X

X is nothing but a joke that's full of hate and negativity. I'm out.

[X @RockDocU3O8]

@WilkesWIH @NCAADIII @DIIIHockeyNews @WilkesColonels - hey there, Wilkes and NCAA DIII... Where exactly do I find the free stream for the women's hockey game - as required the league? I can only find a ripoff paid stream that's going to cost me 20 bucks to watch the game.

[X @RockDocU3O8]

@AnnRolle_ @CBCNews Exactly - a huge gap in this story as to why she ended up attempting to get in from the Mexican side? Denied at the Canadian side, you're obviously flagged in the system...not a very transparent fear-mongering story.

[X @RockDocU3O8]

@EstebanV333 @RickRuleRulz To be clear: backwardation is NOT the norm for U. Over the past 20 years, monthly LT price ranged from 47% above spot to 43% below spot, but on average, LT has been about 15% HIGHER than spot, and was higher than spot for 201 of the past 242 months.

[X @RockDocU3O8]

@quakes99 The ever-bullish Quake-Take (which I absolutely share for the long term of nuclear)...that said, I believe the bigger influence on Friday may have been quadruple witching.
https://t.co/WRiSV5iPDb

[X @RockDocU3O8]

@northernminer What a horribly misinformed story.

[X @RockDocU3O8]

@CanthitaShot1 @CruxInvestor If you apply an "instant gratification" mentality to nuclear, you'll be disappointed - there's always a lag. Most of what happens in the market today - new builds, spot price rise, supply disruptions - impacts the long-term. A restart in Germany would need U now.

[X @RockDocU3O8]

@PraiseKek congrats, you have an impersonator. Report @_praisekek...

[X @RockDocU3O8]

@leggett_john @RockFlowGoLow Certainly seems it won't be a rubber stamp, but if bringing the material in this year/next was for fab in 2025/2026/2027, and there's no alternative (services are tight), there might be some valid - albeit embarrassing - cased where they are required.

[X @RockDocU3O8]

@leggett_john @RockFlowGoLow A US utility does not depend on just-in-time delivery (from Russia!) for finished fuel. This is critical electricity infrastructure! Reloads/inventory is planned years ahead, inventory is there. Nobody is shutting down in 2024 (unlikely in 2025) if Russian services are delayed.

[X @RockDocU3O8]

@ancientbutler2 @WhoaNellie4 @BouncingStockXp @quakes99 @Harlan_Capital Their price-insensitive activity has been supporting spot price (*note: not fundamental demand, because there is no such thing in spot). MMCap as an intermediary has bought 100k lb lots here and there for weeks leading up to the announcement...and now they've left the market.

[X @RockDocU3O8]

@jeffgeringer92 First hand look at the flooding impact on KAP's mines, hey? 😂

[X @RockDocU3O8]

@GavMcCracken @flashbondtrader Exactly. Now take an additional minute to read up how much acid is procured from Russia vs. how much is self-supplied by the KAP acid sub. Speculation is getting old: email: [email protected] and ask.

[X @RockDocU3O8]

@flashbondtrader Semizbay is the only mine in the north and it’s small (<1,000 tU).

State of emergency in: Akmola, Aktobe, Atyrau, Karagandy, Kostanai, Pavlodar, West Kazakhstan, North Kazakhstan, Abai, and Ulytau

”The Atomic Ring”:
Kyzylorda, Turkistan

Short term logistics? Maybe
Mines? No

[X @RockDocU3O8]

@PraiseKek @MalcolmRaw99915 Exploration discoveries were pre-IPO in the 80's, but initial licence and ramp-up to mining was after. History here: https://t.co/47mOPDD8FM

[X @RockDocU3O8]

@pwatts93 😂

[X @RockDocU3O8]

@quakes99 If you're serious about wanting to know vs. asking the X speculators to spread speculation...simply email Kazatomprom and ask: [email protected]

[X @RockDocU3O8]

@PraiseKek @Teldra2 Utilities have a value-at-risk calculation they must follow...meaning the vast majority of customers would not sign a long-term, market-related contract with no ceiling (nor should a sensible producer sign a contract with no floor).

[X @RockDocU3O8]

@PraiseKek @_chris_ing_ The entire premise of the meme is completely false and based on a misunderstanding of CF sensitivity - happy to clarify misinformation like this with anyone that reaches out: [email protected]

[X @RockDocU3O8]

@quakes99 To be clear, the reaction in spot is because of a tiny increase in spot supply, not because demand changed...nuclear utilities are not boycotting spot - they don't buy in any meaningful way from spot. https://t.co/vY2t4ImTWZ

[Cameco Corporation @cameconews]

#Cameco's Executive Vice-President & CFO, Grant Isaac, joined a virtual fireside chat with Andrew Wong, research analyst at RBC Capital Markets, to address misconceptions & recent volatility in nuclear fuel markets. WEBCAST REPLAY AT: https://t.co/eWJ7MlVTkY $CCO.TO $CCJ