Javier Fernandez Mendiolea

[$🅰️hún @tutuflai]

Si crees que ya se te escapó "la mejor oportunidad del momento"... espera
Mientras todos huyen, la empresa está construyendo en silencio lo que podría ser la subida más fuerte de su historia

La acción cayó.

La empresa no.

$ASTS acaba de caer ~ 50% desde máximos

Hilo 🧵👇

[Yasujiro Mizoguchi @YasujiroOficial]

https://t.co/7yBG1A2MPK

[(fan) REAL MADRID FANS 🤍 @AdriRM33]

Este vídeo debería llegarle al @realmadrid e invitar a esta familia a un partido al Santiago Bernabéu.

Hay que hacerlo posible 🙏🏻

[Javier Fernandez Mendiolea @JavierMendiolea]

@RFCGH1974 @BerserkersRMCF Tenéis mucho mérito!!!

[District Metals Corp. @district_metals]

A pivotal year ahead for District Metals 🇸🇪

With a planned PEA and Economic Impact Study at the Viken Project, drilling across MobileMT targets, and new geophysical and fieldwork programs, the Company is advancing its Swedish #uranium portfolio at a time when nuclear energy is gaining renewed global importance.

Strong uranium fundamentals. A growing project pipeline. An exciting year ahead.

Read more: https://t.co/eZnGBIaJrv

🇨🇦 $DMX.v | 🇺🇸 $DMXCF | 🇸🇪 $DMXSE SDB #DMX #Nuclear #EnergyTransition

[MR Timbits @Tone_San_Can_Es]

🚂 District Metals Corp ($DMX) has been flagged by Solactive in the Global Uranium & Nuclear Components Index – Jan 2026 Market Watch.

https://t.co/ZxWcK1oqJK

2/ Why it matters 👇
ETFs like Global X Uranium ETF (URA) and HURA ETF (HURA) follow Solactive-based uranium universes.
If DMX is included → ETFs must buy.
No discretion. No valuation debate.

3/📊 Liquidity reality (52-week avg):
• URA: ~5.5M shares/day → deep liquidity
• HURA: ~18–20k shares/day → very thin
➡️ HURA flows hit much harder on small caps.

4/🧮 Conservative math (illustrative):
Assume DMX gets a small weight (0.15–0.30%).
Assume combined URA + HURA rebalance flows of $30–50M.
➡️ Capital into DMX: $45k–150k

5/At ~$1.20/share:

➡️ ~40k to 125k DMX shares bought mechanically.
That’s 15–50% of a full trading day based on 52-week avg volume.

6/This is how price moves happen: • No news
• No retail
• Just rules-based ETF demand in a liquidity-constrained name

7/Large caps absorb ETF flows.
Juniors feel them. Immediately.
That’s why index inclusion is a non-linear catalyst.

8/Bottom line:
Uranium ETFs keep growing AUM.
Rebalances create forced buyers.
$DMX is now on the Solactive radar.

#uranium

[MR Timbits @Tone_San_Can_Es]

$DMX

[MR Timbits @Tone_San_Can_Es]

SWEDEN APPROVES NEW $DMX SUBSIDIARY ASSET 🇸🇪
7,500+ ha | Critical Metals | 3 Years
Small footer:
Bergslagen Metals AB → DMX subsidiary

[District Metals Corp. @district_metals]

🌍 Uranium Supply vs. Demand: A Growing Gap
By 2040, the #uranium market could see an estimated 197 million pound supply deficit if current trends continue, as nuclear demand is expected to double within the next 15 years.

Key drivers:
⚡ Rising energy demand and electrification
⚡ Expansion of Small Modular Reactors (SMRs)
⚡ Energy security and climate policies

With Viken, the world’s largest undeveloped uranium deposit*, District Metals is strategically positioned in a tightening uranium market.

🇨🇦 $DMX.v | 🇺🇸 $DMXCF | 🇸🇪 $DMXSE SDB #DMX #CriticalMinerals #CleanEnergy
*Source: S&P Global Market Intelligence

[MR Timbits @Tone_San_Can_Es]

Key insigh

ETF demand shrinks in shares, not in dollars
Inclusion becomes less disruptive, but more stable
Higher price = higher institutional floor
This is how juniors graduate.

Final takeaway
At CAD $1.21, global uranium ETFs could still be forced buyers of:
👉 ~18–22M DMX shares, depending on price path.

That’s not hype.
That’s index math.
Disclosure: long $DMX
Not advice | DYOR

[MR Timbits @Tone_San_Can_Es]

$DMX 🚂🚂

| Uranium ETFs Forced Buying Model (Feb Rebalance)

@tone_san_can_es

Early February uranium ETF rebalancing is approaching.
Let’s quantify who buys, how many shares, and what price sensitivity looks like.
This is mechanics, not narratives.
🧵👇

[MR Timbits @Tone_San_Can_Es]

@Daniel___Gordon @district_metals El tren 🚂 ha vuelto

[MR Timbits @Tone_San_Can_Es]

$DMX #Uranium #Viken #EnergySecurity #CriticalMinerals #EU #NuclearPower

🚂 Sweden has officially lifted the uranium ban.
This is no longer speculation — it’s policy.
📌 Uranium ETFs are expected to rebalance by month-end,
📈 capital is already rotating into the sector,
🔥 and DMX share price is responding accordingly.
Why this matters:
🇸🇪 Viken is inevitable.
It is Europe’s largest uranium resource, located in a stable jurisdiction, aligned with EU critical-raw-materials strategy and Sweden’s nuclear restart.
You don’t lift a national uranium ban
You don’t expand nuclear power
You don’t secure energy independence
…without Viken becoming a strategic asset.
This isn’t hype.
This is structural re-rating.

[Inversor Bético @inversorBetico]

2 días 12 horas y 6 minutos para desbloquear el segundo depósito de uranio más grande del mundo.

[Javier Fernandez Mendiolea @JavierMendiolea]

@inversorBetico $DMX siempre

[MR Timbits @Tone_San_Can_Es]

$DMX #Uranium #NuclearEnergy #Sweden #EnergySecurity #CriticalMetals

🚂🇸🇪⚛️ Sweden’s nuclear reboot is officially underway.
Vattenfall has submitted the first application to build new nuclear power in Sweden — a major political & industrial signal.
✔️ Pro-nuclear government
✔️ Faster permitting
✔️ Stable power prices prioritized
✔️ Domestic uranium back on the table
Sentiment shift: nuclear is no longer “the debate” — it’s the solution.
For $DMX shareholders, this matters: • Sweden wants secure, local nuclear fuel supply
• Uranium becomes strategic, not optional
• Permitted domestic resources gain real option value
• Policy risk ↓, strategic value ↑
DMX sits on one of Europe’s largest uranium-bearing alum shale systems.
When reactors move from plans → permits → builds, the fuel supply chain reprices.
📌 This is how macro policy turns into equity upside.

[MR Timbits @Tone_San_Can_Es]

#DMX #DistrictMetals #Uranium #EUCRM #CriticalMinerals #Mining #Sweden #Jämtland

🚂 EU fast-tracks mining. Sweden is in. DMX is right there.
The EU has approved a Raw Materials plan that puts strategic mining projects on a fast-track for permits and opens access to € billions in funding.
📍 Jämtland is explicitly in focus — home to District Metals’ Viken project ($DMX), one of Europe’s largest alum shale systems (U, V, Ni, Mo).
This comes on top of:
⚛️ Sweden lifting the uranium mining ban (effective Jan 1, 2026)
📜 Shorter permitting timelines
🇪🇺 EU security-of-supply mandate
Policy risk is collapsing.
Execution is next.

[MR Timbits @Tone_San_Can_Es]

$DMX #uranio

https://t.co/3JGfCPYCEF

[MR Timbits @Tone_San_Can_Es]

#DistrictMetals #AlumShale #Uranium #Vanadium #Geophysics #Sweden #ExplorationStrateg

🚂 District nearly doubles its Swedish Alum Shale footprint
🔗 https://t.co/e03CzwBstR

Garrett’s plan is to re-fly drone surveys and re-run EM (electromagnetic) geophysics over the expanded license package. Previous data indicated that mineralization extends beyond the original claim boundaries, so the objective is to fully capture the lateral continuity of the mineralized system, delineate all prospective corridors, and only retain licenses with confirmed geological potential while dropping barren ground.

This is disciplined ground selection: expand → map → geophysics → rationalize → drill.

[MR Timbits @Tone_San_Can_Es]

$DMX #Uranium #CriticalMetals #EU #NuclearEnergy

$DMX – Key Triggers & Why This Matters Now 🚂🚂

🇸🇪 Sweden turned pro-uranium (Nov 5 vote)
• Uranium mining is now legal
• Same environmental rules as other metals
• Municipal veto does NOT apply to mining or drilling

⚠️ Yellowcake bottleneck = solvable
• Current veto only affects processing
• 4 workarounds:

1. National interest designation

2. EU “strategic project” status

3. Reclassify yellowcake as nuclear activity (Q2’26 vote possible, 50/50)

4. Process in a pro-mining municipality
• Local elections Sept 2026 → pro-mine candidate has real chances

🇪🇺 EU pressure is REAL
• Europe “panicking” to secure critical raw materials
• Viken seen as strategic-scale
• EU-level status could override local politics

⛏️ Geology upside is massive
• New helicopter EM survey (not drones)
• Conductivity strongly correlates with graphite + uranium
• Up to 9 new target zones
• 3 may be larger than historical Viken
• Potential 5–9x the original Viken size
• Market still discounts airborne data → mispricing

📊 Two PEAs coming
1️⃣ Historic Viken PEA (mid-2026)
• Uses existing drilling
• Adds metals previously excluded
• Modern processing tech

2️⃣ New discovery PEA
• Drilling permits filed Jan
• 5–10k meters (C$1.5–3.0M)
• First drilling as soon as permits land

⚙️ Low-grade uranium? Not a problem
• Viken ~170 ppm U
• Finland operates profitably at ~17 ppm

💰 Balance sheet = strong
• ~C$9M cash
• Burn ~C$60–70k/month
• Warrants ITM:
• C$0.5M (Q1’26)
• C$7M (Q1’27)
• Lundin + Swedish family offices already in

📈 ETF flow potential
• Sprott (Dec 19): unlikely
• Global X (Jan 30): realistic
• Could require 10–12M shares bought in market

☢️ Uranium fundamentals = best in decades
• Spot price “not real” (offline contracting dominates)
• Structural deficit ~5M lbs/year
• Could grow to 100M lbs

🚀 Upcoming Catalysts
• Jan: PEA + drilling plan announcement
• Drilling permits + start
• Mid-2026: Historic Viken PEA
• ETF inclusion decisions
• Q2’26: possible Swedish parliamentary vote
• Sept’26: municipal elections
• More airborne surveys

📌 Bottom line:
District Metals sits at the intersection of policy shift + EU pressure + geological scale + ETF demand — with multiple shots on goal ahead.