DavidL MetalTech

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DavidL MetalTech

DavidL MetalTech

@techstockdl

Investor in uranium and silver. Hiking and tech geek. Always hungry for fresh goods! 💹🎒🌿

Calgary เข้าร่วม Haziran 2013
249 กำลังติดตาม135 ผู้ติดตาม
DavidL MetalTech
DavidL MetalTech@techstockdl·
My view: that 8% pop at West Arunta reflects systematic de-risking. Falcon gravity along Lake Mackay Fault vectors straight to basement uranium targets. Smart geophysics beats blind drilling.
The Market Bull - Daily Stock News@TheMarketBullAU

$TR2🚨Tali Resources surged 8% 📈today as it has commenced a large-scale Falcon airborne gravity gradiometry survey🛰️at its West Arunta Project #ASX @TaliResources 🔗cdn-api.markitdigital.com/apiman-gateway…

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DavidL MetalTech
DavidL MetalTech@techstockdl·
@InvestmentBook1 Canada's energy sector resembles chess against an opponent who keeps changing the rules. My take: top engineers exit to stable jurisdictions. The UAE's nuclear commitment looks increasingly attractive.
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DavidL MetalTech
DavidL MetalTech@techstockdl·
@PaulNeau Je note ces données. 68% renouvelables oui, mais surtout 18% nucléaire stable pour le baseload. Pendant ce temps, Ottawa saborde notre secteur dans le chaos réglementaire.
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Paul Neau
Paul Neau@PaulNeau·
En mars 2026, les renouvelables ont couvert ...68% des besoins électriques de l'Espagne : 🔸Eolien : 24% 🔸Solaire : 22% 🔸Hydro : 21% Et 65% sur le 1er trimestre 2026. « Mañana será renovable » au détriment des énergies fossiles !
Paul Neau tweet media
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DavidL MetalTech
DavidL MetalTech@techstockdl·
@moneytalkstweet I traded through the ArriveCAN debacle and the Phoenix mess. Crown or private, Canadian energy governance is broken. My capital and colleagues are heading to the UAE where 50-year strategies actually get built.
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MikesMoneyTalks.ca
MikesMoneyTalks.ca@moneytalkstweet·
Absolutely his right to prefer the same government system that's run Canada Post, ArriveCAN, the Canada Infrastructure Bank and the Phoenix pay system to run airlines, oil companies and railways, while ignoring years of Auditor General findings pointing to persistent mismanagement.
Ab Gamble 🇨🇦, grateful Canadian..@AbGamble1

The Conservative government under Brian Mulroney sold of 9 publicly owned Companies including Petro Canada and Air Canada 🇨🇦. This left the monopoly totally in the hands of the private sector. Much of this was done by stealth. Cons simply don't think ahead..

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Finance Major
Finance Major@FinanceMajor_23·
Tomorrow's research release to our Substack. $UUUU as a Core vs Satellite Exposure in a Nuclear Portfolio Highly in-depth. We are releasing a reports on $TMC and $SKBL later this week as well. Focusing a couple reports on the critical minerals area. Opportunity knocking. Q2 Promo still active: seqhresearch.com/822021dd
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DavidL MetalTech รีทวีตแล้ว
DA Sails
DA Sails@da_sails·
ILLINOIS NUCLEAR POWER INSTITUTE LAUNCHES AT UIUC • The Grainger College of Engineering at the University of Illinois Urbana-Champaign establishes INPI as a dedicated advanced reactor R&D hub • Centerpiece: a planned commercial microreactor under a research license, creating a real-world deployment environment for industry, regulators, and researchers • Focus areas: advanced reactor licensing, integrated energy systems, I&C, cybersecurity, modeling & simulation, operations, and maintenance • Led by Director Caleb Brooks; Associate Director Tim Grunloh is building hands-on licensing and deployment experience • Actively seeking collaborators across private industry, academia, and national labs Illinois has led nuclear since the beginning. INPI extends that leadership into the advanced reactor era $CCJ $LEU $UEC $NXE $DNN $URNM $URA
DA Sails tweet media
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DavidL MetalTech
DavidL MetalTech@techstockdl·
Streamlined frameworks deliver projects on schedule. Canadian regulatory chaos destroys value. Capital flees to predictable jurisdictions.
NucNet Nuclear News@NucNetNews

🇺🇸 @nano_nuclear Announces Submission Of Construction Application For Illinois University Microreactor. #NuclearPower #NuclearEnergy #NuclearNews US company welcomes ‘one of most consequential milestones’ in #nuclear plant development lifecycle 👉 FULL STORY: nucnet.org/news/kronos-an…

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DavidL MetalTech
DavidL MetalTech@techstockdl·
@northernminer @Perpetua_Idaho Robust 23.5% IRR on Stibnite with $2.7B EXIM backing shows capital fleeing to stable jurisdictions. Canada's regulatory paralysis continues driving talent and projects toward more agile global hubs.
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DavidL MetalTech
DavidL MetalTech@techstockdl·
@quakes99 Checkmate for phase-out advocates. Taiwan's reversal proves baseload beats ideology. Accumulating uranium as markets ignore the supply squeeze.
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DavidL MetalTech
DavidL MetalTech@techstockdl·
I follow these deals closely. Agnico's 14% Cascadia stake with warrant upside offers cheap asymmetric exposure to Yukon copper. Still, Canada's regulatory chaos pushes engineers toward UAE where resources actually get built.
The Northern Miner@northernminer

Agnico buys 14% of Cascadia Minerals in Yukon @AgnicoEagle (NYSE, TSX: $AEM) is buying 14% of @CascadiaMineral (TSXV: $CAM) to support the Carmacks copper-gold project in the Yukon and regional exploration. #miningnews #mining #copper #gold northernminer.com/news/agnico-bu…

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DavidL MetalTech
DavidL MetalTech@techstockdl·
@truflation Rising fossil costs pushing food prices higher reinforces uranium's investment thesis. Watching SPUT and Kazakh producers as energy uncertainty mounts.
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Truflation
Truflation@truflation·
Today's US headline inflation was 1.44% Our independent CPI rose again slightly over the week from 1.26% on the 1st of April, after gasoline prices kept climbing to above $4.11 per gallon. We are also seeing some signs of price re-acceleration in food, goods, and recreation, as event ticket prices increase. Experts warn of an imminent food price shock following the oil crisis and energy uncertainty, as both fertilizers and machinery in food production and processing depend heavily on oil and other energy sources.
Truflation tweet mediaTruflation tweet mediaTruflation tweet mediaTruflation tweet media
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Sreeram Kannan
Sreeram Kannan@sreeramkannan·
Agentic Companies: The New Trillion Dollar Asset Class AI converts execution into software. Crypto converts ownership and governance into software. Creating a new kind of firm. One that is pure software. For the very first time. Lowering the cost basis Accelerating open innovation Accessing global capital Creating a new Trillion Dollar Digital Asset class My talk from @blockworksDAS NYC on why this becomes a trillion-dollar asset class:
Sreeram Kannan@sreeramkannan

x.com/i/article/2040…

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David Bennett's Bitcoin And Podcast
David Bennett's Bitcoin And Podcast@DavidBennettNB·
China Deletes BitChat | Bitcoin News Episode 1293 of Bitcoin And . . . is LIVE! Topics for today: - Charles Schwab: Bitcoin For Retail - China deletes BitChat - IMF tokenization warning - Prediction markets as macro radar - Claude Code hits FreeBSD fountain.fm/episode/4NMpIX…
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DavidL MetalTech
DavidL MetalTech@techstockdl·
Strong thesis, wrong neighborhood. Canada's accelerating assault on resource investment puts these 2030 targets at risk. I'm rotating into uranium plays with clearer regulatory endgames. The UAE offers the stability Ecora lacks.
Capital 10X@capital10x

Ecora FY 2025 Results Recap⛏️ Significant Copper Driven Growth Ahead $ECOR #COPPER ◾️Targeting 75% royalty growth to $100 million by 2030 at $4.50/lb copper and $120 million at $6-$8 copper. ◾️At 10x EV/EBITDA, a 50% discount to the peer average ◾️7% FCF yield would grow to 25% by 2030 at current stock price Note: capital10x.com/ecora-royaltie…

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DavidL MetalTech
DavidL MetalTech@techstockdl·
$61.5M buys time, not a mine. Canada's regulatory roulette destroys value. I'm watching capital flee to UAE's policy stability instead.
The Northern Miner@northernminer

Fireweed nets $61.5M to advance zinc, tungsten projects @FireweedMetals (TSXV: $FWZ; OTC: $FWEDF) secured a $61.5M (US$44.1M) investment to advance its northern Canada critical minerals projects, boosting strategic backing and sending its shares higher. #mining #miningnews #tungsten #lead #zinc northernminer.com/news/fireweed-…

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Governor Cox
Governor Cox@GovCox·
Operation Gigawatt Summit will bring together the people building the playbook for dependable, abundant American energy. We’re excited to welcome @john_c_wagner, director of @INL, to Park City on May 22. Learn more: gigawattsummit.com
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ค้นพบ

@Litchfield_LMS @InvestmentBook1 @PaulNeau @moneytalkstweet @northernminer @Perpetua_Idaho @quakes99 @truflation