$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣

Commodity investor with a strong conviction that URANIUM is about to enter a major bull market. I believe that uranium prices exceeding $480/lb are likely.

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

If $NVDA Nvidia started to buy #uranium company's it would set off an avalanche of money into the sector that would blast the price into the stratosphere...

[Derek Quick @derekquick1]

@FirstSquawk $NVDA Nvidia Invests in nuclear energy in the U.S.? They could literally buy every U.S. nuclear and uranium company with one quarter of Capex spend. The most important part of the U.S. AI puzzle and it needs support here. $LEU $NNE $UEC

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

@Curiosooo123 These are prints of the same day with long-term price increases available to both markets.

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

#Uranium long-term is price up.

North America: "Bullish for miners."
ASX: "Sell everything."

Same data. Opposite reaction.
Is the ASX stupid or manipulated?

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

ASX #uranium now playing catch-up...

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

Nice move, but in real terms #uranium still has plenty of catching up to do: ~2x vs CPI, ~3x vs money supply, and ~8x when priced in gold. This bull market has a long way to run...

[📐triANGLE INVESTOR @capnek123]

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

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

The upward trend in #uranium continues. Eventually the equities will respond...

[John Quakes @quakes99]

Thar she blows!💣💥���😲 May 2026 month-end #Uranium prices are out📨 with #Nuclear fuel consultants UxC raising their base Long-term contract price by +$3 to $93⏫💲📜 and TradeTech by +$2 to tie the May 2007 to March 2008 all-time high of $95/lb #U3O8!⏫🌋😊

Cameco will soon report its May Long-term price at the UxC/TradeTech Average Up +$2.50 to a new 18-year high of $94.🚀🌟👀

TradeTech's Spot Conversion price rose +$1 to a new all-time high of $65⏫🌋 with Long-term holding at its all-time high of $55.🌟

TradeTech's Spot enrichment SWU remained at its $200 all-time high🌟 while Long-term SWU rose +$3 to a new all-time high of $180⏫🌋😊

Inflation is also pushing up the incentive price to bring on new mined supply📈💲🏭👨‍🏭 with TradeTech reporting a +$2.20 increase in their proprietary Production Cost Indicator (PCI) to $62.10 per lb.⏫🛢️☢️

All signs now point to higher prices coming🪧📶 which will drive a record Uranium bull market for the history books over the coming months and years.📈🚀🌜 Hope U have been loading up on the dip in U mining stocks.♈🛒😊

Back to my vacation.😎🥾🌍🍺 Wishing all of U the best of luck with your investments.🍀🌈💰🤠🐂

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

@Convertbond @CommodMkt @Nick_duCat At some point, #uranium becomes one of the biggest beneficiaries of any major move into #energy. If energy prices double, uranium equities will likely significantly outperform.

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

@JSmith8286 That's up to the utilities or more accurately, the speculators that will front run them.

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

It's simply a question of when the utilities panic-buy. The #uranium supply deficit is widening while demand keeps climbing. When the contracting accelerates, this market will move violently...

[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.

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

The Namibian #uranium miners will explode higher...

[NoLimit @NoLimitGains]

Nuclear demand is about to collide with the worst uranium supply structure in 50 years.

These are the 7 highest-upside ways to play it.

Here they are:

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

#uranium is still the best asymmetric trade there is. 10X gains in the equities are still in play...

[Derek Quick @derekquick1]

Uranium will run to $200+ when the market understands what these two charts mean & if nvidia ceo is right and we need 1000x the power uranium runs to $1000+ Nice double bottom $UEC . Bought that low today thanks ;)

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

The demand for #uranium to fuel SMR's is being massively underestimated...

[Derek Quick @derekquick1]

The Uranium & Nuclear enegy squeeze is coming. 2.3 billion lbs uranium deficit by 2045 & this is the low end. $NVDA CEO Jensen Huang said future energy requirements for AI is 1000 times what we have now & to invest in SMR's. Going to be the biggest squeeze of all time. $UEC $LEU

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

A pity they forgot #uranium...

[Jack Prandelli @jackprandelli]

293 NEW MINES NEEDED BY 2030

🛢️THIS IS NOT AN OIL GLUT STORY

The energy transition does not face excess supply.

It faces structural mineral scarcity.

🔋 What Battery Demand Requires

By 2030:

• 61 new #copper mines
• 52 #lithium mines
• 31 natural graphite mines
• 29 rare earth mines
• 28 nickel mines

🟠 Copper Gap

• Current supply 22.9m tonnes
• Additional required 3.7m tonnes

That is a 16% increase on today’s base!

Permitting timelines 10–15 years.
Ore grades... Declining.
Capex Rising📈

Copper does not scale like shale oil.

🟢 Lithium Gap

• +1.2m tonnes required

Lithium projects face:

• Water constraints
• ESG scrutiny
• Processing bottlenecks
• Chinese refining dominance

The constraint is build speed

🛢️ Oil markets debate surplus.

Metals do not work that way.

You cannot bring 61 copper mines online in 2 years.

There is no mineral equivalent of a Permian surge.

If projects do not accelerate:

• Mineral inflation returns
• EV margins compress
• Grid expansion slows
• Energy transition timelines slip

This is a structural investment gap.

Fossil fuels face demand uncertainty.

Critical minerals face supply constraints.

Different cycles and Different risks.

The transition narrative focuses on demand.

The real bottleneck is geology and permitting.

If you want to understand which companies are positioned to win this supply race and where capital is flowing next, I break down the top opportunities in my newsletter.

Don’t miss it and Subscribe, link in the below comments

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

@uraniuminsider A cumulative uranium deficit of 2.3 billion lbs by 2045 equates to more than 100M lbs per year missing from the market.
There is no quick fix. No spare capacity. And no realistic way to fill a gap of that scale overnight.

#uranium #commodities

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

@richard_yellow I live in hope that my grandchildren will live to see the coming boom in #uranium miners.

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

@IncomeSharks They're missing #uranium at under its price in 2007.

Uranium powers the reactors that power the #AI revolution.

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

#uranium spike imminent...

[Yield Guy @ImmaYieldGuy]

Ooft
#uranium

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

@derekquick1 @MalcolmRaw99915 Have you tried $480?

#uranium

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

Everyone chased #AI through $SNDK this year… but the next wave of the AI revolution is #uranium.

#AI needs power.
Power needs #nuclear.
Nuclear needs #uranium. ☢️

Are you ready?

[CG Investing @CGInvesting10]

Hey @grok tell me the next stock to make a move like $SNDK

[$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ @GoUranium]

@thestockwhale The best performers will be those that provide the #energy - #uranium miners.