DimasUranium

Investing in uranium mining companies such as Cameco $CCJ, $DNN, $UUUU, $UEC, $NXE, $URG, $EU, $LEU, ASX:ARU, ASX:PDN, ASX:BOE

[Uranium2035 @Uranium2035]

🇨🇦 $DNN just broke ground on Wheeler River, Canada's first new uranium mine in over 20 years.

The last time this happened, YouTube didn't exist and the iPhone was still three years away 🙄

New mines take 10-15 years from discovery to production. This is what decades of chronic underinvestment look like, even in the country sitting on the richest uranium deposits on Earth.

Source: @CKOMNews https://t.co/ZLgFjJz5Y5

[Uranium Energy Corp @UraniumEnergy]

Uranium Energy Corp Reports Results for the Third Quarter of Fiscal 2026 https://t.co/2Ti5kM5Hno

[Jonathan Fisher, The Australian Uranium Guy @CxuAsx]

Paladin added to ASX 100!💥

🥳Congrats to Paul and the $PDN team!

⚠️BUT: It comes with impacts... SmallCap Fundies (ex-ASX100 mandates) , and small cap ETFs MAY be forced to sell... And redeploy into other small cap #uranium names..

💡Say hello to $CXU!

[Cameco Corporation @cameconews]

Cameco is extremely pleased to play a role in supporting @Bruce_Power in the significant achievement of re-connecting Unit 3 to Ontario’s power grid. Our strategic partnership with Bruce Power ensures Cameco uranium and nuclear fuel for Unit 3 and all Bruce Power nuclear units will deliver secure, reliable, affordable, and clean energy for future generations.

Congratulations to the entire Bruce Power team for once again demonstrating the remarkable capabilities of Canada’s nuclear sector. We commend the Ontario government for investing in the province’s nuclear power expansion and continuing to be a global clean energy leader.

Learn more in Bruce Power's news release: https://t.co/x6QUdPJp7h

[Uranium Insider @uraniuminsider]

During WNFM last week, Jonathan Hinze, president of @UxC_Nuclear stated that based on the 'known' growth of nuclear capacity (~400GW today to ~500GW ~2032) he is concerned about the supply chain. When pressed on this, he stated that he is most concerned about "uranium." (1/x)

[📐triANGLE INVESTOR @capnek123]

Japan proposes replacement of up to 14 nuclear reactors
#uranium #nuclearenergy

https://t.co/gKeaxzCm3g

[enCore Energy Corp. (NASDAQ:EU | TSX.V:EU) @enCoreEnergy_EU]

enCore Energy today announced the completion of the first phase of construction on the Upper Spring Creek ISR Uranium Project’s Satellite Remote Ion Exchange Plant.

“This milestone reflects the dedication and teamwork of everyone involved. The Upper Spring Creek Project strengthens the Company’s operational capabilities by providing uranium-loaded resin feed for our fully licensed Rosita Central Processing Plant (“CPP”). We look forward to continuing this momentum as we move into the operational phase, which is planned in late 2026 once final permits are received.” -- William. Sheriff, enCore’s Executive Chairman.

Read the news release here - https://t.co/OHDGkFTbwz

[TradeTech @U3O8TradeTech]

USA: enCore Energy Announces the Successful Completion of Construction at the Upper Spring Creek ISR Uranium Project
https://t.co/vV2T9wYpdQ
#Uranium

[John Galt @FreiburgCoffeeC]

Uranium stocks are doing what they seem to do every summer: bleed, bore people to death, and make everyone question the thesis.

But the physical market still isn’t balanced.

Supply keeps missing, delaying, and disappointing. Future demand keeps building.

I don’t know when the market finally snaps. Nobody does.

But I know this: if supply can’t show up and nuclear demand doesn’t go away, something has to give.

And I seriously doubt the thing that gives is demand.

[Bloomberg Green @climate]

Urenco USA, the only US commercial uranium-enrichment company, is planning a “multi-billion-dollar” investment to boost capacity by almost 50% on expectation of surging demand for nuclear reactors https://t.co/o4jwwLjssv

[Willem Middelkoop @wmiddelkoop]

Now Uranium Rips Higher

‘Uranium ripped overnight and for once the tape is telling the truth. Uranium is everywhere yet barely a fraction of it is economically mobile enough to keep a grid running in perpetuity. In a deglobalising world, that is exactly the kind of scarcity governments pay up for.

THE LEADERSHIP TELLS YOU EXACTLY WHAT KIND OF MOVE THIS WAS

Ur-Energy +22.8%, Uranium Energy +13.6%, Energy Fuels +10.9%, NexGen +8.9%, Cameco +7.1%, Denison +7.0%, IsoEnergy +6.1%, Sprott Uranium ETF (URNM) +6.9%. The Sprott physical trust was flat-to-down (-0.7%) and Kazatomprom (KAP) lagged at +1.0%. This was NOT a spot melt-up. It was the leverage and the US-supply-security end of the curve doing the work. We are active in this space.

WHY IT MOVED
Urenco unveiled a multi-billion-dollar plan to lift capacity by close to 50% at the only commercial enrichment facility in the US. Enrichment runs on processed natural uranium, so this is immediate and long-dated pull-through demand for domestic miners, landing right as the US moves to a full ban on Russian uranium imports from 1 Jan 2028. Stack on Energy Fuels' Q1 beat (revenue ~US$35.8m vs ~US$31.3m est, more than doubling YoY) and Cameco lifting its Cigar Lake stake via TEPCO's 5%, and the session had a real fundamental spine.

THE REAL TELL IS THE TERM CURVE, NOT SPOT
Spot peaked near US$94/lb in January and has drifted to ~US$84/lb May (DATA HEREand HERE).
The term price, meanwhile, has risen every single month of 2026: US$89 to US$94/lb.
Soft spot, grinding term price = utilities contracting forward into a market they know is structurally short. Section 232 already designates uranium a national security asset.  Feedback we have received is the door is open to price floors even government equity in domestic producers.

THE STRUCTURAL SETUP - EVERYONE IS REACHING FOR THE SAME SHRINKING POOL
Three things are happening at once and they all point the same way:

1) Kazakhstan turning inward. Kazakhstan supplies ~40% of the world's uranium and the low-cost incumbent is becoming a less reliable supplier to the West. Its Budenovskoye JV has 100% of output committed to Russia through 2026, Kazatomprom is cutting 2026 production by ~10%, and Kazakhstan is building its own reactor fleet with Russia's Rosatom and China's CNNC.

2) India wants all of it. India's High Commissioner to Canada, Dinesh Patnaik: "we would buy as much uranium as Cameco can produce." That is already backed by a ~22 million pound, ~US$2.6bn nine-year Cameco offtake running from 2027, against a plan to lift Indian nuclear capacity roughly tenfold by 2047.

3) The US can't feed itself. America burns ~50 million pounds a year and mines barely ~2 million (4% of what it consumes) while banning Russian imports from 2028 and building out domestic enrichment via Urenco. The maths does not close without a lot more Western pounds’ #Shaw

[Centrus Energy @centrus_energy]

Centrus is proud to be leading the effort to reclaim U.S. leadership in uranium enrichment. Last year, we embarked on a multi-billion-dollar expansion of our uranium enrichment capacity. Centrifuge manufacturing is underway in Oak Ridge, Tennessee, and the first new centrifuges are expected to come online at our Ohio enrichment plant in 2029. Get the full scoop below:

[Yellowbull @Yellowbull11]

Urenco expanding US uranium enrichment capacity nearly 50% to supply nuclear plants

Urenco said its "multi-billion dollar" expansion ​comes as its global order book is rising. Up to 24 cascades of centrifuges ​will be installed, with ​the initial ⁠ones starting in 2032

Massive

[U.S. Department of Energy @ENERGY]

The American nuclear industry had been smothered by bureaucratic red tape for far too long. Thankfully, President Trump is unleashing an American Nuclear Renaissance.

"The result was the most productive year in the modern history of nuclear power..."

[HoldCo. Markets @HoldcoMarkets]

Drilling so far at @enCoreEnergy_EU 's Alta Mesa East yields #uranium GTs supportive of wellfield inclusion.
👉Six rigs on site, drilling to continue into 2027.
$EU
***Not investment advice, just opinion, observation & analysis. Note the disclaimer***
https://t.co/DZ3vFeYz3j

[HoldCo. Markets @HoldcoMarkets]

Drilling so far at @enCoreEnergy_EU's Alta Mesa East yields #uranium GTs supportive of wellfield inclusion. 👉Six rigs on site, drilling to continue into 2027.
***Not investment advice, just opinion, observation & analysis. Note the disclaimer***
https://t.co/DZ3vFeYz3j

[John Galt @FreiburgCoffeeC]

https://t.co/hmYjLPAA8A

[📐triANGLE INVESTOR @capnek123]

Cameco just posted a long term #uranium price of $94 on their website.🔥🔥🔥

[Cameco Corporation @cameconews]

Cameco (TSX: CCO; NYSE: CCJ) and Orano Canada Inc. (Orano) have reached agreement with TEPCO Resources Inc. (TEPCO) to acquire TEPCO’s 5% participating interest in the Cigar Lake Joint Venture. Upon closing, Cameco’s ownership stake in the Cigar Lake uranium mine in northern Saskatchewan will increase by 2.871 percentage points to 57.418%, while Orano’s share will rise by 2.129 percentage points to 42.582%. Read the full news release here: https://t.co/3dK4JoyycE $CCO.TO $CCJ

[enCore Energy Corp. (NASDAQ:EU | TSX.V:EU) @enCoreEnergy_EU]

enCore Energy, America’s Clean Energy Company, today shared positive results from initial exploration drilling tests conducted on its Alta Mesa East property, which is immediately adjacent to the Alta Mesa wellfields and extraction operations.

These initial results have confirmed uranium mineralization extending more than 3,700 feet to the east from the nearest wellfield.

Exploratory drilling tests are designed to outline mineralization, which will guide the Company’s efforts in permitting and expanding ISR operations into Alta Mesa East from the existing Alta Mesa operations.

Read more: https://t.co/5R9fhnszwy

#Uranium #NuclearEnergy #EU