John Leggett ✏️ @leggett_john Twitter profile

Last Seen Profiles

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John Leggett ✏️

@leggett_john

5 months

In case y’all haven’t noticed, #SPUT has quietly sequestered 550,000 lbs of #Uranium in just the first week of May. 🤠

I believe in U

@skysurfer75

5 months

#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.25% discount to NAV 50k lbs gobbled 116.9k trusts issued = $2.7m raised $45.8m in cash!

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John Leggett ✏️

@leggett_john

8 months

In case you missed this, take 83 seconds to hear what CNBC just said about #uranium . 👇

Richard Sacks

@rhsacks

8 months

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John Leggett ✏️

@leggett_john

1 month

Hold up: ✋A 10% Cut to Expected World #Uranium Supply is the same amount that triggered the last bull contracting cycle ‘06-‘12 when the Cigar Lake Mine flooded. The overall S/D setup is far better this cycle. This occurs right on que for fall contracting season. Cheers 🥂

John Quakes

@quakes99

1 month

Yes... this -13.65 Million lbs cut to #Kazakhstan 's #Uranium Production in 2025 results in nearly a 10% cut to total expected global #U3O8 supply in 2025 vs the previous guidance announced last year.🌏⛏️⏬🗜️ #UraniumSqueeze 🤠🐂

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John Leggett ✏️

@leggett_john

8 months

If you sweat day-to-day moves in equities, STOP & THINK: THE ONLY BRAND NEW #URANIUM MINE under construction IN THE WORLD (Global’s Dasa) won’t ship ore until Q1 2026. And, when it does, it will only make up 9% of a growing ANNUAL SUPPLY DEFICIT. Okay, enough yelling for today.

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John Leggett ✏️

@leggett_john

6 months

Long but EPIC so hang with me. Someone called the tragic flooding in Northern Kazakhstan “Close, but no Cigar (Lake).” That’s both clever and true (see KAP’s link below.) HOWEVER, from the standpoint of the future supply of #Uranium (the fuel for #Nuclear Energy) we’ve already

Borja

@piterloskot82

6 months

As in 2014, it will not affect production. Something is certain, there is no need for natural disasters or sanctions. Operational risks, lack of know-how, transportation issues, payments, insurance, ... the worldwide #uranium chain is broken

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John Leggett ✏️

@leggett_john

5 months

Imho: Brilliant! Why be unsure for 3 years as to how difficult it will be to get a #Uranium Waiver? Tenex says “show us you can get one within 60 days or your contract is cancelled.” Those who were hoping for an Ru export ban - you basically just got it.

Russian Uranium Supplier Tenex Issues Force Majeure Notice After US Ban

Russia’s state-owned uranium supplier Tenex has notified US customers they have 60 days to secure a waiver exempting them from a law recently signed by President Joe Biden that bars imports of the...

www.bloomberg.com

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John Leggett ✏️

@leggett_john

5 months

Wow, another 200k lbs of #uranium sequestered. I’m almost starting to feel sorry for Utilities. 😆

I believe in U

@skysurfer75

5 months

#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +0.42% premium to NAV 200k lbs gobbled 69.8k trusts issued = $1.6m raised $28.4m in cash!

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John Leggett ✏️

@leggett_john

6 months

“ #Uranium is now in a state of sustained supply deficit through 2040.” —Ben Finegold, Ocean Wall. Excellent job by @antonioresource

+$106 Uranium, China-Kazakhstan Issues, Cheap Junior Stocks | Ben...

$106 Uranium, China-Kazakhstan Issues, the HALEU Shortages, and Cheap Junior Stocks - this interview with Ben Finegold had it all for #uranium investors.Ben ...

www.youtube.com

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John Leggett ✏️

@leggett_john

1 year

A research firm that is popular w hedge funds just went long #uranium (via URA) a moment ago. That’s as much as I’m saying - I don’t want to get kicked off their list.

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John Leggett ✏️

@leggett_john

2 months

“9 out of the next 12 years (of #uranium required) isn’t under contract (yet).” “Over the next several years, a couple billion pounds need to be contracted.” —Mike Alkin, CIO Sachem Cove @ 25 Minute mark. #Nuclear

RCTV Live | Core Conversations Featuring Mike Alkin

WATCH: Red Cloud Financial Services Presents: Core Conversations with Mike AlkinAs the co-founder and Chief Investment Officer of Sachem Cove Partners, Mike...

www.youtube.com

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John Leggett ✏️

@leggett_john

2 years

ODD LOT ALERT: When I see a specific odd lot of #uranium pounds purchased by SPUT, I believe it suggests that particular seller’s current inventory has been completely cleaned out. Since inception I recall this happening roughly five times. Bullish.

I believe in U

@skysurfer75

2 years

#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy +1.17% premium to NAV 259.98k lbs purchased!! 569.1k trusts issued = $7.3m raised $48.7m in cash!!! Lock & load!!!!!

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John Leggett ✏️

@leggett_john

16 days

Thanks to articles in the NY Times, Bloomberg, Washington Post, CNBC and others… Today is the day many new investors will be introduced to the concept that AI’s insatiable power needs can only be satisfied by the energy density offered by #Uranium via baseload #Nuclear .

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John Leggett ✏️

@leggett_john

5 months

Biden signed #Uranium Import Ban!

Biden Signs Ban on Imports of Russian Nuclear Reactor Fuel

President Joe Biden on Monday signed legislation banning the import of Russian enriched uranium, starting a 90-day countdown until limits on shipments of the reactor fuel take effect.

www.bloomberg.com

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John Leggett ✏️

@leggett_john

1 year

A huge potential catalyst for #Uranium is something very few are talking about lately. The book value of KAP (per Guru Focus) is $3.2B. This potential contract w China (theoretically still in negotiation) is shareholder-pre-authorized to go as high as 200% of BV or up to $12.4B👇

John Quakes

@quakes99

1 year

📰Shareholders of world's largest #Uranium miner Kazatomprom $KAP have approved by a 91.91% vote the concluding of a major yet-to-be-announced long term supply contract with China's CNNC.🇰🇿⚛️⛏️🛒🇨🇳🗳️✅ The approval also allows further transactions with CNNC of up to "200% of the

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John Leggett ✏️

@leggett_john

6 months

“ #Uranium could triple from here.” —Famed investment author Lawrence McDonald: 18 minute mark. He also says electricity demand from AI alone is forecast to quadruple.

Inflation Isn’t Going Away And Investors Own The Wrong Assets (Here’s...

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.VanEck Bitcoin T...

www.youtube.com

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John Leggett ✏️

@leggett_john

1 year

12-minute mark: “CANNOT find a single entity that would sell you a half million pounds (of #uranium in the spot market) right now - THAT I AM QUITE CERTAIN OF.” -Per Jander, WMC. In case you missed it.

James Connor at the World Nuclear Symposium 23 - London, UK

Nuclear Energy and Uranium Stocks Interviews with WNA, WMC Energy, Denison Mines, Urenco, Kazatomprom, UxC, NexGen Energy, and Sachem Cove Partners. In thes...

www.youtube.com

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John Leggett ✏️

@leggett_john

4 days

Personal: Some of y’all know we live in Asheville which has been devastated by flooding that surpassed records set in 1917. We’re fine/house is fine - we’re on a hill. Just got electricity. No running water. No internet but we can text. I’ll be back soon my #Uranium friends.

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John Leggett ✏️

@leggett_john

4 months

88 to 2! #Nuclear is Bipartisan. #CleanEnergy powered by #Uranium .

John Quakes

@quakes99

4 months

Yee-Haw!🤠🐂 The US Senate has passed bill S.870, which includes the history-making “Accelerating Deployment of Versatile, Advanced #Nuclear for #CleanEnergy (ADVANCE) Act”🏇⚛️⚡️🏗️🇺🇸 by a vote of 88 to 2🗳️✅ and now goes to President Biden to be signed into law.📜✍️ #Uranium 🌊🏄

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John Leggett ✏️

@leggett_john

9 months

About a week ago Cameco put out an $800k RFP for Alkali needed at CCJ-KAP-JV-Inkai. Someone educated me that it would be used as pre-leech to make the acid work better. Point is - you wouldn’t need that if the acid was still working well. Then this👇

Mineral Stocks Investor

@mineralstocks

9 months

There's new rumours our there that $KAP Kazatomprom has overproduced their older assets (leached too agressively for too long with acid) and have depleted them. If true (I doubt it's as bad as Kuppy writes tbh), that would totaly and completely break the #uranium market...

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John Leggett ✏️

@leggett_john

5 months

Keep in mind that this is a double-positive because it frees up $2.7 Billion in funding allocated to strengthening the #Uranium Fuel Supply Chain. Among other things, we should see more RFPs from the Dept of Energy for US-origin pounds (at premium prices.) 🤠

Rick Grimsley

@saab340b

5 months

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

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John Leggett ✏️

@leggett_john

2 months

“We believe 2025 ($KAP #Uranium ) production guidance will be drastically reduced.” —Goehring & Rozencwajg #Nuclear #Energy

Uranium Markets: A Drama in the Making

G&R discuss the upcoming Kazatomprom's announcement of its 2025 production plans and half-year financial results, impacting the global uranium markets.

blog.gorozen.com

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John Leggett ✏️

@leggett_john

20 days

“Kazatomprom inventories have fallen below their standard 6-month #uranium supply for the first time since 2016.” —Ben Finegold, Ocean Wall

Ben Finegold on Why Uranium Price is Going Much Higher

Ben Finegold, Director at Ocean Wall provides a frank discussion on where he sees risk to the uranium price. WAIVER & DISCLAIMERIf you register for this web...

www.youtube.com

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John Leggett ✏️

@leggett_john

2 years

You might read “67m lbs” and think oh well that’s across 12 years so it’s not a big deal. But LOOK AGAIN: This is 10% more U308 than everything SPUT has stacked since its inception. That’s one big damn #uranium order! 💥💥💥

John Quakes

@quakes99

2 years

Boom!🎆 Cameco $CCO $CCJ & Energoatom Agree on Commercial Terms to Supply #Ukraine ’s Full Natural UF6 #Uranium Needs through 2035 in a 12-year deal of up to 67+ Million lbs #U3O8 🐳 largest contract in Cameco's history!📜🤠🐂 #mining #Nuclear #Canada 🌊🏄

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John Leggett ✏️

@leggett_john

9 months

Wife asked: Why the #uranium rally? So I start in… Maybe UK life extensions? Or six new reactor builds announced for France? Or $500m DOE reactor fuel rfp & the 300m UK reactor fuel investment? Or positive articles in FT & WSJ? Or the coming ban? Or rising spot price? Etc😆

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John Leggett ✏️

@leggett_john

1 month

“I think triple digit #Uranium is going to be the norm going forward.” — Lobo Tiggre U discussion begins 45 minutes in.

Lobo Tiggre: Recession Is Here – Why Gold & Uranium Are Your Best Bets

Episode · Wealthion - Be Financially Resilient · There are plenty of signs flashing recession, warns Lobo Tiggre, CEO of The Independent Speculator. He joins James Connor to explain why a recession...

open.spotify.com

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John Leggett ✏️

@leggett_john

2 months

In case you missed it👇 #Uranium

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John Leggett ✏️

@leggett_john

6 months

Hearing words like this from any President - directly addressing the importance of #Nuclear Power and friendly sources of #Uranium was unimaginable a few short years ago.

John Quakes

@quakes99

6 months

🤠🐂"For too long we've relied on imported #Uranium to power #Nuclear reactors. Imports from places like #Russia we can't trust at all. My administration is working to change all that. We're investing $3.4 Billion in producing advanced nuclear fuel right here in America."🇺🇸⚛️⛏️💰

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John Leggett ✏️

@leggett_john

1 month

“Kazatomprom’s ( #Uranium production) downgrade should be a concern for Western Utilities…” —Per Jander, WMC Energy

World’s largest uranium producer slashes production target

Move by Kazakh mining company Kazatomprom threatens to squeeze supplies of the radioactive fuel

www.ft.com

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John Leggett ✏️

@leggett_john

3 years

@quakes99 WMC said huge increase to demand as the market moves from underfeeding to overfeeding. And regardless sanctions, fuel buyers are already seeking alternative suppliers. It’s one thing to read this on Twitter but this is from people actively buying millions of $ of uranium daily!

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John Leggett ✏️

@leggett_john

6 months

“( #Uranium ) Spot market is very thin on both sides” “If a 500k lb order was placed today, you couldn’t find the material and we’d be back over $100 (lb).” There are a few names you should always listen to — Bram is one of them. h/t @capnek123

Uranium Market Update by Bram Vanderelst

Interview with Bram Vanderelst, a uranium trader and head of Curzon Uranium.At Curzon Uranium he started the company and build up a trading business from the...

www.youtube.com

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John Leggett ✏️

@leggett_john

11 months

✅ In case you missed it (I nearly did,) so far this week, another quarter million pounds of #uranium have been scooped up by Per Jander to be permanently sequestered. 🤠

I believe in U

@skysurfer75

11 months

#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -2.05% discount to NAV 150k lbs purchased!!! No trusts issued = no $ raised $31.5m in cash!

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John Leggett ✏️

@leggett_john

4 months

Shame on me for being busy today and missing literally the most game-changing tweet I’ve ever seen👇. #Uranium . 🤯

John Quakes

@quakes99

4 months

Ker-pow!💥🥊 US @ENERGY Secretary calling for the US to build 200+ more large gigawatt scale #Nuclear reactors.⚛️🏗️👷🇺🇲 F-ing unbelievable!🤯 #Uranium demand to the moon, stars and beyond!⛏️🛸🌜✨🌌🤠🐂

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John Leggett ✏️

@leggett_john

2 years

Just saw this $URNM banner ad on my Kitco app. Sprott firing up their marketing machine! Let’s go!

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John Leggett ✏️

@leggett_john

9 months

Here comes Media Attention Phase #Uranium ✅

CNBC's Fast Money

@CNBCFastMoney

9 months

Cameco stock climbs on requests for domestic uranium supply, and @timseymour says there's no question demand will continue moving $CCJ higher.

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John Leggett ✏️

@leggett_john

10 months

Hedgeye the preeminent advisor to hedge funds went long $URNM this morning. #Uranium

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John Leggett ✏️

@leggett_john

10 months

We’re blessed with a treasure trove of #Uranium experts who devote their lives to the sector along with financial institutions and traders who specialize in this space (most of whom personally experienced the previous bull cycle.) So if you’re going to take advice from people

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John Leggett ✏️

@leggett_john

7 months

The #Uranium investing community owes such a debt of gratitude to the Professor. He is putting down a marker here — so read it, or you’ll wonder later what happened😬. Enjoy Spring on the island Sir and I hope the recharge occurs swiftly. 🍻

John Quakes

@quakes99

7 months

📝Well, folks... today the supply vs demand fundamentals supporting a decade long bull run for #Uranium #mining #stocks are the best in 50 years🏆 going all the way back to the first #Nuclear Renaissance of the 1970's.🦕🌅⚛️🤠🐂 Never in my wildest imagination did I see this day

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John Leggett ✏️

@leggett_john

8 months

I really enjoyed being interviewed today by CapitalCosm. I hope you get something out our #uranium discussion. Thanks Danny @CapitalCosm for including me.

CapitalCosm

@CapitalCosm

8 months

🔴It was my pleasure hosting @leggett_john on the show today mythbusting #uranium bear thesis tropes! This is a MUST WATCH for uranium investors 👇

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John Leggett ✏️

@leggett_john

6 months

“Busiest I’ve ever seen it.” “Utilities active in the Term Market right now” —Per Jander #Uranium H/t @capnek123

Uranium Market Insights & Update by Uranium Trader Per Jander

Interview with Per Jander, WMC, Director, Nuclear Fuel and Investor ServicesPer joined WMC with a broad background in the energy sector spanning 20 years. Mo...

www.youtube.com

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John Leggett ✏️

@leggett_john

1 year

I know it’s near the end of the session in a rough macro tape but how does news that Russia is looking to buy spot #uranium not spark a U-sector rally? We all thought they had an abundance of material.

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John Leggett ✏️

@leggett_john

1 year

Askar: “The #Uranium market will be tight through the end of the year” (pause) “But then next year, — won’t be any better.” I laughed because I was wondering what was coming after that pause. Great interview by @capnek123

Askar Batyrbayev - all you need to know about current uranium market

Interview with Askar Batyrbayev, expert in uranium commercial operations, strategy, marketing, sales and logistics. Askar worked as a Chief Commercial Office...

www.youtube.com

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John Leggett ✏️

@leggett_john

2 years

Since it’s already public knowledge, I’ll share that just moments ago on the Hedgeye Macro Show, Keith reiterated that he bought #uranium in their Macro Pro service. ✅

John Quakes

@quakes99

2 years

Boom!🎤 Founder/CEO of @Hedgeye Risk Management, whose 40+ research analysts provide "Hedge-Fund Quality Research For All Investors" via "actionable, alpha-generating insights for world’s largest asset managers" signals to his 243K followers that he's "bought #Uranium "!🛒⚛️⛏️🤠🐂

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John Leggett ✏️

@leggett_john

8 months

Twas the night before Q4 earnings and all through $KAP’s house, not a wellhead was stirring, something something. #Uranium

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John Leggett ✏️

@leggett_john

6 months

“In the 1970’s the US Utilities directly invested in 28 #Uranium -mining ventures (to help ensure their security of supply.) Will they have to do that again? Possibly!” —Dustin Garrow #Nuclear Fuel Consultant

Uranium Market Insights + Uranium Auction + Fuel Banks - Dustin Garrow

Interview with Dustin Garrow, a uranium expert with more than forty years professional experience in global commercial #nuclear fuel markets including market...

www.youtube.com

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John Leggett ✏️

@leggett_john

1 year

Askar: “ANU increasing fund to $500 million” (from $400m to buy physical #uranium .)

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John Leggett ✏️

@leggett_john

2 years

#Uranium As of the ‘90s most of Africa didn’t have telephone landlines. Africa still doesn’t and NEVER WILL. Why? Technology made it more economical to skip directly to cell service. Similarly, countries that have never had large reactors will skip directly to affordable SMRs.

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John Leggett ✏️

@leggett_john

8 months

Stop 🛑 and think about this: People are focused on the inability of Kazatomprom and Cameco to meet their goals to increase #uranium production. In the meantime, Orano reports an outright NET PRODUCTION DECREASE of -5% in 23 vs 22. (and it’s not just due to Somair, see thread.)👇

LookingForHiddenValue

@gjermundgroven

8 months

So I finally got to listen to Oranos Conference call, and around 1:16:55 they say they produced 7,146tU of uranium in 2023 compared to 2022 production of 7,524tU. -> A reduction of 5%. (18.6Mlbs in 2023 vs 19.6Mlbs in 2022). Have anyone seen what they guided for 2023?

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John Leggett ✏️

@leggett_john

4 months

“AI could increase data center power needs by 160%.” —Goldman Sachs #Uranium #Nuclear #CleanEnergy

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John Leggett ✏️

@leggett_john

1 year

Imho: Cameco is going to get tighter with its #uranium order book sooner than most expect. Why? Westinghouse. WEC aims to be a “one stop shop.” CCJ cannot allow themselves to get in the position of being unable to meet demand from WEC’s rapidly growing customer base.

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John Leggett ✏️

@leggett_john

8 months

Become a student of the physical #uranium market and you’ll know where you are in the cycle. We haven’t even had one year of replacement rate contracting (restocking) yet. We have YEARS to go with no significant supply response anywhere on the horizon.

Nick Lawson

@lawse

8 months

After a huge rally there was inevitably going to be retracement. Uranium was $110 lb offered after the KAP production cut on 1st February. It felt like #uranium went up every day from $50 lbs last summer and now has plateaued recently at over $100 lb. We suspect a lot of

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John Leggett ✏️

@leggett_john

2 months

Experts on #uranium such as Art Hyde and Ben Finegold have stated they expect 2H ‘24 contracting to catch up to Full Year’23 which suggests +130m lbs. That may be conservative: Remember that One Utility Alone - Energoatom w just 13 reactors, signed a 67.3m lb contract in ‘23.

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John Leggett ✏️

@leggett_john

6 months

“Throw the kitchen sink at it - bring em all on (all brownfields, max current producers, Arrow, etc.) AND YOU STILL HAVE a cumulative deficit of 180m lbs by 2030.” — Mike Alkin, Sachem Cove Mike is the world’s foremost expert on #Uranium supply/demand.

Uranium Mining all the way to Nuclear Power (Mike Alkin Interview)

Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, a specialty Uranium fund based in New York. This is an extremely high-level d...

www.youtube.com

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John Leggett ✏️

@leggett_john

20 days

“16 reactors are being built at 8 sites.” —China I’m looking forward to the day when a statement like that can be made in the west. #Uranium demand.

NucNet Nuclear News

@NucNetNews

20 days

🇨🇳 #China : Hot Functional Testing Completed For Unit 1 At #Taipingling Nuclear Power Plant 16 domestic #HualongOne reactors are being built at eight sites #NuclearPower #NulcearEnergy #NuclearNewBuild

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John Leggett ✏️

@leggett_john

21 days

Higher SWU (Enrichment) and Conversion prices precede every leg up in U3O8 prices. Utilities first contract for Enrichment, then for Conversion, then for the #Uranium U3O8 feedstock necessary to complete their Conversion & Enrichment contract commitments.

John Quakes

@quakes99

21 days

🐳 Spot #U3O8 may not have moved higher this past week🎠 but #Nuclear fuel brokers @UraniumMarkets reported another +$1.50 rise in leading Spot #Uranium price indicator Conversion to a new all-time record industry high of $71.50/kgU⬆️🌋 with sellers now asking $75.🧀🐭🤠🐂🌊🏄

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John Leggett ✏️

@leggett_john

10 months

“2024 Is when Utilities will be tripping over themselves to buy #uranium ” -Kuppy

MH+ Ep.23 : Kuppy’s Korner

On this weeks Huddle +, Patrick welcomes back to show, the man, the myth, the meme-lord that is, Harris Kupperman. Kuppy gives us a quick update on what he’s...

www.youtube.com

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John Leggett ✏️

@leggett_john

4 months

“Hundreds of Billions” in loans available. Let that soak in. #Uranium .

John Quakes

@quakes99

4 months

📰US @Energy Secretary Granholm urges Utilities to build new #Nuclear reactors, says DOE’s Loan Programs Office “stands ready to help with hundreds of billions of dollars in #CleanEnergy financing."💰⚛️⚡️🏗️👷🇺🇸🤠🐂 #Uranium #CarbonFree #EnergySecurity 🌊🏄

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John Leggett ✏️

@leggett_john

5 months

UxC’s Hinze says “ ( #Uranium ) prices could be moving back to triple digits.”

U308 Renaissance Man

@U308RM

5 months

"The Russia ban is a big deal," said Jonathan Hinze, president at UxC, a nuclear-fuel market information and analysis firm. "It will shape the nuclear fuel markets for many years to come." #uranium .

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John Leggett ✏️

@leggett_john

4 months

“…the URNM names will dramatically outperform the metal (as the #Uranium bull market develops.)” —Larry McDonald, Bear Traps Founder and famed strategist. URANIUM Discussion begins at the 11:45 mark.

Larry McDonald | Uranium Bull Market 2nd inning, energy, commodities,...

In part 2 of our interview with Larry McDonald, Founder of The Bear Traps Report, we dive deeper into the future of jobs and the impact of energy investment ...

www.youtube.com

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John Leggett ✏️

@leggett_john

1 year

Gitzel’s warning to fuel buyers: “If you wait until 2025 to contract you’ll miss the contracting cycle and be exposed to a small discretionary spot market.” [Starting at 17 minutes into the $CCJ #uranium producer’s Q1 earnings conference call.]

Page not found

www.cameco.com

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John Leggett ✏️

@leggett_john

10 months

The Senate has historically led the charge (to ban Russian #Uranium ) - the House was the wildcard. Now that the House passed it, I’d expect easy passage in Senate and a swift POTUS signature. ✅✅✅

NostraThomas 🇨🇦🇸🇮

@SloCan68

10 months

#BoomAlert #uranium 💥 The Bill has passed! Uranium Russian Sanctions move to the Senate.

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John Leggett ✏️

@leggett_john

8 months

Just think…KAP guided down by the equivalent of Niger 🇳🇪 TIMES TWO. You may recall that Europe was getting 24% of its annual #uranium from Niger 🇳🇪

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John Leggett ✏️

@leggett_john

5 months

Last night’s Uranium Insider subscriber video was epic. Justin @uraniuminsider & Rick are a rare asset to the #Uranium Investor Community. Everyone who wants nuanced fundamental & technical analysis should subscribe.

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John Leggett ✏️

@leggett_john

6 months

Trader Bryn Talkington says buy $URNM #Uranium on today’s #CNBC Fast Money Halftime Report!

Richard Sacks

@rhsacks

6 months

CNBC “Half Time” today - the “thematic” is broadening out.

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John Leggett ✏️

@leggett_john

23 days

Don’t miss this epic thread from Professor Quakes. Like a magician sharing his “how to” book, he provides all the links you would ever need to stay on top of relevant #uranium news. I’ll be spending hours updating & prioritizing follows based on this. Thank you Sir!

John Quakes

@quakes99

23 days

🗣️📢🙉OK.. OK.. I hear U!🦻😆 U don't want me to leave U⛓️ or stop tweeting about #Uranium #mining #stocks & #Nuclear #energy for U😟... I get it!👍🤠🐂 I'm willing to compromise.🌉 Here's what I'll do to help U...🆘🚑 1⃣ If I happen to be online and I see big news that I think

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John Leggett ✏️

@leggett_john

1 year

What attracted me most to #Uranium investing is a simple hard truth: While “the cure for high prices - is high prices” in nearly all commodities, Uranium by contrast will require “consistently high prices for a very long time (ie several to many years) to cure its deficit.”

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John Leggett ✏️

@leggett_john

4 months

It’s simple: (A) BASELINE CONSUMPTION👉 ~180m lbs per yr burned by existing reactors. (B) ADD👉 Life extensions. Restarts. Uprating. New Builds. Overfeeding. & 22 Govts pledging to triple nuclear. (C) SUPPLY👉 #Uranium production is ~50 million lbs per yr BELOW BASELINE. Yikes.

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John Leggett ✏️

@leggett_john

1 year

“The main producers are essentially sold out of material ( #uranium ) for the next three to four years.” -Justin Huhn at the 52:25 Minute mark

Uranium Insider Talks | Platinum Troubles | Gold Miner Up 50%

Uranium Insider, Stephen Stewart, and Luc ten Have joined me for this weekly commodity overview of the 37th week of the year, which covers September 11 throu...

www.youtube.com

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John Leggett ✏️

@leggett_john

4 months

Justin @uraniuminsider is always educational but when he gets in a discussion with someone who can absorb details and fire back high-level questions… that’s where he really shines. Excellent #Uranium and #Nuclear podcast ✅

Justin Huhn: Long Term Uranium & Nuclear Power Bull Market Will Be...

Jason Burack of Wall St for Main St interviewed returning guest, uranium and nuclear power expert Justin Huhn of Uranium Insider https://www.uraniuminsider.c...

www.youtube.com

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John Leggett ✏️

@leggett_john

11 months

Full video: #Uranium rally in early innings, Sprott Asset Management CEO suggests (h/t @SloCan68 )

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John Leggett ✏️

@leggett_john

4 months

14 New French Reactors making 23 Gigawatts is equivalent to 21 Westinghouse AP 1000 Flagship Units (rated at 1.1 Gigawatts ea.) These EDF Reactors are big-bad-mamma-jammas that will gobble a whole lot of #Uranium especially at startup. 🍻

John Quakes

@quakes99

4 months

Holy Cow!🐮Yesterday's announcement that #France will build 8 giant EPR2 #Nuclear reactors is in addition to 6 EPR2 builds already approved🎇🎆😲 to bring the total to 14 new reactor builds adding a massive 23 Gigawatts!🇫🇷⚛️🏗️Incroyable!🤠🐂 #Uranium 🌊🏄

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John Leggett ✏️

@leggett_john

1 year

#Uranium Forcast from the highly respected Goehring & Rozencwajg

[INTERVIEW] Uranium at Inflection Point, Will Get Completely Out of Hand

Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, joined Charlotte McLeod of the Investing News Network for a closer look at the uranium market.

blog.gorozen.com

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John Leggett ✏️

@leggett_john

8 months

Your assignment this weekend or anytime before Feb 1 is to listen to these experts on Kazatomprom $KAP. It’s a long conversation but will illuminate your understanding of the challenges facing the world’s largest #uranium producer in a manner that you cannot get any other way.👇

Uranium Insider

@uraniuminsider

10 months

If you are invested in uranium or are considering it, this segment of our last UI Members Webinar with Nick and Ben from @oceanwall2 is a MUST watch. What was discussed is so fundamentally important that we decided to share it publicly. Please enjoy.

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John Leggett ✏️

@leggett_john

1 year

I cannot overstate the importance of this increasing #Uranium Replacement Rate Contracting news update. It’s far more of a game-changer than day-to-day spot prices.

Uranium Insider

@uraniuminsider

1 year

99m lbs officially inked YTD for long-term U3O8 contracts

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John Leggett ✏️

@leggett_john

5 months

My new video on the #Uranium Ban is premiering at 4 pm Eastern today! @CapitalCosm

🔴 Russian Uranium Ban: 8 Things You NEED To Know Under 20 Mins! 🤯 |...

✅ Get the most up to date and in depth analysis of the uranium market with Uranium Insider here 👇https://members.uraniuminsider.com/a/41334/ujimRAqaYou can ...

www.youtube.com

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John Leggett ✏️

@leggett_john

3 months

@ItsWarrenIrwin A) The reason SPUT, YCA, and (unquantifiable) Hedge Fund pounds haven’t moved the price even higher is because those accumulations have primarily served to clear up secondary supplies ie above ground mobile inventory that was trading around the market since Fukushima - thereby

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John Leggett ✏️

@leggett_john

5 months

“The cost of #Uranium is an absolute pittance compared to the overall operating cost of a #Nuclear Reactor.”👇

Bruce MacDonald

@bruceamacdonald

5 months

Discussion on BNN this morning about uranium demand being price in elastic. @quakes99 @KingKong9888 @duediligenceguy to

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John Leggett ✏️

@leggett_john

16 days

Excellent News: Tariff on Chinese EUP raised to 25% effective next week! #Uranium 👇

John Quakes

@quakes99

16 days

⚠️Yesterday the Office of the US Trade Representative (USTR) posted on the Federal Register a Notice outlining changes to US Section 301 tariffs on certain products imported from #China , including #Uranium .🇨🇳🚢⚛️⛏️➡️💰🇺🇸 The changes stem from a Four-Year Review by USTR and by

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John Leggett ✏️

@leggett_john

9 months

Not all news & analysis carries equal weight. This👇is a must read for #uranium investors. It reminds me of a recent comment by Ocean Wall’s Nick Lawson. I’ll paraphrase: “~Kazatomprom is like the Saudi Arabia of uranium. Imagine picking up a newspaper and reading that Saudi

John Quakes

@quakes99

9 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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John Leggett ✏️

@leggett_john

1 year

Now that’s 20 seconds worth re-tweeting. #Uranium

Big Mike

@surfsk8sno

1 year

$BMN $BNNLF #uranium #U3O8 Brandon Munro sounds pumped about the uranium market!

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John Leggett ✏️

@leggett_john

1 year

Repeat after me: “No overhead resistance on $URNJ” just blue sky.” #Uranium

MoreThanMe

@MoreThanMe10

1 year

Very interesting volume coming through for $URNJ. #uranium

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John Leggett ✏️

@leggett_john

1 year

Dear Warren @ItsWarrenIrwin . Let’s reexamine where the supply came from to make up for the #Uranium supply deficit prior ‘23. Note that we are now back on pace for at least consumption rate (if not replacement rate) contracting in ‘23. Previous sources of secondary supply:

Warren Irwin

@ItsWarrenIrwin

1 year

#uranium . Supply response to higher prices starting to add up. Possible new supply from Kazaks, Cameco, NexGen of course, BHP’s Olympic Dam, Orano’s Mongolian deal, Sweden possibly opening up access to world’s two largest uranium deposits. What else have I missed? No better

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John Leggett ✏️

@leggett_john

16 days

🤠 Three Mile Island restart deal w Microsoft #Nuclear powered by #Uranium ! 👇

Mark Nelson

@energybants

16 days

BREAKING: BLOCKBUSTER MICROSOFT DATACENTER DEAL RESURRECTING THREE MILE ISLAND NUCLEAR PLANT Microsoft and nuclear plant owner Constellation have agreed to a massive, unprecedented deal to restart the closed Three Mile Island by 2028 to power its datacenters, per the New York

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John Leggett ✏️

@leggett_john

10 months

Another 256,000 lbs of #Uranium sequestered. ✅

I believe in U

@skysurfer75

10 months

#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -3.03% discount to NAV 256k lbs gobbled No trusts issued = no $ raised $19.4m in cash!

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John Leggett ✏️

@leggett_john

11 months

If you’re a #uranium investor and you don’t watch this, you’re bloody kidding me.

Uranium Bull Run: Procurement Strategies on Demand Surge and Market...

Recording date: 27th October 2023We are grateful to have Dustin Garrow, Managing Principal of Nuclear Fuel Associates, to provide an overview as uranium is b...

www.youtube.com

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John Leggett ✏️

@leggett_john

17 days

🤠 India plans 50 SMRs. #Nuclear powered by #Uranium

TheMongrelCat

@TheMongrel_Cat

17 days

Wow. Just days after the Indian 🇮🇳 government approves NPCIL-NTPC JV 'Ashvini', a Joint Venture to pool #Nuclear financing and resources, plans are coming together to build a fleet of 50 small #nuclear reactors based on a redesigned version of their 220-megawatt PHWRs. #uranium

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John Leggett ✏️

@leggett_john

5 months

Wondering about the new Ban on Russian #Uranium ? This quick 20-minute video will clear up some of your biggest questions.

🔴 Russian Uranium Ban: 8 Things You NEED To Know Under 20 Mins! 🤯 |...

✅ Get the most up to date and in depth analysis of the uranium market with Uranium Insider here 👇https://members.uraniuminsider.com/a/41334/ujimRAqaYou can ...

www.youtube.com

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John Leggett ✏️

@leggett_john

1 year

“The buzz downstairs is that Utilities are waking up… and starting to wonder where the #uranium will come from.” Stephan Roman at WNA Conference

Global Atomic (TSX:GLO) - Business as Usual While Negotiations...

Interview with Stephen Roman, President and CEO of Global Atomic Corp. (TSX: GLO)Our previous interview: https://youtu.be/-R_UIu4eYekRecording date: 6th Sept...

www.youtube.com

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John Leggett ✏️

@leggett_john

2 years

CNBC covered #uranium positively a moment ago.

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John Leggett ✏️

@leggett_john

10 months

Don’t miss the bolded sentence in the fourth paragraph below. A fund manager recently pounded the table in a pay-walled interview that “ #Uranium is a generational wealth opportunity.” And now, after the COP28 announcement, I don’t see how anyone can argue his point.

John Quakes

@quakes99

10 months

⚡️ There are currently 436 operable #Nuclear reactors generating 392 Gigawatts of #CarbonFree #electricity that consume an estimated 65,651 tonnes of #Uranium (170+ Million lbs #U3O8 ) per year.⚛️⛏️🛒 TRIPLING Nuclear capacity & Uranium supply over the next 27 years will require

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John Leggett ✏️

@leggett_john

18 days

US reiterates intent to triple Nuclear Power at IAEA Meeting #Nuclear #Uranium 👇

Office of Nuclear Energy

@GovNuclear

18 days

WATCH 👀: @ENERGY 's David Turk delivers this message from @POTUS as part of the U.S. National Statement at the #IAEAGC Read the full statement:

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John Leggett ✏️

@leggett_john

4 months

Today’s White House #Nuclear Fact Sheet👇 is packed with pro-nuclear news portending ever-growing demand for #Uranium .

Fact Sheet: Biden-Harris Administration Announces New Steps to Bolster Domestic Nuclear Industry...

For decades, nuclear power has been the largest source of clean energy in the United States, accounting for 19% of total energy produced last year. The

www.whitehouse.gov

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John Leggett ✏️

@leggett_john

10 days

Someone understands the #Uranium Flywheel😉

John Quakes

@quakes99

10 days

Make that a US$6 Million stake of 300K shares in Sprott Physical #Uranium Trust on USD ticker $U.U taken by a BMO client so far this morning.🏧💰🤠🐂

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John Leggett ✏️

@leggett_john

6 months

Global Atomic #Uranium . Stephen is fired up! “This thing ($GLO $GLATF) is going gangbusters.” “ECOWAS dropping sanctions - borders reopening, banks re-engaging…Turkey back on track…”

Global Atomic (TSX:GLO) - On-Track for Uranium Production as Operat...

Interview with Stephen G. Roman, President & CEO of Global Atomic Corp.Our previous interview: https://www.cruxinvestor.com/posts/global-atomic-tsxvglo-rampi...

www.youtube.com

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John Leggett ✏️

@leggett_john

9 months

An at a glance comparison of 2024 vs the #uranium spot price spike of 2007: In ‘07, despite there being no serious deficit of supply (but after a few years of rising prices spurred by utility inventory restocking that began in ‘05) the brand new Cigar Lake Mine flooded -

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John Leggett ✏️

@leggett_john

4 months

At 27:10 mark: “The world is going to need another four to five Kazakh-size #Uranium mines” — Ben Finegold, OceanWall

Ben Finegold: Uranium's New Paradigm — Market Dynamics and How to...

Ben Finegold of Ocean Wall shares his latest thoughts on uranium supply, demand and prices. In his view, the market has still only reached its third inning, ...

www.youtube.com

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John Leggett ✏️

@leggett_john

6 months

In case you missed it #Uranium Flywheel starting to move. 👇

John Quakes

@quakes99

6 months

💥Today @Sprott Physical #Uranium Trust🏦 issued 99,700 shares to raise $2.2 Million🔥🏧💵😃 & stacked 100,000 lbs #U3O8 🛒🎆 as its NAV rose back up to $5.7B!⬆️💰 #SPUT still holds $33M cash🪙 closing at a tiny -0.30% Discount to NAV!🐁🤠🐂 #Nuclear #StackingDay 🛒🌊🏄

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John Leggett ✏️

@leggett_john

8 months

@JekyllCapital @SegraCapital I’d suggest @SmithWeekly Research. Andrew has a depth of understanding in the industry and omits the hype. Alternatively, @MacroVoices would reach a larger audience of generalist investors.

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John Leggett ✏️

@leggett_john

11 days

What? My mind has short circuited. 🤯 Don’t miss this Bloomberg article. Just Open AI alone envisions needing the equivalent of 25+ large reactors. #Nuclear powered by #Uranium

TheMongrelCat

@TheMongrel_Cat

11 days

Its unstoppable! OpenAI is considering 5GW Data Centers in multiple (5-7) locations across the US 🇺🇸 . It would be an unprecedented buildout using the eq. power of 25 to 35 1-Gigawatt #nuclear reactors. #uranium (link in reply)

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John Leggett ✏️

@leggett_john

8 months

View from where I’m not selling #uranium shares. Asheville, NC.

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John Leggett ✏️

@leggett_john

1 year

Yes! 143.7m lbs YTD (of goal 180+m lbs.) Means WE ARE STILL ON PACE to achieve THE most important indicator of a robust #Uranium Bull Market — Replacement Rate Contracting (for the first time since 2012.) 👏

Uranium Insider

@uraniuminsider

1 year

22.7M lbs. added to long-term contracts. Total now stands at 143.7M lbs YTD.

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