Tradomics

[Tradomics @tradomics]

@TehLamboX @grok BAD

[Steffan Szumowski @UnoMasReactor]

I continue to struggle with understanding why some people think a blue House and Senate is bad for nuclear.

Did everyone forget that the pledge to triple global nuclear capacity and the signing of the ADVANCE Act happened under Biden?

Everything nuclear passes through Congress with zero or single-digit No's. Everyone wants this!

[Tradomics @tradomics]

@UraniumCharts It’s so over. TA does not work in this sector!

[Tradomics @tradomics]

Trick or treat?

[Michael Khorassani @mkhorp]

$ASPI last Friday the US department of Energy officially added helium to its critical minerals list! And today ASPI announces their plant is up and running and about to deliver product under offtake agreements!

[Darren @UDiamondBalls]

$ASPI #Helium Commissioning and stable production of liquid helium achieved. Thank God finally some good news 🥲

[Yellowbull @Yellowbull11]

Stefano deserves your attention. A young and very smart analyst I met at the WNA. He put a lot of time and effort into this ⤵️

[Tradomics @tradomics]

@TehLamboX Neither. Needs confirmation.

[Tradomics @tradomics]

@RetailMuppet Cuz I did not brag about it.

[Angelo Giuliano 🇨🇭🇮🇹 @angeloinchina]

I have lived in China since 1995.

I saw the poverty with my own eyes. Then I watched it disappear.

This chart going viral today tells the story > China extreme poverty: 91.3% in 1984.

Zero by 2022. No colour revolution.
No IMF lectures. No NGOs.

Planning, roads, factories, schools. And the West still calls it a "failed system"….

[Uranium Royalty Corp @UraniumRoyalty]

Uranium Royalty Corp. reported a strong first quarter, with significant year-over-year growth in earnings.

For the three months ended July 31, 2026, the Company reported:
📈 $16.3 million in net income, up 1,530% year over year
📈 $0.10 diluted EPS, up 900% year over year
📈 $51.0 million in revenue from the sale of 593,255 lbs of uranium at an average realized price of approximately $86/lb

Strong financial performance and disciplined capital allocation continue to support UROY’s growth strategy.

#UROY #Uranium #Earnings #Investing

[Tradomics @tradomics]

@llixeey The correct answer is 18, explained below.
8×11= 88
7×10= 70
6× 9 = 54
5× 8 = 40
4× 7 = 28 (not shown) This is how you trick people by omitting the number 4 in the sequence.
3x6 =18

[Canadian Investor @TheCADInvestor]

Well… this aged quickly.

$BMO.TO just eliminated trading commissions entirely.

As of Sept. 14:

$0 commissions on ALL stocks + ETFs
$0 options commissions
Options contracts cut to $0.90 each
$0 brokerage account administration fees

BMO says it’s the first of Canada’s five largest banks to go fully commission-free on stocks and ETFs.

This is exactly why @Wealthsimple matters even if you never use Wealthsimple.

For years Canadians were told $9.95/trade was just the cost of investing.

Then fintechs showed up charging $0.

Now a Big 6 bank has decided $0 works just fine too.

Meanwhile, RBC’s standard full-suite Direct Investing platform is still $9.95/trade for most stocks and ETFs.

How long until the rest of the Big 6 follow BMO?

[Lobo Tiggre @duediligenceguy]

"Prince Abdulaziz did not disclose the uranium grade in the ore or provide an estimate of contained uranium..."

This is not ore; it's hopeful dirt.
;-{)}

[John Galt @FreiburgCoffeeC]

Something important is changing in the #uranium market.

Kazatomprom says demand from the East is now so strong that it could sell its entire production there and still have buyers wanting more.

And those buyers don't seem obsessed with getting the cheapest possible uranium. They care more about making sure they have the pounds.

Cameco is seeing the same shift from another angle. Buyers are already willing to pay more for reliable uranium from safer jurisdictions.

But here's the part I find interesting:

Long-term uranium is already around $96.50/lb, and Cameco still says prices aren't high enough to justify restarting its Tier 2 mines.

So where does the next big chunk of supply come from?

It gets even more interesting. Cameco says large hyperscalers are now "poking around" the uranium market and it already has several term sheets out, although nobody has actually bought uranium yet.

Think about what that could mean.

A data-centre company may expect to use nuclear power years from now. But if it's worried about future fuel supply, it could secure uranium today.

That pulls future demand into today's market and takes those pounds away from everyone else.

Western utilities could eventually find themselves competing for uranium against Asian nuclear programmes, governments and some of the world's richest technology companies.

For miners, that's good news. But not equally good news.

The biggest winners should be producers with real, reliable production and large developers that can actually become mines.

A higher uranium price doesn't magically turn every small deposit into a good business.

The balance of power may slowly be moving from the uranium buyer to the uranium seller.

@cameconews @NAC_Kazatomprom

[Tradomics @tradomics]

@kpak82 Do you mind elaborating on the technical reasons for the dump?

[Tradomics @tradomics]

@TheProfInvestor Amazing!

[Tradomics @tradomics]

@larayapmaaq The time on the watch.