Bill S

@uraniumfilledb1 Whales coming in ..or deep pocketed traders..

Wow that’s the biggest cash raise in a while and it’s still barely at any discount to NAV 🫨#uranium

@quakes99 @TheMongrel_Cat Public entities are subject to enormous scrutiny - endless 2nd guessing- cost to play the public game. Go dark do whatever they want without answering media - Xi/Pootin will certainly be in favor. Everybody wins - no one really knows op specs - Qn what arguments against it??

That's definitely still on my #Uranium prophecies tablet.🔮🧙‍♂️ Even more so given recent news that $KAP finds it too expensive to ship to the West, preferring to redirect their exports to China & Russia, and the potential now for Russian to ban shipments of uranium out of St. Petersburg to the West.🗜️

📰Breaking!💥 Another former Kazatomprom $KAP official, ex-CEO Galymzhan Pirmatov, is facing trial in #Kazakhstan, the second manager of world's largest #Uranium miner to be arrested & charged this year.😲 Former CCO Askar Batyrbayev is still in custody.☹️ energyintel.com/00000192-4e06-…

@UraniumEquities Gotta source the Uranium or support programs to do so or program will be a verrry slow crawl waiting on mined Uranium- yes?

TD SECURITIES INC - URANIUM MONITOR: U.S. DOE SEES BIG SAVINGS FOR NEXT AP1000 BUILDS DOE estimates capex for the next AP1000's to fall by ~50% #uranium #nuclear

@AndreasSteno And how many Nuclear under construction/ announced new? Where will they be in 10 yrs and the price Uranium to fuel them all? And will US be playing catchup with its Liftoff program plus DOE LEU/HALEU programs?Then toss in for spice Advanced SMR😎Invest in coal or Uranium or both?

😅

@quakes99 @sprott Views on the low volume last 2-3 days during flywheel?

Pow!💥🥊Today @Sprott Physical #Uranium Trust🏦 issued 1,061,300 shares to raise $21.6 Million🏧💵😃 stacking 100,000 lbs #U3O8🎆🛒 as its NAV rose $34M to $5.47B!💰⬆️ #SPUT now holds $45.3M cash🤯 at a tiny -0.02% Discount to NAV!🤏 Spot: $82.50⬆️🤠🐂 #Nuclear #StackingDay🌊🏄 sprott.com/investment-str…

@AndreasSteno @GavinNewsom @JoeBiden @KamalaHarris What r the #’s?

@GavinNewsom @JoeBiden @KamalaHarris That is a big fat lie. Regards from an Economist

JD Vance just told us to “look at the record” for Trump’s economy. Ok. Donald Trump lost 2.7 million jobs. President @JoeBiden and VP @KamalaHarris have created over 15 million jobs. That’s the record.

@quakes99 @sprott Institutions/whales getting in right at the trigger - smart😎

Ka-ching!🪙 @Sprott Physical #Uranium Trust's ATM is pumping out cash again today🏧💵with a mid-morning volume spike on large buy orders when ticker $U.UN traded above its prior-day $27.51 NAV.🛒🤠🐂 Seems there are large pre-arranged #SPUT ATM trades for when $U.UN hits NAV.😯

@quakes99 @ENERGY If government wants to ensure success for all the est uranium for the LEU program and simultaneously launch a Liftoff endeavor, they r DIW unless they support the mining industry with some kind of programs such as loans / guarantees whatever - otherwise liftoff demand withers.

🎇🎆😲ICYMI.. On June 27th the US Department of @ENERGY issued a US$3.4 Billion Request for Proposals (RFP) for purchasing a stockpile of Low-enriched #Uranium (LEU), the fuel used in the 94 operating US #Nuclear reactors.🛢️⚛️⚡️🇺🇸 The closing date for submission of proposals has been extended to 9 September and a 5th amendment to the solicitation was posted late last week.✍️ Here's an updated deep dive into the amended RFP🧾🤿 to break it down for U:👇 ⚠️The RFP stems from 3 legislative actions taken by the US Congress and signed into law by President Biden: 📜The Nuclear Fuel Security Act of 2023 (NFSA) - Public Law 118-31 📜The Consolidated Appropriations Act, 2024 - Public Law 118-42 📜The Prohibiting Russian Uranium Imports Act, 2024 - Public Law 118-62 📜The NFSA requires the US Department of Energy (DOE) to establish programs to build up stockpile reserves of Low-enriched Uranium (LEU), High Assay LEU (HALEU) for advanced small modular reactors, and US-mined yellowcake U3O8 in order to "support domestic production of low-enriched uranium" and "ensure that, in the event of a supply disruption in the nuclear fuel market, a reserve of nuclear fuels is available to serve as a backup supply" which, as needs arise, will be sold to US reactor operators at "fair market value". 💰The Consolidated Appropriations Act, 2024, provides $2.7 Billion towards funding the provisions of the NFSA. A further $700M is being funded by DOE for a total of up to $3.4 Billion. 🇷🇺⛔️The Prohibiting Russian Uranium Imports Act effectively creates a "supply disruption in the nuclear fuel market" that the NFSA is meant to address, banning all US imports of Russian LEU until 2040, with waivers that DOE can issue up to the end of 2027 for individual reactors where there are no other viable sources of supply available. The ban went into effect on August 11th, but so far only 1 waiver has been made public, a partial waiver to Centrus Energy allowing them to import "already committed" Russian LEU for just the next 16 months until end of 2025. From 2028 to 2040, all Russian uranium imports are banned and no waivers can be issued. **Note that this $3.4 Billion RFP is only for procurement of LEU. HALEU is being addressed separately by DOE.** The $3.4B RFP (Solicitation 89243224RNE000039) seeks to set up Indefinite Delivery, Indefinite Quantity (IDIQ) base contracts with one or multiple suppliers able to provide quantities of LEU that MUST be enriched in the US by expanding or building new enrichment facilities inside the US, and MUST utilize mined/milled U3O8 produced in the US or an allied nation or partner (Canada, Australia, EU). Conversion from U3O8 to UF6 MUST also be done in the US or an allied nation or partner. The LEU purchased by DOE must also be stored inside the US as part of the DOE's Assured Fuel Supply Program.🇺🇸🔒 Details here: fedconnect.net/FedConnect/def… The RFP does not provide any direct funding for construction/expansion of enrichment, conversion or uranium mining operations in the US. All of the $3.4 Billion is expected to be used for direct purchases of LEU produced in the USA. In essence, DOE is asking potential suppliers (Urenco, Centrus, and others looking to enter the enrichment market) to provide proposals for supplying US-made LEU to meet the DOE's requirements. Based on the responses, DOE will award one or multiple up to 10-year IDIQ contracts to the successful bidders. IDIQ contracts are essentially an open contract for the sale of LEU to DOE, who then issue requests from time to time for their specific requirements in terms of quantity, price and delivery dates as needed over the up to 10 year period, likely to run from 2025 to 2035. How much LEU can DOE purchase with $3.4B at today's market prices? In response to a large number of queries by potential bidders as to the quantities and timing of deliveries, the DOE has revealed that its basic plan "assumes the acquisition of 100 MT/yr for 6 years but this estimate will depend on the availability of new production capacity and available funding. DOE desires new capacity to be available as soon as possible." Using the July TradeTech Long-term contract prices for enrichment SWU ($164), Conversion ($40) and U3O8 ($82) to do that calculation with UxC's Nuclear Fuel Calculator using a standard tails assay of 0.30, for a desired LEU (aka EUP) quantity of 100MT (100,000kgU) yields an estimated cost of $3,620 per kgU, requiring 2.67 Million lbs of mined U3O8. The DOE base case would, at today's prices, equate to a yearly $362M in LEU purchases that require 2.67 Million lbs U3O8. Over an initial 6 year plan that comes in at around $2.2B in LEU purchases requiring 16 Million lbs of Uranium feedstock. Using 10 year contracts as cited in the RFP, at today's prices, the total bill hits over $3.6B requiring nearly 27 Million lbs of Uranium as mined U3O8 from US and allied suppliers.🇺🇸🇨🇦🇦🇺🇪🇺 Another way of looking at this is that the US DOE, as a result of the US ban on Russian LEU imports, is investing $3.4 Billion to purchase a large inventory of LEU reactor fuel which it can then sell to US utilities "at fair market value" to replace the supply that would have been coming from Russia if no ban were in place. Between now and 2040, US reactor operators are expected to seek out alternative Western non-Russian suppliers of LEU to meet their needs for reactor fuel so as to end all dependence on cheap Russian sources that have undermined the US Nuclear fuel industry for decades. DOE, in essence, will replace Russia's Rosatom as a supplier of LEU to fill the gaps in Western LEU production that exist today so that US reactors will continue to run uninterrupted now that the Russian Ban has kicked in. Instead of spending an estimated $1 Billion per year to buy Russian LEU, US reactor operators will use those funds to purchase LEU from Western suppliers and the DOE, which will help to ensure the ramp-up of US and allied mining, conversion and enrichment capacity by 2028 when all Russian imports cease in entirety.⛏️🏭🇺🇸🇨🇦🇪🇺🇦🇺 The result is up to 27 Million lbs of new demand being shifted onto US and allied uranium miners who must supply the yellowcake U3O8 feed required by US and allied Conversion and Enrichment facilities to replace lost Russian supply. Whoever is awarded LEU supply contracts by DOE will need to sign new long-term U3O8 supply contracts with US and allied Uranium miners to the tune of up to 27 Million lbs. ⛏️🇺🇸🇨🇦🇦🇺 The Western uranium squeeze is on!🗜️🪗 Hope U find this deep dive helpful.🤿 Good luck with your own research and investments!☘️🌈💰🤠🐂

@quakes99 @ENERGY Wonderful so that clears up the Qn about DOE mining assistance programs- none exist or appear to be planned. As u stated - “The RFP does not provide any direct funding for construction/expansion of enrichment, conversion or uranium mining operations in the US. “ So bullish for U.

@quakes99 @ENERGY The search results do not indicate any specific Department of Energy (DOE) programs solely focused on supporting uranium mining as a feed source for enrichment. The DOE's initiatives, such as the HALEU and LEU programs, primarily concentrate on uranium enrichment….

🤠Yes, I attended today's US @ENERGY #Nuclear Liftoff Webinar🚀⚛️🇺🇸👨‍💻 and now I want to know what's the next notch higher above EXTREME on the #Uranium #investing thesis Bullish meter?🥵🐂😄 ALL of the necessary ingredients are in place to support more than a TRIPLING of US Nuclear capacity: 🛒There's an incredible surge in demand for clean #CarbonFree 24/7 baseload Nuclear #energy to support both decarbonization of the power grid and the unprecedented growth prospects for big tech's #AI & data center expansion... and the giant tech companies have the deep pockets to front the capital needed to enable the next US reactor build-out phase.💰 ⚛️🏗️👷There is now proven technology & experience stemming from the Vogtle 3 & 4 Westinghouse AP-1000 reactor builds in Georgia, as well as a trained workforce and supply chain for the components needed to build multiple copies of that reactor at successively lower costs as more & more units are built. ⚡️🏇41 operating & retired US Nuclear power plants are already licensed to host up to 95 Gigawatts of new large AP1000 and small modular reactors, providing a faster & cheaper pathway for expansion, while up to 174GW of new Nuclear could be added by replacing coal-fired power plants with reactors built at/beside those sites.🏭 💵There's a gigantic pool of financing available from the DOE's Loans Program Office to support restarts of shuttered reactors, new reactor builds, advancement of small modular reactors to support many industries beyond basic carbon-free electricity generation.🌞 ⛏️The DOE is pumping a record $3.4 Billion into boosting domestic #Uranium #mining, conversion and enrichment capability to produce both Low-enriched (LEU) and High-Assay (HALEU) to support expansion of the US Nuclear fuel supply chain for new reactors.🏭🧑‍🏭 To support the plan to TRIPLE US Nuclear capacity will increase US demand for mined Uranium to 156 Million lbs per year, which is more than the entire global mine production this year. The stage is set... the plans are in place.. so we should soon hear about more plans to restart shuttered US reactors, build new AP-1000 reactors supported by big tech companies planning new co-located data centers, build SMR's to support decarbonizing heavy industry and other energy-intensive sectors such as petrochemicals. The upcoming news flow will be life-changing for investors in the Uranium mining space.😎🍸 The future for Uranium investors has never in history been brighter than it is today.😃 Good luck with your research and investments!☘️🌈💰🦄

@TerryPapineau2 Where will U come from - what or are there any DOE programs specifically focused on U mining industry- don’t believe LEU/HALEU programs specifically address the Uranium mining as a feed source.

The info provided on the nuclear commercial liftoff is extremely bullish and demonstrates the US DOE’s commitment to increasing new reactor builds ans shows that building new Vogle units can be done cheaply and profitably. #uranium

@quakes99 @ENERGY I attended the webinar, asked about sourcing of Uranium and in my view sidestepped the question by referring to the DOE Leu/Haleu programs which are intended to incent Fuel chain infrastructure but don’t specifically focus on Uranium mining and Uranium as as feed source.

@quakes99 @ENERGY Qn - what DOE programs regardless of funding source are you referring to that are expressly focused on Uranium Mining? Can u provide a link to the language that focuses on Mining as u state? Thx

@casperj33081634 @PraiseKek Oh but the influencers say they will buy because they have to - BS

@PraiseKek Thoose sneaky bastards.

TradeTech's Treva Klingbiel: "Utilities have been purchasing uranium quietly through off-market deals, rather than public RFPs. This is by design to their advantage, to avoid driving up prices." Who else doesn't want higher #uranium prices, just yet? youtu.be/ilXCOoen8AM?si…

@jessebday @Ur_Energy Thx high level interview that didn’t seem to focus on financial fundamentals like LT contract book and how that might affect rerate of stock price..

CEO of @Ur_Energy John Cash can barely keep up with the outflow of good news on nuclear energy and the #uranium market, and he points out these developing catalysts are being unleashed faster than anyone anticipated. John touches on the production shortfall in Kazakhstan, the historic restart of Three Mile Island, India's nuclear expansion, and breaks down how Ur-Energy is poised to capitalize on the new nuclear renaissance. Ur-Energy Website: ur-energy.com Disclaimer: Commodity Culture was compensated by Ur-Energy for producing this interview. Jesse Day is not a shareholder of Ur-Energy. Nothing contained in this video is to be construed as investment advice, do your own due diligence. $URG $URE #nuclearpower #nuclearenergy

@knarfmartini2 @quakes99 @YouTube High level narratives already heavily discounted.

Vincent Daniel from the big short is incredibly bullish #uranium! He talks about sput, nexgen the impact of AI at the 37:30 mark! @quakes99 more and more folks jumping in! Massive Chinese Stimulus & Election Impacts On Your Portfolio youtu.be/Fnq-SQij5O0?si… via @YouTube

@U3O8TradeTech Any insight into effects on LT contract books perspective??

IsoEnergy Announces Acquisition of Anfield, Securing Expanded Near-Term US Uranium Production and the Shootaring Canyon Mill #Uranium

@capnek123 And any insight as to how the combo will rerate stock price from a LT contract books perspective?

BREAKING NEWS!💥 IsoEnergy Announces Acquisition of Anfield, Securing Expanded Near-Term U.S. Uranium Production and the Shootaring Canyon Mill $iso #aec #uranium #nuclearenergy prnewswire.com/news-releases/…

@knarfmartini2 It’s more high level narratives discounted or ignored in the pricing of miners. Stocks can’t rerate Without financial disclosure in some way of LT contract books - basic finance.

#uranium Let it sink in 14 of the world’s largest financial institutions pledged to support tripling the world's nuclear energy capacity by 2050 Citi, Goldman , Bank of America, Morgan Stanley, Brookfield, BNP, Paribas, Credit Agricole, Rothschild & Co., Barclays and Guggenheim

@capnek123 And the financial fundamentals- contract books - any insights leading to potential rerate? Without it just another consolidation?

Paladin Energy deal for Fission Uranium set to be delayed further as Canada looks into Chinese meddling $fcu #uranium #nuclearenergy thewest.com.au/business/minin…