Reddit Posts
The uranium price continues to go higher due to a shortage in the spotmarket that can't be solved in 1 year time. While uranium demand is price inelastic => Soon uranium spotprice will go above 100 USD/lb
Help US miners (EU URG UUUU UEC PEN) & GLO LOT…Help! Your uranium is urgently needed!
Global Nuclear Power Rennaissance accelerating and more unexpected license extensions, while global uranium supply can't keep up with demand. And this supply deficit can't be solved in 12 months time
Announcement of 2 new funds (500M USD +125M USD) that will buy physical uranium in the tiny uranium spotmarket
Cameco announces an unexpected uranium production cut for 2023 => more buying pressure on the already very tight uranium spotmarket.
The Uranium spotmarket is about to become much more tight leading to an important uranium price increase in the coming weeks and months + uranium company share prices have some catching up to do.
And in the meantime the uranium price continues to increase + new urgent RFP coming in the market that will increase the upward pressure on the uranium price.
Producers, clients and financial players competing in the uranium spotmarket (yes, producers are also spotbuyers), Very soon Zuri-Invest will at least buy 2M pounds in the spotmarket (Next week?) -> A couple possibilities: URA, URNM, CCJ, UEC, EU, DNN, GLO, URG, UUUU, ...
URG is expanding its uranium mining by 16%
Small overview about the nuclear power growth and the evolution in growing global uranium supply gap + different fund managers investing in uranium sector +latest information on couple uranium companies ($U.UN, $URNM, $URA, $CCJ, $UEC, URG, $UUUU, $DNN, ...)
Uranium demand in tiny uranium spotmarket could DOUBLE the needed annual uranium spot supply in the short term.
Very good news for Energy Fuels, UR-Energy, EnCore Energy, Uranium Energy Corp and Peninsula Energy
DD: Uranium Sector, Come Glow With Me
An additional annual uranium supply gap of ~50,000,000lb, but not sufficient uranium production can be started ON TIME - Sprott Physical Uranium Trust
what do you guys think the bottom will be on tsla and urg?
Feeling like a complete and total idiot....should I cut my losses?
Uranium!!! Totes the next YOLO! Analysis requested
Uranium Stocks 🔥 Uranium Squeeze🔥 Rick Rule "You ain't seen nothing Yet" #URG #DNN #UEC #UUUU https://youtu.be/8v4ggaK7rFs
Uranium Stocks 🔥 Uranium Squeeze🔥 Rick Rule "You ain't seen nothing Yet" #URG #DNN #UEC #UUUU https://youtu.be/8v4ggaK7rFs
Has anyone invested/researched these penny stocks? If so, please share your views
Uranium isn't AMC or GME. It's even better.
Since most people on the sub do not seem to understand how the Uranium play works here is a basic DD for everyone.
Uranium to the Moon! Tickers: UUUU or EFR.to, DNN or DML.to, URG or URE.to. The spot price per pound of uranium is shooting up and taking the stocks with it. Can’t wait to watch these share prices sky rocket over the next few years.
Uranium Squeeze - URNM over CCJ / DNN
Uranium Squeeze - $URNM over $CCJ / $DNN / etc.
Revised and Updated DD for the Uranium Bull Market
Nuclear Power Bill Gates and Warren Buffet Nuclear Power Plant in Wyoming!! URG Stock Uranium Stocks🚀
Does anyone know of a list of Uranium stocks that are available on Robinhood (that market is just heating up)?
Looking Where The Hype Isn't Right Now
URANIUM MINING STOCKS- A buying opportunity or just the start of the pull back
Which would you invest in? Also looking at ZOM, MOTS, and URG
Mentions
I've been watching a stock that's been in my possession for a year or two called URG. It's for Ur-Energy, a uranium mining company in North America and had dipped to around 0.56 earlier in the year. Now, though, it's gotten to above 1.30. Compiled with this news, I'm curious on whether I should do with this. Should I hold onto it until it crosses a bigger number or sell now and wait otherwise? The company stock: [https://finance.yahoo.com/quote/URG/](https://finance.yahoo.com/quote/URG/) The company's latest news press: [https://www.ur-energy.com/news-media/press-releases/detail/386/ur-energy-provides-operational-and-construction-updates-for](https://www.ur-energy.com/news-media/press-releases/detail/386/ur-energy-provides-operational-and-construction-updates-for)
I bought 100 shares of both UEC and UUUU 300 of URG And betting big on DNN up over 2,000 shares
What was the point EONR!? URG.
Actually the rest of my portfolio is green. I just dont like telling others. KOPN, LTRX, URG...
How do we feel about URG? Long or forget about it
Vuzix if smart glasses with AI/AR become popular. Tons of patents and factory already up. Maybe URG if they secure a spot in the nuclear energy future? Quantum might have big potential but risky. Probably something I haven’t even considered
Not a single mention of URG on here 🤣...the only US domestic uranium miner today. Literally the sole US miner pulling uranium from the ground in Wyoming
Watt’s your pick: URG or USEG?
(Newly) LONG DUCK DONG ON $OUST $URG $CBELL
TMC & URG 🔥🔥 https://www.theguardian.com/environment/2025/mar/28/deep-sea-mining-international-seabed-authority-canadian-the-metals-company-tmc-negotiations-trump-us
Dollar cost average. I bought 1/5th of most of my stocks on Thursday and Friday. MZDAY MRMD LTRX KOPN URG
#I bought MZDAY LTRX URG MRMD
#Thank you... MZDAY MRMD URG LTRX KOPN
#Thank You... MRMD URG KOPN LTRX MZDAY
Spot market volatility is traditionally where miners and processors make the big bucks. No different than any other market traded commodity. Like I said, long term contracts can be great for company stability, but time those contracts wrong and you leave lot money on the table. IMO URG is a boutique-hobby mining operation for John Cash and his buddies.
Uranium is power and energy for AI. USA company not impacted by tariffs. #URG
I been holding URG for a long time purely because I like the abbreviation to be honest
#KOPN MRMD URG (uranium, virtual reality, weed)
Which means they can’t take advantage of spot price market volatility. Long term contracts can be great for company stability, but that doesn’t necessarily translate to big profits. URG historically underperforms vs market conditions. I’ve been swing trading URG for about 5 years
URG has government contracts.
#KOPN MRMD URG - uranium, weed, virtual reality.
I have a metric ton of UUUU and a modest amount of UEC. I sold off my NXE this week for a decent pick up so it will probably shoot off here shortly. Theres also URG. I was in UUUU first and the most, they've picked up contracts over the years and have pretty clear planned growth and are producing more than just uranium.
URANIUM, I LOADED UP 100K ON $URG, best value play out there, still holding onto UUUU, DNN, and URA.
I have followed both of these for a while. They surge and drop with time, when they do drop though I would scoop up DNN instead, it used to trade at the same as URG, however since DNN seems to be the one really taking off, with that said the price is ok for URG where it is at, they just had an offering a couple months ago and I jumped in at 1.16, dropped to about .90 before coming back up to current price.
Uranium Miner: URG Nuclear Designer and Parts: LTBR
For US Stock tickers: CCJ, UUUU, EU, NXE, DNN, URNM, UEC, URG. Personally focus on the ones actually pulling pounds out of the ground right now and can capitalize on the Uranium price movements. That leaves you with basically EU, UUUU and CCJ. NXE and DNN are supposedly going to start producing but that won't be for another 4 or more years so if you want something actually making money, It's UUUU, EU or CCJ. UEC and URG currently don't produce and pretty much just hoard uranium. SRUUF does this too but that actually works as a trust.
EU, UUUU, CCJ, URNM, URNJ, NXE, DNN, UEC, URG. Look at the company profiles and go nuts. Personally stupid long on UUUU.
A few others: NXE UUUU UEC URG Not to mention keeping an eye on SMR developers: SMR NNE OKLO
URA is probably one of my favorite players since it's been around for a while and has a lot of room for recovery. More recently I've been looking at URNJ and URNM to diversify with stakes in different mining operations. More in the pennystocks territory I've liked URG, UROY, DNN, and UEC
CCJ is decent but UUUU and EU are better long term gain candidates. CCJ is safe but they shot themselves in the foot with locking in really low contract rates (their rates are like 1/2 the current contract rates for per pound of U). DNN is good but it's questionable if they'll get their production up in time (they *should* but still in the air) I don't like URG, UEC or NXE and NXE in particular is in a bad spot since they just sit on a deposit and don't actually mine it.
Time to buy $URG bounce coming but I think they all will. Techs gold.
Why do these stock tickers look like two kids having an argument? "U R A --" "U 'RE TOO!" "NIX! ME TOO!?" "URG..." "UR NM." "FCK U TOO!"
URG has over 500mm market cap today
SNOW and VEEV, and URG (uranium miner in the US)
Uranium stocks broke out today. Stocks to follow: CCJ, URG, UEC, UROY. There are also lower market cap stocks available. You heard it here first. Sector is in a bull market.
Uranium stocks broke out today. Stocks to follow: CCJ, URG, UEC, UROY. There are also lower market cap stocks available. You heard it here first. Sector is in a bull market.
Hey everyone! With the US uranium deficit and increasing global demand, it's no surprise that the US miners (EU URG UUUU UEC PEN) are in need of your help! It's not just about solving a global crisis, but also securing the future supply for the USA. Plus, check out [this recommended reading list](https://thetatitans.com/summary-of-theory/#recommended-reading) for some valuable insights. Happy trading!
$URG has treated me well
Hi, **Part 1** I could talk about the global nuclear power rennaissance and the global uranium sector for days... A lot is happening in favor of nuclear power, but most people don't know it. ​ **A. The global nuclear power rennaissance** 3 posts of mine with some details about that: 2 years ago: "An overview nuclear renaissance + China massive reactor fleet and their strategic reserve build out + shift in EU, USA, ... + update licence extensions" 1 year ago: "The Global Nuclear Power Renaissance is speeding up, while the global uranium supply and demand is in a growing structural deficit. First that deficit was compensated with the consumption of uranium stockpiles, but now those stockpiles reached critical low levels (UxC)" A more detailed list with all U-turns in favor of nuclear power of a year ago: "The uranium sector: A lot is changing the last month at the demand side. The supply side isn't ready for this (an update: the actual additional uranium demand each event creates)" ​ Since those posts, it has only accelerated: \- China increased their number of reactor construction starts per year. Important note: China builds reactors close to budget and on time. The build out of nuclear power in China alone will result in a global annual uranium consumption of 30% in 2035 compared to 2020. But China is not the only one building reactors. \- India continues to build their reactors \- Japan restarted more reactors Today more reactor capacity is being build (especially in China, India, Russia, Turkey, ...), than old nuclear capacity being closed. And the last 2 years we witnessed ​ **B. The global uranium sector** The uranium sector was in a long bear market since the Fukushima accident in Japan in March 2011. Before the Fukushima accident Japan represented \~1/9 of globale annual uranium consumption. After the Fukushima accident that 1/9 annual demand gradually stopped, which resulted in an oversupplied uranium sector from 2011 till end 2017. During that period several smaller uranium miners stopped mining in uranium, because it was uneconomical. Some of them even went bankrupt. Than early 2018 the global uranium sector switched into a structural global primary uranium deficit, meaning that global annual production was significantly lower than global annual uranium consumption. But how come that this didn't lead to a shortage in 2018/2022? Between 2011 and 2017, when the sector was in oversupply, a global uranium stockpile was created between 2011 and end 2017. That stockpile was steadily consumed starting early 2018 to temporarly solve the global annual primary uranium deficit. That worked, until there wasn't non left anymore to fill the gap.... **That pivotal point has been reached now (2H2023).** I made a detailed report in August 2023 on that event and it has been confirmed by others and by what is happening in the spotmarket now: "A detailed report: An important pivotal moment has been reached. And the Uranium spotmarket is about to become much more tight." Now, according to my calculations and those of others, that stockpile created in 2011-2017 is now depleted. The only solution now is getting the uranium price significantly higher than 70 USD/lb and fast, to incentives new production to start by end2024/2025/2026 This isn't like the oil or gas industry where you can turn the switch on an you get more oil and gas a few days later. Restarting an existing small mine (because small mines in care-and-maintenance is the only thing that's left now to restart, all the mayor existing mines are producing, while the global uranium deficit remains) takes at least 9 months (in case of ISR mining) and takes a couple years (in case of conventional mining) and they will only do it when they got the uranium price needed to have an acceptable profit (\~90 USD/lb, other specialist already talk about \~120 USD/lb) UR-Energy ( a small miner) has a small production and is in the process of increasing their ISR uranium production. A week ago they warned that there could be some delays in increasing production due to Labor Shortage! Eventually URG will benefit, but in the meantime restarting or in this case increasing production is not that easy. Starting a new mine is even more costly and takes much more time to start producing. The biggest mine projects: \- DASA: The mine is in construction as we speak. But due to the Niger coup, Global Atomic just warned that the production start could be delayed by 6 to 12 months from early 2025 to early 2026 \- Phoenix (Denison Mines): production start for 2027 (\~2 years of construction, and they still have to make some preperations before giving the green light for the construction) \- Arrow (Nexgen Energy): production start for \~2030 (4 years of construction needed, and they still have to make some preperations before giving the green light for the construction) ​ The consequence is that the global uranium supply and demand will remain in structural deficit without any stockpile anymore to temporarly close the gap **for a long time**, even after reaching a **sustained** \~90 USD/lb (or \~120 USD/lb) uranium price **The fact that adding significantly more uranium production will take years, the uranium spotprice will likely significantly overshoot that needed \~90 USD/lb (or \~120USD/lb).** Something similar happened in 2006/2008. Back than the sector needed \~55 USD/lb to get the global uranium supply and demand in equilibrium. Yet the uranium spotprice overshot that \~55 USD/lb significantly. In December 2006 uarnium spotprice was around 72 USD/lb in February 2007 around 75 USD/lb in June 2007 it reached 139 USD/lb. The only important difference with today is that today there is a structural global uranium deficit that can't be solved with the production start of 1 new big mine (DASA/Phoenix/Arrow), several new mines are needed and this will take years! In 2004-2008 there wasn't a structural deficit, just 1 mine with the capacity of 18 million pound planned for 2008 that fluded in October 2006. Today the global deficit is much bigger than those 18 million pounds back than and will remain much longer. And UxC recently warned that the production of the 2 biggest uranium producers (Kazatomprom 23% of world production, Cameco 12% of world production) in the world were already sold out until 2027! ​ (See next post for part 2)
Uranium gang, love me some yellow cakes! What you holding? I'm almost full port, I have an extensive selection but some of my largest holdings are: FCUUF/DNN/URG/UUUU etc As well as URNM etf
United States uses about 1/3 of the annual global production of uranium. Couple years ago even before the war former URG CEO Jeff Klenda in an interview talked about how America gets about half of it's uranium from Putin or Putin's allies namely Kazakhstan. In recent months we have learned that Russia has been doing hostile takeovers of uranium producers in Kazakhstan also the US has signed a bill a banning import of uranium from Russia. My figures accounting for deceleration of use of uranium in America would put us around 17 metric tons of usage for this year with around 48 metric tons being produced globally and about half of that is being taken off the market to Putin's enemies I would suspect leaving uranium consuming countries to bid up the spot to vie for what's left from the remaining uranium producing countries namely Canada and Australia. So your large consumers of uranium like the USA Korea France Spain UK Ukraine are all looking to bid on this limited amount of available uranium on the market with the US looking to get around 70% of that it's basic supply and demand in a historically oversupplied market. Uranium production takes time to ramp up that bill was passed in May. Even some of the quickest to spool up production will take around half a year to get going that hasn't happened yet. Around 10 companies make up over 90% of the production and CCJ number two in the world for that behind a state-owned Kazakhstan producer that the name is slipping me right now. Being the CCJ consistently produces uranium they were able to capitalize on the increasing spot price. Supply will catch up as more methods of extraction become profitable at higher prices.
Hi, I can't give financial advice. I, myself, am invested in 25+ different uranium companies. My biggest position, based on my own investors profile, are Denison Mines, Deep Yellow, Fission Uranium Corp, Sprott Physical Uranium Trust, Lotus & A-Cab combined, Kazatomprom, \~25% invested in US uranium miners (URG, UEC, UUUU, EU, PEN) If you are looking for 1 diversified position, you can look at URNM etf, URNJ etf and URA etf This isn't financial advice. Please do your own DD before investing Cheers
Uranium is one of my most confident long term plays…in on CCJ, UUUU, DNN, and URG as of now…want to expand, I expect acquisitions in the future.
Wheel the nuclear energy sector. Uranium spot price is just a hair under the magial $60/lb. threshold at the moment. UUUU, UEC, LTBR, and maybe URG or DNN. The first three are more attractive right now for that account size, and we are fast approaching the seasonal upswing cycle for these stocks. Into 3rd week of August, there is likely going to be a little pullback, and then the rip rocket of the end of first week/begining of second week of September (contracting and major investor conferences) followed by weakness into October, a little pre-Thanksgiving week pump and then death into the dead of winter. Prices pop again in Feb, flatline in March , and are unstable/good for swing trades for the rest of Spring and Summer again. I'm having fun with this approach, and my account started not much larger than yours.
I thought that CCJ was on Reddit. And the performance of this bigger market cap is leading the way for the smaller onces that will most probably follow in the coming months. Other pure US uranium companies like UEC, URG, UUUU. Cheers
I am in on DNN, UEC, UUUU, and URG - most of them are around the mining and refining of uranium, not necessarily actually running plants etc. they all had a low price point and I am still up despite the market not doing as well as when I bought. They’re all kind of a gamble, but when dems got in I figured a roll on alternative fuels was worth it.
DNN and URG thank this move
looking like a short squeeze coming on URG
$URG Looks like the dust has cleared and we've settled in the 1.10 - 1.15 range. Wondering if they sold any shares from the shelf offering today? Given the 8m volume already, that's a definite maybe.🤷♂️
URG - company plans to increase production by 16%
Hey /u/Napalm-1 - I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: URG GLO. We don't allow discussion of low market cap (less than 500mm) tickers to prevent pump & dump spam and scammers.
A great stock for uranium is URG
It seems like you're very early in your research journey. The bull-case for domestic uranium sector has never been better. For the first time we're seeing bipartisan support and government funding. Just this week US Department of Energy has started their first strategic reserve purchases of DOMESTIC uranium for $75MM. Companies included Energy Fuels (NYSE: UUUU), Uranium Energy Corp (NYSE: UEC), UR-Energy (NYSE: URG), Encore Energy (OTC: ENCUF due to be uplisted to NYSE in Q1 23') Press releases: UUUU - https://www.energyfuels.com/2022-12-16-Energy-Fuels-Awarded-Contract-to-Sell-18-5-Million-of-Uranium-to-U-S-Uranium-Reserve UEC - https://www.uraniumenergy.com/news/releases/index.php?content_id=977 Encore - https://encoreuranium.com/news/encore-energy-awarded-7-mm-usd-united-states-department-of-energy-uranium-reserve-contract-applies-to-join-haleu-consortium/ URG - https://www.ur-energy.com/news-media/press-releases/detail/339/ur-energy-announces-additional-sales-commitments-success Lots more pointing to Bull Case for U.S. Including the Inflation Reduction Act de-risking the entire NPP fleet. Not only keeping them online, but enough subsidy funding to add life extensions. Next up there is also HALEU strategic reserve. This has all happened in 22 and will continue into next year and IRA will provide funding for next decade.
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Hi, UR-Energy (URG) is an uranium producer with an existing US uranium mine in care-and-maintenance Denison Mines is an uranium developer with many uranium projects in their portfolio and with a 22.50 stake in the producing McClean Lake mill processing ore from Cigar Lake Fission Uranium Corp is an uranium developer with a beautiful very high grade uranium deposit. Cheers
Similar to URG and DNN, or are we talking apples and oranges?
Exactly. Uranio know is a hidden gem. The world has to come to terms and realize that we need to stop depending on oil. Nuclear energy is clean, highly efficient and reliable. My favorite uranium stocks picks are URA, UUUU and URG.
HYMC and URG both show hope. AQB as always, and KULR hope to see something.
I am a bot. You submitted a picture of a banned ticker, URG. The market cap of URG is **237261200** This check will fire if you included unnecessary pictures that have bad keywords/phrases. Repost with the useless pictures omitted if you did that.
I am a bot. You submitted a picture of a banned ticker, URG. The market cap of URG is **237261200** This check will fire if you included unnecessary pictures that have bad keywords/phrases. Repost with the useless pictures omitted if you did that.
Been on UEC since February mostly day trading but have accumulated 400 shares. Also been on URG for a minute, can’t buy options but the stock is less than a buck and a half so 1K shares is minimal risk.
URG is only up 10% over the last month (don’t get me wrong I’d love to get in before the spike) but is that a good one to buy?
URG looks pretty solid, I’d say just research them all and whichever looks the most promising just yolo it all into, can’t go wrong
URANIUM ENERGY CORP. (XNYS:UEC) UEC Denison Mines Corp. (XNYS:DNN) DNN Ur-Energy Inc. (XNYS:URG) URG NEXGEN ENERGY LTD. (XNYS:NXE) NXE CAMECO CORPORATION (XNYS:CCJ) CCJ URANIUM ENERGY CORP. (XNYS:UEC) UEC Denison Mines Corp. (XNYS:DNN) DNN Ur-Energy Inc. (XNYS:URG) URG NEXGEN ENERGY LTD. (XNYS:NXE) NXE Energy Fuels Inc. (XNYS:UUUU) UUUU Sprott Uranium Miners (ARCX:URNM) URNM < ETF
I'm in UEC GLATF SRUUF URNM URA UUUU ENCUF DNN URG and recently SMR since last year. $1M+ balls deep. The fundamentals for LT bull run are unbelievable. You need a strong stomach to handle the volatility, and black swans are always a risk factor, but my conviction is strong based on all the DD I've done since Spring 2021. There's not enough supply and there's no way for countries to lower their carbon footprint without the baseload that Nuclear provides.
I’m a million into Uranium. UUUU UEC URA URNM SRUUF ENCUF GLATF DNN and URG are my plays.
URG 😉✈️🍾🫡 nuclear power on the way
Diamond hands here, sitting pretty for now $URG and $UUUU
Luckily I am heavy in UUUU, DNN, URG, UEC,
Uranium. DNN, URG, UUUU. CCJ, UEC
>$URG do you think it can pull back more or is it in slurping territory?
$UUUU, from what I have read is pretty well maxed out on what it can pull for uranium. $URG has their main mine operating at 50% capacity and a second mine with infrastructure installed and ready to go, but hasn't heen tapped yet. So $URG could potentially quadruple output in a short amount of time e and is sitting on a years worth of uranium in reserve for the right price.
Waiting for URG and UUUU to jump. Also looking at WWR and the squeeze that is happening.
Electric vehicles (TSLA), eVTOL (JOBY), nuclear energy (URG, URA, UUUU).
URG for short term volatility with long term potential with green energy.
DYODD, US producers will be winners initially. ENCUF, URG, UUUU, and PENMF are miners. SRUUF for the Sprott physical uranium fund.
$SRUUF is a pure play on uranium. $URNM/URA Etfs that pay dividends. There are exploratory shitcos that are high risk / high rewards. Skyharbour resources, standard uranium, purepoint uranium, forum energy metals. Majors are KAP, UUUU, DNN, URG, UEC. ​ Been positioned.