New Uranium Hope

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New Uranium Hope

New Uranium Hope

@NewUraniumHope

Lurking for 10+ years. Trying to buy when my blood’s in the streets. Hoping to sell when the sky is full of rockets.

United States Katılım Mayıs 2025
25 Takip Edilen337 Takipçiler
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
It says I joined Uranium X.com in May of 2025, but I was here when Alkin started talking stocks over a beer, when Klenda was running Ur-Energy, when Huhn was an Outsider, and before Corgi had his first kid. It’s a beautiful, brutal world, uranium investing
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
@weebabalu It’s over! Coal and wood pellets are the future. Or maybe we won’t need electricity!
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Mike Dugan
Mike Dugan@weebabalu·
#uranium Did someone call off the nuclear renaissance? Asking for myself.
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
About a year later, in March of 2024, S. Roman described $GLO’s financing plan: “The Company is engaged with a Canadian export credit agency and a U.S. development bank to establish a debt facility to finance 60% of Dasa's development costs. The Company has been advised by this banking syndicate that Credit Committee approval may occur in April 2024, followed by final approval by the Board of Directors in June 2024.”
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
Perfect 2023 posts. In early January of 2023, $GLO was over $4 CAD. In mid-March 2023, $GLO completed a bought deal dilutive financing, and the share price dropped below $3. Posts like this celebrated the financing and the chance to buy the dip. In May 2026, a 3x bump from the inevitable (right?!) DFC financing will take investors to…just below (!) the golden dip-buying opportunity.
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
@Stefano_1799 The March 2026 financial statement confirmed that $GLO’s total equity, calculated on a weighted-average basis, increased more(!) than 50%(!) from Q1 2025 to Q2 2026.
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Ste ⚛️🇮🇹
Ste ⚛️🇮🇹@Stefano_1799·
From $GLO Q1 results 🇳🇪 "While all our financing discussions are subject to confidentiality agreements, we intend to issue a news release once we confirm the deal." A subtle hint? 🤔⌛⌚ #GLO #dasa #uranium #U308 #niger #DFC
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
@Stefano_1799 All $GLO investors should read the consolidated financial statement issued at the same time as the press release. Page 3 of the FS discloses the share dilution for just the past year: 293 million weighted-average number of shares at the end of Q1 2025. In 2026? 460 million!
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OfficerOatmeal
OfficerOatmeal@OatmealOfficer·
@NewUraniumHope @GLoffelhardt Where have you heard the 15th? I'm deep in the $GLO baggie life (unfortunate for me) and there is no one expecting May 15th to be eventful. You may be thinking of a Q1 '26 release, which should be out any day now (maybe even today).
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
@ballsmeep @Pigsapple113320 $GLO was about $2.30 CAD in early April 2024. It would be interesting to see a table of all the “dip buyers” of $GLO in the last few years. People were proudly buying “dips” after major dilutions.
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
The median timeline now seems to be mid-May (2026). In March of 2025(!) investors on X were congratulating “Stephen and team” for the inevitable DFC financing which would allow DASA production to begin in 2026. Who knows what will happen with DFC financing (and why is that the only option?!), but I wouldn’t bet on actual production anytime soon.
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John Smith
John Smith@JSmith8286·
@TBirdV does anyone know when DFC will announce? will it be in june? most thought it was in march and clearly everyone was wrong including myself
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TBird
TBird@TBirdV·
$GLO can't get past its 50 DMA. One where I got the sell right at least for now. Can it turn around? Yes but the junta is a constant weight and the jurisdiction is no longer trustworthy. #SundayCharts #Uranium
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
Yes, getting drummed yellowcake from one of the most geopolitically challenging jurisdictions to utilities will require a lot more than just financing, but it’s hard to argue against someone who is speculating on a 2x or 3x bump if and when the DFC announces it will finance DASA. (It’s doubtful that such financing alone would be sufficient to get DASA all the way to production.) It’s not financial advice, but any investors lucky enough to have their $GLO $GLATF positions double or triple any time soon might want to listen to the old Steve Miller Band song, “Take the Money and Run!”
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Piotr Turek
Piotr Turek@rekurencja·
Most of French media have just been banned in Niger to "preserve peace, social cohesion, the stability of the institutions and army morale" Everyone is going to read into this what they want. I for one believe that the prospects of $GLO.TO $GLO going into production anytime soon are getting more and more remote - regardless of the pending question of financing. Measures impact France 24, RFI, l’AFP, TV5Monde, TF1 Info, Jeune Afrique, Mediapart, France Afrique Média and LSI Africa.
Niger Fr@NigerAr

Suspension de neuf médias français au Niger: L’ONC entend préserver la paix, la stabilité et haut le moral des FDS L’Observatoire National de la Communication (ONC) a, à travers un communiqué publié ce samedi 9 mai 2026, informé de la suspension de neuf médias français au Niger dans le but de préserver la paix, la cohésion sociale, la stabilité des institutions des pays membres de l’AES et de préserver aussi le moral des forces de défense et de sécurité (FDS). Cette décision signée le 08 mai 2026 concerne France 24, RFI, France Afrique Média, LSI Africa, AFP, TV5 Monde, TFI Info, Jeune Afrique et Mediapart, précise le communiqué du régulateur nigérien, explaquant qu’elle fait suite à» la diffusion répétée de contenus et traitements médiatiques susceptibles de mettre gravement en péril  l’ordre public, la cohésion sociale, la stabilité des institutions républicaines des pays membres de l’AES, ainsi que le moral des Forces de Défense et de Sécurité engagées dans la défense de nos pays». Dans le contexte actuel marqué par les défis sécuritaires et les menaces informationnelles, l’ONC rappelle que» la liberté de la presse doit s’exercer dans le respect des lois de la République, de l’éthique professionnelle et des intérêts supérieurs de la Nation» poursuit la source.. A cet effet, l’ONC appelle l’ensemble des médias nationaux et internationaux, les acteurs du numérique ainsi que les leaders d’opinion à» faire preuve de responsabilité, de professionnalisme et de retenue dans le traitement des questions liées à la sécurité, à la paix sociale et à l’unité nationale», tout en réaffirmant son» engagement en faveur d’un espace médiatique responsable, professionnel et respectueux de la souveraineté nationale».

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Flash by StockSentinel.ai
Flash by StockSentinel.ai@SentinelFlash·
enCore Energy Corp $EU is rapidly cementing its position as a leading domestic uranium producer by utilizing low-cost In-Situ Recovery technology to secure the American nuclear fuel supply chain. The firm recently demonstrated massive scaling capabilities by extracting nearly 700,000 pounds of uranium in 2025. Analysts project significant valuation upside as the enterprise leverages its rare licensed processing hubs to capitalize on surging utility demand for carbon-free baseload power. Will the recent shift toward operations-focused leadership be enough to navigate lingering regulatory permitting bottlenecks and sustain this aggressive growth trajectory?
Flash by StockSentinel.ai tweet media
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
You are one of the few thinking about the logistics of producing and transporting #uranium in this part of the world. Most $GLO investors who haven’t been buried under issuance after issuance of new shares and warrants have a simple model: The DFC will finance DASA and $GLO will 2x or 3x. Even with that model, one should wonder why an obscure governmental institution is the best (only?) source of funding to complete such a supposedly fantastic, desperately-needed project? Will DFC financing be sufficient to complete DASA and put yellowcake in cans? And then…is production and transportation in and from Niger really *secure*?
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Piotr Turek
Piotr Turek@rekurencja·
The Sahel juntaland is crumbling under pressure from a multitude of armed factions. At this point it's hard to say what's better from $GLO.TO Global Atomic's point of view. Stuck between a rock and a hard place
Ahmadou Atafa@AhmadouAtafa

Les Forces Armées Libres (#FAL), mouvement armé opposé au CNSP au Niger, annoncent la reprise des hostilités et mettent en garde les autorités nigériennes contre toute implication dans le conflit entre le Mali et l'Azawad. Le groupe appelle ses combattants à rejoindre la lutte.

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New Uranium Hope
New Uranium Hope@NewUraniumHope·
@InTheAssembly Was this chart created by an old AI model? A number of names and tickers don’t match, and why are there shares in the price column??
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The Assembly
The Assembly@InTheAssembly·
Is this the next big investment? Uranium and nuclear stocks just had one of the most violent green days the sector has ever seen. Names up 10%, 11%, 14%, 16%, 23% in a single session. There’s something nobody is talking about. The entire US uranium mining sector is still tiny. You could buy every single US uranium producer combined for a fraction of what one mid-cap tech stock is worth. Meanwhile every hyperscaler on Earth is racing to lock in nuclear power for their AI data centers. – Microsoft restarted Three Mile Island – Amazon bought Talen's nuclear-powered campus – Google signed an SMR deal with Kairos Power – Oracle is building three small modular reactors for 1GW The supply of uranium is constrained. The demand from AI just went parabolic. The sector is still small compared to where the money is flowing. When real capital rotates in here the moves could be violent. Tickers worth knowing: LEU, UUUU, UEC, SMR, OKLO, LTBR, CCJ, URA Smart money is already positioned, but retail hasn't even shown up yet. When we make a new move in the market, we will let you know. Turn on notifications so you don’t miss our alerts, this is VERY important. Many people will wish they followed us sooner.
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
@Beta_Beaker Denison is a great company with excellent management and bright prospects as it brings online a #uranium mine just when the market needs it, but it has nothing to do with the 17 traditional “rare earth” elements!
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Bid Bird
Bid Bird@BidBird10·
Out of ’7 best rare earth stocks’ he managed to give us 3.5 rare earth stocks (UUUU being a hybrid) and 2 of them are absolutely worst of the worst (CRML, USAR). Unfortunately I think there are a lot of people who are paying fools like him money for his ’knowledge’ 💀
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Bid Bird
Bid Bird@BidBird10·
Seven month winning streak in #uranium LT-prices came to an end, as the price remained unchanged at $91.50 in April. Spot price closed the month at $86.35, over $5 below the long term print.
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
Since you wrote this in February, Sprott (John Ciampaglia) has made clear that SPUT will keep buying #uranium even if it reaches its 9M annual limit, just not for 12-month or less delivery. Carry trades will keep the market prices of near- and slightly less-near delivery purchases closely linked.
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John Galt
John Galt@FreiburgCoffeeC·
SPUT has already burned through roughly 61% of its annual #uranium spot allowance. That is the part retail investors are missing. If the market’s loudest buyer is forced to go quiet, utilities may try to wait it out, miners may refuse to blink, and traders may start hunting pounds further out the curve. This is where uranium stops being a simple bull story and becomes a knife fight over timing. I broke down what happens when the machine hits the off switch and why it matters before the tape goes silent.
John Galt@FreiburgCoffeeC

x.com/i/article/2024…

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Uranium2035
Uranium2035@Uranium2035·
A very interesting insight from Justin Huhn (@uraniuminsider): The market sees Cameco $CCJ as the great fuel-security backstop for the Nuclear Renaissance ⚛️ But what happens when the mine lives of its flagship assets start running out? 👇
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Uranium2035
Uranium2035@Uranium2035·
🇺🇸 EE.UU. quiere reconstruir su cadena nuclear. Pero su producción de uranio depende hoy de un puñado de mineras: $UEC, $EU, $CCJ, $URG, $PEN... 💥💥 William Sheriff, presidente ejecutivo de $EU (@enCoreEnergy_EU), acaba de abrir la temporada de compras: "No habrá 8 o 10 mineras. Quedarán 2 o 3 grandes."
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New Uranium Hope
New Uranium Hope@NewUraniumHope·
“But #uranium investors have been saying this for years!” Let’s say you bought $URNM its first day on the market in 2019. (Disclosure: I did!) It listed for $12.50 split-adjusted and closed at $12.90. (You could have bought under $10 split-adjusted months later!) Where is it now? $67? Not bad!
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Uranium Insider
Uranium Insider@uraniuminsider·
Retail watches spot prices while utilities quietly lock in long-term contracts with $150/lb ceilings. In the term market, security of supply is beginning to trump price. When the scramble for uncommitted pounds begins, it won’t climb – it’ll gap up.
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