vulc

Vanadium Uranium Lithium Cobalt

[Frank Curzio @FrankCurzio]

...what could be one of the most important demand signals this sector has seen in years.

20 reactors. Each one requiring a massive, sustained fuel supply. And Cameco - one of the largest uranium producers on the planet - is saying this out loud.

Think about what that means downstream.

Reactors don't just consume uranium. They consume power infrastructure, grid capacity, industrial buildout... the whole chain moves with them.

And here's the thing about nuclear - the timeline from announcement to fuel contract is long. Which means the companies positioned today capture the value.

I keep coming back to power infrastructure as the real play here.

When 20 new reactors are being discussed alongside the AI data center buildout... the bottleneck isn't the demand. It's finding where the power actually comes from.

That's exactly why I own $VIVO.

Vivo Power has close to 400 megawatts of power infrastructure overseas - Finland, Norway - that almost nobody is talking about. At $12 million per megawatt... I'll let you do the math. The market cap is $160 million. They just turned EBITDA profitable on a Norway data center deal. Former 25-year Microsoft AI exec on the team.

The demand signal Cameco just gave is exactly the environment VIVO was built for.

I post these kinds of breakdowns every single day. Want more? Follow me @frankcurzio.

- Frank

[Frank Curzio @FrankCurzio]

HOLY SMOKES:

Cameco is projecting up to 20 AP1000 nuclear reactors coming online.

If you own uranium or power infrastructure right now, you're sitting on... show more

[Aura Energy Limited @aee_auraenergy]

Big news from Sweden 🇸🇪! The govt is moving to lift its uranium mining ban — great news for Aura Energy’s Häggån deposit, one of Europe’s largest undeveloped uranium resources (~800M lbs U₃O₈).

Read more: https://t.co/abMqIANg14

#AuraEnergy #Uranium #EnergyTransition

[Joe Biden @JoeBiden]

Experts say extreme heat is already costing America $100 billion a year, and it hits our most vulnerable the hardest: seniors, people experiencing homelessness, and disadvantaged communities.

That's why we've taken unprecedented action to combat the climate crisis.

[Aura Energy Limited @aee_auraenergy]

Europe faces energy crisis as Aussie-listed Aura gets Swedish #uranium wheels turning 🇸🇪

Article by @StockheadAU
https://t.co/8HMnriyEV6

$AEE #CarbonFree #NuclearEnergy #nuclear

[Uranium Stock Pick Game 2026 @Ugames_kilo]

#uranium - 14 green boxes for team Australia.

[Cycle Bottom @BULLReturns]

What #uranium stock will break out above it's recovery high next week? #auraenergy $AEE

Why?
A) $URA and $URNM entry on the horizon, going from zero to 6% ownership
B) increased coverage
C) 40% disc compared to ready to produce peer group
D) trading at 1.2x EV/peak CF

[Cycle Bottom @BULLReturns]

$EL8 $140m cap, explorer, 10.5m shares required Vs 1m daily turnover = massive impact

We expect $AEE DFS ready project level to exceed $300m cap over the next 6-9 months as spot sustains $65 plus = equates to 2.5x peak CF.

[Martin Rogers 🇦🇺 @martinfrogers]

Uranium ETF - Sprott Physical Uranium trust NYSE listing is coming.

Paperwork submitted in 1 to 2 weeks for a Q2 listing.

Spot Uranium will be harder to find and is exceptionally tight.

[DEBOSS @DEBOSS7788]

$CRR Tearing it up with volume 👌👌👌👌

[DEBOSS @DEBOSS7788]

12 January 2022 $AVZ closes at 'All Time High' 😉😉😉✔️✔️✔️✔️✔️

[Sprott Asset Management @sprott]

Sprott Physical Uranium Trust adds 1 MILLION lbs of #Uranium today!

$2 BILLION in Net Assets to start 2022!

Total holdings of 42.68 Million lbs

#SPUT $U.UN $U.U $SRUUF #Nuclear

Info & disclosures for the Trust can be found here: https://t.co/PcaG53VfN5

[Cycle Bottom @BULLReturns]

The #uranium stock squeeze is taking off into ETF rebalancing $AEE $AURA.L

35-40c implies 20mil of shares required by the ETFs 1Q 2022

50-65c short term peer group fair value for 1Q 2022

$1 party will be marked by $75 plus spot = valuation 5x peak cashflow

$URA $URNM $HURA

[Cycle Bottom @BULLReturns]

The front runners for ETF entry will likely push $AEE to 35c to 40c assuming a robust #uranium sector in January from recent 21c lows, 65% plus returns in less than 8 weeks

[Cycle Bottom @BULLReturns]

Example: $AEE $AURA.L potentially ETF buy in approximately $10m (24-29m shares) from the last week of January for up to 2 weeks, then the last week of March for up to 2 weeks.

[Cycle Bottom @BULLReturns]

@basicmarketpri1 Our #uranium thesis was based on last cycles best torque opportunity set, these were the nano caps, ETF entry being a key boost, don't miss the new set of entrants for 1H 2022 (US$8m new stock demand) and 2H 2002 (US$12m new stock demand). $AEE stands out.

[numerco @numerco]

Spot #uranium 4500/4800 USc/Lb #U3O8 (Delivery at CMO , Chg +576c, +12.39%) CMO = CVD 0c/Lb, CMO = CMX 0c/Lb See https://t.co/oK6SEbp4ad

[AVZ Minerals Limited @AvzMinerals]

@AvzMinerals secures cornerstone investor for development of #ManonoLithiumandTinProject.

Read the full announcement @ https://t.co/ycYSlgVGzD

$AVZ #lithium #tin

[Blake Burge @blakeaburge]

Apple has sold over 200 Million Macs

Yet most users don't know half of what they're capable of.

Here are 7 Things you didn't know your Mac could do. 💻

[Cycle Bottom @BULLReturns]

We wish all the success to those who took on board this #uranium thesis, 300% in 3 weeks, it's the patience of holding that delivers the returns. $AURA.L 50-60p 1st Quarter 2022 folks as we move into the ETF's.