🙈U'd have to be totally blind to not see that every single signpost🪧 now points to a coming rip-your-face-off #Uranium#mining#stocks bull market📈⚛️⛏️🫠 that will go down in history as one of the most spectacular #investing opportunities in a generation!🎆🚀🌟🤠🐂 #Nuclear🏄
⚠️LEGISLATIVE ALERT: NSW #URANIUM BAN REMOVAL BILL PASSES UPPER HOUSE‼️$CXU
1⃣Yesterday afternoon the Uranium Mining and Nuclear Facilities (Prohibitions) Repeal Bill 2025 passed the Upper House!
2⃣The Bill now moves to the Lower House for debate
3⃣This is a fantastic step forward to removing the uranium ban in NSW; and recognises the strong support URANIUM FOR EXPORT has in the broader NSW and Australian community.
4⃣Positive momentum to remove bans in other States including WA and QLD.
5⃣We are a mining country. We are worlds best practice.
This makes sense!
Cameco's Q1 Adjusted Net Earnings More Than Double YoY
2026-05-05 07:16:26 AM ET (MT Newswires)
$ccj $cco #uranium
07:16 AM EDT, 05/05/2026 (MT Newswires) -- Cameco (https://t.co/PJ86RVlUIM) reported that its first-quarter adjusted net earnings more than doubled year over year on higher sales volumes and improved average realized price of uranium.
Adjusted net earnings were C$203 million, or $0.47 per share, rising from $70 million, or $0.16 per share. The result beat the non-GAAP earnings per share consensus estimate of $0.34 as compiled by FactSet.
Revenue was $845 million, up from $789 million. The result exceeded the sales consensus estimate of $833 million as compiled by FactSet.
Adjusted EBITDA was $509 million, an increase from $353 million.
Uranium production was 6.2 million pounds, up from 6.0 million lb. Uranium sales were 7.8 million lb at an average realized price of $91.26/lb, up from 6.9 million lb at an average realized price of $89.12/lb.
The company maintained its 2026 guidance and said nuclear energy is on track for long-term growth in support of global demand.
Stock 4: Uranium Energy Corp (UEC)
They just opened a uranium mine in South Texas, the first new US facility in over a decade.
AI data centers are increasingly powered by nuclear and the US government doesn't want to depend on Russian uranium to fuel them.
Stock 5: Compass Minerals (CMP)
The US government is pushing to secure domestic supply of materials needed for defense, EVs, and AI hardware.
Government policy and institutional capital are flowing in the same direction.
That alignment is what I look for.
$AKN Tundulu is shaping up as a heavy rare earths opportunity with 13% HREO basket and Dy + Tb at 2.5%.
Previous drilling peaked at 5% TREO with multiple holes terminated in mineralisation.
Heavy rare earths like terbium and dysprosium command far higher prices than light rare earths like NdPr because they are significantly scarcer, and their supply is almost entirely dependent on a handful of deposits in southern China and Myanmar.
The White House wants nuclear reactors in orbit by 2028 — and on the Moon by 2030. NASA, DoD & DoE are all in.
• $CCJ — World’s largest uranium miner. Fuels nuclear reactors globally.
• $GEV — Builds gas, wind & nuclear energy systems for power grids.
• $LEU — The only U.S.-owned uranium enrichment company.
• $UUUU — Uranium & rare earth miner with full nuclear fuel cycle exposure.
• $SMR — NuScale Power. Designs compact, scalable small modular reactors.
• $OKLO — Advanced micro-reactors for remote, defense & data center power.
• $BWXT — Builds nuclear reactors & components for the U.S. Navy & DoD.