Uranium Insider @uraniuminsider Twitter profile

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Uranium Insider

@uraniuminsider

3 years

I know it seems like a lot of folks on #uranium Twitter are taking a victory lap. If you are a recent arrival to this investment thesis, know that we aren’t selling here. We are acknowledging that the moment we have waited years for has arrived. Congrats to the patient bulls 🍻

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Uranium Insider

@uraniuminsider

2 years

Just hit 40k followers today. I cannot tell you how humbling it is to have this great and growing community here. Thank you to each and every one of you!

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Uranium Insider

@uraniuminsider

3 years

For my birthday today, I fulfilled a lifelong dream: I planted a tree on a property that belongs to me. It feels different. About how I imagined. Feeing blessed beyond belief. I hope you all are having a great weekend 🍻🍻

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Uranium Insider

@uraniuminsider

2 years

Sprott Uranium Miners ETF incoming... $URNM

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Uranium Insider

@uraniuminsider

8 months

I’m deeply humbled by the messages & emails expressing gratitude. It’s been an emotional week between the personal stories shared with me and sending my kid off to college. I do my best to be stoic, but I’m really moved by it all. I appreciate all of you. A few quick thoughts..

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Uranium Insider

@uraniuminsider

2 years

Last night I hit 50k followers. I'm deeply humbled by this #urantwit community, and beyond grateful for the experience I've had here over the years. It's honestly difficult to put into words...so I'll just say – THANK YOU, sincerely. Happy to be on this ride with you all 🙏🏻🍻

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Uranium Insider

@uraniuminsider

2 years

When we cash in our chips a few years from now, nobody can say we didn't earn it.

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Uranium Insider

@uraniuminsider

2 years

The more I think about all of the moving parts of the #uranium sector and the various factors affecting this investment, the more difficult it is to summarize into a concise tweet. Hour-long interviews that feel like they could go for three and still not cover it all...

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Uranium Insider

@uraniuminsider

3 years

#Uranium — where you can have a respectable annual total portfolio return in a single day. What a market! 😳🚀

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Uranium Insider

@uraniuminsider

2 years

My wife crushed it with this one…

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Uranium Insider

@uraniuminsider

8 months

Largest 4hr volume for $URNM in its history.

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Uranium Insider

@uraniuminsider

3 years

Commodities are going to absolutely rip. What an exciting time to be alive.

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Uranium Insider

@uraniuminsider

2 years

Merry Christmas to all of my friends and followers here. I appreciate this community very much! Wishing you and yours a healthy holiday. 🙏🏻🎅🏻🍻

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Uranium Insider

@uraniuminsider

4 months

Bad timing, sellers

Jason Polansky

@polan13

4 months

*SENATE PASSES RUSSIAN URANIUM IMPORT BAN, SENDING BILL TO BIDEN #uranium $CCJ

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Uranium Insider

@uraniuminsider

3 years

A lot of folks asking me if it’s too late to get in on the #uranium bull market. Decade-long bear markets are not resolved with a six-month bull market. What we have here is a commodity ‘cycle’ supported by a SECULAR theme of a nuclear renaissance.

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Uranium Insider

@uraniuminsider

3 years

Most investors are not prepared for the kind of #uranium market we are about to witness. Doug Casey was right about the Hoover Dam through a drinking straw.

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Uranium Insider

@uraniuminsider

9 months

I haven't done a Uranium Market Minute podcast in almost 3 months. The episode that will drop tomorrow is not to be missed. We're on the cusp of something spectacular.

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Uranium Insider

@uraniuminsider

7 months

Starting to see the first Corporate Presentations imputing $100/lb. uranium. Much more of this is coming from all developing companies AND from analysts w/ updated price targets. A new uranium price paradigm is upon us.

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Uranium Insider

@uraniuminsider

2 years

Long-term SWU jumps from $72 last week to $120 this week.......

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Uranium Insider

@uraniuminsider

3 years

We had a good month, today.

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Uranium Insider

@uraniuminsider

2 years

Hey @quakes99 …Goldman is long #uranium . Can you believe it? What a ride this has been. Now comes the fun part :). Cheers my friend 🍻🍻

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Uranium Insider

@uraniuminsider

3 years

VERY intelligently-done, $CCJ. Market happy, shareholders happy. And what a signal to utilities: 40M lbs. contracted IN JANUARY. Originally: The return of term contracting is the real bull market. Then: Financials are here. Term contracting is a bonus. How about BOTH? 🚀

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Uranium Insider

@uraniuminsider

3 years

Rick Rule buying heavily this week. A little bird told me. Take it for what it is....

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Uranium Insider

@uraniuminsider

11 months

UxC reporting $73.50/lb. spot U3O8 (+$1.35)

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Uranium Insider

@uraniuminsider

10 months

Spot about to go. Buckle up

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Uranium Insider

@uraniuminsider

11 months

UxC reporting $72.15/lb. spot U3O8 (+$1.65)

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Uranium Insider

@uraniuminsider

2 years

I have to say…I’m really damn proud of how well most are handling this steep and sudden decline. Resource bull markets will test you, repeatedly. The other side of this selloff should be quite exciting, and the future of nuclear/uranium is what we’re here for. I’m jacked _____🍻

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Uranium Insider

@uraniuminsider

4 months

Sad to see the number of posts about expectations of tomorrow's move in equities re: Russian uranium ban legislation signing. Zoom out and have patience. We're in the midst of a multi-year supply deficit during a nuclear renaissance. Daily moves are practically irrelevant. Sigh.

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Uranium Insider

@uraniuminsider

3 years

A big THANK YOU to all of my followers! Just hit 30k. Incredible. I'm very grateful for all of you and for this platform. 🙏🏻🍻

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Uranium Insider

@uraniuminsider

3 months

The uranium sector has had a feeling of the boiling pot lid rattling for weeks. At some point it goes. Never short a quiet market, and ignore the technicians who are clueless about the physical market. That is all.

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Uranium Insider

@uraniuminsider

8 months

prices to persist for years. Take your price predictions and throw them out the window. Plane taking off. Enjoy the rest of your long weekend. A special thank you to anyone who has supported me with a UI membership. It means more than you know. 🙏🏻🙏🏻🍻🍻

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Uranium Insider

@uraniuminsider

9 months

UxC reporting $80.25/lb. spot U3O8 (+3.00)

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Uranium Insider

@uraniuminsider

2 years

What’s coming for #uranium is coming regardless of what JPow says or what the Fed does. No stopping it. If the market gives us buying opportunities in the short-term, so be it. I intend to have a seat at the table for the long game. What an exciting market!

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Uranium Insider

@uraniuminsider

2 years

My take...a fund blew up or decided to reduce size...selling the ETFs which sell the underlying. Broad markets reversing, commodities across the board getting sold, spot price dropping. Perfect storm. Simple, but not easy. Zoom out & think long-term. $URNM –> Sprott next week.

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Uranium Insider

@uraniuminsider

3 years

The biggest piece of news that the market yawned at that will affect this uranium investment going forward: Sprott taking over $URNM. The market is vastly underestimating what will transpire.

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Uranium Insider

@uraniuminsider

11 months

This morning, $URNM saw its second largest 4H volume bar EVER since inception...

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Uranium Insider

@uraniuminsider

7 months

Oh boy. Here come the utilities. $KAP

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Uranium Insider

@uraniuminsider

3 years

To celebrate hitting 20k subs, I took a day off and headed for the hills. Not sure how I went 41 years on this planet without riding a motorbike. I feel reborn. Hope y’all are well, and I appreciate all the support on this wonderful #Uranium Twitter 🙏🏻🙏🏻🍻🍻

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Uranium Insider

@uraniuminsider

9 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.

SNEAK PEAK - December Members Only Webinar

members.uraniuminsider.com

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Uranium Insider

@uraniuminsider

2 years

“I have spent 37 years in this wonderful uranium and nuclear energy industry. We’ve gone through all the highs and lows; I have to say that we are probably in the most exciting phase in the nuclear energy industry’s history in these years that lie ahead of us.” – Scott Melbye

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Uranium Insider

@uraniuminsider

2 years

A lot of pent-up energy for uranium stocks, here. Feels like a big move is coming.

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Uranium Insider

@uraniuminsider

1 year

Officially...a nuclear utility is in the term market seeking EUP for their SMR new build with delivery over the period of 2026-2031. And so it begins.

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Uranium Insider

@uraniuminsider

1 year

UxC reporting $61.10/lb. U3O8

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Uranium Insider

@uraniuminsider

5 months

Wow... "As a result, all 10 nuclear power plants, which were scheduled to be shut down one by one by 2030 after the 30-40 year initial operating permit period under the previous government, have entered the process of extending their operation."

Stephen Stapczynski

@SStapczynski

5 months

South Korea plans to extend lifespan of 10 nuclear reactors to hit green goals 🇰🇷❤️☢️ ↩️ Under the previous government, these reactors were to permanently halt over next 5 years 👉 Reactors must get safety checks/approvals to run beyond planned lifespan

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Uranium Insider

@uraniuminsider

2 years

Homebound from an inspiring and rejuvenating break. The desert southwest of the U.S. is spectacular. Floors me every time I visit. And what a week for #uranium ! Looking forward to updating the Weekly Watchlist tomorrow for members and returning to UMM on Monday. Cheers friends!

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Uranium Insider

@uraniuminsider

8 months

UxC reporting $106/lb. spot U3O8 (+$2.00)

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Uranium Insider

@uraniuminsider

3 years

The current #uranium sector market cap is ~$22bil. The peak of the previous bull market was ~$150bil. This market will peak at a valuation much, much higher than the previous. You are NOT late to the game.

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Uranium Insider

@uraniuminsider

3 years

Today saw the largest daily trading volume for $URA in its history. Game on.

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Uranium Insider

@uraniuminsider

1 year

Just realized I hit 60k followers over the weekend. Thank you all! Energy Harbor Inc. just applied for a 20-year life extension for this bad boy behind me. ~1200MW BWR. If they get it, that’s ~11m lbs of uranium demand to pencil in to those S/D models.

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Uranium Insider

@uraniuminsider

1 year

Significant financial flows into SPUT or any/all of the other physical acquisition vehicles WILL BREAK THIS MARKET. Nobody can predict it, but if/when it comes, the moves for spot U3O8 will be violent. Be sure to have a seat at the table if/when it happens.

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Uranium Insider

@uraniuminsider

10 months

India planning to triple nuclear capacity by 2031 👀 How India Is Shifting Its Nuclear Power Plans Into High Gear

How India Is Shifting Its Nuclear Power Plans Into High Gear

The country needs to decarbonise. Its renewables face charges of intermittency. Is nuclear the answer?

thewire.in

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Uranium Insider

@uraniuminsider

2 years

"Commodity cycles don't tend to end with energy at 4% of the S&P. The long-term average is 10-12%, and the big cycles tend to reach their crescendo highs between 20-30%." – Adam Rozencwajg Image credit @MacroOps

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Uranium Insider

@uraniuminsider

2 years

The earthquake in 2011 that caused the Japanese tsunami was close to 700x stronger than what they've just experienced. Each point on the richter scale represents 31x more energy released. Safety redundancies in place. It will be alright.

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Uranium Insider

@uraniuminsider

2 years

12-month price changes: Spot Conversion: +150% Spot UF6: +31% Spot SWU: +123% Term SWU: +123% EUP: +50% LT U3O8: +26% Spot U3O8: +13% Guess what happens next?

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Uranium Insider

@uraniuminsider

3 years

If there is risk associated to Russian uranium products for an extended period of time, this is a black swan event for uranium.

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Uranium Insider

@uraniuminsider

2 years

These two houses are the largest net buyers of #SPUT January MTD: 1) Morgan Stanley 2) Goldman Sachs #uranium $U.U $U.UN $SRUUF

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Uranium Insider

@uraniuminsider

3 years

I haven’t seen my grandparents for almost 15 years. I cannot believe how fast time flies. They don’t know I’m coming. I’m more nervous now than before public speaking 😅

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Uranium Insider

@uraniuminsider

8 months

UxC reporting $104/lb. spot U3O8 (+$8.10)

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Uranium Insider

@uraniuminsider

8 months

Merry Christmas to all of my twitter/x family! I do appreciate you all. 🙏🏻🍻🎅🏻

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Uranium Insider

@uraniuminsider

1 year

Countries looking to implement/expand nuclear: UK Poland France Netherlands USA Canada Estonia Finland Czechia Hungary Bulgaria Slovenia Romania Sweden S. Korea Japan Indonesia Singapore Philippines UAE Türkiye Egypt Saudi Arabia China S. Africa Ghana India

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Uranium Insider

@uraniuminsider

2 years

It’s happening. It’s finally happening. I live for these investing moments…when work you’ve done to understand a complex set of variables results in a thesis actually playing out in the manner you’ve largely expected. And…with U3O8 as the caboose…glorious.

Nick Jones

@Grainjones

2 years

55 mln lbs contracted in Q1. 10 year highs on volume. To say nothing of the fact that March accounted for 2/3 of Q1 volumes for spot + LT conversion volumes and almost half of spot + LT SWU volumes. The rate of change boys would love this. #momentum

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Uranium Insider

@uraniuminsider

2 years

Possibly the most exciting time I've ever experienced as an investor. How's everyone doing?

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Uranium Insider

@uraniuminsider

11 months

UxC reporting $70.00/lb. spot U3O8 (+$1.70)

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Uranium Insider

@uraniuminsider

8 months

STAMPEDE IN THE GORGE. Wow. What a way to end the week.

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Uranium Insider

@uraniuminsider

2 years

BOOM. 106.5M lbs. signed YTD in long-term U3O8 contracts.

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Uranium Insider

@uraniuminsider

7 months

The big takeaway. The primary producers of the world are buying product essentially in competition with their customers. Mining is hard. There’s no savior coming.

Borja

@piterloskot82

7 months

Just a personal opinion, it should be very worrying, even frightening, how in an upward price trend the supply does not reach its targets. Even the two largest and most reliable producers fail completely. If I were the end consumer, I would be scared #uranium

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Uranium Insider

@uraniuminsider

2 years

A note to the tourists: uranium is going much higher with or without this bill. It’s up to you what you will do with that information. If you want to sell because this doesn’t pan out in the next 48 hours, I’ll buy your shares. Thanks and good luck to all 🍻

Uranium Insider

@uraniuminsider

2 years

Hot money tourists who bailed out Fri-Tuesday…welcome back. Would be hard to believe this doesn’t get majority bipartisan support, all things considered…especially with the blessing of Constellation.

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Uranium Insider

@uraniuminsider

3 years

Just now seeing that I hit 25k followers today! It’s been awesome to watch this community grow, and I’m grateful to be a part of it. Thank you to everyone who has supported me over the years, and a big, warm welcome to the newcomers. Exciting times ahead! 🙏🏻🙏🏻🍻🍻

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Uranium Insider

@uraniuminsider

3 years

Wishing all of you a Happy New Year and a blessed and abundant 2022! 2021 was quite possibly the “fullest” year of my life. The gratitude I feel when reflecting on the past year is overwhelming. I can say sincerely that my community has grown beyond my wildest expectations...

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Uranium Insider

@uraniuminsider

1 year

With the spot U3O8 price here in the $66/lb. (mid market) range, that’s almost a $10/lb. move in 30 days. The magnitude of what is happening now is not yet appreciated by the market, despite the latest move.

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Uranium Insider

@uraniuminsider

7 months

It looks like the spot market is firming up. The knee-jerk reaction to @cameconews ' 4Q Conference Call is likely to reverse to the upside as the spot market stabilizes and moves higher. Cameco's guidance to increase supply has obvious context that the Company reiterates...

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Uranium Insider

@uraniuminsider

3 years

I think about this damn Livermore "Accumulation Cylinder" pretty often. What do you think...are we in one here?

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Uranium Insider

@uraniuminsider

2 years

I should add some color to this... A jump from .20 to .30 enrichment tails represents a 21.3% increase in uranium feed. UF6 (Uranium hexafluoride) – or converted uranium – is the actual feedstock for enrichment. Paulo is correct that "overfeeding" requires abundant UF6...

Paulo Macro

@PauloMacro

2 years

@uraniuminsider @WorldNuclear Justin quick clarification, the 10%+ bump in taking tails to .3, it’s “U” but specifically we are talking UF6 gas, not U3O8 input bump right? So conversion capacity needs to get sorted out before overfeeding flows through to the U3O8/mining complex - correct?

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Uranium Insider

@uraniuminsider

2 years

May the winter garden and the #uranium market be 🔥

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Uranium Insider

@uraniuminsider

9 months

Enjoy, friends. Have a great weekend. Uranium Market Minute – Episode 206: Uranium Supply is BROKEN

Uranium Market Minute – Episode 206: Uranium Supply is BROKEN

To watch the Uranium Insider Members Webinar interview with Nick Lawson and Ben Finegold from Ocean Wall, click HERE: https://t.co/2xtYbSdTtOThis video is in...

www.youtube.com

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Uranium Insider

@uraniuminsider

10 months

UxC reporting $74/lb. spot U3O8 (+$1.00)

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Uranium Insider

@uraniuminsider

3 years

Record daily trading volume for SPUT, incoming.

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Uranium Insider

@uraniuminsider

7 months

Spot pullback *probably* over

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Uranium Insider

@uraniuminsider

2 years

This is the 5th time in 6 years I’ve seen this kind of sentiment lows, retail capitulation, and nasty rhetoric. Not my first rodeo. Won’t be my last. Very valuable sentiment signal for me. In the past two weeks I’ve spoken with two fuel buyers, two hedge fund MPs w/ uranium…

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Uranium Insider

@uraniuminsider

2 years

This is VERY encouraging price action...

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Uranium Insider

@uraniuminsider

2 years

This is the year. Damn excited for what's coming

numerco

@numerco

2 years

Spot #uranium 6250/6300 USc/Lb #U3O8 (Delivery at ALL , Chg +25c, +0.40%) ALL = CVD 0c/Lb, ALL = CMX 0c/Lb See

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Uranium Insider

@uraniuminsider

9 months

November mtd has seen the lowest monthly spot U3O8 traded volume in 18 months, yet the spot price has moved up ~10%.

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Uranium Insider

@uraniuminsider

3 months

Great if you’re long uranium. Great for humanity. Have an awesome weekend leading into the WNFM conference Monday. Mind blown. Cheers friends! 🍻

Office of Nuclear Energy

@GovNuclear

3 months

Let’s go 🙌

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Uranium Insider

@uraniuminsider

9 months

No more catalysts are needed.

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Uranium Insider

@uraniuminsider

3 years

#Uranium : Producers buying Secondary supply waning Hedge funds positioning China confirming France extending Environmental Left embracing ESG accepting ETFs expanding Trading volume increasing Growth:Value inverting Energy/Commodities waking up

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Uranium Insider

@uraniuminsider

2 years

Live shot of the emotional state of #uranium investors over the last two weeks…

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Uranium Insider

@uraniuminsider

6 months

In ten years, China will consume, annually, HALF of today's global annual mined uranium production. There are 199 reactors in the "planned & proposed" stage in China.

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Uranium Insider

@uraniuminsider

10 months

UxC reporting $73.00/lb. spot U3O8 (+$2.00)

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Uranium Insider

@uraniuminsider

7 months

UxC reporting $106.50/lb. spot U3O8 (+$5.50)

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Uranium Insider

@uraniuminsider

2 years

Right into my veins, please.

Pierre Poilievre

@PierrePoilievre

2 years

There is no carbon free future without nuclear power.

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Uranium Insider

@uraniuminsider

1 year

The previous uranium bull cycle saw the price run from ~$10/lb. to $134/lb. in <4 years. The physical market then was never as thin as it is now, and it’s not even close.

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Uranium Insider

@uraniuminsider

1 year

Great week for the home team. Cheers friends 🍻

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Uranium Insider

@uraniuminsider

3 months

Oh, and a cup-and-handle breakout... $URA

Uranium Insider

@uraniuminsider

3 months

$URA largest daily traded volume since March 2022

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Uranium Insider

@uraniuminsider

4 months

The Sprott Physical Uranium Trust (SPUT) closes at a premium to NAV for the first time since November. $U.U $U.UN $SRUUF

I believe in U

@skysurfer75

4 months

#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy #uranium 0.78% PREMIUM to NAV 200k lbs gobbled! 1,423.4k trusts issued = $32.7m raised!! $52.8m in cash!!!

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Uranium Insider

@uraniuminsider

3 years

SPUT has purchased more than 10% of our full-year 2022 conservative estimate in the first EIGHT trading days of the year. $U.U $U.UN $SRUUF

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Uranium Insider

@uraniuminsider

11 months

$YCA raising US$125M for the purpose of purchasing ~1.5Mlbs of U3O8 from $KAP @$65.50/lb. Supply continues to tighten.

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Uranium Insider

@uraniuminsider

11 months

What a month

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Uranium Insider

@uraniuminsider

10 months

I've mentioned this in a few recent interviews/podcasts...this market is thinner than it has ever been...not just since I've been following it since 2016. Spot market volumes have declined month-over-month since July, yet the price is up ~45%. Incredible.

John Quakes

@quakes99

10 months

Ladies & Gentlemen!🎪🗣️📣 It's my great pleasure😊 to introduce to you a dear friend🫂 who hasn't graced us with his presence since January of 2008.👴 Please join me in welcoming back the amazing🎩🪄 the incredible😲 $80 Spot #Uranium Ask🦸‍♂️👏🤠🐂 and his best bud $78.50 Spot!🐶🐂