Matthew Gordon

I feel about my uranium investments of 4 yrs ago and still holding, the way I do about my 2023 Christmas present (to myself). Anyone else? ⁦@quakes99⁩

After the spectacular result from drill hole #22, Merlin Marr-Johnson and Gilberto Schubert talk about the geology and the next steps in the exploration program. Go Explorers. Go Fitzroy. Go Copper. $FTZ $FYZFF #copper

“We acquired the Angilak Uranium Project just one year ago. Since that time we have taken many steps that have substantially de-risked Angilak...” – Troy Boisjoli, CEO $SASK $SASKF #uranium → For more information and important disclosures → athaenergy.com/independent-re…

Canada’s first-ever in-situ uranium mine is on track! @DenisonMinesCo is advancing the Wheeler River Project, targeting first production in early 2028. A major step for #uranium and #nuclearenergy! ⚡🔋 cruxinvestor.com/posts/denison-…

Shifts in the #uranium market favors companies with assets in politically stable jurisdictions. We are positioned to develop Angilak into one of North America's most significant uranium deposits $SASK.V $SASKF → Article by @CruxInvestor → cruxinvestor.com/posts/uraniums…

The Ukrainian ambassador covered her face when Zelensky CONTINUOUSLY tried speaking over Trump and Vance in the Oval Office She knows it’s ALL over. Great job, Dictator Zelensky

“We had a very meaningful meeting in the White House today. Much was learned that could never be understood without conversation under such fire and pressure. It’s amazing what comes out through emotion, and I have determined that President Zelenskyy is not ready for Peace if America is involved, because he feels our involvement gives him a big advantage in negotiations. I don’t want advantage, I want PEACE. He disrespected the United States of America in its cherished Oval Office. He can come back when he is ready for Peace.” –President Donald J. Trump

President @realDonaldTrump is the Commander-in-Chief

Uranium supply is lagging demand—big time! ⏳ Miners can’t ramp up fast enough, and utilities haven’t secured enough fuel. Expect a supply crunch & price surge ahead. #NuclearEnergy cruxinvestor.com/posts/global-u…

Nuclear Renaissance = Uranium Boom 💡🔋 With long-term uranium prices at ~$80/lb, @Lotus_Resources plans to produce at $45/lb, securing strong margins 💰⚡️ Targeting first production Q3 2025. cruxinvestor.com/posts/fully-fu…

Copper Bottomed: Copper Bottomed: Cash-Rich Copper Explorers Soar While Major Miners Play Safe. Tune in to another episode of ceo @merlinmj71’s where he discusses his criteria for what makes the share price of an Exploration and Development resources company go up. 🌏Large scale exploration potential 🌏Momentum and news-flow (cash helps) 🌏Discovery 🌏Low capital intensity prognosis. youtu.be/LLUsQcBTWu0 $FTZ $FTZFF

Silver is Back cruxinvestor.com/posts/now-may-… #silver @MoshiGordon @VizslaSilver @SierraMadreSM @AdriaticMetals @SilvercorpSVM @NewPacific_ @EDRSilverCorp

Hot Chili (ASX:HCH) Major Copper-Gold Discovery, Large Scale Appeal Game-changing discovery for the team at Hot Chili. cruxinvestor.com/posts/hot-chil… @MoshiGordon #copper @HotChiliLtd $HCH

China is running circles around us. Nuclear sector needs a Federal Catalyst. The US #nuclear industry appears positioned for potential increased federal support, signaling a shift that could create opportunities in the nuclear supply chain and advanced reactor development sectors. Current market dynamics show #China and #Russia dominating the global nuclear export market, with Russia offering particularly competitive financing terms and fuel cycle services, while US domestic nuclear capabilities have deteriorated. This suggests potential for significant capital deployment in supply chain restoration, with multiple advanced reactor prototypes expected to become operational in the 2030s, though market viability remains uncertain. Several key investment implications emerge from these developments. Strong signals of increased federal funding and support could benefit companies throughout the nuclear supply chain and advanced reactor development space. The combination of growing global electricity demand and energy security concerns may drive long-term commercial viability, while the DOE's @ENERGY renewed focus on nuclear exports could open new markets for US nuclear technology companies. Policy catalysts include the new DOE leadership's prioritization of nuclear development and exports, an emphasis on "American energy dominance" that could accelerate permitting and deployment, and a comprehensive R&D portfolio review that suggests potential reallocation of federal resources. However, investors should consider several risk factors, including uncertain timelines to commercial viability, high capital requirements, international competition from state-backed entities, and regulatory uncertainty. The appointment of new Energy Secretary Chris Wright is particularly noteworthy for investors, given his background in both energy (@LibertyFrac ) and advanced nuclear (@oklo ). This dual experience suggests a business-friendly approach to nuclear development that could prove advantageous for cross-sector collaboration and practical deployment strategies. Companies to watch include advanced reactor developers, nuclear supply chain manufacturers, engineering and construction firms specializing in nuclear projects, and companies with nuclear fuel cycle capabilities. The sector merits close monitoring, particularly for long-term investors interested in energy infrastructure and advanced technology. The combination of federal support, energy security concerns, and growing electricity demand could create favorable conditions for well-positioned companies in the nuclear sector, though careful due diligence will be essential given the industry's complex regulatory and technological landscape. @MoshiGordon #uranium @Energy_Fuels @Ur_Energy @enCoreEnergy_EU @PEN_Energy @IsoEnergyLtd @athaenergycorp @AtomicCorp @PremierAUranium

Gold Investment Demand is 95% of New Supply Gold investment demand is projected to consume an unprecedented 95% of mine supply in 2025, up from 82% in 2024, driving prices to potential new heights. Citi Bank forecasts #gold could reach US$3,300 per ounce by Q4 2025, representing a 15% increase from the current record of $2,870/oz and nearly double the price from 3 years ago. Central banks have emerged as significant buyers, maintaining purchases above 1,000 tonnes annually for three consecutive years. This trend reflects growing efforts by non-aligned governments to diversify away from dollar reserves and hedge against inflation risks from expansionary monetary policies. Recent market dynamics include reports of gold shortages in London as metal flows to meet U.S. demand, though some analysts dismiss these claims. A more intriguing development is the potential revaluation of America's 8,133-tonne gold reserves at Fort Knox, currently at a low book value of just $42/oz, as reported by the Financial Times. Citi maintains a bullish outlook, citing physical fundamentals as the primary driver. Their analysis shows that when investment exceeds 70% of mine supply, prices typically rise to discourage jewelry demand and stimulate mine and scrap supply. While their model suggests prices could exceed $3,300/oz, their base case projects trading between $2,900-$3,000 over the next 6-12 months. However, investors should note historical precedents for sharp corrections. The 1980 rally to $700/oz was followed by a decline to $315/oz in 1982, while the 2011 peak of $1,855/oz preceded a drop to $1,055/oz in 2015. Current market enthusiasm notwithstanding, these historical patterns warrant consideration in investment decisions. @MoshiGordon @GMiningVentures @ArisMining @AlkaneResources @DundeePrecious @PerseusMining @Serabi_Gold @FirstMining @WestRedLakeGold @Cabral_Gold @americas_gold @AlamosGoldInc

Absolutely F**king Unacceptable @HarmonyGoldNews Your institutional shareholders should be embarrassed. February 05, 2025 Loss-of-life incidents at Harmony’s Doornkop and Joel Mines November 29, 2024 Loss-of-life incident at Moab Khotsong mine May 22, 2024 Loss-of-life incident at Phakisa mine May 03, 2024 Loss-of-life incident at Doornkop mine May 02, 2024 Loss-of-life incident at Mponeng mine January 05, 2024 Loss-of-life incident at Mponeng mine October 06, 2023 Loss-of-life incident at Harmony’s Tshepong North mine September 06, 2023 Loss-of-life incident at Harmony’s Kusasalethu mine May 02, 2023 Loss-of-life incident at Harmony’s Kusasalethu Mine March 24, 2023 Loss-of-life incident at Harmony’s Kusasalethu Mine March 08, 2023 Loss-of-life incident at Harmony’s Tshepong North Mine December 19, 2022 Loss-of-life incident at Harmony’s Kusasalethu mine August 15, 2022 Loss-of-life incident at Moab Khotsong June 16, 2022 Loss-of-life incident at Kusasalethu May 09, 2022 Multiple loss-of-life incident at Kusasalethu March 14, 2022 Loss-of-life incident at Doornkop December 15, 2021 Loss-of-life incident at Mponeng December 13, 2021 Loss-of-life incident at Kusasalethu November 02, 2021 Fatality at Doornkop October 22, 2021 Fatalities at Kusasalethu September 02, 2021 Fatality at Mponeng August 06, 2021 Fatality at Moab Khotsong July 16, 2021 Fatality at Tshepong South March 16, 2021 Fatality at Moab Khotsong mine February 04, 2021 Fatality at Target mine January 28, 2021 Fatality at Phakisa mine January 14, 2021 Fatality at Bambanani mine. (We stopped here, but you get the gist. It scans like Harmony thinks staff are expendable assets) @vaneck_us @BlackRock @Vanguard_Group @OldMutualSA @OldMutualLtd @ninetyone_sa @SanlamInvest #Gold @MoshiGordon @BlackAlex58

87% Increase in Copper Demand Forecast: But Risks Emerge Recent analysis from Macquarie Bank @Macquarie indicates a significant upward revision in copper demand forecasts related to AI data center infrastructure. The bank has increased its 2030 estimate from 200,000t to 330-420,000t of additional copper demand, representing an 87% increase from their May 2024 projection. This demand is split between two main areas: ▪️Power infrastructure: Expected to require ~155,000t of copper by 2030, driven by power capacity growth from 77GW (2023) to 334GW (2030) ▪️Internal data center usage: Projected to need 175-265,000t annually by 2030, primarily for intra-rack and between-rack connections While major tech companies have announced substantial investments in AI infrastructure (@Microsoft : $80B, Meta: $60-65B for 2025, US Stargate Project: $500B over four years), recent developments suggest potential moderation in growth expectations. A key development is @deepseek_ai 's introduction of their R1 large language model, which achieves comparable performance with significantly lower processing power requirements. This technological breakthrough has important implications: ▪️Triggered a 17% drop in @nvidia 's share price (approximately $500B market value loss). ▪️It may reduce demand for critical chipmaking materials (gallium, germanium, high-purity silicon). ▪️Could potentially slow data center construction rates and associated copper demand. Important considerations for investors: While copper demand growth remains positive, technological innovations like DeepSeek's could moderate the pace ▪️Power infrastructure represents a more stable demand driver than internal data center usage ▪️Fiber optics are increasingly replacing copper for high-speed data transmission (800Gb/s) ▪️Macquarie's analysis doesn't yet factor in DeepSeek's potential impact, suggesting further revisions may come This evolving landscape requires investors to closely monitor infrastructure buildout plans and technological developments that could affect material intensity in AI applications. @MoshiGordon #copper #uranium #nuclear #NuclearPower

This may help... cruxinvestor.com/posts/your-gui… @MoshiGordon

Really pleased to speak about Muntanga with @MoshiGordon from @CruxInvestor. Muntanga is a simple, lowopex #uranium project with export routes to Western & Eastern Markets, forecast to start producing in 2028. $GXU $GVXXF #mining #Africa #nuclear bit.ly/3WE7kVl

What the actual... The @BBC charges UK television owners for a TV Licence to pay for its programming and running costs. Fine. It has always been thus. However, it now apparently takes money from donors (who presumably definitely don't influence agenda and content because that would be unprincipled and immoral!!!).