There are opportunities that happen only once in a lifetime. Once you identify it, go for it, follow your own judgment, don't be influenced by others and never give up #uranium

Kazakhstan increases VAT by 4 points which together with the new rates applied by Kazatomprom recently makes Kazakh #uranium more expensive. In addition Kazakhstan, logically, gives absolute priority to agriculture over all other sectors, which will make it even more difficult for Kazatomprom to obtain supplies of sulfuric acid

By the time the media reports on these realities, it is usually too late to addess the situation. The West is short of every stage of the front end of the nuclear fuel cycle. In each of these, it is dependent on the East. Thirty years of dependence is not going to be solved in 3 years, to think that is pure arrogance. What you (didn't) do yesterday has consequences today #uranium

RT @quakes99: 🤠🐂The amazing stream of uber-bullish #Uranium & #Nuclear #energy news hit a record 5-decade high last week🌟📰⚛️⛏️ with a new s…

I have not misunderstood anything, I do not care at all about the AISC given by any company, I repeat I only care about the FCF/pound produced. Before I gave the example of Cameco, in this one you have to dig deeper since you have to separate its former energy business as well as gold. A much simpler example is Kazatomprom, with financial reports since 2007. Very easy to check the difference between AISC given and FCF/pound produced. I am not a miner, I consider myself much more of a financially focused investor, hence AISC matters zero to me. FCF is the king of metrics

As an investor, in this case in uranium mining, the only metric that matters to me is FCF per pound produced. This must be calculated over the entire life of the company, from the time the first document is signed for the creation of the company until the last dollar is financed for the remediation of the mine. If we apply this to the numbers given by Denison, time will show that the AISC they claim is several times higher, and it remains to be seen if they achieve a cumulative positive FCF. There we have Cameco, with annual reports published since 1994, it is very easy to check. That said, these publications like Denison's do a disservice to the entire industry, as time has shown that they have failed/lied in the initiation of U3O8 supply and will do so with the FCF expected by the shareholder, which will be passed on to the shareholder of the utility

RT @capnek123: Here is my interview with Grant Isaac from Cameco.👇 If you are a #uranium and #nuclearenergy investor this is a Must Watch.💥…

@tonyp03877 @todouranio Denison's word of when it would start production I wouldn't take it too seriously. This is what they stated in late 2018

The deficit is already several Mlb/year. I guess you are very focused on the share prices, solely on that issue. I understand your frustration, the performance has been very poor, what can I tell you? I have no idea when capital will flow into uranium equities, no idea. I am sure the time will come, when? No idea Enzo, no one knows. You must get comfortable with your portfolio, otherwise you will only get more and more frustration. Cheer up!

@Brandon25357439 Hi Brandon, it´s the total they own (5.5% of Aspi)

RT @SHJVerborg: $ASPI isn’t another overhyped micro-cap — it’s a nuclear/semiconductor/medical play trading at 9x 2026 EBITDA. Here’s why i…

January is off to a strong start in terms of LT contracting. Although few in number, there are still uts with very short term needs. There are hardly any players interested in spot price increases in the short term, but water always, always finds a way out. No one knows if the replacement rate will happen in 2025, but at some point it will happen and no player will be able to fight against the water outflow. The tariffs to Canada are delayed by one month, but not to China. In 2024 US imported 85tU as EUP from China, so the corresponding SWU provided by China is more expensive. The Action II is in St Petersburg, it remains to be seen if this shipment receives a waiver for its cargo. The nuclear fuel supply chain is on pins and needles, we will see how long this apparent normalcy will last #uranium

EUP imports from China were 85tU as EUP in 2024 and 115tU in 2023. To this material would be added the related tariff announced by Trump. The short term market reaction is unpredictable but all signs are very bullish for US domestic production

RT @tufferhuffer: Nuclear Fuels’ Friday Feedstock Wow…it’s been a roller coaster of a week in the uranium/nuclear sector this week. Here’…

EDF revises upwards its expected nuclear generation for 2025 and 2026, thus revising upwards also the EUP to be consumed #uranium

@Jaro_rogue @HungterGatherer Yes, tails

@todouranio Hi Enzo, I think PUR will do very well, growing both inorganically and organically. Its strong shareholding makes its liquidity very low, hence with few shares it goes down and up very sharply