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HoldcoMarkets
@holdcomarkets.bsky.social
HoldCo. Markets is a private family office investment firm investing mainly in public equities: Uranium, mining, energy, infrastructure & emerging markets(CEE).
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Myriad Uranium (M:CSE) - Ground Geophysics Completed at Red Basin; 100% Ownership Secured.
**Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer**
www.holdcomarkets.com/post/myriad-uranium-ground-geophysics-completed-at-red-basin-100-ownership-now-secured
November 27, 2025 at 3:03 PM
enCore Energy (EU): Operating Progress Continues as Alta Mesa Ramps Higher
**Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer**
www.holdcomarkets.com/post/encore-energy-operating-progress-continues-at-alta-mesa-ramps-higher
November 11, 2025 at 5:45 PM
Myriad Uranium (M:CSE) - Updated Uranium Assays Validate the Copper Mountain Thesis.
#uranium
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/myriad-uranium-updated-uranium-assays-validate-the-copper-mountain-thesis
October 28, 2025 at 12:43 PM
Copper Fox Metals Inc (CUU) issued an update on current activities taking place at the Schaft Creek Project.
***Not investment advice, just opinion, observation & analysis. Pls note the disclaimer***
www.holdcomarkets.com/post/copper-fox-metals-cuu-schaft-creek-update-expecting-a-pfs-start-in-2026
October 16, 2025 at 6:40 PM
$ISO making an opportunistic play for #uranium in Australia:
***Not investment advice, just opinion, observation & analysis. Pls note the disclaimer***
www.holdcomarkets.com/post/isoenergy-adding-deeply-discounted-australian-exposure-via-acquisition-of-toro-energy-ltd
October 14, 2025 at 2:53 PM
Global physically backed #Gold ETFs recorded their largest monthly inflow in Sept, resulting in the strongest quarter on record of at $26B.
👉By end Q3, global gold ETFs' total AUM reached $472B (+23% q/q) reaching another record high.
October 14, 2025 at 2:51 PM
Updated Plan of Operation approved for drilling at
Myriad Uranium's Copper Mtn #uranium Project:
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/myriad-uranium-plan-of-operation-approved-for-copper-mountain-drilling
October 10, 2025 at 3:30 PM
SPUT added 3.4M #uranium lbs to inventory during the month of September.
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/the-month-in-u-inventory-inventory-additions-as-spot-surpasses-80-lb
October 1, 2025 at 2:43 PM
IsoEnergy's (ISO) 15,000ft #uranium drilling campaign is set to begin in Utah:
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/isoenergy-expecting-big-progress-from-the-current-utah-drilling-campaign
September 26, 2025 at 2:09 PM
Now ranking as one of the larger US #uranium development companies, $PUR has just closed its latest acquisition.
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/premier-american-uranium-acquisition-of-nuclear-fuels-inc-completed
September 18, 2025 at 12:54 PM
Laramide Resources (LAM) Ltd is set to begin its inaugural drill campaign at the Chu-Sarysu #uranium Project

**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**

www.holdcomarkets.com/post/laramide-resources-drilling-in-the-chu-sarysu-basin-to-begin-in-q4-2025
September 15, 2025 at 8:41 PM
Copper Fox Metals (CUU) continues to de-risk & advance the Van Dyke #copper ISR Project in Arizona.

**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**

www.holdcomarkets.com/post/copper-fox-metals-execution-plan-released-for-van-dyke-pfs-decision-next-month
September 8, 2025 at 3:26 PM
Post-WNA symposium we highlight some of the more under-looked and ambitious projects in the USA.

Among others: $HLU, $M, $PUR, $PEGA

**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**

www.holdcomarkets.com/post/post-wna-uranium-company-updates-focus-usa
September 8, 2025 at 1:01 PM
In a small #uranium sector, $UEC has leveraged its large mcap, liquidity & active ATM to make countless acquisitions.
👉UEC now aims to be the only vertically integrated 🇺🇸company with mining, processing, refining & conversion capabilities.
👉Now's the time for execution.
September 3, 2025 at 4:43 PM
SPUT ($U.UN, $U.U) closed at near parity to NAV yesterday.
-Though parity (0% discount to NAV) was achieved a handful of times in the last year, its been two years since the Trust traded at an actual premium to NAV, over a substantial multi-day period.
#uranium
September 3, 2025 at 2:06 PM
Copper Fox Metals (CUU) announced that a PGM was completed on its Van Dyke #copper property, in Arizona.

**Not investment advice, just opinion, observation & analysis. Please note the disclaimer**
www.holdcomarkets.com/post/copper-fox-metals-preliminary-geometallurgical-model-completed-at-van-dyke
August 29, 2025 at 12:18 PM
Copper Fox Metals (CUU): Expanded Chargeability Seen at the Eaglehead Copper Project

**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**

www.holdcomarkets.com/post/copper-fox-metals-expanded-chargeability-seen-at-the-eaglehead-copper-project
August 25, 2025 at 2:17 PM
Getting near the finishing line is the Premier American Uranium (PUR) & Nuclear Fuels (NF) combination.
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/premier-american-uranium-nuclear-fuels-inc-shareholders-approve-the-combination
August 14, 2025 at 9:30 PM
Busy summer: This is what de-risking and advancing a #uranium portfolio looks like - Denison Mines Corp.
$DML $DNN
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/denison-mines-both-wheeler-river-midwest-moving-forward
August 11, 2025 at 8:38 PM
Initiation report: Myriad Uranium, $M, price objective C$0.54 per share.
The next large US #uranium deposit ?
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/myriad-uranium-copper-mountain-the-next-large-scale-us-uranium-deposit
August 8, 2025 at 1:18 PM
Another month of #uranium purchases by $SPUT.
Also:
👉Japan back on the #nuclear bandwagon.

**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/the-month-in-u-inventory-u3o8-production-ramps-higher-as-the-trust-keeps-adding-inventory
August 1, 2025 at 3:53 PM
Solid Q2/2025 results from Cameco $CCJ given higher ASPs and #uranium volumes.
👉Big contribution from Westinghouse with net earnings of $126M (CCJ's share) compared to a net loss in Q2/2024.
👉CCJ guidance unchanged with Westinghouse outlook considerably higher.
July 31, 2025 at 1:21 PM
$CUU management systematically pushing projects forward & de-risking:
👉Schaft Creek
👉Eaglehead
👉Sombrero Butte
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/copper-fox-metals-plans-for-both-sombrero-butte-and-eaglehead-announced
July 24, 2025 at 1:58 PM
The news yesterday from Kansai Electric is significant because the resumption of a geological survey to build a reactor is the first Japanese #nuclear build initiative since the 2011 Fukushima disaster.
👉Announced earlier in Feb, Japan seeks 20% power from nuclear by 2040.
#uranium
July 23, 2025 at 1:01 PM
$TCEC assays received:
👉Positive reconciliation: gamma to assays
👉Summer program start shortly
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/terra-clean-energy-corp-assay-results-highlight-some-of-the-best-intercepts-to-date
July 22, 2025 at 1:16 PM