@_U308_

Commodity supercycle is already heating up so think wisely about your portfolio. Higher prices are coming. Uranium Palladium Copper Tin Silver Oil Helium Coffee

 Poland
Joined October 2013
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3KMedia
Latest portfolio update. Things have been pretty steady over the past few months, with no major changes. #Uranium miners 48.5%, AI 35.93%, Health sector 9.49%, #oil/#gold/#cash 6.08% $IREN $UEC $UUUU $LEU $PDN $UNH $BMN $CNC $DYL $MOH $ZIM $MDT $NVO
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Uranium & #nuclear stocks rebounded sharply on Oct 15 ($UEC +6.1%, $LEU +5.9%, $NXE +5.9%), lifting off recent lows. Encouraging bounce-back, but one green day doesn’t confirm a full trend reversal just yet... #uranium
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Constellation Energy $CEG the largest owner and operator of #nuclear power plants in the United States, received a new Outperformer recommendation from CIBC, with a $358 price target.
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The most important news for today: 🟢 Poland - Joint venture for six BWRX-300 reactors 🟢 US Department of Energy accelerates molten-salt reactor research 🟢 African uranium projects attract development-finance interest 🔴 UUUU - Potential shareholder dilution
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Energy Fuels $UUUU, US listed #uranium miner filed a prospectus supplement permitting the company to sell up to an additional $500 million of common shares through its at-the-market equity programme. Source: sec.gov/Archives/edgar/data/…
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Africa Finance Corporation is exploring investments in #uranium and iron ore projects as part of its expansion into strategic minerals. Reuters reports that AFC expects to announce potential investments within the next 6–12 months. Source: reuters.com/world/africa/afc…

AFC eyes iron ore and uranium investments in Africa

The Africa Finance Corporation is looking for investments in iron ore and uranium as it seeks ​to expand its reach in critical minerals projects ‌on the continent, the agency's head of mining and...

reuters.com
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The US Department of Energy approved cost-shared funding to accelerate the final development stage of the Molten Chloride Reactor Experiment. The project involves Southern Company, Idaho National Laboratory and Core Power. Source: world-nuclear-news.org/artic…

US DOE funding to accelerate molten salt reactor development

The Molten Chloride Reactor Experiment aims to achieve first criticality in 2027, with the US Department of Energy approving cost-shared funding under its Advanced Reactor Demonstration Program.  ;

world-nuclear-news.org
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Poland's SGE and ZE PAK have agreed to establish a joint venture to develop a nuclear power station at Pątnów. The project would use GE Vernova Hitachi's BWRX-300 small modular reactor technology. Source: world-nuclear-news.org/artic…

Joint venture formed for six-unit SMR plant in Poland

Poland's SGE and ZE Pak have agreed to establish a joint venture to develop a nuclear power plant in Pątnów which will feature up to six BWRX-300 small modular reactors.  ;

world-nuclear-news.org
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Canaccord maintained Buy and reduced its target from A$15.80 to A$15.65. The change is less than 1%. This suggests only a modest revision to the broker's valuation, although the underlying financial model changes were not publicly disclosed. $PDN.TO #uranium
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Citi maintained its Buy recommendation but reduced its price target from A$14.00 to A$12.50. The reduction is significant because it follows $PDN.TO Paladin's disappointing quarter operating results. #uranium
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Uranium Price Monitor Oct 16, 2026⚛️ Spot: $91.24/lb - up $0.17 Long-Term: $96.50/lb - UNCHANGED #uranium
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Koala Energy Brief@_U308_Oct 15
Uranium Price Monitor Oct 15, 2026⚛️ Spot: $91.07/lb - up $1.07 Long-Term: $96.50/lb - UNCHANGED #uranium
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Uranium Price Monitor Oct 15, 2026⚛️ Spot: $91.07/lb - up $1.07 Long-Term: $96.50/lb - UNCHANGED #uranium
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Koala Energy Brief@_U308_Oct 14
Uranium Price Monitor Oct 14, 2026⚛️ Spot: $90.00/lb - UNCHANGED Long-Term: $96.50/lb - UNCHANGED #uranium
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Koala Energy Brief retweeted
Shay Boloor
@StockSavvyShayOct 14
The neocloud massacre continues 😳 • $CRWV -15% • $NBIS -10% • $IREN -10% • $HUT -9% • $WULF -9% • $WYFI -8% • $CIFR -8%
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Barrenjoey has officially initiated coverage on NexGen Energy Ltd. (NXG.AX / $NXE ) with an Overweight rating. This shifts the company's status with the Australian financial firm from "Not Covered" to an active, positive buy-equivalent stance.
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Morgan Stanley has downgraded Boss Energy Limited $BOE from Overweight to Equal-weight. Analyst Rahul Anand adjusted the firm's stance on the Australian #uranium producer, aligning it with a more neutral sector outlook
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Uranium Price Monitor Oct 14, 2026⚛️ Spot: $90.00/lb - UNCHANGED Long-Term: $96.50/lb - UNCHANGED #uranium
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Koala Energy Brief@_U308_Oct 12
Uranium Price Monitor Oct 9, 2026 ⚛️ Spot: $90.00/lb - up $0.15 Long-Term: $96.50/lb - UNCHANGED #uranium
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"It gets worse before it gets better" or something along those lines... #uranium
*Walter Bloomberg
@DeItaoneOct 14
US Sept. Consumer Prices Rise 0.6% M/M; Est. +0.6% US Sept. Consumer Prices Rise 3.7% Y/Y; Est. +3.6% US Sept. Core CPI Rises 0.3% M/M; Est. +0.2% US Sept. Core CPI Rise 2.6% Y/Y; Est. +2.4%
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$URNM has fallen below its July 2026 low. Historically, #uranium equities have taken anywhere from 2 weeks to more than a year to recover their previous highs after a major selloff. The most relevant recovery periods for the current cycle are approximately 5 months and 14 months.
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Koala Energy Brief@_U308_Oct 2
How long do uranium corrections usually last? The current $URNM drawdown is already ~44% and has lasted 8+ months. Similar in depth to 2021-22, but still shorter in duration than prior major consolidations. The unusual part: long term U3O8 is still rising. #Uranium #Nuclear
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If history rhymes, then in the worst-case scenario, #uranium equities could recover to new highs sometime in Q1 2028. What is your investment window for this cycle?
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It’s getting a lot more interesting for #uranium compared to two weeks ago, with the median drawdown now at -53.4%: $LOT -92.7% $EU -78.2% $LEU -71.1% $DYL -70.9% $UUUU -66.8% Meanwhile, physical uranium $U_U exposure is just 20.3% below 52w high.
Koala Energy Brief@_U308_Sep 29
How beaten down is the #uranium sector? I compared current prices with 52week highs across 18 uranium miners, developers and ETFs. Median drawdown -50.1% $LOT -92.7% $EU -71.3% $LEU -69.8% $GLO -60.7% $UUUU -60.5% Meanwhile physical uranium exposure $U_U is only 21% below its 52w
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Just an update after the recent #uranium selloff. It seems that $U.UN.TO was the best choice after all to avoid filing for bankruptcy in this downturn.
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Koala Energy Brief@_U308_Oct 7
We had a great session yesterday with many #uranium related equities on the rise, and ETFs like $URA up 4% and $URNM up 5%. Let’s take a look at how much these equities need to climb to reach their 52-week highs. Which ones do you have?
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