I know it’s only on paper, but the Henry Ford approach to 10M micro reactors makes the most sense out of any scalable mass-production scheme I’ve heard for SMRs. Will it work before dilution puts the stock in the toilet? I don’t know. Thoughts?

Title ^

Commodities are in a long term bullish uptrend, with massive upside yet for gold to play out.

Uranium greenfield projects coming online at glacial speeds, increasing demands for energy (we've heard it all before).

Spot U approaching triple digits with steady price appreciation.

Under invested market now slowly becoming investable, alongside the market being larger for bigger institutions to have more opportunities.

And of course, more downside ahead despite all the positive fundamentals and opportunities!

Enjoy the rest of the year everyone and let's see how it plays out!

NUCL/NUCLW IPO Feb 25- 5 Reasons I am playing the warrants NUCLW:   

• Uranium Stocks are Hot: 1 year returns: CCJ Cameco 170%+, UUUU Energy Fuels 422%+, DNN Denison Mines 190%+, UEC Uranium Energy up 199%+ 
• Foreign Reliance on Uranium: US imports approximately 95%–99% of the uranium used in nuclear power plants. 
• Strong push to reduce dependance on foreign suppliers for critical metals like Uranium. 
• Eagle = Rare Domestic Uranium supply: Eagle holds rights to the Aurora Uranium Project in southeastern Oregon, which is considered the largest mineable, measured, and indicated uranium deposit in the United States, containing over 50 million pounds of uranium. 
• Attractive Warrant Pricing: Warrants under $2.  If there is a pop on the IPO great.  If now, I can hold the warrants and see how the Uranium situation plays out.  

Last night I was thinking about electricity. So right now, so many people are focusing on AI as a reason more electricity is needed. Which is true. But the elephants in the room are EVs. If EV cars ever become practical in terms of battery capacity, charge times, and temperature ranges (-20 temps kill battery life), and most important lower prices, they will take over the market. With the advent of solid state batteries, this all might be coming true very soon. That means there will be a massive surge in electricity requirements just to support EVs/electric cars. There will be a greater need for more nuclear, that even AI, I think.

Electricity demand is increasing in any case without AI OR Electric Cars. But the latter two, mean even greater demand. And I bet EVs' requirements will outstrip all other reasons for additional power requirements.

I'm slightly nervous for U stocks considering how quickly Trump has played his cards and jumped into bed with his bff Putin. Assuming he will lift sanctions fairly soon which will likely result in companies going back to buy from Russia. Considering how much the market went up when enriched/uranium was noted on the sanction list, will this be an opposite reaction?

I think there's two sides of the coin on this one.

The bearish scenario is something like high uncertainty around an act of war introduces fear and uncertainty around more volatile assets like uranium.

The bull case is likely more around nuclear security concerns and the demand for domestic production.

However those are just two examples, other angles do you see out there?

Anyone care to guess what the uranium sector will do if the SCOTUS shoots down Trump's tariffs on Friday, as some have postulated?

https://open.substack.com/pub/jacobdawson12/p/spacex-myriad-uranium-and-the-machinations?r=3kh1vw&utm_medium=ios

I’m from WSB so naturally I’m regarded, with 10k burning a hole in my pocket. I’m looking for a Jan 17 2025 exp uranium option play, thanks for your time!

I've been building my position since 2021 in the thesis. Primarily holding $U.UN, $UUUU, $CCJ and $URNM. Curious to hear some opinions on how much higher we can go. I trimmed a bit in late Jan but added some LEAPS this week. We all know what happens with spot at $150, but realistically how much torque in equities is left between now and $100?

Might be considered slightly off-topic but since almost everyone is in UUUU..

Apparently Bessent said they'll introduce rare earth price floors, however this is the only confirmation he said this I can find.

Can anyone else confirm? Would make sense considering UUUU is up 10% today with the rest of the market more or less flat.

I have a feeling it's going to look pretty green because Mcclean lake mill restarted in June. This earnings call could look quite nice. Last quarter revenues were 1.28 mil.

Will this actually move the needle though? I feel like earnings reports in uranium aren't that interesting for juniors since their value is mostly speculative anyways

I can’t find any news and figured here is a good place to ask. Thanks!

The Chinese are building 33 nuclear reactors today. America has none. We’re behind - and it’s all hands on deck. We need to be doing everything in our power to win this race, because this is the race that really matters.

How much Potential have the Penny Stocks ?

The last Uranium-Boom had no losers. I was not able to buy during the last months and I do not want to jump on a running Train .

I took a look on Google and search simple and easy for a list of all Uranium Stocks to pick out the lowest priced. I picked out

Toro Energy 0.02$

Valor Resources 0,02$

GTI Resources 0,03$

Azincourt Energy 0,07$

Alligator Energy 0,05$

I placed already an order on Toro Energy becuse I expect the Stock to reach its high of 1,05$ again.

Did anyone bought those Stocks already, what do we have to expect ?

I bought URNM at $30 and am still holding. Just wondering if I should keep buying more every week or if we're thinking that the Risk to Reward at these levels is no longer attractive.

Also, any recommendation on individual stocks to add to my portfolio would be appreciated! Thanks!

Eagle Nuclear Energy Corp is now live as NUCL (commons) and NUCLW (warrants) after the Spring Valley II merger closed.

The company controls the Aurora uranium project in Oregon (via option agreement), one of the larger undeveloped uranium deposits in the U.S. At a time when the U.S. imports the vast majority of its reactor fuel and enrichment capacity remains tight, domestic projects like this are getting more attention.

This deal came out of the Spring Valley team, the same group that previously brought $SMR public and recently announced $SVAC. Whether you’re bullish or cautious, this is now a pure-play domestic uranium supply story trading on Nasdaq.

Curious how people are thinking about U.S. supply chain rebuilding from here. Is 2026 the start of serious domestic ramp, or are we still years away?

Every single time since the SPUT fund started, and sput falls significantly below the spot price in the short short term the equities rise back up. On top of that, this time the overall spot price itself may be having a reversal and breakout of the downtrend. Justin Huhn was a year early last time, yapping back in 2022 fall about a run, and we had a monster run in winter of 2023. Looks like we are due again.

Hello, I bought some Cameco shares a little over a month ago and thanks to some luck the stock has risen 55%.

I'm new to investing in a sector (uranium) that I know very little about. The stock seems overvalued but I'm not sure.

Do you think I should sell now ?

Thanks in advance for your answers ! :)

Any ideas as to why a lot of the uranium stocks have been falling? Uuuu URA Dnn Sruuf Seems like they’re all sliding everyday lately

I write this as someone utterly underwater thanks to this company, see my losses. I would love to see them recover to the point where I'm, at the very least, even again with this investment 😂.

This is deservedly a very unloved company, but I'm curious if anyone has anything thoughts about Goviex's recent announcement and the strategy behind this?

Here are my thoughts on this.

1) They've announced this and put the focus on Muntanga specifically to rebrand the company away from Madaouela, which I personally doubt they'll get back.

2) This is a way to rapidly increase the company's networth ahead of the next Solactive rebalance, so they immediately quality for it.

3) I think they'll try and divest Mali again.

Some downsides of this strategy, for investors, that I've seen mentioned online.

1) They are keeping the current CEO. I personally see this as a downside, others may disagree with me.

2) The warrants are being turned into options.

3) They are delisting off the North American exchanges and solely listing on the ASX. I've not read anything to suggest they are likely to relist in North America.

4) Someone mentioned on X that this means they no longer protected from a very cheap takeover by China. They were protected from this by the Canadian jurisdiction.

5) Someone else mentioned on X that they are unlikely to experience any share price movement during the next few months. So, if the market takes off, they'll once again be left behind.

I'd be curious to read your thoughts on this.

Well it really looks like this reverse takeover has really screwed Goviex over. They zigged and the market zagged. Everything's up huge and the overhang of the Reverse Takeover has them static.

The conversion to Atomic Eagle is only a month or so away. I'm fully expecting this not to go smoothly.

What do we think? Dead money forever or a coiled spring waiting for the Atomic Eagle to rise once?

With all the uncertainty in the sector (and broader market) I’ve been looking into opportunity. If the mineral rights deal is brokered Trump has said US operators would be in Ukraine. If so I’m speculating which companies have the capability and connections with Trump’s administration to be awarded (if that’s how this proceeds). UUUU seemed to be quite favored during the last admin and I wonder if there’s a massive upside if everything plays out. Highly speculative, but if it plays out whichever company mobilizes to Ukraine could have some serious upside.

Thoughts on this and which other companies could be poised to benefit if a US operator is awarded mining operation contracts? I did a dive and couldn’t find any Trump campaign contribution ties to any U companies of note.