Al Klein

@capnek123 @tdlamb @MyriadUranium Copper Mountain, if the Phase 1 and 2 drilling projects prove earlier results by Bendix and Union Pacific, will prove to be one of the most significant uranium deposits in the US. If Myriad is involved in the DPA consortium, this will provide significant funding.

I talked to @tdlamb, CEO of @MyriadUranium yesterday. A “Massive” U.S. Uranium Asset?! Myriad Uranium (CSE: M) Watch now⬇️youtu.be/M9YFrUxLuuI?si… $M $M.CN $MYRUF #uranium #nuclearenergy

@Simi_2210_ 40

90% people get stuck at 7 can you solve it?

@LaramideRes Energy security will be the next big driver for the uranium bull market. However, US utilities still do not understand this and will be left scrambling for U pounds as 2030. We are still not at replacement rates, and the current supply/deficit of ~40M lbs. will grow larger.

👏 An interesting perspective from Colin McLelland of Petra Capital (Australia) linking current geopolitical events to the future of energy. ⚡ He notes how disruptions to global oil and gas supply chains are once again bringing energy security to the forefront, with #nuclearenergy standing out as one of the few sources capable of delivering long-duration, stable supply. Two points in particular that stand out: #Uranium’s unique characteristics allow countries to store years of fuel in a relatively small volume, reducing reliance on fragile global logistics; and if history is a guide, periods of energy shock have historically led to accelerated nuclear deployment and #uraniumdemand growth. 🦉 In this context, the ability to advance uranium projects through clear permitting pathways becomes increasingly important.

@Simi_2210_ 179

If you solve this, you’re different Can you solve ?

🧐Kazakhstan/KAP - sulfuric acid gefira.org/de/2026/03/23/…

@TheMoneyApe @BuxShahnawaz C

@BuxShahnawaz Right, even with foreign partners, Qatar bears the brunt when its LNG infrastructure gets hit.

🚨 QATAR REJECTS IRAN CLAIM🚨 QATAR’S PRIME MINISTER, SHEIKH MOHAMMED BIN, SAYS IRAN’S ATTACKS WERE NOT ON U.S. ASSETS. CALLS THEM A DIRECT STRIKE ON QATARI GAS & LNG FACILITIES THAT’S A KEY SOURCE OF NATIONAL INCOME. QATAR LOST OVER $20 BILLION. QATAR MAY LOSE… Show more

@HumanUpgrade_ Y you

4. Kiwi High in serotonin, antioxidants, and folate. Studies show eating 2 kiwis before bed can improve sleep onset, duration, and quality. Best taken 1 hour before sleep.

You sleep 8 hours every day, but still wake up tired. Deep sleep heals fatigue, resets your body, burns fat, and cleans your brain. Here are 7 natural foods that can help you finally sleep like a baby tonight: 1. Banana

@capnek123 @NakedHedgie Listen to Brent Johnson (Dollar Milkshake Theory) rather than this guy. I have heard Krainer's arguments on Brics and BTC taking over for years now. Never has happened and never will.

Take 30 minutes of your time👇 Europe’s ENDGAME Revealed: Financial Collapse and BRICS Takeover - Alex Krainer (@NakedHedgie) Watch here: triangle-investor.com/interviews/bri… #geopolitics #digitalcurrency #debt #economy #financialcrisis

@quakes99 John, I applaud your sound and logical reasoning here. If I interpret the law banning Russian EUP, with end date of Jan 2028, then we have roughly 2.5 years to increase Russian imports (if a peace deal is reached and all waivers granted). This law will not be repealed imho.

🤔If U suspect that today's sell-down of #Uranium #mining #stocks is due to traders thinking that a potential peace deal between #Ukraine & #Russia will somehow flood the market with Russian uranium, then this post is for U!👇😯 The OPPOSITE is true!⚠️ Peace is bullish for U!🕊️🐂

@quakes99 Why so heavily weighted in the SMR companies, that realistically have at least 5-7 years of development and commercialization effort before operation? NuScale, in particular, had a disastrous performance with the UAMPS project, and looks vulnerable to price decline.

⚡️With its July rebalancing completed⚖️✔️ Solactive today released the final % weightings assigned for #stocks now included in its Global #Uranium & #Nuclear Components Total Return Index tracked by Global X ETF $URA, Effective 1st August 2025📊⚛️⛏️🤠🐂👇 solactive.com/ordinary-rebal…

@SAValueInvestor Right now I have been holding SBSW since the 4’s. Also ANGPY, Valterra. Not sure I want to trade on the JSE.

Companies on the JSE ALSI with the lowest forward P/E ratios: Some interesting names that appear cheap but there are those that probably deserve the low multiple! Despite the 147% rally YTD, Sibanye $JSESSW still sitting on a 4.9x forward P/E. Who you holding/buying?

@quakes99 Awesome! Keep sober though. We need your uranium expertise!

@AlKlein10 🤠🍻

@quakes99 Enjoy the beer, John. Prague is a great place-- been there several times.

@RonStoeferle I agree. Front covers on major magazines are usually bad for the underlying stocks. Might be a turning point.

Not good.

@musk_news13 5

@GuntherEagleman @SenatorSlotkin Yes, I approve of DOGE.

.@SenatorSlotkin wants to know if you approve of DOGE. Let her know. She's tagged and will see your response.

@quakes99 Excellent analysis, John. The increasing long term price, coupled with record highs for both conversion and enrichment SWU prices, will inevitably drift down to the U308 phase of the nuclear fuel cycle. Current Spot prices are unsustainable, and will need to go up in 2025.

💥TradeTech's December year-end Spot #Uranium & #Nuclear fuel prices continue to signal incoming demand🌊 that will push #U3O8 prices higher!📶💲🏄 ⬇️#U3O8 slid $3.75 to $73.50/lb ⏫enrichment SWU spiked +$15 to a new record $195 high🌋 ⏫Conversion spiked +$8 to a new all-time record high of $97/KgU🌋 TradeTech's Long-term #U3O8 price held firm at its 16-year high of $82🌋 (tho UxC's fell by $2 to $79) Remember!🎗️#Nuclear utilities normally sign contracts for the manufacture of #Uranium fuel⚛️🏭 starting with Fuel Assemblies then working backwards thru enrichment SWU, Conversion then finally mined #U3O8 needed to feed the whole cycle as the last domino to fall in the contracts signing chain.🔗⛏️👇 📈Soaring enrichment SWU and Conversion prices to all-time industry highs🌋 confirm that the price wave is continuing to flow towards the #U3O8 stage of the fuel cycle chain.🌊⛏️🛒 As Cameco's Grant Isaac has reminded us many times, we've not yet seen the full demand wave in Spot & Term #U3O8 volumes associated with all the new enrichment & conversion contracts signed over the past 3 years. It's coming...🏄 👉Record high prices across the Nuclear fuel cycle continue to signal rising demand and upward price pressure for mined #U3O8 for years to come📶🗜️ with contract volumes still nowhere near replacement-rate levels while circa 2.1 Billion lbs of fuel demand needs to be covered by new contracts out to 2040.🐳 Then add in the unexpected new #Nuclear fuel demand being added by the massive build-out of #AI data servers that need 24/7 reliable #CarbonFree electricity.⚛️⚡️🔌💻🤖 😃Bottom line: We're still in the early days of an unfolding long-term uranium bull run.⏳🤠🐂🏄‍♂️

@capnek123 @lawse None of the negative points in the Fuzzy Panda short report were addressed in this video, which was basically a marketing ploy. ASPI needs to address each specific point before it gain credibility.

ASP Isotopes update with Paul Mann & @lawse👇▶️ $aspi #uranium #nuclearenergy us02web.zoom.us/rec/play/7DnXV…

@ClayDMontgomery @yilmazu3 @rekurencja What ASPI has done is to improve upon the laser focusability from the AVLIS technology, and reportedly has shown scalability to a commercial process  that might be viable in 5 years.  2026-2027 is not a realistic target for commercial production of HALEU. Silex is ahead here.

@AlKlein10 @yilmazu3 @rekurencja Fuzzy Panda alleges that Ocean Wall received "high banking fees" for their bullish research on ASPI. Do you think that making HALEU, instead of LEU, could make AVLIS economic at scale?

Fuzzy Panda Research has just released a devastating Short-Sell report on ASPI. There are some errors in their report, but I agree that ASPI's claims about using QE for HALEU production are suspicious. ASPI really needs to provide more detail on how their Quantum Enrichment (QE) technology is actually different from the 20-year old AVLIS approach. And Panda's claim that a "TerraPower Former Executive said the MOU with ASPI is “non-binding” and came at Zero Cost to TerraPower." is particularly interesting. @FuzzyPandaShort #Uranium #Nuclear #SMR $SLX.AX $CCJ $LEU $ASPI fuzzypandaresearch.com/aspi-honig-ste…

@ClayDMontgomery @yilmazu3 @rekurencja Have you seen the research writeup on ASPI from Ocean Wall? They seem to have a high regard for the company and are actively supporting it. I am familiar with AVLIS, having worked in Oak Ridge. The technology was demonstrated, but proved to be not economic at scale.

ASP is their current tech. But, ASPI's claims about using QE for HALEU production are suspicious. ASPI really needs to provide more detail on how their Quantum Enrichment (QE) technology is actually different from the 20-year old AVLIS approach. AVLIS works in a lab. Maybe the high price of ytterbium makes it economic.