UB

Bet big when odds are in your favor.

[The Value Trader @TheValueTrade]

$DCTH SHOULD HAVE YOUR ATTENTION HERE.

- Early Wave 3
- Held support at the 200 DMA & the 0.5 Fib
- Breakout of $11.10 and the path opens up to $18

$18 NEXT TARGET

[Jhinster1 @johnjhin7]

$U.UN, W. TIME TO FLY? FYI
#U.UN #URANIUM

[Sam Kampner @KampnerSam]

$DCTH presents one of the most asymmetric risk/reward opportunities in the market today.

It’s exceptionally rare to find a company with YoY revenue growth over 1,000%, an 86% gross margin, profitable, while trading at ~6x LTM sales.

Here is my full $DCTH thesis 🧵

NIA, DYOR!

[Arlen Hansen @ArlenHansen]

Excellent #uranium report published by @sprott

https://t.co/7kwkgoCz3W

I'm not sure how America plans to quadruple its capacity, but this narrative is sure going to be entertaining to watch.

Long...

[UB @Uraniumbug1]

@SloCan68 The uranium trade is over... the world doesnt need uranium any longer 😏

[John Quakes @quakes99]

⚡️Bloomberg:📺Why #Nuclear #Energy is Suddenly Making a Comeback🥊⚛️🌞 "The intensifying threat of global warming and the explosion of #AI is boosting the outlook for #NuclearEnergy. This is an inflection point."⤴️🤠🐂 #Uranium #NetZero #EnergySecurity 🌊🏄https://t.co/zGWbhTgBYs

[Global Atomic Corporation @AtomicCorp]

Global Atomic made significant progress at the Dasa Uranium Project in 2024. Key milestones include strategic meetings with Government, advancing construction efforts and preparing for commissioning in 2026 with over 500 staff driving the project forward. https://t.co/woeksXssjn

[UB @Uraniumbug1]

@PraiseKek Like they have been "looking" for the last couple of months 😂

[John Quakes @quakes99]

💥Thar she blows!🐳 World's largest #Uranium producer Kazatomprom $KAP announces 1H2024 Financial Results and slashes #Kazakhstan's 2025 Production Guidance by -5,250tU (-13.65 Million lbs) from mid-point 31,000tU to 25,750tU, a 17% cut.⚛️⛏️⤵️✂️ Much of that cut is attributed to a more than65% reduction for the Russian Budenovskoye JV from 4,000tU to just 1,300tU this year.⏬ Continuing uncertainty around sulphuric acid supplies for 2025 has significantly impacted production plans.🗜️🧪

Production schedule delays are also leading to new reductions in the Subsoil Use levels for production volumes at Russia's Budenovskoye JV, while Japan's Appak JV and France's KATCO JV are also seeing significant reductions in their SSU levels.🧾⛏️⤵️

"Taking into consideration high level of uncertainties related to the sulphuric acid supply and construction delay challenges, no decision has been taken regarding mine development activity and production volumes for 2026 and beyond."🔮🤷‍♂️

Meanwhile, the Financials show revenue increased by +13%, Net profit rose +27% Year-over-Year. Operating cash flow sank -23% and the familiar tune of "Management Changes" has been played again with the CFO resigning.🤯

Sales are down -18% while inventories dropped -20%, with H1 2024 production up 6% YoY.⛏️

$KAP also note a 64% increase in CAPEX and a 45% rise in All-in sustaining cash cost.💰⤴️ No more cheap Kazakh lbs!💎

You should download and read through the entire release as there is a wealth of information on 2024 production, financials, etc:
https://t.co/8qHiChR831

[Global Atomic Corporation @AtomicCorp]

Global Atomic today announces Q1 2024 results. Over 1,000 meters of mine development is extending the ramp and developing drifts along the footwall of the deposit to access the planned stopes. Project financing continues to move forward. #uranium #mining
https://t.co/0H8H0oBXCj

[Wildstylez NL @Wildstylez_ned]

President Biden signs the bipartisan legislation to ban Russian U imports which unlocks $2.7 billion in funding, previously approved by Congress, to build up domestic #uranium supplies for U.S. #nuclear plants. 👊🎉👍

This opens the gates for the months #UUUU $UEC $DNN $FCU $DML

[UB @Uraniumbug1]

@jarokij @PraiseKek @CruxInvestor Yeah that is my experience as well. Most banks/brokers do not allow trading in these type of securities. And if they do, only sell trades or FOP/NCBO.

[UB @Uraniumbug1]

Great interview if you havent seen already 🙏 John has tons of knowledge. #uranium #sprott #resourcetalks

[Antonio (Resource Talks) @ResourceTalks]

ℹ️ $500 #uranium?

"Don't we all wish it would already be there?!", says @sprott CEO John Ciampaglia.

"That's not how markets work, unfortunately", he adds.

It's better for the sector to have a durable long-term price and not a short-term spike.

https://t.co/hGcIlhYZvw

[UB @Uraniumbug1]

@PraiseKek @CruxInvestor Yeah same, i really hope not 🤞

[UB @Uraniumbug1]

@PraiseKek @CruxInvestor I will check, however, many stocks with russian "connections" are sanctioned. I hope that wouldnt happen to GLO in case of any jv.

[UB @Uraniumbug1]

@PraiseKek @CruxInvestor Because most brokers would sanction trading in it, dont you think?

[zerohedge @zerohedge]

Goldman Boosts Physical Uranium Trades Amid Soaring Prices https://t.co/tQCDs1kdFL

[UB @Uraniumbug1]

@Marcelozinn Utilities will be happy about 130 in hindsight 👍

[UB @Uraniumbug1]

@UrTokenCorgi Yeah game over.. loads of new material entered the market 🤫