Matthew Schwab

-CEO & Director of Stallion Uranium, Founder of Numerous Companies

[Matthew Schwab @matthewcschwab]

There is a large 'non-compliant' resource at Apex based on historic drilling. Our initial focus on the property once permits are in hand, will be to prove up that resource before moving ahead with additional exploration on the property to discover the upside potential of this amazing land package.

[Matthew Schwab @matthewcschwab]

@bjmac_015 @krakenenergy1 We've continued to push for our drilling permit at Apex and it's looking very optimistic. I received written confirmation today that our permit is coming this fall. We might not be drilling in August, but we will be moving forward this fall. Everything is finally coming together.

[John Quakes @quakes99]

📝Well, folks... today the supply vs demand fundamentals supporting a decade long bull run for #Uranium #mining #stocks are the best in 50 years🏆 going all the way back to the first #Nuclear Renaissance of the 1970's.🦕🌅⚛️🤠🐂

Never in my wildest imagination did I see this day coming when I started researching, investing in and posting about Uranium stocks as my retirement hobby over 12 years ago.🧶

U might not see it🙈 but those of us who survived the decade long bear market from 2011 to 2021 are having our minds blown every day now🤯 with news of a world where the pendulum has swung back↪️ to embrace Nuclear as the key to a future powered by safe, 24/7 reliable, carbon-free energy fueled by the most energy dense power source on the planet - Uranium.🌞⚛️⚡️⛏️🛸

The Uranium investing thesis we built many years ago DID NOT NEED a major Nuclear resurgence or NetZero or Climate Change or Energy Security or a bifurcated market where the West was going to give up cheap Russian Uranium as a major source of reactor fuel and even move to ban imports from Russia.😯

The thesis does not rely on or expect skyrocketing electricity demand from cryptocurrency mining, electric vehicle charging, or today's exploding demand for large data centers running on carbon-free Nuclear for e-commerce, social media and the latest energy-intensive application: Artificial Intelligence (AI).⚛️⚡️🔌🪙🚗🕸️🖱️💻🤖

Nor does the thesis depend on the newly arising global demand to decarbonize energy use far beyond Nuclear's traditional role of providing stable, 24/7 reliable baseload electricity. Transportation, heat processes, heavy industry, seawater desalination for drinking water & agriculture, green hydrogen and petrochemical industries are now all looking to Nuclear to achieve Net-Zero emissions goals in sectors where intermittent unreliable weather-dependent solar & wind are useless!🌞⚛️🏭🚆🚢🛢️🚰🧑‍🌾

Today, nations that had previously pledged to phase out all of the their Nuclear reactors are now reversing those misguided ideology-based policies to embrace science.🧑‍🔬 Not only are they keeping their existing reactors operating decades longer than planned but are announcing new reactor builds, supporting new advanced SMR's, and joining the absolutely mind-blowing COP28 pledge to TRIPLE global Nuclear power generating capacity by 2050.⚛️🏗️⏫🌍 Never in a million years did we see that coming!🦖

The science is clear!☀️ Nuclear reactors are capable of operating for 100 years or longer, producing the safest, lowest cost form of continuous 24/7 carbon-free energy that can be used in hundreds of applications that have until now relied on burning of fossil fuels.🔥☠️ The world is finally catching on to what uranium mining stocks investors have known for decades.🤠 This global energy epiphany was totally unexpected!💡⚛️😯

No, all of those new and emerging sources of Uranium demand are just icing on the yellow cake investing thesis.🍰 None were required then nor are they needed now in order for the Uranium investing thesis to play out as expected for a cyclical commodity famous for its huge boom and bust cycles.🔃💰😎🍹 They are simply accelerating the onset of higher prices for a sustained bull market that will run many years longer than ever thought possible a few short years ago.🐂

We're now in a deep structural uranium supply deficit brought on by a long period of insufficient capital invested in maintaining and building new Uranium mines as demand continues to rise.↕️⛏️ While the world may be embracing Nuclear power it has not embraced the mining of the absolutely essential, no substitute, Uranium needed to produce reactor fuel! That's the essence of the Uranium investing thesis... rising demand for nuclear fuel that cannot be met in a timely fashion by the global Uranium mining industry.🐌

There are insufficient new mines being built and current producers are unable to rapidly increase production. The world's biggest miner finds itself unable to successfully ramp up production this year as previously pledged to nuclear fuel buyers.⚠️⚛️⛏️😒 The supply deficit will not be fixed any time soon!🦥

The good news for investors is that this bull market is only just getting started.😀 While we have seen the price for mined U3O8 surge over the past year to 16-year highs, we still haven't seen enough new supply come to the market to satisfy that surging demand.🗜️

Just to keep the existing global fleet of reactors operating until 2040 still requires utilities to sign contracts for the delivery of a whopping 2.3 BILLION lbs U3O8!

2023 was the first major contracting boom year since 2012 with 160 Million lbs of supply in new term contracts. There are a dozen more years like that on the horizon where demand far outstrips available supply of the world's most highly regulated commodity that is extremely slow to respond.😴

That's why we're seeing analysts set Uranium price forecasts of $150 for this year and even higher in the years to come. Several have recently set 12-month share price targets for major mine developers that are a triple or more from current market prices.⏫🎯

But that's not the main reason I am writing this note for U today!📝

I♥️to research and post about Uranium & Nuclear energy as a retirement hobby.🧶 I'm also passionate about adventure travel😎🛫🥾🌏🚴‍♂️🤿🍣🍹 so I'm taking off tomorrow for a month of exploring South Korea & Japan.⛩️ I'll be following U but taking a break from play-by-play coverage to recharge my batteries🪫🔌 with new cultural experiences🎎🍜 as the inevitability of where U3O8 prices are headed is written in the stars!🌜🌠

I'll try to post major news when I have the chance🎰 unless I'm having too much fun!🕺💃 I'm hoping others in our #Utwits community will step up and fill the gaps📰 while I'm enjoying a much-needed vacation.😎🍺

As always, I will be thinking of U and wishing U all the best of luck in your research and investments!☘️📚🔍🌈💰🦄

[John Quakes @quakes99]

"I think this year we're going to have a deficit of about 50 million pounds on about 210 of demand. It's crazy! It's almost 25%! If we were doing 25 million barrels of oil deficit I mean I'd be retired now.💰😎 It's just crazy what we're seeing in #uranium and people don't know where the pounds will come from next year"🤠🐂 @hkuppy

[Matthew Schwab @matthewcschwab]

@JasonMaza @krakenfx Hey all, I think you've got companies a bit mixed up. I've got nothing to do with @krakenfx. I'd appreciate you removing my name on these posts going forward. Thanks!

[Matthew Schwab @matthewcschwab]

@WhoDecides_ @kincomm @krakenenergy1 Thank you @WhoDecides_, I appreciate the vote of confidence and I will continue working diligently to build value for @krakenenergy1 and our shareholders.

[Kraken Energy Corp. (CSE:UUSA | OTCQB:UUSAF ) @krakenenergy1]

"After a year and a half of leading the company, I am now more confident in the potential of our properties and our prospects for success in #exploration than I was when I first joined." Kraken Energy CEO, @MatthewcSchwab ⚒️

CSE: $UUSA |OTCQB: $UUSAF

[John Quakes @quakes99]

⚡️US @ENERGY has published a 200GW Roadmap to TRIPLE #Nuclear power by 2050🇺🇸🗺️3⃣✖️🏗️ that says US must increase its #Uranium fuel supply by 200-300%, expand #mining & milling operations by 50,000MT (+110 Million lbs/yr #U3O8)⛏️⏫ from near-zero today.🚀Just for the #USA!🤠🐂 https://t.co/fLFqLNs2ql

[Kraken Energy Corp. (CSE:UUSA | OTCQB:UUSAF ) @krakenenergy1]

Discover insights from Kraken Energy's CEO, @MatthewCSchwab, in his presentation at the Metals Investor Forum in #Toronto.

🎥 Watch it here ⇛ https://t.co/jVNUkVk38E

CSE: $UUSA | OTCQB: $UUSAF

#MetalsInvestorForum2024 #MIF2024 #Uranium #Nuclear

@MetalsInvtForum

[Kraken Energy Corp. (CSE:UUSA | OTCQB:UUSAF ) @krakenenergy1]

A successful day at the @MetalsInvtForum in Toronto 💎✨

CSE: $UUSA | OTCQB: $UUSAF

#MIF2024 #Toronto #mininginvestment #uraniuminvesting #uranium
@matthewcschwab

[Metals Investor Forum @MetalsInvtForum]

Jeff Clark of Paydirt Prospector will host session 5 alongside @ARGLIT, @ErdeneRes, @StrikepointGold & @krakenenergy1

Don’t forget to reserve your spot, sign up here! https://t.co/p9YaycnX4r

#MIF2024 #mininginvestment

[Yellowbull @Yellowbull11]

With the supply side for #uranium underperforming, the demand side just keeps on growing ⤵️

https://t.co/My1grAmTdR

[Matthew Schwab @matthewcschwab]

@WhoDecides_ Hey @WhoDecides_, thanks for the mention. I'm always happy to give updates and will be presenting at @MetalsInvtForum in Toronto later this week, and doing an interview with @IN8News the following week at @the_PDAC. Very excited to be drilling again in Utah! Stay tuned for more.

[InvestorNews.com @InvestorNewsCom]

#KrakenEnergy CEO Matthew Schwab to join InvestorNews for an interview at #PDAC2024, Level 700 - Media Platform 1, Mar 3rd - NEWS: @KrakenEnergy1 Commences Drilling at Harts Point & Provides Corporate Update https://t.co/1fV9YarvOy

#Uranium #CriticalMinerals $UUSA.C $UUSAF