Investor in uranium and silver. Hiking and tech geek. Always hungry for fresh goods! 💹🎒🌿
Calgary
Joined June 2013
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DavidL MetalTech retweeted
"many people are unaware of basic facts about how the world produces and consumes energy. Fossil fuels make up 86% of global energy consumption and 86% of China’s energy consumption"
China’s Green Halo Hides Its Coal Dependence open.substack.com/pub/thebur…
Agreed. Capital doesn't wait through a decade of reviews. It moves to jurisdictions that can actually approve and build. Veto power is a great way to export jobs.
FFS - It’s a pipeline that will help fund our lives. And those for many generations. Grow our economy.
Why does anyone believe they have the right to VETO?
If the pipeline gets cancelled will objectors agree to never take funds from Canada for any reason?
calgaryherald.com/news/bc-fi…
DavidL MetalTech retweeted
@Riversgold_Ltd 's (ASX: RGL) gold appears to keep going past the edge of its Northern Zone mining lease.
So RGL has agreed to buy the ground next door.
The new tenement wraps around the lease on three sides and makes the project about 15 times bigger on completion.
#ASX #RGL #Gold
DavidL MetalTech retweeted
Kazakhstan Signs New Uranium Supply Contracts With India and China
#uranium #nuclearenergy
astanatimes.com/2026/11/kaza…
DavidL MetalTech retweeted
Between demand, expanding use cases, tight supply, tokenomics improving fueling Jevons paradox and stock valuations, this appears to be the opposite of a bubble.
I know it has been incredibly rough to be positioned anywhere near AI or the second half of this year, but this appears durable.
DavidL MetalTech retweeted
Looking back some of the 2026 trades, getting out of Largo at ~US$1,80 was probably the best decision I’ve made during the year.
For years I have tried to get better at this selling thing, which in my opinion, is still the hardest part in investing. 2026 has been another instructive year about when to take profits and when to exit completely.
Few other examples and thoughts about my trading in 2026 below 👇
1/4
Sold my Largo $LGO position that I bought last week and took +40% gains home.
That IOC-deal was a major de-risking factor for me, as it would have provided steady and much needed liquidity stream in a critical moment. Finding a new off-taker and finalizing the agreement(s) is not guaranteed and even if Largo succeeds to find one, it could take quarters to get black on white.
The proceeds from the ATM are mainly directed to owed contractors to ensure operations will continue, and while it could provide some general working capital, it is not enough to cover those massive interest obligations Largo have. That $56M sale would have helped to offset those.
Another worrying sign to me is the massive 50% divergence between US and EU FeV markets. Makes me wonder how much of that 50% premium is caused by US tariffs and people front running a possible floor price, instead of real demand? If that Brazilian 50% tariff is dropped or the vanadium-products gets an exemption, will the price hoover towards the EU-price?
If only one marketplace is broken, there is an disruption in that marketplace, not necessarily in the whole market.
Imo, the R/R dropped significantly due to the lost deal, and I don’t feel comfortable holding the company, given the financial strain they are facing.
Rising vanadium-prices can cure everything, but I’m not sure if this rally is really a sustainable, demand driven rally, and therefore I’m hopping out now.
DavidL MetalTech retweeted
The New York Times is suing privacy-focused web browser company Brave for allegedly scraping the outlet’s copyrighted and unlawfully distributing it to its own customers, like Anthropic and Perplexity.
spr.ly/6019BHv3n9
Agreed. Tight availability plus building demand is a structurally bullish setup in my view. Still bullish on the long thesis here. #uranium
Big step toward closing the fuel cycle. Turning transuranics from waste into fuel extends usable uranium supply, and ATR is the right machine to prove it. I'll be watching this one closely. #nuclear #uranium
JUST IN: @ENERGY’s @ARPAE selected @INL to lead creation of the first transuranic-based liquid salt fuel from recycled nuclear materials. The fuel will be tested in our Advanced Test Reactor, the only U.S. facility with required capabilities & expertise.
inl.gov/news-release/idaho-n…
DavidL MetalTech retweeted
In this clip, Mike Alkin (@FootnotesFirst) explains how #uranium costs have skyrocketed, calling the situation: "Houston, We've Got a Problem!"
Full interview⬇️
youtu.be/6Tt42YGPUL0?si=9eAb…
Been watching this backtest myself. As long as we hold that level on the weekly, the structure is intact and the next impulse north is the path of least resistance.
DavidL MetalTech retweeted
🚨#AI needs #electricity. Electricity needs reliable baseload power. #Nuclear provides it. Nuclear needs uranium.
As AI and #datacentre demand accelerate, the need for reliable #nuclearpower — and a secure #uranium supply — becomes increasingly important.
Uranium developers like Laramide Resources have a role to play in building tomorrow's supply pipeline.
DavidL MetalTech retweeted
Yesterday, the below post went viral, indicating price collapse on B300s. The comments and reposts indicated that this wasn't what anyone else was seeing.
Today (hat tip to @EndicottInvests), $NBIS removed the price ceiling for the B300's. This sure doesn't look like a price collapse.
DavidL MetalTech retweeted
Our article based on BPP data in Bloomberg.com: “What Millions of Data Say about Inflation”
bloomberg.com/graphics/2026-…
DavidL MetalTech retweeted
That detail is revealing things that are hard to see in the headline CPI. Here are three:
1. The AI inflation wave may have peaked
AI-related inflation has arrived in waves — first hitting storage drives, then computers, TVs and phones. But our latest data suggest the monthly pace of price increases across the affected categories has now passed its peak.
Said it last week, December/January gave them optionality. Tightening into weakening demand risks overtightening for zero inflation benefit.
I keep saying it: the junior washout isn't fundamentals, it's holders with clocks - redemptions, capital deadlines - selling into term buyers who have none. Patience isn't a virtue. It's a privilege you build before the crash.
Not unconscious at all. After Calcasieu Pass, execution speed is the whole pitch. 53 months from FID to COD tells buyers and lenders the COD risk is finally priced and managed. VG learned its lesson the expensive way.
Phew. Given where prices are, Shell had to be worried if another version of their Calcasieu Pass odyssey was coming to a theater near Plaquemines. Not this time. Have to wonder if emphasizing the speed to market in the press release is an unconscious decision. @ColumbiaUEnergy
Appointing the most anti-nuclear commissioner in Europe during an energy price crisis, then wondering why prices stay high. My uranium positions aren't complaining though.
