You are guaranteed to be dumber for having read any of my tweets 😂 Also I spew opinions which are not investment advice.
Joined June 2021
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ballsmeep retweeted
Never been one to comment much on Centrus but have to think that 31% short interest with a $2B market cap with close to $2B of cash on balance sheet is gonna hurt folks if sentiment in the nuclear space improves at all… what dummy holds that short after the fall this stock has had? $LEU @centrus_energy
ballsmeep retweeted
Interesting counter trend call from Goldman Sachs this morning...
"We are raising our datacenter spending forecasts for 26 and 27 - this should get some airtime.
We raise our data center construction spending forecasts for 2026/2027 to $80 bn/$100 bn from $67 bn/$87 bn previously, and introduce our 2028 data center construction spending forecast of $125 bn. We understand the optics of raising our data center forecasts following the midterms, which introduced the prospect of delays, but the impulses driving our higher forecasts were set in motion over the last few months. Data center spending accelerated from 55% yoy in June to 90% yoy in September, while construction starts in 3Q were up meaningfully yoy."
ballsmeep retweeted
$DNN touts 24% Phoenix progress. Buried in the filing: ~$20M in disruption costs from flooding, weather & site access issues; freeze hole drilling behind schedule (15/66 completed by Oct. 31); and 2026 spending forecast cut by $26M due to deferred work. "Mid-2028" now "H2 2028."
Denison Reports Financial and Operational Results for Q3 2026, Highlighted by 24% Total Completion after First Quarter of Full-Scale Construction at Phoenix ISR Uranium Mine
David Cates, President and CEO of Denison commented, "With a relatively short timeline for construction of the Phoenix In-Situ Recovery ("ISR") uranium mine, executing during the prime summer construction season is critical. We are very pleased with our ability to immediately mobilize to site after regulatory approvals and ramp up activity to achieve a full-scale rate of construction for the third quarter. Denison's results showcase significant construction progress at Phoenix and the potential to add meaningful shareholder value from the discovery of new mineralization on site.
During the quarter, we prioritized schedule-critical and seasonally sensitive activities to capitalize on the summer construction season, and we ended our first quarter of full-scale construction with the project's total percentage completion estimated at 24%. Based on this initial progress, we continue to target completion of construction and achievement of first production during the second half of 2028, which is approximately 2 years after the commencement of full-scale construction."
Read the full press release here: ow.ly/HWWA51046g9
$UEC
Signing #spotprice referenced contracts
When spotprice hits $150 this will fly
Like buying #sput but more torque ???
Any views are welcome, positive or negative
GLTAH ❤️
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