100KUranium retweeted
They didn't want to talk about it before securing all the land they now have staked... but the estimated potential is >600 Mlbs. That would make it one of the biggest deposits in the #US, if not the biggest. The most exciting US #uranium exploration project imo $M.CN $RSH
I sat down with @tdlamb , @MyriadUranium CEO.
We talked about a new acquisition - project in New Mexico, status & plans, the enormous potential that Copper Mountain #uranium project has, next steps and many more surprises from myriad in 2025!
Watch here:youtu.be/kNWwJYVvNYs?si=73kS…
100KUranium retweeted
While I rarely browse #wallstreetbets in an effort to save brain cells, every once in awhile they post some solid due diligence over there.
For instance they've correctly noted that Sable Offshore $SOC CEO James Flores sold his private jet to buy more shares and observed how the Trump admin is making a hard push on behalf of the O&G industry.
With the original post already receiving over 1.6K likes in 24 hours, the buzz is very real.
100KUranium retweeted
$SOC
“Position: Balls deep with 6,000 shares, and more options in my wife’s account”
WSB long $SOC
reddit.com/r/wallstreetbets/…
100KUranium retweeted
🤠🐂#Canada's #Uranium miner's boardroom is filled with shock & awe today💣🎆🔥😲 after the surprise announcement that their Inkai JV partner in #Kazakhstan had halted #mining operations after failing to extend the project's operating license.👇
"Cameco (TSX: $CCO; NYSE: $CCJ) was informed by our partner, National Atomic Company Kazatomprom JSC (Kazatomprom), and Joint Venture Inkai LLP (JV Inkai), that as of January 1, 2025, JV Inkai has suspended production activity.
On December 31, 2024, JV Inkai formally notified us that it had not received an extension of the timeline to submit its updated Project for Uranium Deposit Development documentation (Project Documentation), an extension that was expected prior to 2024 year-end. We were informed by Kazatomprom that the extension was not received as expected due to the delayed submission of the necessary documentation to the Ministry of Energy. As majority owner and controlling partner of the joint venture, on December 30, 2024, Kazatomprom directed JV Inkai to plan for a halt of operations as of January 1, 2025, to avoid potential violation of Kazakhstan legislation.
Based on the information we had been receiving from JV Inkai and Kazatomprom, a process to address the update of the Project Documentation was underway and a positive outcome was expected. Reports received by Cameco as recently as December 26, 2024, made no mention of a production suspension being a risk in relation to this process.
We are disappointed and surprised by this unexpected suspension and we will be seeking further clarification on how this transpired, as well as the potential 2025 and 2026 production and financial impacts (including on future dividends), and what Cameco can do to help Kazatomprom and JV Inkai restart mining operations.
Kazatomprom holds a 60% interest in JV Inkai, while Cameco owns a 40% share."
100KUranium retweeted
The halting of JV Inkai isn't trivial. This is possibly the best ISR project in the world. Hopefully we'll have further reasoning for this decision soon, but not holding my breath.
Inkai is the thick blue segment...production expected into the 2050s!
100KUranium retweeted
“Enrichment SWU jumping [today] +$7 to a new record high of $190”. Going to be a hot 2025 for @MyriadUranium
Boom!💥 The impact of #Russia halting enriched #Uranium shipments to the US is being felt in the Spot market today🇷🇺🛢️☢️🚢⛔️🇺🇸 with enrichment SWU jumping +$7 to a new record high of $190⤴️🌋 as Spot #U3O8 rises +88c to $72.63 for #Nuclear fuel brokers @UraniumMarkets⬆️💲⚛️⛏️🤠🐂
100KUranium retweeted
So, yeah, turns out the fear people have about nuclear waste comes from cartoons or straight up misinformation.
In reality, spent fuel should be the gold standard for waste management.
It’s the only industry that knows exactly where every ounce of waste is, and it stays safely contained.
Try saying that about any other type of waste.
100KUranium retweeted
The development bank has confirmed it is moving forward with approval of a debt facility in Q1'25. In parallel, Global Atomic has progressed JV negotiations & anticipates receipt of a Definitive Agreement in Q1'25 for an amount sufficient to complete Dasa. globalatomiccorp.com/investo…
100KUranium retweeted
What a chart. Conversion and enrichment capacity have EXPANDED during this historic price rise. Guess what happens next for uranium?
It's on the graph you reposted. Word of warning... there was no shortage of enrichment, conversion or #Uranium in the last bull cycle so drawing any conclusions from that price data is going to be a challenge given all 3 are now in a Western supply deficit in a bifurcated market.
100KUranium retweeted
Myriad Uranium Concludes Maiden Drill Campaign at Copper Mountain; Program Encountered Significant High Grade, Exceeded Expectations, Provided Verification of Historical Drilling, and Encountered Mineralisation in Deeper Zones Which Opens Exciting New Potential
Full Story: nfne.ws/231557
100KUranium retweeted
@RedCloudSec's uranium analyst David Talbot just wrote about @MyriadUranium Copper Mtn drilling, which from management's vantage has validated past work, exceeded expectations, and opened up exciting new possibilities. Stay tuned for details regarding Myriad's ambitious plans for 2025.
.@MyriadUranium reports further gamma ray logging results from 13 verification #drill holes at the Canning deposit area. One key highlight includes: 2,530 ppm eU3O8 over 6.65 ft, peaking at 3,870 ppm eU3O8 at 301.6 ft. See more: bit.ly/48TNfPr CSE: $M #Mining #Uranium
100KUranium retweeted
📗New Goldman Sachs #AI/DATA CENTERS’ GLOBAL POWER SURGE report sees power demand growing 165% thru 2030 while "We are in the early stages of a #Nuclear Renaissance in US and globally"🌅⚛️⚡️🔌💻🤖🌎 with Key challenge being "Confidence in enriched #Uranium supply"⚛️⛏️😨 "As momentum builds for nuclear capacity expansion, we expect greater focus on geographical exposure to Uranium — not just production but conversion and enrichment as well"🤠🐂 #RideTheNuclearWave 🌊🏄
100KUranium retweeted
So do I bank on buying the tax loss selling with dry powder or will long term contracting rip the market further? #uranium
50%Have cash for tax loss
50%Fully position for rally
84 votes • Final results
100KUranium retweeted
Atlantic Action II has departed St. Petersburg. It appears without its enriched #uranium cargo. There is a US customer that may be in trouble. Follow @GLoffelhardt 👇
100KUranium retweeted
France’s shift to nuclear power was one of the fastest and most efficient ways to reduce CO₂ emissions.
🇫🇷 FRANCE: 30g CO2/kWh 🟢 using 68% Nuclear, 23% Wind and 5% Hydro.
🇩🇪 GERMANY: 507g CO2/kWh 🔴 using 37% Coal, 32% Wind and 12% Gas.
Provided by @ElectricityMaps, data is about live consumption for the past hour as of 19/11/24 03:01 Berlin's time.