kcbu.bsky.social
@kcbu.bsky.social
Reposted
General market may be tanking, but knowledgable #uranium ETF AP's are sticking with the thesis.

Minor tweaks in the holdings at URNM, but no other change in OS units or holdings at URNM and URA.

But over at URNJ, they issued 100K new units representing 0.7% of their OS units.

Steady as she goes!
April 8, 2025 at 5:21 AM
Reposted
“$120 lb price target for #Uranium
—Bram Vanderelst, Co-founder Curzon Trading, Member WNA Nuc Fuel Supply Working Group
youtu.be/2IovjzLz4EY?...
In-Depth Insights Into the Uranium Market with Expert Bram Vanderelst
YouTube video by Swiss Resource Capital AG
youtu.be
March 28, 2025 at 9:02 PM
Reposted
Per is always a good watch.
March 15, 2025 at 12:49 PM
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Will SPUT sell #uranium if they run out of cash?
Current state of the uranium market, SPUT update and other important topics influencing the markets?
Here is my new interview with @sprott CEO John Ciampaglia where he answers this questions.
Watch here: youtu.be/BvchebAjDgk?...
SPUT, Uranium Market Insights - John Ciampaglia, Sprott Inc
YouTube video by CEO & Market Expert Interviews - triANGLE INVESTOR
youtu.be
March 11, 2025 at 2:45 PM
Reposted
I just finished the interview with Greg Hall, Alligator Energy (ASX: AGE) CEO.
We covered a lot so feel free to watch the interview here: youtu.be/p8VLvrM7SBo?...

$age #uranium #nuclearenergy
Alligator Energy (ASX: AGE), operating plan submitted, moving forward to construction
YouTube video by CEO & Market Expert Interviews - triANGLE INVESTOR
youtu.be
March 11, 2025 at 9:30 AM
Reposted
Aside from those 130k new units issued at $URA, no changes in OS units or holdings at any of the three #uranium ETF's I follow were reported last night.

Not seeing a wholesale flight from the #uranium ETF's despite the stench blowing over the general markets...
March 11, 2025 at 3:21 PM
Reposted
Even though #uranium is not loved at the moment, I continue with uranium interviews. I think that the turnaround is close or has already happened. I want to bring you quality content and keep you up to date. I am doing this for you-free of charge as you know.
Have a great weekend all.
March 8, 2025 at 7:09 PM
Reposted
Energoatom - Ukraine’s National #Nuclear Utility signs contract with Orano for enrichment services out to 2040. Just a reminder that their U3O8 contract (~60m lbs) is with Cameco. All of that business used to go to Russia prior to the war.
world-nuclear-news.org/articles/ora...
Orano and Energoatom sign enrichment services agreement
France's Orano has signed an agreement to supply enrichment services for Ukraine's Energoatom through to 2040. ;
world-nuclear-news.org
March 7, 2025 at 4:38 PM