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# ![@happydays00769 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1446314664770506752.png) @happydays00769 Sonny

Sonny posts on X about china, money, countries, australia the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1446314664770506752/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1446314664770506752/c:line/m:interactions.svg)

- [--] Month [-----] +164%
- [--] Months [-----] +13%
- [--] Year [------] -48%

### Mentions: [--] [#](/creator/twitter::1446314664770506752/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1446314664770506752/c:line/m:posts_active.svg)

- [--] Months [--] -34%
- [--] Year [---] -64%

### Followers: [---] [#](/creator/twitter::1446314664770506752/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1446314664770506752/c:line/m:followers.svg)

- [--] Month [---] +0.72%
- [--] Months [---] +8.60%
- [--] Year [---] +34%

### CreatorRank: undefined [#](/creator/twitter::1446314664770506752/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1446314664770506752/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [us election](/list/us-election)  [agencies](/list/agencies) 

**Social topic influence**
[china](/topic/china), [money](/topic/money), [countries](/topic/countries), [australia](/topic/australia), [$pdn](/topic/$pdn), [stocks](/topic/stocks), [$ccj](/topic/$ccj), [twitter](/topic/twitter), [russia](/topic/russia), [investment](/topic/investment)

**Top assets mentioned**
[Cameco Corporation (CCJ)](/topic/$ccj) [Metis (METIS)](/topic/metis) [RAMP (RAMP)](/topic/ramp) [Pentagon Games (PEN)](/topic/$pen) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Microsoft Corp. (MSFT)](/topic/microsoft) [Dogecoin (DOGE)](/topic/dogecoin) [Alphabet Inc Class A (GOOGL)](/topic/google) [SENATE (SENATE)](/topic/senate) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@DavidOsmond8 The fact you have to simulate Mother Nature for a potential energy outcome is concerning to say the least. Do you know 100% or not or just there about How big could the future weather variables be Or you'll just guess that as well"  
[X Link](https://x.com/happydays00769/status/1697556921073733678)  2023-09-01T10:28Z [--] followers, [--] engagements


"@janrosenow @Telegraph 80% of people are flat-out managing their days let alone remembering to charge the car plus also managing a long-distance family trip in Australia with multiple charging stops"  
[X Link](https://x.com/happydays00769/status/1700816097736568834)  2023-09-10T10:18Z [--] followers, [--] engagements


"@NaturindaHaruna @thesiriusreport China is becoming more consumption based just like the West did post WW2. Less and less they need the West as internal consumption with drive GDP growth"  
[X Link](https://x.com/happydays00769/status/1700998614397616229)  2023-09-10T22:24Z [--] followers, [--] engagements


"@NukeDaveSweeney So who or how many actually died of radiation in Fukushima"  
[X Link](https://x.com/happydays00769/status/1701863166442148031)  2023-09-13T07:39Z [--] followers, [--] engagements


"Make sure you vote on this Aussie ABC poll #uranium Twitter and also repost. Public opinions do matter #nuclear $PDN $DYL $AGE $CCJ $PEN $CCO $GLO $BMN $BOE $LOT $SLX @quakes99"  
[X Link](https://x.com/happydays00769/status/1703617506370609288)  2023-09-18T03:50Z [--] followers, [---] engagements


"@simonahac @StuartRCrossman I guess rolling out two and three of Aurora means they are not all that hopeful. Big brains big money including DOE. Our government is flat-out understanding nuclear. It should be fun watching Mr Bowen tonight making it clear that we are not considering all options"  
[X Link](https://x.com/happydays00769/status/1703637891719791004)  2023-09-18T05:11Z [--] followers, [--] engagements


"@simonahac @StuartRCrossman They say 26/27 to produce the first electricity but that might be optimistic. Anyway new ideas options and broad-based energy mixes are gaining traction internationally; keeping an open mind to new ideas doesn't hurt"  
[X Link](https://x.com/happydays00769/status/1703650251033420155)  2023-09-18T06:00Z [--] followers, [--] engagements


"@jm493_au @peterkemplawyer @simonahac @BloombergNEF Batteries need to be replaced every [--] years solar panels as per current research are now degrading quicker than first thought so now every [--] years Ill give wind turbine blades every [--] years. Should we discuss reliability as well"  
[X Link](https://x.com/anyuser/status/1703691573043876012)  2023-09-18T08:44Z [--] followers, [--] engagements


"@jm493_au @peterkemplawyer @simonahac @BloombergNEF Don't get me wrong I believe we need a mix of energy on the grid but it's completely reckless to not look at all possible options at a leadership level"  
[X Link](https://x.com/happydays00769/status/1703692699638063263)  2023-09-18T08:49Z [--] followers, [--] engagements


"@pettifer_james @JaysonJensen5 @Vision_iii @zalisteggall How's it working out in SA This is meant to be the poster child renewable state. Maybe we need to just slow down a bit and get it right with all options. Australia is not going to collapse the world 😂"  
[X Link](https://x.com/happydays00769/status/1704432017025401071)  2023-09-20T09:47Z [--] followers, [--] engagements


"@btckr Housing crisis national debt aged care hospitals national security climate change and the list goes on and this is what the clown chose to spend our time and money on.😂 it's not discrimination it's getting the priorities right now"  
[X Link](https://x.com/happydays00769/status/1713053330262675472)  2023-10-14T04:45Z [--] followers, [--] engagements


"@AskDrBurt @realTimHack Plus inflation is on the decline and there's way too much synthetic paper around for both gold and silver. Anyway let's see in [--] months which has performed best. Gold has had the perfect environment to rally hard but failed"  
[X Link](https://x.com/happydays00769/status/1733925375837868449)  2023-12-10T19:03Z [--] followers, [--] engagements


"@quakes99 That's correct but they are being signed at the current term pricing and yes they might not be fixed but the rest is pure price speculation. What will be the term price end December If we see a $10 jump stocks will probably respond"  
[X Link](https://x.com/happydays00769/status/1737553756374671816)  2023-12-20T19:21Z [--] followers, [--] engagements


"@CycleInvestor Uranium investors have a lot to learn about priced contracts and company valuations. I'll value a company at the spot price if they are selling all their production into the spot market like Paladin did last cycle but that's super risky like Paladin found out"  
[X Link](https://x.com/happydays00769/status/1737604838568120756)  2023-12-20T22:44Z [--] followers, [--] engagements


"@ChauTran1605 I highly doubt the floor and ceiling are spot-referenced. Spot blew out to a $40 gap last cycled utilities are not dumb and know it's an illiquid sometimes manipulated market"  
[X Link](https://x.com/happydays00769/status/1737666379262906761)  2023-12-21T02:48Z [--] followers, [--] engagements


"@SRSroccoReport @Peak_Ascent You do realise both nuclear power and uranium usage are globally used. China and BRICs will ultimately drive future global growth and global energy consumption as the West stagnates. You do need to get a much better handle on top-down global macro drivers for your reports"  
[X Link](https://x.com/happydays00769/status/1755518418114302322)  2024-02-08T09:06Z [--] followers, [---] engagements


"@clp923 You are no more in control of the trade than the next trader so get down off your ladder.🙄"  
[X Link](https://x.com/happydays00769/status/1762595848725336344)  2024-02-27T21:49Z [--] followers, [--] engagements


"@ProvenReserves Who cares what they have to buy in the spot market 😂 it's totally irrelevant to stock valuation that are determined by the LT price. The market is not dumb and they know its an illiquid market"  
[X Link](https://x.com/happydays00769/status/1767998997602726178)  2024-03-13T19:39Z [--] followers, [--] engagements


"@samueltanjs I can't see too many governments globally getting too excited about building gas powerplant. Nuclear is the base load future. Follow the $"  
[X Link](https://x.com/happydays00769/status/1786377246695141566)  2024-05-03T12:48Z [--] followers, [--] engagements


"@samueltanjs Who cares about the US China and the BRICs will dominate future nuclear energy. China will outgrow the US in the next few years"  
[X Link](https://x.com/happydays00769/status/1786380494499922283)  2024-05-03T13:01Z [--] followers, [--] engagements


"@JekyllCapital @mrfriebe @hchris999 @KlendathuCap LH AUD $1 billion value 😂🤦♂"  
[X Link](https://x.com/happydays00769/status/1791377580232462362)  2024-05-17T07:57Z [--] followers, [--] engagements


"@yestiseye @TMFScottP Worth listening to. https://www.youtube.com/watchv=J50hWO2DKHc https://www.youtube.com/watchv=J50hWO2DKHc"  
[X Link](https://x.com/happydays00769/status/1803952427173056974)  2024-06-21T00:45Z [--] followers, [--] engagements


"@Margare12740329 @Peter_Fitz How are these countries even comparable to our energy requirements - seriously"  
[X Link](https://x.com/happydays00769/status/1804106431383380175)  2024-06-21T10:57Z [--] followers, [--] engagements


"@simonahac @GuardianAus @EnergyInstitute [----] wow"  
[X Link](https://x.com/happydays00769/status/1805397676776899028)  2024-06-25T00:28Z [--] followers, [--] engagements


"@jasonandrade @JakeBeer11 @Bowenchris In February [----] President Emmanuel Macron announced plans to build six new reactors and to consider building a further eight. The President highlighted the need to increase electricity supply by up to 60% as the country attempts to reduce consumption of oil and gas"  
[X Link](https://x.com/happydays00769/status/1805431111356760260)  2024-06-25T02:41Z [--] followers, [--] engagements


"@RyanG03978567 @IglooInnkeeper @FissionUranium Not a really crash hot deal for $PDN TBH. They are taking on the 4-5 year future development risk and underwriting your billion-dollar plus of $FCU shareholder dilution with cashflow"  
[X Link](https://x.com/happydays00769/status/1806146640664990095)  2024-06-27T02:04Z [--] followers, [--] engagements


"@Peter_Fitz You need to think mixed energy and hedging our bets"  
[X Link](https://x.com/happydays00769/status/1806664368945541589)  2024-06-28T12:22Z [--] followers, [--] engagements


"@Mercfan3Mercfan @Aaronsmith333 You can rebuild parts in an engine such as the top head injectors etc. A battery degrades 100% to [--] over time so there is much less mileagealso a difference between [--] cylinder and [--] cylinder etc"  
[X Link](https://x.com/happydays00769/status/1807276007797440842)  2024-06-30T04:52Z [--] followers, [--] engagements


"@Mercfan3Mercfan @Aaronsmith333 Its all good you keep driving your EV if you have one and Ill just keep driving my petrol [--] litre twin turbo.👌 I have zero desire to get one for now. Perhaps more interested in what BMW are doing with hydrogen"  
[X Link](https://x.com/happydays00769/status/1807300720259162170)  2024-06-30T06:30Z [--] followers, [--] engagements


"@John_of_Bexley @SamKSS @Mon4Kooyong Is this a travel brochure"  
[X Link](https://x.com/happydays00769/status/1815614433483485363)  2024-07-23T05:06Z [---] followers, [--] engagements


"@simonahac @RustyRoggers [--] reactors under construction [--] proposed and [---] proposed in countries that are building out their fleet. These numbers will keep going up now tech is improving and the quicker build times of the Chinese and South Korean builds"  
[X Link](https://x.com/happydays00769/status/1817099856223375813)  2024-07-27T07:29Z [---] followers, [--] engagements


"@simonahac @RustyRoggers Based on what current world leaders are saying today and the past months with with the passing of the US Advanced Act the tempo for nuclear is building very quickly so I'm sure you are going to see more builds and probably more quickly. From the UK Prime Minister"  
[X Link](https://x.com/happydays00769/status/1817157678432755723)  2024-07-27T11:18Z [---] followers, [--] engagements


"@AAGresearch @marketplunger1 Zero chance silver going to $100 given the amount of unbacked paper around. Uranium on the other hand still has a massive supply deficit. Nothing has changed no matter what happened this week"  
[X Link](https://x.com/happydays00769/status/1819524100366147851)  2024-08-03T00:02Z [---] followers, [--] engagements


"@patrickadownes They haven't peaked but they are not going up significantly right at this moment. As soon as it does though the momentum will again follow. The next run will be much stronger into the rate cut cycle and more market liquidity"  
[X Link](https://x.com/happydays00769/status/1821447497115713826)  2024-08-08T07:24Z [---] followers, [---] engagements


"@maxray941800721 @patrickadownes I actually have no idea how you come to that conclusion. Lower interest rates provide more economic and investor confidence and market liquidity"  
[X Link](https://x.com/happydays00769/status/1821461540689813926)  2024-08-08T08:20Z [---] followers, [--] engagements


"@saulgoo94536892 @antonioresource You must own shit uranium stocks"  
[X Link](https://x.com/happydays00769/status/1821655683517059084)  2024-08-08T21:12Z [---] followers, [--] engagements


"@Tztar Cheers. Sounds reasonable and so does the uranium LT price over the next [--] months"  
[X Link](https://x.com/happydays00769/status/1822056538011521246)  2024-08-09T23:45Z [---] followers, [--] engagements


"@ghagler Fake news. This was not DU"  
[X Link](https://x.com/happydays00769/status/1822467368100205048)  2024-08-11T02:57Z [---] followers, [--] engagements


"@Wildstylez_ned @quakes99 @knarfmartini2 You probably will drop 20-30% immediately like all uranium shares have recently because you will lose the $PDN takeover premium and pathway to production"  
[X Link](https://x.com/happydays00769/status/1823830037671620706)  2024-08-14T21:12Z [---] followers, [--] engagements


"@PraiseKek @rekurencja If the enviromental impact study says otherwise there is nothing they can probably do to stop the mine development. Mtis are not really even First Nation and are always fighting for some rights"  
[X Link](https://x.com/happydays00769/status/1824419974716461321)  2024-08-16T12:16Z [---] followers, [--] engagements


"@PraiseKek @rekurencja This move is even a bad look from Mtis. Sour grapes that $FCU and PLS will probably beat $NXE to production with $PDN balance sheet and cash flow"  
[X Link](https://x.com/happydays00769/status/1824420817486160308)  2024-08-16T12:19Z [---] followers, [---] engagements


"@Alexsei88 @PraiseKek @iaeaorg @rafaelmgrossi @ZelenskyyUa The most desperate side would do this and at this stage Russia is far from desperate having nuclear weapons and also taking more ground in Ukraine where the battle will matter. Kursk is more of a distraction for Ukraine than Russia"  
[X Link](https://x.com/happydays00769/status/1825068617119219802)  2024-08-18T07:14Z [---] followers, [---] engagements


"@AskDrBurt Oh just stop it 🙄 At the moment they are getting their asses handed to them in Kursk and rest of Urkraine. More likely a peace deal in the coming months then uranium equities really rocket"  
[X Link](https://x.com/happydays00769/status/1827003041263812872)  2024-08-23T15:20Z [---] followers, [--] engagements


"@capnek123 $PDN should just walk away TBH. This might be a blessing in disguise for Paladin shareholders"  
[X Link](https://x.com/happydays00769/status/1827996781755670750)  2024-08-26T09:09Z [---] followers, [---] engagements


"@PraiseKek $PDN might get out of the $FCU deal which is why they weren't too worried about recent events"  
[X Link](https://x.com/happydays00769/status/1827999946840355195)  2024-08-26T09:22Z [---] followers, [---] engagements


"@ballsmeep I'm starting to believe that it might be a good omen for $PDN to be able to walk away from the $FCU deal. They paid too much before the correction and funding will be higher than expected assuming it gets permitted"  
[X Link](https://x.com/happydays00769/status/1828047636336890312)  2024-08-26T12:31Z [---] followers, [---] engagements


"@BranderYuri @Wildstylez_ned @0 Probably a blessing for $PDN holders who were also blinded by the Metis action last week. Lots of community work obviously needs to be done there"  
[X Link](https://x.com/happydays00769/status/1828069593547715041)  2024-08-26T13:58Z [---] followers, [--] engagements


"@GoForBull @patrickadownes Unlikely to get the votes needed because not voting is a no vote. $PDN should walk away post the $FCU meeting the deal and company looks like it has some flies on it"  
[X Link](https://x.com/happydays00769/status/1828221866575831310)  2024-08-27T00:03Z [---] followers, [--] engagements


"@GoForBull @patrickadownes $PDN shareholders are underwriting all the $2.5 billion risk getting PLS to production and it doesn't look like it will be smooth sailing with the locals. Seems like the $FCU deal will be a complete headache. $PDN should focus on their existing assets"  
[X Link](https://x.com/happydays00769/status/1828222913407001059)  2024-08-27T00:08Z [---] followers, [---] engagements


"@GoForBull @mattymikals Agree though $PDN has done the hard work producing again and generating positive cashflow perhaps they should have waited a bit. I think shareholders were a little shocked they were committing to future billions with $FCU & PLS as soon as LHM started producing $$$"  
[X Link](https://x.com/happydays00769/status/1828345586615238876)  2024-08-27T08:15Z [---] followers, [---] engagements


"@wam010720 @mattymikals I think they will get to find out TBH. $PDN wont offer more given the market corrected 30%. Dilution is a killer for $FCU. Most big runs will be met with cap raises. The sooner it gets voted down the quicker we can all move on. An extenstion was a waste of time"  
[X Link](https://x.com/happydays00769/status/1828377517465403510)  2024-08-27T10:22Z [---] followers, [---] engagements


"@PraiseKek @TreeFarmerBC @metisnationsask @CNSC_CCSN The $5 million from NXE was probably to buy their non-support for the $FCU PLS project. Who knows but I hope $PDN walks away after the vote. I highly doubt it will get the numbers by next week"  
[X Link](https://x.com/happydays00769/status/1828951600104349738)  2024-08-29T00:23Z [---] followers, [---] engagements


"@PraiseKek @metisnationsask @CNSC_CCSN No wonder $FCU shareholders actually want more all they have done is raise money and dilute for [--] years. 😂 Expect more of the same dilution in the coming years. Now management wants the $PDN cash flow.😂🤦♂"  
[X Link](https://x.com/happydays00769/status/1829010916236804295)  2024-08-29T04:19Z [---] followers, [---] engagements


"@quakes99 $PDN should just walk away. Market corrected 30% after the offer. These valuations mean nothing"  
[X Link](https://x.com/happydays00769/status/1829295931784908894)  2024-08-29T23:11Z [---] followers, [--] engagements


"@quakes99 The deal will hopefully just die next week. $PDN doesn't need this $FCU deal"  
[X Link](https://x.com/happydays00769/status/1829296429657162047)  2024-08-29T23:13Z [---] followers, [---] engagements


"@quakes99 Sure and $PDN has a $17 price target. They are hypothetical models for future price projections that may or may not happen. You take a company over based on the market today"  
[X Link](https://x.com/happydays00769/status/1829300090210578815)  2024-08-29T23:28Z [---] followers, [--] engagements


"@quakes99 $PDN should not raise it. The value of a company and the market is mostly reflected in the share price and VWAP is the proper measure not a research report from a small broker. As if PDN would be interested in a Haywood research report for $FCU valuation"  
[X Link](https://x.com/happydays00769/status/1829301639406084423)  2024-08-29T23:34Z [---] followers, [--] engagements


"@quakes99 So can $PDN use the $16 consensus valuation from major broking houses to determine the value of shares issued to $FCU shareholders if the bid is increased because we are now using broker research reports"  
[X Link](https://x.com/happydays00769/status/1829309331126526233)  2024-08-30T00:05Z [---] followers, [--] engagements


"@AlexMiningGuy @patrickadownes Some people seem to think a little mid tier broker report determines the valuation of Fission but does that also apply to the company taking over The last I saw at the consensus was $16 on PDN. $PDN will pay way too much if VWAP is adjusted now and the $FCU bid is increased"  
[X Link](https://x.com/happydays00769/status/1829352559477485888)  2024-08-30T02:56Z [---] followers, [---] engagements


"@U308Uranium @Wildstylez_ned Offering more for $FCU with $PDN now off 30% is just not worth it. Then spending $1.4 billion. Metis now also causing issues. $FCU has not done the community work at this stage"  
[X Link](https://x.com/happydays00769/status/1829813420147032081)  2024-08-31T09:28Z [---] followers, [--] engagements


"@Gamboleer @TheMongrel_Cat Sure but some probably took the lazy view of not voting is casting a no vote. $FCU $PDN"  
[X Link](https://x.com/happydays00769/status/1830149153185546281)  2024-09-01T07:42Z [---] followers, [--] engagements


"@BenJamin76_ @TheMongrel_Cat Rating agencies valuations 😂 Does PDN get their paper uplift to its rating agency valuation of concecensus of $16 or does it need to issue it's paper at market to you Its highly likely you wont be paid anything and the next pay will be you funding for next for a cap raise.👌"  
[X Link](https://x.com/happydays00769/status/1830150566128783668)  2024-09-01T07:47Z [---] followers, [--] engagements


"@SteveRodio @Beta_Beaker @Peak_Ascent I guess I just scroll past the stock-specific stuff"  
[X Link](https://x.com/happydays00769/status/1830712291123437768)  2024-09-02T20:59Z [---] followers, [--] engagements


"@CN18000915 @U308Uranium @patrickadownes I'm pretty sure it was like over $3 when he made that call. A bit of work to do"  
[X Link](https://x.com/happydays00769/status/1831316149805760860)  2024-09-04T12:59Z [---] followers, [---] engagements


"@devengandhi @BranderYuri It doesn't look like the $FCU meeting is extended beyond the 09/09. I read this that with the options as common sock they potentially have the required numbers. Who owns all the options $PDN #uranium"  
[X Link](https://x.com/happydays00769/status/1831799431169204471)  2024-09-05T20:59Z [---] followers, [---] engagements


"@ThatsNice001 @Wildstylez_ned If I were a betting man youd think that going to all the effort to exercise options go to court to have them counted yes before the $FCU meeting means the deal will probably succeed on that strategy and you'll own $PDN shares next week. Let's see"  
[X Link](https://x.com/happydays00769/status/1832171043781538281)  2024-09-06T21:36Z [---] followers, [--] engagements


"@patrickadownes And just like that the pain will stop and the #uranium sector will start moving higher again because nothing has changed in the supply or growth fundamentals. You will wake up one day and it will just start moving higher and no one will know why. Markets are forward looking"  
[X Link](https://x.com/happydays00769/status/1832266776266338701)  2024-09-07T03:56Z [---] followers, [---] engagements


"@InconvenientTr5 @charles_norton1 You can't just look at the spot price in this sector. Its a little more complicated that that given the fuel cycle. Spot will respond at some stage but it should not trade more than $10-$15 above term pricing"  
[X Link](https://x.com/happydays00769/status/1832608804565025014)  2024-09-08T02:36Z [---] followers, [--] engagements


"@InconvenientTr5 @charles_norton1 Historically $10-15 but that depends on who is buying and who is selling which has gotten much less over the years"  
[X Link](https://x.com/happydays00769/status/1832616131091427377)  2024-09-08T03:05Z [---] followers, [--] engagements


"@MrNeilerua @BambroughKevin I'm not sure it needs to mention miners but they are connected through the operation and expansion"  
[X Link](https://x.com/happydays00769/status/1832686089716531515)  2024-09-08T07:43Z [---] followers, [--] engagements


"@MrNeilerua @BambroughKevin So Tim is not saying the bull market is over like #uraium Twitter.😂 I have no idea who I should believe.🤷♂"  
[X Link](https://x.com/happydays00769/status/1832689348690768089)  2024-09-08T07:56Z [---] followers, [--] engagements


"@playerzerozero1 No it was probably the institution who exercised the options to get the $FCU & $PDN merger through"  
[X Link](https://x.com/happydays00769/status/1832913414458638770)  2024-09-08T22:46Z [---] followers, [---] engagements


"@Staffy72411820 @patrickadownes It just came through; the $FCU vote was in favour of the $PDN merger #uranium - Let's GO"  
[X Link](https://x.com/happydays00769/status/1833306017599525072)  2024-09-10T00:46Z [---] followers, [---] engagements


"@Tztar @oldmaninvestor @patrickadownes @RealRickRule $PDN is the no brainer growth pick in the #uranium sector by a country mile"  
[X Link](https://x.com/happydays00769/status/1833351194682507730)  2024-09-10T03:46Z [---] followers, [---] engagements


"@Twiter3107 @Flex__J Mmmm that's just the spot market. Not much trade actually goes through spot. Why are you so focused on it"  
[X Link](https://x.com/happydays00769/status/1833469469349548270)  2024-09-10T11:36Z [---] followers, [--] engagements


"@PraiseKek @Ryan87536133 Obviously the $PDN management and their very well-paid and educated legal and advisory teams didnt see any issues spending a billion + on $FCU so the chances are its just not. #uranium"  
[X Link](https://x.com/happydays00769/status/1833970356094488579)  2024-09-11T20:46Z [---] followers, [---] engagements


"@HoldcoMarkets The issue is it might include KAP supply. Getting harder to supply the West is the prelude to what might be coming"  
[X Link](https://x.com/happydays00769/status/1834022403045032276)  2024-09-12T00:13Z [---] followers, [--] engagements


"@HoldcoMarkets @quakes99 Also it sounds like Russia has taken a leaf out of the biggest crusaders' playbook that war is good for the economy. The tide is turning against the West of calling all the shots and bullying other countries"  
[X Link](https://x.com/happydays00769/status/1834042412454576531)  2024-09-12T01:32Z [---] followers, [--] engagements


"@VadimPlz How is the term market trading where all the trading happens and the rest of the fuel cycle Looks to be in a bull market to me. The amount of people who don't understand this sector who think they do is staggering"  
[X Link](https://x.com/happydays00769/status/1834709685028712728)  2024-09-13T21:44Z [---] followers, [---] engagements


"@VadimPlz Uranium equities will follow the LT price like all commodities a bear market is a ridiculous statement"  
[X Link](https://x.com/happydays00769/status/1834741952535052433)  2024-09-13T23:52Z [---] followers, [--] engagements


"@Alpha_Getti @426Speculation @Wildstylez_ned Obviously CGC have their nose out of join but they will be hard pressed to prove this arrangement is not in the best interest of $FCU shareholders. Obviously the Canadian Government will want to see CGN with less power with $PDN now uranium is becoming a critical mineral"  
[X Link](https://x.com/happydays00769/status/1835549296701419960)  2024-09-16T05:20Z [---] followers, [---] engagements


"@UrCakeDaddy You won't know what the real catalyst will it will just rally because markets are foward looking"  
[X Link](https://x.com/happydays00769/status/1836547565279646055)  2024-09-18T23:27Z [---] followers, [--] engagements


"@axecapitano @patrickadownes Uranium stocks are up on ASX so it must be timing"  
[X Link](https://x.com/happydays00769/status/1836562613888815183)  2024-09-19T00:27Z [---] followers, [--] engagements


"@axecapitano @redstonemacro @patrickadownes @hkuppy Dogecoin 😂"  
[X Link](https://x.com/happydays00769/status/1836596447497851272)  2024-09-19T02:41Z [---] followers, [--] engagements


"@redstonemacro @axecapitano @patrickadownes @hkuppy Other than Dogecoin my returns are well above the others in uranium. Like 2000%. I'll stick to what I know"  
[X Link](https://x.com/happydays00769/status/1836597777859784760)  2024-09-19T02:46Z [---] followers, [--] engagements


"@Bowenchris How about that nuclear will run for [--] years in Turkey as a minimum. I love your posts because it allows people to counter information for others to read about nuclear making you look like a complete 🤡🤡🤡🤡🤡🤡 https://www.reuters.com/business/energy/nexteras-fpl-gets-20-year-license-extension-turkey-point-nuclear-plant-2024-09-18/ https://www.reuters.com/business/energy/nexteras-fpl-gets-20-year-license-extension-turkey-point-nuclear-plant-2024-09-18/"  
[X Link](https://x.com/happydays00769/status/1837027215369982311)  2024-09-20T07:13Z [---] followers, [--] engagements


"@ChrisWh53353405 @Qldaah Maybe Microsoft have done the numbers ask them"  
[X Link](https://x.com/happydays00769/status/1837249461833322968)  2024-09-20T21:56Z [---] followers, [--] engagements


"@Russputin2 @Qldaah Microsoft disagrees. I disagree with your term world science communities. The rest of the world is going nuclear"  
[X Link](https://x.com/happydays00769/status/1837250099711463641)  2024-09-20T21:58Z [---] followers, [--] engagements


"@simonahac @BieglerTom Yeah wow you would hardly know it given how much coal we are still burning day to day to keep the lights on"  
[X Link](https://x.com/happydays00769/status/1837472976847229058)  2024-09-21T12:44Z [---] followers, [--] engagements


"@simonahac @JoeCat18a Yes the deal definitely speaks volumes about the 24/7 energy requirements for these AI data centres. They obviously can rely on Mother Nature to flick the switch"  
[X Link](https://x.com/happydays00769/status/1837587636078498240)  2024-09-21T20:20Z [---] followers, [--] engagements


"@simonahac @JoeCat18a Its actually not that complicated you just make it complicated because it doesn't align with your personal narrative or investment interests. Others seem to get it or are they wrong"  
[X Link](https://x.com/happydays00769/status/1837630519913468146)  2024-09-21T23:10Z [---] followers, [--] engagements


"@simonahac @JoeCat18a More investment will drop out of renewable projects that's just the markets and the reality of global techs perhaps seeing the writing on the wall with reliable 24/7 energy. You will have some big bumps ahead with convincing heavy industry our path is right. Best of luck 🙏"  
[X Link](https://x.com/happydays00769/status/1837634080302899558)  2024-09-21T23:24Z [---] followers, [--] engagements


"@peterkemplawyer @simonahac @JoeCat18a Oh look its victory for Ukraine pro COVID jab Telsla driving Peter give me a break please 😂. Anyway lets see how it plays out"  
[X Link](https://x.com/happydays00769/status/1837682238638653815)  2024-09-22T02:36Z [---] followers, [--] engagements


"@simonahac @peterkemplawyer @JoeCat18a Sure the wrong energy strategy for these data centres has a head start so it's not a useful comment TBH. Strategies are now changing"  
[X Link](https://x.com/happydays00769/status/1837698985609646501)  2024-09-22T03:42Z [---] followers, [--] engagements


"@simonahac @peterkemplawyer @JoeCat18a If renewables were right they wouldn't be spending billions to secure nuclear power plants and hiring nuclear engineers to develop SMR strategies to go off-grid 😂"  
[X Link](https://x.com/happydays00769/status/1837700201634574668)  2024-09-22T03:47Z [---] followers, [--] engagements


"@peterkemplawyer @simonahac @JoeCat18a This is the tone in the last days read between the lines"  
[X Link](https://x.com/happydays00769/status/1837737783865364608)  2024-09-22T06:16Z [---] followers, [--] engagements


"@peterkemplawyer @simonahac @JoeCat18a California extended Diablo for good reason"  
[X Link](https://x.com/happydays00769/status/1837743054926893498)  2024-09-22T06:37Z [---] followers, [--] engagements


"@simonahac @PeterDutton_MP Do Labor have a full system capital cost for the renewables strategy including enough battery firming Labor keep asking for costs but they haven't detailed it either. You also have never mentioned the full system cost out to [----] to get to net zero"  
[X Link](https://x.com/happydays00769/status/1838072941785092154)  2024-09-23T04:28Z [---] followers, [----] engagements


"@JohnRobbphoto @simonahac @PeterDutton_MP So we keep hearing from the CSIRO GenCost modelling"  
[X Link](https://x.com/happydays00769/status/1838086955181195443)  2024-09-23T05:24Z [---] followers, [--] engagements


"@browncharley23 @JohnRobbphoto @simonahac @MICHAEL37404563 @Real_Don_Easter @Banana16Eric @PeterDutton_MP I highly doubt banks will get involved and [--] nations as part of COP28 plan on tripling their nuclear power output if it was so black and white"  
[X Link](https://x.com/happydays00769/status/1838094075633017289)  2024-09-23T05:52Z [---] followers, [--] engagements


"@Bowenchris Saudia Arabia Indonesia and Italy are going to build nuclear energy. Well Germany is just a lost cause"  
[X Link](https://x.com/happydays00769/status/1838102902088372372)  2024-09-23T06:27Z [---] followers, [---] engagements


"@Bowenchris Germany. Now look at that drop in industrial production after they shut their nuclear power plants"  
[X Link](https://x.com/happydays00769/status/1838103790509260993)  2024-09-23T06:31Z [---] followers, [--] engagements


"@JohnRobbphoto Thank bloody goodness for cheap Chinese manufacturing and labour. Let's hope it stays that way in the new bifurcated energy world because we are betting our entire energy supply chain and replacement parts' future on it"  
[X Link](https://x.com/happydays00769/status/1838165846264594742)  2024-09-23T10:37Z [---] followers, [--] engagements


"@JohnRobbphoto Okay then you obviously haven't studied much history. Watch the Americans make big decision in the coming 12-24 months about their energy system and their national security. It will involve much more nuclear and control over their nuclear fuel supply chain"  
[X Link](https://x.com/happydays00769/status/1838181403781128485)  2024-09-23T11:39Z [---] followers, [--] engagements


"@waynedmoore @socialmediaend @simonahac @moir_alan What if a global big tech wants to build an AI data centre here using nuclear power with their own funding and was also part of our data national security. Would that be okay"  
[X Link](https://x.com/happydays00769/status/1838188341117977020)  2024-09-23T12:07Z [---] followers, [--] engagements


"@markwdixon I know right we burn far more coal than the likes of India and China 😂"  
[X Link](https://x.com/happydays00769/status/1838365152414175682)  2024-09-23T23:49Z [---] followers, [--] engagements


"@waynedmoore @socialmediaend @simonahac @moir_alan And I only say that when you hear the Chief Scientist of AI at Meta making comments like this yesterday. These are not small companies their direction is being made pretty clear. It might come knocking at our door these are very influential people and global companies"  
[X Link](https://x.com/happydays00769/status/1838406932987810283)  2024-09-24T02:35Z [---] followers, [--] engagements


"@ItsWarrenIrwin Looks even like a bit of a pump and dump story to me looking at its history. [--] million market cap 🙄"  
[X Link](https://x.com/happydays00769/status/1838867375698968602)  2024-09-25T09:05Z [---] followers, [---] engagements


"@Dardedar Giddy with the complete povit to nuclear. More deals to come when the Chief Scientist at Meta is talking like this.😎 Giddy up"  
[X Link](https://x.com/happydays00769/status/1838903383773630495)  2024-09-25T11:28Z [---] followers, [--] engagements


"@realmattmaughan @simonahac Because pretty much the whole battery supply chain is dominated by China. Like all markets prices might even go back up in coming years as China moves more to consumption-base. They will always dictate the terms. Who knows what might happen if they decide to invade Taiwan"  
[X Link](https://x.com/happydays00769/status/1839043191984586824)  2024-09-25T20:43Z [---] followers, [--] engagements


"@Dardedar Lets also see what the money thinks when we start talking [---] years operation of 24/7 reliable and continuous energy. Blind Freddy can see the energy pivot cutently going on"  
[X Link](https://x.com/happydays00769/status/1839052215379452232)  2024-09-25T21:19Z [---] followers, [--] engagements


"@Dardedar They are already licencing up to [--] years in Europe and Turkey just got an extension to 80"  
[X Link](https://x.com/happydays00769/status/1839057913450737709)  2024-09-25T21:42Z [---] followers, [--] engagements


"@Dardedar Have you seen Germanys heavy energy industrial production since they closed their nuclear plants In a huge decline. They may even lose BMW"  
[X Link](https://x.com/happydays00769/status/1839061921212809327)  2024-09-25T21:58Z [---] followers, [--] engagements


"@Dardedar Until then next hail storm"  
[X Link](https://x.com/happydays00769/status/1839067723298648396)  2024-09-25T22:21Z [---] followers, [--] engagements


"@Dardedar Builds will get quicker and more efficient and life of reactors longer making them cheaper. Not to mention the massive growth to come in SMR and micro reactors"  
[X Link](https://x.com/happydays00769/status/1839073952989327660)  2024-09-25T22:46Z [---] followers, [--] engagements


"@Dardedar I'll never be a data boffins I make money predicting change. I also listen to smart people like the Chief Scientist at Meta"  
[X Link](https://x.com/happydays00769/status/1839075803595944362)  2024-09-25T22:53Z [---] followers, [--] engagements


"@KnowBothSides @alexbhturnbull @tphuang @AngelicaOung I believe AI is also a race for National Security. The new AI arms race. Sure AI stocks might go up and down depending on the business model but AI is here to stay even in a military capacity"  
[X Link](https://x.com/happydays00769/status/1839177292557484499)  2024-09-26T05:36Z [---] followers, [--] engagements


"@KnowBothSides @alexbhturnbull @tphuang @AngelicaOung What are you talking about The combined market cap of the data centre techs facilitating AI is trillions like [---] trillion"  
[X Link](https://x.com/happydays00769/status/1839181960134140056)  2024-09-26T05:55Z [---] followers, [--] engagements


"@browncharley23 @Peter_Fitz Yes they are"  
[X Link](https://x.com/happydays00769/status/1839290656092729700)  2024-09-26T13:07Z [---] followers, [--] engagements


"@simonahac @RotaryBloke @markcojuangco @BieglerTom Not bred is slightly stretching the truth given how far they have come in design even for large reactors. This baby was in incubation for five years. There is no doubt it will be built soon. Nuclear progress is moving quicker than you make out Simon. https://www.world-nuclear-news.org/articles/south-korean-smr-design-approved-by-regulator https://www.world-nuclear-news.org/articles/south-korean-smr-design-approved-by-regulator"  
[X Link](https://x.com/happydays00769/status/1839473247852867756)  2024-09-27T01:12Z [---] followers, [--] engagements


"@Wildstylez_ned Does anyone know where we might find the court transcripts Or was it a closed session $PDN $FCU #uranium"  
[X Link](https://x.com/happydays00769/status/1839531511240122440)  2024-09-27T05:04Z [---] followers, [---] engagements


"@VagueM62565 @patrickadownes China will buy everything he has 😂"  
[X Link](https://x.com/happydays00769/status/1840083517272928442)  2024-09-28T17:37Z [---] followers, [--] engagements


"@DerClue @simonahac @TVAnews So should I listen to you or the head of Nvidia. Hard decision"  
[X Link](https://x.com/happydays00769/status/1840132996097347821)  2024-09-28T20:54Z [---] followers, [--] engagements


"@PraiseKek @FbmHero @claimenza For gone conclusion really the west will needs pounds and they won't be holding up production because of Metis. PDN had extensive meetings with the Canadian government"  
[X Link](https://x.com/happydays00769/status/1840160532164407458)  2024-09-28T22:43Z [---] followers, [--] engagements


"@PraiseKek @FbmHero @claimenza I'm not too sure a little bit of personal fishing and hunting for the Metis is a priority to critical minerals. Some $ will change hands and that will be the end"  
[X Link](https://x.com/happydays00769/status/1840161363282231657)  2024-09-28T22:47Z [---] followers, [--] engagements


"@EV_rebel @energybants @JoeTegtmeyer Arent you about clean energy 🤔"  
[X Link](https://x.com/happydays00769/status/1841045776107258118)  2024-10-01T09:21Z [---] followers, [--] engagements


"@his_eminence_j @Leewadlo_trades @hedge__x No [----] was all about the credit default swaps"  
[X Link](https://x.com/happydays00769/status/1842423685279309830)  2024-10-05T04:36Z [---] followers, [----] engagements


"@his_eminence_j @Leewadlo_trades @hedge__x Whats the bubble War is good for business and we are now in an interest rate reduction cycle globally"  
[X Link](https://x.com/happydays00769/status/1842646761069740429)  2024-10-05T19:23Z [---] followers, [--] engagements


"@amusedfromhong1 @TristanEdis @ABCaustralia It was nice to see Turnbull Renewables in the mix of balanced experts. https://www.turnbullrenewables.com.au/ https://www.turnbullrenewables.com.au/"  
[X Link](https://x.com/happydays00769/status/1843376516518031646)  2024-10-07T19:43Z [---] followers, [--] engagements


"@simonahac @BConn39 Quite a few countries will be tackling this exact issue of nuclear capacity and trying to load following as they build. There is a % that works well in the nuclear/renewable marriage. Or SMR tech will just give more flexibility. Looking forward to following Parlimentary Enquiry"  
[X Link](https://x.com/happydays00769/status/1844289506457088334)  2024-10-10T08:10Z [---] followers, [--] engagements


"@HDealla @CharlizeTheroff @StevenJMiles Well that is what the bookies are saying. The question will be how big the swing"  
[X Link](https://x.com/happydays00769/status/1845726693907992953)  2024-10-14T07:21Z [---] followers, [--] engagements


"@simonahac @sxswsydney @craigreucassel @McKenzieAmanda @AKQA Lead the way sounds a bit cavalier when come to energy"  
[X Link](https://x.com/happydays00769/status/1845938785118573052)  2024-10-14T21:24Z [---] followers, [--] engagements


"@BPlas5 @PhuketPotato Yellow Cake will buy more from KAP"  
[X Link](https://x.com/happydays00769/status/1846112976954159295)  2024-10-15T08:56Z [---] followers, [--] engagements


"@DavidOsmond8 @vass_and_ I think the Australian people would probably be happy slowing down a bit towards a target and getting the energy mix right. Nuclear tech overseas is currently developing at breakneck speed. The energy narrative is switching a bit to reliability for energy-intensive businesses"  
[X Link](https://x.com/happydays00769/status/1846373431966937197)  2024-10-16T02:11Z [---] followers, [--] engagements


"@DavidOsmond8 @vass_and_ We currently seem to be in an energy panic don't we and trying to make whatever fit. I'm not too sure that sounds sensible or popular either. 🤷♂"  
[X Link](https://x.com/happydays00769/status/1846382804952928577)  2024-10-16T02:48Z [---] followers, [--] engagements


"@cvictordus @janrosenow Sure Google Microsofts are all lying to me investing in nuclear. Cant match the science 😂"  
[X Link](https://x.com/happydays00769/status/1846504163032842467)  2024-10-16T10:51Z [---] followers, [--] engagements


"@michael82816231 @BenFordhamLive Google is wrong. 🙄 This is about reliable energy"  
[X Link](https://x.com/happydays00769/status/1846697543876727136)  2024-10-16T23:39Z [---] followers, [--] engagements


"@Dardedar @MellonSdp6741 @janrosenow Mate if you actually knew your stuff you would be ahead of the energy curve like the big techs are and see what is coming"  
[X Link](https://x.com/happydays00769/status/1847042853597253702)  2024-10-17T22:31Z [---] followers, [--] engagements


"@ChaneyforCurtin @DadSavesAus So youre happy to compromise the Australian people with unreliable energy. Do you think our Australian carbon footprint will destroy your kids futures. You'd best have a chat to China and India who are building more coal fired power stations so their energy transition is smooth"  
[X Link](https://x.com/happydays00769/status/1848914081664639118)  2024-10-23T02:27Z [---] followers, [--] engagements


"@peterkemplawyer @simonahac @Totally4yeah @EuanRitchie1 @CSIRO If fact you don't really need to be too much of genius to work out why these big trillion dollars global techs companies are investing in reliable 24/7 nuclear energy and very happy to fund and co invest. It's just the start so buckle for lots of progress in the coming years"  
[X Link](https://x.com/happydays00769/status/1853217785297437074)  2024-11-03T23:28Z [---] followers, [--] engagements


"@peterkemplawyer @Totally4yeah @simonahac @EuanRitchie1 @CSIRO I'm surprised we had Adi running ANSTO if we feel this way about this engineering and scientific knowledge. I suppose an expert these days just becomes someone who agrees with and confirms the current thinking to protect their job or future"  
[X Link](https://x.com/happydays00769/status/1853246106026824178)  2024-11-04T01:21Z [---] followers, [--] engagements


"@simonahac Can you please explain the need for the nuclear ban and why its even necessary in this day and age with fighting climate change with all clean energy options Please come up with an A-Team answer that makes some sense other than protecting energy sector self interests"  
[X Link](https://x.com/happydays00769/status/1853904744382886069)  2024-11-05T20:58Z [---] followers, [--] engagements


"@tehterminator @MattBro145 Antarctica"  
[X Link](https://x.com/happydays00769/status/1854037924070752591)  2024-11-06T05:47Z [---] followers, [--] engagements


"@SloCan68 Trump winning is so much better for #uranium and nuclear energy"  
[X Link](https://x.com/happydays00769/status/1854039700975321184)  2024-11-06T05:54Z [---] followers, [---] engagements


"@tehterminator I think we are running out of room emigrating [------] people a year"  
[X Link](https://x.com/happydays00769/status/1854049154429067518)  2024-11-06T06:32Z [---] followers, [--] engagements


"@vass_and_ @Larryjamieson_ Simon seems a little rattled TBH and hes now acting like its up to him to get more independent candidates to save Australia"  
[X Link](https://x.com/happydays00769/status/1854347968037433743)  2024-11-07T02:19Z [---] followers, [--] engagements


"@rexjamo @simonahac @climate200 This was a big mistake politically and will most likely backfire come election time. The Coalition will repeal the bill if it makes it through the senate so I'm sure the Coalition will pick up votes on this issue. The age [--] social media ban has a few left noses out of joint 🤦♂"  
[X Link](https://x.com/happydays00769/status/1854459315647807652)  2024-11-07T09:42Z [---] followers, [--] engagements


"@ForSureNotElon @rexjamo @simonahac @climate200 Trump got a lot on votes on the potential suppression of the freedom of speech. The Coalition would be silly not to pick up that football and run it into the next election scrum along with energy"  
[X Link](https://x.com/happydays00769/status/1854752445651472585)  2024-11-08T05:06Z [---] followers, [--] engagements


"@Margare12740329 @coland267 @sandmanute @SophieScamps Snap election in March after government collapsed thus week and opposition is winning in the polls. People have had a gut full"  
[X Link](https://x.com/happydays00769/status/1855180256329801876)  2024-11-09T09:26Z [---] followers, [--] engagements


"@parispost @simonahac The irony of truth social. Is it Labor government run"  
[X Link](https://x.com/happydays00769/status/1855484136045137967)  2024-11-10T05:34Z [---] followers, [--] engagements


"@vass_and_ Other leaders in non ideology aligned countries stood up against it so you found yourself drifting further afield outside of the western culture. Trump provided the release valve for many westerns I feel to speak our minds openly about some deeper basic human issues"  
[X Link](https://x.com/happydays00769/status/1855741731662434460)  2024-11-10T22:38Z [---] followers, [--] engagements


"@QuentinDempster Smart move really. The top down target approach is stupid and means projects are being approved that are not viable"  
[X Link](https://x.com/happydays00769/status/1855748500065042883)  2024-11-10T23:04Z [---] followers, [--] engagements


"@BranderYuri @AlexMiningGuy LHM producing [--] million pounds less actually has no material impact on Fission at all in the bigger corporate production picture. LHM will get to production nameplate well before PLS gets into production by the end of the decade. Problems yes but its early days on the ramp up"  
[X Link](https://x.com/happydays00769/status/1856175997416005761)  2024-11-12T03:23Z [---] followers, [--] engagements


"@patrickadownes The way some investors carried on with their comments you'd think that was the case.😂$PDN gone 🤦♂😂"  
[X Link](https://x.com/happydays00769/status/1856209623629332555)  2024-11-12T05:37Z [---] followers, [---] engagements


"@ajtourville Its mostly for hydrogen exports and it will be [-----] square kilometres in size. 🙄"  
[X Link](https://x.com/happydays00769/status/1856212982319198363)  2024-11-12T05:50Z [---] followers, [--] engagements


"@nxebull @moneyofminepod @TRAVmoneyofmine Id really love to hear how $NXE is going to be worth $77 billion and thats without and dilution to production"  
[X Link](https://x.com/happydays00769/status/1856266659000136102)  2024-11-12T09:23Z [---] followers, [--] engagements


"@Wildstylez_ned @Jfk0101jfk @mineralstocks What from a [------] pound drop in the 1st year ramp up production 🤦♂"  
[X Link](https://x.com/happydays00769/status/1856361549864333625)  2024-11-12T15:40Z [---] followers, [--] engagements


"@amin_chaoui Depleted 😂"  
[X Link](https://x.com/happydays00769/status/1856394517693514102)  2024-11-12T17:51Z [---] followers, [--] engagements


"@BranderYuri @Tztar @AlexMiningGuy I agree PDN having two hits is not ideal for Fission or Paladin holders. The takeover uncertainty and delays has also weighed heavily. But is that enough to give up on a path to production in the short term for PLS 🤷♂"  
[X Link](https://x.com/happydays00769/status/1856422109033181332)  2024-11-12T19:41Z [---] followers, [--] engagements


"@amin_chaoui @BranderYuri They all say they are going to produce this cycle. Nothing could be further from the truth because most wont. $80 million market cap has an explorer has a lot to prove yet"  
[X Link](https://x.com/happydays00769/status/1856423685424591249)  2024-11-12T19:47Z [---] followers, [--] engagements


"@WhoaNellie4 @BrianDegan2 Totally hoodwinked for [------] pounds of production for this year. That doesn't seem so bad in the bigger picture given it is the ramp up production phase"  
[X Link](https://x.com/happydays00769/status/1856528356373639270)  2024-11-13T02:43Z [---] followers, [--] engagements


"@BranderYuri @BrianDegan2 Actually a good article. But the way I read that it seems they would have no hope given PDN is in ramp up production and also information would have been deliberately withheld. We would only be speculating but my guess is management have been working closely together. Lets see 🤷♂"  
[X Link](https://x.com/happydays00769/status/1856532710845763827)  2024-11-13T03:01Z [---] followers, [--] engagements


"@patrickadownes I'm just glad PDN is not a specy. I am interested thought I doubt we will keep out ASX100 crown in the December rebalance. Its hard to know what the real market cap is with the Fission takeover in limbo still"  
[X Link](https://x.com/happydays00769/status/1856813741469569321)  2024-11-13T21:37Z [---] followers, [--] engagements


"@devengandhi I think all he is saying is the delayed progress with the Canadian government security review on the merger as caused market uncertainly and share price volatility which it has"  
[X Link](https://x.com/happydays00769/status/1856896383669678093)  2024-11-14T03:06Z [---] followers, [---] engagements


"@SloCan68 The only people who seem to in in a panic to contract now and at higher prices are the uranium investors.😂🤷♂ The utility fuel buyers seem to be cool cats and probably read Twitter and think what the fuck are they going on about.😂"  
[X Link](https://x.com/happydays00769/status/1856938190050889914)  2024-11-14T05:52Z [---] followers, [--] engagements


"The $FCU merger just looks business as usually and will hopefully be all wrapped up at the end of December. You would assume that also means the TSX listing post the Canadian government security review. Nothing is 100% certain but Ian Purdy seemed quite confident. #uranium $PDN"  
[X Link](https://x.com/happydays00769/status/1857149662647443520)  2024-11-14T19:52Z [---] followers, [---] engagements


"Probably much more water than they need after the upgrades from NamWater and the plant over the coming weeks. A fair portion of their contract book is spot price referenced so will get any market upside. $PDN $FCU #uranium"  
[X Link](https://x.com/happydays00769/status/1857153305853780073)  2024-11-14T20:07Z [---] followers, [---] engagements


"@patrickadownes It's disappointing for $PEN holders; I'm not sure they have hit any target in recent years"  
[X Link](https://x.com/happydays00769/status/1857189089113743613)  2024-11-14T22:29Z [---] followers, [---] engagements


"@skysurfer75 @sprott I wonder how they raised cash Was it above NAV"  
[X Link](https://x.com/happydays00769/status/1857580949988585761)  2024-11-16T00:26Z [---] followers, [---] engagements


"@BranderYuri @devengandhi @Wildstylez_ned Zero chance [---] billion in finance and that would be silly and very risky as a mine carrying that on the balance sheet"  
[X Link](https://x.com/happydays00769/status/1857601284662284541)  2024-11-16T01:47Z [---] followers, [--] engagements


"@MalcolmRaw99915 @SloCan68 Eventually it actually has to. Steadily up or parabolic up is now is question. The longer no contacting is done the more will come at the same time. Its a bit like short selling. Once prices start to move FOMO can kick in"  
[X Link](https://x.com/happydays00769/status/1857916882495660268)  2024-11-16T22:41Z [---] followers, [--] engagements


"@AndyJay16634390 @quakes99 The US is so arrogant sometimes is sickenning. BRICS is going nuclear and the west is way behind the [--] ball. 🎱 We still think windmills and the sun is the answer"  
[X Link](https://x.com/happydays00769/status/1857919303502409910)  2024-11-16T22:50Z [---] followers, [--] engagements


"@peterkemplawyer @simonahac @JohhnyBeBad1 Hes a bit far right 😂🤦♂"  
[X Link](https://x.com/happydays00769/status/1857974500467339299)  2024-11-17T02:30Z [---] followers, [--] engagements


"@weebabalu @ChaeYunChong Sure if you are still holding. Markets trade everyday except weekend if you think that 😂"  
[X Link](https://x.com/happydays00769/status/1858264137052176412)  2024-11-17T21:41Z [---] followers, [--] engagements


"@HoldcoMarkets Russias priority is to refuel the BRICS nuclear buildouts this is nothing about US sanctions tit for tat. China needs the fuel and so do other BRICS nations moving forward"  
[X Link](https://x.com/happydays00769/status/1858319213494255695)  2024-11-18T01:20Z [---] followers, [---] engagements


"@simonahac @CISOZ @QuixoticQuant Would the potential funding for the work be easier without the nuclear ban The ban seems to muddy the professional waters. It was a great debate though but a FULL system cost would be a great start for comparison"  
[X Link](https://x.com/happydays00769/status/1858599243776217544)  2024-11-18T19:52Z [---] followers, [---] engagements


"@DavidOsmond8 @QuixoticQuant Do you know if Germany modelled their energy grid If they did it doesn't seem like an exact science for future weather predictions for renewables"  
[X Link](https://x.com/happydays00769/status/1861698903709475212)  2024-11-27T09:09Z [---] followers, [--] engagements


"@joshy_uranium @Reds72504883 Quite quickly if the Fission deal is appoved and LHM is running all system go at the end of the 4th quarter"  
[X Link](https://x.com/happydays00769/status/1862044932837400780)  2024-11-28T08:04Z [---] followers, [--] engagements


"@BranderYuri @devengandhi @Jfk0101jfk If you tuned into the $PDN general meeting yesterday they seemed quite confident the $FCU merger will go through. They are still moving forward and preparing for the integration. Business as usual focusing on the bigger production picture not the short term volatility Pennies"  
[X Link](https://x.com/happydays00769/status/1862620745031115095)  2024-11-29T22:12Z [---] followers, [---] engagements


"@simonahac @andrew_thaler All social platforms basically die as people get bored looking for new social engagement. Facebook is now basically dead"  
[X Link](https://x.com/happydays00769/status/1862790771033981199)  2024-11-30T09:28Z [---] followers, [--] engagements


"@patrickadownes Not really. History is littered with the US political playbook. We are now seeing Russia implement the same playbook in Niger and perhaps other countries with US or NATO occupation"  
[X Link](https://x.com/happydays00769/status/1863176475496911354)  2024-12-01T11:01Z [---] followers, [--] engagements


"@SloCan68 If you tuned into the $PDN AGM on Friday $FCU doesnt want to walk away. Thank CGN and China for the PDN price slump trying to scuttle the deal and investor confidence since losing in court. They will have to unwind when the deal finally gets approved"  
[X Link](https://x.com/happydays00769/status/1863364472351363414)  2024-12-01T23:28Z [---] followers, [---] engagements


"@sydney_ev Looks like its all going very well. Great having all that energy when you can move it where and when you want it. The cracks are forming on the decades of energy stupidity trying to control the weather. New nuclear tech will be able to potentially load follow. Stay tuned"  
[X Link](https://x.com/happydays00769/status/1863386434117521495)  2024-12-02T00:55Z [---] followers, [--] engagements


"@sydney_ev We will learn the hard way you cant build a reliable energy system around the weather that is both not too complex nor unstable. Scalable storage will blow the costs sky high to get enough grid redundancy. Its like watching a slow motion train crash 😂"  
[X Link](https://x.com/happydays00769/status/1863387062625534047)  2024-12-02T00:57Z [---] followers, [--] engagements


"@sydney_ev Why do you think many BRICS countries are going nuclear Because they are not community brainwashed like the west about wind solar and a cheap full system costs they think is lower but its NOT 🤦♂"  
[X Link](https://x.com/happydays00769/status/1863387630425301164)  2024-12-02T01:00Z [---] followers, [--] engagements


"@NeilBoltonRSPL @sydney_ev Because coal can be ramped up when needed even when the sun sets. Solars peak is when the energy is not really required. If you start with a dumb idea it doesnt become apparent until practically tested"  
[X Link](https://x.com/happydays00769/status/1863388347978170573)  2024-12-02T01:02Z [---] followers, [--] engagements


"@sydney_ev Free energy 😂"  
[X Link](https://x.com/happydays00769/status/1863407071091184017)  2024-12-02T02:17Z [---] followers, [--] engagements


"@AGorania @patrickadownes Im on the side of global peace and I think that only comes when the US stops throwing its weight around trying for 1st strike positions on other countries borders. Im sure if they keep it up it will become tit for tat and we know how the US feels about things close to them"  
[X Link](https://x.com/happydays00769/status/1863410692226785281)  2024-12-02T02:31Z [---] followers, [--] engagements


"@KEN94104199 @SloCan68 @Paladin_Energy @FissionUranium $FCU lawyers are not even working on getting out of the deal 😂 If you dialled into the $PDN AGM the lawyers seem to be working on the merger transition security review and TSX listing still. Nothing has changed in their minds at all just Twitter's mind with the disconnect 😂"  
[X Link](https://x.com/happydays00769/status/1863471944504648146)  2024-12-02T06:35Z [---] followers, [---] engagements


"@KEN94104199 @SloCan68 @Paladin_Energy @FissionUranium Its actually quite funny listening recently to where the management teams have their heads and vision currently on the merger and where Twitter investors have theirs. I know where Twitter investors currently have their heads 😂"  
[X Link](https://x.com/happydays00769/status/1863473565569634803)  2024-12-02T06:41Z [---] followers, [--] engagements


"@sydney_ev Its not really free theres a capital cost of panels and batteries"  
[X Link](https://x.com/happydays00769/status/1863537388183519623)  2024-12-02T10:55Z [---] followers, [--] engagements


"@ProfRayWills Ill also add its such a brilliant idea having most our energy grid the bedrock of our social system relying on cheap Chinese parts and their future supply chain. Smart move 👌😎"  
[X Link](https://x.com/happydays00769/status/1863548802822475883)  2024-12-02T11:40Z [--] followers, [---] engagements


"@FF_Grazz @ProfRayWills Sure do you also have a number for the full system cost for net zero with 92% renewables with firming Or you don't know I'm pretty sure everyone is still waiting"  
[X Link](https://x.com/happydays00769/status/1863753513622544516)  2024-12-03T01:13Z [--] followers, [--] engagements


"@electricfuture5 @elonmusk Probably a blessing in disguise"  
[X Link](https://x.com/happydays00769/status/1863830926888935720)  2024-12-03T06:21Z [---] followers, [--] engagements


"@simonahac China will probably get its nuclear builds under [--] years as it completes more and finds more efficiency. You get better and faster the more you do; it's almost a cookie-cutter process. It's a great fiscal policy to move from infrastructure and housing builds to energy builds"  
[X Link](https://x.com/happydays00769/status/1864077782139203672)  2024-12-03T22:42Z [---] followers, [--] engagements


"@Zoiks @pm_mcd @DavidOsmond8 Too easy on nuclear More to the contrary. The US DoE published this report in Septmber. Their view was a mix was cheaper and less energy risks. There is a new report dropping as well soon. My guess it will coincide with the LNP nuclear energy plans. https://liftoff.energy.gov/wp-content/uploads/2024/10/LIFTOFF_DOE_AdvNuclear-vX7.pdf https://liftoff.energy.gov/wp-content/uploads/2024/10/LIFTOFF_DOE_AdvNuclear-vX7.pdf"  
[X Link](https://x.com/happydays00769/status/1864441752901570943)  2024-12-04T22:48Z [--] followers, [--] engagements


"@agooddoggyX10 @patrickadownes The AGM comments from Ian seem to indicate they knew who and why the shorts and said quite a few will unwind positions post the deal closing. I assume they will get PDN shares for Fission shares for covering. That will mean no short covering from some positions"  
[X Link](https://x.com/happydays00769/status/1864477733528719507)  2024-12-05T01:11Z [--] followers, [--] engagements


"@dez_blanchfield @CroweDM @paulsakkal It bizarre really. Most countries in the world have political bipartisan support for nuclear energy now. Their current stance will probably sink them"  
[X Link](https://x.com/happydays00769/status/1864933935710638374)  2024-12-06T07:24Z [--] followers, [--] engagements


"@JC47053522 @TomPlayford3 What happens if we have a trade war or they decide to invade Taiwan"  
[X Link](https://x.com/happydays00769/status/1865113796442034650)  2024-12-06T19:19Z [--] followers, [--] engagements

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

@happydays00769 Avatar @happydays00769 Sonny

Sonny posts on X about china, money, countries, australia the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

Engagements Line Chart

  • [--] Month [-----] +164%
  • [--] Months [-----] +13%
  • [--] Year [------] -48%

Mentions: [--] #

Mentions Line Chart

  • [--] Months [--] -34%
  • [--] Year [---] -64%

Followers: [---] #

Followers Line Chart

  • [--] Month [---] +0.72%
  • [--] Months [---] +8.60%
  • [--] Year [---] +34%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence finance countries technology brands social networks automotive brands celebrities cryptocurrencies stocks us election agencies

Social topic influence china, money, countries, australia, $pdn, stocks, $ccj, twitter, russia, investment

Top assets mentioned Cameco Corporation (CCJ) Metis (METIS) RAMP (RAMP) Pentagon Games (PEN) NexGen Energy Ltd. (NXE) Microsoft Corp. (MSFT) Dogecoin (DOGE) Alphabet Inc Class A (GOOGL) SENATE (SENATE) NVIDIA Corp. (NVDA) Clear Channel Outdoor Holdings, Inc. (CCO)

Top Social Posts

Top posts by engagements in the last [--] hours

"@DavidOsmond8 The fact you have to simulate Mother Nature for a potential energy outcome is concerning to say the least. Do you know 100% or not or just there about How big could the future weather variables be Or you'll just guess that as well"
X Link 2023-09-01T10:28Z [--] followers, [--] engagements

"@janrosenow @Telegraph 80% of people are flat-out managing their days let alone remembering to charge the car plus also managing a long-distance family trip in Australia with multiple charging stops"
X Link 2023-09-10T10:18Z [--] followers, [--] engagements

"@NaturindaHaruna @thesiriusreport China is becoming more consumption based just like the West did post WW2. Less and less they need the West as internal consumption with drive GDP growth"
X Link 2023-09-10T22:24Z [--] followers, [--] engagements

"@NukeDaveSweeney So who or how many actually died of radiation in Fukushima"
X Link 2023-09-13T07:39Z [--] followers, [--] engagements

"Make sure you vote on this Aussie ABC poll #uranium Twitter and also repost. Public opinions do matter #nuclear $PDN $DYL $AGE $CCJ $PEN $CCO $GLO $BMN $BOE $LOT $SLX @quakes99"
X Link 2023-09-18T03:50Z [--] followers, [---] engagements

"@simonahac @StuartRCrossman I guess rolling out two and three of Aurora means they are not all that hopeful. Big brains big money including DOE. Our government is flat-out understanding nuclear. It should be fun watching Mr Bowen tonight making it clear that we are not considering all options"
X Link 2023-09-18T05:11Z [--] followers, [--] engagements

"@simonahac @StuartRCrossman They say 26/27 to produce the first electricity but that might be optimistic. Anyway new ideas options and broad-based energy mixes are gaining traction internationally; keeping an open mind to new ideas doesn't hurt"
X Link 2023-09-18T06:00Z [--] followers, [--] engagements

"@jm493_au @peterkemplawyer @simonahac @BloombergNEF Batteries need to be replaced every [--] years solar panels as per current research are now degrading quicker than first thought so now every [--] years Ill give wind turbine blades every [--] years. Should we discuss reliability as well"
X Link 2023-09-18T08:44Z [--] followers, [--] engagements

"@jm493_au @peterkemplawyer @simonahac @BloombergNEF Don't get me wrong I believe we need a mix of energy on the grid but it's completely reckless to not look at all possible options at a leadership level"
X Link 2023-09-18T08:49Z [--] followers, [--] engagements

"@pettifer_james @JaysonJensen5 @Vision_iii @zalisteggall How's it working out in SA This is meant to be the poster child renewable state. Maybe we need to just slow down a bit and get it right with all options. Australia is not going to collapse the world 😂"
X Link 2023-09-20T09:47Z [--] followers, [--] engagements

"@btckr Housing crisis national debt aged care hospitals national security climate change and the list goes on and this is what the clown chose to spend our time and money on.😂 it's not discrimination it's getting the priorities right now"
X Link 2023-10-14T04:45Z [--] followers, [--] engagements

"@AskDrBurt @realTimHack Plus inflation is on the decline and there's way too much synthetic paper around for both gold and silver. Anyway let's see in [--] months which has performed best. Gold has had the perfect environment to rally hard but failed"
X Link 2023-12-10T19:03Z [--] followers, [--] engagements

"@quakes99 That's correct but they are being signed at the current term pricing and yes they might not be fixed but the rest is pure price speculation. What will be the term price end December If we see a $10 jump stocks will probably respond"
X Link 2023-12-20T19:21Z [--] followers, [--] engagements

"@CycleInvestor Uranium investors have a lot to learn about priced contracts and company valuations. I'll value a company at the spot price if they are selling all their production into the spot market like Paladin did last cycle but that's super risky like Paladin found out"
X Link 2023-12-20T22:44Z [--] followers, [--] engagements

"@ChauTran1605 I highly doubt the floor and ceiling are spot-referenced. Spot blew out to a $40 gap last cycled utilities are not dumb and know it's an illiquid sometimes manipulated market"
X Link 2023-12-21T02:48Z [--] followers, [--] engagements

"@SRSroccoReport @Peak_Ascent You do realise both nuclear power and uranium usage are globally used. China and BRICs will ultimately drive future global growth and global energy consumption as the West stagnates. You do need to get a much better handle on top-down global macro drivers for your reports"
X Link 2024-02-08T09:06Z [--] followers, [---] engagements

"@clp923 You are no more in control of the trade than the next trader so get down off your ladder.🙄"
X Link 2024-02-27T21:49Z [--] followers, [--] engagements

"@ProvenReserves Who cares what they have to buy in the spot market 😂 it's totally irrelevant to stock valuation that are determined by the LT price. The market is not dumb and they know its an illiquid market"
X Link 2024-03-13T19:39Z [--] followers, [--] engagements

"@samueltanjs I can't see too many governments globally getting too excited about building gas powerplant. Nuclear is the base load future. Follow the $"
X Link 2024-05-03T12:48Z [--] followers, [--] engagements

"@samueltanjs Who cares about the US China and the BRICs will dominate future nuclear energy. China will outgrow the US in the next few years"
X Link 2024-05-03T13:01Z [--] followers, [--] engagements

"@JekyllCapital @mrfriebe @hchris999 @KlendathuCap LH AUD $1 billion value 😂🤦♂"
X Link 2024-05-17T07:57Z [--] followers, [--] engagements

"@yestiseye @TMFScottP Worth listening to. https://www.youtube.com/watchv=J50hWO2DKHc https://www.youtube.com/watchv=J50hWO2DKHc"
X Link 2024-06-21T00:45Z [--] followers, [--] engagements

"@Margare12740329 @Peter_Fitz How are these countries even comparable to our energy requirements - seriously"
X Link 2024-06-21T10:57Z [--] followers, [--] engagements

"@simonahac @GuardianAus @EnergyInstitute [----] wow"
X Link 2024-06-25T00:28Z [--] followers, [--] engagements

"@jasonandrade @JakeBeer11 @Bowenchris In February [----] President Emmanuel Macron announced plans to build six new reactors and to consider building a further eight. The President highlighted the need to increase electricity supply by up to 60% as the country attempts to reduce consumption of oil and gas"
X Link 2024-06-25T02:41Z [--] followers, [--] engagements

"@RyanG03978567 @IglooInnkeeper @FissionUranium Not a really crash hot deal for $PDN TBH. They are taking on the 4-5 year future development risk and underwriting your billion-dollar plus of $FCU shareholder dilution with cashflow"
X Link 2024-06-27T02:04Z [--] followers, [--] engagements

"@Peter_Fitz You need to think mixed energy and hedging our bets"
X Link 2024-06-28T12:22Z [--] followers, [--] engagements

"@Mercfan3Mercfan @Aaronsmith333 You can rebuild parts in an engine such as the top head injectors etc. A battery degrades 100% to [--] over time so there is much less mileagealso a difference between [--] cylinder and [--] cylinder etc"
X Link 2024-06-30T04:52Z [--] followers, [--] engagements

"@Mercfan3Mercfan @Aaronsmith333 Its all good you keep driving your EV if you have one and Ill just keep driving my petrol [--] litre twin turbo.👌 I have zero desire to get one for now. Perhaps more interested in what BMW are doing with hydrogen"
X Link 2024-06-30T06:30Z [--] followers, [--] engagements

"@John_of_Bexley @SamKSS @Mon4Kooyong Is this a travel brochure"
X Link 2024-07-23T05:06Z [---] followers, [--] engagements

"@simonahac @RustyRoggers [--] reactors under construction [--] proposed and [---] proposed in countries that are building out their fleet. These numbers will keep going up now tech is improving and the quicker build times of the Chinese and South Korean builds"
X Link 2024-07-27T07:29Z [---] followers, [--] engagements

"@simonahac @RustyRoggers Based on what current world leaders are saying today and the past months with with the passing of the US Advanced Act the tempo for nuclear is building very quickly so I'm sure you are going to see more builds and probably more quickly. From the UK Prime Minister"
X Link 2024-07-27T11:18Z [---] followers, [--] engagements

"@AAGresearch @marketplunger1 Zero chance silver going to $100 given the amount of unbacked paper around. Uranium on the other hand still has a massive supply deficit. Nothing has changed no matter what happened this week"
X Link 2024-08-03T00:02Z [---] followers, [--] engagements

"@patrickadownes They haven't peaked but they are not going up significantly right at this moment. As soon as it does though the momentum will again follow. The next run will be much stronger into the rate cut cycle and more market liquidity"
X Link 2024-08-08T07:24Z [---] followers, [---] engagements

"@maxray941800721 @patrickadownes I actually have no idea how you come to that conclusion. Lower interest rates provide more economic and investor confidence and market liquidity"
X Link 2024-08-08T08:20Z [---] followers, [--] engagements

"@saulgoo94536892 @antonioresource You must own shit uranium stocks"
X Link 2024-08-08T21:12Z [---] followers, [--] engagements

"@Tztar Cheers. Sounds reasonable and so does the uranium LT price over the next [--] months"
X Link 2024-08-09T23:45Z [---] followers, [--] engagements

"@ghagler Fake news. This was not DU"
X Link 2024-08-11T02:57Z [---] followers, [--] engagements

"@Wildstylez_ned @quakes99 @knarfmartini2 You probably will drop 20-30% immediately like all uranium shares have recently because you will lose the $PDN takeover premium and pathway to production"
X Link 2024-08-14T21:12Z [---] followers, [--] engagements

"@PraiseKek @rekurencja If the enviromental impact study says otherwise there is nothing they can probably do to stop the mine development. Mtis are not really even First Nation and are always fighting for some rights"
X Link 2024-08-16T12:16Z [---] followers, [--] engagements

"@PraiseKek @rekurencja This move is even a bad look from Mtis. Sour grapes that $FCU and PLS will probably beat $NXE to production with $PDN balance sheet and cash flow"
X Link 2024-08-16T12:19Z [---] followers, [---] engagements

"@Alexsei88 @PraiseKek @iaeaorg @rafaelmgrossi @ZelenskyyUa The most desperate side would do this and at this stage Russia is far from desperate having nuclear weapons and also taking more ground in Ukraine where the battle will matter. Kursk is more of a distraction for Ukraine than Russia"
X Link 2024-08-18T07:14Z [---] followers, [---] engagements

"@AskDrBurt Oh just stop it 🙄 At the moment they are getting their asses handed to them in Kursk and rest of Urkraine. More likely a peace deal in the coming months then uranium equities really rocket"
X Link 2024-08-23T15:20Z [---] followers, [--] engagements

"@capnek123 $PDN should just walk away TBH. This might be a blessing in disguise for Paladin shareholders"
X Link 2024-08-26T09:09Z [---] followers, [---] engagements

"@PraiseKek $PDN might get out of the $FCU deal which is why they weren't too worried about recent events"
X Link 2024-08-26T09:22Z [---] followers, [---] engagements

"@ballsmeep I'm starting to believe that it might be a good omen for $PDN to be able to walk away from the $FCU deal. They paid too much before the correction and funding will be higher than expected assuming it gets permitted"
X Link 2024-08-26T12:31Z [---] followers, [---] engagements

"@BranderYuri @Wildstylez_ned @0 Probably a blessing for $PDN holders who were also blinded by the Metis action last week. Lots of community work obviously needs to be done there"
X Link 2024-08-26T13:58Z [---] followers, [--] engagements

"@GoForBull @patrickadownes Unlikely to get the votes needed because not voting is a no vote. $PDN should walk away post the $FCU meeting the deal and company looks like it has some flies on it"
X Link 2024-08-27T00:03Z [---] followers, [--] engagements

"@GoForBull @patrickadownes $PDN shareholders are underwriting all the $2.5 billion risk getting PLS to production and it doesn't look like it will be smooth sailing with the locals. Seems like the $FCU deal will be a complete headache. $PDN should focus on their existing assets"
X Link 2024-08-27T00:08Z [---] followers, [---] engagements

"@GoForBull @mattymikals Agree though $PDN has done the hard work producing again and generating positive cashflow perhaps they should have waited a bit. I think shareholders were a little shocked they were committing to future billions with $FCU & PLS as soon as LHM started producing $$$"
X Link 2024-08-27T08:15Z [---] followers, [---] engagements

"@wam010720 @mattymikals I think they will get to find out TBH. $PDN wont offer more given the market corrected 30%. Dilution is a killer for $FCU. Most big runs will be met with cap raises. The sooner it gets voted down the quicker we can all move on. An extenstion was a waste of time"
X Link 2024-08-27T10:22Z [---] followers, [---] engagements

"@PraiseKek @TreeFarmerBC @metisnationsask @CNSC_CCSN The $5 million from NXE was probably to buy their non-support for the $FCU PLS project. Who knows but I hope $PDN walks away after the vote. I highly doubt it will get the numbers by next week"
X Link 2024-08-29T00:23Z [---] followers, [---] engagements

"@PraiseKek @metisnationsask @CNSC_CCSN No wonder $FCU shareholders actually want more all they have done is raise money and dilute for [--] years. 😂 Expect more of the same dilution in the coming years. Now management wants the $PDN cash flow.😂🤦♂"
X Link 2024-08-29T04:19Z [---] followers, [---] engagements

"@quakes99 $PDN should just walk away. Market corrected 30% after the offer. These valuations mean nothing"
X Link 2024-08-29T23:11Z [---] followers, [--] engagements

"@quakes99 The deal will hopefully just die next week. $PDN doesn't need this $FCU deal"
X Link 2024-08-29T23:13Z [---] followers, [---] engagements

"@quakes99 Sure and $PDN has a $17 price target. They are hypothetical models for future price projections that may or may not happen. You take a company over based on the market today"
X Link 2024-08-29T23:28Z [---] followers, [--] engagements

"@quakes99 $PDN should not raise it. The value of a company and the market is mostly reflected in the share price and VWAP is the proper measure not a research report from a small broker. As if PDN would be interested in a Haywood research report for $FCU valuation"
X Link 2024-08-29T23:34Z [---] followers, [--] engagements

"@quakes99 So can $PDN use the $16 consensus valuation from major broking houses to determine the value of shares issued to $FCU shareholders if the bid is increased because we are now using broker research reports"
X Link 2024-08-30T00:05Z [---] followers, [--] engagements

"@AlexMiningGuy @patrickadownes Some people seem to think a little mid tier broker report determines the valuation of Fission but does that also apply to the company taking over The last I saw at the consensus was $16 on PDN. $PDN will pay way too much if VWAP is adjusted now and the $FCU bid is increased"
X Link 2024-08-30T02:56Z [---] followers, [---] engagements

"@U308Uranium @Wildstylez_ned Offering more for $FCU with $PDN now off 30% is just not worth it. Then spending $1.4 billion. Metis now also causing issues. $FCU has not done the community work at this stage"
X Link 2024-08-31T09:28Z [---] followers, [--] engagements

"@Gamboleer @TheMongrel_Cat Sure but some probably took the lazy view of not voting is casting a no vote. $FCU $PDN"
X Link 2024-09-01T07:42Z [---] followers, [--] engagements

"@BenJamin76_ @TheMongrel_Cat Rating agencies valuations 😂 Does PDN get their paper uplift to its rating agency valuation of concecensus of $16 or does it need to issue it's paper at market to you Its highly likely you wont be paid anything and the next pay will be you funding for next for a cap raise.👌"
X Link 2024-09-01T07:47Z [---] followers, [--] engagements

"@SteveRodio @Beta_Beaker @Peak_Ascent I guess I just scroll past the stock-specific stuff"
X Link 2024-09-02T20:59Z [---] followers, [--] engagements

"@CN18000915 @U308Uranium @patrickadownes I'm pretty sure it was like over $3 when he made that call. A bit of work to do"
X Link 2024-09-04T12:59Z [---] followers, [---] engagements

"@devengandhi @BranderYuri It doesn't look like the $FCU meeting is extended beyond the 09/09. I read this that with the options as common sock they potentially have the required numbers. Who owns all the options $PDN #uranium"
X Link 2024-09-05T20:59Z [---] followers, [---] engagements

"@ThatsNice001 @Wildstylez_ned If I were a betting man youd think that going to all the effort to exercise options go to court to have them counted yes before the $FCU meeting means the deal will probably succeed on that strategy and you'll own $PDN shares next week. Let's see"
X Link 2024-09-06T21:36Z [---] followers, [--] engagements

"@patrickadownes And just like that the pain will stop and the #uranium sector will start moving higher again because nothing has changed in the supply or growth fundamentals. You will wake up one day and it will just start moving higher and no one will know why. Markets are forward looking"
X Link 2024-09-07T03:56Z [---] followers, [---] engagements

"@InconvenientTr5 @charles_norton1 You can't just look at the spot price in this sector. Its a little more complicated that that given the fuel cycle. Spot will respond at some stage but it should not trade more than $10-$15 above term pricing"
X Link 2024-09-08T02:36Z [---] followers, [--] engagements

"@InconvenientTr5 @charles_norton1 Historically $10-15 but that depends on who is buying and who is selling which has gotten much less over the years"
X Link 2024-09-08T03:05Z [---] followers, [--] engagements

"@MrNeilerua @BambroughKevin I'm not sure it needs to mention miners but they are connected through the operation and expansion"
X Link 2024-09-08T07:43Z [---] followers, [--] engagements

"@MrNeilerua @BambroughKevin So Tim is not saying the bull market is over like #uraium Twitter.😂 I have no idea who I should believe.🤷♂"
X Link 2024-09-08T07:56Z [---] followers, [--] engagements

"@playerzerozero1 No it was probably the institution who exercised the options to get the $FCU & $PDN merger through"
X Link 2024-09-08T22:46Z [---] followers, [---] engagements

"@Staffy72411820 @patrickadownes It just came through; the $FCU vote was in favour of the $PDN merger #uranium - Let's GO"
X Link 2024-09-10T00:46Z [---] followers, [---] engagements

"@Tztar @oldmaninvestor @patrickadownes @RealRickRule $PDN is the no brainer growth pick in the #uranium sector by a country mile"
X Link 2024-09-10T03:46Z [---] followers, [---] engagements

"@Twiter3107 @Flex__J Mmmm that's just the spot market. Not much trade actually goes through spot. Why are you so focused on it"
X Link 2024-09-10T11:36Z [---] followers, [--] engagements

"@PraiseKek @Ryan87536133 Obviously the $PDN management and their very well-paid and educated legal and advisory teams didnt see any issues spending a billion + on $FCU so the chances are its just not. #uranium"
X Link 2024-09-11T20:46Z [---] followers, [---] engagements

"@HoldcoMarkets The issue is it might include KAP supply. Getting harder to supply the West is the prelude to what might be coming"
X Link 2024-09-12T00:13Z [---] followers, [--] engagements

"@HoldcoMarkets @quakes99 Also it sounds like Russia has taken a leaf out of the biggest crusaders' playbook that war is good for the economy. The tide is turning against the West of calling all the shots and bullying other countries"
X Link 2024-09-12T01:32Z [---] followers, [--] engagements

"@VadimPlz How is the term market trading where all the trading happens and the rest of the fuel cycle Looks to be in a bull market to me. The amount of people who don't understand this sector who think they do is staggering"
X Link 2024-09-13T21:44Z [---] followers, [---] engagements

"@VadimPlz Uranium equities will follow the LT price like all commodities a bear market is a ridiculous statement"
X Link 2024-09-13T23:52Z [---] followers, [--] engagements

"@Alpha_Getti @426Speculation @Wildstylez_ned Obviously CGC have their nose out of join but they will be hard pressed to prove this arrangement is not in the best interest of $FCU shareholders. Obviously the Canadian Government will want to see CGN with less power with $PDN now uranium is becoming a critical mineral"
X Link 2024-09-16T05:20Z [---] followers, [---] engagements

"@UrCakeDaddy You won't know what the real catalyst will it will just rally because markets are foward looking"
X Link 2024-09-18T23:27Z [---] followers, [--] engagements

"@axecapitano @patrickadownes Uranium stocks are up on ASX so it must be timing"
X Link 2024-09-19T00:27Z [---] followers, [--] engagements

"@axecapitano @redstonemacro @patrickadownes @hkuppy Dogecoin 😂"
X Link 2024-09-19T02:41Z [---] followers, [--] engagements

"@redstonemacro @axecapitano @patrickadownes @hkuppy Other than Dogecoin my returns are well above the others in uranium. Like 2000%. I'll stick to what I know"
X Link 2024-09-19T02:46Z [---] followers, [--] engagements

"@Bowenchris How about that nuclear will run for [--] years in Turkey as a minimum. I love your posts because it allows people to counter information for others to read about nuclear making you look like a complete 🤡🤡🤡🤡🤡🤡 https://www.reuters.com/business/energy/nexteras-fpl-gets-20-year-license-extension-turkey-point-nuclear-plant-2024-09-18/ https://www.reuters.com/business/energy/nexteras-fpl-gets-20-year-license-extension-turkey-point-nuclear-plant-2024-09-18/"
X Link 2024-09-20T07:13Z [---] followers, [--] engagements

"@ChrisWh53353405 @Qldaah Maybe Microsoft have done the numbers ask them"
X Link 2024-09-20T21:56Z [---] followers, [--] engagements

"@Russputin2 @Qldaah Microsoft disagrees. I disagree with your term world science communities. The rest of the world is going nuclear"
X Link 2024-09-20T21:58Z [---] followers, [--] engagements

"@simonahac @BieglerTom Yeah wow you would hardly know it given how much coal we are still burning day to day to keep the lights on"
X Link 2024-09-21T12:44Z [---] followers, [--] engagements

"@simonahac @JoeCat18a Yes the deal definitely speaks volumes about the 24/7 energy requirements for these AI data centres. They obviously can rely on Mother Nature to flick the switch"
X Link 2024-09-21T20:20Z [---] followers, [--] engagements

"@simonahac @JoeCat18a Its actually not that complicated you just make it complicated because it doesn't align with your personal narrative or investment interests. Others seem to get it or are they wrong"
X Link 2024-09-21T23:10Z [---] followers, [--] engagements

"@simonahac @JoeCat18a More investment will drop out of renewable projects that's just the markets and the reality of global techs perhaps seeing the writing on the wall with reliable 24/7 energy. You will have some big bumps ahead with convincing heavy industry our path is right. Best of luck 🙏"
X Link 2024-09-21T23:24Z [---] followers, [--] engagements

"@peterkemplawyer @simonahac @JoeCat18a Oh look its victory for Ukraine pro COVID jab Telsla driving Peter give me a break please 😂. Anyway lets see how it plays out"
X Link 2024-09-22T02:36Z [---] followers, [--] engagements

"@simonahac @peterkemplawyer @JoeCat18a Sure the wrong energy strategy for these data centres has a head start so it's not a useful comment TBH. Strategies are now changing"
X Link 2024-09-22T03:42Z [---] followers, [--] engagements

"@simonahac @peterkemplawyer @JoeCat18a If renewables were right they wouldn't be spending billions to secure nuclear power plants and hiring nuclear engineers to develop SMR strategies to go off-grid 😂"
X Link 2024-09-22T03:47Z [---] followers, [--] engagements

"@peterkemplawyer @simonahac @JoeCat18a This is the tone in the last days read between the lines"
X Link 2024-09-22T06:16Z [---] followers, [--] engagements

"@peterkemplawyer @simonahac @JoeCat18a California extended Diablo for good reason"
X Link 2024-09-22T06:37Z [---] followers, [--] engagements

"@simonahac @PeterDutton_MP Do Labor have a full system capital cost for the renewables strategy including enough battery firming Labor keep asking for costs but they haven't detailed it either. You also have never mentioned the full system cost out to [----] to get to net zero"
X Link 2024-09-23T04:28Z [---] followers, [----] engagements

"@JohnRobbphoto @simonahac @PeterDutton_MP So we keep hearing from the CSIRO GenCost modelling"
X Link 2024-09-23T05:24Z [---] followers, [--] engagements

"@browncharley23 @JohnRobbphoto @simonahac @MICHAEL37404563 @Real_Don_Easter @Banana16Eric @PeterDutton_MP I highly doubt banks will get involved and [--] nations as part of COP28 plan on tripling their nuclear power output if it was so black and white"
X Link 2024-09-23T05:52Z [---] followers, [--] engagements

"@Bowenchris Saudia Arabia Indonesia and Italy are going to build nuclear energy. Well Germany is just a lost cause"
X Link 2024-09-23T06:27Z [---] followers, [---] engagements

"@Bowenchris Germany. Now look at that drop in industrial production after they shut their nuclear power plants"
X Link 2024-09-23T06:31Z [---] followers, [--] engagements

"@JohnRobbphoto Thank bloody goodness for cheap Chinese manufacturing and labour. Let's hope it stays that way in the new bifurcated energy world because we are betting our entire energy supply chain and replacement parts' future on it"
X Link 2024-09-23T10:37Z [---] followers, [--] engagements

"@JohnRobbphoto Okay then you obviously haven't studied much history. Watch the Americans make big decision in the coming 12-24 months about their energy system and their national security. It will involve much more nuclear and control over their nuclear fuel supply chain"
X Link 2024-09-23T11:39Z [---] followers, [--] engagements

"@waynedmoore @socialmediaend @simonahac @moir_alan What if a global big tech wants to build an AI data centre here using nuclear power with their own funding and was also part of our data national security. Would that be okay"
X Link 2024-09-23T12:07Z [---] followers, [--] engagements

"@markwdixon I know right we burn far more coal than the likes of India and China 😂"
X Link 2024-09-23T23:49Z [---] followers, [--] engagements

"@waynedmoore @socialmediaend @simonahac @moir_alan And I only say that when you hear the Chief Scientist of AI at Meta making comments like this yesterday. These are not small companies their direction is being made pretty clear. It might come knocking at our door these are very influential people and global companies"
X Link 2024-09-24T02:35Z [---] followers, [--] engagements

"@ItsWarrenIrwin Looks even like a bit of a pump and dump story to me looking at its history. [--] million market cap 🙄"
X Link 2024-09-25T09:05Z [---] followers, [---] engagements

"@Dardedar Giddy with the complete povit to nuclear. More deals to come when the Chief Scientist at Meta is talking like this.😎 Giddy up"
X Link 2024-09-25T11:28Z [---] followers, [--] engagements

"@realmattmaughan @simonahac Because pretty much the whole battery supply chain is dominated by China. Like all markets prices might even go back up in coming years as China moves more to consumption-base. They will always dictate the terms. Who knows what might happen if they decide to invade Taiwan"
X Link 2024-09-25T20:43Z [---] followers, [--] engagements

"@Dardedar Lets also see what the money thinks when we start talking [---] years operation of 24/7 reliable and continuous energy. Blind Freddy can see the energy pivot cutently going on"
X Link 2024-09-25T21:19Z [---] followers, [--] engagements

"@Dardedar They are already licencing up to [--] years in Europe and Turkey just got an extension to 80"
X Link 2024-09-25T21:42Z [---] followers, [--] engagements

"@Dardedar Have you seen Germanys heavy energy industrial production since they closed their nuclear plants In a huge decline. They may even lose BMW"
X Link 2024-09-25T21:58Z [---] followers, [--] engagements

"@Dardedar Until then next hail storm"
X Link 2024-09-25T22:21Z [---] followers, [--] engagements

"@Dardedar Builds will get quicker and more efficient and life of reactors longer making them cheaper. Not to mention the massive growth to come in SMR and micro reactors"
X Link 2024-09-25T22:46Z [---] followers, [--] engagements

"@Dardedar I'll never be a data boffins I make money predicting change. I also listen to smart people like the Chief Scientist at Meta"
X Link 2024-09-25T22:53Z [---] followers, [--] engagements

"@KnowBothSides @alexbhturnbull @tphuang @AngelicaOung I believe AI is also a race for National Security. The new AI arms race. Sure AI stocks might go up and down depending on the business model but AI is here to stay even in a military capacity"
X Link 2024-09-26T05:36Z [---] followers, [--] engagements

"@KnowBothSides @alexbhturnbull @tphuang @AngelicaOung What are you talking about The combined market cap of the data centre techs facilitating AI is trillions like [---] trillion"
X Link 2024-09-26T05:55Z [---] followers, [--] engagements

"@browncharley23 @Peter_Fitz Yes they are"
X Link 2024-09-26T13:07Z [---] followers, [--] engagements

"@simonahac @RotaryBloke @markcojuangco @BieglerTom Not bred is slightly stretching the truth given how far they have come in design even for large reactors. This baby was in incubation for five years. There is no doubt it will be built soon. Nuclear progress is moving quicker than you make out Simon. https://www.world-nuclear-news.org/articles/south-korean-smr-design-approved-by-regulator https://www.world-nuclear-news.org/articles/south-korean-smr-design-approved-by-regulator"
X Link 2024-09-27T01:12Z [---] followers, [--] engagements

"@Wildstylez_ned Does anyone know where we might find the court transcripts Or was it a closed session $PDN $FCU #uranium"
X Link 2024-09-27T05:04Z [---] followers, [---] engagements

"@VagueM62565 @patrickadownes China will buy everything he has 😂"
X Link 2024-09-28T17:37Z [---] followers, [--] engagements

"@DerClue @simonahac @TVAnews So should I listen to you or the head of Nvidia. Hard decision"
X Link 2024-09-28T20:54Z [---] followers, [--] engagements

"@PraiseKek @FbmHero @claimenza For gone conclusion really the west will needs pounds and they won't be holding up production because of Metis. PDN had extensive meetings with the Canadian government"
X Link 2024-09-28T22:43Z [---] followers, [--] engagements

"@PraiseKek @FbmHero @claimenza I'm not too sure a little bit of personal fishing and hunting for the Metis is a priority to critical minerals. Some $ will change hands and that will be the end"
X Link 2024-09-28T22:47Z [---] followers, [--] engagements

"@EV_rebel @energybants @JoeTegtmeyer Arent you about clean energy 🤔"
X Link 2024-10-01T09:21Z [---] followers, [--] engagements

"@his_eminence_j @Leewadlo_trades @hedge__x No [----] was all about the credit default swaps"
X Link 2024-10-05T04:36Z [---] followers, [----] engagements

"@his_eminence_j @Leewadlo_trades @hedge__x Whats the bubble War is good for business and we are now in an interest rate reduction cycle globally"
X Link 2024-10-05T19:23Z [---] followers, [--] engagements

"@amusedfromhong1 @TristanEdis @ABCaustralia It was nice to see Turnbull Renewables in the mix of balanced experts. https://www.turnbullrenewables.com.au/ https://www.turnbullrenewables.com.au/"
X Link 2024-10-07T19:43Z [---] followers, [--] engagements

"@simonahac @BConn39 Quite a few countries will be tackling this exact issue of nuclear capacity and trying to load following as they build. There is a % that works well in the nuclear/renewable marriage. Or SMR tech will just give more flexibility. Looking forward to following Parlimentary Enquiry"
X Link 2024-10-10T08:10Z [---] followers, [--] engagements

"@HDealla @CharlizeTheroff @StevenJMiles Well that is what the bookies are saying. The question will be how big the swing"
X Link 2024-10-14T07:21Z [---] followers, [--] engagements

"@simonahac @sxswsydney @craigreucassel @McKenzieAmanda @AKQA Lead the way sounds a bit cavalier when come to energy"
X Link 2024-10-14T21:24Z [---] followers, [--] engagements

"@BPlas5 @PhuketPotato Yellow Cake will buy more from KAP"
X Link 2024-10-15T08:56Z [---] followers, [--] engagements

"@DavidOsmond8 @vass_and_ I think the Australian people would probably be happy slowing down a bit towards a target and getting the energy mix right. Nuclear tech overseas is currently developing at breakneck speed. The energy narrative is switching a bit to reliability for energy-intensive businesses"
X Link 2024-10-16T02:11Z [---] followers, [--] engagements

"@DavidOsmond8 @vass_and_ We currently seem to be in an energy panic don't we and trying to make whatever fit. I'm not too sure that sounds sensible or popular either. 🤷♂"
X Link 2024-10-16T02:48Z [---] followers, [--] engagements

"@cvictordus @janrosenow Sure Google Microsofts are all lying to me investing in nuclear. Cant match the science 😂"
X Link 2024-10-16T10:51Z [---] followers, [--] engagements

"@michael82816231 @BenFordhamLive Google is wrong. 🙄 This is about reliable energy"
X Link 2024-10-16T23:39Z [---] followers, [--] engagements

"@Dardedar @MellonSdp6741 @janrosenow Mate if you actually knew your stuff you would be ahead of the energy curve like the big techs are and see what is coming"
X Link 2024-10-17T22:31Z [---] followers, [--] engagements

"@ChaneyforCurtin @DadSavesAus So youre happy to compromise the Australian people with unreliable energy. Do you think our Australian carbon footprint will destroy your kids futures. You'd best have a chat to China and India who are building more coal fired power stations so their energy transition is smooth"
X Link 2024-10-23T02:27Z [---] followers, [--] engagements

"@peterkemplawyer @simonahac @Totally4yeah @EuanRitchie1 @CSIRO If fact you don't really need to be too much of genius to work out why these big trillion dollars global techs companies are investing in reliable 24/7 nuclear energy and very happy to fund and co invest. It's just the start so buckle for lots of progress in the coming years"
X Link 2024-11-03T23:28Z [---] followers, [--] engagements

"@peterkemplawyer @Totally4yeah @simonahac @EuanRitchie1 @CSIRO I'm surprised we had Adi running ANSTO if we feel this way about this engineering and scientific knowledge. I suppose an expert these days just becomes someone who agrees with and confirms the current thinking to protect their job or future"
X Link 2024-11-04T01:21Z [---] followers, [--] engagements

"@simonahac Can you please explain the need for the nuclear ban and why its even necessary in this day and age with fighting climate change with all clean energy options Please come up with an A-Team answer that makes some sense other than protecting energy sector self interests"
X Link 2024-11-05T20:58Z [---] followers, [--] engagements

"@tehterminator @MattBro145 Antarctica"
X Link 2024-11-06T05:47Z [---] followers, [--] engagements

"@SloCan68 Trump winning is so much better for #uranium and nuclear energy"
X Link 2024-11-06T05:54Z [---] followers, [---] engagements

"@tehterminator I think we are running out of room emigrating [------] people a year"
X Link 2024-11-06T06:32Z [---] followers, [--] engagements

"@vass_and_ @Larryjamieson_ Simon seems a little rattled TBH and hes now acting like its up to him to get more independent candidates to save Australia"
X Link 2024-11-07T02:19Z [---] followers, [--] engagements

"@rexjamo @simonahac @climate200 This was a big mistake politically and will most likely backfire come election time. The Coalition will repeal the bill if it makes it through the senate so I'm sure the Coalition will pick up votes on this issue. The age [--] social media ban has a few left noses out of joint 🤦♂"
X Link 2024-11-07T09:42Z [---] followers, [--] engagements

"@ForSureNotElon @rexjamo @simonahac @climate200 Trump got a lot on votes on the potential suppression of the freedom of speech. The Coalition would be silly not to pick up that football and run it into the next election scrum along with energy"
X Link 2024-11-08T05:06Z [---] followers, [--] engagements

"@Margare12740329 @coland267 @sandmanute @SophieScamps Snap election in March after government collapsed thus week and opposition is winning in the polls. People have had a gut full"
X Link 2024-11-09T09:26Z [---] followers, [--] engagements

"@parispost @simonahac The irony of truth social. Is it Labor government run"
X Link 2024-11-10T05:34Z [---] followers, [--] engagements

"@vass_and_ Other leaders in non ideology aligned countries stood up against it so you found yourself drifting further afield outside of the western culture. Trump provided the release valve for many westerns I feel to speak our minds openly about some deeper basic human issues"
X Link 2024-11-10T22:38Z [---] followers, [--] engagements

"@QuentinDempster Smart move really. The top down target approach is stupid and means projects are being approved that are not viable"
X Link 2024-11-10T23:04Z [---] followers, [--] engagements

"@BranderYuri @AlexMiningGuy LHM producing [--] million pounds less actually has no material impact on Fission at all in the bigger corporate production picture. LHM will get to production nameplate well before PLS gets into production by the end of the decade. Problems yes but its early days on the ramp up"
X Link 2024-11-12T03:23Z [---] followers, [--] engagements

"@patrickadownes The way some investors carried on with their comments you'd think that was the case.😂$PDN gone 🤦♂😂"
X Link 2024-11-12T05:37Z [---] followers, [---] engagements

"@ajtourville Its mostly for hydrogen exports and it will be [-----] square kilometres in size. 🙄"
X Link 2024-11-12T05:50Z [---] followers, [--] engagements

"@nxebull @moneyofminepod @TRAVmoneyofmine Id really love to hear how $NXE is going to be worth $77 billion and thats without and dilution to production"
X Link 2024-11-12T09:23Z [---] followers, [--] engagements

"@Wildstylez_ned @Jfk0101jfk @mineralstocks What from a [------] pound drop in the 1st year ramp up production 🤦♂"
X Link 2024-11-12T15:40Z [---] followers, [--] engagements

"@amin_chaoui Depleted 😂"
X Link 2024-11-12T17:51Z [---] followers, [--] engagements

"@BranderYuri @Tztar @AlexMiningGuy I agree PDN having two hits is not ideal for Fission or Paladin holders. The takeover uncertainty and delays has also weighed heavily. But is that enough to give up on a path to production in the short term for PLS 🤷♂"
X Link 2024-11-12T19:41Z [---] followers, [--] engagements

"@amin_chaoui @BranderYuri They all say they are going to produce this cycle. Nothing could be further from the truth because most wont. $80 million market cap has an explorer has a lot to prove yet"
X Link 2024-11-12T19:47Z [---] followers, [--] engagements

"@WhoaNellie4 @BrianDegan2 Totally hoodwinked for [------] pounds of production for this year. That doesn't seem so bad in the bigger picture given it is the ramp up production phase"
X Link 2024-11-13T02:43Z [---] followers, [--] engagements

"@BranderYuri @BrianDegan2 Actually a good article. But the way I read that it seems they would have no hope given PDN is in ramp up production and also information would have been deliberately withheld. We would only be speculating but my guess is management have been working closely together. Lets see 🤷♂"
X Link 2024-11-13T03:01Z [---] followers, [--] engagements

"@patrickadownes I'm just glad PDN is not a specy. I am interested thought I doubt we will keep out ASX100 crown in the December rebalance. Its hard to know what the real market cap is with the Fission takeover in limbo still"
X Link 2024-11-13T21:37Z [---] followers, [--] engagements

"@devengandhi I think all he is saying is the delayed progress with the Canadian government security review on the merger as caused market uncertainly and share price volatility which it has"
X Link 2024-11-14T03:06Z [---] followers, [---] engagements

"@SloCan68 The only people who seem to in in a panic to contract now and at higher prices are the uranium investors.😂🤷♂ The utility fuel buyers seem to be cool cats and probably read Twitter and think what the fuck are they going on about.😂"
X Link 2024-11-14T05:52Z [---] followers, [--] engagements

"The $FCU merger just looks business as usually and will hopefully be all wrapped up at the end of December. You would assume that also means the TSX listing post the Canadian government security review. Nothing is 100% certain but Ian Purdy seemed quite confident. #uranium $PDN"
X Link 2024-11-14T19:52Z [---] followers, [---] engagements

"Probably much more water than they need after the upgrades from NamWater and the plant over the coming weeks. A fair portion of their contract book is spot price referenced so will get any market upside. $PDN $FCU #uranium"
X Link 2024-11-14T20:07Z [---] followers, [---] engagements

"@patrickadownes It's disappointing for $PEN holders; I'm not sure they have hit any target in recent years"
X Link 2024-11-14T22:29Z [---] followers, [---] engagements

"@skysurfer75 @sprott I wonder how they raised cash Was it above NAV"
X Link 2024-11-16T00:26Z [---] followers, [---] engagements

"@BranderYuri @devengandhi @Wildstylez_ned Zero chance [---] billion in finance and that would be silly and very risky as a mine carrying that on the balance sheet"
X Link 2024-11-16T01:47Z [---] followers, [--] engagements

"@MalcolmRaw99915 @SloCan68 Eventually it actually has to. Steadily up or parabolic up is now is question. The longer no contacting is done the more will come at the same time. Its a bit like short selling. Once prices start to move FOMO can kick in"
X Link 2024-11-16T22:41Z [---] followers, [--] engagements

"@AndyJay16634390 @quakes99 The US is so arrogant sometimes is sickenning. BRICS is going nuclear and the west is way behind the [--] ball. 🎱 We still think windmills and the sun is the answer"
X Link 2024-11-16T22:50Z [---] followers, [--] engagements

"@peterkemplawyer @simonahac @JohhnyBeBad1 Hes a bit far right 😂🤦♂"
X Link 2024-11-17T02:30Z [---] followers, [--] engagements

"@weebabalu @ChaeYunChong Sure if you are still holding. Markets trade everyday except weekend if you think that 😂"
X Link 2024-11-17T21:41Z [---] followers, [--] engagements

"@HoldcoMarkets Russias priority is to refuel the BRICS nuclear buildouts this is nothing about US sanctions tit for tat. China needs the fuel and so do other BRICS nations moving forward"
X Link 2024-11-18T01:20Z [---] followers, [---] engagements

"@simonahac @CISOZ @QuixoticQuant Would the potential funding for the work be easier without the nuclear ban The ban seems to muddy the professional waters. It was a great debate though but a FULL system cost would be a great start for comparison"
X Link 2024-11-18T19:52Z [---] followers, [---] engagements

"@DavidOsmond8 @QuixoticQuant Do you know if Germany modelled their energy grid If they did it doesn't seem like an exact science for future weather predictions for renewables"
X Link 2024-11-27T09:09Z [---] followers, [--] engagements

"@joshy_uranium @Reds72504883 Quite quickly if the Fission deal is appoved and LHM is running all system go at the end of the 4th quarter"
X Link 2024-11-28T08:04Z [---] followers, [--] engagements

"@BranderYuri @devengandhi @Jfk0101jfk If you tuned into the $PDN general meeting yesterday they seemed quite confident the $FCU merger will go through. They are still moving forward and preparing for the integration. Business as usual focusing on the bigger production picture not the short term volatility Pennies"
X Link 2024-11-29T22:12Z [---] followers, [---] engagements

"@simonahac @andrew_thaler All social platforms basically die as people get bored looking for new social engagement. Facebook is now basically dead"
X Link 2024-11-30T09:28Z [---] followers, [--] engagements

"@patrickadownes Not really. History is littered with the US political playbook. We are now seeing Russia implement the same playbook in Niger and perhaps other countries with US or NATO occupation"
X Link 2024-12-01T11:01Z [---] followers, [--] engagements

"@SloCan68 If you tuned into the $PDN AGM on Friday $FCU doesnt want to walk away. Thank CGN and China for the PDN price slump trying to scuttle the deal and investor confidence since losing in court. They will have to unwind when the deal finally gets approved"
X Link 2024-12-01T23:28Z [---] followers, [---] engagements

"@sydney_ev Looks like its all going very well. Great having all that energy when you can move it where and when you want it. The cracks are forming on the decades of energy stupidity trying to control the weather. New nuclear tech will be able to potentially load follow. Stay tuned"
X Link 2024-12-02T00:55Z [---] followers, [--] engagements

"@sydney_ev We will learn the hard way you cant build a reliable energy system around the weather that is both not too complex nor unstable. Scalable storage will blow the costs sky high to get enough grid redundancy. Its like watching a slow motion train crash 😂"
X Link 2024-12-02T00:57Z [---] followers, [--] engagements

"@sydney_ev Why do you think many BRICS countries are going nuclear Because they are not community brainwashed like the west about wind solar and a cheap full system costs they think is lower but its NOT 🤦♂"
X Link 2024-12-02T01:00Z [---] followers, [--] engagements

"@NeilBoltonRSPL @sydney_ev Because coal can be ramped up when needed even when the sun sets. Solars peak is when the energy is not really required. If you start with a dumb idea it doesnt become apparent until practically tested"
X Link 2024-12-02T01:02Z [---] followers, [--] engagements

"@sydney_ev Free energy 😂"
X Link 2024-12-02T02:17Z [---] followers, [--] engagements

"@AGorania @patrickadownes Im on the side of global peace and I think that only comes when the US stops throwing its weight around trying for 1st strike positions on other countries borders. Im sure if they keep it up it will become tit for tat and we know how the US feels about things close to them"
X Link 2024-12-02T02:31Z [---] followers, [--] engagements

"@KEN94104199 @SloCan68 @Paladin_Energy @FissionUranium $FCU lawyers are not even working on getting out of the deal 😂 If you dialled into the $PDN AGM the lawyers seem to be working on the merger transition security review and TSX listing still. Nothing has changed in their minds at all just Twitter's mind with the disconnect 😂"
X Link 2024-12-02T06:35Z [---] followers, [---] engagements

"@KEN94104199 @SloCan68 @Paladin_Energy @FissionUranium Its actually quite funny listening recently to where the management teams have their heads and vision currently on the merger and where Twitter investors have theirs. I know where Twitter investors currently have their heads 😂"
X Link 2024-12-02T06:41Z [---] followers, [--] engagements

"@sydney_ev Its not really free theres a capital cost of panels and batteries"
X Link 2024-12-02T10:55Z [---] followers, [--] engagements

"@ProfRayWills Ill also add its such a brilliant idea having most our energy grid the bedrock of our social system relying on cheap Chinese parts and their future supply chain. Smart move 👌😎"
X Link 2024-12-02T11:40Z [--] followers, [---] engagements

"@FF_Grazz @ProfRayWills Sure do you also have a number for the full system cost for net zero with 92% renewables with firming Or you don't know I'm pretty sure everyone is still waiting"
X Link 2024-12-03T01:13Z [--] followers, [--] engagements

"@electricfuture5 @elonmusk Probably a blessing in disguise"
X Link 2024-12-03T06:21Z [---] followers, [--] engagements

"@simonahac China will probably get its nuclear builds under [--] years as it completes more and finds more efficiency. You get better and faster the more you do; it's almost a cookie-cutter process. It's a great fiscal policy to move from infrastructure and housing builds to energy builds"
X Link 2024-12-03T22:42Z [---] followers, [--] engagements

"@Zoiks @pm_mcd @DavidOsmond8 Too easy on nuclear More to the contrary. The US DoE published this report in Septmber. Their view was a mix was cheaper and less energy risks. There is a new report dropping as well soon. My guess it will coincide with the LNP nuclear energy plans. https://liftoff.energy.gov/wp-content/uploads/2024/10/LIFTOFF_DOE_AdvNuclear-vX7.pdf https://liftoff.energy.gov/wp-content/uploads/2024/10/LIFTOFF_DOE_AdvNuclear-vX7.pdf"
X Link 2024-12-04T22:48Z [--] followers, [--] engagements

"@agooddoggyX10 @patrickadownes The AGM comments from Ian seem to indicate they knew who and why the shorts and said quite a few will unwind positions post the deal closing. I assume they will get PDN shares for Fission shares for covering. That will mean no short covering from some positions"
X Link 2024-12-05T01:11Z [--] followers, [--] engagements

"@dez_blanchfield @CroweDM @paulsakkal It bizarre really. Most countries in the world have political bipartisan support for nuclear energy now. Their current stance will probably sink them"
X Link 2024-12-06T07:24Z [--] followers, [--] engagements

"@JC47053522 @TomPlayford3 What happens if we have a trade war or they decide to invade Taiwan"
X Link 2024-12-06T19:19Z [--] followers, [--] engagements

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