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The forgotten unconformity basin, host to 2x 300Mlb deposits and a mine that produced 24Mlb in 4 months, drill rigs active. 🐘

#uranium maths. If $KAP reduce the output of Inkai, Katco, Akbastau & Khorassan which are all marginally above new 2026 MET rates, reduction by a total ~2Mlb/yr would net them an annual saving of: $USD69mil at current ave price $56.15 $USD80mil at $65 $USD93mil at $75

A prayer for #uranium: Our John Borshoff who art in Namibia, uranium be thy name, as it is in heaven. Give us this day our daily uranium. And forgive us our shorts, as we forgive those who shorted against us. And lead us into the bull. Amen

#uranium thoughts Everyone wants the stocks they hold to get into production and make bank. Everyone wants the stocks they don’t hold to not get into production and make the supply response worse. 👀 $NXE $NXG $GLO $GXU $DNN $BMN $DYL $LOT $FCU $PEN $WUC $AEE

India will remove import taxes on 25 critical minerals and ramp up efforts to develop small-scale nuclear reactors to speed its adoption of clean energy, Finance Minister Nirmala Sitharaman says trib.al/Tv4Boq9

Dustin Garrow ☢️ 🧠 $DYL $DYLLF

In early 2023 when #uranium was taking a beating I averaged down on all my holdings. By the end of 2023 I regretted not averaging down more. Won’t have the same regrets in 2024. Have bought 4 times in the past few weeks, 2 active orders.

This is correct. #uranium supply is not easy. There are many risks and no flood of supply easily coming, particularly at current prices. Term needs to go higher or the supply deficit will get worse. 👏 no Eiffel Tower pattern confirmed, no reversion to the mean.

#uranium

Yes. Further deterioration in the macro environment will place a huge risk on #uranium supply response. No greenfield projects have been funded to date and some brownfields scheduled for 2025 still pending FID.

My friend and former Decouple Media guest Robert Parker was cancelled moments before he was set to deliver this presentation to Engineers Australia under pressure from 💧simon holmes à court. Judge for yourself if the contents of the presentation are unfit for Australia's premier engineering

What do all these JVs that have grown in production have in common? They all have Russian participation. It is clear where the ball is rolling #uranium PS. Zarechnoye also is Russian JV but it´s near depletion

SPOT #uranium price goes up U bears: “looking toppy, reversion to the mean coming, Eiffel Tower pattern - insert crayon drawings” SPOT #uranium goes down U bears: “AHHHH SEE I WAS RIGHT” Long term #uranium investors: 🤷 daily moves 😴

I think on the stroke of a pen, they have downsized their production 8yrs in a row. Just my opinion. They have 0% control over their access to SA being a land locked country with competing interests from agriculture, and have flogged their deposits to early depletion. #uranium

Labor has just created a website to report disinformation: Here’s something that I just reported. The irony here is quite extreme. 🔗alp.org.au/disinformation…

If you are invested in #uranium and have not done so, I highly recommend this interview by Antonio A. and John Ciampaglia of Sprott. There are a few items I would like to add. Grab a coffee, this will be a long thread on #uranium/1 youtube.com/watch?v=YsXE5X…

Yes, damn them #uranium shills

Kazakhstan is a land locked country experiencing difficulties getting sulphuric acid into its nation at sufficient quantities for their agricultural needs and $KAP, it’s not a worldwide shortage of sulphuric acid. #uranium

"The new generation of #uranium speculators are notoriously short-sighted."