Monolith Investments @variance_swap
"I am afraid I can't do that Dave" Jupiter Joined December 2016-
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Always hard to predict utility behaviour, but many green signals to encourage more #uranium contracting: 🟢 PJM auction 🟢 WNA forecast 🟢 CCJ + KAP guidance 🟢 Term and spot px resilience 🟢 SPUT buying, not selling Only other major milestone I can think of is Rook permitting.
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The folks disappointed by WNA were expecting to see videos of fuel buyers running around the halls in panic, interrupting their meetings to call their fuel brokers, and for spot price to spike to $150. #uranium
After a disappointing summer, #NaturalGas names are attractive here . L48 prodxn is peaking out, LNG gas exports coming online by year-end. Even modest support from winter weather could lead to fireworks. $AR
Some funny comments I've read on WNA forecast: - It's a nothingburger because everyone knows we're in a deficit - There was no deficit in 2026/27, which is why utes are not worried - 2030+ deficits don't matter for the market today A lot of #uranium tourists need flushing out.
Monolith Investments retweeted
Big news: NexGen’s Rook I Project has been recognized as a Project of National Significance to Canada, it’s the only uranium company selected. 🇨🇦⚛️ This underscores the strategic role of Canadian uranium in powering clean energy & energy security for generations - all anchored…
So you're telling me the S/D looks like this, and you can still buy spot #uranium <$80 / lb? Why even bother with the miners?
You can't own enough gold, silver (and hard assets in general).
You can't own enough gold, silver (and hard assets in general).
SPUT doing a good job mopping up lbs. The quantities are small, but every lb will matter when fuel buyers and hedge funds compete for volumes. #uranium
SPUT doing a good job mopping up lbs. The quantities are small, but every lb will matter when fuel buyers and hedge funds compete for volumes. #uranium
SPUT +1% QQQ -1% Another beautiful day in the #uranium bull market.
$60mm revenue from Si-28 and Yb-176 @ 3-5x rev multiple (given growth prospects + 80% GM) + value Renergen at cost ($107mm) (even though FCF b.e. in 2026) = 40-50% of $ASPI market cap. That's just two isotopes, and no value for HALEU, Renergen synergies, Helium potential.
Monolith Investments retweeted
The delivery of Ytterbium-176 samples is a major milestone, it´s huge, and this is not going unnoticed by anyone $ASPI
The delivery of Ytterbium-176 samples is a major milestone, it´s huge, and this is not going unnoticed by anyone $ASPI
Monolith Investments retweeted
$ASPI there it is! Shipment of Ytterbium is official. This is a major milestone as not only does it unlock a $20M/kg market that has an extremely constrained supply chain, but it also proves that QLE works, paving the path to be the only meaningful producer of HALEU for next gen…
Was hoping to hear something along these lines. Providing a revenue guidance for the two isotopes is critical... really needed to see some cold hard numbers on paper that mgmt can be held accountable against. Going to add to my position . $ASPI ir.aspisotopes.com/news-events/pr…
This makes a lot of sense, and something that hasn’t been talked about much . If $CCJ is struggling to find labor, what chance will $DNN and $NXE have? A big cohort of skilled mine workers will likely be retired by 2030+, taking essential knowledge with them. #Uranium
Current mood: “at $100 #uranium I’m going to take profits!” Mood at $100 uranium: “I’m not going to sell anything because this is obviously going to $200”
My favourite cartoon growing up was #silver surfer. Thanks @GavMcCracken for introducing me to $APM.TO. I really don't wanna run the cash flow math at $40 silver pricing... why bait myself?
$ASPI sell off is well deserved given all the hype and pumping going into the call. A lot of tourists in this stock need to get flushed out. A lot needs to go right to realize the revenues / cash flows needed to justify the market cap .
Monolith Investments retweeted
$RIG are so close to bankruptcy that they are the most conservative bidder in their peer group This is also why their debt trades close to par, because they will go bankrupt They were the only US player to survive the downturn but they will go bankrupt now as the cycle has…
A lot of investors are about to feel under exposed to #uranium .
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