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U R A I N U M

[Uranium Insider @uraniuminsider]

According to the WNA's latest Fuel Report's "Reference" scenario, the compound annual growth rate (CAGR) for uranium demand is 5.3% out to 2040. This is a DOUBLING of uranium demand in <15 years.

[Uranium2035 @Uranium2035]

$DNN just reported a net loss of C$114.9M for Q1 2026.

📰 Headlines could say: "Denison posts C$115M loss" 😱

It’s an accounting paradox: losses because the stock goes up 👇

👉 C$108.4M of that loss is non-cash
👉 It comes from a fair value adjustment on the embedded derivatives of their convertible notes
👉 Those notes were issued in August 2025 at a conversion price of $2.92/share
👉 The stock rose from $2.63 to $3.53 during the quarter

Under IFRS accounting, a rising share price generates a loss on the convertible note liability. That C$108.4M never left the company's bank account.

Strip out that accounting noise: adjusted net loss = C$19.7M 👌

A pre-production mining company sitting on C$418M in cash, building the largest undeveloped uranium project in eastern Athabasca 🚀🚀 $DNN #uranium

[John Quakes @quakes99]

The ATMs for Sprott Physical #Uranium Trust $U.U & $U.UN have been flickering on and off this morning🎭🏧💵 raising more stacking cash to add to their massive $125.6M bundle🛒💰😃 for sending more Spot #U3O8 to Uranium Heaven.😇🏝️🍹🚛🤠🐂

[⚛️Erez @ErezShapira]

Kazatomprom’s 2026 Outlook: The "Saudi Arabia of Uranium" is officially nursing a sulfuric acid hangover. #uranium
$KAP just dropped their full-year 2025 numbers alongside their 2026 guidance. If you’re playing the nuclear renaissance, pour yourself a strong cup of coffee. The structural supply deficit just got a massive, heavily audited reality check.
Here’s why the global cost curve is violently shifting to the right:
🚰 1. The Tap is Jammed KAP slashed their 2026 production target by roughly 10%, guiding for 27,500 to 29,000 tU. The culprit? Our old nemesis, the sulfuric acid shortage. It turns out you can’t just spreadsheet in-situ recovery mining into existence. The world’s dominant producer is flat-out telling the market that ramping up operations is way harder than it looks on paper.
📈 2. The Floor is Rising This is the most critical takeaway for the entire sector. KAP’s All-In Sustaining Costs (AISC) are forecasted to spike 21% year-over-year in 2026, hitting $35.00–$36.50/lb. Between the new, differentiated Mineral Extraction Tax (MET) and sticky supply chain inflation, the era of cheap, sub-$20 uranium belongs in a museum.
The real implication: If the absolute lowest-cost producer on earth is watching their expenses balloon, what is the true incentive price needed for Western developers to actually break ground? (Hint: The spot price needs to go much, much higher).
☢️ 3. Utilities Are Finally Waking Up Management explicitly called out that major consumers are now "prioritizing physical availability over short-term price concerns," locking in contracts deep into the next decade. Utility buyers are finally figuring out that securing actual, physical pounds to keep the grid running beats haggling over a few dollars on the spot market.
🦉The macro thes is a structural supply bottleneck, a rising global cost floor, and utility buyers shifting from total complacency to action remains rock solid.
Western producers and near-term developers should be sending KAP's management an edible arrangement today. The premium on reliable, geopolitically secure pounds just got a lot higher.
Stay focused, manage your risk, and respect the math. ⚛️👇

[Eliant Capital @eliant_capital]

Sounds bullish Uranium

[Value Seeker @ValueSeeker_]

Uranium, below adjusted for money supply, is still consolidating above its 2-year moving average while its monthly momentum has turned positive.

At current level , a multiplication by 4 would be needed to reach its prior peaks while its demand is now expected to increase.

$U.UN taken here as a proxy.

$URNM $URA

[Jonathan Fisher, The Australian Uranium Guy @CxuAsx]

URANIUM PRICE FORECAST UPDATE TO $200/lb

Shaw's Andrew Hines is one of Australia's leading #uranium analysts.

Hugely bullish report published today.

$CXU $BOE $PDN $TOE $AGE $ORP $BMN $DYL

🙏Pls REPOST!

[John Quakes @quakes99]

Breaking!💥 Sprott Physical #Uranium Trust have filed a new US$2.0 Billion Preliminary Base Shelf Prospectus for raising cash & stacking up to 9 Million lbs per calendar year over next 25 months.💰 Watch for news release, Final version & new ATM agreement in next few days🏧💵🤠🐂

[📐triANGLE INVESTOR @capnek123]

Boom🚨🔥
Meta strikes #nuclear power agreements with three companies
#uranium

https://t.co/WPx9DQhNob

[John Quakes @quakes99]

Drill Baby Drill!💥 CanAlaska #Uranium (TSX: $CVV OTC: $CVVUF) Plans Large $15M 2026 Exploration Program Co-funded by Cameco💰😊 to Advance Their High-Grade Pike Discovery at West McArthur Joint Venture in #Canada's #AthabascaBasin 🇨🇦⚛️⛏️🤠🐂#Nuclear 🌊🏄 https://t.co/xgCReMDNiX

[📐triANGLE INVESTOR @capnek123]

Denison Mines Expects Regulatory Approvals for Phoenix Uranium Project in Q1
$dnn $dml #uranium

https://t.co/dh2VMw8spt

[Nostra Thomas 🇨🇦 @SloCan68]

💥 #BoomAlert 💥

Denison Mines Expects Regulatory Approvals for Phoenix Uranium Project in Q1
2026-01-02 07:54:01 AM ET (MT Newswires) $dnn $dml #uranium #nuclear #smr

[F3 Uranium Corp @F3Uranium]

NEWS ALERT 🚨
F3 Uranium Files Form 40-F for NASDAQ Listing
$FUU $FUUFF #uranium

Read here: https://t.co/HvqNYnP04M

[Anders @Swedish_uranium]

We probably are about to witness something nobody has ever seen: a true structural #uranium deficit – mines short, secondaries shrinking, inventories being drawn down in a growing reactor fleet.

In that world, $200/lb isn’t a bubble, it’s just the cover charge.
With fuel only a sliver of nuclear power’s cost, a real scramble for pounds could print multi-hundred $/lb spot before anyone seriously considers shutting reactors.

[Brian Lilley @brianlilley]

The group you keep hearing about in the media, Coastal First Nations, isn't a band.
They hold neither rights nor title.
They're a not-for-profit based in downtown Vancouver started with money from American foundations opposed to resource development.
https://t.co/dEolWB5IzT

[U.S. Department of Energy @ENERGY]

Today is WORLD NUCLEAR DAY! 🇺🇸⚡️

President Trump is leading the American nuclear renaissance—supplying our nation with reliable energy for a more secure electric grid.

LEARN MORE BELOW ⬇️

[Cycle Investor @CycleInvestor]

Anybody else notice that Energy Fuels $UUUU $EFR went through a very similar chart pattern back in 2006 right before rocketing an additional 280% higher?

Just me?
#uranium

[Basil the Great @BasilTheGreat]

🚨DOWNING STREET DEMANDS EVERYONE STOP SHARING KEIR STARMER STUMBLE FOOTAGE

They've actually asked broadcasters to stop playing the footage 🤣

Any excuse to keep on posting it 👍

[Nostra Thomas 🇨🇦 @SloCan68]

💥#BoomAlert #uranium💥

*US 🇺🇸 PLANS TO BUY AND OWN AS MANY AS 10 #NUCLEAR REACTORS with Japan 🇯🇵 backed funding under its $550 Billion investment pledge! 🔥 🔥 🔥

[📐triANGLE INVESTOR @capnek123]

Breaking news 📢
#uranium is added on the list of Critical Minerals✔️