Investor in uranium and silver. Hiking and tech geek. Always hungry for fresh goods! 💹🎒🌿
Calgary
Joined June 2013
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First-of-a-kind approval for Radiant. I think this is the regulatory movement the fuel cycle has been waiting for. More reactors means more uranium demand. Bullish for the whole sector.
DavidL MetalTech retweeted
1/ 🚨 NEW ANALYSIS: Existing fossil fuel extraction projects threaten nearly SEVEN TIMES the world's remaining 1.5°C carbon budget.
Read the full brief ➡️ oilchange.org/publications/t…
🧵 Let’s dive into the findings…
When the safety net has a depletion date, I get why younger investors rotate into hard assets. Silver and uranium aren't a fad, they're a rational response to that chart.
DavidL MetalTech retweeted
6/ Delayed action + continued FF investment (most egregiously by wealthy countries & Big Oil companies raking in record profits) has kept pollution high and sentenced the world to exceeding 1.5C in the near term. But governments still have the power to change course.
Interesting. If this leads to real trade terms, I'd expect Canadian uranium and critical minerals to be the main beneficiaries. Watch this one.
💥BREAKING NEWS 💥
Big things are happening in Montreal today 👀
EU'S 🇪🇺 VON DER LEYEN @vonderleyen: WE ARE DISCUSSING THE IDEA OF CANADA 🇨🇦 BECOMING THE FIRST ASSOCIATE MEMBER OF THE EU
EU'S VON DER LEYEN: IT WILL BE 'ASSOCIATION WITHOUT ACCESSION'
Agreed. Doubling electricity supply means serious demand for electricians, lineworkers and other Red Seal trades. This bonus should help close the gap.
Everyone laughs until the spot power price clears. Weather like this is the best uranium marketing there is.
DavidL MetalTech retweeted
#uranium spot up another 2 bucks overnight.
Time to buy, and buy equities aggressively
PDA is the missing link in most hydrogen projects. Pilots don't attract capital, bankable structures do. I'd argue targeted funding plus PDA is how hydrogen actually scales. #HydrogenValleys
DavidL MetalTech retweeted
Getty South continues to expand, with new copper mineralization identified beyond previously reported drill results.
Our latest results from the spring 2026 campaign include 160.2 metres grading 0.32% copper, including 11 metres grading 1.00% copper. The new zone remains open in multiple directions and at depth, providing further targets for follow-up drilling.
With two rigs now operating at Getty South as part of our expanded 20,000+ metre drill program, we’re working to define the extent of mineralization and advance the project.
Read more: bit.ly/4A9Lj23
$GTC.V $GTCDF
Agreed on the pricing point. EV costs have come down fast, and the used market is competitive now too. Charging access is the real factor for most buyers.
"If your goal is simply to buy a great EV that’s competitive on price, start looking now—because the EV you’ve been waiting for is already here," writes Clean Energy Canada's Trevor Melanson.
New op-ed👇 #cdnpoli
nationalobserver.com/2026/10…
Good panel. ADNOC Onshore deploying AI at scale is no surprise, their execution on tech adoption has been strong for years.
🤖 At ATCE, leaders from ExxonMobil, EOG Resources, ADNOC Onshore, and Baker Hughes discussed how AI is helping improve resource recovery, boost efficiency, and support a more secure and sustainable energy future.
Read more: go2.spe.org/H9LU5101cZC
#SPEjpt #ATCE
That -1.6% is noise in my view. The 2.9 SOR is the number I watch every month on Sunrise. Good data from AER/Petrinex as always.
The Sep-26 reported monthly OIL production rate for $CVE.TO Cenovus Energy Sunrise SAGD asset was 68,800 bbl/d. Previous month oil production was 69,916 bbl/d, yielding change in production oil rate of -1.6%. The average injected STEAM rate was 199,190 bbl/d from the identified 114 SAGD injectors, with overall Steam to Oil Ratio of 2.9. Source: AER, Petrinex 🫡🪒
Le niveau était là, les références pas. Ironique de voir ces jeunes chercheurs finir à Dubai ou Abu Dhabi, où les projets sur la résilience énergétique sont mieux financés. #Énergie
DavidL MetalTech retweeted
Our Alpha Signals suggest Copper is about to head much much higher! A rising Copper price correlates with capital re-inflating cheap risk assets. So look for great buys in beaten down sectors like Gold, Silver, Lithium, Platinum and all Critical Metals ...
DavidL MetalTech retweeted
As Indian capital grows more mobile, GIFT City, Singapore, and Dubai are competing for trading, liquidity, and innovation, while global exchanges expand their India-linked offerings.
At #FOWIndia, Chief Business Development Officer Russell Robertson joined a panel discussion on India’s role in global derivatives and whether it can retain liquidity onshore while expanding its international presence.
Agree with Jigar here. The solutions exist, the bottleneck is transmission and permitting, not technology. And with data centre demand climbing, the pace will surprise people.
Check out the conversation with @JigarShahDC on #ARCEnergyIdeas. While we agree that clean energy will grow, Jigar is more optimistic about the pace for North America. In his view, the need will drive innovation, and the solutions exist: #wind #solar #battery
Established districts like Zacualpan-Taxco tend to de-risk exploration. Past-producing mines are a good sign, but the key question is what drilling shows. I'm watching this one. #silver
⛏️ 500+ YEARS OF SILVER MINING HISTORY. A DISTRICT BUILT ON PRECIOUS METALS.
Located in Mexico’s historic Zacualpan–Taxco District, J2 Metals’ Sierra Plata Project sits in one of the country’s most established #silver-producing regions.
Once among the Spanish Empire’s most important silver and gold districts, the area has a mining legacy spanning more than five centuries.
The project hosts multiple past-producing silver-gold mines and numerous historic workings, providing evidence of an established mineralizing system and a compelling foundation for further exploration.
🇲🇽 A historic district. Multiple past-producing mines. New exploration potential.
