Luke

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Luke

Luke

@KoolHandLuke_

Присоединился Şubat 2021
96 Подписки118 Подписчики
Luke
Luke@KoolHandLuke_·
@TBirdV Yet another disappointing month. 😤
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TBird
TBird@TBirdV·
$EU up a little and downtrend line break but still running behind. Technically on an MA bear cross but regular readers know I don't value that signal much. #SundayCharts #Uranium
TBird tweet media
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Luke
Luke@KoolHandLuke_·
@TBirdV Funnymentals still intact, but price action has been absolute trash. Spot strength means nothing when the equities refuse to confirm. Feels less like a broken thesis and more like a brutal sentiment washout before the real move.
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TBird
TBird@TBirdV·
#SundayCharts #Uranium - Final thoughts Real hard to call this a bull at this point even with very bullish funnymentals. Only real solace is looking at gold miners and some other commodity stocks. Pretty much everything is in short term bear mode.☮️
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enCore Energy Corp. (NASDAQ:EU | TSX.V:EU)
enCore Energy Corp. (NASDAQ:EU | TSX.V:EU)@enCoreEnergy_EU·
🚨News Release🚨 enCore Energy Reports Year-End Financial Results, Strengthens Balance Sheet Through Warrant Exercises and Advances Key U.S. Uranium Projects Highlights for year ended December 31, 2025 include: - Net loss per share $(0.30) versus $(0.34) for the year ended December 31, 2024; - Sales (delivery) into contracts of approximately 655,000 pounds of uranium ("U3O8") at a price of $65.89 and a weighted average cost of $51.09; - U3O8 extraction of 699,807 pounds, an increase of 242% from the year ended December 31, 2024; - Closing balance of 132,013 pounds of U3O8 in inventory at a cost of $37.77 per pound; - Closing cash and equivalent balance of $52 million with total liquidity of $96 million. Read the full news release here: encoreuranium.com/news/
enCore Energy Corp. (NASDAQ:EU | TSX.V:EU) tweet media
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Luke
Luke@KoolHandLuke_·
@sanitzisf6k @TBirdV You’re arguing price action in a commodity cycle. enCore went from explorer to ISR producer and extracted 700k lbs in 2025 with contracts around $65 and inventory at $38. Sentiment always looks worst right before the sector turns.
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sanitzi
sanitzi@sanitzisf6k·
@KoolHandLuke_ @TBirdV You can’t be serious? No one cares if they produce a billion pounds if the share price goes down for five straight years in a #uranium bull market. The market has spoken and you are wrong.
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TBird
TBird@TBirdV·
$EU has become a punching bag on nothing news. Oversold RSI. Everyone ignoring it went from nothing (Tigris takeover) to a producer with a pipeline. Obviously takes a garbage chairman to do that. #SundayCharts #Uranium
TBird tweet media
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Hitthebidsayuhh
Hitthebidsayuhh@Hitthebidsayuhh·
enCore Energy $EU showing strong momentum: rapid production growth, a stronger balance sheet, and progress on key U.S. #uranium projects supporting future output. Bullish setup for a rising uranium cycle! prn.to/4srnyhY
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Luke@KoolHandLuke_·
Funny seeing the doom posts when $EU just reported 699k lbs extracted, 655k lbs delivered into contracts, and $96M liquidity. Production growth is real and they’re not scrambling for cash.
📐triANGLE INVESTOR@capnek123

enCore Energy $eu reports strong 2025 results. • ~700K lbs U₃O₈ extracted in 2025 • $96M total liquidity at year-end • $18.1M raised from Feb 2026 warrant exercises (all warrants now cleared) #uranium encoreuranium.com/news/encore-en…

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MJ
MJ@murrayj79923081·
Encore Energy Corp #uranium $EU
MJ tweet media
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Burke
Burke@StockyIrishman·
@TBirdV A newsletter recommended sale at limit price due to deeming it an underperformer going forward. People ignored the “limit” part and ran for the exit at market. 🤷‍♂️
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TBird
TBird@TBirdV·
So, Bill changed titles but is still performing the same value add tasks while focusing a bit more on Verdera. I understand the panic selling now. 🤦🏻‍♂️#Uranium 👇🏻👇🏻👇🏻
Crux Investor@CruxInvestor

Founder Transition Strengthens Strategy as enCore Advances Production and Verdera Builds Scale - @enCoreEnergy_EU (TSXV:EU),via a shareholding in Verdera Energy, holds approximately 80 million pounds of historic uranium resources across four deposits in New Mexico's Grants Mineral Belt, covering more than 400 square miles of private mineral rights - representing control of more than half of the seventh-largest uranium district in the world. - enCore Founder William Sheriff is transitioning from Executive Chairman to Senior Adviser, refocusing his efforts on M&A advisory, corporate finance, and corporate development - the disciplines through which he built enCore from an explorer into a producing ISR uranium company. - Existing enCore shareholders will receive Verdera shares automatically upon the filing of its US registration statement, providing free exposure to the New Mexico resource package without requiring additional capital investment. - Sheriff has outlined a near-term development agenda for Verdera that includes producing NI 43-101 compliant resource estimates, remodelling deposits under current grade cutoffs, and identifying projects suitable for stope leaching - a faster and less regulatory-intensive production pathway than conventional ISR. - Sheriff made clear that consolidation within the US ISR uranium sector is a strategic imperative, arguing that producers must scale well beyond one million pounds per year to attract institutional capital, and signalling that unsolicited tender offers - bypassing resistant management teams and going directly to shareholders - may become an increasingly common mechanism for achieving that scale. cruxinvestor.com/posts/founder-…

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Luke@KoolHandLuke_·
@sanitzisf6k @TBirdV Cherry picking the sector’s best performer to prove something is the worst isn’t analysis.
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Luke
Luke@KoolHandLuke_·
@sanitzisf6k @TBirdV If a stock that ran multiple X from cycle lows is ‘one of the worst performers,’ I’d love to hear what you call the winners.
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sanitzi
sanitzi@sanitzisf6k·
@TBirdV You live in an alternative reality, t bird. The same reality that told you F3 was a good buy a few years ago. encore and F3 have been the worst performance stocks in the sector.
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TBird
TBird@TBirdV·
Now everyone chimes in with how bearish they are WRT Sheriff at $EU. Not arguing it is stuck in the mud but the timing is suspect if turning bearish. #Uranium
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Luke
Luke@KoolHandLuke_·
@Leafssssss88 Looks & sounds like AI 🤷‍♂️
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Luke
Luke@KoolHandLuke_·
@capnek123 1. Encore energy $EU 2. Encore energy $EU 3. Encore energy $EU 4. Encore energy $EU
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📐triANGLE INVESTOR
📐triANGLE INVESTOR@capnek123·
My top 4 #uranium positions. Denison Mines, Myriad Uranium, Cosa Resources, Global Atomic. Now do yours👇
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Luke@KoolHandLuke_·
@FL17112012 Biggest disappointed in the sector, excluding GLO.
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Luke
Luke@KoolHandLuke_·
@Yellowbull11 Love hearing this, but this is what everyone told me in 2018 and then now here we are 2026 people now referencing everything to 2030. 🤷‍♂️
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Yellowbull
Yellowbull@Yellowbull11·
Am I concerned with the recent price action of uranium equities? Not at all and even less so after spending several hours earlier this week sharing a few beers with a very plugged in utility fuel buyer. We discussed contracting strategy, forward price expectations, the mindset of fuel buyers, the view on the ever underdelivering supply side (and how the gap looks going forward into the 2030’s and how to deal with it) and several other subjects and I came away with an even better view of the market in the same way that I did following my conversation with a different fuel manager at the WNA last year (more details on that conversation in the associated report) Things are in motion and I remain as convicted as ever when it comes to this sector. More thoughts and data in Friday's Codex report. Link in bio
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Luke@KoolHandLuke_·
@rana1965 Extremely disappointing.
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Rana
Rana@rana1965·
Encore $EU investors are wondering if the #uranium bull cycle is over as we are back again to April 2021 prices.....!!!!
Rana tweet media
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Longhorn@AfricanLonghorn·
@capnek123 What about $glo - laggard 1 $eu - laggard 2 $fsy - laggard 3 #uranium
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📐triANGLE INVESTOR
📐triANGLE INVESTOR@capnek123·
There is one #uranium stock that I would invest huge amount of money at current valuations but I will keep it for my self so I wouldn't be called pumper. What's your favorite uranium stock where you would put (much) more money right now?
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Luke
Luke@KoolHandLuke_·
@Joe_ker_83 @Yellowbull11 i’ve been holding since 2018 and here we are not too much has changed
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Yellowbull
Yellowbull@Yellowbull11·
Very rough day for the market and commodities in particular Investor psychology never changes. Very few wanted to take profits at $5500 gold, $120 silver, $100+ uranium etc. This is just the start of the sort of volatility I expect to see this year, so strap in and be active 🎢
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Luke@KoolHandLuke_·
@GlowPlug39 Exactly. Financial buyers are removing pounds before utilities even start panicking. When real contracting kicks in this market is going to feel tiny.
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TorqueyInvestor
TorqueyInvestor@GlowPlug39·
@KoolHandLuke_ Eliminating supply before the demand wakes up? Almost feels like we're playing a bigger game than we thought.
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Luke
Luke@KoolHandLuke_·
SPUT back to a premium and already hoovering pounds again 200k lbs gone and $166M still loaded Financial buyers are front running a utility squeeze that has not even started This is supply disappearing in real time $U.U $U.UN #Uranium 🚀
I believe in U@skysurfer75

#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.28% premium to NAV 200k lbs purchased 2,307.4k trusts issued = $48.4m raised $166.5m in cash!

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