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Replying to @FreiburgCoffeeC
Thanks. I don’t know enough about the subtleties of the geology, only a few people do. I have a big hand in $CCJ and a small hand in $ISO.TO If a good deal can be found, I’m sure ISO shareholders will benefit from a mine-to-100yr electricity model that Cameco can provide
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Replying to @FreiburgCoffeeC
Does $ISO.TO own half of $CCJ s best development plan, besides $SLX.AX, yes. 🤷‍♂️
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Jun 12
Bought some @IsoEnergyLtd $ISO.TO. They get this monster grade resource >100mlbs, this gets taken out. $13 level has been a buy multiple times and it's been range bound all yr b/w $13-$18. Stop loss at $12.50. - Advancing the Larocque East project and the Hurricane deposit, the world’s highest-grade published uranium resource w intercepts of 3.5m @ 74.0% U₃O₈ & 4m @ 57.5% U₃O₈ - Indicated resource of 48.6mlbs U₃O₈ @ 34.5% - Recent drilling confirmed high grade mineralization outside the current resource boundary with follow-up drilling underway - Team ex-NexGen and Consolidated Uranium so good combo of uranium execs promoters Like uranium irrespective of a commodities supercycle or not. Also bought in CAD bc if we get a commodities run lower rates by the time this is acquired, CAD should go higher. #energy #uranium
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📢 IsoEnergy Announces Results Following Annual General Meeting of Shareholders $ISO.TO Details here 👉 ceo.ca/@newswire/isoenergy-a…
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IsoEnergy: There has been a heavy sell-off in recent days. $ISO.TO
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$MGA.TO - Mega Uranium Uranium mining and investment company, holding shares in $NXE - Nexgen Energy (by far the largest position), and some in $ISO.TO - Isoenergy, some in $TOE (ASX) - Toro Energy. The thesis we posted here last year was simple: buying $NXE at a discount via $MGA. Sure, some discount is always warranted due to lower liquidity, but it was too large to ignore. It's volatile, but then the whole space is as well. Holding trend, $NXE too. We'll let it play out.
Uranium Well, that didn't take long. We’re green across the board. Good time to see what the trends are saying. Let’s go through ETFs and single stocks. $URNM first, it has escaped the short-term downtrend here (past 20 days). Let’s see if we can trend up. If we do, I'll enter the trade. Every now and then, we catch these 30-60% moves (1, 2, 3 on the chart). Some false breakouts too, part of the trading. $CCJ $NXE $PDN.TO $DNN $MGA.TO $URA $URNM $URNJ I'm currently in two individual stocks: $CCJ and $MGA.TO
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$ISO.TO Thank me next year #uranium! 🍻
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Not sure if this is on your #uranium radar, but it should be! Now my 6th largest position. 💪 $ISO.TO $ISOU
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$NXE owns 29.9% of $ISO.TO Book value (March 31, 2026): CAD$177M Market value (March 31, 2026): C$267M Market value (May 6, 2026): C$304M 🤠 That's C$127M of value sitting off the balance sheet
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Uranium PF return YTD 53.7% $SASK -8.3% $ASPI -24.1 $LEU -16.3% $SMR 23.4% $DML 4.5% $ISO.TO -12.4% $GLO -11.8% $OKLO 9.8% $URNM 52.4% $SASKF Atha Energy $sask.v still doing a lot of the heavy lifting - great times ahead with drilling starting today at Angilak
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"We have exploration properties where we see the average grade double what Cigar Lake was. When you hunt for elephants go where elephants are - on the eastern side of the Athabasca" ~ Grant Isaac on @DecoupleMedia CL was 17.84% U3O8 so Grant is almost certainly talking about their side of the Hurricane/Dawn Lake deposit. This is a real bombshell and a confirmation that $CCJ, $ISO.TO and Orano may be onto the highest grade uranium elephant in the world. Bullish $ISO as the prospects of Hurricane being developed are clearly high.
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90% of investors will miss the next leg up. Not because they’re wrong… But because they’ll get shaken out. This is where most people lose their position. And it happens right before the biggest moves. Fabi Lara @TheNextBigRush breaks down why 2026 could be a “gap year” and what happens next on the new episode of #TheKinvestorReport with @ArlenHansen. Watch here: youtu.be/81J2y8J0CzI #Commodities #Uranium #Gold #Silver #Investing #Dividends #StockMarket $U.UN $U.U $SRUUF $CCJ $DML.TO $PDN.TO $ISOU $ISO.TO $NXE $HLU.V $AHR.V $LMS.V
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Powerful trading session for the uranium sector 📈 $CCJ 8.5% $NXE 7.6% $URA 7.4% $ISO.TO 6.8% Yesterday, Reuters reported the DOE’s new UPRISE program, which targets 5 GW of additional nuclear capacity by 2029 and offers up to 80% financing for eligible projects through DOE’s lending authority. That came right after Reuters also reported last week that the first 5 to 10 newly planned U.S. reactors are likely to receive government loans.
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