bernmeister

@AkibaLeisman @sizzler151 Thanks sizzler151 for the reminder, mission now accomplished!

@sizzler151 Thanks for the vote! I think that’s the right range. We had to requisition a list for Nasdaq (and this vote), but it’s hard to see through CDS clearing.

$mko.v Just got my voting package in the mail and voted for the Mt. Hamilton acquisition & Mr. Parsons. Which got me thinking, how many shareholders would a company like Mako have? 1K, 5K , 10K.... I have no idea what a reasonable guess would be. Any ideas out there?

@stokdog Cannot figure out why UEC would the outlier here!

Uranium gains are accelerating 🐂

@WilliamLaceyYYC @energyburrito Why would someone exercise 0.80 warrants with more than 2 years of time value

@energyburrito Let’s not forget that ~60mm warrants at $0.80/sh are now in the money and represent potential proceeds to $GLO of almost $48mm if exercised. The potential funding gap is not as wide as some think x.com/WilliamLaceyYY…

Got $GLO? Love, Burrito

@matthwi The delisting was today on the TSX

$gxu, price halved today quickly before close. Anyone know what's going on?

@5thgenfinance Cameco divests US ISR assets on Care and Maintenance to $EU, $UEC, $OKLO or $LEU

🚨 URANIUM M&A BOMBSHELL 🚨 Our model (85% accuracy) screened 11 uranium juniors... 9 scored "VERY HIGH" for acquisition in next 18 months. 82% takeover rate. 3 targets with 50%+ premiums 🧵👇 $GLO.TO $AGE.AX $EL8.AX Here are the top 10 acquisitions... (1/18)

@xJahstin @Dodgers Give Kim a shot! Pages post season batting has not been up to snuff

@Dodgers stop putting pages at 9 he’s useless there we need someone at 9 that can get on base for ohtani

Game 2. Tonight's #WorldSeries Dodgers lineup at Blue Jays:

@don_binkyspop @stokdog Mike Nesmitt's mother was the inventor

@stokdog Trivia…what does this have to do with The Monkees?

@UraniumTails Bottom quartile $35 or less while upper eighth of utilities are pushing $89. Note this is Uranium equivalent as some utilities buy UF6 and EUP so legacy contracts are still a big impact keeping down fuel cost

What I know everyone has been waiting for. The uranium marketing annual report eia.gov/uranium/market…

@FreiburgCoffeeC Did utilities actually sell much or did the do swaps, under JPN accounting inventory is held at cost, a sale results in a mark-to-market on the utilities balance sheet?

14/23 🌍 For uranium markets, Japan’s return is a turning point. After years of selling surplus inventories, utilities are BUYING again. Long-term contracts signed at volumes & prices not seen in over a decade. #uranium

1/23 🚨⚡ Japan’s nuclear comeback — 14 years after Fukushima. A story of fear, fuel, and geopolitics that stretches from Tokyo 🇯🇵 to Kazakhstan 🇰🇿 to Wall Street 💵. Let’s dive into the comeback that could reshape global energy 🌍 #uranium #nuclear

@minestockwatch Their ASX hold specifically mentions WAF

Some speculation that the trading halt in $Ore.to is related to the halt by neighbouring West African Resources. Based on WAF disclosure, I don‘t think this is the case…..stay tuned.

@FreiburgCoffeeC Peak White Mesa Production in last cycle was ~1.3M#, max Alt Feed was over 0.9M#

10/ 🧠 Takeaway: Energy Fuels ($UUUU $EFR) has strategic infrastructure, high-grade ore (for now), and optionality in REEs. But the uranium production runway is short unless they secure new feed fast.

1/ 🚨 Energy Fuels Deep Dive — The U.S. Uranium Wild Card A thread on their production reality, mill capacity, and what could make or break their role in the uranium bull market. 🧵 $UUUU $EFR #Uranium #NuclearEnergy #Commodities

@wmthomson22 A synonym for rare is "odd", too bad that label did not get attached to this group of 17 metallic elements

Offering Putin access to rare earth deposits in Ukraine is a pointless idea. Russia has more rare earth deposits of higher known quality than Ukraine. Much like the US, they don't produce more due to technological, financial, and infrastructure constraints and a lack of downstream processing capacity. We can't help them on those fronts, so we have nothing to offer them regarding rare earths.

@J_Hagen1 @capnek123 Wouldn't you wait for the project to be funded, built and up and running before you nationalize it?

@capnek123 Why wont Niger nationalise the Dasa project? Niger gov is either children or indirectly sabotaging GLO financing as more nationalization surely scares banks. Seems like like the perfect recipe for gov to take over Dasa, citing ‘failure to develop’ soon…

Maybe I have Stockholm syndrome but I am still big believer in Global Atomic. With $glo a lot of reading between the lines is needed to understand their position as well as for geopolitical and security aspects. #uranium

@wmthomson22 According to the Jan25 USGS Mineral Report, US exports ~ 25-28% of the Con/Ore we cannot refine and imports are virtually 0, also the DPA thresholds starting in 2027 are already easily met today so no encouragement to add smelter capacity

There is some cognitive dissonance between the stated goal of the copper tariffs and the implemented tariffs. How does a tariff on semi-finished products but not copper ore or cathodes encourage the development of domestic copper production? I would like to see more copper smelters built in the US, but until someone decides to do that (and, in the near term, there is only the Hayden smelter that could be turned back on), why should I build a copper mine in the US?? I have to think through this more, but I am very skeptical. I find myself increasingly of the mind that any government attempts at macro-level puppetmaster manipulation of markets are too high-level to produce predictable outcomes. If they want to achieve some specific outcome (like a US Copper Supply Chain) they are better off just financing the assets' being built.

@stokdog With URA rebalancing this week, expect more volatility as they tend to cause unexpected moves as they change their allocations

@HorizonKinetics Anecdotally, on my last 2 trips to Japan in last 12 months, lot of foreign workers at convenient stores and attended Vietnamese festival in Tokyo, also not uncommon to see people working in their 70's

Everyone seems to believe that Japan's labor force is shrinking. According to the data in the table below, though, that perception is false—and has been false for quite some time. Japan's historically unique and unrecognized resilience in the face of a 30-year period of economic contraction and deflation, as well as its ongoing evolution, both challenge accepted economic theory and are worthy of investigation.

@latinmines What about $OGN.V now that the Triple Flag deal has been consummated?

Up > 30% YTD, but as I exit positions I'm 25%+ and growing cash. Need to find new ideas in new areas that have better risk reward.

@patrickadownes URNJ rebalancing (The Index is rebalanced semi-annually in June and December, effective at the market open on the first trading day following the third Friday)

$BOE in the close today Check out the massive volume candle at 4.10pm today.

@SloCan68 natural resources investments and dry humor every once in a while!

🤔 I am getting a lot of 👀 on me lately. People are trying to figure me out. To help them, and if you do follow me, would you kindly add a comment why you do follow me? 🙏 🧵 👇

@BambroughKevin Definitely not a robot, thanks for your work, I have copy of the 2006 Investing in the Great Uranium Bull Market: A Practical Investor's Guide to Uranium Stocks

I'm posting articles more with allowing commentary from accounts I follow to try to reduce bots. reply below if your human and want to interact. I hope you like this article. It's about spotting big new trends.