$PDN 🇦🇺 "We have since signed 2 agreements with the 𝘁𝘄𝗼 𝗸𝗲𝘆 First Nations in that area, which was a big win, particularly because of some of the white noise around the First Nation support." $PDN is not considering Métis Nation–SK a "key" player. youtu.be/k-tQ_FXQETA?si…

Awful Thoughts No I think the rule would be when praise kek publicity announces he took his L on GLO and flipped the book to NXE. Then you go max long GLO. 😂 /Sarcasm.

ARUP's 🇦🇺 Proterozoic alkaline‑igneous filter outlines where tiny melts of metasomatized mantle, rich in uranium, Th & HFSE, ascended along deep lithospheric faults. Almost every unconformity uranium prospect or mine lies within or on its edge, validating it as a fertility guide.

$PDN's PLS uranium project is hereby officially declared dead for the coming years. I've been the only one hammering on the huge misstep $PDN made befote acquiring it, and how $NXE outsmarted $FCU during the permitting process in an extensive research note posted in 2024. RIP 🪦

Hey Grok, who was the most sociopathic, overpromoting, overpaid, yacht-flexing, red-flag-magnet of a mining exec to lurk my profile in the last 3 years? Tag their handle with the @.

How are you dealing with this? $FCU expected a permit before Q4 2024, it's nearly Q4 2025 and still silence. Your CEO brushed off Indigenous concerns as “white noise.” Is it still just noise, or are approvals quietly stalling? Shareholders deserve some clarity on this matter...

Great exploration podcast. Ahmad is a 💎 Two standout points: 1. Successful entrepreneurs often share traits with psychopaths. 2. Exploration needs more autocracy, less bureaucracy, “If you want to find an island, you have to get in the ocean and get wet.”

Bushels 🌾 Barrels 🛢 & Bullion 💰 It's good to be right. It's good to make money. It's good to be right and make money. It's better to make money than be right. But it's better to be right with yourself than make money. The last one doesn't belong in capital markets :-)

Will Captain Ahab catch the great white uranium whale, or will Moby Dick drag him down under? This tale isn’t for the faint-hearted; it's driven by obsession, high risk, and the possibility for immense reward. Harpoon season has opened, and there’s movement beneath the waves...

And just like that, the Trade Wars are over, and people are bearish at ATHs. What could possibly happen next?

Chop chop 🦀 🦀

Neither the uranium market nor $PDN holders seem to grasp that the 9.1 Mlbs p.a. (10-year mine life) from PLS 🇨🇦 likely won’t reach market before the ~2040s. This isn’t just routine benefit agreement talks. There are deeper hurdles. 91Mlbs are effectively taken hostage...

The real issue with $BOE 🇦🇺 is the lack of aggressive M&A when the stock was expensive. Jabiluka fell through, $LAM (Westmoreland) is solid but only 19% owned, $EU’s OK but not a game-changer. That missed window just made every future acquisition more expensive.

$BOE 🇦🇺 lost nearly US$400M in a single day, cutting its market cap from ~US$927M to ~US$530M. That alone could’ve secured a 25% JV in DASA 🇳🇪, adding ~1Mlbs p.a. from H2 2026, scaling to 2Mlbs post-expansion. Jurisdiction risk? Sure. But now? Lost US$400M and gained zero growth.

Ok, so let me get this straight. None of the ISR restarts have gone to plan, every one’s disappointed. But $DNN shareholders and utilities belief a greenfield ISR project in Canada (never done before) will sail smoothly and deliver 41.9Mlbs in 5 yrs @ 8.4Mlbs p.a.? OK 👍

Every single uranium ISR restart failed expectations. Canadian greenfields are at least 6 years out of 1st production. US companies barely producing a few barrels of yellow cake. Orano lost Niger. Costs are rising. Cigar Lake slowly depleting... Meanwhile, somewhere in Namibia:

Europoors 🇪🇺 reading the terms of the US - EU Trade Deal:

$CCJ's Grant Isaak when asked by TradeTech about $DNN's freeze-wall in-situ recovery (ISR) and surface access borehole resource extraction (SABRE) to improve the economic efficiencies of their proposed operations. Pay close attention...

Niger 🇳🇪 🤝 🇷🇺 Russia Rosatom signed an MOU nuclear power plant deal.