutes. But zoom out and look at the below table. Forget the noise and remember we are in a long-term structural deficit that will not be over any time soon. Many #silver investors are a bit nervous as the US futures open in [--] minutes. But zoom out and look at the below table. Forget the noise and remember we are in a long-term structural deficit that will not be over any time soon"
X Link 2026-02-02T07:40Z [----] followers, [----] engagements
"Details here as to what will be included in the new critical minerals stockpile: "The stockpile is expected to include both rare earths and critical minerals as well as other strategically important elements that are subject to volatile prices." It seems both #uranium and #silver might be possible. https://finance.yahoo.com/news/trump-launches-12-billion-minerals-120104530.html https://finance.yahoo.com/news/trump-launches-12-billion-minerals-120104530.html"
X Link 2026-02-02T13:13Z [----] followers, [----] engagements
"@quakes99 @Vittoriobenedet Here is the link to the holdings: https://sprott.com/urnj-sprott-junior-uranium-miners-etf/ https://sprott.com/urnj-sprott-junior-uranium-miners-etf/"
X Link 2023-06-16T21:38Z [----] followers, [---] engagements
"Some very interesting takeaways in this new $NOBL video on the Duck Creek project β 12:30 mark: NOBL acquired this for $0.440.45 per historic pound Management believes a compliant pound in the ground could be worth $45 at a $75 uranium price At higher uranium prices the value per pound could increase significantly They also clearly explain: GTs and other key metrics to watch Why their drilling results matter The plan to expand and convert historic resources into compliant ones Noble Plains Uranium continues to look like one of the most exciting small-cap uranium stories right now continued"
X Link 2025-12-13T16:30Z [----] followers, [----] engagements
"@capnek123 $ISO and $WUC would make perfect sense as ISO has a toll milling agreement with UUUU and WUC has quite a lot of #uranium and #vanadium ore. $EU and $LAM would be nice as EU would get lots of additional ISR pounds from Crownpoint-Churchrock"
X Link 2025-09-29T16:35Z [----] followers, [----] engagements
"@capnek123 Cameco should acquire the Hurricane deposit from $ISO or enter a JV. That is the highest-grade #uranium deposit in the world and Cameco is drilling the same deposit on the other side of the fence. Should be at least [---] Mlbs by now totally. On land not deep a no-brainer"
X Link 2025-09-29T16:37Z [----] followers, [----] engagements
"$ISO because it is big enough to stay in the #uranium ETFs and may even get a better weighting. The Hurricane deposit will be a mine one day probably sold to or in JV with Cameco. Add to this near-term US production and toll-milling agreement with $UUUU and a number of other great deposits. https://twitter.com/i/web/status/1987172344020828624 https://twitter.com/i/web/status/1987172344020828624"
X Link 2025-11-08T14:56Z [----] followers, [---] engagements
"#uranium $ISO IsoEnergy might be onto something BIG. The most interesting new drill results: π₯ LE25-202 hit 1.05% UO nearly [--] km from Hurricane. Thats the best hole ever outside the deposit. This could be a second high-grade zone on the Larocque Trend. π₯ Multiple hits east & south of Hurricane (0.87% 1.61% 1.71%). The system is OPEN and growing. π₯ Classic Athabasca alteration everywhere: illite bleaching graphitic basement. Exactly what you want before a major discovery and the best place to look is close to another as the Hurricane is the highest-grade deposit in the world. π₯ Winter"
X Link 2025-12-03T15:59Z [----] followers, [----] engagements
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