Jonathan Fisher, The WA / Australian Uranium Guy @CxuAsx Twitter profile

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Jonathan Fisher, The WA / Australian Uranium Guy

24 days

#uranium investing; Aussie Style Thanks to @CruxInvestor for the opportunity to tell the story; plenty more to come! $cxu

Uranium Investing Aussie Style: Insiders View

With Jonathan Fisher, CEO of Cauldron EnergyRecording date: 26th September 2024The uranium market is experiencing a resurgence of interest, driven by the glo...

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

29 days

@Bowenchris YOU MUPPET! Please everyone read the release - ABS says this is only because of "Commonwealth Government and State Government rebates" .

Monthly CPI indicator rose 2.7% in the year to August 2024

www.abs.gov.au

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

2 months

**** THE DEATH OF AUSTRALAN MINING GLOBAL LEADERSHIP?**** Apologies I missed my last Thursday update; I was in travelling in WA. It’s a lean week for company updates; but again lots happening in Aussie politics… Jabiluka, Minsite re-unionisation, now the $RRL Regis gold

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

29 days

@Bowenchris This post would be caught by Labor's proposed Misinformation Bill. #discuss .

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 months

Hey all #uranium and #nuclear investors in #asx land and beyond. Here is another update for you- the biggest impact on the U market yesterday has nothing to do with U – but with #lithium ! Liontown $LTR got smoked and hence spooked the rest of the market! And more jobs go in the

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

6 months

Let me be the first to congratulate @Boss_Energy $BOE on first #uranium production! Awesome work Duncan and team! As an aspiring #ISR producer; it is fantastic to have Boss leading the way in Australia. For $CXU investors, this is where i want to be in a few short years. Hell

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

5 months

@PatrickGormanMP Hi Patrick - I have one - Garden Island, off Perth, where Labor is super excited to have floating reactors in the form of submarines from #aukus . AND THAT YOU YOURSELF have been crowing about how exciting it is!!! Complete hypocritical stunts by Federal labor here.

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 months

Monday had to be the biggest day in #uranium trading on #ASX in recent history. Round up below for #investors on all things U and #nuclear from the last few days. Especially look at the #auspol news - very interesting! Will #ASX uranium continue is run today or take a breather?

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

5 months

@Bowenchris It has been 6 days since the new @CSIRO #GenCost blew a hole in @Bowenchris renewables at all costs energy policy. #uranium #nuclear #auspol #Ausbiz Bowen - "its not about ideology, its about economics. but i like offshore wind and hate nuclear" CSIRO - Offshore wind is

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 days

Would this be a new bestseller? #auspol #uranium Press ❤️ and repost if you agree!

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

11 months

Australia's energy policy is out of step with all other major industrialised nations, our most important trading partners, and our allies. Its an embarrassment on the world stage. #auspol #uranium #nuclear $cxu #COP28 Time for Albo to act swiftly, axe Minister Bowen and bring

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

2 months

Approx 9% of both the $BOE and $PDN register is short at the moment. Whole bunch of shorts are going to be having an awfully nervous weekend waiting for #ASX on Monday! #uranium #karma

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 months

Everyone has had a chance to voice their views on $CCJ Cameco results and the market reaction... here is mine #uranium #asx $cxu Overall comment - Frankly, Cameco should be one of the most competent and reliable producers there is. Top tier assets, good jurisdiction, excellent

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 months

Its #FOMO Friday for #asx #uranium equities! $cxu 1. Kazatom production reporting and guidance didnt disappoint. Missed by 15% vs previous guidance of 10% (although note Kaz was up 7% today - go figure!) 2. But read the fine print. Where did the inventory go? The cupboards are

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

1 month

WHAT DOES RESTART OF THREE MILE ISLAND MEAN FOR #URANIUM JUNIORS? In short. A whole lot. Microsoft taking the massive power contract helps prove the nuclear and data centre /AI thesis. Reinforced the growth case for overall nuclear demand. There is not one analyst who

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

Sorry this is a bit later today; am over in #Perth , #westernaustralia . Spot #uranium finally got its groove back; so after a very mixed day on #ASX yesterday; expect a bit more positivity today. So what caused that? See below. #asxnews #nuclear #investing $cxu Global news 1.

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

8 months

Beautiful day in #Perth today. And great discussions at WA Parliament House about #uranium mining policy $cxu #asx

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

1 month

***SIGNIFICANT NEW URANIUM DISCOVERY**** Today $CXU has announced a major new #uranium discovery at Manyingee South, which is next door to Paladin’s Manyingee ISR Project. Already with 1.5km of continuous strike with mineralisation open in all directions, the rig is still

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

4 months

***Senator calls for Independent Inquiry into @CSIRO #GenCost *** #uranium #auspol $cxu Australians have been constantly told by @Bowenchris that the CSIRO GenCost report (concluding mass renewables is the cheapest path forward for our energy policy) is beyond reproach. But he

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

2 months

#DYK ? There is a US Virginia class submarine (USS Hawaii) docked in Western Australia now, for maintenance! Guess what? The sky didn't fall. #aukus #nuclear #uranium $CXU #auspol

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 months

Asx investors on Monday should take note. This is a fundamental kick in the guts to any last remaining #uranium bears. They are now an extinct species. The world’s largest producer (by far) admitting they are in all sorts of trouble with their production. In a desperately

John Quakes

@quakes99

10 months

⚡️The world's largest #Uranium miner $KAP has sent the market a surprise warning ahead of releasing its Q4/2023 Earnings & Guidance.⚠️ Why is this a bigger deal than most realize🫨 that will drive #U3O8 prices higher no matter how many lbs #Kazakhstan produces in 2024/2025?🤔

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

Good morning #asx #uranium investors. #investing #mining . It was a big, big week last week for #westernaustralia policy ban news. $cxu #auspol #asxnews Look at the image below; front page of the business pages of the West – very prominent!! As you may know Liberal Leader

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

2 months

@Bowenchris Funny @Bowenchris , in those 2 months the polling trend has shown: 1. Increased support for LNP; 2. Toxically low levels of primary support for Labor; 3. Improvement in Dutton's personal approval ratings and declines in Albos. (that one must really hurt!) Labor has a problem.

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

10 months

G’day all #asx #uranium and #nuclear investors. Time for another sector update, lots of interesting newsflow happening! The nuclear giant has definitely woken up! $cxu Global update 1. US Senate expected to vote and pass the Russian uranium ban bill this week or next? Is this

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

6 months

Another big day for #uranium equities in North America following the Russian uranium ban; and spot price bounced nicely (again!). Positive vibes for the #asx session. Cannot understate the importance of the Russian ban highlighting that bifurcation is long term. This turbo

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

11 months

Overnight #uranium and #nuclear events: 1. Spot smashes $82 again to fresh ~20 year highs 2. $SASK has taken out $92E and $LUR 3. (yesterday) $BOSS does an extremely clever deal and raises $200M 4. Poland announces 24 #SMR across 8 different sites to continue their coal to

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

10 months

What a mad, mad week for #asx #uranium and #nuclear !! So busy I had to get another #news update in for #investors . Bright and early this morning! Global news 1. France the latest country to roll back #renewables targets and switch to zero emissions instead (eg Nuclear). Wake up

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

Quote from the LABOR Premier of South Australia Peter Malinauskas; aimed at #uranium #mining . $cxu #nuclear #auspol #ASX “I don’t want to see a nuclear debate around civil purposes being driven by ideology. We need nuclear power globally to decarbonise the energy sector; and

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

4 months

****IMPORTANT AEMO COST CLARIFICATION**** Yesterday Australia's Energy Market Operator @AEMO_Energy released the Final 2024 Integrated System Plan. #auspol #nuclear #uranium So that everyone is crystal clear, to deliver the AEMO plan, ~>90% of all households are assumed to fork

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 months

What a shocker of a day on #asx yesterday for #smallcaps (and the broader market too). For all the loyal #uranium and #nuclear punters, please see below another market summary, fair bit of interesting news as we count down towards Cameco $CCJ production announcement on Thursday

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

6 months

Three things to take from this photo $cxu #uranium #asx #bali #ilovebali 1. #bintang comes in large bottles too. Who knew? Very happy to discover that. 2. My wife was clearly very happy to spend an hour with me without me talking about uranium for once! 3. I am fully refreshed

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

6 months

Big day for #uranium equities in North America and spot price bounced nicely. More importantly; huge amount of fundamental positive newsflow continuing about the #nuclear sector. Expect a good day on #asx . $cxu #nuclearenergy Global news 1. Spot price bounced a couple of buck

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

5 months

Yesterday the normally boring Senate Estimates hearings got a little interesting when #uranium and the Russian ban came up. (this was livestreamed). The issue of US requirements and Australia's ability to help our allies is live. Expect more to come. #asx $cxu

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 months

Hi all investors! #uranium and #nuclear update below, focused on global market and then how it affects us here in #Australia . #mining #asx #investing It has been a wild week! Thanks for your support! Global news 1. The US DOE ( @energy ) is now referring to U as a “Critical

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

4 months

Future generations will be able to pinpoint the exact moment reasonable political discourse in Australia died. #auspol #nuclear

Australian Unions

@unionsaustralia

4 months

Peter Dutton’s dangerous and expensive nuclear fantasy is not what Australia needs. It will cost workers, and mean higher energy bills.

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

6 months

#Germany reversing its position on #nuclear would be like the second coming of #jesus for the #uranium industry. $cxu

Sabine Hossenfelder

@skdh

6 months

News are erupting in Germany that the parliament's decision to go through with the nuclear phase-out was partly based on false information that seems to have been deliberately falsified.

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

Boys at @moneyofminepod at it again! @mattymikals Snip here from the recent poddie with @RealRickRule #uranium $cxu Quote of the day when discussing Australia's industry involvement "You have #uranium supply, you are trusted around the world… you have wonderful capital

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

1 year

My article today published in The Australian. The Labor energy policy is an ideological crusade which middle Australia should not accept. #uranium $cxu

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

Spot #uranium pushing up again; media attention on the state based #WesternAustralia uranium #mining ban continuing to rocket; more details demanded of the libs federal policy. Somewhat different drivers emerging for the mining issue vs the domestic #nuclear reactors issue. See

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

6 months

#asx take note - Russian #uranium ban is happening. $cxu. #auspol . #nuclear #nuclearenergy #wapol Bifurcation in the market is here to stay. Long Term. Now more than ever, its important to be able to secure supply from politically aligned nations. #WesternAustralia must step

Rick Grimsley

@saab340b

6 months

It's on the way to Biden to sign! #URANIUM ban has arrived!!

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

11 months

Massive news! The pressure it ratcheting up! Australian PM Albanese now copping it from senior Labor members and senior union members to lift the #nuclear ban. Why? They dont care about ideology. They want to protect jobs (reliable power prices). #uranium $cxu #COP28 #auspol

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 months

#WesternAustralia has a moral obligation to supply its #uranium to the rest of the world; to help achieve #NetZero goals. Interestingly, the WA Government already understands this argument and has already accepted it in relation to a pending change in policy for gas exports.

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

8 months

See below today’s #uranium and #nuclear industry update – sentiment remains patchy; spot price down a bit but NA and #TSX stocks very green; finally realising its still a damned good and profitable price! And huge #auspol newsflow… Could it be a good day for #asx ? $cxu

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

2 months

The potential for #uranium mining to add value in WA is extraordinary and can be developed independent of any state election outcome: 1. Diversify WA govt revenues away from iron ore 2. Replace jobs lost in nickel, lithium and iron ore 3. Play an important role in global

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

NEWSFLASH: Australian Parliament House itself emits more radiation than a nuclear power plant. (source World Nuclear Association, Minerals Council). Because of how much #Granite they have used throughout it. Anyone who has been there will know. If our esteemed Climate and

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

5 months

@Bowenchris It has been 1838 days since Chris Bowen lost the ALP the 2019 election. He is trying hard to do it again.

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

1 month

Global #uranium and #auspol update! $cxu #asx Spot price has a sniff of life in it; and equities have strung together a few good sessions; expect momentum might continue as we move into the ASX session today. On the macro; big banks are in; is this the moment nuclear goes

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

10 months

G’day all #uranium , #nuclear and #asx investors. #2024 will go down in history for our industry moving into the investment mainstream. Its going to be a cracker! Hold on for some wild performances, am sure a few disappointments, and some surprises. Here at $CXU we are warming up

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 months

G’day #uranium and #nuclear punters, in #asx land, #tsx and beyond. Today’s update starts with a message of support and condolences for all the affected families, colleagues and friends of Rio workers in the tragic Canadian plane crash. Horrible situation and highlights the

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

1 month

Hey @Bowenchris . Microsoft is taking a massive power agreement to help fund the restart of Three Mile Island. Unbelievable show of strength and growth for the industry. AI and data centres fueling amazing new demand! Care to rethink your energy policy at all? #auspol

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

8 months

So an extra 4.9m pounds needed for 2024. New. Just added. So on top of all the boundless optimism and horrendous net short position we already had, WNA has just said we need an extra 2-3 new medium sized mines to come on THIS YEAR to fill the additional gap. #uranium . $cxu.

John Quakes

@quakes99

8 months

💥 With 4 more #Nuclear reactors now on order📜⚛️ February 2024 revised WNA data shows 436 operable reactors (392GW)⚡️ 62 under construction (69GW)🏗️ 118 ordered/planned (117GW)🧾⬆️+ 323 more proposed (360GW).🧑‍💼 WNA has raised their #Uranium fuel consumption estimate by +4.9M lbs

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

8 months

@Bowenchris Barakh nuclear plant brought on line, $25bn for 6.4GW of reliable, base load power. How does that line up @Bowenchris compared to your renewables plus firming?

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

24 days

Global #uranium and #auspol update! $cxu #asx We have us a Mexican standoff. Who is going to blink first? Global news 1. Spot price sitting stable just above $80; having nibbled a bit upwards over the last week. 2. Following comments from a couple of weeks ago; more chatter (or

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

6 months

Note to #uranium investors #asx . $cxu Small moves in Spot driven by a few traders and utilities playing games does not make or break the #investing thematic. However, news from the World #Nuclear Fuel Cycle conference in Almaty, Kazakhstan about @NAC_Kazatomprom upcoming cuts

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

29 days

Global #uranium and #auspol update! $cxu #asx Just like Arnie in Terminator, baseload is back. That’s the buzzword from NY Climate Week; I wonder how long it takes for the message to get through downunder? Global news 1. Spot price has ticked up a bit nicely over last couple of

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

2 months

Kazatomprom. The only equity in the world when you cut production 17% your stock price surges. #uranium #wtf

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

6 months

I am now fully refreshed after a holiday in #Bali and back to the grind! Pleased to be once again providing an update on #uranium and #nuclear issues with a particular focus on #Australia . And I am amped for what we have coming up at $cxu; more on that below! #asx #nuclearenergy

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

4 months

@theamwu If I were an AMWU member working in the regions I would be disgusted. Nuclear provides long term stable jobs with very high skills transfer from coal. Shouldn’t the union be looking after jobs? Oh. And it uses less water than the already existing water licences from the coal

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

4 months

@JacintaAllanMP @ABCmediawatch @ABCFactCheck Is this what is acceptable from our MPs? MPs should be subject to the same misleading and deceptive conduct rules as the rest of us in business. #auspol

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

3 months

#ASX #uranium market summary! $cxu Well what can I say? Brutal might be the best word; other words I probably shouldn’t say even on twitter. Confluence of recent factors ($KAP, US recession fears, Nikkei shitting itself) has pushed sentiment down hard across the board. More to

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

OK #ASX #uranium investors. Lets recap the Kazatom results; and make no mistake this should be very bullish for equities #nuclear . $cxu Guru @quakes99 has the perfect summary below; but let me just highlight: 1. Increasing costs of production. This is being experienced across the

John Quakes

@quakes99

7 months

⚡️World's largest #Uranium miner Kazatomprom $KAP's 2023 Full-Year Results📊 Bottom line: 👉Revenue Up +43% 👉Net Profit Up +23% 👉Cash Flow Up +52% 👉Production Down -2% 👉Inventories Down -23% 👉AISC Costs Up +32% 👉CAPEX Up +37% 👉2024 Production Guidance slashed from

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

3 months

@Bowenchris Funny Chris, many in the community seem more concerned about where the endless transmission lines needed under your Mass Renewables Only Plan are going to go. And what will happen to their power bills. #Auspol2024 What a mess.

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 months

Welcome to the last #uranium and #nuclear summary before the Cameco $CCJ production announcement on Thursday night AEST. Friday trading on #ASX will be very interesting. Time to position? $cxu #investing #mining #auspol #auspol2024 #netZero A little thank you – I recently crept

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

3 months

#ASX #uranium market summary! I was travelling in WA last week so missed my regular Thursday update; that just means more exciting news and views today! And its #Auspol in over drive! Global news 1. Spot price still sliding sideways around $82. No love. 2. $KAP results pending

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

11 months

What a week in #uranium and #nuclear . News summary for all those investors! Aussie political news relevant to Uranium: 1. Coalition pushes to remove uranium bans to achieve #NetZero . 2. @tedobrienmp gets more positive coverage at #COP28 than #BlackoutBowen 3. Most sensible

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

22 days

Origin exits Hunter Valley Hydrogen hub. After the failure of the aussie solar panels scheme After Woodside ran away from bell bay hydrogen. And twiggy did what twiggy did on hydrogen. And the US DOE embarrasses CSIRO and Bowen on nuclear. How much more of this does it take

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

4 months

More sideways movements overnight in #uranium ; which way will #asx head today? $cxu The most interesting news is coming from #auspol ! Global news 1. Spot price still hovering around $86-87 2. Estonian Parliament has joined the club and voted to develop nuclear energy; after a

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

Relatively quiet in #ASX #uranium land over last couple of days; but the #wapol media interest about the ban continues to generate significant headlines. Certainly positive sentiment for the WA uranium players. See below the daily summary. $cxu #asx #nuclearenergy #investing

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

8 months

Last week I sent an update from #WA Parliament House. $cxu #uranium #westernaustralia #asx #mining This time it’s from Dumas House, the real engine room of WA Government. Pressure continues to be applied by our industry to the Government for a change in #policy . $toe I would

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

29 days

Australia's energy minister claims that their renewables plan is making prices cheaper; because prices got cheaper DUE TO GOVERNMENT REBATES. Renewable electricity is expensive, so we hand out more money to consumers, hence renewable electricity is cheaper. THIS IS HIS LOGIC.

Chris Bowen

@Bowenchris

29 days

During an international cost of living crisis, with people doing it tough, to have what the Australian Bureau of Statistics has called “the largest annual fall for electricity on record” is a good step forward and an indication that our reliable renewables plan is working.

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

3 months

#ASX #uranium market summary! $cxu Some sense has returned to markets; uranium equities now seeming very over sold; will it be a quick V shaped correction or a slow build back? Again, it’s the #auspol scene where a lot of the news is! And we have our first set of #drilling

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

1 month

Feedback from WNA: There has never been a #uranium contracting season commence with the Long Term uranium price already so high. This cycle will be interesting. $cxu

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

10 months

Any system can only be stressed so much before it fails and panic sets in. And here we are today. $cxu #uranium

John Quakes

@quakes99

10 months

💥US #Nuclear fuel brokers @EvoMarkets have also joined the $100 Spot #Uranium Party 💯🎂🍾🥳💃🕺 UP +$5.50 to $100/lb #U3O8 🚀 as the party is only just getting started.🍺⏳😃🐂 #Nuclear ! 🎇🎆🤠🚆 #RideTheWave 🌊🏄

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

8 months

There is that saying about living in #interesting times! Well, indeed we are. So much going on in our industry; its hard to keep up – biggest update of the year below. Mostly a red day in #uranium land on #ASX Wednesday; following weakness in NA (US inflation data driven); but

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

This is a step in the right direction! #uranium $cxu Libs fully supportive of uranium mining. And willing to make an election issue out of it. Brilliant work @LibbyMettam

Libs pledge return to new WA uranium mining

Liberal leader Libby Mettam has vowed to overturn WA’s ban on new uranium mines if her party wins government at the 2025 election.

thewest.com.au

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

Media is in overdrive about this. #uranium $cxu @ToroEnergyASX At the very least; the WA public will be becoming much more aware of the issue; absolutely a good thing.

Western Australia poised for uranium mining revival as political support grows

Just days after Federal Liberal party leader Peter Dutton came out in hard-hitting support of nuclear power, his Western Australian counterpart has backed

smallcaps.com.au

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

11 months

WA public is waking up to how out of date the #uranium mining ban is. Hand in hand with the national debate on #nuclear . Premier Cook did a U-turn (pun intended!) on heritage laws when the view of the people was clear. He can do the same here. #auspol $cxu #cop28 Link to my

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

8 months

Did the Australian Prime Minister @AlboMP just... "mis-speak"? (thats the politically correct term for it if i recall.) #uranium #nuclear #auspol $cxu Quote Albo when commenting on nuclear "It doesnt help with the cost of living and it CERTAINLY DOESNT HELP WITH CLIMATE

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

Russian plans to invade #Kazakhstan ? Maybe just rumours or misinformation. But wow if this were to occur the #uranium price would go through the roof. $cxu

From the UraniumSqueeze community on Reddit: Leaked audio reveals Russian plan to occupy Kazakhstan...

Explore this post and more from the UraniumSqueeze community

www.reddit.com

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

8 months

Spot price off and a tough few days for #uranium stocks, especially on #ASX . NA stocks finally showed some green today; so which way will ASX go – follow spot down; or NA equities up? $CXU Against a backdrop of zero new pounds in the market and increased new builds and future

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

4 months

Very pleased to finally announce the rig is spinning at our Yanrey project; drilling for #uranium . $cxu #asx We had been delayed due to some quite extraordinary weather, but now its full steam ahead with 25,000 metres to be drilled (a big campaign!). And given we don't have to

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

8 months

#australians need to know the detail on this. #didyouknow #FactCheck Below is a chart directly from the AEMO 2024 ISP report. #uranium #nuclear $cxu #gencost #aemo This shows the breakdown of all assumed installed capacity storage in the NEM; by 2050 CER accounting for 65% of

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

5 months

Regular #asx #uranium and #nuclear market update So much going on in #auspol land for uranium and nuclear; against a backdrop of a short term weak spot price; public holiday on ASX yesterday so will we take a lead from North American stocks which had a reasonable day despite

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

6 months

Significant number of interesting stories coming out of WA here with respect to the momentum towards #uranium policy change; a big chunk of the #ASX junior land is presenting at the @VEvents_RIU conference in #Sydney this week. $cxu #nuclearenergy #nuclear Global news 1. Spot

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

5 months

This is the #export of #uranium from #Australia . $cxu Happens day in, day out, without incident. Yet for some reason we can't do it in Western Australia Pls press ❤️ and reshare to tell @RogerCookMLA that you support removing the WA uranium ban!

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

4 months

I urge all sides of the energy debate to listen to Dr Adi Paterson, the former CEO of @ANSTO , Australia's peak nuclear scientific body. In my role I have the honour of interacting with Adi; he is the most knowledgeable and qualified person on the position of nuclear in Australia

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

11 months

WA's anti-uranium mining minister Bill Johnston steps down. The wind of change is blowing... #uranium $cxu #auspol

WA premier sees 'most technically proficient cabinet member' resign as energy minister steps down

Western Australia's Energy Minister Bill Johnston announces he is stepping down from cabinet and will not seek re-election in the 2025 state election.

www.abc.net.au

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

9 months

Please find attached an article published today calling out the inconsistency in Labor party positions on #nuclear and #uranium mining. $cxu #ASX It calls on those workers who are members of unions - to make your views known to your union leaders; and not just sit back and be

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

4 months

@SophieScamps To suggest nuclear makes a grid more insecure suggests you fundamentally dont understand how grids work. Or what they need, like inertia.

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

Todays #investor summary; #busyday ! Bit of life and momentum in #uranium ; #ASX stocks mixed. Huge amount happening especially in #wapol given the policy announcement of the Liberals. #nuclear #investing #mining $cxu Global news 1. Spot price has rebounded off its lows and up a

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

6 months

#ASX #uranium and #nuclear update for today! I am back over in Gods country ( #WesternAustralia ) for a few days of meetings. Always interesting to feel the different political vibes over here vs the East. Good to see international geopolitical concerns settling down a bit – lets

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

Beautiful day in #Perth today. Gods country! #westernaustralia More Parliament House meetings pressing the flesh on #uranium policy. And looking forward to presenting tonight! $cxu #auspol #nuclear @jpequitypartner @NicBrownbill1

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

7 months

Bit of momentum sneaking back into the U stocks! #asx #uranium investors. $cxu #nuclearenergy FYI; its coming up to school holidays here in Oz; so I will be out of the office for a couple of weeks. So I wont be posting regular market updates until I am back; but will still

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

10 months

Climate change and the push for decarbonisation has finally awoken the sleeping giant #nuclear industry. It is back, and it will be bigger and stronger than ever. Nothing can match the power density, green credentials, and long term stamina of nuclear. #uranium $cxu

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

6 months

G'day All, For those interested, please see the link below to today's discussion around the uranium mining policy in WA on @abcperth radio with Nadia Mitsopoulos and also Mia Pepper from @uraniumfree #uranium $cxu #nuclearenergy #auspol There was a lot more that could have

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

4 months

#ASX #uranium market summary! As the Libs / Nats nuclear policy is digested by the community; there is a whole lot of interesting polling coming out. But whats interesting – yes energy policy will be a contentious issue; but it seem you can’t fool the Australian public and

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

5 months

Broadly a red day for #asx #uranium equities on Monday. $NXG still being hammered for that physical buy notwithstanding positive sentiment about their timeframe to production. $cxu #nuclearenergy #asx Global news 1. Just as spot looked like it was gaining momentum; a fairly

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

5 months

Definitely worth the retweet. #uranium $cxu #asx #auspol Please distribute far and wide!

LCHF Matt

@LCHF_Matt

5 months

Here is an excellent critique of the CSIRO’s GenCost report from Judith Sloan in The Australian, today. “As with all modelling, it's a case of garbage in, garbage out. The assumptions in it range from the plausible to the absolutely ridiculous.”

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

2 months

****ON THE EDGE OF OUR SEATS WAITING FOR KAZATOM GUIDANCE**** North American #uranium equities largely positive overnight, but spot down a bit. Expectations on the news feeds of a KAP downgrade have reached fever pitch. Will #ASX price in any upside? Global news 1. Spot price

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

5 months

Horror day for #ASX #uranium yesterday; following on from a weak lead from North American equities. As I have heard many of the U bulls yelling; it’s a good buying opportunity! Nothing has changed with the macro thematic! Although knowing the ASX, things could be interesting

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Jonathan Fisher, The WA / Australian Uranium Guy

@CxuAsx

11 days

As many will have heard, the Australian Government has launched a surprise Parliamentary Inquiry into nuclear in Australia. #uranium #auspol $cxu Don't expect anything spectacular from this. This is a #sham to give an aura of respectability; straight out of Soviet playbooks.

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