$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium) header
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium) profile picture

Commodity investor with a strong conviction that URANIUM is about to enter a major bull market. I believe that uranium prices exceeding $480/lb are likely.

Sydney, New South Wales
Joined February 2021
Photo by $MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium)Photo by $MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium)Photo by $MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium)Photo by $MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium)Photo by $MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium)Photo by $MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium)Photo by $MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium)Photo by $MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium)Photo by $MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium)Photo by $MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium)
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
Spot #uranium ask is now at $91. Up we go📣
8
14
2
185
6,427
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
🪙The ATMS for Sprott Physical #Uranium Trust $U.U & $U.UN tickers ran virtually non-stop all day today⚙️🏧💵 raising probably another $15-$20 million in cash for sending many more drums of Spot market #U3O8 to U heaven!😇🛢️☢️🛒💰🤠🐂🌊🏄
4
14
1
115
5,378
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
#Uranium #mining #stocks are up sharply today📈⚛️⛏️ with Sprott Physical #Uranium Trust's ATMs adding to their $104M cash bundle🏧💵 helping to push Spot #U3O8 up another +63c to $85.63/lb ⬆️💲 for #Nuclear fuel brokers @Numerco reporting a 50,000 lbs trade at $85.50🛢️☢️🛒🤠🐂
1
6
2
88
4,514
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
Overnight winners are...
1
2
21
712
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
Replying to @Mr_Derivatives
Uranium is next to $200 ;)
2
4
104
2,903
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
⚡️Spot #Uranium continued to move higher today for #Nuclear fuel brokers @UraniumMarkets Up +38c to a 4-month high of $83.13/lb #U3O8 💲⬆️⚛️⛏️ while @Numerco dipped for part of the day then returned to its after-hours close of $83.00 on Friday.♈️🤠🐂 🌊🏄
1
7
118
5,099
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
What to expect for #uranium price in 2026? Major bank and analyst forecasts for 2026 are very optimistic, reflecting expected market deficits: 🔸️Bank of America: Up to $135/lb, citing geopolitical factors, supply tightness, and strong demand growth. 🔸️Citigroup (Citi): Around $100/lb, driven by underinvestment in mining, Chinese reactor expansion, small modular reactors (SMRs), and enrichment overfeeding. 🔸️Other analysts (e.g., Ocean Wall, Carbon Credits): $95–135/lb range, with some seeing prices "well over $100/lb" as utilities ramp up long-term contracting.
15
35
3
175
18,977
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
India to clear the way for more nuclear reactors 🇮🇳❤️☢️ 📝 The government introduced a bill to spare equipment suppliers from liability in case of accidents 👉 This has been a big stumbling block for suppliers wary of entering India due to liabilities bloomberg.com/news/articles/…
3
17
2
53
7,295
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
U spot declines of -7.5% last month as the #uranium term steadies at $86 per lb. 👉31M lbs contracted by utilities in Nov. 👉Production headwinds from $CCJ & $KAP **Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer** holdcomarkets.com/post/the-m…
3
1
11
3,123
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
I'm on vacation😎🍹 but #Nuclear #energy is working harder💪 & growing faster than ever👷⚛️🏗️🌏 sending #Uranium demand surging⛏️🛒 as #China launches 2 new reactor builds & starts up another⚡️ while #Taiwan joins US & #Japan in reviving dead reactors.❤️‍🔥🧟🪦 Here's a recap: 🇨🇳The second of 6 new 1.2 Gigawatt 'Hualong One' reactors being built at China's Zhangzhou Nuclear power plant has successfully achieved initial start-up and begun supplying electricity to the grid. world-nuclear-news.org/artic… 🇨🇳First concrete has been poured for unit 1 of 6 new 1.2 Gigawatt 'Hualong One' reactors being built at China's Zhaoyuan Nuclear power plant. world-nuclear-news.org/artic… 🇨🇳First concrete has been poured for unit 3 of 6 new 1.2 Gigawatt 'Hualong One' reactors being built at China's San'ao Nuclear power plant. world-nuclear-news.org/artic… 🌏With the launch of 2 new builds and an initial reactor start-up in China, the World Nuclear Association now reports 439 operable reactors (398GW) and a record 71 new reactors now under construction worldwide (78GW) with 114 more in advanced planning/ordered (110GW) and a further 320 proposed for construction (292GW). world-nuclear.org/informatio… ⚛️⛏️💲Nuclear fuel consultants UxC have reported another +$2 increase in their long-term Uranium price for the third straight month, closing out November at a new 17-year high of $86 per lb on just 74.9M lbs of reported term contracting year to date. That's only 40% of the rate needed to replace inventory consumed this year to produce reactor fuel. It's the highest long-term price since May 2008, on trend to hit the 2007/2008 peak of $95/lb by April next year. UxC's 3-year and 5-year forward prices have also jumped +$6 and +$5 to $92 and $99/lb. xitter.gq/uraniuminsider/status/… 🇹🇼In a reversal of Taiwan's planned total Nuclear phase-out, the nation has now determined that it's feasible to restart 4 reactors at its shuttered Kuosheng and Maanshan Nuclear power plants. Kuosheng has 2 x 985 MWe BWRs that shut down in July 2021 and March 2023. Maanshan's 2 x 936 MWe pressurised water reactors were taken offline in July 2024 and in May of this year. Restart plans are to be in submitted by Taipower in March, 2026. world-nuclear-news.org/artic… 🇯🇵The governor of Japan's Niigata Prefecture has given his approval for the restart of units 6 and 7 at Tokyo Electric Power Company's idled Kashiwazaki-Kariwa Nuclear power plant, the world's largest. world-nuclear-news.org/artic… 🇯🇵The governor of Hokkaido prefecture in northern Japan announced on 28 November his support for the planned restart of the 866MW Unit 3 reactor at Hokkaido Electric Power Company’s Tomari Nuclear power station. nucnet.org/news/hokkaido-gov… 🇰🇷A 10-year operating life extension to 50 years for unit 2 at South Korea's Kori Nuclear power plant has been approved. The reactor has been offline since April 2023, when its original 40-year operating permit expired. world-nuclear-news.org/artic… 🇺🇸U.S. Secretary of Energy Chris Wright announced a $1B loan to Constellation Energy Generation to finance the restart of the 835MW Crane Clean Energy Center in Pennsylvania, formerly known as Three Mile Island. energy.gov/articles/energy-d… 🇺🇸Trump Admin To Lend "Hundreds Of Billions" To Build New US Nuclear Power Plants. "By far the biggest use of those dollars will be for nuclear power plants, to get those first plants built. The U.S. currently has no commercial nuclear reactors being built, though several intend to reverse their permanent shutdown status and open again, and there are other plans to build new large and small reactors." zerohedge.com/markets/trump-… 🇺🇸🆘"This Is A National Emergency" - Hot on the heels of news that it will invest "hundreds of billions" in loans to the US Nuclear power industry, including one already disbursed loan for $1B to restart Three Mile Island, Bloomberg reports that the US government also plans to buy and own as many as 10 new, large reactors (Westinghouse AP1000s?) as part of the Trump admin's push to meet surging demand for electricity. zerohedge.com/energy/nationa… 🇨🇦Ontario has given final approval to a major refurbishment of Canada's Pickering Nuclear Generating Station, extending the life of the station's 4 CANDU reactors for a further 38 years. Ontario Power Generation (OPG) says the project will create nearly 37,000 jobs and is expected to increase electricity output to 2,200 Megawatts, powering roughly 2.2 million homes, adding another 38 years of demand for uranium mined in Saskatchewan. northumberlanddaily.ca/rss/o… 🇬🇧The UK has chosen Wylfa to become a 'beacon in the "golden age" of Nuclear' as the site for building Britain’s first 3 small modular reactors, designed by Rolls-Royce SMR. The government also announced that Great British Nuclear has been tasked with identifying suitable sites next year for building more new large-scale Nuclear power stations like the 3.2GW Hinkley Point C & Sizewell C projects. nucnet.org/news/uk-chooses-w… 🇧🇾Belarus has decided to build a third reactor at its 2.4 Gigawatt Ostrovets Nuclear power plant - and is also going to start surveys for siting construction of a second Nuclear plant to meet the nation's future energy demands. world-nuclear-news.org/artic… 🇨🇦🇮🇳Canada and India are putting the finishing touches on a US$2.8 Billion export deal where Saskatchewan's Cameco will supply uranium fuel to India's growing Nuclear reactor fleet over a 10-year period, nearly a 10-fold increase over the previous 5-year contract signed in 2015. At current prices, this represents about 30 Million lbs U3O8 at 3M lbs/year for 10 years. theglobeandmail.com/politics… 🇺🇸The US Export-Import bank has announced its intention to deploy up to $100 billion in new commitments as part of its push to support US energy exports and secure critical minerals supply chains, including for Nuclear energy and the uranium fuel cycle. reuters.com/business/energy/… 🇺🇸🇸🇦The USA & Kingdom of Saudi Arabia have reportedly entered into a civil nuclear deal: "This is for civil nuclear cooperation of a power plant — American technology, American companies — to build a very large nuclear power plant in Saudi Arabia." xitter.gq/ENERGY/status/19912285… 🇺🇸Hi Tech Solutions and Holtec International are partnering with the state of Utah to create “a complete civil Nuclear energy ecosystem from start to finish, the first project of its kind” to support deployment of a fleet of small modular reactors in Utah and across the Mountain West. deseret.com/utah/2025/11/17/… 🌏The Asian Development Bank has joined the World Bank in amending its energy policy to allow it to begin making investments in Nuclear power construction projects across Asia and the Pacific. world-nuclear-news.org/artic… 🌍⚛️📜33 countries have now signed the Declaration to Triple Nuclear Energy by 2050, with Rwanda and Senegal both joining at the COP30 climate conference in Belém, Brazil. Support from nuclear industry companies and financial institutions has also increased, with Stifel, CIBC, Equinix, Fermi America, Circulairity, Kazatomprom and Nuclearia Energy all pledging support for the tripling goal. world-nuclear-news.org/artic… 🌏⚛️New 'World Nuclear Outlook Report 2025' finds that the planned tripling of global Nuclear capacity by 2050 can be achieved, provided governments take immediate and sustained action to deliver on their own national targets for nuclear capacity. world-nuclear-news.org/artic… 🇰🇿Kazatomprom's Q3 2025 Financials show that 60% of Kazakhstan's uranium production is now being sold to China, an increase of +13% since 30 September 2024, in the wake of 2 huge Chinese supply contracts. londonstockexchange.com/news… 🇰🇿Kazatomprom says it expects Kazakhstan's uranium production will go into decline after 2026–2027 as existing deposits in the republic become depleted. kt.kz/rus/ekonomika/v_kazato… 🎅"It's hard to believe that 2025 is nearly over, but I look back on this year as a clear turning point for the nuclear markets. Every one of this year's industry events felt more optimistic than the last, and there is also a rising youthful energy permeating our sector that is unmistakable." - Jonathan Hinze, President of UxC uxc.com/p/news/update If U haven't already, imho, NOW is the time to consider building up your portfolio of Uranium mining stocks as the sector is rebounding from deep-discount prices that were on offer in a non-fundamental U sector pullback🎁 as we prepare for the next leg up in a long U bull market that has many, many more years yet to run!📂🛒🤠🐂 Hope U get well-positioned to ride the Nuclear wave!🌊🏄 Good luck with your research & investments!☘️🌈💰 See U!🫡
.@SecretaryWright on the U.S. & KSA civil nuclear deal: "This is for civil nuclear cooperation of a power plant — American technology, American companies — to build a very large nuclear power plant in Saudi Arabia." Historic WIN for American energy! 🇺🇸
14
18
3
163
15,814
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -3.05% discount to NAV No pounds purchased No trusts issued = no $ raised $74.1m in cash!
3
6
84
6,418
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
Thar she blows!🐳 Buyers are now chasing sellers on the Spot #Uranium market 😼 driving up the Spot #U3O8 price by +$1.63 to $78.38/lb⤴️⚛️⛏️ as sellers jack up their minimum offer to $79.00🧀🐭 over at UK #Nuclear fuel brokers @Numerco. The U-train is back in action.🚉🤠🐂🌊🏄
1
13
1
100
9,305
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
🚨Investors were buying the #Uranium #mining #stocks dip on #Australia's #ASX with both hands🛍️🦘in an overnight sea of green.📈⚛️⛏️🇦🇺 This latest pullback was completely disconnected from the underlying #Nuclear demand fundamentals🔀 that grow more bullish day after day!💪⚛️🤠🐂
1
7
116
6,019
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -3.89% discount to NAV No pounds purchased No trusts issued = no $ raised $86.4m in cash!
2
6
1
81
24,585
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
Cameco reported Q3 results, you can find them below. The company reiterates the guidance for 14-15 million pounds of production at McArthur (previously 18 million pounds), with Cigar Lake at 19 million pounds to offset ~1 million pounds of the shortfall. cameco.com/media/news/cameco…
8
49
5,223
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
👨‍🏫Long-term #Uranium contracting volume over past 12 years has been far below lbs needed to replace inventory drawn down by #Nuclear utilities to make reactor fuel.⬇️🧾⚛️⛏️ Rising Long-term price is a signal🚦 they must start high-volume Replacement Rate contracting ASAP!🔊🛒🤠🐂
Breaking!🔥📰 #Nuclear fuel consultants @U3O8TradeTech announce that their Long-Term #Uranium Price Indicator has risen to $86.00, highest price level in over 17 years💲☢️⛏️🌋🥳 as market activity strengthens on resurgence in #Nuclear power demand💪📈⚛️🤠🐂einpresswire.com/article/863…
2
21
1
119
21,263
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
Breaking!🔥📰 #Nuclear fuel consultants @U3O8TradeTech announce that their Long-Term #Uranium Price Indicator has risen to $86.00, highest price level in over 17 years💲☢️⛏️🌋🥳 as market activity strengthens on resurgence in #Nuclear power demand💪📈⚛️🤠🐂einpresswire.com/article/863…
1
38
8
191
74,950
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
⚡️@IEA: Global #Nuclear power generation & #Uranium demand is set to reach a historic high in 2025🌋 & grow further in 2026 in a global comeback.💥🥊⚛️🌍 Investment is up +50% in 5 years, 11 new reactors coming online this year & new technologies like SMRs are emerging.📈🤠🐂🌊🏄
📝Today @WorldNuclear updated their #Nuclear reactor totals to 438 operable (397GW), a record 70 under construction (77GW)🎆 116 in advanced planning/ordered (112GW)⬆️ & 320 more proposed (292GW)🌏⬆️⚛️⚡️🏗️👷🤠🐂 #Uranium 24/7 #CarbonFree #EnergySecurity🌊🏄world-nuclear.org/informatio…
10
40
10,113
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
🚆#Canada/US #Uranium #mining #stocks were enjoying a smooth ride on another strong rally today😊↗️⚛️⛏️ until Fed rate roller-coaster press conference put them thru wild gyrations🎢🥴 as Spot #U3O8 climbed higher🪜 #SPUT stacked cash🏧💰and bullish #Nuclear news flowed.📰🌊🏄🤠🐂
3
1
63
4,739
$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted
🚊The Spot #Uranium U-train continued rolling higher today🚄 speeding another +$1.75 higher to $81.75/lb #U3O8 for #Nuclear fuel brokers @EvoMarkets 💲⏫⚛️⛏️ while US @UraniumMarkets held at $81.50🚦 and @Numerco climbed a buck to $81.00 even.⤴️ Next stop... $82 station?🚉🤠🐂
9
1
84
12,383