Joker64

[Joker64 @Sandy64641]

@Yellowbull11 https://t.co/I3sVbAFEou

[Joker64 @Sandy64641]

@uraniuminsider Is that an incorrect statement? Wasn't it a one-off purchase of 22m lbs over that 8 year period?

[Joker64 @Sandy64641]

@uraniuminsider Is that an incorrect statement? Wasn't it a one-off purchase of 22m lbs over that 8 year period?

[Geoff Wilson @GeoffWilsonWAM]

Calling it what it is. The @ausgov rumoured CGT changes are a declaration of war on small business and startups.
Entrepreneurs building real companies, creating jobs, taking risks are now facing double plus the tax on success.
Shares, businesses, farms will all get hammered.
Australia doesn’t have a revenue problem. We have a productivity and aspiration problem.
This pure tax grab kills the next generation of Australian
Stop it.@JEChalmers @AlboMP #AussieTaxGrab

[Joker64 @Sandy64641]

@PraiseKek Just dropped on YouTube.

https://t.co/TPU8ipq8Ng

[Joker64 @Sandy64641]

Great analysis from Chris Keefer.

[chris keefer @Dr_Keefer]

Multipolarity and a fracturing Uranium market Highlights from this week's subst@ck essay.

The standard supply-demand analysis of the uranium market operates at the global aggregate level: total pounds produced, total pounds consumed, projected deficit or surplus.

That framing was adequate for a world in which uranium flowed freely across borders toward whoever offered the best price and utilities had no preference for origin. That world is gone, and the aggregate framing now obscures more than it reveals.

The uranium market is splitting into two increasingly separate procurement spheres. On one side sit US, European, Japanese, and South Korean utilities buying uranium that can pass ESG screens, government security reviews, and shareholder scrutiny.

On the other sit Chinese state enterprises and Rosatom export clients building reactors and fueling them through supply chains largely invisible to western price reporting and largely inaccessible to western buyers. The question that matters for uranium investors is not whether there is enough uranium in the world.

There probably is. The question is whether there is enough in the western supply chain, and that is an increasingly different and more uncomfortable question.

China’s nuclear ambitions alone reframe the demand picture in ways the aggregate numbers do not capture. China currently operates around 62 reactors and has roughly 34 more under construction, with stated government targets pointing toward 150 GW of installed capacity by 2035, roughly triple today’s fleet.

That uranium demand is being served through a supply architecture running parallel to the western term market: bilateral offtake agreements with Kazakhstan and Uzbekistan, African production assets acquired by Chinese state enterprises, and processing arrangements that often route material through Russian infrastructure.

None of this volume shows up in western spot or term prices as demand. It disappears from the pool of available western-origin supply without generating a visible price signal in the markets western investors watch.

The ownership map of global uranium production makes this dynamic more acute than the geography suggests. Kazatomprom is state-owned. Uranium One, which holds significant Kazakh production stakes, is owned by Rosatom.

CNNC controls Rössing in Namibia, with output largely committed to Chinese offtake, and Husab, also among Namibia’s larger producers, is similarly Chinese-controlled. Namibia looks like a western-friendly source until that ownership layer is examined. Niger’s Somair mine was effectively removed from the western supply chain by the 2023 coup.

The geographic map of uranium production and the geopolitical map of uranium availability are not the same map, and confusing them produces dangerously optimistic supply assessments.

The spot and term prices that western investors watch are prices in the western procurement sphere. As western-origin supply tightens relative to western demand, those prices will increasingly reflect western-origin scarcity rather than global aggregate adequacy.

The fracture is not symmetric, and the side bearing the greater adjustment cost is the side that spent the post-Cold War decades assuming global commodity markets were a permanent and neutral feature of the energy landscape.

[Joker64 @Sandy64641]

@BenFordhamLive https://t.co/sg9DIWL0Nh

Recommended viewing if you want the real deal on how Labor are systematically destroying the Australian economy.

[Bannerman Energy @BannermanEnergy]

$BMN is pleased to report on the quarter ended 31 March 2026. A transformative quarter for the Etango #Uranium Project ⚛️ marked by the execution of a strategic project funding solution, positioning the project for a targeted positive FID 👷 See the quarter highlights below & read the full report here: https://t.co/Sb7VecIBdj $BNNLF

[Bannerman Energy @BannermanEnergy]

Strong progress across concrete works at $BMN's Etango #Uranium Project — with the stockpile tunnel taking shape 🇳🇦

🏗️ Stockpile tunnel foundation complete, with tunnel and wing walls now progressing
⚙️ Key dry plant infrastructure also advancing, including primary crushing, secondary and tertiary crushing and screening, and the fine ore silo base.
📊 Concrete works now ~32% complete, with over 5,500m³ of concrete poured.

Delivered by local contractor K Neumayer, these works are central to Etango’s processing infrastructure.

🎥 See the latest progress in our project video:
https://t.co/AutYbfcbmk

[Joker64 @Sandy64641]

@HawaiianAir Your account won't let me DM you, that just about sums up my customer experience with Hawaiian Air.

[Joker64 @Sandy64641]

So @HawaiianAir cancelled my Sydney to Honolulu flight but won't allow me to change my connecting flight to Maui that I'm going to miss because of their cancellation.
Customer service totally inept in trying to even understand what was going on? Avoid flying with them if you can

[Joker64 @Sandy64641]

@NRL_Dragons Over the last 3 seasons under Flano they have just gotten worse. No direction or system, looked like they were picked off the street and told to play.

[Joker64 @Sandy64641]

@antonnewcombe Saw you and Big Byrd last night in Sydney @antonnewcombe Fantastic music all round, great to see you all in good spirits.

[Joker64 @Sandy64641]

@thanium @Bluntz_Capital All U names were hit today but DYL especially. I'm not troubled by it and bought more today. There was talk of a capital raising last week so may have spooked some.
The big down days are the time to buy 😉 Not concerned in the long run.

[Joker64 @Sandy64641]

@FVR_Benjamin @PraiseKek ASX: DEV
Dev Ex Resources.

[Joker64 @Sandy64641]

Move along, nothing to see here although uou'd be p!ssed if you sold yesterday expecting a lower entry price 😂

[Joker64 @Sandy64641]

Mmmmm... very interested to know why... standby. $DYL #uranium

[ASX Market Sensitive Announcements @ASXMktSensitive]

DEEP YELLOW LIMITED ( $DYL $DYL.ax ) has released " Pause in Trading " on Thu 05 Mar at 9:49 am AEST #ASX

[Joker64 @Sandy64641]

@stokdog Albo has a zealous opposition to anything uranium and he obviously doesn't give a sh!t about Australia's prosperity do don't hold your breath for any favourable decisions. He's an absolute d!ckhead.

[Bannerman Energy @BannermanEnergy]

$BMN has further strengthened its Board with the appointment of existing CEO, Gavin Chamberlain, as Managing Director & Danny Goeman as an independent NED 👨‍💼 Read the full announcement here: https://t.co/xE9zw4TW3D

[Joker64 @Sandy64641]

@shuchiemahajan @Qantas @CASABriefing @skytrax_uk This is Qantas reaching out to the demographic that live in unhygienic conditions & squalor. Part of their "Feels Like Home" campaign.