Jesper Windsmose

Guess this isn’t part of the 95% already sorted out??

@zerohedge Didn't that liar say just the other day that he didn't care about stealing Iran's uranium?

Trump: Iran's enriched uranium will either be turned over to the US or destroyed

WATCH: PM @MarkJCarney says median wealth in Canada is 23% higher than in the U.S. "because we take care of each other."

Uranium demand is structurally inflexible – consumption is "lumpy" due to refueling schedules but is completely predictable due to the baseload characteristics of nuclear generation. Modeling this predictable demand gives incredible edge. $URA $URNM $URNJ $CCJ $U.UN

URANIUM MINERS $URA, adjusted for inflation is still trading 75% below its prior peak. In other words, its price would need to be multiplied by 4 for one to reach this prior level. Meanwhile, it has broken its 2- and 7-year moving averages and is now in a consolidation phase. Remains to break this last resistance. $URNM $KAP

@DeItaone Note: Just as they did before Trump’s insane war. What has Trump cost the world and the U.S. – for nothing!!

IRAN TO OPEN HORMUZ 30 DAYS AFTER US DEAL TO END FIGHTING - NIKKEI CITING SOURCE AFTER AGREEMENT, SHIPS FROM ALL COUNTRIES WOULD BE ABLE TO NAVIGATE FREELY AND SAFELY, JUST AS THEY DID BEFORE DE FACTO SHUTDOWN - NIKKEI

Looking at how miners are trading in the Canadian markets today, it’s one of those days that reminds us of one thing: None of us own enough hard assets. open.substack.com/pub/tavicosta/…

Ontario 🇨🇦 Premier Doug Ford says that "Ontario is investing $236 Billion in infrastructure, most in North America", including Safe, Reliable, Clean, Baseload #Nuclear #Smr Energy powered by #Uranium from Saskatchewan 🇨🇦 -@fordnation @Sflecce @RudyCuzzetto @OntarioPCParty 💪

$EQTY.V $EQMEF - EQUITY METALS The market is pricing Equity Metals (TSXV: EQTY) at US$0.55/oz AgEq for 85.3 Moz AgEq (I+I) — no royalty, road access, proven met, and a team that found Homestake Ridge. Dolly Varden trades at US$2.20/oz. Aya at US$7.30/oz. EQTY sits at a fraction of both. Four vein systems in the resource. At least six more targets outside it. Bonanza hits at Camp (14,035 g/t Ag over 0.3m), expansion hits at No. 3 North (540 g/t AgEq over 3.5m), and an untested porphyry system (Itsit) that could add bulk tonnage. The resource doubled once already — 2019 to 2022 saw a 214% increase in Indicated AuEq — and 2023–2026 drilling hasn't been incorporated yet. The inflection point is now. Winter 2026: 16 holes, 4,200m, explicitly for resource validation and met sampling in preparation for economic assessment. Earl Adit re-access planned. PEA initiation likely late 2026 or 2027. That's the re-rating catalyst — the moment EQTY stops being priced as a pure explorer and starts being priced on economics. At $75 Ag and $4,500 Au, the Indicated resource alone holds US$3.2B in gross metal value. The entire company trades at US$47M EV. Even at a 97.5% discount to in-situ, the base-case NAV is C$0.56 — 84% above today's price. Bull case: C$1.00. Zero debt. C$9.7M cash. Funded through the PEA without a raise. The risk is real — narrow veins, 38-year-old met data, no PEA, and 47% dilution in three years. But the price you're paying already reflects those risks and then some. What it doesn't reflect is what happens when a resource update and PEA land into a $50+ silver market. This is a call option on silver leverage with a real resource underneath it.

$XAGUSD 1D; Michael Oliver says he believes #Silver should reach $300–$500 this summer. If that happens, we're looking at a rapid move of roughly a 100%–161% fib ext move from current levels. History shows it's possible. #Silver surged more than 300% in just 9 months, climbing from $28 to $121. Can it happen again? What are your thoughts on silver's potential this summer? Comment below. 👇 @Oliver_MSA

#inflation is policy 100% true Understand that now and positon accordingly

$XAGUSD / $XAUUSD 3M; Imagine already having profited immensely from the #gold and #silver space over the last 2 years… And yet, we still haven’t seen #silver break its macro 45-50 year resistance against #gold. Notice the 3 touches already. When the 4th touch finally breaks through, the moves we’ve seen so far will look like nothing more than small bumps in hindsight.

#silver to #spx ratio weekly chart bullish falling wedge looks ready to rip R2R

National Hero👇👇

One hundred million lbs. of U3O8e will be required for initial core loads alone for the reactors currently under construction, globally. If you think the Chinese are finished contracting for uranium or buying interest in development projects, you’re not paying attention.

@zerohedge 🤦🏼‍♂️

Shurk: Prominent Democrats Must Go To Prison zerohedge.com/political/shur…

@HormuzLetter @jfhksar88 Trump is despicable. He is everything we teach our children not to be.

BREAKING: Two sources close to Trump's negotiation team say Trump is now completely backing away from the US-Iran deal, under "extreme internal pressure from Israel and its US domestic allies," urging him not to accept Iran‘s terms. After this, Trump posted an image of Mark 84 bomb on a fighter jet, with his signature "Thank you for your attention to this matter" catchphrase stenciled directly on the bomb, on Truth Social. Iran earlier warned already that the agreement "will be completely cancelled" due to ongoing US obstruction on key clauses. The deal that never existed is now publicly collapsing.

@ScottJenningsKY 🤥

🚨After receiving a briefing from a Senior TRUMP Administration Official on the status of the Iran negotiations (someone in the know & not just speculating), I can tell you the following: -USA IS NOT GIVING IRANIANS MONEY FOR NOTHING. All speculation and propaganda to the contrary is false. Some hardline elements of Iran’s govt (IRGC) have pushed fake stories & propaganda to try to kill this negotiation. -Iran deal is NOT done (95%, but still haggling over some language). No deal being signed today. May be a few more days before this is done. -Iran will NOT get any money or sanctions relief up front. -Iran must turn over nuclear stockpile to get anything. USA position is that failure to meet deal commitments means Iran gets nothing. -Long term USA objective is preventing Iran from having nuclear weapon. -Initial deal point is to re-establish free flow of commerce by reopening Strait of Hormuz. Deal should have 2 phases: Step 1 - Open Strait of Hormuz. Give world economy breathing room. Iran agrees to give up enriched uranium. Step 2 - Get the nuclear material turned over. Only then can Iran get sanctions relief. Bottom line: goal is to make a deal that lowers costs for Americans, calms world energy markets, and guarantees that Iranians cannot have a nuclear weapon over the long term. We aren’t there yet. Iran takes forever to get you a response on even small things. But we are close although it still could be a few days. “If we get what we are demanding, this is going to be a historic deal,” SAO says. SAO sounds prepared to do no deal at all if all Iran will do is a “bad deal.” SAO admits deal could fall apart yet. But if a deal is reached, SAO expects very senior USA admin officials to take part in a signing ceremony of some sort. Iran has agreed in principle to the framework but there are still a couple points USA isn’t satisfied with. 95% done. But literally changing words sometimes requires days in Iran’s system. Haggling over language. But USA feels like we have a commitment on nuclear stockpile and on opening Strait of Hormuz. If IRAN doesn’t deliver on commitments, they get nothing. “Iran’s ability to project power is a lot more limited than it was two months ago,” SAO says. “Their industrial base for building ballistic missiles has been substantially destroyed.”