#  @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 $uuuu, are expected to benefit from growing demand and potential supply deficits in uranium and rare earth minerals. ### Engagements: [------] [#](/creator/twitter::1274064080685449217/interactions)  - [--] Week [------] -14% - [--] Month [-------] -13% - [--] Months [---------] +292% - [--] Year [---------] +53% ### Mentions: [--] [#](/creator/twitter::1274064080685449217/posts_active)  - [--] Week [--] -37% - [--] Month [---] -25% - [--] Months [---] +82% - [--] Year [---] +63% ### Followers: [-----] [#](/creator/twitter::1274064080685449217/followers)  - [--] Week [-----] +1% - [--] Month [-----] +11% - [--] Months [-----] +54% - [--] Year [-----] +66% ### CreatorRank: [-------] [#](/creator/twitter::1274064080685449217/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 44.52% [countries](/list/countries) 14.38% [stocks](/list/stocks) 6.85% [technology brands](/list/technology-brands) 4.11% [travel destinations](/list/travel-destinations) 1.37% [social networks](/list/social-networks) 1.37% **Social topic influence** [$uuuu](/topic/$uuuu) #52, [market](/topic/market) 17.12%, [silver](/topic/silver) 8.9%, [$dnn](/topic/$dnn) #16, [$syh](/topic/$syh) #1, [china](/topic/china) #3212, [strong](/topic/strong) 7.53%, [all the](/topic/all-the) #3244, [$wuc](/topic/$wuc) #2, [$eu](/topic/$eu) 6.85% **Top accounts mentioned or mentioned by** [@sanitzisf6k](/creator/undefined) [@uraniummarkets](/creator/undefined) [@quakes99](/creator/undefined) [@phuketpotato](/creator/undefined) [@cxuasx](/creator/undefined) [@omro1975](/creator/undefined) [@sprott](/creator/undefined) [@skyharboursyh](/creator/undefined) [@denisonminesco](/creator/undefined) [@energyfuels](/creator/undefined) [@urenergy](/creator/undefined) [@nobluranium](/creator/undefined) [@j2metals](/creator/undefined) [@jordanptrimble](/creator/undefined) [@metalsinvtforum](/creator/undefined) [@mineralstocks](/creator/undefined) [@goransonpaul](/creator/undefined) [@encoreenergyeu](/creator/undefined) [@lewi](/creator/undefined) [@consuminginfo](/creator/undefined) **Top assets mentioned** [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Denison Mines Corp (DNN)](/topic/$dnn) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Cameco Corporation (CCJ)](/topic/$ccj) [Noble Corporation (NE)](/topic/$ne) [Uranium Energy Corp. (UEC)](/topic/$uec) [IsoPlexis Corporation (ISO)](/topic/$iso) [Microsoft Corp. (MSFT)](/topic/microsoft) [Eaton Vance Senior Floating-Rate Fund (EFR)](/topic/$efr) ### Top Social Posts Top posts by engagements in the last [--] hours "U.S. import reliance on critical minerals is extreme and near the top sits #fluorspar. Fluorspar is essential for: Enrichment of #uranium nuclear fuel Lithium-ion batteries Semiconductors powering AI There is no real substitute in these industries and demand is accelerating. Yet supply remains heavily concentrated in China while the West is only now waking up to how strategic fluorspar really is. Rebuilding domestic U.S. supply is rapidly becoming a national priority. Thats where companies like CleanTech $CTV.V come in positioning to restore North American fluorspar production with" [X Link](https://x.com/Swedish_uranium/status/2022332765937471680) 2026-02-13T15:31Z [----] followers, [----] engagements "🚨 Major consolidation move in U.S. #uranium 🚨 Myriad Uranium Corp. $M.CN $M is acquiring Rush Rare Metals Corp. $RSH $RSH.CN to unify 100% ownership of the Copper Mountain Uranium Project in Wyoming. This is a clear value unlock. - Removes split-ownership discount - Simplifies decision-making & development - Improves capital efficiency - Makes Copper Mountain easier to value Rush shareholders will also receive shares in Rush Spinco which will hold the highly prospective Boxi property where historical sampling returned values up to 26.9% niobium and 11.9% uranium. (Disclosure: I have a" [X Link](https://x.com/Swedish_uranium/status/2022286730632589550) 2026-02-13T12:28Z [----] followers, [----] engagements "#SPUT has already bought [----] Mlbs #uranium during [----] and has enough cash to buy about [--] Mlbs more. My guess is that by the end of March they will have bought the full [--] Mlbs. Then we enter unchartered territory where I do think the guys at Sprott have a plan. Interesting months ahead. #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.04% discount to NAV 50k lbs purchased No trusts issued = no $ raised $178.6m in cash https://t.co/QK0lrkCxis #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.04% discount to NAV 50k lbs purchased No trusts issued = no $ raised" [X Link](https://x.com/Swedish_uranium/status/2022622222519558334) 2026-02-14T10:41Z [----] followers, [----] engagements "@quakes99 $WUC for once topping the table 😉. But the biggest winner today was $OBRN with 75%" [X Link](https://x.com/Swedish_uranium/status/1961528286879870990) 2025-08-29T20:36Z [----] followers, [---] engagements "$OBRN trading on a consolidated basis from today with [--] times less shares and also a new name: New Earth Resources Corp. Not much communication from management but you get a former producing #uranium mine a Saskatchewan uranium exploration project and a rare earth exploration project in Quebec for less than $1M. I keep this as a lottery ticket will see if they do some work on their uranium project once prices takes off. https://finance.yahoo.com/news/oberon-uranium-announces-share-consolidation-203000457.html" [X Link](https://x.com/Swedish_uranium/status/1970134753664708784) 2025-09-22T14:35Z [----] followers, [----] engagements "#uranium $DNN $SYH Denison Mines & Skyharbour in $61.5M Mega-Deal Next to Phoenix Major #Uranium Discovery Coming @Skyharbour_SYH @DenisonMinesCo $dnn $syh https://t.co/vUB1zcijn5 Denison Mines & Skyharbour in $61.5M Mega-Deal Next to Phoenix Major #Uranium Discovery Coming @Skyharbour_SYH @DenisonMinesCo $dnn $syh https://t.co/vUB1zcijn5" [X Link](https://x.com/Swedish_uranium/status/1990796130503045287) 2025-11-18T14:55Z [----] followers, [----] engagements "🚨 MAJOR DEAL FOR #URANIUM EXPLORER $SYH / $SYHBF 🚨 Skyharbour has just closed a transformational strategic transaction with Denison Mines ($DNN / $DML) forming FOUR joint ventures at the Russell Lake Project in the heart of the Athabasca Basin. Key takeaways 👇 🔹 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 🔹 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 "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 "🚨 $EFR / $UUUU just dropped a monster FS 🚨 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 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 "$UUUU is really going for rare earth dominance 🚨@Energy_Fuels to acquire Australian Strategic Materials to create new "mine-to-metal & alloy" rare earth champion 🚨 Read the full details in our most recent press release: https://t.co/Xx6dcwwZNL $UUUU $EFR #EnergyFuels #rareearths https://t.co/8MN5RvvyZi 🚨@Energy_Fuels to acquire Australian Strategic Materials to create new "mine-to-metal & alloy" rare earth champion 🚨 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 "Wow another strong set of drill results from Noble Plains #Uranium $NOBL As I often say to judge whether drill results are truly good calculate the grade-thickness (GT) and compare it to the industry-standard cutoff. For Wyoming roll-front uranium deposits a GT of [---] is typically used. Noble Plains just reported a GT of [----] in its best hole thats 36x the cutoff. Exceptional results in my opinion. (Disclosure: I have a commercial relationship with Noble Plains Uranium.) NEWS ALERT📣🚨 Noble Plains Uranium Delivers Highest-Grade Intercept to Date as Duck Creek Drilling Continues to Confirm" [X Link](https://x.com/Swedish_uranium/status/2014347464074051620) 2026-01-22T14:40Z [----] 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 "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, 29.6K 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 "Every #commodity investor should take a look at this #uranium chart published by $UEC. 🚀 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 "#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 "Great move by Noble Plains #Uranium $NOBL $NOBL.V Theyve just secured [----] historical drill holes of high-quality data at their Shirley Central Project in Wyoming data that would cost $6M+ and years to replicate today. Why this matters: - Instant geological upside without massive spending - Speeds up modeling and upcoming drill program - Fast track toward an NI 43-101 resource - Strategic location right next to Ur-Energy Inc.s ISR project (production planned 2026) - Bordered by Uranium Energy Corp. Even better Ur-Energy is now a shareholder validating the projects quality and potential. This" [X Link](https://x.com/Swedish_uranium/status/2019335486288916561) 2026-02-05T09:01Z [----] followers, [----] 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: 📉 [--]. 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. 🏦 [--]. 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 "I posted the below this morning about Noble Plains #Uranium $NOBL $NOBL.V but then comes another set of drill results from their other project. Now these are spectacular in my opinion. You don't often see grades 1% in the U.S. These new program-high intercepts alongside the consistency were seeing across the drilling show that Duck Creek is not only continuous but improving in quality. This is how a meaningful uranium asset takes shape said Drew Zimmerman CEO of Noble Plains Uranium. Compliant Resource this spring. (Disclosure: I have a commercial relationship with Noble Plains Uranium)" [X Link](https://x.com/Swedish_uranium/status/2019412789052297690) 2026-02-05T14:08Z [----] 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 "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 "The #silver drain is getting really crazy. March-April will be epic for equities imo as there will be huge issues with physical deliveries. 🏦COMEX SILVER DELIVERIES REPORT 🏦 🔥FEB SILVER DELIVERIES EXPLODE TO [----] MILLION OZ IN FIRST [--] DAYS 🔥 💥Another [---] Silver Delivery Notices Issued Monday ➡305 Notices Issued by Deutsche Bank ➡278 Notices Stopped by Stonex 🚨TOTAL Feb COMEX Silver Deliveries Rise to https://t.co/4q6WT0evf9 🏦COMEX SILVER DELIVERIES REPORT 🏦 🔥FEB SILVER DELIVERIES EXPLODE TO [----] MILLION OZ IN FIRST [--] DAYS 🔥 💥Another [---] Silver Delivery Notices Issued Monday ➡305" [X Link](https://x.com/Swedish_uranium/status/2021251364089721335) 2026-02-10T15:54Z [----] followers, [----] engagements "$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. 🎥 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 🎥 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 "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. https://twitter.com/i/web/status/2021261152508895490 https://twitter.com/i/web/status/2021261152508895490" [X Link](https://x.com/Swedish_uranium/status/2021261152508895490) 2026-02-10T16:33Z [----] followers, [----] engagements "Strong #uranium premarket with ETFs and equities looking very strong. $UUUU taking the lead rising 5%" [X Link](https://x.com/Swedish_uranium/status/2021587716270383333) 2026-02-11T14:10Z [----] 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 "Welcome to #Uranium Heaven ☢☁ Population: Every pound that #SPUT and $YCA can get their hands on. Spot pounds minding their business on the market Then suddenly: 💰 ATM opens 💰 Cash raised 💰 Bid hits 💰 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 "Today once again we have a strong #uranium premarket and once again $UUUU is taking the lead. Let's see if it holds" [X Link](https://x.com/Swedish_uranium/status/2021948248102154623) 2026-02-12T14:03Z [----] followers, [----] engagements "Noble Plains #Uranium hits 1.49% eUO in Wyoming $NOBL $NOBL.V 🚀🚀🚀 The company just wrapped a transformational drill program at its Duck Creek Project in Wyomings Powder River Basin and the results speak for themselves. - [---] holes drilled - 90% hit rate at +0.02% eUO - Multiple program-high grades incl. 1.49% eUO - Laterally continuous roll-front system - Ideally suited for ISR extraction - Footprint expanded [----] miles along trend This wasnt grassroots exploration it was disciplined conversion of historic mineralization into real compliant U.S. uranium pounds. With drilling complete Noble" [X Link](https://x.com/Swedish_uranium/status/2021952402165793064) 2026-02-12T14:19Z [----] followers, [----] engagements "@sanitzisf6k Definitive agreement now before there was only a Letter of Intent" [X Link](https://x.com/Swedish_uranium/status/2022292618030248283) 2026-02-13T12:51Z [----] 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/anyuser/status/2019787465687548276) 2026-02-06T14:57Z [----] followers, [----] engagements "The U.S. will need lots of more #nuclear energy. But where will all the #uranium come from #SPUT and $YCA send the spot supply to uranium heaven. Kazakhstan and Uzbekistan send most of their supply to Russia and China. China will take a stake in Bannerman. Cameco will enter an agreement with the Indians. What is the U.S. and the rest of the Western world actually doing to secure future supply Much talk but still no action. They need to invest in new mines and secure off-takes for their utilities. Will they wake up too late 🚨 Datacenters are now 7% of total U.S. power demand" [X Link](https://x.com/Swedish_uranium/status/2022773436058157108) 2026-02-14T20:42Z [----] followers, [----] engagements "@quakes99 Felt good to have $WUC as my biggest holding this week. #uranium" [X Link](https://x.com/Swedish_uranium/status/1969148813781712996) 2025-09-19T21:17Z [----] followers, [----] engagements "#uranium $WUC Colorado shines as a top #uranium jurisdiction With rich deposits in the Uravan Mineral Belt a long history of safe production and clear regulations its a prime spot for #mining. Low environmental impact and strong infrastructure make it ideal for powering clean https://t.co/L6lsmK9WwE Colorado shines as a top #uranium jurisdiction With rich deposits in the Uravan Mineral Belt a long history of safe production and clear regulations its a prime spot for #mining. Low environmental impact and strong infrastructure make it ideal for powering clean https://t.co/L6lsmK9WwE" [X Link](https://x.com/Swedish_uranium/status/1970498139795939691) 2025-09-23T14:39Z [----] followers, [----] engagements "$WUC is one of the few with a mine ready to produce #uranium ore. Will be a big winner on higher spot price since they can sell ore to $UUUU for processing at the White Mesa mill. Not very profitable at today's levels as they sell ore at a big discount but 100/lbs it's game-on. Colorado shines as a top #uranium jurisdiction With rich deposits in the Uravan Mineral Belt a long history of safe production and clear regulations its a prime spot for #mining. Low environmental impact and strong infrastructure make it ideal for powering clean https://t.co/L6lsmK9WwE Colorado shines as a top #uranium" [X Link](https://x.com/Swedish_uranium/status/1970501508174401570) 2025-09-23T14:52Z [----] followers, [----] engagements "🚀 #Uranium explorer Skyharbour Resources $SYH $SYHBF just dropped another major catalyst and the setup for [----] is looking explosive. Todays news confirms that Orano is stepping up in a big way at the Preston Project with an extensive exploration and drilling campaign: 🔸 Full-corridor AGG survey 🔸 Detailed ground gravity 🔸 [--------] metres of helicopter-supported drilling across FSAN Canoe Lake & Area B 🔸 Follow-up on multiple graphitic shear zones alteration systems and newly defined structural corridors This is exactly the kind of systematic high-quality exploration that leads to" [X Link](https://x.com/Swedish_uranium/status/1998428111256301855) 2025-12-09T16:22Z [----] 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 "Took a position in $SYH in the opening today great deal with $DNN today. Another deposit next to the Denison Wheeler River would be huge for SYH. #uranium Skyharbour Enters into Major Strategic Agreement with Denison Mines to Form Four New Joint Ventures at Russell Lake; Combined Project Consideration of up to $61.5 Million $syh $dnn #uranium https://t.co/yk6LNieJRP Skyharbour Enters into Major Strategic Agreement with Denison Mines to Form Four New Joint Ventures at Russell Lake; Combined Project Consideration of up to $61.5 Million $syh $dnn #uranium https://t.co/yk6LNieJRP" [X Link](https://x.com/Swedish_uranium/status/1990429592205533434) 2025-11-17T14:39Z [----] followers, [----] engagements "#Silver hitting $120 Miners have been lagging but should start catching up now. $AG $HL $PAAS" [X Link](https://x.com/Swedish_uranium/status/2016875244154232999) 2026-01-29T14:05Z [----] followers, [----] 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, 19.1K engagements "AI translation: By introducing a municipal veto against mining in alum shale the municipalities around Lake Storsjn will retain their right to say no to mining operations. This was the governments message at a press conference in stersund on Thursday. Plans to remove municipalities right to veto uranium mining have sparked massive criticism. The concerns of the municipalities around Lake Storsjn have been heard said Member of Parliament Saila Quicklund (Moderate Party) at the press conference which was also attended by the partys parliamentary leader Mattias Karlsson. On Thursday the" [X Link](https://x.com/Swedish_uranium/status/2019373201445302761) 2026-02-05T11:31Z [----] 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. 🚨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.🤔 https://t.co/QsNbWHkaua 🚨A key" [X Link](https://x.com/Swedish_uranium/status/2020182651366437187) 2026-02-07T17:07Z [----] followers, [----] engagements "#Uranium demand is going 🚀🚀🚀 Nuclear power output reached a new record high in [----] Reactor restarts in Japan higher generation in France and capacity additions in key markets like China & India helped drive this growth. And generation is set to continue rising steadily to [----] 👉 https://t.co/dDAAL4Edxc https://t.co/X05lulBYBi Nuclear power output reached a new record high in [----] Reactor restarts in Japan higher generation in France and capacity additions in key markets like China & India helped drive this growth. And generation is set to continue rising steadily to [----] 👉" [X Link](https://x.com/Swedish_uranium/status/2020618060525441250) 2026-02-08T21:57Z [----] followers, [----] engagements "Who will be follower #7000 👀 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 🔔" [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 👇" [X Link](https://x.com/Swedish_uranium/status/2021650774246535264) 2026-02-11T18:21Z [----] followers, 10.3K engagements "While #SPUT and $YCA send pounds to #uranium heaven $BMN will send them to the East. Western utilities should really start to worry. $BMN have signed a Strategic Financing with Leading Global Integrated Nuclear Utility CNNC ⚛ This attractive long-term development and operating joint venture delivers Etango construction funding fully market-priced offtake arrangements and strategic partnership. We look https://t.co/QlDzHVvQa1 $BMN have signed a Strategic Financing with Leading Global Integrated Nuclear Utility CNNC ⚛ This attractive long-term development and operating joint venture delivers" [X Link](https://x.com/Swedish_uranium/status/2021862543250403665) 2026-02-12T08:22Z [----] followers, [----] engagements "Skyharbour Resources Ltd. $SYH hits 11.77% UO over [---] m at its 100%-owned Moore #Uranium Project in the Athabasca Basin Main Maverick Zone (ML25-15): 4.84% UO over [---] m including 11.77% UO over [---] m at [---] m depth near the unconformity. These results continue to confirm the high-grade nature of the Maverick system and support ongoing geological modelling. New discovery Nomad Zone: Identified [---] km southwest of Maverick where initial drilling intersected intense faulting and strong hydrothermal alteration in sandstone and basement rocks. The scale of alteration and structure suggests a" [X Link](https://x.com/Swedish_uranium/status/2011434369827610820) 2026-01-14T13:44Z [----] followers, [----] 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, 13.6K engagements "There is no other place like #Athabasca for #uranium exploration. And no other junior controls land packages like Skyharbour $SYH with their [--] projects. Why would Denison $DNN $DML invest massively in an exploration company drilling just a few kilometers away from where they will build their new mine The answer is obvious. (Disclosure: I have a commercial relationship with Skyharbour Resources) Skyharbour CEO @JordanPTrimble presented at the @MetalsInvtForum in Vancouver outlining one of the largest uranium exploration portfolios in the Athabasca Basin supported by [---] million acres 43" [X Link](https://x.com/Swedish_uranium/status/2019346731700285675) 2026-02-05T09:45Z [----] followers, [----] engagements "2026 is shaping up to be a breakout year for Skyharbour Resources $SYH. With aggressive exploration planned across the Athabasca Basin and major programs advancing at Russell and Moore Lake the company is positioned for what could be a significant new #uranium discovery. Denison committing tens of millions into the JV speaks volumes about the geological potential here. (Disclosure: I have a commercial relationship with Skyharbour) Skyharbour is advancing several projects with over [-----] metres of combined drilling planned in [----] between Skyharbour and its partner companies ⚒ Alongside" [X Link](https://x.com/Swedish_uranium/status/2022334826141888882) 2026-02-13T15:39Z [----] followers, [----] engagements "Well said. #uranium The uranium supply deficit is the most obvious structural imbalance in commodities. The market knows it. The equities are screaming it. And the utilities who actually need to buy are still asleep at the wheel. The uranium supply deficit is the most obvious structural imbalance in commodities. The market knows it. The equities are screaming it. And the utilities who actually need to buy are still asleep at the wheel" [X Link](https://x.com/Swedish_uranium/status/2022788270053011707) 2026-02-14T21:41Z [----] followers, [----] engagements "Which #uranium companies can start production the coming years This table posted by @mineralstocks although not exhaustive is excellent as a guide. $WUC with 1.5M-2Mlbs by [----] and $AEC with a mill capacity of 3Mlbs should be added (but not sure how much they can actually produce). Also $UUUU and $ISO will have some mines online by [----]. The table is more like a best-case scenario but problems in supply chains lack of skilled workforce and all kinds of unexpected events like flooding and wildfires as well as technical problems will most probably cause delays. As you see we will have to wait" [X Link](https://x.com/anyuser/status/1756033942698815739) 2024-02-09T19:14Z [----] followers, 25.6K engagements "Great news $EU is now debt free #uranium enCore Energy Announces Full Conversion of US $20 Million Promissory Note; Zero Debt as Uranium Production Continues in South Texas $eu #uranium https://t.co/NgtXqQwcLD enCore Energy Announces Full Conversion of US $20 Million Promissory Note; Zero Debt as Uranium Production Continues in South Texas $eu #uranium https://t.co/NgtXqQwcLD" [X Link](https://x.com/anyuser/status/1757014988026184148) 2024-02-12T12:13Z [----] followers, [----] engagements "#Orano reporting lower #uranium production volumes for 2023:" [X Link](https://x.com/anyuser/status/1758408241862557821) 2024-02-16T08:29Z [----] followers, 36.8K engagements "Sweden moves forward on plans for new #nuclear reactors. First new reactor targeted to first half of 2030s. This of course adds to the future #uranium demand. https://www.di.se/live/vattenfall-gar-vidare-med-karnkraftsplaner/ https://www.di.se/live/vattenfall-gar-vidare-med-karnkraftsplaner/" [X Link](https://x.com/anyuser/status/1759513286112854502) 2024-02-19T09:40Z [----] followers, 10.9K engagements "I just had a look on the Encore $EU #uranium sales contracts. They have a quite different approach than Cameco $CCJ. Existing contracts are actually quite tied to the spot price and from 2025-2026 when volumes will increase they are unhedged to the greater part. By [----] they plan to reach [--] Mlbs while contracted sales that year is only for [------] lbs. There is a forth sales contract that was signed during [----] is a multi-year agreement commencing in [----]. It covers firm deliveries of [------] pounds of U308 with an option to acquire up to [------] pounds U308 under a two year extended term if" [X Link](https://x.com/anyuser/status/1759555121287995778) 2024-02-19T12:26Z [----] followers, 19.2K engagements "$EU expecting positive cash-flow by Q4. Might exceed production targets (3 Mlbs by [----] and [--] Mlbs by 2028). Not looking to sign more LT agreements at the moment since they expect #uranium prices will continue to rise. Thanks Lucijan for the great interview I had a great chat with @GoransonPaul CEO of @enCoreEnergy_EU . We talked about their operations and projects production plans sale agreements M&A recent news and much more. Watch here: https://t.co/IxXK9G3Y1W $eu $eu.v #uranium #nuclearenergy #ISR #mining #exploration I had a great chat with @GoransonPaul CEO of @enCoreEnergy_EU . We" [X Link](https://x.com/anyuser/status/1761004306365341810) 2024-02-23T12:25Z [----] followers, 10K engagements "In just a couple of years $EU will deliver about [---] of those drums full of #uranium per month Prices will probably be significantly higher but at an average price of [---] USD/lb that would mean a monthly income of $42.5M or $510M/year (current mcap $737M). Production costs will be among the lowest in the business and the best of all imo: no more dilution needed to get there. Give me any reason why it should not be at least a 10-bagger from here. 🛢Its an exciting day This is our first load a full one of yellowcake barrels leaving Rosita as we start fulfilling our contracts to the US" [X Link](https://x.com/anyuser/status/1766453836846108861) 2024-03-09T13:19Z [----] followers, 18.5K engagements "Did something just happen Suddenly Encore $EU and several other #uranium equities started moving upwards" [X Link](https://x.com/anyuser/status/1767551491890405794) 2024-03-12T14:01Z [----] followers, 15.3K engagements "Kazatomprom $KAP #uranium report out. This part indicates they may not even reach the decreased target for [----] uranium production very bullish for the uranium market imo:" [X Link](https://x.com/anyuser/status/1768548964008079426) 2024-03-15T08:05Z [----] followers, 19.1K engagements "Encore $EU is one of the few #uranium companies that does not need to raise any money they will instead be a cash-cow for many years to come. enCore Energy Provides Q1/24 ATM Sales Update; Suspends ATM Program $eu $eu.v #uranium https://t.co/n8DewPv247 enCore Energy Provides Q1/24 ATM Sales Update; Suspends ATM Program $eu $eu.v #uranium https://t.co/n8DewPv247" [X Link](https://x.com/anyuser/status/1775866419235770648) 2024-04-04T12:42Z [----] followers, [----] engagements "I try to keep learning and updating my #uranium investments continously. The more I learn about some companies the more risks I tend to discover that make me feel wary. I will comment below on $NXE $DNN $FCU $EU $ISO $WUC $AEC $FUU $SUU $CVV $OBRN and perhaps some more. There are so many lessons I have learnt during the latest about [--] years of investing in uranium companies. I did a lot of mistakes along the road and will keep doing so please do your own diligence. Anyway I hope you find it interesting what I have to share. Let us start with the exploration companies in the Athabasca. One" [X Link](https://x.com/anyuser/status/1779504774938837203) 2024-04-14T13:39Z [----] followers, 27.7K engagements "April [--] turns out to be an exciting day in the #uranium space with the $CCJ $CCO report and the meeting mentioned below. Ban on uranium from #Russia next week as well $EU $WUC $UUUU $UEC $AEC are all #US producers or near-term producers of uranium. Monday morning could be a great chance to add before we take off again. @consuminginfo More evidence that a US #Uranium ban on Russian imports is imminent - US Department of #Energy has scheduled a meeting with the #Nuclear Energy Institute (representing US Nuclear utilities and fuel buyers) on April 30th to explain process to be followed for" [X Link](https://x.com/Swedish_uranium/status/1784599633756389712) 2024-04-28T15:04Z [----] followers, 11.9K engagements "Time for my Sunday thoughts on the #uranium market. There are so many triggers: ban on uranium from #Russia with $2.7B #US financing entering the #nuclear sector overall shortage delays in #Kazakhstan production increase over-feeding and #Sput gobbling up the few available pounds on the spot market. All signs show that uranium will go to heaven and some uranium companies will be the stars on that heaven but unfortunately not all. Some will not reach further than the moon or Mars and there will also be those that stay here on earth. So how can you see the difference The most risky ones in my" [X Link](https://x.com/anyuser/status/1787095672975454666) 2024-05-05T12:23Z [----] followers, 11.4K engagements "Encore $EU my biggest #uranium holding is breaking out. And why shouldn't it Debt free cashed up ramping up cheap ISR production first mover advantage" [X Link](https://x.com/anyuser/status/1787498431398711607) 2024-05-06T15:03Z [----] followers, 11.7K engagements "Finally the #uranium flywheel is spinning again The uranium flywheel effect = Inflows in ETFs forced buying of uranium equities equities including $SPUT rise #SPUT ATM activates Buying on spot market Rising uranium price More ETF inflows rinse and repeat" [X Link](https://x.com/anyuser/status/1791484363223253434) 2024-05-17T15:02Z [----] followers, [----] engagements "Thinking a bit about these comments from Justin Huhn on #uranium one might ask what returns you can expect on your uranium investments. 2-3x 10-20x or more. I think most of the investors have a tendency to underestimate how low equities can go in a bear market but also how high they can go in a bull market. When there is competition about the available pounds the price of physical will have a huge run. When a big number of investors the Reddit crowd institional investors hedge funds etc. all want to get a part of the yellowcake most probably a bubble will be created just as we have seen in" [X Link](https://x.com/anyuser/status/1792134117280145598) 2024-05-19T10:04Z [----] followers, 48.2K engagements "Looks like we have an ATH in the $URNM #uranium ETF:" [X Link](https://x.com/anyuser/status/1792579133995630908) 2024-05-20T15:32Z [----] followers, 10.3K engagements "Looking forward to a great #uranium Tuesday. All the ETFs in green on the pre-market with $URNM and $URNJ both up 2%. The magic number for activation of the #SPUT ATM today is [-----] CAD. Canadian markets have some catching up to do" [X Link](https://x.com/anyuser/status/1792892349103710450) 2024-05-21T12:17Z [----] followers, 16.3K engagements "#SPUT at a premium all day and at high volumes many million $$$$$ raised today for stacking more #uranium pounds. Looking forward to a great #uranium Tuesday. All the ETFs in green on the pre-market with $URNM and $URNJ both up 2%. The magic number for activation of the #SPUT ATM today is [-----] CAD. Canadian markets have some catching up to do. https://t.co/o3S8ku9jhZ Looking forward to a great #uranium Tuesday. All the ETFs in green on the pre-market with $URNM and $URNJ both up 2%. The magic number for activation of the #SPUT ATM today is [-----] CAD. Canadian markets have some catching up to" [X Link](https://x.com/anyuser/status/1793007422329553391) 2024-05-21T19:54Z [----] followers, 12.7K engagements "Here are three top picks in the #uranium space currently: I think you should look at proved #US producers ramping up or soon to start up production. Looking at valuations $UUUU $EU and $WUC are all cheap in my opinion. All three are already mining and a long way before the herd. UUUU has a mcap of $1.1B with several mines and a mill. Can produce [--] Mlbs/year short-term and long-term much more. Add to this that they will buy ore from WUC and do toll milling for ISO. Then you have the rare earths kicking in in a couple of years. EU is already producing cheap ISR and their second production" [X Link](https://x.com/anyuser/status/1795545082398949634) 2024-05-28T19:58Z [----] followers, 11.4K engagements "I have no idea how many times I have seen #uranium equities dip just like the two last weeks probably more than [--] times. Not worried at all because uranium must reach an incentive price north of $100 for any significant new production to come online. And if we dont see a huge upswing in uranium production nuclear plants will have to shut down and lights will go out. Which of course is not an option so this is nothing but some short-term noise. The only problem is for companies that will need to raise money at lower levels causing more dilution so it is preferable to own companies who are not" [X Link](https://x.com/anyuser/status/1800601177408651408) 2024-06-11T18:49Z [----] followers, 15.3K engagements "My thoughts about $FCU being taken over by Paladin: FCU has one of the best #uranium deposits in the world shallow high grade with expansion potential. I owned it during many years since soon after the initial discovery but I am out since a couple of years. There was a bid from Denison that the shareholders turned down because we thought the FCU deposit was better than the DNN deposit which by now most understand was a huge mistake. The FCU share price hit around [----] CAD some [--] years ago and we still haven't reached it. What happened then was huge dilutions because of the expensive drilling" [X Link](https://x.com/anyuser/status/1806062174764216457) 2024-06-26T20:29Z [----] followers, 13.5K engagements "Hey #uranium Twitter I am starting a project to calculate future possible mcaps of uranium companies to see where we can find the multi-baggers in a scenario where uranium prices reach $200 in a couple of years. I need your input though as I dont have all the numbers especially when it comes to taxes so I just put the number 25% as an example. I do it in a simple Excel sheet any input is welcome as to which numbers need to be adjusted or what posts must be added to get an overall picture. It does not have to be completely accurate but I want to use it as a help to find undervalued companies." [X Link](https://x.com/anyuser/status/1807085305201037770) 2024-06-29T16:14Z [----] followers, 31.4K engagements "So the $KAP [----] guidance is out. and it is extremely bullish for #uranium investors better than I had expected. This is the important part which means 16-18% less production for next year than previous guidance. Having in mind the insecurities regarding sulfuric acid supply and construction works I think they may have to adjust that number even lower. I expect this to be the signal to the utilities that they can no longer rely on Kazakhstan increasing their supply enough to cover future demand nor are those pounds any cheaper than other tier-1 jurisdictions. The time is here to start up" [X Link](https://x.com/anyuser/status/1826869574773453166) 2024-08-23T06:30Z [----] followers, 11.4K engagements "The updated $KAP guidance was exactly the trigger the #uranium market needed. It was already in imbalance but now it is obvious to everybody. I actually believe things will get really wild this autumn with a fast spinning flywheel moving equities much higher and the spot price all the way to $200. I know it may sound over-optimistic but I was here and remember how fast the price ran to $135 in [----] without having a situation of real deficit. Now we are in a situation of real deficit and with SPUT and social media speeding things up. An interesting question here is are there any uranium" [X Link](https://x.com/anyuser/status/1827372235792769373) 2024-08-24T15:47Z [----] followers, [----] engagements "I just listened to the interview with #Putin in Russian. As I understand the language and know the culture quite well this is what I think about todays statement about potentially restricting export of #uranium: Putin said it in a seemingly humble tone like "maybe we should think about reviewing if we should restrict the sales of uranium etc. I am not saying that we must but we should look at it and if it doesn't harm us we can do it." He instructed the government to have a meeting about it. Listening to his words it may not seem so clear but if you know the culture it is quite clear. The" [X Link](https://x.com/anyuser/status/1833966550648271317) 2024-09-11T20:31Z [----] followers, 29.1K engagements "Next week #uranium will go bonkers. @Microsoft getting their own #nuclear reactor is huge but only the beginning other Big Tech companies will follow. The publicity will make new investors enter the sector among them some big funds. #SPUT now only at a 4% discount to NAV my guess is by Monday or Tuesday the ATM will be activated and that we will see a new period of buying on the spot market with a flywheel effect we haven't seen for quite some time. Just my opinion please do your own DD. Boom💥 Today @CNBCFastMoney spent an amazing [--] minutes discussing surging #Nuclear utilities & #Uranium" [X Link](https://x.com/anyuser/status/1837500201231069603) 2024-09-21T14:32Z [----] followers, 20.2K engagements "Time for a new #uranium week and this will be an exciting one following great news and a lot of media attention the last days. Premarket is shiny green with $UEC taking the lead climbing 3%. The magic number for activation of the #SPUT ATM today is [-----] CAD. Can we reach it today or later this week to get the flywheel started" [X Link](https://x.com/anyuser/status/1838193535285178513) 2024-09-23T12:27Z [----] followers, [----] engagements "#SPUT is getting close to activating the ATM and start buying on the #uranium spot market. [--] cents to go. Time for a new #uranium week and this will be an exciting one following great news and a lot of media attention the last days. Premarket is shiny green with $UEC taking the lead climbing 3%. The magic number for activation of the #SPUT ATM today is [-----] CAD. Can we reach it https://t.co/hJwsSpNsfN Time for a new #uranium week and this will be an exciting one following great news and a lot of media attention the last days. Premarket is shiny green with $UEC taking the lead climbing 3%." [X Link](https://x.com/anyuser/status/1838216882714738979) 2024-09-23T14:00Z [----] followers, 11.8K engagements "Several automatic halts due to $URNM buying #uranium equities like crazy the last minute. $GXU closing 78% up" [X Link](https://x.com/anyuser/status/1840852798784577722) 2024-09-30T20:34Z [----] followers, 24.6K engagements "#Uranium ETFs and equities on fire at the premarket after #Google $GOOG plans to follow #Microsoft $MSFT and look for #nuclear energy to power their data centers. Today I think we will see #SPUT raise some big money to get the spot market moving again. The magic numbers for activation of the ATM are as follows:" [X Link](https://x.com/anyuser/status/1841817567100281048) 2024-10-03T12:28Z [----] followers, [----] engagements "Here we go the #SPUT ATM is alive #uranium #Uranium ETFs and equities on fire at the premarket after #Google $GOOG plans to follow #Microsoft $MSFT and look for #nuclear energy to power their data centers. Today I think we will see #SPUT raise some big money to get the spot market moving again. The magic numbers for https://t.co/ASsF4uUESC #Uranium ETFs and equities on fire at the premarket after #Google $GOOG plans to follow #Microsoft $MSFT and look for #nuclear energy to power their data centers. Today I think we will see #SPUT raise some big money to get the spot market moving again. The" [X Link](https://x.com/anyuser/status/1841845715011616913) 2024-10-03T14:20Z [----] followers, [----] engagements "Huge things going on between #China and #Kazakhstan in the #uranium space. 50% or more of $KAP's assets go to China while Western utilities keep sleeping: https://www.kazatomprom.kz/en/media/view/notice_of_extraordinary_general_meeting_of_shareholder_of_kazatomprom https://www.kazatomprom.kz/en/media/view/notice_of_extraordinary_general_meeting_of_shareholder_of_kazatomprom" [X Link](https://x.com/anyuser/status/1846088393588896174) 2024-10-15T07:19Z [----] followers, 12.5K engagements "Time for a new #uranium day with premarket going #nuclear. Seems like new investors are entering the space perhaps due to all the Big Tech news. #SPUT should also get a boost today the magic numbers for ATM activation are [-----] USD/28.19 CAD" [X Link](https://x.com/anyuser/status/1846542179667230968) 2024-10-16T13:22Z [----] followers, 10.1K engagements "The #SPUT ATM is now open let's get that flywheel spinning My guess is a huge amount of cash will be raised today to buy #uranium on the spot market. Time for a new #uranium day with premarket going #nuclear. Seems like new investors are entering the space perhaps due to all the Big Tech news. #SPUT should also get a boost today the magic numbers for ATM activation are [-----] USD/28.19 CAD. https://t.co/AgkGk72Bs3 Time for a new #uranium day with premarket going #nuclear. Seems like new investors are entering the space perhaps due to all the Big Tech news. #SPUT should also get a boost today" [X Link](https://x.com/anyuser/status/1846556835580465603) 2024-10-16T14:20Z [----] followers, 10.2K engagements "#Uranium premarket already open and everything is shiny green. What we see now is a worldwide race towards #nuclear with governments and Big Tech finally understanding they will need it to ensure their energy needs for the #AI boom. This is just the beginning of a trend that will continue for many years. Here some thoughts about what to expect the coming weeks and months: With the entrance of Big Tech in the nuclear sector I think we will see a big shift. Within just a few weeks we have seen Microsoft Google and Amazon all going for nuclear. These guys are very smart and want things to happen" [X Link](https://x.com/anyuser/status/1846838691064394204) 2024-10-17T09:00Z [----] followers, [----] engagements "#SPUT making a big move not too far away from gobbling #uranium again. The magic number today is [-----] CAD" [X Link](https://x.com/anyuser/status/1856425203636510906) 2024-11-12T19:53Z [----] followers, [----] engagements "Big #uranium news from #Russia: https://www.interfax-russia.ru/main/pravitelstvo-rf-vvelo-vremennye-ogranicheniya-na-eksport-obogashchennogo-urana-v-ssha https://www.interfax-russia.ru/main/pravitelstvo-rf-vvelo-vremennye-ogranicheniya-na-eksport-obogashchennogo-urana-v-ssha" [X Link](https://x.com/anyuser/status/1857440032249848176) 2024-11-15T15:06Z [----] followers, [----] engagements "The conversion price going nuts the price of U3O8 is next as John very well explains in his posts. We all know it must come it is just a question of time. All those new conversion contracts will need U3O8 feed. But the amount of mined #uranium above ground is scarce so prices have to take off to incentivize new supply. A long uranium bull cycle is about to begin. How to get the most torque out of it It is not easy to predict which companies will go best so a basket of companies is to recommend. I would divide them into [--] groups: 1) What we have seen lately is that bigger companies with low" [X Link](https://x.com/anyuser/status/1863214860005237108) 2024-12-01T13:33Z [----] followers, 10.3K engagements "Some Sunday thoughts on the #uranium market and why I think we will see $500/lb. I expect violent moves upwards in the uranium price. Uranium is unique compared to other commodities like #oil and #gas. When the oil price is too high demand falls same with gas and other alternatives are sought at least for some applications. Rising oil prices also have a big impact on the global economy and can cause a recession thereby lowering the demand. With uranium things are very different as the fuel is a very low part of the cost of a nuclear plant. The uranium price can go to [---] USD/lb without that" [X Link](https://x.com/anyuser/status/1875989673199243750) 2025-01-05T19:36Z [----] followers, 10.5K engagements "I have a strange feeling that the turnaround in the #uranium sector is here. Signals from Kazakhstan that they will not be able to ramp up production going forward is what leads it. When the wannabe producers in the West also realize that uranium mining is hard and new projects will require much more time than expected is when the panic will set in among utilities" [X Link](https://x.com/anyuser/status/1880289046099882287) 2025-01-17T16:20Z [----] followers, [----] engagements "#Nuclear stocks like $OKLO $SMR and $LEU going wild today is a tell. It tells you #uranium stocks are next. There is a looming structural uranium deficit without any SMR being built at all. At the current uranium price there will not be enough uranium to fuel all the big reactors currently constructed and being built. It must be well over $100 to incentivize green field projects. And even then it takes many years to get new project online. If we now add to this a coming SMR revolution it will not take long before uranium shares go nuts. I was looking at Oklo last summer when it was trading at" [X Link](https://x.com/anyuser/status/1887997797028229518) 2025-02-07T22:52Z [----] followers, [----] engagements "Here is my weekend #uranium comment: What happened the last months was it #DeepSeek potential downblending of #nuclear weapons or something else that drove down the uranium price as well as uranium equities I think the truth is quite simple. The fundamentals that is the supply/demand picture for uranium has not changed much. It continues to be the best seen in decades. DeepSeek may have shown AI can be more energy effecient but that is not expected to have any particular effect on future nuclear demand. Downblending of nuclear weapons would be nice but still very early talks and I don't" [X Link](https://x.com/anyuser/status/1890770943774998705) 2025-02-15T14:31Z [----] followers, 14.4K engagements "Not worried at all about the fall in #uranium shares due to market turbulence. It all will only lead to even higher prices going forward. The lower the share prices and the uranium price the harder it gets to finance new projects and the more reluctant unhedged producers will be to sell any uranium or ramp up any production. Exploration will be almost impossible who wants to issue new shares now and dilute at these levels All this just leads to more delays and less uranium available as the demand picks up" [X Link](https://x.com/anyuser/status/1899202578313007347) 2025-03-10T20:55Z [----] followers, 10.4K engagements "Extremely bullish news for #uranium. Not to mention that building a mine a huge mill an airport etc. most probably will take years longer than expected. For each year the Rook [--] project is delayed 29M lbs the market had counted on will be lost. $NXE https://www.newswire.ca/news-releases/nexgen-receives-cnsc-commission-hearing-dates-for-the-rook-i-project-896607069.html https://www.newswire.ca/news-releases/nexgen-receives-cnsc-commission-hearing-dates-for-the-rook-i-project-896607069.html" [X Link](https://x.com/anyuser/status/1899720010769019016) 2025-03-12T07:12Z [----] followers, [----] engagements "The #uranium spot price starting to move Spot #uranium price is up $0.75. Reported by @UraniumMarkets https://t.co/XkKpY8fkL7 Spot #uranium price is up $0.75. Reported by @UraniumMarkets https://t.co/XkKpY8fkL7" [X Link](https://x.com/anyuser/status/1902095633424461967) 2025-03-18T20:31Z [----] followers, [----] engagements "This is just the beginning there is no other commodity like #uranium. It is such a thin market and when it moves it moves extremely fast. The perfect storm is coming with $KAP not being able to increase production anymore $NXE Rook [--] being delayed by permitting practically all restarted and new production being delayed and less than expected nuclear expansion worldwide SMR revolution AI with huge energy needs overfeeding utilities with low inventories just to mention a few triggers. The big question utilities and even governments should start asking themselves is: Where will all the uranium" [X Link](https://x.com/anyuser/status/1902478894126506328) 2025-03-19T21:54Z [----] followers, [----] engagements "Friday June [--] will be a wild day for the #uranium market. #SPUT will have $200M to spend and it is also the day for $URNJ rebalancing" [X Link](https://x.com/anyuser/status/1935012208406057228) 2025-06-17T16:30Z [----] followers, [----] engagements "1 ) Why would Canaccord enter a deal with #SPUT to spend $200M on physical #uranium and what does this mean for our investments going forward First of all read this article to get a good summary and below in this thread you will find some of my thoughts. https://www.ainvest.com/news/sprott-200m-uranium-bet-institutional-capital-fueling-nuclear-renaissance-2506/utm_source=chatgpt.com https://www.ainvest.com/news/sprott-200m-uranium-bet-institutional-capital-fueling-nuclear-renaissance-2506/utm_source=chatgpt.com" [X Link](https://x.com/anyuser/status/1936441833862910104) 2025-06-21T15:11Z [----] followers, 15.7K engagements "This is what will happen to #uranium when a few Western utilities don't get their RFPs filled. But where will all the uranium come from Tier-1 is practically sold out until early 2030s. The $GLO Dasa project and a few other African projects should be next. UEC and a few other US restarts will also add some pounds but after that things will start to be really complicated. BREAKING NEWS THE EUROPEAN UNION PLANS TO STOCKPILE CRITICAL MINERALS AS A PRECAUTION AGAINST POTENTIAL SUPPLY DISRUPTIONS DUE TO GEOPOLITICAL TENSION There it is. The rush is starting. BREAKING NEWS THE EUROPEAN UNION PLANS" [X Link](https://x.com/anyuser/status/1941561271532364049) 2025-07-05T18:14Z [----] followers, 14.9K engagements "In practically every #uranium experts interview I listen to lately they say the same: This autumn is when the uranium market really will take off. Utilities will start contracting in scale and the spot price will be over $100 by year end. Will we finally reach the tipping pointIncentive prices must come in the not too distant future or the lights will go out. 💥#BoomAlert💥 Scott Melbye @UraniumRoyalty to our own @JamesConnor1999 from @BloorStreetCap : "2025 Will Be An EPIC Year for #Nuclear Energy and #Uranium " 👀 👀 👀 🚀 https://t.co/gsoSs26YQZ https://t.co/E1ijX1twiO 💥#BoomAlert💥 Scott" [X Link](https://x.com/anyuser/status/1943687491250270516) 2025-07-11T15:03Z [----] followers, [----] engagements "Wow the EU will buy #nuclear fuel from the US. Where will all the #uranium come from when the US currently imports some 99% of their needs US near-term producers like $AEC and $WUC should benefit hugely also explorers with great projects like $M.CN / $RSH. Of course all current producers and lots of other developers / explorers as well. https://www.reuters.com/business/autos-transportation/key-elements-eu-us-trade-deal-agreed-sunday-2025-07-27/utm_source=chatgpt.com" [X Link](https://x.com/anyuser/status/1949578569577013610) 2025-07-27T21:12Z [----] followers, 14.2K engagements "This is extremely huge news for the #uranium market going forward. We will see prices 200/lb imo. If $CCJ cannot find skilled labor what will happen to $NXE and $DNN NXE has to build the biggest mill in the world a deep mine plus an airport and all other infrastructure needed. Big delays and a huge supply chock coming up. Cameco identified limited access to skilled labor as one of several risks that have contributed to delays at the McArthur River mine. This statement means so much more than the market understands. Cameco identified limited access to skilled labor as one of several risks that" [X Link](https://x.com/anyuser/status/1961735480665366775) 2025-08-30T10:19Z [----] followers, 33.2K engagements "$CCJ $KAP $NXE $DNN $PDN $UEC etc. not being able to produce as much #uranium as expected is the Cigar Lake moment of this cycle. This overall inability to produce the forecasted pounds on the promised schedule will add up to even more lost pounds than the Cigar Lake flooding. And this time around there is already a structural deficit without these production issues happening. Recent production announcements from CCJ and KAP was the start of the next upleg imo. The World Nuclear Symposium September 3-5 will probably help fuel buyers to understand the gravity of the situation. They used to" [X Link](https://x.com/anyuser/status/1961807215125307804) 2025-08-30T15:04Z [----] followers, 33.5K engagements "The last #uranium bull market had its Cigar Lake moment. This time around a combination of factors sets the stage for an even bigger moment: Cameco and Kazatomprom production issues those two and #SPUT buying on the spot market worldwide #nuclear revival nuclear plant extensions bifurcation of world supply low inventories at utilities forcing replacement rate contracting almost two decades of underinvesting in exploration and development The list can be much longer this autumn is the start of a perfect storm that will last for several years I have never seen anything like this in any" [X Link](https://x.com/anyuser/status/1962567353704525987) 2025-09-01T17:24Z [----] followers, 20.6K 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/anyuser/status/1967838699145863195) 2025-09-16T06:31Z [----] followers, 16.5K engagements "We saw a FOMO Friday in #uranium yesterday and it really seems we have reached the expected tipping point. A bit overhang on the spot market but the volumes now entering in #SPUT through the ETFs together with buying from utilites and other funds will wipe that out and we will see prices north of 100/lb much sooner than most expect. Which companies will give you the best torque for this bull market that has just started Here are my current top picks for high torque: $WUC is already selling ore to $UUUU and will see some revenue starting this month. $URNM buying to continue up until the end of" [X Link](https://x.com/anyuser/status/1969394496983941264) 2025-09-20T13:33Z [----] followers, 30.9K engagements "This will happen in #uranium 👇. I have waited patiently almost [--] years for this moment to come. This will be epic. Big money entering the sector means more and more pounds will be bought by #SPUT hedge funds etc. Utilities will also be forced to start contracting at replacement rates. Additionally uranium companies will have to buy at the spot market as they have problems to meet their contractual obligations. The flywheel spinning at full speed will move ETFs SPUT equities and the uranium price in a way we have never seen before. Non-consensus Uranium view: As much as I've been an" [X Link](https://x.com/anyuser/status/1969415880833417217) 2025-09-20T14:58Z [----] followers, 14.8K engagements "Wow the #uranium price runs $3.00 in one day. Spot #uranium price is up +$3.00 🔥today and it is $81.25.🚀 Just reported by @UraniumMarkets https://t.co/4FLqiHY6Cs Spot #uranium price is up +$3.00 🔥today and it is $81.25.🚀 Just reported by @UraniumMarkets https://t.co/4FLqiHY6Cs" [X Link](https://x.com/anyuser/status/1970582348413776338) 2025-09-23T20:13Z [----] followers, [----] engagements "$URNM #uranium ETF rebalancing has been prepared a couple of weeks by their market makers. Lead to a cap on $DML $NXE $UUUU and a few more big ones. Good for the smaller mcap companies like $WUC $GLO $AEC and $LAM as funds from the big ones enter those. After September [--] you can expect a change as the bigger companies will again be moved by the ETFs without caps. The smaller ones will again be volatile but I still am not sure they will fall that much this time after the rebalancing is over enen though it is possible we see a dip. It depends much on the spot price if that keeps moving upwards" [X Link](https://x.com/anyuser/status/1972426278893465627) 2025-09-28T22:20Z [----] followers, [----] engagements "If you are a #uranium investor you should keep track of the three big uranium ETFs: $URA $URNM and $URNJ. Below are a few things Ive learned over the years that have been valuable to me. Please feel free to follow me and help me get past [----] followers if you like this kind of post. First of all here are the timings and requirements for inclusion in the three ETFs: In March and September $URNM accepts new inclusions with a minimum market cap of $40M (free float not required). In June and December $URNJ can include companies that reach a free-float market cap of $30M. $URA adds or removes" [X Link](https://x.com/anyuser/status/1974941074033439206) 2025-10-05T20:53Z [----] followers, [----] engagements "$UUUU making a big move on the premarket after news about completed financing after close on Friday. #uranium 🚀🚀🚀" [X Link](https://x.com/anyuser/status/1975113232458330509) 2025-10-06T08:17Z [----] 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 "🚀 $UUUU just keeps delivering. Up +417% in [--] months and still climbing pre-market today. 🔥 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 🚀 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 "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 "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 "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 "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 "$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 here👇 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. ⚛🔋 [--] 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/anyuser/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 "#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 "#Uranium investors only need to dedicate [--] minutes to get an idea about why Skyharbour $SYH will have a very exciting [----]. Listen as Corporate Communications Manager Nick Coltura discusses Skyharbours recent news flow their huge Athabasca properties their hybrid model recent high-grade results and upcoming plans. (Disclosure: I have a commercial relationship with $SYH) https://www.youtube.com/watchv=CzUrdt6c3nw https://www.youtube.com/watchv=CzUrdt6c3nw" [X Link](https://x.com/Swedish_uranium/status/2014012977473609974) 2026-01-21T16:31Z [----] followers, [----] engagements "2026 will be a very aggressive and ambitious year for Skyharbour Resources $SYH. In my view the chances are strong that they could make the next major #uranium discovery in the Athabasca Basin. Theres a reason Denison is investing tens of millions into their joint venture. (Disclosure: I have a commercial relationship with Skyharbour) Skyharbour is entering [----] with strong momentum and an aggressive exploration program across the Athabasca Basin⚒ We have outlined plans for more than [-----] metres of drilling at the Russell Lake Joint Venture with Denison Mines alongside an [----] to [-----] metre" [X Link](https://x.com/Swedish_uranium/status/2016563964499439949) 2026-01-28T17:28Z [----] followers, [----] engagements "$FSY #uranium Norasas [--] key assets - Valencia project - Namibplaas project Located in Namibia these projects will play a key role in #uranium supply for a sustainable future. Learn more: https://t.co/iA96scRFKg $FSY #Mining #Exploration #Drilling #Nuclear #Investing https://t.co/97IYFgSOgQ Norasas [--] key assets - Valencia project - Namibplaas project Located in Namibia these projects will play a key role in #uranium supply for a sustainable future. Learn more: https://t.co/iA96scRFKg $FSY #Mining #Exploration #Drilling #Nuclear #Investing https://t.co/97IYFgSOgQ" [X Link](https://x.com/Swedish_uranium/status/1881365423972929854) 2025-01-20T15:37Z [----] followers, [----] engagements "The #US sanctions #Rosatom CEO #uranium https://www.state.gov/office-of-the-spokesperson/releases/2025/01/sanctions-to-degrade-russias-energy-sector https://www.state.gov/office-of-the-spokesperson/releases/2025/01/sanctions-to-degrade-russias-energy-sector" [X Link](https://x.com/Swedish_uranium/status/1877813534647529846) 2025-01-10T20:23Z [----] followers, 15.1K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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.
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Social Influence
Social category influence finance 44.52% countries 14.38% stocks 6.85% technology brands 4.11% travel destinations 1.37% social networks 1.37%
Social topic influence $uuuu #52, market 17.12%, silver 8.9%, $dnn #16, $syh #1, china #3212, strong 7.53%, all the #3244, $wuc #2, $eu 6.85%
Top accounts mentioned or mentioned by @sanitzisf6k @uraniummarkets @quakes99 @phuketpotato @cxuasx @omro1975 @sprott @skyharboursyh @denisonminesco @energyfuels @urenergy @nobluranium @j2metals @jordanptrimble @metalsinvtforum @mineralstocks @goransonpaul @encoreenergyeu @lewi @consuminginfo
Top assets mentioned Energy Fuels Inc. (UUUU) Denison Mines Corp (DNN) NexGen Energy Ltd. (NXE) Cameco Corporation (CCJ) Noble Corporation (NE) Uranium Energy Corp. (UEC) IsoPlexis Corporation (ISO) Microsoft Corp. (MSFT) Eaton Vance Senior Floating-Rate Fund (EFR)
Top Social Posts
Top posts by engagements in the last [--] hours
"U.S. import reliance on critical minerals is extreme and near the top sits #fluorspar. Fluorspar is essential for: Enrichment of #uranium nuclear fuel Lithium-ion batteries Semiconductors powering AI There is no real substitute in these industries and demand is accelerating. Yet supply remains heavily concentrated in China while the West is only now waking up to how strategic fluorspar really is. Rebuilding domestic U.S. supply is rapidly becoming a national priority. Thats where companies like CleanTech $CTV.V come in positioning to restore North American fluorspar production with"
X Link 2026-02-13T15:31Z [----] followers, [----] engagements
"🚨 Major consolidation move in U.S. #uranium 🚨 Myriad Uranium Corp. $M.CN $M is acquiring Rush Rare Metals Corp. $RSH $RSH.CN to unify 100% ownership of the Copper Mountain Uranium Project in Wyoming. This is a clear value unlock. - Removes split-ownership discount - Simplifies decision-making & development - Improves capital efficiency - Makes Copper Mountain easier to value Rush shareholders will also receive shares in Rush Spinco which will hold the highly prospective Boxi property where historical sampling returned values up to 26.9% niobium and 11.9% uranium. (Disclosure: I have a"
X Link 2026-02-13T12:28Z [----] followers, [----] engagements
"#SPUT has already bought [----] Mlbs #uranium during [----] and has enough cash to buy about [--] Mlbs more. My guess is that by the end of March they will have bought the full [--] Mlbs. Then we enter unchartered territory where I do think the guys at Sprott have a plan. Interesting months ahead. #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.04% discount to NAV 50k lbs purchased No trusts issued = no $ raised $178.6m in cash https://t.co/QK0lrkCxis #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.04% discount to NAV 50k lbs purchased No trusts issued = no $ raised"
X Link 2026-02-14T10:41Z [----] followers, [----] engagements
"@quakes99 $WUC for once topping the table 😉. But the biggest winner today was $OBRN with 75%"
X Link 2025-08-29T20:36Z [----] followers, [---] engagements
"$OBRN trading on a consolidated basis from today with [--] times less shares and also a new name: New Earth Resources Corp. Not much communication from management but you get a former producing #uranium mine a Saskatchewan uranium exploration project and a rare earth exploration project in Quebec for less than $1M. I keep this as a lottery ticket will see if they do some work on their uranium project once prices takes off. https://finance.yahoo.com/news/oberon-uranium-announces-share-consolidation-203000457.html"
X Link 2025-09-22T14:35Z [----] followers, [----] engagements
"#uranium $DNN $SYH Denison Mines & Skyharbour in $61.5M Mega-Deal Next to Phoenix Major #Uranium Discovery Coming @Skyharbour_SYH @DenisonMinesCo $dnn $syh https://t.co/vUB1zcijn5 Denison Mines & Skyharbour in $61.5M Mega-Deal Next to Phoenix Major #Uranium Discovery Coming @Skyharbour_SYH @DenisonMinesCo $dnn $syh https://t.co/vUB1zcijn5"
X Link 2025-11-18T14:55Z [----] followers, [----] engagements
"🚨 MAJOR DEAL FOR #URANIUM EXPLORER $SYH / $SYHBF 🚨 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 👇 🔹 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 🔹 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
"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
"🚨 $EFR / $UUUU just dropped a monster FS 🚨 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 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
"$UUUU is really going for rare earth dominance 🚨@Energy_Fuels to acquire Australian Strategic Materials to create new "mine-to-metal & alloy" rare earth champion 🚨 Read the full details in our most recent press release: https://t.co/Xx6dcwwZNL $UUUU $EFR #EnergyFuels #rareearths https://t.co/8MN5RvvyZi 🚨@Energy_Fuels to acquire Australian Strategic Materials to create new "mine-to-metal & alloy" rare earth champion 🚨 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
"Wow another strong set of drill results from Noble Plains #Uranium $NOBL As I often say to judge whether drill results are truly good calculate the grade-thickness (GT) and compare it to the industry-standard cutoff. For Wyoming roll-front uranium deposits a GT of [---] is typically used. Noble Plains just reported a GT of [----] in its best hole thats 36x the cutoff. Exceptional results in my opinion. (Disclosure: I have a commercial relationship with Noble Plains Uranium.) NEWS ALERT📣🚨 Noble Plains Uranium Delivers Highest-Grade Intercept to Date as Duck Creek Drilling Continues to Confirm"
X Link 2026-01-22T14:40Z [----] 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
"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, 29.6K 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
"Every #commodity investor should take a look at this #uranium chart published by $UEC. 🚀 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
"#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
"Great move by Noble Plains #Uranium $NOBL $NOBL.V Theyve just secured [----] historical drill holes of high-quality data at their Shirley Central Project in Wyoming data that would cost $6M+ and years to replicate today. Why this matters: - Instant geological upside without massive spending - Speeds up modeling and upcoming drill program - Fast track toward an NI 43-101 resource - Strategic location right next to Ur-Energy Inc.s ISR project (production planned 2026) - Bordered by Uranium Energy Corp. Even better Ur-Energy is now a shareholder validating the projects quality and potential. This"
X Link 2026-02-05T09:01Z [----] followers, [----] 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: 📉 [--]. 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. 🏦 [--]. Multiple exchange listings Noble Plains is listed on more than one"
X Link 2026-02-05T10:29Z [----] followers, [---] engagements
"I posted the below this morning about Noble Plains #Uranium $NOBL $NOBL.V but then comes another set of drill results from their other project. Now these are spectacular in my opinion. You don't often see grades 1% in the U.S. These new program-high intercepts alongside the consistency were seeing across the drilling show that Duck Creek is not only continuous but improving in quality. This is how a meaningful uranium asset takes shape said Drew Zimmerman CEO of Noble Plains Uranium. Compliant Resource this spring. (Disclosure: I have a commercial relationship with Noble Plains Uranium)"
X Link 2026-02-05T14:08Z [----] 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
"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
"The #silver drain is getting really crazy. March-April will be epic for equities imo as there will be huge issues with physical deliveries. 🏦COMEX SILVER DELIVERIES REPORT 🏦 🔥FEB SILVER DELIVERIES EXPLODE TO [----] MILLION OZ IN FIRST [--] DAYS 🔥 💥Another [---] Silver Delivery Notices Issued Monday ➡305 Notices Issued by Deutsche Bank ➡278 Notices Stopped by Stonex 🚨TOTAL Feb COMEX Silver Deliveries Rise to https://t.co/4q6WT0evf9 🏦COMEX SILVER DELIVERIES REPORT 🏦 🔥FEB SILVER DELIVERIES EXPLODE TO [----] MILLION OZ IN FIRST [--] DAYS 🔥 💥Another [---] Silver Delivery Notices Issued Monday ➡305"
X Link 2026-02-10T15:54Z [----] followers, [----] engagements
"$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. 🎥 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 🎥 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
"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. https://twitter.com/i/web/status/2021261152508895490 https://twitter.com/i/web/status/2021261152508895490"
X Link 2026-02-10T16:33Z [----] followers, [----] engagements
"Strong #uranium premarket with ETFs and equities looking very strong. $UUUU taking the lead rising 5%"
X Link 2026-02-11T14:10Z [----] 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
"Welcome to #Uranium Heaven ☢☁ Population: Every pound that #SPUT and $YCA can get their hands on. Spot pounds minding their business on the market Then suddenly: 💰 ATM opens 💰 Cash raised 💰 Bid hits 💰 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
"Today once again we have a strong #uranium premarket and once again $UUUU is taking the lead. Let's see if it holds"
X Link 2026-02-12T14:03Z [----] followers, [----] engagements
"Noble Plains #Uranium hits 1.49% eUO in Wyoming $NOBL $NOBL.V 🚀🚀🚀 The company just wrapped a transformational drill program at its Duck Creek Project in Wyomings Powder River Basin and the results speak for themselves. - [---] holes drilled - 90% hit rate at +0.02% eUO - Multiple program-high grades incl. 1.49% eUO - Laterally continuous roll-front system - Ideally suited for ISR extraction - Footprint expanded [----] miles along trend This wasnt grassroots exploration it was disciplined conversion of historic mineralization into real compliant U.S. uranium pounds. With drilling complete Noble"
X Link 2026-02-12T14:19Z [----] followers, [----] engagements
"@sanitzisf6k Definitive agreement now before there was only a Letter of Intent"
X Link 2026-02-13T12:51Z [----] 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 U.S. will need lots of more #nuclear energy. But where will all the #uranium come from #SPUT and $YCA send the spot supply to uranium heaven. Kazakhstan and Uzbekistan send most of their supply to Russia and China. China will take a stake in Bannerman. Cameco will enter an agreement with the Indians. What is the U.S. and the rest of the Western world actually doing to secure future supply Much talk but still no action. They need to invest in new mines and secure off-takes for their utilities. Will they wake up too late 🚨 Datacenters are now 7% of total U.S. power demand"
X Link 2026-02-14T20:42Z [----] followers, [----] engagements
"@quakes99 Felt good to have $WUC as my biggest holding this week. #uranium"
X Link 2025-09-19T21:17Z [----] followers, [----] engagements
"#uranium $WUC Colorado shines as a top #uranium jurisdiction With rich deposits in the Uravan Mineral Belt a long history of safe production and clear regulations its a prime spot for #mining. Low environmental impact and strong infrastructure make it ideal for powering clean https://t.co/L6lsmK9WwE Colorado shines as a top #uranium jurisdiction With rich deposits in the Uravan Mineral Belt a long history of safe production and clear regulations its a prime spot for #mining. Low environmental impact and strong infrastructure make it ideal for powering clean https://t.co/L6lsmK9WwE"
X Link 2025-09-23T14:39Z [----] followers, [----] engagements
"$WUC is one of the few with a mine ready to produce #uranium ore. Will be a big winner on higher spot price since they can sell ore to $UUUU for processing at the White Mesa mill. Not very profitable at today's levels as they sell ore at a big discount but 100/lbs it's game-on. Colorado shines as a top #uranium jurisdiction With rich deposits in the Uravan Mineral Belt a long history of safe production and clear regulations its a prime spot for #mining. Low environmental impact and strong infrastructure make it ideal for powering clean https://t.co/L6lsmK9WwE Colorado shines as a top #uranium"
X Link 2025-09-23T14:52Z [----] followers, [----] engagements
"🚀 #Uranium explorer Skyharbour Resources $SYH $SYHBF just dropped another major catalyst and the setup for [----] is looking explosive. Todays news confirms that Orano is stepping up in a big way at the Preston Project with an extensive exploration and drilling campaign: 🔸 Full-corridor AGG survey 🔸 Detailed ground gravity 🔸 [--------] metres of helicopter-supported drilling across FSAN Canoe Lake & Area B 🔸 Follow-up on multiple graphitic shear zones alteration systems and newly defined structural corridors This is exactly the kind of systematic high-quality exploration that leads to"
X Link 2025-12-09T16:22Z [----] 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
"Took a position in $SYH in the opening today great deal with $DNN today. Another deposit next to the Denison Wheeler River would be huge for SYH. #uranium Skyharbour Enters into Major Strategic Agreement with Denison Mines to Form Four New Joint Ventures at Russell Lake; Combined Project Consideration of up to $61.5 Million $syh $dnn #uranium https://t.co/yk6LNieJRP Skyharbour Enters into Major Strategic Agreement with Denison Mines to Form Four New Joint Ventures at Russell Lake; Combined Project Consideration of up to $61.5 Million $syh $dnn #uranium https://t.co/yk6LNieJRP"
X Link 2025-11-17T14:39Z [----] followers, [----] engagements
"#Silver hitting $120 Miners have been lagging but should start catching up now. $AG $HL $PAAS"
X Link 2026-01-29T14:05Z [----] followers, [----] 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, 19.1K engagements
"AI translation: By introducing a municipal veto against mining in alum shale the municipalities around Lake Storsjn will retain their right to say no to mining operations. This was the governments message at a press conference in stersund on Thursday. Plans to remove municipalities right to veto uranium mining have sparked massive criticism. The concerns of the municipalities around Lake Storsjn have been heard said Member of Parliament Saila Quicklund (Moderate Party) at the press conference which was also attended by the partys parliamentary leader Mattias Karlsson. On Thursday the"
X Link 2026-02-05T11:31Z [----] 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. 🚨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.🤔 https://t.co/QsNbWHkaua 🚨A key"
X Link 2026-02-07T17:07Z [----] followers, [----] engagements
"#Uranium demand is going 🚀🚀🚀 Nuclear power output reached a new record high in [----] Reactor restarts in Japan higher generation in France and capacity additions in key markets like China & India helped drive this growth. And generation is set to continue rising steadily to [----] 👉 https://t.co/dDAAL4Edxc https://t.co/X05lulBYBi Nuclear power output reached a new record high in [----] Reactor restarts in Japan higher generation in France and capacity additions in key markets like China & India helped drive this growth. And generation is set to continue rising steadily to [----] 👉"
X Link 2026-02-08T21:57Z [----] followers, [----] engagements
"Who will be follower #7000 👀 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 🔔"
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 👇"
X Link 2026-02-11T18:21Z [----] followers, 10.3K engagements
"While #SPUT and $YCA send pounds to #uranium heaven $BMN will send them to the East. Western utilities should really start to worry. $BMN have signed a Strategic Financing with Leading Global Integrated Nuclear Utility CNNC ⚛ This attractive long-term development and operating joint venture delivers Etango construction funding fully market-priced offtake arrangements and strategic partnership. We look https://t.co/QlDzHVvQa1 $BMN have signed a Strategic Financing with Leading Global Integrated Nuclear Utility CNNC ⚛ This attractive long-term development and operating joint venture delivers"
X Link 2026-02-12T08:22Z [----] followers, [----] engagements
"Skyharbour Resources Ltd. $SYH hits 11.77% UO over [---] m at its 100%-owned Moore #Uranium Project in the Athabasca Basin Main Maverick Zone (ML25-15): 4.84% UO over [---] m including 11.77% UO over [---] m at [---] m depth near the unconformity. These results continue to confirm the high-grade nature of the Maverick system and support ongoing geological modelling. New discovery Nomad Zone: Identified [---] km southwest of Maverick where initial drilling intersected intense faulting and strong hydrothermal alteration in sandstone and basement rocks. The scale of alteration and structure suggests a"
X Link 2026-01-14T13:44Z [----] followers, [----] 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, 13.6K engagements
"There is no other place like #Athabasca for #uranium exploration. And no other junior controls land packages like Skyharbour $SYH with their [--] projects. Why would Denison $DNN $DML invest massively in an exploration company drilling just a few kilometers away from where they will build their new mine The answer is obvious. (Disclosure: I have a commercial relationship with Skyharbour Resources) Skyharbour CEO @JordanPTrimble presented at the @MetalsInvtForum in Vancouver outlining one of the largest uranium exploration portfolios in the Athabasca Basin supported by [---] million acres 43"
X Link 2026-02-05T09:45Z [----] followers, [----] engagements
"2026 is shaping up to be a breakout year for Skyharbour Resources $SYH. With aggressive exploration planned across the Athabasca Basin and major programs advancing at Russell and Moore Lake the company is positioned for what could be a significant new #uranium discovery. Denison committing tens of millions into the JV speaks volumes about the geological potential here. (Disclosure: I have a commercial relationship with Skyharbour) Skyharbour is advancing several projects with over [-----] metres of combined drilling planned in [----] between Skyharbour and its partner companies ⚒ Alongside"
X Link 2026-02-13T15:39Z [----] followers, [----] engagements
"Well said. #uranium The uranium supply deficit is the most obvious structural imbalance in commodities. The market knows it. The equities are screaming it. And the utilities who actually need to buy are still asleep at the wheel. The uranium supply deficit is the most obvious structural imbalance in commodities. The market knows it. The equities are screaming it. And the utilities who actually need to buy are still asleep at the wheel"
X Link 2026-02-14T21:41Z [----] followers, [----] engagements
"Which #uranium companies can start production the coming years This table posted by @mineralstocks although not exhaustive is excellent as a guide. $WUC with 1.5M-2Mlbs by [----] and $AEC with a mill capacity of 3Mlbs should be added (but not sure how much they can actually produce). Also $UUUU and $ISO will have some mines online by [----]. The table is more like a best-case scenario but problems in supply chains lack of skilled workforce and all kinds of unexpected events like flooding and wildfires as well as technical problems will most probably cause delays. As you see we will have to wait"
X Link 2024-02-09T19:14Z [----] followers, 25.6K engagements
"Great news $EU is now debt free #uranium enCore Energy Announces Full Conversion of US $20 Million Promissory Note; Zero Debt as Uranium Production Continues in South Texas $eu #uranium https://t.co/NgtXqQwcLD enCore Energy Announces Full Conversion of US $20 Million Promissory Note; Zero Debt as Uranium Production Continues in South Texas $eu #uranium https://t.co/NgtXqQwcLD"
X Link 2024-02-12T12:13Z [----] followers, [----] engagements
"#Orano reporting lower #uranium production volumes for 2023:"
X Link 2024-02-16T08:29Z [----] followers, 36.8K engagements
"Sweden moves forward on plans for new #nuclear reactors. First new reactor targeted to first half of 2030s. This of course adds to the future #uranium demand. https://www.di.se/live/vattenfall-gar-vidare-med-karnkraftsplaner/ https://www.di.se/live/vattenfall-gar-vidare-med-karnkraftsplaner/"
X Link 2024-02-19T09:40Z [----] followers, 10.9K engagements
"I just had a look on the Encore $EU #uranium sales contracts. They have a quite different approach than Cameco $CCJ. Existing contracts are actually quite tied to the spot price and from 2025-2026 when volumes will increase they are unhedged to the greater part. By [----] they plan to reach [--] Mlbs while contracted sales that year is only for [------] lbs. There is a forth sales contract that was signed during [----] is a multi-year agreement commencing in [----]. It covers firm deliveries of [------] pounds of U308 with an option to acquire up to [------] pounds U308 under a two year extended term if"
X Link 2024-02-19T12:26Z [----] followers, 19.2K engagements
"$EU expecting positive cash-flow by Q4. Might exceed production targets (3 Mlbs by [----] and [--] Mlbs by 2028). Not looking to sign more LT agreements at the moment since they expect #uranium prices will continue to rise. Thanks Lucijan for the great interview I had a great chat with @GoransonPaul CEO of @enCoreEnergy_EU . We talked about their operations and projects production plans sale agreements M&A recent news and much more. Watch here: https://t.co/IxXK9G3Y1W $eu $eu.v #uranium #nuclearenergy #ISR #mining #exploration I had a great chat with @GoransonPaul CEO of @enCoreEnergy_EU . We"
X Link 2024-02-23T12:25Z [----] followers, 10K engagements
"In just a couple of years $EU will deliver about [---] of those drums full of #uranium per month Prices will probably be significantly higher but at an average price of [---] USD/lb that would mean a monthly income of $42.5M or $510M/year (current mcap $737M). Production costs will be among the lowest in the business and the best of all imo: no more dilution needed to get there. Give me any reason why it should not be at least a 10-bagger from here. 🛢Its an exciting day This is our first load a full one of yellowcake barrels leaving Rosita as we start fulfilling our contracts to the US"
X Link 2024-03-09T13:19Z [----] followers, 18.5K engagements
"Did something just happen Suddenly Encore $EU and several other #uranium equities started moving upwards"
X Link 2024-03-12T14:01Z [----] followers, 15.3K engagements
"Kazatomprom $KAP #uranium report out. This part indicates they may not even reach the decreased target for [----] uranium production very bullish for the uranium market imo:"
X Link 2024-03-15T08:05Z [----] followers, 19.1K engagements
"Encore $EU is one of the few #uranium companies that does not need to raise any money they will instead be a cash-cow for many years to come. enCore Energy Provides Q1/24 ATM Sales Update; Suspends ATM Program $eu $eu.v #uranium https://t.co/n8DewPv247 enCore Energy Provides Q1/24 ATM Sales Update; Suspends ATM Program $eu $eu.v #uranium https://t.co/n8DewPv247"
X Link 2024-04-04T12:42Z [----] followers, [----] engagements
"I try to keep learning and updating my #uranium investments continously. The more I learn about some companies the more risks I tend to discover that make me feel wary. I will comment below on $NXE $DNN $FCU $EU $ISO $WUC $AEC $FUU $SUU $CVV $OBRN and perhaps some more. There are so many lessons I have learnt during the latest about [--] years of investing in uranium companies. I did a lot of mistakes along the road and will keep doing so please do your own diligence. Anyway I hope you find it interesting what I have to share. Let us start with the exploration companies in the Athabasca. One"
X Link 2024-04-14T13:39Z [----] followers, 27.7K engagements
"April [--] turns out to be an exciting day in the #uranium space with the $CCJ $CCO report and the meeting mentioned below. Ban on uranium from #Russia next week as well $EU $WUC $UUUU $UEC $AEC are all #US producers or near-term producers of uranium. Monday morning could be a great chance to add before we take off again. @consuminginfo More evidence that a US #Uranium ban on Russian imports is imminent - US Department of #Energy has scheduled a meeting with the #Nuclear Energy Institute (representing US Nuclear utilities and fuel buyers) on April 30th to explain process to be followed for"
X Link 2024-04-28T15:04Z [----] followers, 11.9K engagements
"Time for my Sunday thoughts on the #uranium market. There are so many triggers: ban on uranium from #Russia with $2.7B #US financing entering the #nuclear sector overall shortage delays in #Kazakhstan production increase over-feeding and #Sput gobbling up the few available pounds on the spot market. All signs show that uranium will go to heaven and some uranium companies will be the stars on that heaven but unfortunately not all. Some will not reach further than the moon or Mars and there will also be those that stay here on earth. So how can you see the difference The most risky ones in my"
X Link 2024-05-05T12:23Z [----] followers, 11.4K engagements
"Encore $EU my biggest #uranium holding is breaking out. And why shouldn't it Debt free cashed up ramping up cheap ISR production first mover advantage"
X Link 2024-05-06T15:03Z [----] followers, 11.7K engagements
"Finally the #uranium flywheel is spinning again The uranium flywheel effect = Inflows in ETFs forced buying of uranium equities equities including $SPUT rise #SPUT ATM activates Buying on spot market Rising uranium price More ETF inflows rinse and repeat"
X Link 2024-05-17T15:02Z [----] followers, [----] engagements
"Thinking a bit about these comments from Justin Huhn on #uranium one might ask what returns you can expect on your uranium investments. 2-3x 10-20x or more. I think most of the investors have a tendency to underestimate how low equities can go in a bear market but also how high they can go in a bull market. When there is competition about the available pounds the price of physical will have a huge run. When a big number of investors the Reddit crowd institional investors hedge funds etc. all want to get a part of the yellowcake most probably a bubble will be created just as we have seen in"
X Link 2024-05-19T10:04Z [----] followers, 48.2K engagements
"Looks like we have an ATH in the $URNM #uranium ETF:"
X Link 2024-05-20T15:32Z [----] followers, 10.3K engagements
"Looking forward to a great #uranium Tuesday. All the ETFs in green on the pre-market with $URNM and $URNJ both up 2%. The magic number for activation of the #SPUT ATM today is [-----] CAD. Canadian markets have some catching up to do"
X Link 2024-05-21T12:17Z [----] followers, 16.3K engagements
"#SPUT at a premium all day and at high volumes many million $$$$$ raised today for stacking more #uranium pounds. Looking forward to a great #uranium Tuesday. All the ETFs in green on the pre-market with $URNM and $URNJ both up 2%. The magic number for activation of the #SPUT ATM today is [-----] CAD. Canadian markets have some catching up to do. https://t.co/o3S8ku9jhZ Looking forward to a great #uranium Tuesday. All the ETFs in green on the pre-market with $URNM and $URNJ both up 2%. The magic number for activation of the #SPUT ATM today is [-----] CAD. Canadian markets have some catching up to"
X Link 2024-05-21T19:54Z [----] followers, 12.7K engagements
"Here are three top picks in the #uranium space currently: I think you should look at proved #US producers ramping up or soon to start up production. Looking at valuations $UUUU $EU and $WUC are all cheap in my opinion. All three are already mining and a long way before the herd. UUUU has a mcap of $1.1B with several mines and a mill. Can produce [--] Mlbs/year short-term and long-term much more. Add to this that they will buy ore from WUC and do toll milling for ISO. Then you have the rare earths kicking in in a couple of years. EU is already producing cheap ISR and their second production"
X Link 2024-05-28T19:58Z [----] followers, 11.4K engagements
"I have no idea how many times I have seen #uranium equities dip just like the two last weeks probably more than [--] times. Not worried at all because uranium must reach an incentive price north of $100 for any significant new production to come online. And if we dont see a huge upswing in uranium production nuclear plants will have to shut down and lights will go out. Which of course is not an option so this is nothing but some short-term noise. The only problem is for companies that will need to raise money at lower levels causing more dilution so it is preferable to own companies who are not"
X Link 2024-06-11T18:49Z [----] followers, 15.3K engagements
"My thoughts about $FCU being taken over by Paladin: FCU has one of the best #uranium deposits in the world shallow high grade with expansion potential. I owned it during many years since soon after the initial discovery but I am out since a couple of years. There was a bid from Denison that the shareholders turned down because we thought the FCU deposit was better than the DNN deposit which by now most understand was a huge mistake. The FCU share price hit around [----] CAD some [--] years ago and we still haven't reached it. What happened then was huge dilutions because of the expensive drilling"
X Link 2024-06-26T20:29Z [----] followers, 13.5K engagements
"Hey #uranium Twitter I am starting a project to calculate future possible mcaps of uranium companies to see where we can find the multi-baggers in a scenario where uranium prices reach $200 in a couple of years. I need your input though as I dont have all the numbers especially when it comes to taxes so I just put the number 25% as an example. I do it in a simple Excel sheet any input is welcome as to which numbers need to be adjusted or what posts must be added to get an overall picture. It does not have to be completely accurate but I want to use it as a help to find undervalued companies."
X Link 2024-06-29T16:14Z [----] followers, 31.4K engagements
"So the $KAP [----] guidance is out. and it is extremely bullish for #uranium investors better than I had expected. This is the important part which means 16-18% less production for next year than previous guidance. Having in mind the insecurities regarding sulfuric acid supply and construction works I think they may have to adjust that number even lower. I expect this to be the signal to the utilities that they can no longer rely on Kazakhstan increasing their supply enough to cover future demand nor are those pounds any cheaper than other tier-1 jurisdictions. The time is here to start up"
X Link 2024-08-23T06:30Z [----] followers, 11.4K engagements
"The updated $KAP guidance was exactly the trigger the #uranium market needed. It was already in imbalance but now it is obvious to everybody. I actually believe things will get really wild this autumn with a fast spinning flywheel moving equities much higher and the spot price all the way to $200. I know it may sound over-optimistic but I was here and remember how fast the price ran to $135 in [----] without having a situation of real deficit. Now we are in a situation of real deficit and with SPUT and social media speeding things up. An interesting question here is are there any uranium"
X Link 2024-08-24T15:47Z [----] followers, [----] engagements
"I just listened to the interview with #Putin in Russian. As I understand the language and know the culture quite well this is what I think about todays statement about potentially restricting export of #uranium: Putin said it in a seemingly humble tone like "maybe we should think about reviewing if we should restrict the sales of uranium etc. I am not saying that we must but we should look at it and if it doesn't harm us we can do it." He instructed the government to have a meeting about it. Listening to his words it may not seem so clear but if you know the culture it is quite clear. The"
X Link 2024-09-11T20:31Z [----] followers, 29.1K engagements
"Next week #uranium will go bonkers. @Microsoft getting their own #nuclear reactor is huge but only the beginning other Big Tech companies will follow. The publicity will make new investors enter the sector among them some big funds. #SPUT now only at a 4% discount to NAV my guess is by Monday or Tuesday the ATM will be activated and that we will see a new period of buying on the spot market with a flywheel effect we haven't seen for quite some time. Just my opinion please do your own DD. Boom💥 Today @CNBCFastMoney spent an amazing [--] minutes discussing surging #Nuclear utilities & #Uranium"
X Link 2024-09-21T14:32Z [----] followers, 20.2K engagements
"Time for a new #uranium week and this will be an exciting one following great news and a lot of media attention the last days. Premarket is shiny green with $UEC taking the lead climbing 3%. The magic number for activation of the #SPUT ATM today is [-----] CAD. Can we reach it today or later this week to get the flywheel started"
X Link 2024-09-23T12:27Z [----] followers, [----] engagements
"#SPUT is getting close to activating the ATM and start buying on the #uranium spot market. [--] cents to go. Time for a new #uranium week and this will be an exciting one following great news and a lot of media attention the last days. Premarket is shiny green with $UEC taking the lead climbing 3%. The magic number for activation of the #SPUT ATM today is [-----] CAD. Can we reach it https://t.co/hJwsSpNsfN Time for a new #uranium week and this will be an exciting one following great news and a lot of media attention the last days. Premarket is shiny green with $UEC taking the lead climbing 3%."
X Link 2024-09-23T14:00Z [----] followers, 11.8K engagements
"Several automatic halts due to $URNM buying #uranium equities like crazy the last minute. $GXU closing 78% up"
X Link 2024-09-30T20:34Z [----] followers, 24.6K engagements
"#Uranium ETFs and equities on fire at the premarket after #Google $GOOG plans to follow #Microsoft $MSFT and look for #nuclear energy to power their data centers. Today I think we will see #SPUT raise some big money to get the spot market moving again. The magic numbers for activation of the ATM are as follows:"
X Link 2024-10-03T12:28Z [----] followers, [----] engagements
"Here we go the #SPUT ATM is alive #uranium #Uranium ETFs and equities on fire at the premarket after #Google $GOOG plans to follow #Microsoft $MSFT and look for #nuclear energy to power their data centers. Today I think we will see #SPUT raise some big money to get the spot market moving again. The magic numbers for https://t.co/ASsF4uUESC #Uranium ETFs and equities on fire at the premarket after #Google $GOOG plans to follow #Microsoft $MSFT and look for #nuclear energy to power their data centers. Today I think we will see #SPUT raise some big money to get the spot market moving again. The"
X Link 2024-10-03T14:20Z [----] followers, [----] engagements
"Huge things going on between #China and #Kazakhstan in the #uranium space. 50% or more of $KAP's assets go to China while Western utilities keep sleeping: https://www.kazatomprom.kz/en/media/view/notice_of_extraordinary_general_meeting_of_shareholder_of_kazatomprom https://www.kazatomprom.kz/en/media/view/notice_of_extraordinary_general_meeting_of_shareholder_of_kazatomprom"
X Link 2024-10-15T07:19Z [----] followers, 12.5K engagements
"Time for a new #uranium day with premarket going #nuclear. Seems like new investors are entering the space perhaps due to all the Big Tech news. #SPUT should also get a boost today the magic numbers for ATM activation are [-----] USD/28.19 CAD"
X Link 2024-10-16T13:22Z [----] followers, 10.1K engagements
"The #SPUT ATM is now open let's get that flywheel spinning My guess is a huge amount of cash will be raised today to buy #uranium on the spot market. Time for a new #uranium day with premarket going #nuclear. Seems like new investors are entering the space perhaps due to all the Big Tech news. #SPUT should also get a boost today the magic numbers for ATM activation are [-----] USD/28.19 CAD. https://t.co/AgkGk72Bs3 Time for a new #uranium day with premarket going #nuclear. Seems like new investors are entering the space perhaps due to all the Big Tech news. #SPUT should also get a boost today"
X Link 2024-10-16T14:20Z [----] followers, 10.2K engagements
"#Uranium premarket already open and everything is shiny green. What we see now is a worldwide race towards #nuclear with governments and Big Tech finally understanding they will need it to ensure their energy needs for the #AI boom. This is just the beginning of a trend that will continue for many years. Here some thoughts about what to expect the coming weeks and months: With the entrance of Big Tech in the nuclear sector I think we will see a big shift. Within just a few weeks we have seen Microsoft Google and Amazon all going for nuclear. These guys are very smart and want things to happen"
X Link 2024-10-17T09:00Z [----] followers, [----] engagements
"#SPUT making a big move not too far away from gobbling #uranium again. The magic number today is [-----] CAD"
X Link 2024-11-12T19:53Z [----] followers, [----] engagements
"Big #uranium news from #Russia: https://www.interfax-russia.ru/main/pravitelstvo-rf-vvelo-vremennye-ogranicheniya-na-eksport-obogashchennogo-urana-v-ssha https://www.interfax-russia.ru/main/pravitelstvo-rf-vvelo-vremennye-ogranicheniya-na-eksport-obogashchennogo-urana-v-ssha"
X Link 2024-11-15T15:06Z [----] followers, [----] engagements
"The conversion price going nuts the price of U3O8 is next as John very well explains in his posts. We all know it must come it is just a question of time. All those new conversion contracts will need U3O8 feed. But the amount of mined #uranium above ground is scarce so prices have to take off to incentivize new supply. A long uranium bull cycle is about to begin. How to get the most torque out of it It is not easy to predict which companies will go best so a basket of companies is to recommend. I would divide them into [--] groups: 1) What we have seen lately is that bigger companies with low"
X Link 2024-12-01T13:33Z [----] followers, 10.3K engagements
"Some Sunday thoughts on the #uranium market and why I think we will see $500/lb. I expect violent moves upwards in the uranium price. Uranium is unique compared to other commodities like #oil and #gas. When the oil price is too high demand falls same with gas and other alternatives are sought at least for some applications. Rising oil prices also have a big impact on the global economy and can cause a recession thereby lowering the demand. With uranium things are very different as the fuel is a very low part of the cost of a nuclear plant. The uranium price can go to [---] USD/lb without that"
X Link 2025-01-05T19:36Z [----] followers, 10.5K engagements
"I have a strange feeling that the turnaround in the #uranium sector is here. Signals from Kazakhstan that they will not be able to ramp up production going forward is what leads it. When the wannabe producers in the West also realize that uranium mining is hard and new projects will require much more time than expected is when the panic will set in among utilities"
X Link 2025-01-17T16:20Z [----] followers, [----] engagements
"#Nuclear stocks like $OKLO $SMR and $LEU going wild today is a tell. It tells you #uranium stocks are next. There is a looming structural uranium deficit without any SMR being built at all. At the current uranium price there will not be enough uranium to fuel all the big reactors currently constructed and being built. It must be well over $100 to incentivize green field projects. And even then it takes many years to get new project online. If we now add to this a coming SMR revolution it will not take long before uranium shares go nuts. I was looking at Oklo last summer when it was trading at"
X Link 2025-02-07T22:52Z [----] followers, [----] engagements
"Here is my weekend #uranium comment: What happened the last months was it #DeepSeek potential downblending of #nuclear weapons or something else that drove down the uranium price as well as uranium equities I think the truth is quite simple. The fundamentals that is the supply/demand picture for uranium has not changed much. It continues to be the best seen in decades. DeepSeek may have shown AI can be more energy effecient but that is not expected to have any particular effect on future nuclear demand. Downblending of nuclear weapons would be nice but still very early talks and I don't"
X Link 2025-02-15T14:31Z [----] followers, 14.4K engagements
"Not worried at all about the fall in #uranium shares due to market turbulence. It all will only lead to even higher prices going forward. The lower the share prices and the uranium price the harder it gets to finance new projects and the more reluctant unhedged producers will be to sell any uranium or ramp up any production. Exploration will be almost impossible who wants to issue new shares now and dilute at these levels All this just leads to more delays and less uranium available as the demand picks up"
X Link 2025-03-10T20:55Z [----] followers, 10.4K engagements
"Extremely bullish news for #uranium. Not to mention that building a mine a huge mill an airport etc. most probably will take years longer than expected. For each year the Rook [--] project is delayed 29M lbs the market had counted on will be lost. $NXE https://www.newswire.ca/news-releases/nexgen-receives-cnsc-commission-hearing-dates-for-the-rook-i-project-896607069.html https://www.newswire.ca/news-releases/nexgen-receives-cnsc-commission-hearing-dates-for-the-rook-i-project-896607069.html"
X Link 2025-03-12T07:12Z [----] followers, [----] engagements
"The #uranium spot price starting to move Spot #uranium price is up $0.75. Reported by @UraniumMarkets https://t.co/XkKpY8fkL7 Spot #uranium price is up $0.75. Reported by @UraniumMarkets https://t.co/XkKpY8fkL7"
X Link 2025-03-18T20:31Z [----] followers, [----] engagements
"This is just the beginning there is no other commodity like #uranium. It is such a thin market and when it moves it moves extremely fast. The perfect storm is coming with $KAP not being able to increase production anymore $NXE Rook [--] being delayed by permitting practically all restarted and new production being delayed and less than expected nuclear expansion worldwide SMR revolution AI with huge energy needs overfeeding utilities with low inventories just to mention a few triggers. The big question utilities and even governments should start asking themselves is: Where will all the uranium"
X Link 2025-03-19T21:54Z [----] followers, [----] engagements
"Friday June [--] will be a wild day for the #uranium market. #SPUT will have $200M to spend and it is also the day for $URNJ rebalancing"
X Link 2025-06-17T16:30Z [----] followers, [----] engagements
"1 ) Why would Canaccord enter a deal with #SPUT to spend $200M on physical #uranium and what does this mean for our investments going forward First of all read this article to get a good summary and below in this thread you will find some of my thoughts. https://www.ainvest.com/news/sprott-200m-uranium-bet-institutional-capital-fueling-nuclear-renaissance-2506/utm_source=chatgpt.com https://www.ainvest.com/news/sprott-200m-uranium-bet-institutional-capital-fueling-nuclear-renaissance-2506/utm_source=chatgpt.com"
X Link 2025-06-21T15:11Z [----] followers, 15.7K engagements
"This is what will happen to #uranium when a few Western utilities don't get their RFPs filled. But where will all the uranium come from Tier-1 is practically sold out until early 2030s. The $GLO Dasa project and a few other African projects should be next. UEC and a few other US restarts will also add some pounds but after that things will start to be really complicated. BREAKING NEWS THE EUROPEAN UNION PLANS TO STOCKPILE CRITICAL MINERALS AS A PRECAUTION AGAINST POTENTIAL SUPPLY DISRUPTIONS DUE TO GEOPOLITICAL TENSION There it is. The rush is starting. BREAKING NEWS THE EUROPEAN UNION PLANS"
X Link 2025-07-05T18:14Z [----] followers, 14.9K engagements
"In practically every #uranium experts interview I listen to lately they say the same: This autumn is when the uranium market really will take off. Utilities will start contracting in scale and the spot price will be over $100 by year end. Will we finally reach the tipping pointIncentive prices must come in the not too distant future or the lights will go out. 💥#BoomAlert💥 Scott Melbye @UraniumRoyalty to our own @JamesConnor1999 from @BloorStreetCap : "2025 Will Be An EPIC Year for #Nuclear Energy and #Uranium " 👀 👀 👀 🚀 https://t.co/gsoSs26YQZ https://t.co/E1ijX1twiO 💥#BoomAlert💥 Scott"
X Link 2025-07-11T15:03Z [----] followers, [----] engagements
"Wow the EU will buy #nuclear fuel from the US. Where will all the #uranium come from when the US currently imports some 99% of their needs US near-term producers like $AEC and $WUC should benefit hugely also explorers with great projects like $M.CN / $RSH. Of course all current producers and lots of other developers / explorers as well. https://www.reuters.com/business/autos-transportation/key-elements-eu-us-trade-deal-agreed-sunday-2025-07-27/utm_source=chatgpt.com"
X Link 2025-07-27T21:12Z [----] followers, 14.2K engagements
"This is extremely huge news for the #uranium market going forward. We will see prices 200/lb imo. If $CCJ cannot find skilled labor what will happen to $NXE and $DNN NXE has to build the biggest mill in the world a deep mine plus an airport and all other infrastructure needed. Big delays and a huge supply chock coming up. Cameco identified limited access to skilled labor as one of several risks that have contributed to delays at the McArthur River mine. This statement means so much more than the market understands. Cameco identified limited access to skilled labor as one of several risks that"
X Link 2025-08-30T10:19Z [----] followers, 33.2K engagements
"$CCJ $KAP $NXE $DNN $PDN $UEC etc. not being able to produce as much #uranium as expected is the Cigar Lake moment of this cycle. This overall inability to produce the forecasted pounds on the promised schedule will add up to even more lost pounds than the Cigar Lake flooding. And this time around there is already a structural deficit without these production issues happening. Recent production announcements from CCJ and KAP was the start of the next upleg imo. The World Nuclear Symposium September 3-5 will probably help fuel buyers to understand the gravity of the situation. They used to"
X Link 2025-08-30T15:04Z [----] followers, 33.5K engagements
"The last #uranium bull market had its Cigar Lake moment. This time around a combination of factors sets the stage for an even bigger moment: Cameco and Kazatomprom production issues those two and #SPUT buying on the spot market worldwide #nuclear revival nuclear plant extensions bifurcation of world supply low inventories at utilities forcing replacement rate contracting almost two decades of underinvesting in exploration and development The list can be much longer this autumn is the start of a perfect storm that will last for several years I have never seen anything like this in any"
X Link 2025-09-01T17:24Z [----] followers, 20.6K engagements
"$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
"We saw a FOMO Friday in #uranium yesterday and it really seems we have reached the expected tipping point. A bit overhang on the spot market but the volumes now entering in #SPUT through the ETFs together with buying from utilites and other funds will wipe that out and we will see prices north of 100/lb much sooner than most expect. Which companies will give you the best torque for this bull market that has just started Here are my current top picks for high torque: $WUC is already selling ore to $UUUU and will see some revenue starting this month. $URNM buying to continue up until the end of"
X Link 2025-09-20T13:33Z [----] followers, 30.9K engagements
"This will happen in #uranium 👇. I have waited patiently almost [--] years for this moment to come. This will be epic. Big money entering the sector means more and more pounds will be bought by #SPUT hedge funds etc. Utilities will also be forced to start contracting at replacement rates. Additionally uranium companies will have to buy at the spot market as they have problems to meet their contractual obligations. The flywheel spinning at full speed will move ETFs SPUT equities and the uranium price in a way we have never seen before. Non-consensus Uranium view: As much as I've been an"
X Link 2025-09-20T14:58Z [----] followers, 14.8K engagements
"Wow the #uranium price runs $3.00 in one day. Spot #uranium price is up +$3.00 🔥today and it is $81.25.🚀 Just reported by @UraniumMarkets https://t.co/4FLqiHY6Cs Spot #uranium price is up +$3.00 🔥today and it is $81.25.🚀 Just reported by @UraniumMarkets https://t.co/4FLqiHY6Cs"
X Link 2025-09-23T20:13Z [----] followers, [----] engagements
"$URNM #uranium ETF rebalancing has been prepared a couple of weeks by their market makers. Lead to a cap on $DML $NXE $UUUU and a few more big ones. Good for the smaller mcap companies like $WUC $GLO $AEC and $LAM as funds from the big ones enter those. After September [--] you can expect a change as the bigger companies will again be moved by the ETFs without caps. The smaller ones will again be volatile but I still am not sure they will fall that much this time after the rebalancing is over enen though it is possible we see a dip. It depends much on the spot price if that keeps moving upwards"
X Link 2025-09-28T22:20Z [----] followers, [----] engagements
"If you are a #uranium investor you should keep track of the three big uranium ETFs: $URA $URNM and $URNJ. Below are a few things Ive learned over the years that have been valuable to me. Please feel free to follow me and help me get past [----] followers if you like this kind of post. First of all here are the timings and requirements for inclusion in the three ETFs: In March and September $URNM accepts new inclusions with a minimum market cap of $40M (free float not required). In June and December $URNJ can include companies that reach a free-float market cap of $30M. $URA adds or removes"
X Link 2025-10-05T20:53Z [----] followers, [----] engagements
"$UUUU making a big move on the premarket after news about completed financing after close on Friday. #uranium 🚀🚀🚀"
X Link 2025-10-06T08:17Z [----] 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
"🚀 $UUUU just keeps delivering. Up +417% in [--] months and still climbing pre-market today. 🔥 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 🚀 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
"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
"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
"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
"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$26.41"
X Link 2025-10-28T11:33Z [----] followers, 23.8K engagements
"$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 here👇 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. ⚛🔋 [--] 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
"#Uranium is ripping premarket with many names up 45%. Heres $URNM"
X Link 2025-11-10T09:39Z [----] followers, [----] engagements
"#Uranium investors only need to dedicate [--] minutes to get an idea about why Skyharbour $SYH will have a very exciting [----]. Listen as Corporate Communications Manager Nick Coltura discusses Skyharbours recent news flow their huge Athabasca properties their hybrid model recent high-grade results and upcoming plans. (Disclosure: I have a commercial relationship with $SYH) https://www.youtube.com/watchv=CzUrdt6c3nw https://www.youtube.com/watchv=CzUrdt6c3nw"
X Link 2026-01-21T16:31Z [----] followers, [----] engagements
"2026 will be a very aggressive and ambitious year for Skyharbour Resources $SYH. In my view the chances are strong that they could make the next major #uranium discovery in the Athabasca Basin. Theres a reason Denison is investing tens of millions into their joint venture. (Disclosure: I have a commercial relationship with Skyharbour) Skyharbour is entering [----] with strong momentum and an aggressive exploration program across the Athabasca Basin⚒ We have outlined plans for more than [-----] metres of drilling at the Russell Lake Joint Venture with Denison Mines alongside an [----] to [-----] metre"
X Link 2026-01-28T17:28Z [----] followers, [----] engagements
"$FSY #uranium Norasas [--] key assets - Valencia project - Namibplaas project Located in Namibia these projects will play a key role in #uranium supply for a sustainable future. Learn more: https://t.co/iA96scRFKg $FSY #Mining #Exploration #Drilling #Nuclear #Investing https://t.co/97IYFgSOgQ Norasas [--] key assets - Valencia project - Namibplaas project Located in Namibia these projects will play a key role in #uranium supply for a sustainable future. Learn more: https://t.co/iA96scRFKg $FSY #Mining #Exploration #Drilling #Nuclear #Investing https://t.co/97IYFgSOgQ"
X Link 2025-01-20T15:37Z [----] followers, [----] engagements
"The #US sanctions #Rosatom CEO #uranium https://www.state.gov/office-of-the-spokesperson/releases/2025/01/sanctions-to-degrade-russias-energy-sector https://www.state.gov/office-of-the-spokesperson/releases/2025/01/sanctions-to-degrade-russias-energy-sector"
X Link 2025-01-10T20:23Z [----] followers, 15.1K engagements
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