This guy 🤡 #uranium #nuclear

$DYL is valued at $1.4 Bil AUD and $BOE $1.32 Bil AUD. Historically $BOE always had a higher MC. DYL sitting on $231 mil in cash. BOE tbd as awaiting latest qtr report. Who’s got the future upside from today on a 2-3 year time horizon?

$BOE Boss Energy Ltd reporting a solid re-start of the Honeymoon project with commercial production announced and a C1 cash cost of US 23-25 /lb of #uranium They remain on track to meet FY25 production guidance 👍

$BOE or $PDN at current prices for a multi year hold #uranium Both ramping up, heavily shorted, way down from 52wk high, strong cash balances & surprised to the upside in their latest quarterly.

IMO if I was betting on a large T/O or merger, I recon $NXG and $PDN will merge at some point in the next two years or so… #uranium

Bodes well for $UUUU with #Uranium, #RareEarths and #Vanadium. Also I think we might be getting closer to $ISO currently banner Cloes Hill project - largest in USA. If that can get over turned, ISO transforms itself overnight

100k into a basket of #silver & #gold stocks for a 2-5 year hold. Preference on producing or near term producers, leveraged plays and big deposits (if in exploration). What are you picking for the best risk reward plays and why?

Added 187,500 shares of $LOT here…. Down 12% either a rebalance or no news?#uranium

Solid quarterly report from Boss Energy Ltd. $BOE currently ahead of production guidance and below production costs. Positive cash flow generation. Shorts remain at 26%! #uranium

⚡DRILL ALERT⚡ 🇨🇦 5.33m @ 5.70% U3O8 (AuEq: 107.82 g/t) Energy Fuels Inc. $EFR.TO ▪ Project: Pinyon Plain - USA (Arizona) ▪ Price: $6.27 ▪ Mcap: $1.3b ▪ From depth: 43.282m Download DrillAlert in the App stores!

Buying when $BOE was +25% shorted was ballsy but turned out to be on the right end of the trade. Interesting to see where this thing might be when back at a normal short level #uranium

$DYL valued at more than $BOE is interesting. Mines are years down the track and require triple digits ($100 or so) term contracts. $BOE only successful restart to date. Then $LOT is valued at 30% the MC off BOE… selling $DYL buying more $LOT

To be clear…. For $1 Billion USD you can get $DYL or for the same price, ALL THREE… $LOT $BMN and $EU 🤯

Do we know why #asx #uranium names getting smashed and Nth America are going ok? Besides $BOE issues which should be positive for other miners as there is hypothetically less material available for the future….