HoldCo. Markets (@holdcomarkets) 's Twitter Profile
HoldCo. Markets

@holdcomarkets

HoldCo. Markets is a private family office investment firm investing mainly in public equities: Uranium, mining, energy, infrastructure & emerging markets(CEE).

ID: 1496550420201758729

linkhttp://holdcomarkets.com calendar_today23-02-2022 18:20:24

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HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

Month end #uranium NAV updates for $SPUT and $YCA. 👉Financings & inventory increases as the spot tops $80/lb. 👉On huge volume y'day, $SPUT now at a premium to NAV. **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** holdcomarkets.com/post/the-month…

HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

Month end #uranium NAV updates for $SPUT and $YCA. 👉Financings & inventory increases as the spot tops $80/lb. 👉On huge volume y'day, $SPUT now at a premium to NAV. **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** holdcomarkets.com/post/the-month…

Month end #uranium NAV updates for $SPUT and $YCA. 
👉Financings & inventory increases as the spot tops $80/lb.
👉On huge volume y'day, $SPUT now at a premium to NAV.
**Not investment advice, just opinion, observation & analysis.  Pls note the disclaimer**
holdcomarkets.com/post/the-month…
HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

The EIA released the latest domestic🇺🇸 #uranium production figures for Q2/2025: 👉+54% sequential production increase. 👉 Material increases from White Mesa, Lost Creek & Alta Mesa. enCore Energy Corp. (NASDAQ:EU | TSX.V:EU) Ur-Energy Energy Fuels Inc. eia.gov/uranium/produc…

The <a href="/EIAgov/">EIA</a> released the latest domestic🇺🇸 #uranium production figures for Q2/2025: 
👉+54% sequential production increase.
👉 Material increases from White Mesa, Lost Creek &amp; Alta Mesa.
<a href="/enCoreEnergy_EU/">enCore Energy Corp. (NASDAQ:EU | TSX.V:EU)</a> <a href="/Ur_Energy/">Ur-Energy</a> <a href="/Energy_Fuels/">Energy Fuels Inc.</a> 
eia.gov/uranium/produc…
HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

This has been spoken about for years already but if it finally comes to be, a potential third listing for Kazatomprom would be huge. 👉With so much #nuclear and #uranium momentum, the timing is now. bloomberg.com/news/articles/…

HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

Another comprehensive study obtained by Myriad Uranium Corp. (CSE: M) on the Copper Mtn🇺🇸 #uranium Project: 👉"Control Area" with up to 245M lbs #U3O8 ? 👉Our target NAV multiple ⬆️ **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** holdcomarkets.com/post/myriad-ur…

HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

Another comprehensive study obtained by Myriad Uranium Corp. (CSE: M) on the Copper Mtn🇺🇸 #uranium Project: 👉"Control Area" with up to 245M lbs #U3O8 ? 👉De-risking, tgt NAVx🔼 **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** holdcomarkets.com/post/myriad-ur…

Another comprehensive study obtained by
<a href="/MyriadUranium/">Myriad Uranium Corp. (CSE: M)</a> on the Copper Mtn🇺🇸 #uranium Project: 
👉"Control Area" with up to 245M lbs #U3O8 ? 
👉De-risking, tgt NAVx🔼
**Not investment advice, just opinion, observation &amp; analysis.  Pls note the disclaimer** 
holdcomarkets.com/post/myriad-ur…
HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

#Utah 🇺🇸 is rapidly becoming a go-to destination for #uranium consolidation, exploration & development. 👉A handful of companies (both private and public) have made some significant moves in the State over last few months. 👉Most recently $AEC advancing the Velvet-Wood

#Utah 🇺🇸 is rapidly becoming a go-to destination for #uranium consolidation, exploration &amp; development.
 👉A handful of companies (both private and public)
have made some significant moves in the State over last few months. 
 👉Most recently $AEC advancing the Velvet-Wood
HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

With #copper once again above $5/lb (+12% on the month, +27% YTD), supply-side disruptions are driving prices higher: 👉 $FCX's force majeure at Grasberg🇮🇩 has 2026 guidance cut by 35% 👉 $IVN's Kamoa-Kakula🇨🇩 & Codelco's El Teniente🇨🇱 experiencing disruptions. These are among

With #copper once again above $5/lb (+12% on the month, +27% YTD), supply-side disruptions are driving prices higher:
👉 $FCX's force majeure at Grasberg🇮🇩 has 2026 guidance cut by 35% 
👉 $IVN's Kamoa-Kakula🇨🇩 &amp; Codelco's El Teniente🇨🇱 experiencing disruptions.
These are among
HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

Updated Plan of Operation approved for drilling at Myriad Uranium Corp. (CSE: M) 's Copper Mtn #uranium Project located in Wyoming🇺🇸 👉Up to 222 boreholes. 👉70 currently bonded. **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** holdcomarkets.com/post/myriad-ur…

HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

Updated Plan of Operation approved for drilling at Myriad Uranium Corp. (CSE: M) 's Copper Mtn #uranium Project located in Wyoming🇺🇸 👉Up to 222 boreholes. 👉70 currently bonded. **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** holdcomarkets.com/post/myriad-ur…

Updated Plan of Operation approved for drilling at
<a href="/MyriadUranium/">Myriad Uranium Corp. (CSE: M)</a> 's Copper Mtn #uranium Project located in Wyoming🇺🇸 
👉Up to 222 boreholes. 
👉70 currently bonded.
**Not investment advice, just opinion, observation &amp; analysis.  Pls note the disclaimer**
holdcomarkets.com/post/myriad-ur…
HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

Global physically backed #Gold ETFs recorded their largest monthly inflow last in Sept, resulting in the strongest quarter on record of at $26B. 👉By end Q3, global gold ETFs' total AUM reached $472B (+23% q/q) reaching another record high. 👉Spot near the ATH at $4,130 per oz.

Global physically backed #Gold ETFs recorded their largest monthly inflow last in Sept, resulting in the strongest quarter on record of at $26B.
👉By end Q3, global gold ETFs' total AUM reached $472B (+23% q/q) reaching another record high.
👉Spot near the ATH at $4,130 per oz.
HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

Opportunistic play by IsoEnergy Ltd. making a bid for Toro Energy Limited 👉Given close, $ISO adds discounted 🇦🇺 $uranium optionality with the advanced Wiluna Project. **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** holdcomarkets.com/post/isoenergy…

HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

Opportunistic play by IsoEnergy Ltd. making a bid for Toro Energy Limited 👉Given close, $ISO adds discounted 🇦🇺 $uranium optionality with the advanced Wiluna Project. **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** holdcomarkets.com/post/isoenergy…

Opportunistic play by <a href="/IsoEnergyLtd/">IsoEnergy Ltd.</a> making a bid for <a href="/ToroEnergyASX/">Toro Energy Limited</a>
👉Given close, $ISO adds discounted 🇦🇺 $uranium optionality with the advanced Wiluna Project.
**Not investment advice, just opinion, observation &amp; analysis.  Pls note the disclaimer**
holdcomarkets.com/post/isoenergy…
HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

This was just a matter of time until announcement, ...anyone surprised? Global Atomic Corporation bought deal for C$20M. 👉Units at C$0.62 include a full warrant at C$0.80 #uranium

This was just a matter of time until announcement, ...anyone surprised? 
<a href="/AtomicCorp/">Global Atomic Corporation</a> bought deal for C$20M.
👉Units at C$0.62 include a full warrant at C$0.80
#uranium
HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

The continued de-risking of Schaft Creek🇨🇦: 👉The JV Project between Teck Resources & Copper Fox Metals Inc. expecting to enter the PFS stage in 2026 #copper #gold #silver **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** holdcomarkets.com/post/copper-fo…

HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

The continued de-risking of Schaft Creek🇨🇦: 👉The JV Project between Teck Resources & Copper Fox Metals Inc. expecting to enter the PFS stage in 2026. #copper #gold #silver **Not investment advice, just opinion, observation & analysis. Pls note the disclaimer** holdcomarkets.com/post/copper-fo…

The continued de-risking of Schaft Creek🇨🇦:
👉The JV Project between <a href="/TeckResources/">Teck Resources</a> &amp; <a href="/Copper_Fox2023/">Copper Fox Metals Inc.</a> expecting to enter the PFS stage in 2026.
#copper #gold #silver
**Not investment advice, just opinion, observation &amp; analysis.  Pls note the disclaimer**
holdcomarkets.com/post/copper-fo…
HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

TD upping its LT #uranium forecast to $85/lb. 👉Spot hovering at $76/lb. 👉Term remains steady at $82/lb. 👉According to UxC, fall demand has hit the market starting with a 🇺🇸 utility submitting a term request for 2.5M lbs with delivery between 2027 to the 2030s. #U3O8

TD upping its LT #uranium forecast to $85/lb.
👉Spot hovering at $76/lb.
👉Term remains steady at $82/lb.
👉According to UxC, fall demand has hit the market starting with a 🇺🇸 utility submitting a term request for 2.5M lbs with delivery between 2027 to the 2030s.
#U3O8
HoldCo. Markets (@holdcomarkets) 's Twitter Profile Photo

We’ve appropriately updated a small part of the office boardroom to better reflect the current vibe in the city. #worldseries #bluejays #toronto #letsgobluejays #fallinthecity 👏💪🤞

We’ve appropriately updated a small part of the office boardroom to better reflect the current vibe in the city. 
#worldseries #bluejays #toronto #letsgobluejays #fallinthecity  👏💪🤞