Top Tweets for #INKAI

over 1 year ago

#uranium wants to break out today away from the negative market sentiment. After a BS pullback bc of a hedge fund liquidating a few pounds on the Spot market, triggering day traders, we are seeing strength today as the market bleeds red. Should be an interesting Friday. #Inkai

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over 1 year ago

Today's withdrawal of permitting by Kazakhstan on the #Inkai mine $kap $ccj has the smell of Orano in Niger all over it folks. Don't kid yourselves #uranium, things are often not as simple as they seem to be.

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over 1 year ago

In 2023, the #Inkai mine in Kazakhstan $kap produced approximately 8.3 million pounds of #uranium concentrate (U₃O₈). $ccj $cco owned 40% of it! Big things are happening folks! #Bifurcated Gauntlet

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over 1 year ago

$ccj $cco News is spreading quickly, hold on friends, the #Inkai news is only a small part of the bigger story. The world #uranium market just officially bifurcated like a gauntlet. Immediate Response to Ukraine's ending Europe's gas supply from Russia 🇷🇺 #oott? GAME ON ‼️

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over 1 year ago

Ok, who knew about #INKAI on the 31st of December?

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NucNet Nuclear News

@NucNetNews

over 1 year ago

🇨🇦🇰🇿 Canada #Uranium Miner @Cameco ‘Disappointed And Surprised’ At Suspension Of Production At #Inkai Kazakhstan joint venture blames delay with project documentation https://t.co/NzFkDCiHja

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over 1 year ago

Could $CCJ's 🇨🇦policy of refusing to import Russian sulfuric acid & license document delays, risking subsoil use target breaches, push Kazakhstan's 🇰🇿 Ministry of Energy to renegotiate JV #Inkai terms? Could $KAP gain a larger stake to offset financial damage to🇰🇿? Termination?

PraiseKek's tweet photo. Could $CCJ's 🇨🇦policy of refusing to import Russian sulfuric acid & license document delays, risking subsoil use target breaches, push Kazakhstan's 🇰🇿 Ministry of Energy to renegotiate JV #Inkai terms? Could $KAP gain a larger stake to offset financial damage to🇰🇿? Termination? https://t.co/KtNW9T0j1D

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over 1 year ago

For '25, I wish for $CCJ's 🇨🇦 refusal to import 🇷🇺 sulfuric acid to have triggered a '24 drop below the 20% subsoil agreement on #Inkai JV, prompting 🇰🇿's Ministry of Energy to terminate the contract & resell it to either 🇷🇺 / 🇨🇳. It's unlikely, but hey, a man can dream, right?🙃

PraiseKek's tweet photo. For '25, I wish for $CCJ's 🇨🇦 refusal to import 🇷🇺 sulfuric acid to have triggered a '24 drop below the 20% subsoil agreement on #Inkai JV, prompting 🇰🇿's Ministry of Energy to terminate the contract & resell it to either 🇷🇺 / 🇨🇳. It's unlikely, but hey, a man can dream, right?🙃 https://t.co/IJtutFyeBB

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Danish nuclear advocate🇩🇰 @danishnuclear

over 1 year ago

If I recall correctly, Tim Gitzel proudly boasted that they won't import Russian sulfuric acid for #Inkai JV during the latest earnings call. Will $CCJ 🇨🇦 risk Termination of Contract on Inkai JV? Who would benefit if this happens? Would Russia 🇷🇺 get the new contract? China 🇨🇳?

PraiseKek's tweet photo. If I recall correctly, Tim Gitzel proudly boasted that they won't import Russian sulfuric acid for #Inkai JV during the latest earnings call. Will $CCJ 🇨🇦 risk Termination of Contract on Inkai JV? Who would benefit if this happens? Would Russia 🇷🇺 get the new contract? China 🇨🇳? https://t.co/PeBWA4J0W6

over 1 year ago

This article is from nov 11. 2024. It appears the production at Camecos Inkai jv in kazakhstan, are at risk of falling below 20% of subsoil use agreement, due to Cameco refuse to import russian sulfuric acid. https://t.co/2khx0Wf3Md

danishnuclear's tweet photo. This article is from nov 11. 2024.

It appears the production at Camecos Inkai jv in kazakhstan, are at risk of falling below 20% of subsoil use agreement, due to Cameco refuse to import russian sulfuric acid.

https://t.co/2khx0Wf3Md https://t.co/10AnyK6DkW

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Panji RM @PRizkimaulana

almost 2 years ago

Latihan bersama INKAI cabang Malang.. #INKAI #Malang

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about 2 years ago

$KAP 🇰🇿 & $CCJ 🇨🇦 #INKAI JV MET impact: 2024 MET Rate (6%): +15% impact on operating margins? 2025 MET Rate (9%): +22.5% impact on operating margins? 2026+ MET Rate (15%): +37.5% impact on operating margins? Is this more or less accurate, @AlexMiningGuy? @mattymikals?

about 2 years ago

@SRKConsulting warned in their 2023 $KAP 🇰🇿 Audit that the 2023 MET revision (6%) would impact operating margins by 15%. Now imagine the impact on operational margins with 9% MET in 2025 & $CCJ 🇨🇦 Inkai JV at 15% MET in 2026. The 2 largest #uranium producers are getting taxed.

PraiseKek's tweet photo. @SRKConsulting warned in their 2023 $KAP 🇰🇿 Audit that the 2023 MET revision (6%) would impact operating margins by 15%. Now imagine the impact on operational margins with 9% MET in 2025 & $CCJ 🇨🇦 Inkai JV at 15% MET in 2026. The 2 largest #uranium producers are getting taxed. https://t.co/4rCNSbRjVz

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over 2 years ago

Daily reminder: After their Q4 2023 conference call in February 2024, $CCJ 🇨🇦 shifted its stance on the #Inkai JV from "potential" to confirmed disruptions. #Uranium production for 2024 & subsequent years remains uncertain. $CCJ is expected to miss its 2024 production guidance.

PraiseKek's tweet photo. Daily reminder: After their Q4 2023 conference call in February 2024, $CCJ 🇨🇦 shifted its stance on the #Inkai JV from "potential" to confirmed disruptions. #Uranium production for 2024 & subsequent years remains uncertain. $CCJ is expected to miss its 2024 production guidance. https://t.co/W2u5DN3xcs

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over 2 years ago

This confirms my initial thoughts that $CCJ won't hit their 2024 production estimates due to #Inkai production disruptions. I found another snapshot from February, and then they already addressed the current disruptions. Their view changed within a month. What will the impact be?

over 2 years ago

$CCJ 🇨🇦 $KAP 🇰🇿 #Inkai JV On the left, January 18 2024 snapshot of @cameconews Inkai webpage. Did not include "Managing our Risks", and only discussed the "potential" of disruptions... On the right, April 2024, it clearly acknowledges that Inkai is experiencing disruptions 🚨

PraiseKek's tweet photo. $CCJ 🇨🇦 $KAP 🇰🇿 #Inkai JV

On the left, January 18 2024 snapshot of @cameconews Inkai webpage. Did not include "Managing our Risks", and only discussed the "potential" of disruptions...

On the right, April 2024, it clearly acknowledges that Inkai is experiencing disruptions 🚨 https://t.co/4VwrQDbiTb

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over 2 years ago

$CCJ 🇨🇦 $KAP 🇰🇿 #Inkai JV On the left, January 18 2024 snapshot of @cameconews Inkai webpage. Did not include "Managing our Risks", and only discussed the "potential" of disruptions... On the right, April 2024, it clearly acknowledges that Inkai is experiencing disruptions 🚨

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over 2 years ago

$CCJ 🇨🇦 Risks with $KAP 🇰🇿 #Inkai JV: "Presently, JV Inkai is experiencing procurement & supply chain issues, most notably, related to the availability of sulfuric acid. Production plans for 2024 and subsequent years are uncertain and being reassessed."

PraiseKek's tweet photo. $CCJ 🇨🇦 Risks with $KAP 🇰🇿 #Inkai JV:

"Presently, JV Inkai is experiencing procurement & supply chain issues, most notably, related to the availability of sulfuric acid. Production plans for 2024 and subsequent years are uncertain and being reassessed." https://t.co/02F5oksPEf

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over 2 years ago

$KAP 🇰🇿 According to @GlobalXETFs, storms impeded operations at numerous #uranium mines. This has impacted the $CCJ JV Inkai mine & processing complex, as reagent delivery vehicles have been constrained. #Inkai should be able to resume normal operations within three months 👀

PraiseKek's tweet photo. $KAP 🇰🇿 According to @GlobalXETFs, storms impeded operations at numerous #uranium mines. This has impacted the $CCJ JV Inkai mine & processing complex, as reagent delivery vehicles have been constrained. #Inkai should be able to resume normal operations within three months 👀 https://t.co/fzxCflJqrz

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