The level of hubris coming from this US admin is really asking for trouble. How about China starts selling US treasuries in an orderly fashion and use the dollars to buy more gold, commodities and to fund geopolitically motivated projects *outside* of China? 1/2

What technical charting pattern is it when the President of the United States starts shitposting about gold reserves?

At this point, with all the hype they've created, there *must* be some big nuclear announcements coming from the US government... or they are going to lose all credibility

It would be a shame for nuclear utilities if Zoovch Ovoo was delayed by a few years. On average, 6Mlb of uranium shame per year to be precise (assuming a 2+ year ramp-up to full production rate of ~7.5Mlb/yr)

www.newspot.ru/2025/04/19/u...

"Deep correction in gold is coming" has become almost a consensus view but I haven't seen anyone explain where else is the risk off money supposed to go when general equities are positioned to fall, inflation expected to raise & the world is losing trust in US treasuries 🤷‍♂️

Folks who spent the last week+ celebrating the victory over M23 and the restart of Bisie mine $AFM.V should really set up a Google alert for "Kabila". This mess is far from over #tin

The only foolproof solution to the current tariff stand-off between the US and EU, is for @marossefcovic.bsky.social to arrive in Miami with a gift of solid bronze and gold Statue of Trump.

@ec.europa.eu, @kajakallas.bsky.social, please make it happen 🙏

We now know without a shadow of a doubt that $URG's big raise was done to survive

I'm cheering for all uranium producers, but you can't escape the conclusion that US producers are simply pathetic.

Is the CEO going to be fired? I've heard there are some US ISR veterans available on the job market 😊

What was assumed to be waste material, turns out to be high-grade (>1% Cu-eq), open-pit material. The resources about to be expanded with a mineralized halo too. Yet, the market continues ignoring $XXIX.V. For how long?

xxix.ca/news/xxix-in...

Remarkable timing of the recent raise by Arras Minerals. Managed to close it without delay despite market turmoil. No warrants and Teck on board say it all about recent results and future potential of $ARK.V. They are now fully funded for tens of kilometers of drilling in a highly prospective area

The way long-term price reporting works is that a small, distressed wannabe producer (who may well never produce a pound), can set the public price in a given month for the entire 150+ Mlbs/yr market by signing a tiny 1 Mlbs fixed-price contract at a discount.

Uranium is a completely broken market.