6grades

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Predicting 100x in uranium, the clean and cheap energy of the next 100 years

เข้าร่วม Ocak 2021
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Muddy
Muddy@ChrisTimmins·
Spent years watching great uranium assets sit scattered and underdeveloped. So we fixed it. AERO + Urano + Pegasus = Manhattan Uranium. You’re welcome! $AERO.V $PEGA.v $UE.CN $MANU.v
Manhattan Uranium@manhattanur

Give the people what they want: we’re working to bring the world a pure‑play North American uranium company. 15 past‑producing mines. 25 projects. And $11.5M in capital to advance Athabasca and U.S. uranium assets. $AERO.V + Urano + Pegasus = Manhattan Uranium 🏙️

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OreStocks News
OreStocks News@OrestocksNews·
Manhattan Uranium Discovery Corp. Completes Transformational Acquisitions of Urano Energy and Pegasus Resources Terms include 26,249,999 subscription receipts converting into units with attached warrants exercisable at $0.60 until March 31, 2028. $PEGA.V Full release: orestocks.com/company/PEGA.V…
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U.S. Department of Justice
U.S. Department of Justice@TheJusticeDept·
🚨HAPPENING NOW: Justice Department announces indictment against Southern Poverty Law Center ("SPLC"). Our indictment alleges SPLC secretly funneled MORE THAN $3 MILLION in funds to members of white supremacist and extremist groups.
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The Rational Animal 🤔
The Rational Animal 🤔@theobjectivist·
The greatest civilization in human history produced something no other society ever has: a system so free that you can make a living destroying it. Every day, thousands of Americans wake up in homes built by capitalism, eat food delivered by capitalism, pick up devices created by capitalism, open apps funded by capitalism, and post anti-capitalist content to audiences assembled by capitalism. Then they collect ad revenue, sponsorships, and donations generated by the very system they are denouncing. The machine they hate is the machine that feeds them. What made this possible? A culture that never taught them what capitalism is or why it works. They were educated in government schools that taught them to resent the producers, pity the unproductive, and view wealth as something taken rather than created. They graduated with strong opinions and no rational frame of reference. So they did what the system allows: they monetized their ignorance. The irony is not that they are hypocrites. It is that capitalism is so productive, so resilient, and so generous that it even feeds the people trying to kill it. No socialist system has ever been secure enough to tolerate its own critics, let alone pay them.
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Lucy Biggers
Lucy Biggers@LLBiggers·
“A gallon of jet fuel contains 34 kilowatt-hours of energy in a package weighing six pounds. A lithium-ion battery storing the same energy weighs 250 pounds. That density gap is why every military on earth runs on liquid hydrocarbons, why every container ship crossing the Pacific burns bunker fuel, why every combine harvester in Iowa runs on diesel, and why every 747 landing at Heathrow runs on kerosene. The fact that nobody wages war over solar panels is evidence of their limitations not superiority.” —@Shellenberger open.substack.com/pub/public/p/2…
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Lukas Ekwueme
Lukas Ekwueme@ekwufinance·
Rick Rule: This energy crisis will be widely bullish for uranium in the long run The Japanese nuclear fleet, the 2nd largest in the world, was constructed as a result of the painful experience of the Arab oil embargo in 1973. Currently, they run 15 of their 41 reactors, expect the reactivation schedule to increase. The current energy crisis will have a similar effect, as uranium’s extremely high energy density allows countries to store years’ worth of energy supply with relative ease - making it the best strategic energy source - Japan runs 15 of their 41 reactors – expect increased reactivations - Uranium is already in deficit - Available supplies at cheap prices are quickly running out - The pace of new plant construction will be red hot Uranium is the winner of the current energy crisis
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InsiderAlert
InsiderAlert@InsiderAlertApp·
⚡INSIDER BUYING⚡🇨🇦 🟩Kalt, Ryan buys $7,195 Dixie Gold Inc. $DG.V ▪Shares: +142,000 ▪Price: $0.051 ▪Tx date: 2024-12-13 (6 trades) ▪Now owns: 9,423,625 shares (value: $471,181)
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OreStocks News
OreStocks News@OrestocksNews·
Dixie Gold Inc. acquired the Soo East Copper Project comprising 137 claims (~3,013 ha) on a royalty-free basis. It sold its Preston Lake uranium joint venture interest for $100,000. $DG.V Full release 👇 orestocks.com/company/DG.V/p…
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OreStocks News
OreStocks News@OrestocksNews·
Dixie Gold Inc. has expanded its Soo East Copper Project to 316 mining claims covering about 6,948 ha. The claims were acquired by staking on a royalty-free basis save Crown obligations. $DG.V Full release: orestocks.com/company/DG.V/p…
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Kody Rogers
Kody Rogers@Kody__Rogers·
Let me tell you what @ASPIsotopes actually is. @TerraPower is privately held. Bill Gates' nuclear company. Natrium reactor. Billions in DOE backing. No ticker. No way in. ..Except one. $QLE, an $ASPI subsidiary, holds binding HALEU supply agreements with TerraPower. SEC-filed. May 2025. You can read them right now. ..not an MOU. A contract. Now add: Qatar: 33% of global helium supply. Offline. QatarEnergy declared force majeure. Up to 5 years to recover. Virginia Gas Project: the only new, non-Gulf, DFC-backed liquid helium source on the planet. $750M committed. Already producing. Si-28: Swiss engineers on-site. 400 compressors overhauled. Customer sign-off September 2025. Delivery described as imminent. Short interest: 24.3M shares. 24.43% of float. Borrow rate doubled in 48 hours. Pelindaba permit: received for ASP tech. QLE permit weeks to months out. Reviewed separately because regulators assessed the enrichment factor as high enough to risk breaching the HALEU ceiling. Fuzzy Panda said the technology doesn't work. The nuclear non-proliferation regulator said it works too well. $ASPI at $4.22. The market is pricing in the silence & sector/macro-wide contagion. Not the supply chain. $OKLO $SMR $NNE $LTBR $FRMI $LEU $NVDA $MSFT
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Darren
Darren@UDiamondBalls·
@MVP_Media 50-100x or more from here in 5-10 years if $aspi grew into the unicorn it has the potential to be
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Darren
Darren@UDiamondBalls·
#Uranium #HALEU #Helium #Isotopes I have zero doubt a capitulation bottom is near for $aspi. Once you've seen enough cycles and you understand what this company is doing no other conclusion is possible. People will say it's because of constant project delays, lack of revenue or blame it on Paul. IMHO these factors have obviously not helped but when you're approaching a major cycle bottom companies shrug off all positive news and latch onto all negative news. It's just the way it is. Remember in late 2022, #gold companies had lost 50-75% of SP, sentiment was absolute trash people were saying it's over 😂 Same in #uranium many times. It's just cycles that's why Renergen takeover didn't move $aspi, no announcement will until the cycle bottom arrives. Shorts will exacerbate the problem taking advantage always. This is where conviction keeps you in the game. I have such strong conviction in $aspi that the share price number means very little to me now. I care about where we are in a few years, we could be at $15 now and nothing would change Id still just be holding #few
SunvMikey@SunvMikey

@markcboon @ASPIsotopes Seems like capitulation is near for $aspi? Usually a good time to buy..

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Trendstockers
Trendstockers@Trendstockers·
$ASPI blows my mind that nobody cares. In January 2026, ASP Isotopes acquired the South African company Renergen, which operates the Virginia Gas Project in the Free State of South Africa. That project produces: Helium Liquefied natural gas (LNG) The acquisition added helium and LNG production to ASP’s portfolio. This is now 60-80% of the company near term revenue share. The company is now a global supplier of liquid helium, which is in tight supply globally.
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Trendstockers
Trendstockers@Trendstockers·
$ASPI will likely see a return of $40 to $60 million revenue in first year of their current phase 1. They gave uo approximately $90 million in stock. Some juniors that have ZERO production and are just exploring are priced much higher (Pulsar Helium $230 million, Helium One at $80 million). Phase 2 is where it gets really interesting and the market is likely waiting on financing. Phase 2 requires about $500M–$750M development financing If Phase 2 is built, the project becomes one of the larger helium producers globally.
Trendstockers@Trendstockers

$ASPI Helium concentration at 0.3% is considered viable and at 1-2% it is considered Exceptional. Helium concentration from ASP Isotopes Virgina Gas Project is 3.4% average. Also noteworthy that Qatar supplies 30% of global helium and that is currently shut in. ASP Isotopes bought the Virgina gas projects, helium processing plant, LNG plant, gas wells and acreage, drilling program and all infrastructure for about $90 million in stock. The project already had $40 million from the U.S. Development finance corpoation and there is potentially hundreds of millions more for expansion. ASP didn't just buy the assets, they also bought an asset with financing pathways attached.

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David Vance
David Vance@DavidVance·
This is what economic suicide looks like;
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amit
amit@amitisinvesting·
The SaaS carnage is confusing for this simple premise: If AI is going to commoditize all of SaaS, then why isn’t the market rotating heavily into Semis and Hyperscalers? If Anthropic were to destroy $CRM and $NOW, I’d imagine we need tons of compute. More than we can fathom if agents take over hundreds of billions of marketcap for SaaS companies. Yet, the market is selling off SaaS AND AI names which doesn’t seem to make sense if all the demand for the SaaS carnage will lead to AI growth. Also, how is AI a bubble if we are talking about massive enterprise software companies being decimated by AI? The entire logic behind the selloff feels more like forced, structural rotation without a pure reason for why the rotation is happening. From Goldman: “The forward P/E multiple for software has declined from 35x in late 2025 to 20x currently, representing the lowest absolute level since 2014 and the smallest premium to the average S&P 500 stock since 2010.”
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Alex Rampell
Alex Rampell@arampell·
Anyone who’s written software knows that the last 5% can take 95% of the time Edge cases, conflicts, weird environments, you name it And for many areas of work, 95% right is still 100% wrong AI is a remarkable tool and a huge productivity gain. Laws of physics still apply.
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