Brennus01

[Brennus01 @Brennus01]

How has Venezuela's crude export destination list changed? Big winners: US & India. Big loser: China. Regardless, exports are UP.

[Brennus01 @Brennus01]

@capnek123 completely uncontracted, unhedged future production, correct? This in a #uranium market where the mid point of new contracts is $120. $UEC have navigated this bull run very well.

[Brennus01 @Brennus01]

#uranium term is $93. That UNDERSTATES current #uranium price. Firm contracted #uranium in 2029 is for sure >$100. 5yr? $107 or more. $CCJ says 70% of utilities are already paying $100 or more going into 2027. $UEC are completely unhedged & growing production. Just sayin'.

[Brennus01 @Brennus01]

$UEC sold some inventory U308 at $101. $UUUU sold some #uranium inventory at $95. UxC reports term price at $93, TradeTech at $95, $CCJ at $94.

Feels like the buy & sell sides are starting to find common ground. As holdout inventory grinds down there will be a breakout.

[Brennus01 @Brennus01]

@NYSE_UAMY fabulous presentation.

[Brennus01 @Brennus01]

Cameco have 9.1MM lbs uranium in inventory.

" our uranium inventory was 9.1 million pounds on March 31, 2026"
https://t.co/ennUzUSDtW

[Brennus01 @Brennus01]

NA Uranium corps hold ~10% of w/w uranium demand in inventory. Just kind of sitting around on the shelf. 😀#uranium
(ticker, lbs)
UEC, 1700000
UUUU, 1100000
UROY, 2329637
DNN, 1850000
CCJ, 9100000

TOTAL 16,079,637

[Brennus01 @Brennus01]

DNN have 1.85MM lbs of uranium in inventory.

"at the end of the year, we ended with 1.85 million pounds."

https://t.co/EbySA80MUC

[Brennus01 @Brennus01]

UROY: As at January 31, 2026, the Company held 2,329,637 pounds of U3O8

https://t.co/y0e6ySHNJk

[Brennus01 @Brennus01]

UUUU have 1,100,000 lbs uranium in inventory

https://t.co/ph6bBMeEpM

[Brennus01 @Brennus01]

UEC have 1,456,000 lbs of uranium in inventory
Plus 244,000 lbs precipitated & dried/drummed U3O8 at Irigaray

TOTAL 1,700,000 lbs uranium in inventory

(~8:55)
https://t.co/dPZ4AVAIqm

[Brennus01 @Brennus01]

@StonkValue I've got three #1's and a #3 in my portfolio. So I guess we're in violent agreement on this topic across several sectors.

[Brennus01 @Brennus01]

Big Beautiful Bill munitions acquisition breakout. Making predictions is hard. Especially about the future.

[Brennus01 @Brennus01]

@Robert41329413 It's a different kind of 'me, too'

[Brennus01 @Brennus01]

"The move away from nuclear power was a strategic mistake."

I agree. #uranium #nuclear

[Brennus01 @Brennus01]

@CMEGroup @CMEGroup can you publish a schedule of upcoming glitches and cooling problems so we can plan ahead?

[Brennus01 @Brennus01]

@SilbergleitJr This is a x-section of sundrive's copper HJT PV cell. First, can't believe the published that ugly thing. Second, that's not going to be robust in the field.

[Brennus01 @Brennus01]

@freedom_rpt I noticed a big chunk of yesterday's silver contract volume crossed while the market was closed. How can I get trading access to 'glitched market transactions'? Seems like there is a lot of money to be made there. @CMEGroup can you hook me up? When is your next glitch?

[Brennus01 @Brennus01]

@capnek123 @agelston He did go all the way to scam. 😲

[Brennus01 @Brennus01]

@bharatiya_atma @silvertrade Well it's been 40 years so far, but that's probably just beginner's luck.