Calculated-Punt

ASX stock Analysis🔎📖💱📈 - Uranium ☢ Lithium🔋, Fin-tech🛰, Semi-conductors💻 and the odd punt 🐂

[Calculated-Punt @CalculatedPunt]

@patrickadownes @TRAVmoneyofmine Patrick wasn't it just a couple weeks ago you were bagging Duncan for selling his BOE shares? Bit of an emotional roller-coaster of commentary last couple months

[Calculated-Punt @CalculatedPunt]

@PTOtrading @lawse @oceanwall2 Issues with production supply from ISR produced uranium, mainly shortfalls in sulphuric acid as well as depleting reserves.

[Calculated-Punt @CalculatedPunt]

@SloCan68 Boss Energy $BOE has already produced uranium grade production from backflowing iSR wells in preparations for production.
They will be producing this year!

[John Quakes @quakes99]

🔥Today was one of if not the best single trading day for #Uranium #mining #stocks since the start of this U bull market in 2017🎇🎆😲 with many new 52-week highs🌋 on record volumes📢 as a #Nuclear #SuperCycle kicked into high gear🏎️ that ain't anywhere near to being over!👶🤠🐂

[Nuclear Hazelnut 👷🏻‍♀️ @NuclearHazelnut]

🇯🇵 Exciting news!!

The Kashiwazaki-Kariwa plant, among the world's largest nuclear power facilities housing 7 BWRs, is gearing up for restart after a decade offline.

Japan's push to revive more nuclear plants aims to curb dependence on imported fossil fuels like LNG, signaling a shift towards clean energy sources.

[Weebit_Nano @WeebitNano]

https://t.co/ASdbVvGn2p
Tier-1 foundry DB HiTek is our second foundry partner to adopt Weebit #ReRAM. DB HiTek’s CEO says: “Weebit ReRAM will provide customers using our 130nm BCD process with a very low-power, high-density and cost-effective #NVM.” #RRAM #semiconductors #embed

[Calculated-Punt @CalculatedPunt]

@janwolansky @patrickadownes Given uranium ETFs and North American uranium stocks were up last night, it will be hard to distinguish between good news and overall market moves.
It should be green ☢️↗️👍

[Weebit_Nano @WeebitNano]

https://t.co/79v5vCXxqN
We are delighted that Weebit has been added to the S&P Dow Jones ASX 200 index.
This is a significant milestone as we continue towards #ReRAM #technology commercialization and make progress on key customer/fab agreements.
#RRAM #semiconductors #NVM

[Bannerman Energy @BannermanEnergy]

$BMN provides an update on Etango #Uranium Project in #Namibia🇳🇦FEED activities are progressing to plan and budget. Advisors appointed to progress financing. Offtake marketing activities progressing with the team in London this week for WNA Symposium ⚛️ $BNNLF See the full announcement here: https://t.co/2EWPMnaXYu

[Johnny B @jbwee22]

$BOE Boss Energy
Production Dec quarter 2023

"Cash on hand of A$89M- and a strategic uranium stockpile valued at A$106M, as well as no debt, we are in the enviable position of being able to enter offtake arrangements when we deem the market position to be highly desirable"

[John Quakes @quakes99]

Boom!💥 #Europe's MEPs reinstate #Nuclear in the list of #EU technologies for green industry🌲🏭🇪🇺🎆🤠🐂 #Uranium #CarbonFree 24/7 #CleanEnergy #EnergyTransition #EnergySecurity #GreenEnergy #NetZero #ESG #RideTheWave 🌊🏄 https://t.co/o1s4luHipY

[isabelle 🪐 @isabelleboemeke]

in which i talk about france 🇫🇷

[Calculated-Punt @CalculatedPunt]

@capnek123 Duncan Craib - @Boss_Energy

[TheGladiator @TheGladiatorHC]

Nearly time to dust off your Aussie uranium stocks.

[Weebit_Nano @WeebitNano]

https://t.co/6WK8wwIhUe
Qualification confirms the quality, repeatability, and reliability of Weebit #ReRAM IP when @SkyWaterFoundry customers use the proven technology in volume production #embedded #RRAM #NVM #semiconductors

[Calculated-Punt @CalculatedPunt]

@TheNextBigRush $BOE $DYL and $FMG

[Office of Nuclear Energy | US Department of Energy @GovNuclear]

WATCH 👀: This advanced reactor being developed by @xenergynuclear is expected to generate clean power for 60 years before refueling.

It's one of several advanced reactor designs @ENERGY is supporting to help fuel the clean energy future.

Learn more: https://t.co/tise2bFH8A

[Napalm @Napalm_1_]

Denison Mines $DNN $DML share price today represents a valuation of only~3.92USD/lb U3O8 DNN has in resources today compared to EV USD/lb valuation a couple companies had in February2007 (when #uranium spotprice was ~75USD/lb):
DNN: 21.42USD/lb= 5x
$PDN: 23.04
$FSY: 16.02
(1/5)

[Calculated-Punt @CalculatedPunt]

@casperj33081634 I think it's @BannermanEnergy that stands out. Sits in the top 5 of deposits but sub $200million market cap company.
The leveraged value is next level in comparison

[Calculated-Punt @CalculatedPunt]

@moniology You are missing $BOE @Boss_Energy who announced they will be producing from as early as mid 2023 !