Stephen Satkowski

334 posts

Stephen Satkowski

Stephen Satkowski

@sat87127

Katılım Temmuz 2025
49 Takip Edilen11 Takipçiler
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Stephen Satkowski
Stephen Satkowski@sat87127·
I've decided to go "ALL IN" on Global Atomic. Beginning today and into the new year I'll be buying as much stock as I can afford. This will be life changing. $GLO $GLATF #Uranium
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Antonio (Resource Talks)
Antonio (Resource Talks)@ResourceTalks·
Thank you for reading. I wish you a great week ahead, even if you have gingerism.
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Antonio (Resource Talks)
Antonio (Resource Talks)@ResourceTalks·
Every week, I send a free weekly newsletter containing a 5-minute summary of every Resource Talks interview. Here's the lineup from week 13: 1. How Does a $1B Bolivian Miner Manage Risk While Growing? 🔸 @SantacruzSilver $SCZ.V CEO Interview 2. How Hard Is It to Grow a Gold Resource to 3M Oz in Nevada? 🔸 @A2GoldCorp $AUAU.V CEO Interview 3. Is This Copper-Gold Explorer Really Worth The $250M? 🔸 @sanlorenzogold $SLG.V CEO Interview 4. What Does it Take to Turn Drill Hits Into a Mineable Gold Deposit? 🔸 @AwaleResources $ARIC.V CEO Interview 5. What Are We Missing About Mining in Mexico? 🔸 @rivres $RRI.V CEO Interview 6. Is This Time Different For Lithium? 🔸 Chris Williams @zempheth Interview Free newsletter and full interviews linked below.
Antonio (Resource Talks) tweet media
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Anders
Anders@Swedish_uranium·
Most investors still haven’t grasped how big the #uranium opportunity at Copper Mountain really is, and that’s exactly why I keep coming back to Myriad Uranium $M / $M.CN and its partnership with Rush Rare Metals (merger coming up). The combined market cap is currently less than US$40M, yet this project could represent the largest uranium system in the United States. The historical endowment alone is enormous: ~655 Mlbs eU₃O₈ in the broader Assessment Area and ~245 Mlbs in the more defined Control Area, both to just 600 feet, and that’s before considering that Myriad has already drilled grades above historical averages, hasn’t meaningfully tested depth, and is applying modern exploration across a largely underexplored district. This isn’t low-quality legacy data either, it originates from work done by Union Pacific. Since then, the story has only improved. Myriad recently almost doubled its land position and now controls roughly 62% of the Assessment Area and 80% of the Control Area. At the same time, new radiometric data suggests additional undiscovered deposits may exist, and it’s entirely possible the best parts of Copper Mountain haven’t even been drilled yet. This means the area could host > 1 billion pounds! So what’s the disconnect? The market is still valuing this like a small, early-stage project, while the scale points to something much bigger. Even a >100 Mlbs outcome would be highly meaningful for a company at this valuation, and the upside from there is huge. With drilling expected to start soon, this is one of those situations where the opportunity is hiding in plain sight, and investors may simply be underestimating how large this project could become. (Disclosure: I have a commercial relationship with Myriad Uranium. Opinions are my own. Please do your own DD.)
Myriad Uranium Corp. (CSE: M)@MyriadUranium

"Confidence is increasing that we now have one of the largest #uranium projects in the United States.” With strong validation from initial drilling and historic work at Copper Mountain, the scale potential is becoming clear. ⚡ Growing land position ⚡ Historic + new data alignment ⚡ Increasing confidence in core deposits Learn more: myriaduranium.com

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Ed Finley–Richardson
Ed Finley–Richardson@ed_fin·
♥ Just saw two v. juicy new $ECO and $TNK fixtures. ♥
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Stephen Satkowski retweetledi
Anders
Anders@Swedish_uranium·
Who will make the next big high-grade #uranium discovery? Skyharbour Resources (TSXV: $SYH | OTCQX: $SYHBF) gives you exposure to 40+ projects across the Athabasca Basin — not just one drill story, but a pipeline of potential discoveries. That kind of scale is rare among juniors. Now add this: Denison Mines is committing significant capital to fund Skyharbour’s exploration drilling just kilometers from its future mine. When majors double down on nearby ground, it usually signals one thing: 👉 They believe the story is far from over. For a company like Skyharbour, a high-grade hit would be far more valuable next to the Wheeler River Project than elsewhere. No need to build a mill or central processing plant, Denison already has that covered. They just need to deliver strong results, and the strategic fit is obvious. Drilling is ongoing, so stay tuned. Disclosure: I have a commercial relationship with Skyharbour Resources
Skyharbour Resources@Skyharbour_SYH

2026 is shaping up to be Skyharbour’s largest exploration year to date⚛️ Following the closing of our $61.5 million joint venture with Denison Mines at the Russell Lake Project, more than 15,000 metres of drilling are planned, all fully-funded. $SYH.v | $SYHBF Full Interview🎥: youtube.com/watch?v=XO59TN…

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Yellowbull
Yellowbull@Yellowbull11·
Do you all like dominoes? Because this would set off a chain of events that would further exacerbate the myriad of bad effects the closure of the Strait of Hormuz brings to the table for.. well, everyone Allow me to elaborate and strap in, because there is a lot to discuss. When Hormuz was closed, Saudi Arabia has been running its proverbial Plan B at full tilt, pushing crude through the 1,200-kilometer East-West Pipeline to the Red Sea port of Yanbu. Yanbu's oil exports have surged to roughly 3.8 to 4 million barrels per day (what's a 200,000 barrel per day range between friends), a 330% increase compared to pre-war levels. At one point there were at least 27 crude carriers anchored near Yanbu's export terminals, up from 11 just days earlier from what I could tell. The tanker traffic through the Bab el-Mandeb has, no pun intended I swear, exploded as a result, because approximately 70 to 75% of Yanbu's exports are loaded onto VLCCs that must transit southbound through the Bab el-Mandeb to reach Asian buyers. Only about 2 to 2.5 million barrels per day can head north via the SUMED pipeline through Egypt, and that capacity is finite. The rest of it, and bear with me here because this is the critical point, has already been diverted once from Hormuz and would now face the threat of a second chokepoint closure on the very route that was supposed to be the relief valve. This is the part the market is not pricing in. If both of the Middle East's maritime chokepoints came under threat simultaneously, it would disrupt roughly 30% of the world's seaborne oil. And while I want to emphasize the if here, because this remains at the "considering" stage and the Houthis have threatened closures before without following through, the fact that we are even having this conversation while Hormuz is already shut should tell you everything about how poorly positioned markets are. From what I can tell, the domino chain runs something like this and the market is barely pricing in the first domino, let alone the cascade that follows. First domino is oil. Brent closed Friday at around $110 per barrel, but the physical Dubai benchmark, which tracks actual deliveries to Asian buyers, is sitting at $126. That gap between paper and physical is itself a warning sign that financial markets are leaning on optimistic scenarios in my opinion. Second domino is inflation and the Fed, as you can imagine. Goldman Sachs has already pushed its first rate cut call from June to September because oil-driven inflation makes easing impossible. We are of course yet to see this in action, but just take a look at what option markets are pricing in when it comes to Fed rate cut (and hike) expectations, it's not a pretty sight. Third domino is the Treasury market and for those following the MOVE index, which is trading like some hotshot new AI tech co YTD, this comes as no surprise. Higher-for-longer rates mean the government's borrowing costs stay elevated and the deficit trajectory worsens, and this feeds directly into the fiscal reflexivity loop I have written about at length. Equity weakness destroys capital gains tax revenue, which blows out the deficit, which forces more Treasury issuance, which pushes yields higher, which causes further equity weakness. The Dallas Fed has modeled scenarios where a persistent oil supply disruption lasting three quarters could shave 1.3 percentage points off global GDP growth. That's a pretty damn significant hit if you ask me Fourth domino is the shipping and food supply cascade. If Bab el-Mandeb closes, ships would have to reroute around the Cape of Good Hope, adding 12 to 15 days to sailing times and spiking freight and insurance costs across the board, adding further trouble across the board and you can imagine how this all ties into food supply as well, but that’s a story for another day, as I am running low on characters here. A very long story short, I believe markets are severely underpricing the risk of this domino chain
Yellowbull tweet media
First Squawk@FirstSquawk

YEMEN HOUTHI INFORMATION MINISTER: WE ARE CONSIDERING CLOSING THE BAB EL MANDEB STRAIT

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Anders
Anders@Swedish_uranium·
OIL TO $200? Here’s why it’s EXTREMELY BULLISH for #Silver & #Uranium! 🔥 (Follow-up) How long will the initial fear-driven dip last? Not for long if you ask me. These sharp sell-offs on the first wave of oil panic and “risk-off” flows are normal — we’ve seen them in past energy spikes. But history shows they rarely last long in a genuine commodity bull: usually weeks to a couple of months at most, before the inflationary reality sinks in and capital floods back into hard assets. I mean, where would the money flows go? Most investors will not keep their money in cash in an environment of very high inflation. The longer oil stays elevated (or climbs toward extreme levels), the shorter this window feels in hindsight. This dip is handing out a positioning opportunity before the real rocket fuel kicks in. Just my opinion, please do your own DD.
Anders@Swedish_uranium

🚨 OIL TO $200? Here’s why it’s EXTREMELY BULLISH for #Silver & #Uranium! 🔥 Skyrocketing oil = massive cost-push inflation + rising stagflation fears. Central banks may be forced to keep rates higher for longer. But smart money rotates HARD into: • Silver → an industrial powerhouse (solar, EVs, electronics) + a proven inflation hedge. History shows it explodes during commodity booms. • Uranium → nuclear becomes the ultimate winner as nations scramble for energy security and alternatives to oil. Demand surge incoming. Are we heading for a 1970s repeat? Silver and uranium were massive winners back then. The initial fear-driven dip has created a great opportunity to position now, before the rocket takes off. Where to invest? Silver: Established miners like $HL, $AG, and $PAAS should perform well. I also like $HYMC, currently drilling one of the largest deposits in the world, and Southern Silver $SSV, which has strong upside potential. $JTWO is my wildcard, a low-cap company that recently reported bonanza-grade silver samples. Uranium: Major producers $CCJ and $KAP should benefit significantly. $DNN and $NXE are now permitted but may face rising capex due to inflation, still solid picks in my view. $UUUU and $EU could be safer options given current production. Among explorers, I like Skyharbour $SYH, drilling near Denison’s Wheeler River; Myriad Uranium $M.CN, a low-cap company with a project that could host one of the largest deposits in the U.S. based on historic results; and Noble Plains $NOBL, a tiny explorer that recently drilled up to 1.5% grades on a textbook ISR project. Just my thoughts, there are many other companies that could also perform very well. Feel free to share your favorites below. Disclosure: I am a shareholder in most of the companies mentioned. $M.CN, $SYH, $JTWO, and $NOBL are sponsors.

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Anders
Anders@Swedish_uranium·
Any remaining shorts in HydroGraph $HG $HGRAF are getting squeezed today. Interesting things going on in Austin.
Anders tweet media
Kevin Bambrough@BambroughKevin

As @elonmusk loves to point out, solving hard problems creates incredible value. This is likely the world’s hardest problem. I think we may solve it and that solution will come from innovating with $hg $hgraf and its Turbostratic Fractal Graphene variants.

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Jeffersonian
Jeffersonian@RonaldVolusus·
The Honorable Congressman (your representative) I am writing to you as a constituent, a resident of Southport NC, and a retired federal employee. I am bringing to your attention what appears to be a clear case of institutional market manipulation involving HydroGraph Clean Power ($HGRAF), a materials science company currently achieving significant technological milestones. Despite positive fundamental growth, the stock is being crushed by persistent downward pressure that exhibits the fingerprints of algorithmic suppression. Specifically, I am reporting a case of regulatory arbitrage where the very rules designed to protect shareholders are being weaponized against them. The core of my complaint involves the following technical failures: • The Threshold List Paradox: HGRAF has been on the FINRA 4320 Threshold List since February 26, 2026, due to massive Fails to Deliver (FTDs). Under Rule 4320, a mandatory buy-in should have been forced after 13 consecutive settlement days. • The Rule 204 Loophole: It appears institutional participants in the recent C$30M LIFE offering (closed March 5) are being granted a hall pass via SEC Rule 204(a)(2). By claiming "deemed to be owned" status on these shares, they are effectively bypassing the 13-day threshold protection and utilizing a 35-calendar-day extension to maintain naked short positions and suppress the price. • Signs of Manipulation: The current market activity in HGRAF is exhibiting a classic "High-Volume Walk Down." Despite a significant surge in daily volume—now consistently exceeding 5M shares—the price remains artificially pinned. This price-volume divergence, combined with a borrow rate exceeding 15% and near-zero share availability, suggests high-velocity churning where the 35-day loophole is being used to overwhelm natural buy-side pressure. As a retiree who relies on the integrity of the U.S. capital markets, I find it unacceptable that institutional players can use a 35-day delivery window to suppress a company’s value while retail investors are left unprotected. I am formally requesting that your office initiate a Congressional Inquiry with the SEC’s Office of the Investor Advocate to investigate why Rule 204(a)(2) is being allowed to override Rule 4320 protections for $HGRAF. Thank you for standing up for the retail investors of North Carolina.
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Jeffersonian
Jeffersonian@RonaldVolusus·
Received this from my Congressman’s office in response to my constituent complaint yesterday. Good morning, Ronald –   Thank you for sharing this concern/complaint and request for inquiry with our office. I understand your concerns regarding institutional investors and tactics which leave retail investors in the dark or with no available action. Congressman Rouzer has supported legislation, including H.R. 3383 – the INVEST Act, to combat against these practices and allow more access to market data for retail investors.   Regarding HydroGraph Clean Power ($HGRAF) – I will send this information and your concerns to both Financial Services Committee and the SEC for inquiry/response. I will let you know as soon as I hear anything from the agency or committee. Thanks, 
Bubba   Bubba White Legislative Director Congressman David Rouzer (NC-7
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S. N. Gillani
S. N. Gillani@lastisland·
@odedanilo Yes—we exist. Solitude isn’t loneliness; it’s where I breathe best. No noise, no pressure, just my thoughts, my pace. I don’t avoid people—I just don’t need them constantly. Peace feels louder than crowds, and home feels enough.
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Myriad Uranium Corp. (CSE: M)
Myriad Uranium Corp. (CSE: M)@MyriadUranium·
Myriad Uranium has earned 75% of Copper Mountain and is advancing a transaction to acquire the remaining 25%. Nearly doubling its land position, consolidating historic deposits across one of the largest U.S. uranium districts. Explore more: ow.ly/6LVu50Ysl27 CSE: $M.CN | OTC: $MYRUF | FRA: $C3Q
Myriad Uranium Corp. (CSE: M) tweet media
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Praise ꓘeK U⁶⁺→U⁴⁺→UO₂
I keep reading the same replies: $CCJ is just badmouthing projects it wants to take out. Maybe. But you do realize that $CCJ (the only experienced Athabasca producer) has had its engineers fully review these greenfields, right? Tip: When Grant Isaac smirks, it's because he knows.
Praise ꓘeK U⁶⁺→U⁴⁺→UO₂@PraiseKek

$CCJ's Grant Isaac on M&A: He doesn't see anything out there worth acquiring right now. He sees a bunch of overvalued DFS projects that won't come online on schedule or on budget, and "there's a lot of hurt coming to those investors," and valuations will finally make sense again.

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Anders
Anders@Swedish_uranium·
I have no doubt we have a huge #uranium bull market ahead of us. The best way to play it? Why not look at what might be the largest uranium project in the U.S. in the hands of a small-cap junior? Myriad Uranium $M $M.CN recently doubled its land position at Copper Mountain, where the historic endowment is 655 Mlbs eU₃O₈ to a depth of 600 feet within a broader “Assessment Area,” and 245 Mlbs eU₃O₈ to a depth of 600 feet within a more focused “Control Area.” This estimate predates Myriad drilling higher grades and does not take into account deeper mineralization that has already been encountered, and recent radiometric data suggesting several undiscovered deposits may exist (it is very possible the best areas at Copper Mountain still have not been drilled). Could the area host >1 Blbs? Not impossible in my opinion, but even >100 Mlbs as a start would be fantastic for a small-cap company like Myriad. Myriad now controls approximately 62% of the Assessment Area and 80% of the Control Area, as defined in the Bendix report. Drilling is expected to start this spring — extremely exciting, to say the least. Diclosure: I have a commercial relationship with Myriad Uranium.
Anders tweet media
Myriad Uranium Corp. (CSE: M)@MyriadUranium

Myriad Uranium has earned 75% of Copper Mountain and is advancing a transaction to acquire the remaining 25%. Nearly doubling its land position, consolidating historic deposits across one of the largest U.S. uranium districts. Explore more: ow.ly/6LVu50Ysl27 CSE: $M.CN | OTC: $MYRUF | FRA: $C3Q

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Kevin Bambrough
Kevin Bambrough@BambroughKevin·
I have zero doubt the US military will have an intricate partnership with Hydrograph in due course. Once formalized Hydrograph will get a ridiculous market cap as it attracts investment and partnership interest from global companies in every industry. I imagine we will quickly get a market cap on the $50-100 bln range. It’s simply too massive of an opportunity. Too much potential not too. Plus I always go back to how the market gave companies like $gme GameStop a $33.7 bln market cap. I expect absurdity will come to nanotech nanomaterial and hydrograph. I get criticized for sounding so promotional but frankly I couldn’t care less what my critics think. The reality is that it’s an investors job to predict how the market will value a given company and sector. HydroGraph is positioned to be the darling of the graphene and nanotech space. Market cap will be measured in $100’s of billions despite anything the haters want to say and it will also be fuelled by the unimaginative short sellers who are clueless as to the future and importance of 100% sp2 bonding fractal graphene aggregates. This lack of imagination will be result in their demise. The world has been waiting for this material to be perfected since 2004. 21 years waiting. Now it’s here. I expect a mad rush to get involved now. Every single company I contact about exploring working with the materials is immediately seeking to get engaged. It’s simply a must. Innovate or die
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Myriad Uranium Corp. (CSE: M)
Myriad Uranium Corp. (CSE: M)@MyriadUranium·
Nuclear drew record capital & policy support in Q4 2025 — with billions in DOE loans, state investments, and private funding signalling a booming sector. As demand for uranium grows, Myriad Uranium’s U.S. projects are well-positioned to benefit. ow.ly/Kkha50YrObQ
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Kevin Bambrough
Kevin Bambrough@BambroughKevin·
We are winning. Just remember there’s no straight lines. The road between here and $100 a share will be highly volatile. If the management teams executed the road to $1000/sh will still be even higher in vol. All we need to do is focus on the catalysts, contracts, us army, doe, more military, drones, ballistics, Air Force, industrial partners, consumer goods, Nasdaq, gas plant deal and then replicating the Texas gas plant deal in the EU and UK. Etc. more patents. Announcements as to who the major companies are that they are working with. So much to unfold. For me 5000 tonnes and $50b cap is a low bar. Very low bar
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umesh gandhi
umesh gandhi@umesh_gandhi007·
Investor sentiment can be very fickle. A month ago, investors would have been salivating in the notion that Hydrograph could get upto $8+ CAD. Now that its peaked at $11+ only 2 days ago, “investors” are running from the hills when the current price is 25% lower. Can’t win.
umesh gandhi tweet media
pokey white@pokeywhite

@umesh_gandhi007 @devengandhi Oh I completely agree about investor sentiment, at least for some. Look at all the folks that claimed they would be patient, now demanding news. This has happened on every run up. Those who really believe stay. Those who need a fix get bored and leave. Doesn't change anything.

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