Sten

Uranium and silver 2021

[Sten @sten_trader]

Here is my U-portfolio! #uranium

[John Quakes @quakes99]

📈#Uranium #mining #stocks have resumed their recovery rally today⤴️⚛️⛏️ with Green across the screen🌲💻 after pausing yesterday as short-term traders took some profits🪙🐵 while the global #Nuclear Renaissance continues to gain momentum rivalling that of the 1970s & 80s.⏫🤠🐂

[John Quakes @quakes99]

⚡️Red Cloud #Mining Analyst David Talbot reaffirms his BUY Rating and C$46.00 Price Target🎯 on @Energy_Fuels (TSX: $EFR NYSE: $UUUU) as Full-Year #Uranium Production Guidance is Met in Six Months🇺🇸🏭🛢️☢️🧑‍🏭🤠🐂 #CriticalMinerals #RareEarths #Nuclear 🌊🏄 https://t.co/7wBicJisbg

[John Quakes @quakes99]

Breaking!💥 One of West #Africa’s largest #uranium deposits moves closer to restart under revised deal with Canadian miner🌍⚛️🏭🧑‍🏭 The GoviEx #Niger subsidiary of Atomic Eagle $AEU $AEUXF appears to be on the verge of a reversal of fortunes as its long-delayed Madouela Mine project heads toward a restart!🤠🐂
https://t.co/nXCgZxfrmy

[Uranium Insider @uraniuminsider]

In the WNA's 2025 "Reference Case" scenario, they see uranium demand more than DOUBLING to ~390 million lbs./yr. by 2040.

That is a +55Mlb. adjustment from the 2023 Fuel Report. 👀

If the supply response goes *perfectly*, maybe we see 250M lbs. ~2033. And that's a big 'maybe.'

I really do not know where the lbs. will come from – at any price – to meet this extraordinary demand.

[Nostra Thomas 🇨🇦 @SloCan68]

I think the worst is behind us now.

Try to have a positive mindset. Keep focus on the obvious: the world 🌎 is consuming significantly more #uranium than we are currently producing. It will take more than a decade, if ever, to balance this market.

Buy, hold, buy more!
-Tom

[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.🍀🌈💰🤠🐂

[Darren @UDiamondBalls]

#Uranium Incase U investors don't see how bullish H2 is, let me lay it out on a platter for you 😁🚀

Firstly, we've been in a 4 month fairly extended ICL or possibly even YCL. $URNM the U equities proxy, did 200% from April 2025 lows, topped in January and have been in an ABC corrective cycle ever since. Assuming the bottom was in last week (I believe it was), $URNM pulled back -33% total and gave back half of the gains from April 2025. Essentially gave back 1 of 2 bags. This translated into -33% to -50% drawdowns for the equities with smaller caps being hit harder as always.

While the stockmarket has been rallying along with Semis and some other spots, #uranium has been in a corrective cycle the entire time flushing out tourists and resetting sentiment for the next leg up. Following the same corrective cycle as precious metals which also topped late January 🤔

The stage is set, it's looking good for a peace deal in #Iran (at least short term), #uranium has massive tailwinds with endless fundamental catalysts (we don't need to repeat them all if you know you know 😏 if you don't shame on you) The #uranium price has stagnated from early 2026 with the current spot price STILL not even at incentive pricing for new greenfield FIDs. Long-term price while in the $90s now, STILL not high enough to induce FIDs. SPUT has over $100M cash, the restarts are all having a rough time and that's being kind, zero new meaningful supply coming online anytime soon. Cameco 🤡 are having to buy in the spot market and don't want a high price IMO. ******* Cameco are a huge fly in the ointment here 💩💩💩

The industry needs >$100lb it's as simple as that. Look at Agnico Eagle production costs increasing 40% in 5 years. But its also construction costs that increase the longer they're delayed. In another year or 2 with inflation, Im willing to bet $100lb becomes the real breakeven margin for U producers 🤔

In summary, this setup has been morphing into existence since at least 2020, but even well before that. Once #uranium blows through $100lb and stays over $100, think there's a zero chance we don't see the equities make new highs. Developers and juniors ESPECIALLY. We're so close now. Think we're right on the cusp of a new and very aggressive leg here and it could go way harder than most ppl think. Act accordingly

[Derrick Dao @derrick_dao]

Uranium term contracts are being signed at $150/lb. Spot is in the mid-$80s. That $65 gap is the price of a supply chain that isn’t built yet.

Utilities aren’t overpaying — they’re paying what it costs to incentivize new mine development, and spot can’t clear that bar. The US produces less than 1% of global enrichment capacity while SMR power commitments to AI data centers have doubled from 25 GW to 45 GW in 18 months.

You don’t solve an enrichment deficit with executive orders. You solve it with a decade of capital commitments. That window is now.

[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:

[Gischro74 @gischro74]

#uraniumsqueeze

[StockWhale @thestockwhale]

Bank of America JUST called nuclear, "the answer to all the world's power shortages."

If you want to become a multi-millionaire in 2 years with me, go ALL-IN on nuclear.

Here's the best nuclear stocks to buy right NOW:

1. Oklo $OKLO
2. NuScale Power $SMR
3. Nano Nuclear Energy $NNE
4. ASP Isotopes $ASPI
5. Lightbridge $LTBR
6. Centrus Energy $LEU
7. X-Energy $XE

Never miss another bull-run again. All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Beta_Beaker @Beta_Beaker]

I am all in.

#nuclear #uranium

[Derek Quick @derekquick1]

The uranium nuclear squeeze is coming. I told you millionaires will be made if you can handle the rip your face off volatility. $NNE $OKLO $SMR $UUUU $UEC $XE $LEU

[Brandon Beylo @marketplunger1]

Uranium looks like the next commodity to move higher.

What are your favorite uranium plays?

[Patrick Downes @patrickadownes]

I actually think we're on the cusp of a move that could see SPOT #uranium at US$150/Lb+

[Paladin Energy @Paladin_Energy]

Today we released our March 2026 Quarterly Report. Our Langer Heinrich Mine continues to perform strongly and we remain on track to complete the ramp‑up to full operations by the end of the financial year. At the Patterson Lake South Project, we received Environmental Approval from the Saskatchewan Government in February and have continued exploration activity focused on further defining the highly prospective Saloon East deposit.

Hear our MD and CEO Paul Hemburrow talk through the quarter’s highlights in the video below.

You can also read the full report here - https://t.co/wlzHArZhhf

[John Quakes @quakes99]

📈As analysts line up to cite #Uranium as a major beneficiary of this new 2026 #EnergyCrisis🪖🛢️😱 that's accelerating a global #Nuclear Renaissance🏎️🔥⚛️🏗️🌏 big money is flowing into US-listed Uranium & Nuclear ETFs💰🌊⚛️⛏️ sending their Total AUM to over $16.7 Billion!🎆🤠🐂🏄

[Sten @sten_trader]

@GrindeOptions Any #uranium stock

[Finance Major @FinanceMajor_23]

If $UUUU is not on your radar:

Zero debt, nearly a billion in cash and working capital, and fully funded growth, so you’re paying very little for world‑class uranium and rare earth assets at this price.

Leading U.S. producer with the only licensed uranium mill plus a unique rare earth separation hub, giving it strategic leverage to U.S. energy and defense policy that the market still isn’t fully pricing in.

[Finance Major @FinanceMajor_23]

$UUUU White Mesa Report we released yesterday, 21 pages packed with analysis.

Scenario analysis shows White Mesa equity worth $25–$51 per share.

Strategic Hub policy upside implies 190% return versus current price.