Just one more thing...
Joined January 2022
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Pinned Tweet
29 Feb 2024
Exposing #FinancialShenanigans🚩
In the #Uranium ⛏️ Sector
******
Pinned Threads:
$GREN Madison Metals🚩
90-post 🧵
x.com/PraiseKek/status/17350…
$FUU 🚩
21-post 🧵
x.com/PraiseKek/status/17541…
$SUU 🚩
50-post 🧵
x.com/PraiseKek/status/17611…
$NXE 🚩
19-post Intro🧵
x.com/PraiseKek/status/17629…
28 Feb 2024
$NXE Financial Shenanigans🚩
Introduction Thread 1/19
A preview of my upcoming deep dive into $NXE's potential financial tricks, technical hurdles, and unique risks. We begin with a low-hanging fruit: Management compensation🚩
The full report will be released in due time...
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You can tell Guy Keller is getting increasingly nervous now that $NXE (a large position) has received its CNSC permit months ago, and there's still ZERO sign of any M&A bids. He seems compelled to justify why Leigh Curyer might actually succeed by developing this project himself.
Jun 12
Maybe Nexgen will build it $NXE $NXG
Full #uranium episode with Tribeca's Guy Keller below:
Youtube - youtu.be/GZSjsPEhSJA
Spotify - open.spotify.com/episode/3mN…
#Uranium #NuclearEnergy #ASX #UraniumStocks #Investing #LEVRD
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I'm happy to have played a crucial role in encouraging $NXE's Leigh Curyer to show shareholders what true industry-leading transparency looks like. Even if he reported his transactions to SEDI weeks later, better late than never! I'm proud of you, Leigh 🥹
@leighcuryer, we all know you've already exercised & sold a big chunk of your June '26 option package worth ~C$40M pre-tax. Are you really going to keep us waiting until after the AGM for the full SEDI disclosure, again? Come on, Leigh. Thats hardly industry-leading transparency.
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👇🏻
Jun 9
"The entire business of exploration is finding mines, not drilling for assays." - @ResourceTalks
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$DEV's 🇦🇺 uranium M&A rumor mill seems to be stirring. Goyder & Finlayson as a "money magnet" team? I fully agree. Even with CGT tax-budget FUD, they'll very likely attract institutional capital. The key caveat in the quote, however, is: "with a worthy project." @moneyofminepod:
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It's nice to see the market finally starting to consider the $NXE M&A risk I've been flagging since 2025. I've heard it all: $CCJ, $BHP, $RIO, Gina Rinehart, Saudis, Big Tech, etc. It will get taken out eventually, but likely not in the way most expect or desire. @moneyofminepod:
$NXE 🇨🇦 𝗠&𝗔 1/16 Thread:
$NXE's Arrow is often framed as a no-brainer Tier-1 takeout. Rick Rule makes a strong, eloquent bull case. But is it really that straightforward? Here's where I agree and where assumptions on life of mine, inferred extensions, and M&A start to stretch:
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Last week, @leighcuryer exercised C$40M of options & sold shares. Other $NXE insiders tied to the same expiry transparently reported their TXs on SEDI. Leigh, however, has not. It's not that he forgot, of course. Leigh's waiting until after the AGM. Industry-leading transparency?
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I love the contrarian asymmetric opportunity of owning a well-cashed-up, Tim Goyder-led ARUP 🇦🇺 uranium explorer that's not in any ETF yet, with realistic potential to discover multiple 30Mlb – 300Mlb high-grade orebodies at 1/3d, or even 1/4th of Athabasca Basin drilling costs.
I'm keeping a close eye on $DEV 🇦🇺 commentary around the highly prospective Caramal region as it advances toward drilling, hopefully this dry season. Even before the drills turn, further fieldwork updates & airborne hyperspectral survey results would already satisfy my appetite.
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At this rate, Albo may have lost the next election by Xmas. I doubt these tax reforms survive more than 2 years, and I'm not ruling out a partial or even full reversal this year. Labor has committed a strategic blunder of epic proportions driven by hubris. 🇦🇺 has begun a reset.
🚨 6 NEWS FEDERAL SEAT ESTIMATE (based on polling aggregate to end of May): Labor's lead is maintained but One Nation continues to rise despite a volatile seat range, overtaking the Coalition
Full details here: patreon.com/6newsau ⬇️
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This 👇🏻 (Warren) and also this 👇🏻 combined. Best of luck, leveraged oil permabull doomers...
Jun 7
Why not higher despite SOH closure? The short answer is that China went on a buyer's strike. Imports down ~4 MMBpd, which means that the deficit we are dealing w/ is closer to a 3-4 MMBpd. It's meaningful but not the emergency situation of a 8-10 MMBpd deficit.
Those prediction markets are not a good gauge of consensus. I don't know how that Kalshi contract is calculated but my recollection is that they require traffic to hit a certain pre-crisis percentage (60%). There's a good chance that SOH traffic will never hit that level even under best case scenario.
In this environment, predictions hinge on two variables: When does the SOH "open" and when does China come back to the market? China has plenty of capacity to wait.
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Based Shrub post. Markets may be fine for now, but since 2020, the world seems locked in an accelerating cycle of disorder & crisis. Whether intentional or not, it's laying the groundwork for a more interventionist era, with greater state influence over corps, markets & society.
Jun 7
"A Mega Bearish Setup" - FREE POST!
I felt this one should be made free.
Let's have a civilized discussion around this topic before it's too late!
🥹🌳🙏
shrubstack.com/p/a-mega-bear…
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I'm keeping a close eye on $DEV 🇦🇺 commentary around the highly prospective Caramal region as it advances toward drilling, hopefully this dry season. Even before the drills turn, further fieldwork updates & airborne hyperspectral survey results would already satisfy my appetite.
Drawing parallels with known clustered unconformity-style uranium deposits in ARUP 🇦🇺: if $DEV's Caramal is only the exposed, erosion-window "Jabiluka 1" tip, where could a deeper masked "Caramal 2" be hiding? This map shows my 3 candidates for Jabiluka 2-style target zones.
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Drawing parallels with known clustered unconformity-style uranium deposits in ARUP 🇦🇺: if $DEV's Caramal is only the exposed, erosion-window "Jabiluka 1" tip, where could a deeper masked "Caramal 2" be hiding? This map shows my 3 candidates for Jabiluka 2-style target zones.
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$DEV's 🇦🇺 Caramal North & West remain untested: no rock-chip ground truthing, RC, or DD drilling. Orion East returned historical rock-chip assays up to 2% U₃O₈ but is also undrilled. Airborne hyperspectral surveys are planned that may help map telltale alteration clays.
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$DEV's recent fieldwork confirmed the potential at Orion East's fault breccia, and re-logging of diamond drill core @ Caramal confirms a geological profile comparable to that seen at Jabiluka, including the highly prospective carbonate sequence extending eastward from Caramal.
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Does anybody disagree with Brent's thread below?
🚳🌧️Weekend Macro Notes. My big takeaway is that the knee jerk reaction in STIR to the NFP print is offsides - talking my book and I am trying to discern if Friday's NDX bludgeoning is a correction or more akin to PM's earlier this year.
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This chart also reminds us they were extremely bearish in 2020, right as WTI futures briefly traded below -$37bbl...
Jun 5
you guys are reeeaaallly asking for it...
instos most bearish oil in over 10 yrs
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Haven't listened yet, but I bet it's worth a listen, and I will recommend it even before listening because Ken is a great guy and adds value to Mintwit all the time.
A rare conversation with @KJKLtd.
4 Free Tools That Expose Mining Promoter Lies (an Engineer's Guide)
Watch it: youtu.be/eBQETcFQ64g
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