$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Nov 4, 2026 · 11:20 AM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumNov 4

Translation: They've shorted #uranium equities as much as they can. They now need you to sell so they can cover. – at Appin, New South Wales

Uranium Outsider aka Uranium2049 aka UraniumDoomer@UrCakeDaddyNov 4

It's never been more over for #uranium $URA $URNM A ebb tide lowers all boats An AI selloff dumps uranium baskets

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Nov 4, 2026 · 10:29 AM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumNov 4

It's hard to see how this doesn't end in a massive panic and a huge price rise. #uranium – at Appin, New South Wales

📐triANGLE INVESTOR

@capnek123Nov 4

Kazakhstan Signs New Uranium Supply Contracts With India and China #uranium #nuclearenergy astanatimes.com/2026/11/kaza…

Kazakhstan Signs New Uranium Supply Contracts With India and China - The Astana Times

Kazakhstan Signs New Uranium Supply Contracts With India and China

astanatimes.com

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Oct 28, 2026 · 9:26 PM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumOct 28

Is this the run that takes #uranium over $100/lb permanently? – at Appin, New South Wales

📐triANGLE INVESTOR

@capnek123Oct 28

🚨#uranium spot price going higher!

Image from 📐triANGLE INVESTOR (@capnek123)

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Oct 28, 2026 · 9:19 PM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumOct 28

This should kick-start a strong bounce in #uranium equities... – at Appin, New South Wales

John Quakes

@quakes99Oct 28

Spot #Uranium soared today🧑‍🚀🚀 on the strongest #Nuclear tailwinds in 4 decades🌀⚛️🌊🏄 but with traders fixated on FOMC🇺🇸🏛️👀 it wasn't until late in the session that they saw the surging Spot price🎇💲😲 & started buying up U #stocks.📈⛏️🛒🐒 Tomorrow could get interesting!🤠🐂

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Oct 28, 2026 · 9:10 PM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumOct 28

Let's hope the #uranium equities can follow. It's been a stressful few months...

John Quakes

@quakes99Oct 28

⚠️Buckle up U space travellers!💺🧑‍🚀 Kaaa-boom!💥 We have liftoff!🔥🚀 Spot #Uranium is approaching escape velocity🌏🌜🪐🌟with #Nuclear fuel brokers @Numerco reporting a major +$2.13 upthrust to a new 8-month high of $92.38/lb #U3O8 with a 50,000 lbs deal closing at $92.50!🎇🤠🐂

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Oct 16, 2026 · 10:56 AM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumOct 16

Great news, $DYL. Very happy for them to wait. – at Appin, New South Wales

Image from $MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ (@GoUranium)

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Oct 16, 2026 · 5:57 AM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumOct 16

Whooo...if I ignore the 127 down days this year, i'm in profit 🥂 – at Appin, New South Wales

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Oct 13, 2026 · 10:40 AM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumOct 13

It appears that the nuclear utilities are going to stay true to their word and not incentivise #uranium miners. Instead they are going to attempt to run their reactors on fresh air. Good luck. – at Appin, New South Wales

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Sep 27, 2026 · 9:28 PM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumSep 27

Erik Townsend on how the #uranium panic begins... "I predict the smart buyer announces one big deal that secures everything it needs, from mine to conversion to enrichment, for the next quarter century." – at Appin, New South Wales

Erik Townsend 🛢️

@ErikSTownsendSep 27

The hyperscalers have bet big on reactors. Next they'll have to lock up the fuel, and the first one to move gets the last good price.

The Uranium Deal Nobody Sees Coming

Article · @ErikSTownsend

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Sep 21, 2026 · 11:13 PM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumSep 21

How ridiculous, predicting a $100 #uranium price when it currently stands at $97. How do I get a job like this? – at Luddenham, New South Wales

John Quakes

@quakes99Sep 21

National Bank Financial reaffirms its $100 Long-term #Uranium price projection 📈 and "outperform" rating & $6.50 Price Target for Denison Mines $DML 🎯 and "outperform" rating & $21 Price Target for NexGen Energy $NXE 🎯 as Uranium market improves.⬆️⚛️🤠🐂theglobeandmail.com/investin…

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Sep 20, 2026 · 6:15 AM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumSep 20

#Uranium to Uranus 🚀🚀🚀 – at Menangle Park, New South Wales

Elon Musk

@elonmuskSep 19

Outrageously unsellable, yet incredibly popular: Uranium in Uranus

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Sep 14, 2026 · 10:53 AM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumSep 14

We all know #uranium is a volatile market but days like today still depress me 😢 – at Appin, New South Wales

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📐triANGLE INVESTOR · Sep 10, 2026 · 2:32 PM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ retweeted

📐triANGLE INVESTOR

@capnek123Sep 10

Spot #uranium ask is now at $91. Up we go📣

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Sep 8, 2026 · 11:42 PM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumSep 8

#Uranium is now trading at $90/lb again. When does it crack $100/lb? – at Helensburgh, New South Wales

21%Sept'26

28%Oct'26

25%Nov'26

26%Dec'26

208 votes • Final results

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Sep 9, 2026 · 10:06 PM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumSep 9

Wow! 100% of those that voted believe #uranium will reach $100/lb this year 😉 – at Appin, New South Wales

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Sep 9, 2026 · 10:03 PM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumSep 9

#uranium will go supernova... – at Appin, New South Wales

John Quakes

@quakes99Sep 9

🌀Up she goes!🪁 #Uranium born of the stars🌟🚀🤠🐂

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Sep 9, 2026 · 2:38 AM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumSep 9

When utilities finally accept that their only real option is to buy #uranium in a structurally undersupplied market… all hell will break loose. – at Helensburgh, New South Wales

Uranium Insider

@uraniuminsiderSep 8

Replying to @MustNrgFan

YTD just over 1mlbs/wk. have traded in the spot uranium market. Traders playing increasingly large role, so "total volume available" is not always the right question. It often comes down to willing sellers and price. As far as I can tell, we are already in the very early stages of utilities procuring in small volumes in the spot market in avoidance of high-priced long-term contracts. This looks like cost optimization rather than their "only option." That second part will likely come in the next 24 to 36 months. In the meantime, we will trudge higher, with any unforeseen supply (or demand) shocks likely to spike things in the near-term.

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Sep 8, 2026 · 6:06 AM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumSep 8

This is why the #uranium price continues to rise and will likely accelerate into 2027... – at Appin, New South Wales

Uranium Insider

@uraniuminsiderSep 7

Replying to @MustNrgFan

Price discovery happening across the fuel cycle IMO. Utilities mostly covered 2027-2029 with some exceptions. Early/mid 2030’s will be the pinch point, which utilities are covering now. Limited supply from incumbents. Some utes will be forced into spot.

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Sep 8, 2026 · 1:49 AM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumSep 8

Deficits ramping hard from now on and the market is already tight. Utilities will scramble for material and prices will soar. #Nuclear #Uranium – at Appin, New South Wales

John Quakes

@quakes99Sep 7

⚠️ #Uranium buyers are already feeling the squeeze😵‍💫🪗 from projected #Nuclear reactor fuel supply deficits in 2026 and beyond⤵️⛏️⛽🤠🐂 #UraniumSqueeze 🌊🏄

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$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣ · Sep 7, 2026 · 10:24 AM UTC

$MoneyTalks 🇦🇺💲4️⃣8️⃣0️⃣@GoUraniumSep 7

At $240/lb #uranium, we will still only be half way there... – at Appin, New South Wales

Jhinster1

@johnjhin7Sep 6

$UX1!, W. FIRST $140 THEN $200 TO $240+. A PRICE OF STRUCTURAL DEFICIT MKT. #URANIUM

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