#  @mountaingoat672 Mr. Goat ๐ Mr. Goat ๐ posts on X about $gue, $uec, $wuc, market cap the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1624691702836649984/interactions)  - [--] Week [------] -87% - [--] Month [-------] +500% - [--] Months [-------] +707% - [--] Year [-------] +1,056% ### Mentions: [--] [#](/creator/twitter::1624691702836649984/posts_active)  - [--] Week [--] +88% - [--] Month [--] +6.40% - [--] Months [---] +26% - [--] Year [---] +16% ### Followers: [-----] [#](/creator/twitter::1624691702836649984/followers)  - [--] Week [-----] +0.90% - [--] Month [-----] +2.20% - [--] Months [-----] +59% - [--] Year [-----] +194% ### CreatorRank: [---------] [#](/creator/twitter::1624691702836649984/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 13% [countries](/list/countries) 9% [stocks](/list/stocks) 9% [cryptocurrencies](/list/cryptocurrencies) 4% [currencies](/list/currencies) 3% [social networks](/list/social-networks) 2% [technology brands](/list/technology-brands) 1% [exchanges](/list/exchanges) 1% **Social topic influence** [$gue](/topic/$gue) 10%, [$uec](/topic/$uec) 7%, [$wuc](/topic/$wuc) 5%, [market cap](/topic/market-cap) 4%, [$lot](/topic/$lot) #4, [target](/topic/target) 3%, [$aee](/topic/$aee) 3%, [in the](/topic/in-the) 3%, [$pen](/topic/$pen) 3%, [$62b](/topic/$62b) 3% **Top accounts mentioned or mentioned by** [@praisekek](/creator/undefined) [@respeculator](/creator/undefined) [@capnek123](/creator/undefined) [@rekurencja](/creator/undefined) [@toiletkingcap](/creator/undefined) [@hchris999](/creator/undefined) [@jmuelle99](/creator/undefined) [@phuketpotato](/creator/undefined) [@cxuasx](/creator/undefined) [@murrayj79923081](/creator/undefined) [@morethanme10](/creator/undefined) [@horribledisgust](/creator/undefined) [@bidbird10](/creator/undefined) [@uraniuminsider](/creator/undefined) [@slocan68](/creator/undefined) [@bambroughkevin](/creator/undefined) [@mineralstocks](/creator/undefined) [@patrickadownes](/creator/undefined) [@anthony84089043](/creator/undefined) [@u308andy](/creator/undefined) **Top assets mentioned** [Uranium Energy Corp. (UEC)](/topic/$uec) [Ameren, Corp. (AEE)](/topic/$aee) [Pentagon Games (PEN)](/topic/$pen) [Snow Lake Resources Ltd. (LITM)](/topic/$litm) [My Dog Is The DEV (DEV)](/topic/$dev) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Equity Residential (EQR)](/topic/$eqr) [Oklo Inc. (OKLO)](/topic/$oklo) [CargoX (CXO)](/topic/$cxo) [Denison Mines Corp (DNN)](/topic/$dnn) [Magna International (MGA)](/topic/$mga) ### Top Social Posts Top posts by engagements in the last [--] hours "@Anthony84089043 Values the asset at $1b with BMN now holding 52.25% at $850mil MC ๐" [X Link](https://x.com/mountaingoat672/status/2022088898709745829) 2026-02-12T23:22Z [----] followers, [---] engagements "Uzbekistan cluster*&% of [----] #uranium production numbers Did they really produce 7000t in [----] ๐งต" [X Link](https://x.com/mountaingoat672/status/2021043699313148039) 2026-02-10T02:09Z [----] followers, [----] engagements "What if WNA's figures are just wrong An S&P Global report had [----] production at 5200t and [----] forecast at 6000t. A 114.8% beat on the 6000t = 6888t A 141.7% growth on 5200t = 7368t https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3490748 https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3490748" [X Link](https://x.com/mountaingoat672/status/2021043721819799976) 2026-02-10T02:09Z [----] followers, [---] engagements "Go Australia @PraiseKek @U308Andy $AGE $CXU $DEV Ugames update Feb [--] [----]. $AGE $COSA $UUUU $CXU and $DEV players in the top [--]. ๐ ๐ป https://t.co/JOdmTdeIrx Ugames update Feb [--] [----]. $AGE $COSA $UUUU $CXU and $DEV players in the top [--]. ๐ ๐ป https://t.co/JOdmTdeIrx" [X Link](https://x.com/mountaingoat672/status/2018873996704620626) 2026-02-04T02:27Z [----] followers, [----] engagements "Fully Funded $LOT comes back to the market again. 25.3% discount equivalent to $0.187 pre consolidation" [X Link](https://x.com/mountaingoat672/status/2019213809110671783) 2026-02-05T00:57Z [----] followers, [----] engagements "We've been lead to believe that $LOT would produce 2Mlb in [----] $LOT themselves don't seem to agree with that assumption" [X Link](https://x.com/mountaingoat672/status/2019216215038894260) 2026-02-05T01:07Z [----] followers, [---] engagements "RT @Yellowbull11: Time to give away a free annual subscription to the Codex Gold has been an integral part of the portfolio. Post your exa" [X Link](https://x.com/mountaingoat672/status/2019865476164423830) 2026-02-06T20:07Z [----] followers, [--] engagements "However what if the simplest explanation is a screw up from the Uzbek Presidential press service who reported their [----] planned target as their [----] actual production TLDR: no idea number salad" [X Link](https://x.com/mountaingoat672/status/2021043725959569557) 2026-02-10T02:09Z [----] followers, [---] engagements "@BULLReturns FID history of $AEE: Q1 [----] H2 [----] H1 [----] now H2 [----] see you in 2027" [X Link](https://x.com/mountaingoat672/status/2022156373941969347) 2026-02-13T03:50Z [----] followers, [----] engagements "$AEE [----] #uranium production goals now off the table. I am shocked" [X Link](https://x.com/mountaingoat672/status/1993240911753646240) 2025-11-25T08:50Z [----] followers, [----] engagements "@jmuelle99 @MoreThanMe10 No theories. Id love to see $EU $URG and $BOE merge into a new company and point a giant capital target in their direction as the dominant Jnr producer. Combined [----] could crack 4Mlb. Well call it The Real Uranium Energy Corp" [X Link](https://x.com/mountaingoat672/status/2015050840713871620) 2026-01-24T13:15Z [----] followers, [---] engagements "@respeculator Greentech delisting good or bad for takeover" [X Link](https://x.com/mountaingoat672/status/2016451611170935174) 2026-01-28T10:01Z [----] followers, [---] engagements "@respeculator [--] months ago I wrote on a discord server I would be surprised to see $LOT make it through [----] without another raise the didn't disappoint" [X Link](https://x.com/mountaingoat672/status/2019197315052105847) 2026-02-04T23:52Z [----] followers, [----] engagements "@PraiseKek @toiletkingcap @SoveyX Frogs shit in ponds" [X Link](https://x.com/mountaingoat672/status/2020437750286307345) 2026-02-08T10:01Z [----] followers, [--] engagements "Various news sources have been regurgitating uranium production from Navoiuran Uzbek's state owned uranium producer of 7000t in [----] which was first reported by the President's Press Service on [--] Feb https://president.uz/en/lists/view/8899 https://president.uz/en/lists/view/8899" [X Link](https://x.com/mountaingoat672/status/2021043702333112777) 2026-02-10T02:09Z [----] followers, [---] engagements "According to WNA Uzbekistan produced 4000tU in [----] which would mean the 7000tU(t unclear) figure would be a 75% production jump in one year. How is this possible is it accurate" [X Link](https://x.com/mountaingoat672/status/2021043706368008610) 2026-02-10T02:09Z [----] followers, [---] engagements "@AndyJay16634390 @ballsmeep The company themselves dont project free cash flow any time in the next few years. Need to raise more to expand production beyond the current 0.4-0.6Mlb to get economies of scale. Dilution machine for several years ahead" [X Link](https://x.com/mountaingoat672/status/2021083713073971342) 2026-02-10T04:48Z [----] followers, [--] engagements "@hchris999 thats interesting the research continues Their [----] and [----] figures are clearly wrong exactly 4000tU each year. So youre leaning towards 7000mt right 4000tU in [----] wrong" [X Link](https://x.com/mountaingoat672/status/2021316675233087773) 2026-02-10T20:13Z [----] followers, [---] engagements "@hchris999 The other thing that through me is the 7100mt [----] goal was later revised to 5250mt So if they produced 7000mt in [----] they smashed that goal https://www.trend.az/casia/uzbekistan/3857308.html https://www.trend.az/casia/uzbekistan/3857308.html" [X Link](https://x.com/mountaingoat672/status/2021317495089660337) 2026-02-10T20:16Z [----] followers, [---] engagements "@GLoffelhardt I find that growth difficult to believe. They operate [--] mines. 4200/20 =210t average per mine these are all tiny assets. It would also exceed their [----] target which was cut in [----] from the 7100t goal reported in [----] to 5250t" [X Link](https://x.com/mountaingoat672/status/2021549126333387252) 2026-02-11T11:37Z [----] followers, [--] engagements "@PhuketPotato @HeyPres10978910 The deal implies an asset value of $1B and now they own 52.25% of it. Market cap was $850mil" [X Link](https://x.com/mountaingoat672/status/2022096070302646383) 2026-02-12T23:50Z [----] followers, [--] engagements "@HorribleDisgust @UraniumKid https://wcsecure.weblink.com.au/pdf/BMN/03055963.pdf https://wcsecure.weblink.com.au/pdf/BMN/03055963.pdf" [X Link](https://x.com/mountaingoat672/status/2021858668581658979) 2026-02-12T08:07Z [----] followers, [---] engagements "@PhuketPotato Hope not" [X Link](https://x.com/mountaingoat672/status/2022000725258383805) 2026-02-12T17:31Z [----] followers, [---] engagements "@jy247 @capnek123 Thats 21Mlb produced by the mines they operate Inkai lbs are booked as purchases not production. The balance comes from on market purchases to align with their strategic overcontracted strategy rather than producing excess and selling into spot market" [X Link](https://x.com/mountaingoat672/status/2022501527886463440) 2026-02-14T02:41Z [----] followers, [--] engagements "@hchris999 @capnek123 This is in the CPS" [X Link](https://x.com/mountaingoat672/status/1997031423019245576) 2025-12-05T19:52Z [----] followers, [---] engagements "@patmvcr @SilverCrisis405 @Yellowbull11 Deets are all in there CPS" [X Link](https://x.com/mountaingoat672/status/1997049445788406087) 2025-12-05T21:04Z [----] followers, [---] engagements "@bullura1 $SLX also in" [X Link](https://x.com/mountaingoat672/status/1997056345171021844) 2025-12-05T21:31Z [----] followers, [---] engagements "@AcctNo994 ๐ no. You win delusional tweet of the year. KAP is 75% owned by Kazak gov. ASPi a 750mil MC company getting a 3.2bil gov loan to buy a 20% stake in KAP is beyond ridiculous hopium" [X Link](https://x.com/mountaingoat672/status/1997217778596827457) 2025-12-06T08:13Z [----] followers, [---] engagements "@da_sails Also worth noting that a strategic reserve would be the US gov directly competing against its own utilities for an incredibly small domestic production volume whilst also requiring them to procure domestic lbs or issue waivers for Russia material. Massive own goal" [X Link](https://x.com/mountaingoat672/status/1998007600089309209) 2025-12-08T12:31Z [----] followers, [--] engagements "@toiletkingcap @respeculator @plumfeeler @Edark94 @The_Godas You making more groups without me toilet I got you on the $EQR bandwagon" [X Link](https://x.com/mountaingoat672/status/1998504622592504175) 2025-12-09T21:26Z [----] followers, [---] engagements "$UEC is now over [--] months into their conservative ramp up and have only drummed 41klbs (16klbs down from the 25klbs last quarter) of #uranium If $PEN hits their guidance they will produce more than $UEC in the first [--] months. Let that sink in. $6.2B market cap ๐คฏ Captain Conservative. $UEC #uranium https://t.co/IkaqCZSQ4G Captain Conservative. $UEC #uranium https://t.co/IkaqCZSQ4G" [X Link](https://x.com/mountaingoat672/status/1998846350319063255) 2025-12-10T20:04Z [----] followers, 18.6K engagements "@paulmitche24045 @kyle_james27554 @rekurencja Thats exactly why a 100% spot strategy is ridiculous not something to be held up on a pedestal" [X Link](https://x.com/mountaingoat672/status/1998987754387197953) 2025-12-11T05:26Z [----] followers, [--] engagements "We now have 12-months of #uranium production data from $UEC. Jnr ISR restart comparison *Production = drummed cake ready for sale not half produced uranium in resin. ๐งต $UEC is now over [--] months into their conservative ramp up and have only drummed 41klbs (16klbs down from the 25klbs last quarter) of #uranium If $PEN hits their guidance they will produce more than $UEC in the first [--] months. Let that sink in. $6.2B market cap ๐คฏ https://t.co/SFrpToHt3q $UEC is now over [--] months into their conservative ramp up and have only drummed 41klbs (16klbs down from the 25klbs last quarter) of" [X Link](https://x.com/mountaingoat672/status/1999027698061160502) 2025-12-11T08:05Z [----] followers, [----] engagements "By [--] July we finally received reported production figures of 26421lbs of dried and packaged uranium" [X Link](https://x.com/mountaingoat672/status/1999027716943921179) 2025-12-11T08:05Z [----] followers, [---] engagements "As at [--] October [----] $UEC report to have produced a total of 41260lbs a 14839lb addition or -44% QoQ production" [X Link](https://x.com/mountaingoat672/status/1999027720655872200) 2025-12-11T08:05Z [----] followers, [---] engagements "12-month dried and drummed production: 26421lbs + 1/3 14839lbs (August component) = 31367lbs. Some will argue this is intentional due to low prices however:" [X Link](https://x.com/mountaingoat672/status/1999027723411526024) 2025-12-11T08:05Z [----] followers, [---] engagements "Whilst $UEC proudly plaster their 4Mlb licence everywhere their own technical report for Christensen Ranch reports a production capacity of 1.3Mlb Whilst the license upgrade occurred after this I cannot find any evidence in their filings regarding production capacity expansion" [X Link](https://x.com/mountaingoat672/status/1999027726674702412) 2025-12-11T08:05Z [----] followers, [---] engagements "Is this an intentionally conservative ramp up Why does a $6.2B company with abundant access to capital require such strict capital allocation How will they answer the call if US Gov does restock the strategic reserve will they expect immediate delivery like last time" [X Link](https://x.com/mountaingoat672/status/1999027729153536423) 2025-12-11T08:05Z [----] followers, [---] engagements "@GoUranium geopolitical risk 85% china supply. high melting point/strength - industrial use in military aerospace mining etc. On many western critical/strategic mineral lists Commodity price has been on the move all year Some follows: @BidBird10 @Alexsei88 @METhompson72 @respeculator" [X Link](https://x.com/mountaingoat672/status/2000904884544266387) 2025-12-16T12:24Z [----] followers, [---] engagements "3 months check-in. #uranium $UEC Pleased to release a new forensic report on Uranium Energy Corp (NYSE American: $UEC) a company with a troubling history whose CEO and founding executives are connected to myriad lawyers promoters financiers and family that have run afoul of the laws in the US and Canada Pleased to release a new forensic report on Uranium Energy Corp (NYSE American: $UEC) a company with a troubling history whose CEO and founding executives are connected to myriad lawyers promoters financiers and family that have run afoul of the laws in the US and Canada" [X Link](https://x.com/mountaingoat672/status/2001601538616340568) 2025-12-18T10:32Z [----] followers, [----] engagements "@Spaghettio666 @uraniuminsider @CxuAsx @PraiseKek @SloCan68 @BambroughKevin Its ETF rebalancing - URNM and URNJ" [X Link](https://x.com/mountaingoat672/status/2001940970636710175) 2025-12-19T09:01Z [----] followers, [---] engagements "@Spaghettio666 @uraniuminsider @CxuAsx @PraiseKek @SloCan68 @BambroughKevin URNM is selling the bottom [--] holdings after the index changes. URNJ AUM is pretty insignificant" [X Link](https://x.com/mountaingoat672/status/2001943030346215482) 2025-12-19T09:09Z [----] followers, [--] engagements "@Anthony84089043 It was URNM and URNJ. Next URA is [--] Jan" [X Link](https://x.com/mountaingoat672/status/2001987708621914541) 2025-12-19T12:07Z [----] followers, [---] engagements "@murrayj79923081 Would be really interesting to see net flows by company from both URNM and URNJ ๐ a few trading places going on" [X Link](https://x.com/mountaingoat672/status/2002167879559737466) 2025-12-20T00:03Z [----] followers, [---] engagements "@FL17112012 I think you mean URNJ They were sold by URNJ and significant weight increase by URNM same day" [X Link](https://x.com/mountaingoat672/status/2002339624480551251) 2025-12-20T11:25Z [----] followers, [---] engagements "@gruust Thats ETF rebalancing volume - URNM and UNRJ both rebalanced 19th December" [X Link](https://x.com/mountaingoat672/status/2002516255010636099) 2025-12-20T23:07Z [----] followers, [---] engagements "@RaymondDuck6 @murrayj79923081 Yeah that one was odd. Net change still negative with URNJ buying Sorry. I found an error in the table some you may have seen before I pulled the posting a few moments ago. This is the corrected table. I hope it is self explanatory. if not I will reply to comments. https://t.co/GQOvY5lOYq Sorry. I found an error in the table some you may have seen before I pulled the posting a few moments ago. This is the corrected table. I hope it is self explanatory. if not I will reply to comments. https://t.co/GQOvY5lOYq" [X Link](https://x.com/mountaingoat672/status/2002856360409710838) 2025-12-21T21:39Z [----] followers, [--] engagements "@BidBird10 @toiletkingcap You find AFL and rugby boring Rugby league is terrible rugby union is better. All the Canadians I studied with at uni loved AFL" [X Link](https://x.com/mountaingoat672/status/2003198533151916376) 2025-12-22T20:18Z [----] followers, [---] engagements "@mineralstocks @PraiseKek @sprott $UEC is still a junior in terms of development stage but go removed" [X Link](https://x.com/mountaingoat672/status/2003583894877299146) 2025-12-23T21:49Z [----] followers, [---] engagements "@HorribleDisgust @mineralstocks @PraiseKek @sprott Maybe thats why NXE was retained its weighted on free-float not market cap so many they snuck under the $5b threshold" [X Link](https://x.com/mountaingoat672/status/2003600640728277351) 2025-12-23T22:56Z [----] followers, [--] engagements "@toiletkingcap Get around my hiking glacial river crossing getup. Xero z-trek and sealskinz socks" [X Link](https://x.com/mountaingoat672/status/2005096370940903631) 2025-12-28T02:00Z [----] followers, [---] engagements "@toiletkingcap Sure do. Hug trees. Plant trees. Cut trees down. These sandals and socks are for crossing freezing rivers though. Last time they were donned was on the Laugavegur hike in Iceland" [X Link](https://x.com/mountaingoat672/status/2005121067892048247) 2025-12-28T03:38Z [----] followers, [--] engagements "@UraniumEquities @enCoreEnergy_EU @grok Will fall into 2nd place by year end. $UUUU just announced theyve exceeded their guidance from the Q4 run to over 1Mlb this year. Encore looks like theyll finish around 750-800klbs" [X Link](https://x.com/mountaingoat672/status/2005898356325843290) 2025-12-30T07:06Z [----] followers, [---] engagements "Q3 #uranium output from Namibia: 2450t / 5.4Mlb -9.7% QoQ +2.8% YoY Annualised output: 22.1Mlb (+3.6Mlb). Half of the growth coming from a doubling of the output from $PDN's Langer Heinrich" [X Link](https://x.com/mountaingoat672/status/2006206318819049767) 2025-12-31T03:30Z [----] followers, [----] engagements "@MalcolmRaw99915 @rekurencja Does the JV allow them contolling authority on milling what material Currently CL take up majority and doesnt leave enough room for Gryphons peak production. If they do have that control 22.5% of max limit is still not enough for Gryphon while CL is operational" [X Link](https://x.com/mountaingoat672/status/2007271466979733845) 2026-01-03T02:03Z [----] followers, [---] engagements "@MalcolmRaw99915 @rekurencja I assumed Orano as the operator has controlling authority over what gets milled there given theyre the JV partner on CL seems that would get preference over Gryphon" [X Link](https://x.com/mountaingoat672/status/2007271904370167890) 2026-01-03T02:04Z [----] followers, [--] engagements "@TaxGuy1601 @capnek123 @uraniuminsider *expansion. It already exists. They bought a bunch of lbs off producers in [----]. https://www.nucnet.org/news/two-companies-win-contracts-for-strategic-uranium-reserve-12-1-2022 https://www.nucnet.org/news/two-companies-win-contracts-for-strategic-uranium-reserve-12-1-2022" [X Link](https://x.com/mountaingoat672/status/2007364989917769867) 2026-01-03T08:14Z [----] followers, [--] engagements "@CxuAsx @HuxleyMick @beav82856 Another entitlement offer for those loyal followers to load the balance sheet for a big [----] with the drill bit wouldnt get any complaints over here" [X Link](https://x.com/mountaingoat672/status/2008060357403918695) 2026-01-05T06:17Z [----] followers, [---] engagements "@PraiseKek Whats the shareprice that brings them under the threshold to be removed at the next rebalance" [X Link](https://x.com/mountaingoat672/status/2009768876603789542) 2026-01-09T23:26Z [----] followers, [---] engagements "@PraiseKek Thats URNM the URNJ min for current holdings is $25mil USD" [X Link](https://x.com/mountaingoat672/status/2009771808950530473) 2026-01-09T23:38Z [----] followers, [---] engagements "@jeffcomeau Were all waiting for Not That Uranium Guy to return" [X Link](https://x.com/mountaingoat672/status/2013423462292029875) 2026-01-20T01:28Z [----] followers, [---] engagements "@bozkaschi Their guidance is on financial year not calendar year. FY26 (July [--] - June 26) is 1.6Mlb. The production rate for Dec quarter up to Dec [--] they disclosed recently was running at 1.8Mlb/yr annualised. So either theyre expecting a slowdown in [----] or beat guidance" [X Link](https://x.com/mountaingoat672/status/2014303495034400847) 2026-01-22T11:45Z [----] followers, [---] engagements "@mineralstocks @BenU427 @respeculator @ShowerCapAM AUD never heard of it. The currency in my country is either the Aussie peso or the dollarydoo" [X Link](https://x.com/mountaingoat672/status/2015390990115483685) 2026-01-25T11:47Z [----] followers, [---] engagements "Dustin Garrow โข ๐ง $DYL $DYLLF So much is covered in this video from Dustin Garrows He covers so much on #uranium #nuclear developments @capnek123 @SloCan68 @quakes99 I had to share it out again Western allies strategic shift away from Russian uranium - Dustin Garrows https://t.co/8HUBoc1neN So much is covered in this video from Dustin Garrows He covers so much on #uranium #nuclear developments @capnek123 @SloCan68 @quakes99 I had to share it out again Western allies strategic shift away from Russian uranium - Dustin Garrows https://t.co/8HUBoc1neN" [X Link](https://x.com/mountaingoat672/status/1816039512008712386) 2024-07-24T09:15Z [----] followers, [---] engagements "@DevelopAll @ARKInvest @oklo Good sign Horrendus fund performance https://www.marketwatch.com/story/these-are-the-10-fund-management-firms-that-lost-the-most-money-in-the-past-decade-youll-never-guess-no-1-d07d2196utm_source=chatgpt.com https://www.marketwatch.com/story/these-are-the-10-fund-management-firms-that-lost-the-most-money-in-the-past-decade-youll-never-guess-no-1-d07d2196utm_source=chatgpt.com" [X Link](https://x.com/mountaingoat672/status/2003380423863460224) 2025-12-23T08:21Z [----] followers, [---] engagements "@jmuelle99 @MoreThanMe10 No idea sorry. For a similar marketcap $EU produces almost 2x has a better contract book and lower production cost" [X Link](https://x.com/mountaingoat672/status/2015044938241851424) 2026-01-24T12:52Z [----] followers, [--] engagements "@MoreThanMe10 @jmuelle99 Add WUC" [X Link](https://x.com/mountaingoat672/status/2015207769885098012) 2026-01-24T23:39Z [----] followers, [--] engagements "@UraniumEquities And 15% of its annual purchase limit ๐" [X Link](https://x.com/mountaingoat672/status/2017055555584741768) 2026-01-30T02:01Z [----] followers, [---] engagements "Reminder that $AEE got into bed with a trader and with this latest announcement are at risk of a further reduction in the fixed price of the contract down to $64/lb if they are unable to achieve FID before 1st Oct 2026" [X Link](https://x.com/mountaingoat672/status/1993268665429770418) 2025-11-25T10:40Z [----] followers, [----] engagements "@Lotus_Resources Hi team Can you provide commentary on how you missed your ramp up guidance by 530klbs (88%) producing 70klbs vs guidance of 600klbs for [--] month ramp up - you commenced in August [----]. Additionally why have your recoveries substantially decreased in January 2026" [X Link](https://x.com/mountaingoat672/status/2017032409288671354) 2026-01-30T00:29Z [----] followers, [----] engagements "@variance_swap @Alexsei88 You can miss guidance and still increase production vs [----]. Including CCJs decrease vs [----] I have an estimated global supply growth around 10Mlb vs 2024" [X Link](https://x.com/mountaingoat672/status/2018431796803985514) 2026-02-02T21:10Z [----] followers, [---] engagements "@UDiamondBalls #GUE ride or die baby. Youll miss us. See you tomorrow" [X Link](https://x.com/mountaingoat672/status/1835786008484262252) 2024-09-16T21:01Z [----] followers, [---] engagements "@Swedish_uranium For $WUC I assume the 50Mlb deposit youre referring to is Hansen/Taylor Theres some odd stuff going on there they own 49% of the Hansen/Picnic deposit (100% is 50Mlb) $GUE own the other 51%. Both are claiming 100% ownership of the Taylor Boyer and High Park deposits (30Mlb)" [X Link](https://x.com/mountaingoat672/status/1837596352165171407) 2024-09-21T20:54Z [----] followers, [---] engagements "@capnek123 If you get George or someone from $WUC could you please ask for clarification on the ownership of their Hansen/Taylor deposit which $GUE also claim ownership of and recently completed a drilling campaign on with scoping study due soon. If you need further details let me know" [X Link](https://x.com/mountaingoat672/status/1839450470420824526) 2024-09-26T23:42Z [----] followers, [---] engagements "@Swedish_uranium If they finally announce an offical JV on Tallahassee development with $GUE @Global_Uranium they might realise their proportion of the 75Mlb JORC compliant resource there which theyre currently advertising as historical from Black Range Minerals old data" [X Link](https://x.com/mountaingoat672/status/1868769846709961154) 2024-12-16T21:27Z [----] followers, [---] engagements "@flashbondtrader @MarkHubbard33 Those are two of the largest deposits in USA. $PEN - Lance: 57.9Mlb $GUE/$WUC - Tallahassee: 75Mlb Only largest deposit is Coles Hill and possibly Copper Mtn (depending what cutoff grade they use)" [X Link](https://x.com/mountaingoat672/status/1876386653562175575) 2025-01-06T21:53Z [----] followers, [---] engagements "@UDiamondBalls @PraiseKek @consuminginfo @rekurencja Speaking of dogshit things. Hows the GUE JV with a lithium shitco pivot" [X Link](https://x.com/mountaingoat672/status/1899635809483112898) 2025-03-12T01:37Z [----] followers, [--] engagements "@rekurencja Nice ๐ only correction is the resource size is wrong. 52.2Mlb is $GUEs share not the total resource. Hansen/Picnic tree being 24.6Mlb their share at 51% interest the other 49% being $WUC puts the total at 75Mlb" [X Link](https://x.com/mountaingoat672/status/1916970377143849169) 2025-04-28T21:38Z [----] followers, [---] engagements "@UnoMasReactor Had similar questions and wrote this on reddit recently about $GUE and Ubaryon https://www.reddit.com/r/UraniumSqueeze/s/vVMhSrrjJL https://www.reddit.com/r/UraniumSqueeze/s/vVMhSrrjJL" [X Link](https://x.com/mountaingoat672/status/1921035071084998964) 2025-05-10T02:50Z [----] followers, [---] engagements "@PraiseKek @U308Andy $CXO is probably the closest to lithium major (not that they are a major) that I can think of who are sitting on Napperby in NT. Havent $DNN also done a JV with a lithium explorer too $GUE just did a JV with $LITM on a project in Wyoming" [X Link](https://x.com/mountaingoat672/status/1921374521354785095) 2025-05-11T01:19Z [----] followers, [---] engagements "@TSKing57 @BambroughKevin Assuming you mean $GUE They just released a scoping study on it this week. Went with hydraulic borehole instead of ISR. Only a small portion is high enough grade to be economic for US AISC $58.65 https://wcsecure.weblink.com.au/pdf/GUE/02943663.pdf https://wcsecure.weblink.com.au/pdf/GUE/02943663.pdf" [X Link](https://x.com/mountaingoat672/status/1921654041018306845) 2025-05-11T19:50Z [----] followers, [--] engagements "@khawk1956 @capnek123 @NOBLuranium Are you doing any work on Pine Ridge in July for $GUE & $LITM" [X Link](https://x.com/mountaingoat672/status/1938818477873393802) 2025-06-28T04:35Z [----] followers, [--] engagements "@CxuAsx @POTUS @WhiteHouse @DonaldJTrumpJr @SecretaryWright @joerogan @NuclearHazelnut @rafaelmgrossi @AlboMP @AUKUSforum @Dr_Keefer ๐ค you could be onto something with the $LITM move on $GTR I wondered the same thing after they got into bed with $GUE to pick up the Pine Ridge project adjacent" [X Link](https://x.com/mountaingoat672/status/1939579165218632011) 2025-06-30T06:58Z [----] followers, [---] engagements "@WesternUranVan When are you going to formalise a JV with $GUE @Global_Uranium on this project" [X Link](https://x.com/mountaingoat672/status/1942918528975483081) 2025-07-09T12:07Z [----] followers, [---] engagements "@Napalm_1_ @murrayj79923081 They were 27th by market cap when I looked on the weekend. $MGA and $AEC sat in 24th and 25th at just under the $100mil MC" [X Link](https://x.com/mountaingoat672/status/1991241658655240461) 2025-11-19T20:26Z [----] followers, [---] engagements "@ClayDMontgomery Great write up thank you. Some updated names: okapi changed their name to global uranium and enrichment (GUE) and currently have a takeover offer from Snow Lake (LITM). Urenco also recently took a 9% stake in Ubaryon does that change your opinion about General Matter at all" [X Link](https://x.com/mountaingoat672/status/1991253730898112726) 2025-11-19T21:14Z [----] followers, [---] engagements "$UEC announced the restart of Christensen Ranch on 13th August [----] Prior to commencement they reported an inventory value of uranium concentrates from production at $178k" [X Link](https://x.com/mountaingoat672/status/1999027702611980746) 2025-12-11T08:05Z [----] followers, [---] engagements "Following the announcement of production starting in August the 10-Q for 31st October [----] reported no change in uranium concentrate from production with the addition of "In-process inventory" valued at $903k" [X Link](https://x.com/mountaingoat672/status/1999027706269516083) 2025-12-11T08:05Z [----] followers, [---] engagements "@knarfmartini2 $DEV $DMX" [X Link](https://x.com/mountaingoat672/status/2012280500656947234) 2026-01-16T21:47Z [----] followers, [---] engagements "@ballsmeep Congrats on having the gonads to ride this out mate Whats the game plan when you break even" [X Link](https://x.com/mountaingoat672/status/2014240901598793833) 2026-01-22T07:37Z [----] followers, [---] engagements "@richard_yellow Investing in a stronger scumbag detector after your $TOE experience Gives off project flipping vibes. E.g. drill out hurricane then sell to CCJ. Definitely playing the ban lift rerate card in WA QLD and Virginia. Did Homsany get a position with the takeover" [X Link](https://x.com/mountaingoat672/status/1998488978723651729) 2025-12-09T20:24Z [----] followers, [---] engagements "@patrickadownes [--] new shitco pivots for the list: $AAJ and $MOM" [X Link](https://x.com/mountaingoat672/status/1795004894128341348) 2024-05-27T08:11Z [----] followers, [---] engagements "@DakineJeb @patrickadownes Well theyre not doing anything with it $AGE a way more accretive option. Theyve got a pathway to expansion to the federal export limit at honeymoon through Jasons and Goulds already dont need $MEUs patch" [X Link](https://x.com/mountaingoat672/status/1884550872895459469) 2025-01-29T10:35Z [----] followers, [---] engagements "@DakineJeb @patrickadownes Not needed. The honeymoon restart is 22Mlb of a 71Mlb resource base yet to be converted to reserve + 36Mlb in Jasons and Goulds Dam. Their federal export license is 3.3Mlb. Theyve got the assets to increase and extend the mine life without $MEU" [X Link](https://x.com/mountaingoat672/status/1884705892190613644) 2025-01-29T20:51Z [----] followers, [---] engagements "@rekurencja revenue received $297285 / (tons ore [----] * est. avg grade 0.3% * short ton to pounds [----] * U to U3O8 1.1792) * initial payment 85% = $30.89/lb. That math mathing Ore purchase agreement ceased early [-----] short tons short of the original agreement" [X Link](https://x.com/mountaingoat672/status/1990337848927760675) 2025-11-17T08:34Z [----] followers, 13.7K engagements "@murrayj79923081 That looks like $PUR and $WUC will also be dropped by URNJ on the same date both below the $25mil threshold for existing holdings" [X Link](https://x.com/mountaingoat672/status/1999989918916080097) 2025-12-13T23:48Z [----] followers, [---] engagements "Bloody rippa write up on the potential secondary supply of #uranium from phosphate a solid balance of risks and potential considered. You're a gentleman and a scholar and a credit to your friends family and uranium community. As promised for a late Christmas present the latest [--] page Codex report is now available for free for everyone below It includes [--] pages of macro analysis a [--] page deep dive on uranium from phosphate thoughts on gold and silver and so much more ๐ https://t.co/omYhd9P6T2 As promised for a late Christmas present the latest [--] page Codex report is now available for free" [X Link](https://x.com/anyuser/status/2006250147559395605) 2025-12-31T06:24Z [----] followers, [----] engagements "RT @Ugames_kilo: Happy [----] to all the Ugames fans. There are still [--] days to get your entries in. So far we have [--] players. Make sure to" [X Link](https://x.com/mountaingoat672/status/2006627844143854028) 2026-01-01T07:25Z [----] followers, [--] engagements "My X feed #tungsten #FinnishTungstenMafia @BidBird10" [X Link](https://x.com/anyuser/status/2007603856075837738) 2026-01-04T00:03Z [----] followers, [----] engagements "RT @Ugames_kilo: [--] players so far with [--] unique uranium tickers and one clear favorite pick. [--] days until entries close register using" [X Link](https://x.com/mountaingoat672/status/2009157243363836343) 2026-01-08T06:56Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mountaingoat672 Mr. Goat ๐Mr. Goat ๐ posts on X about $gue, $uec, $wuc, market cap the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 13% countries 9% stocks 9% cryptocurrencies 4% currencies 3% social networks 2% technology brands 1% exchanges 1%
Social topic influence $gue 10%, $uec 7%, $wuc 5%, market cap 4%, $lot #4, target 3%, $aee 3%, in the 3%, $pen 3%, $62b 3%
Top accounts mentioned or mentioned by @praisekek @respeculator @capnek123 @rekurencja @toiletkingcap @hchris999 @jmuelle99 @phuketpotato @cxuasx @murrayj79923081 @morethanme10 @horribledisgust @bidbird10 @uraniuminsider @slocan68 @bambroughkevin @mineralstocks @patrickadownes @anthony84089043 @u308andy
Top assets mentioned Uranium Energy Corp. (UEC) Ameren, Corp. (AEE) Pentagon Games (PEN) Snow Lake Resources Ltd. (LITM) My Dog Is The DEV (DEV) Energy Fuels Inc. (UUUU) Equity Residential (EQR) Oklo Inc. (OKLO) CargoX (CXO) Denison Mines Corp (DNN) Magna International (MGA)
Top posts by engagements in the last [--] hours
"@Anthony84089043 Values the asset at $1b with BMN now holding 52.25% at $850mil MC ๐"
X Link 2026-02-12T23:22Z [----] followers, [---] engagements
"Uzbekistan cluster*&% of [----] #uranium production numbers Did they really produce 7000t in [----] ๐งต"
X Link 2026-02-10T02:09Z [----] followers, [----] engagements
"What if WNA's figures are just wrong An S&P Global report had [----] production at 5200t and [----] forecast at 6000t. A 114.8% beat on the 6000t = 6888t A 141.7% growth on 5200t = 7368t https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3490748 https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3490748"
X Link 2026-02-10T02:09Z [----] followers, [---] engagements
"Go Australia @PraiseKek @U308Andy $AGE $CXU $DEV Ugames update Feb [--] [----]. $AGE $COSA $UUUU $CXU and $DEV players in the top [--]. ๐ ๐ป https://t.co/JOdmTdeIrx Ugames update Feb [--] [----]. $AGE $COSA $UUUU $CXU and $DEV players in the top [--]. ๐ ๐ป https://t.co/JOdmTdeIrx"
X Link 2026-02-04T02:27Z [----] followers, [----] engagements
"Fully Funded $LOT comes back to the market again. 25.3% discount equivalent to $0.187 pre consolidation"
X Link 2026-02-05T00:57Z [----] followers, [----] engagements
"We've been lead to believe that $LOT would produce 2Mlb in [----] $LOT themselves don't seem to agree with that assumption"
X Link 2026-02-05T01:07Z [----] followers, [---] engagements
"RT @Yellowbull11: Time to give away a free annual subscription to the Codex Gold has been an integral part of the portfolio. Post your exa"
X Link 2026-02-06T20:07Z [----] followers, [--] engagements
"However what if the simplest explanation is a screw up from the Uzbek Presidential press service who reported their [----] planned target as their [----] actual production TLDR: no idea number salad"
X Link 2026-02-10T02:09Z [----] followers, [---] engagements
"@BULLReturns FID history of $AEE: Q1 [----] H2 [----] H1 [----] now H2 [----] see you in 2027"
X Link 2026-02-13T03:50Z [----] followers, [----] engagements
"$AEE [----] #uranium production goals now off the table. I am shocked"
X Link 2025-11-25T08:50Z [----] followers, [----] engagements
"@jmuelle99 @MoreThanMe10 No theories. Id love to see $EU $URG and $BOE merge into a new company and point a giant capital target in their direction as the dominant Jnr producer. Combined [----] could crack 4Mlb. Well call it The Real Uranium Energy Corp"
X Link 2026-01-24T13:15Z [----] followers, [---] engagements
"@respeculator Greentech delisting good or bad for takeover"
X Link 2026-01-28T10:01Z [----] followers, [---] engagements
"@respeculator [--] months ago I wrote on a discord server I would be surprised to see $LOT make it through [----] without another raise the didn't disappoint"
X Link 2026-02-04T23:52Z [----] followers, [----] engagements
"@PraiseKek @toiletkingcap @SoveyX Frogs shit in ponds"
X Link 2026-02-08T10:01Z [----] followers, [--] engagements
"Various news sources have been regurgitating uranium production from Navoiuran Uzbek's state owned uranium producer of 7000t in [----] which was first reported by the President's Press Service on [--] Feb https://president.uz/en/lists/view/8899 https://president.uz/en/lists/view/8899"
X Link 2026-02-10T02:09Z [----] followers, [---] engagements
"According to WNA Uzbekistan produced 4000tU in [----] which would mean the 7000tU(t unclear) figure would be a 75% production jump in one year. How is this possible is it accurate"
X Link 2026-02-10T02:09Z [----] followers, [---] engagements
"@AndyJay16634390 @ballsmeep The company themselves dont project free cash flow any time in the next few years. Need to raise more to expand production beyond the current 0.4-0.6Mlb to get economies of scale. Dilution machine for several years ahead"
X Link 2026-02-10T04:48Z [----] followers, [--] engagements
"@hchris999 thats interesting the research continues Their [----] and [----] figures are clearly wrong exactly 4000tU each year. So youre leaning towards 7000mt right 4000tU in [----] wrong"
X Link 2026-02-10T20:13Z [----] followers, [---] engagements
"@hchris999 The other thing that through me is the 7100mt [----] goal was later revised to 5250mt So if they produced 7000mt in [----] they smashed that goal https://www.trend.az/casia/uzbekistan/3857308.html https://www.trend.az/casia/uzbekistan/3857308.html"
X Link 2026-02-10T20:16Z [----] followers, [---] engagements
"@GLoffelhardt I find that growth difficult to believe. They operate [--] mines. 4200/20 =210t average per mine these are all tiny assets. It would also exceed their [----] target which was cut in [----] from the 7100t goal reported in [----] to 5250t"
X Link 2026-02-11T11:37Z [----] followers, [--] engagements
"@PhuketPotato @HeyPres10978910 The deal implies an asset value of $1B and now they own 52.25% of it. Market cap was $850mil"
X Link 2026-02-12T23:50Z [----] followers, [--] engagements
"@HorribleDisgust @UraniumKid https://wcsecure.weblink.com.au/pdf/BMN/03055963.pdf https://wcsecure.weblink.com.au/pdf/BMN/03055963.pdf"
X Link 2026-02-12T08:07Z [----] followers, [---] engagements
"@PhuketPotato Hope not"
X Link 2026-02-12T17:31Z [----] followers, [---] engagements
"@jy247 @capnek123 Thats 21Mlb produced by the mines they operate Inkai lbs are booked as purchases not production. The balance comes from on market purchases to align with their strategic overcontracted strategy rather than producing excess and selling into spot market"
X Link 2026-02-14T02:41Z [----] followers, [--] engagements
"@hchris999 @capnek123 This is in the CPS"
X Link 2025-12-05T19:52Z [----] followers, [---] engagements
"@patmvcr @SilverCrisis405 @Yellowbull11 Deets are all in there CPS"
X Link 2025-12-05T21:04Z [----] followers, [---] engagements
"@bullura1 $SLX also in"
X Link 2025-12-05T21:31Z [----] followers, [---] engagements
"@AcctNo994 ๐ no. You win delusional tweet of the year. KAP is 75% owned by Kazak gov. ASPi a 750mil MC company getting a 3.2bil gov loan to buy a 20% stake in KAP is beyond ridiculous hopium"
X Link 2025-12-06T08:13Z [----] followers, [---] engagements
"@da_sails Also worth noting that a strategic reserve would be the US gov directly competing against its own utilities for an incredibly small domestic production volume whilst also requiring them to procure domestic lbs or issue waivers for Russia material. Massive own goal"
X Link 2025-12-08T12:31Z [----] followers, [--] engagements
"@toiletkingcap @respeculator @plumfeeler @Edark94 @The_Godas You making more groups without me toilet I got you on the $EQR bandwagon"
X Link 2025-12-09T21:26Z [----] followers, [---] engagements
"$UEC is now over [--] months into their conservative ramp up and have only drummed 41klbs (16klbs down from the 25klbs last quarter) of #uranium If $PEN hits their guidance they will produce more than $UEC in the first [--] months. Let that sink in. $6.2B market cap ๐คฏ Captain Conservative. $UEC #uranium https://t.co/IkaqCZSQ4G Captain Conservative. $UEC #uranium https://t.co/IkaqCZSQ4G"
X Link 2025-12-10T20:04Z [----] followers, 18.6K engagements
"@paulmitche24045 @kyle_james27554 @rekurencja Thats exactly why a 100% spot strategy is ridiculous not something to be held up on a pedestal"
X Link 2025-12-11T05:26Z [----] followers, [--] engagements
"We now have 12-months of #uranium production data from $UEC. Jnr ISR restart comparison *Production = drummed cake ready for sale not half produced uranium in resin. ๐งต $UEC is now over [--] months into their conservative ramp up and have only drummed 41klbs (16klbs down from the 25klbs last quarter) of #uranium If $PEN hits their guidance they will produce more than $UEC in the first [--] months. Let that sink in. $6.2B market cap ๐คฏ https://t.co/SFrpToHt3q $UEC is now over [--] months into their conservative ramp up and have only drummed 41klbs (16klbs down from the 25klbs last quarter) of"
X Link 2025-12-11T08:05Z [----] followers, [----] engagements
"By [--] July we finally received reported production figures of 26421lbs of dried and packaged uranium"
X Link 2025-12-11T08:05Z [----] followers, [---] engagements
"As at [--] October [----] $UEC report to have produced a total of 41260lbs a 14839lb addition or -44% QoQ production"
X Link 2025-12-11T08:05Z [----] followers, [---] engagements
"12-month dried and drummed production: 26421lbs + 1/3 14839lbs (August component) = 31367lbs. Some will argue this is intentional due to low prices however:"
X Link 2025-12-11T08:05Z [----] followers, [---] engagements
"Whilst $UEC proudly plaster their 4Mlb licence everywhere their own technical report for Christensen Ranch reports a production capacity of 1.3Mlb Whilst the license upgrade occurred after this I cannot find any evidence in their filings regarding production capacity expansion"
X Link 2025-12-11T08:05Z [----] followers, [---] engagements
"Is this an intentionally conservative ramp up Why does a $6.2B company with abundant access to capital require such strict capital allocation How will they answer the call if US Gov does restock the strategic reserve will they expect immediate delivery like last time"
X Link 2025-12-11T08:05Z [----] followers, [---] engagements
"@GoUranium geopolitical risk 85% china supply. high melting point/strength - industrial use in military aerospace mining etc. On many western critical/strategic mineral lists Commodity price has been on the move all year Some follows: @BidBird10 @Alexsei88 @METhompson72 @respeculator"
X Link 2025-12-16T12:24Z [----] followers, [---] engagements
"3 months check-in. #uranium $UEC Pleased to release a new forensic report on Uranium Energy Corp (NYSE American: $UEC) a company with a troubling history whose CEO and founding executives are connected to myriad lawyers promoters financiers and family that have run afoul of the laws in the US and Canada Pleased to release a new forensic report on Uranium Energy Corp (NYSE American: $UEC) a company with a troubling history whose CEO and founding executives are connected to myriad lawyers promoters financiers and family that have run afoul of the laws in the US and Canada"
X Link 2025-12-18T10:32Z [----] followers, [----] engagements
"@Spaghettio666 @uraniuminsider @CxuAsx @PraiseKek @SloCan68 @BambroughKevin Its ETF rebalancing - URNM and URNJ"
X Link 2025-12-19T09:01Z [----] followers, [---] engagements
"@Spaghettio666 @uraniuminsider @CxuAsx @PraiseKek @SloCan68 @BambroughKevin URNM is selling the bottom [--] holdings after the index changes. URNJ AUM is pretty insignificant"
X Link 2025-12-19T09:09Z [----] followers, [--] engagements
"@Anthony84089043 It was URNM and URNJ. Next URA is [--] Jan"
X Link 2025-12-19T12:07Z [----] followers, [---] engagements
"@murrayj79923081 Would be really interesting to see net flows by company from both URNM and URNJ ๐ a few trading places going on"
X Link 2025-12-20T00:03Z [----] followers, [---] engagements
"@FL17112012 I think you mean URNJ They were sold by URNJ and significant weight increase by URNM same day"
X Link 2025-12-20T11:25Z [----] followers, [---] engagements
"@gruust Thats ETF rebalancing volume - URNM and UNRJ both rebalanced 19th December"
X Link 2025-12-20T23:07Z [----] followers, [---] engagements
"@RaymondDuck6 @murrayj79923081 Yeah that one was odd. Net change still negative with URNJ buying Sorry. I found an error in the table some you may have seen before I pulled the posting a few moments ago. This is the corrected table. I hope it is self explanatory. if not I will reply to comments. https://t.co/GQOvY5lOYq Sorry. I found an error in the table some you may have seen before I pulled the posting a few moments ago. This is the corrected table. I hope it is self explanatory. if not I will reply to comments. https://t.co/GQOvY5lOYq"
X Link 2025-12-21T21:39Z [----] followers, [--] engagements
"@BidBird10 @toiletkingcap You find AFL and rugby boring Rugby league is terrible rugby union is better. All the Canadians I studied with at uni loved AFL"
X Link 2025-12-22T20:18Z [----] followers, [---] engagements
"@mineralstocks @PraiseKek @sprott $UEC is still a junior in terms of development stage but go removed"
X Link 2025-12-23T21:49Z [----] followers, [---] engagements
"@HorribleDisgust @mineralstocks @PraiseKek @sprott Maybe thats why NXE was retained its weighted on free-float not market cap so many they snuck under the $5b threshold"
X Link 2025-12-23T22:56Z [----] followers, [--] engagements
"@toiletkingcap Get around my hiking glacial river crossing getup. Xero z-trek and sealskinz socks"
X Link 2025-12-28T02:00Z [----] followers, [---] engagements
"@toiletkingcap Sure do. Hug trees. Plant trees. Cut trees down. These sandals and socks are for crossing freezing rivers though. Last time they were donned was on the Laugavegur hike in Iceland"
X Link 2025-12-28T03:38Z [----] followers, [--] engagements
"@UraniumEquities @enCoreEnergy_EU @grok Will fall into 2nd place by year end. $UUUU just announced theyve exceeded their guidance from the Q4 run to over 1Mlb this year. Encore looks like theyll finish around 750-800klbs"
X Link 2025-12-30T07:06Z [----] followers, [---] engagements
"Q3 #uranium output from Namibia: 2450t / 5.4Mlb -9.7% QoQ +2.8% YoY Annualised output: 22.1Mlb (+3.6Mlb). Half of the growth coming from a doubling of the output from $PDN's Langer Heinrich"
X Link 2025-12-31T03:30Z [----] followers, [----] engagements
"@MalcolmRaw99915 @rekurencja Does the JV allow them contolling authority on milling what material Currently CL take up majority and doesnt leave enough room for Gryphons peak production. If they do have that control 22.5% of max limit is still not enough for Gryphon while CL is operational"
X Link 2026-01-03T02:03Z [----] followers, [---] engagements
"@MalcolmRaw99915 @rekurencja I assumed Orano as the operator has controlling authority over what gets milled there given theyre the JV partner on CL seems that would get preference over Gryphon"
X Link 2026-01-03T02:04Z [----] followers, [--] engagements
"@TaxGuy1601 @capnek123 @uraniuminsider *expansion. It already exists. They bought a bunch of lbs off producers in [----]. https://www.nucnet.org/news/two-companies-win-contracts-for-strategic-uranium-reserve-12-1-2022 https://www.nucnet.org/news/two-companies-win-contracts-for-strategic-uranium-reserve-12-1-2022"
X Link 2026-01-03T08:14Z [----] followers, [--] engagements
"@CxuAsx @HuxleyMick @beav82856 Another entitlement offer for those loyal followers to load the balance sheet for a big [----] with the drill bit wouldnt get any complaints over here"
X Link 2026-01-05T06:17Z [----] followers, [---] engagements
"@PraiseKek Whats the shareprice that brings them under the threshold to be removed at the next rebalance"
X Link 2026-01-09T23:26Z [----] followers, [---] engagements
"@PraiseKek Thats URNM the URNJ min for current holdings is $25mil USD"
X Link 2026-01-09T23:38Z [----] followers, [---] engagements
"@jeffcomeau Were all waiting for Not That Uranium Guy to return"
X Link 2026-01-20T01:28Z [----] followers, [---] engagements
"@bozkaschi Their guidance is on financial year not calendar year. FY26 (July [--] - June 26) is 1.6Mlb. The production rate for Dec quarter up to Dec [--] they disclosed recently was running at 1.8Mlb/yr annualised. So either theyre expecting a slowdown in [----] or beat guidance"
X Link 2026-01-22T11:45Z [----] followers, [---] engagements
"@mineralstocks @BenU427 @respeculator @ShowerCapAM AUD never heard of it. The currency in my country is either the Aussie peso or the dollarydoo"
X Link 2026-01-25T11:47Z [----] followers, [---] engagements
"Dustin Garrow โข ๐ง $DYL $DYLLF So much is covered in this video from Dustin Garrows He covers so much on #uranium #nuclear developments @capnek123 @SloCan68 @quakes99 I had to share it out again Western allies strategic shift away from Russian uranium - Dustin Garrows https://t.co/8HUBoc1neN So much is covered in this video from Dustin Garrows He covers so much on #uranium #nuclear developments @capnek123 @SloCan68 @quakes99 I had to share it out again Western allies strategic shift away from Russian uranium - Dustin Garrows https://t.co/8HUBoc1neN"
X Link 2024-07-24T09:15Z [----] followers, [---] engagements
"@DevelopAll @ARKInvest @oklo Good sign Horrendus fund performance https://www.marketwatch.com/story/these-are-the-10-fund-management-firms-that-lost-the-most-money-in-the-past-decade-youll-never-guess-no-1-d07d2196utm_source=chatgpt.com https://www.marketwatch.com/story/these-are-the-10-fund-management-firms-that-lost-the-most-money-in-the-past-decade-youll-never-guess-no-1-d07d2196utm_source=chatgpt.com"
X Link 2025-12-23T08:21Z [----] followers, [---] engagements
"@jmuelle99 @MoreThanMe10 No idea sorry. For a similar marketcap $EU produces almost 2x has a better contract book and lower production cost"
X Link 2026-01-24T12:52Z [----] followers, [--] engagements
"@MoreThanMe10 @jmuelle99 Add WUC"
X Link 2026-01-24T23:39Z [----] followers, [--] engagements
"@UraniumEquities And 15% of its annual purchase limit ๐"
X Link 2026-01-30T02:01Z [----] followers, [---] engagements
"Reminder that $AEE got into bed with a trader and with this latest announcement are at risk of a further reduction in the fixed price of the contract down to $64/lb if they are unable to achieve FID before 1st Oct 2026"
X Link 2025-11-25T10:40Z [----] followers, [----] engagements
"@Lotus_Resources Hi team Can you provide commentary on how you missed your ramp up guidance by 530klbs (88%) producing 70klbs vs guidance of 600klbs for [--] month ramp up - you commenced in August [----]. Additionally why have your recoveries substantially decreased in January 2026"
X Link 2026-01-30T00:29Z [----] followers, [----] engagements
"@variance_swap @Alexsei88 You can miss guidance and still increase production vs [----]. Including CCJs decrease vs [----] I have an estimated global supply growth around 10Mlb vs 2024"
X Link 2026-02-02T21:10Z [----] followers, [---] engagements
"@UDiamondBalls #GUE ride or die baby. Youll miss us. See you tomorrow"
X Link 2024-09-16T21:01Z [----] followers, [---] engagements
"@Swedish_uranium For $WUC I assume the 50Mlb deposit youre referring to is Hansen/Taylor Theres some odd stuff going on there they own 49% of the Hansen/Picnic deposit (100% is 50Mlb) $GUE own the other 51%. Both are claiming 100% ownership of the Taylor Boyer and High Park deposits (30Mlb)"
X Link 2024-09-21T20:54Z [----] followers, [---] engagements
"@capnek123 If you get George or someone from $WUC could you please ask for clarification on the ownership of their Hansen/Taylor deposit which $GUE also claim ownership of and recently completed a drilling campaign on with scoping study due soon. If you need further details let me know"
X Link 2024-09-26T23:42Z [----] followers, [---] engagements
"@Swedish_uranium If they finally announce an offical JV on Tallahassee development with $GUE @Global_Uranium they might realise their proportion of the 75Mlb JORC compliant resource there which theyre currently advertising as historical from Black Range Minerals old data"
X Link 2024-12-16T21:27Z [----] followers, [---] engagements
"@flashbondtrader @MarkHubbard33 Those are two of the largest deposits in USA. $PEN - Lance: 57.9Mlb $GUE/$WUC - Tallahassee: 75Mlb Only largest deposit is Coles Hill and possibly Copper Mtn (depending what cutoff grade they use)"
X Link 2025-01-06T21:53Z [----] followers, [---] engagements
"@UDiamondBalls @PraiseKek @consuminginfo @rekurencja Speaking of dogshit things. Hows the GUE JV with a lithium shitco pivot"
X Link 2025-03-12T01:37Z [----] followers, [--] engagements
"@rekurencja Nice ๐ only correction is the resource size is wrong. 52.2Mlb is $GUEs share not the total resource. Hansen/Picnic tree being 24.6Mlb their share at 51% interest the other 49% being $WUC puts the total at 75Mlb"
X Link 2025-04-28T21:38Z [----] followers, [---] engagements
"@UnoMasReactor Had similar questions and wrote this on reddit recently about $GUE and Ubaryon https://www.reddit.com/r/UraniumSqueeze/s/vVMhSrrjJL https://www.reddit.com/r/UraniumSqueeze/s/vVMhSrrjJL"
X Link 2025-05-10T02:50Z [----] followers, [---] engagements
"@PraiseKek @U308Andy $CXO is probably the closest to lithium major (not that they are a major) that I can think of who are sitting on Napperby in NT. Havent $DNN also done a JV with a lithium explorer too $GUE just did a JV with $LITM on a project in Wyoming"
X Link 2025-05-11T01:19Z [----] followers, [---] engagements
"@TSKing57 @BambroughKevin Assuming you mean $GUE They just released a scoping study on it this week. Went with hydraulic borehole instead of ISR. Only a small portion is high enough grade to be economic for US AISC $58.65 https://wcsecure.weblink.com.au/pdf/GUE/02943663.pdf https://wcsecure.weblink.com.au/pdf/GUE/02943663.pdf"
X Link 2025-05-11T19:50Z [----] followers, [--] engagements
"@khawk1956 @capnek123 @NOBLuranium Are you doing any work on Pine Ridge in July for $GUE & $LITM"
X Link 2025-06-28T04:35Z [----] followers, [--] engagements
"@CxuAsx @POTUS @WhiteHouse @DonaldJTrumpJr @SecretaryWright @joerogan @NuclearHazelnut @rafaelmgrossi @AlboMP @AUKUSforum @Dr_Keefer ๐ค you could be onto something with the $LITM move on $GTR I wondered the same thing after they got into bed with $GUE to pick up the Pine Ridge project adjacent"
X Link 2025-06-30T06:58Z [----] followers, [---] engagements
"@WesternUranVan When are you going to formalise a JV with $GUE @Global_Uranium on this project"
X Link 2025-07-09T12:07Z [----] followers, [---] engagements
"@Napalm_1_ @murrayj79923081 They were 27th by market cap when I looked on the weekend. $MGA and $AEC sat in 24th and 25th at just under the $100mil MC"
X Link 2025-11-19T20:26Z [----] followers, [---] engagements
"@ClayDMontgomery Great write up thank you. Some updated names: okapi changed their name to global uranium and enrichment (GUE) and currently have a takeover offer from Snow Lake (LITM). Urenco also recently took a 9% stake in Ubaryon does that change your opinion about General Matter at all"
X Link 2025-11-19T21:14Z [----] followers, [---] engagements
"$UEC announced the restart of Christensen Ranch on 13th August [----] Prior to commencement they reported an inventory value of uranium concentrates from production at $178k"
X Link 2025-12-11T08:05Z [----] followers, [---] engagements
"Following the announcement of production starting in August the 10-Q for 31st October [----] reported no change in uranium concentrate from production with the addition of "In-process inventory" valued at $903k"
X Link 2025-12-11T08:05Z [----] followers, [---] engagements
"@knarfmartini2 $DEV $DMX"
X Link 2026-01-16T21:47Z [----] followers, [---] engagements
"@ballsmeep Congrats on having the gonads to ride this out mate Whats the game plan when you break even"
X Link 2026-01-22T07:37Z [----] followers, [---] engagements
"@richard_yellow Investing in a stronger scumbag detector after your $TOE experience Gives off project flipping vibes. E.g. drill out hurricane then sell to CCJ. Definitely playing the ban lift rerate card in WA QLD and Virginia. Did Homsany get a position with the takeover"
X Link 2025-12-09T20:24Z [----] followers, [---] engagements
"@patrickadownes [--] new shitco pivots for the list: $AAJ and $MOM"
X Link 2024-05-27T08:11Z [----] followers, [---] engagements
"@DakineJeb @patrickadownes Well theyre not doing anything with it $AGE a way more accretive option. Theyve got a pathway to expansion to the federal export limit at honeymoon through Jasons and Goulds already dont need $MEUs patch"
X Link 2025-01-29T10:35Z [----] followers, [---] engagements
"@DakineJeb @patrickadownes Not needed. The honeymoon restart is 22Mlb of a 71Mlb resource base yet to be converted to reserve + 36Mlb in Jasons and Goulds Dam. Their federal export license is 3.3Mlb. Theyve got the assets to increase and extend the mine life without $MEU"
X Link 2025-01-29T20:51Z [----] followers, [---] engagements
"@rekurencja revenue received $297285 / (tons ore [----] * est. avg grade 0.3% * short ton to pounds [----] * U to U3O8 1.1792) * initial payment 85% = $30.89/lb. That math mathing Ore purchase agreement ceased early [-----] short tons short of the original agreement"
X Link 2025-11-17T08:34Z [----] followers, 13.7K engagements
"@murrayj79923081 That looks like $PUR and $WUC will also be dropped by URNJ on the same date both below the $25mil threshold for existing holdings"
X Link 2025-12-13T23:48Z [----] followers, [---] engagements
"Bloody rippa write up on the potential secondary supply of #uranium from phosphate a solid balance of risks and potential considered. You're a gentleman and a scholar and a credit to your friends family and uranium community. As promised for a late Christmas present the latest [--] page Codex report is now available for free for everyone below It includes [--] pages of macro analysis a [--] page deep dive on uranium from phosphate thoughts on gold and silver and so much more ๐ https://t.co/omYhd9P6T2 As promised for a late Christmas present the latest [--] page Codex report is now available for free"
X Link 2025-12-31T06:24Z [----] followers, [----] engagements
"RT @Ugames_kilo: Happy [----] to all the Ugames fans. There are still [--] days to get your entries in. So far we have [--] players. Make sure to"
X Link 2026-01-01T07:25Z [----] followers, [--] engagements
"My X feed #tungsten #FinnishTungstenMafia @BidBird10"
X Link 2026-01-04T00:03Z [----] followers, [----] engagements
"RT @Ugames_kilo: [--] players so far with [--] unique uranium tickers and one clear favorite pick. [--] days until entries close register using"
X Link 2026-01-08T06:56Z [----] followers, [--] engagements
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