Eric Keller

Speculator. Tweets are not investment advice. Not a pro. Do your homework.

[Eric Keller @Eric_Keller28]

@DonDurrett @Frankiegoodluck $VO Val Ore

[Eric Keller @Eric_Keller28]

@capnek123 $SVRSF. Going into production with goal of 3 million Oz per year in Mexico this quarter. Market cap approx $350MM. Do the math. Forward 2027 PE is below 5.

[John Quakes @quakes99]

#Uranium📝🏛️ #Trump Executive Order 14299: Reinvigorating the Nuclear Industrial Base 📜sets US goal to quadruple #Nuclear power to 400GW⏫⚛️🇺🇸 & tasks DOE with launching construction of 10 gigawatt-scale reactors by 2030.🔟🏗️👷 Westinghouse has released a report today finding that a fleet of 10 AP1000 reactors of 11.5GW would create more than $1 Trillion in US GDP💰🤠🐂 https://t.co/LlTwRhzBJE

[John Quakes @quakes99]

🌀Unprecedented #Uranium demand tailwinds continue to intensify📶as World #Nuclear Association now reports 437 operable reactors (399GW),⚛️⚡️⬆️ a record 76 new units now under construction (83GW),🏗️⬆️ 125 in planned/ordered pipeline (111GW)🧾⬆️ plus 309 more proposed (286GW)!🤠🐂

[Boz @bozkaschi]

#Platinum (4h) breaks out of the trend channel 👀

[Eric Keller @Eric_Keller28]

@DarioCpx Dario could you start covering Platinum?

[Eric Keller @Eric_Keller28]

@nimblephatty # numbers on a Friday night

[Yellowbull @Yellowbull11]

MASSIVE NEWS

Cameco and Brookfield have entered into a binding term sheet with the US DoC to estabslish a strategic partnerships to arrange financing and facilitate the permitting and approvals for new Westinghouse reactor buildouts in the US with an AIV of at least $80 billion!

[📐triANGLE INVESTOR @capnek123]

🔥Reference scenario from the WNA fuel report is out.
Key highlights:
🚨Top producing #uranium mines will be depleted in 2030s
🚨Primary #uranium supply does not meet demand in short term

[John Quakes @quakes99]

Broken!💥🔨 #Uranium shortfall threatens #Nuclear #energy renaissance, industry warned⚠️⚛️⛏️🆘🚑 @WorldNuclear Fuel Report sees doubling of Uranium demand over next 15 years⚛️⏫as mined supply falls by 50%⛏️⤵️ leaving a 'significant gap' to be filled.↕️🤠🐂https://t.co/q32Tmegbgx

[Eric Keller @Eric_Keller28]

@JacobsVegasLife Triple zero. Yuk.

[Steffan Szumowski @UnoMasReactor]

Acknowledgement of receipt of the Combined Operating License Application from @FermiAmerica is finally up on the NRC ADAMS database

Four AP1000 reactors with a review timeline of 18 months!!!

The reactors are coming 🤘

[📐triANGLE INVESTOR @capnek123]

"Ceiling is now is at $140". Just listened Per Jander talking in @JamesConnor1999 show.

#uranium

[John Quakes @quakes99]

🐳A giant US$200M wave of 'bought deal' cash flowing into @Sprott Physical #Uranium Trust💵🌊drove the price of Spot #U3O8 far higher today⏫ with #Nuclear fuel brokers @EvoMarkets UP +$5.50 to $75/lb with both UK @Numerco & US @UraniumMarkets UP +$4.75 to $74.50💲⚛️⛏️🚀🤠🐂🏄

[Art Hyde @JekyllCapital]

India plans to buy 4x more #uranium for #nuclear energy https://t.co/M6ZzqrrwUP

[UseliNk101 @uselinkinv]

$URA 1W;

Looking at teh weekly volume profile alone

This is very bullish on the weekly chart for the #uranium miners

[John Quakes @quakes99]

🧮 A 17,500tU #Uranium supply deficit = -45.5 Million lbs #U3O8.⚛️⛏️⬇️ 100,000tU = a supply deficit of -260 Million lbs #U3O8.⚛️⛏️⏬ Goldman Sachs gets it.👇🤠🐂 #Nuclear 🌊🏄

[Chuck Yates @nimblephatty]

NEW PODCAST - I’ve run a lot of smack about how if natty producers don’t figure out they’re selling electrons Big Tech is going to choose nukes. We’ve seen some evidence of that but @Eric_Keller28 said to hold on. We may not have enough uranium. So we nerded out on uranium. Links below.

[John Quakes @quakes99]

Yee-Haw!🤠🐂 World Bank lifts decades-long ban on financing #Nuclear #energy, in a policy reversal aimed at accelerating development of the low-emissions technology to meet surging #electricity demand in the developing world↪️💰⚛️⚡🏗️👷🌎 #Uranium #NetZero https://t.co/VzuFHF91HE

[John Quakes @quakes99]

🚀With the launch of another new 1.2GW reactor build in #China, the World #Nuclear Association now reports 439 operable reactors (398GW), 69 under construction (76GW)😲 107 in advanced planning/ordered (102GW) and 305 more proposed (290GW)🌏⏫⚛️⚡️🏗️👷🤠🐂 #Uranium #NetZero🌊🏄