Professor NukeBro

nuclear scientist, slightly radioactive

[Professor NukeBro @professor_nukem]

@MacroVoices @ErikSTownsend @PatrickCeresna Wow. Hexium is not using lithium to enrich uranium. They are enriching lithium to sell to fusion companies (Li-6, aka hexium) and Li-7 to sell to MSR companies.

And breeding tritium is absolutely not simpler than the uranium conversion/enrichment process.

[Professor NukeBro @professor_nukem]

@MacroVoices @ErikSTownsend @PatrickCeresna @DrPippaM @biancoresearch Holy conspiracy theory, Batman! Anyone making decisions based on this weak chain of logic is bound to fail. It is not surprising so many commenters already posted the Billy Madison GIF. We are all definitely dumber, except that now we know this drivel is out there.

[Professor NukeBro @professor_nukem]

@MacroVoices @ErikSTownsend @PatrickCeresna @DrPippaM @biancoresearch Lost 3. Nuclear development is not done via press release, which is where she seems to base her analysis. It is about the background analysis, engineering, and fabrication. AI cannot be trusted to do any of these (yet).

[Professor NukeBro @professor_nukem]

@TBirdV "Where I started taking some chips off the table."

[Professor NukeBro @professor_nukem]

@TBirdV If this was all ATM, SPUT now has enough cash to buy half of its remaining 5M lb limit this year. Might get quiet in the spot market soon. I even wonder if it might have been a ute on the buy side of this trade. https://t.co/GaCKLcC1hu

[John Quakes @quakes99]

😲Wild action on #SPUT TSX $U.UN as 4.02M shares trade in 4 x 1M blocks between brokers tagged Anonymous, valued at C$109.6M in just 4 trades, executed when $U.UN was trading 2c above ATM activation price.🎆Sure looks like a whale invested C$109.M in physical #Uranium🐳⚛️🏧💵🤠🐂

[Professor NukeBro @professor_nukem]

@hchris999 @quakes99 Credit to @theAlexW and the #sputtracker for keeping historical NAV/share.

[Professor NukeBro @professor_nukem]

@hchris999 @quakes99 It makes me think they are concerned they could raise all the cash they would need to buy 5M lbs and then sit on the sidelines for the rest of the year. Also shows conviction that the price is going higher if they'll pass up cash now.

[Professor NukeBro @professor_nukem]

@mrfriebe @JekyllCapital I think the specs for reactors for combat vessels are very different than for shore-based reactors. In a rational world civilian reactors are much less expensive.

[Professor NukeBro @professor_nukem]

@JekyllCapital @NRCgov How are individual NRC staff members going to be held accountable for upholding the clarified mission statement for the NRC in the ADVANCE Act?

[Professor NukeBro @professor_nukem]

@JasonRedd76 @Reddy_Kilowatt @JekyllCapital Agreed on both posts above. ESPs or COLs are valuable, but not permits to build SMRs.

[Professor NukeBro @professor_nukem]

@capnek123 @Beta_Beaker Anyone telling you hundreds is talking about intentions, not contracts. Non-binding MOUs, PPAs, etc sold as “projects” are marketing tools. Feel free to DM if you have specific questions.

[Professor NukeBro @professor_nukem]

@NuclearShayan @TBirdV Interesting update from a year ago: https://t.co/XvHRlsfhW5

[Professor NukeBro @professor_nukem]

@TBirdV Taking the “First time?” Gallows memes to new levels. Well done, sir.

[Professor NukeBro @professor_nukem]

@TBirdV Everyone keeps saying Dasa will get built. I agree. Niger will let GLO build the mine, then find it more advantageous to let Russia/China operate it.