💯

I see UBS joined the party late, upgrading $S32 to a buy now! Respeculator 🏴‍☠️

Wonder which ASX cos will strategically put their quarterlies out after market tonight (Australia Day long weekend)?

👀

#uranium 💯

ASX $gold stocks today 🤷🏻‍♂️

One day we will tell our kids that a whole bunch of fiat money was created by tech giants to do AI! 👇🏻

Reality is most precious metals/ commodity investors are looking at their portfolios realizing January was a great month following a great year... survived about as big a slam as can possibly concocted and still its a great place to be!

Only 5c increase in the divvy from US$0.40 to US$0.45/share... cmon Agnico Eagle Mines ur killing us here man! $AEM

$BMN - The deal reduces the option value of the company Given the grades, we know it realistically won't make cash flow at $80-90/lb (look at $PDN). So market cap is mainly option value for upside to #uranium prices CNNC deal cuts that option exposure by nearly half

Interesting the $KAP India deal specifies delivery to India rather than the main international converters - Indicates India will be ramping-up their domestic conversion capacity and/ or could be related to strategic stock piling. #uranium

👀 #uranium $LOT 😲

👀... prolly nothin...

No problem!... happy to take the other side of that trade! #gold #silver

98% of sulphur imports to Namibia (2024 data) come from UAE, Qatar and Kuwait... at what point do we get concerned about Husab and Rossing #uranium supply (~10% of global mine supply)... Cigar Lake flood moment?

Will be interesting ro see if this includes #uranium for Canada

Tiny but could be the start of a snowball of mines having issues with fuel and process re-agents. We already see chemical companies in Asia declaring force majeure on products (naptha, olefin)... what will happen in mining? #uranium #gold #copper #nickel #aluminum 👇🏻

$KAP on its results call yesterday: "We are completely secure on sulphuric acid for this year. We have contracted all the volume needed" ‐ They're well positioned if African producers struggle with acid availability if the Straits of Hormouz remains closed. #uranium