Columns:
| # | Tweet | User | Followers | Views ▼ | Ratio | Engagement | Posted |
|---|---|---|---|---|---|---|---|
| 1 | [image] A very insightful report from @uraniuminsider on what he took away from the World Nuclear Fuel Cycle conference.
If you’re invested in the uranium market and the recent selloff shook your conviction, this is well worth your time. | @FreiburgCoffeeC ✓ | 1.4K | 6.1K | 4.3x | 68 | Jun 9 |
| 2 | [image] Uranium stocks are doing what they seem to do every summer: bleed, bore people to death, and make everyone question the thesis.
But the physical market still isn’t balanced.
Supply keeps missing, delaying, and disappointing. Future demand keeps building.
I don’t know when the | @FreiburgCoffeeC ✓ | 1.4K | 4.5K | 3.2x | 58 | Jun 4 |
| 3 | [text] The small U.S. uranium producer basket is starting to split.
And this is where it gets interesting.
@Ur_Energy has pounds, inventory and cash.
@enCoreEnergy_EU just added Dewey Burdock construction authorization to an already deeper ISR pipeline.
@PEN_Energy got funding, but | @FreiburgCoffeeC ✓ | 1.5K | 3.1K | 2.0x | 31 | Jun 28 |
| 4 | [image] Everyone was focused on the spot market while the long-term market just kept moving.
TradeTech’s June long-term U3O8 price reportedly hit $97/lb, breaking above the old 2007/2008 ceiling of $95/lb.
UxC is at $94/lb, which would put Cameco’s June long-term price around $95.50/lb | @FreiburgCoffeeC ✓ | 1.5K | 1.8K | 1.2x | 33 | Jul 1 |