Segra Capital Management @SegraCapital
Institutional investment framework applied to nuclear power, uranium & the clean energy transition. General market commentary only. Not investment advice: DYOR. segracapital.com West Palm Beach, FL Joined September 2018-
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@AlexMiningGuy - All the more impressive when you realize that @NAC_Kazatomprom #uranium sales for 2023 were heavily weighted toward Q1 (not typical) when realized prices were in the mid $40s -- on a forward basis the yield gets quite interesting for $KAP
@AlexMiningGuy - All the more impressive when you realize that @NAC_Kazatomprom #uranium sales for 2023 were heavily weighted toward Q1 (not typical) when realized prices were in the mid $40s -- on a forward basis the yield gets quite interesting for $KAP https://t.co/xCYjdhTWYA
@WSJ - Kazatomprom’s Profit Surges on High Uranium Prices "Demand for uranium—which is used to power nuclear reactors—has grown amid a global shift away from carbon-emitting fuels" #uranium #nuclear $KAP $KAP.LI @NAC_Kazatomprom wsj.com/finance/commod…
February 24, 2022 is a day the world changed for the people of Ukraine. Two years later, Cameco is still proud to #StandWithUkraine and help it achieve energy independence.
@CG_Driven launches coverage on @NAC_Kazatomprom this morning. “Center of the (U)niverse” Good report - worth a read - IMO assumptions very conservative. Note Canaccord’s px deck continues to be stale vs other banks who recently upgraded commodity forecasts. $KAP #uranium…
Incredibly proud that @SegraCapital was a signatory to this historic pledge. The world needs new #nuclear and these companies are leading the way. Lets go! #uranium #cleanenergy #COP28 @WorldNuclear
Incredibly proud that @SegraCapital was a signatory to this historic pledge. The world needs new #nuclear and these companies are leading the way. Lets go! #uranium #cleanenergy #COP28 @WorldNuclear
$NXE’s 2023 Site Infrastructure Program includes a 200-bed camp expansion to support increased activities at the Rook I Project in the coming years, while maintaining $NXE’s elite Health, Safety, Environment, and Quality standards. #thisisnexgen @leighcuryer @travmcph
It’s a historic day at $NXE as we’ve received Provincial Environmental Assessment approval for the Rook I Project – marking the first greenfield project approved in Canada in over 20 years! @leighcuryer @travmcph
Why wasn't everybody doing this ⁉️ "People always look back, and assume that it was an easy trade," @JekyllCapital said to @KeithMcCullough during Day 3 of the 'Hedgeye Investing Summit.' 🎬Click to learn more about @SegraCapital's winning Uranium trade: info.hedgeye.com/summit-fall-20…
Today, #Cameco is celebrating its 35th anniversary. Cameco’s vision is to energize a clean-air world. This video shows our progress towards achieving that vision over the past 35 years – a vision we remain committed to every day.
Thank you to @cameconews for hosting us at the McArthur River Mine & Key Lake Mill in northern Saskatchewan this week. It’s difficult to imagine the scale and complexity of these operations if you’ve never been to site. Great trip! #nuclear #uranium $CCJ $CCO.CN
#Cameco Provides Production and Market Update - bit.ly/3PjOAXL $CCO.TO $CCJ
@CNBCnow - Sam Altman explains why he’s helping to take #nuclear microreactor company @oklo public via SPAC "I don’t see a way for us to get there without nuclear" #uranium cnbc.com/2023/07/11/sam…
“Heard on the Street: Tensions with Russia and insensitivity to economic indicators make uranium an appealing bet” via @WSJmarkets #nuclear #uranium $CCJ wsj.com/articles/how-u…
#Cameco reports first quarter results, solid quarter demonstrating the strength & purpose of our strategy; long-term contracting success in new markets; early days of a market transition bit.ly/41KiIiY Join our conference call & webcast at 8:00 am Eastern $CCO.TO, $CCJ
sites.libsyn.com/94820/adam-rod… Thanks for having us @tseides ! Great conversation and hope to do it again soon.
Great to have @GeneralFusion highlight our blog post. Give it a read if you haven’t already! #nuclear #fusion #cleanenergy
Great to have @GeneralFusion highlight our blog post. Give it a read if you haven’t already! #nuclear #fusion #cleanenergy
@ENERGY has just released "Pathways To Commercial Liftoff: Advanced Nuclear" The report is full of great facts and figures and I'd highly recommend reading it. See attached images. #nuclear #SMR #uranium #cleanenergy liftoff.energy.gov/wp-content/upl…
By some estimates, charging an electric vehicle at night in coal-dependent areas can generate more emissions than a gasoline-powered car. #Nuclear power is essential to ensuring #ElectricVehicles succeed in being #carbonfree. nei.org/news/2022/nucl…
AP: Japanese Court Says 45-year-old Nuclear Reactor Can Operate "Under the new #nuclear policy to be adopted later this week, the government will seek to develop and construct “new innovative reactors” such as small modular reactors." #uranium apnews.com/article/scienc…
@xenergynuclear XE-100 is a leading GenIV #nuclear reactor with a broad and growing TAM due to it's high heat & cogeneration capabilities, led by a strong mgmt team w/ a well defined go-to-mkt strategy and major Gov support via the @ENERGY ARDP program. Exciting times! #uranium
@xenergynuclear XE-100 is a leading GenIV #nuclear reactor with a broad and growing TAM due to it's high heat & cogeneration capabilities, led by a strong mgmt team w/ a well defined go-to-mkt strategy and major Gov support via the @ENERGY ARDP program. Exciting times! #uranium
John Quakes @quakes99
82K Followers 36K Following Retired Earth Sciences Researcher, Professor, Analyst, Writer, Trekker and Explorer. 🥾🌎 Invested now in the new #Uranium Bull Market. ⚛️⛏️ 🤠🐂
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Uranium Insider @uraniuminsider
69K Followers 1K Following Leading Newsletter solely focused on nuclear energy & uranium equities. Inception-to-Date Performance: +444% ($100,000 on August 1, 2019 now worth $544,000).
Uranium Corgi @UrTokenCorgi
22K Followers 3K Following #Uranium | Memes | NOT financial advice | Parody | Pro- #nuclear
Paulo Macro @PauloMacro
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Josh Young @Josh_Young_1
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Art Hyde @JekyllCapital
16K Followers 967 Following PM @ Segra Capital Managment (@segracapital). Focused on niche & under-followed investment opportunities. Strong advocate for Nuclear Power.
Mark Nelson @energybants
61K Followers 2K Following All energy all the time. Saving nuclear plants: Radiant Energy Fund. Energy & strategy: @RadiantEnergyG. Prev: @envprogress @cambridge_eng @run4okstate
contrarian 8888 @contrarian8888
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Fabi @TheNextBigRush
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Nick Jones @Grainjones
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LookingForHiddenValue @gjermundgroven
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Patrick Downes @patrickadownes
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NostraThomas 🇨🇦.. @SloCan68
9K Followers 3K Following NT Principal Capital. #URANIUM Tweets are not intended to be investment advice. Seek a duly licensed professional for investment advice.
TBird @TBirdV
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Antonio A. @antonioresource
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chris keefer @Dr_Keefer
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Casper- Nuclear advoc.. @casperj33081634
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Global Investors Grou.. @Dustin_WRowe1
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William A. Otis @ZenmonsterMedia
454 Followers 1K Following Collectible dealer. Tennis player. Founder, Ft. Wayne Improv/Broken Pencil. Comic book evangelist. Uranium/tin investment. Taoist!
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Nimo @NimoNuts
199 Followers 89 Following “The truth is like a lion. You don’t have to defend it. Let it loose; it will defend itself.” - St. Augustine
Gold & Wealth @climb65192
61 Followers 220 Following Private investor. Read "The Little Book on Investing in Gold (2024 edition)". It is amazing. Link:https://t.co/bOrDcmGFQJ *Not investment advice.
Joris Van Ongevalle @jovo1606
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SmallCapInterviews @SmallCapIntro
11K Followers 9K Following SmallCapInterviews offers market-leading educational small-cap coverage on TSX, TSX-V & CSE opportunities. Not intended to be investment advice. Read disclaimer
Michael French @RCSFrench
190 Followers 576 Following VP Sales, Red Cloud Securities. [email protected]
no name @_andsomer
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roger mills @Roger__Mills
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John Quakes @quakes99
82K Followers 36K Following Retired Earth Sciences Researcher, Professor, Analyst, Writer, Trekker and Explorer. 🥾🌎 Invested now in the new #Uranium Bull Market. ⚛️⛏️ 🤠🐂
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Uranium Insider @uraniuminsider
69K Followers 1K Following Leading Newsletter solely focused on nuclear energy & uranium equities. Inception-to-Date Performance: +444% ($100,000 on August 1, 2019 now worth $544,000).
Uranium Corgi @UrTokenCorgi
22K Followers 3K Following #Uranium | Memes | NOT financial advice | Parody | Pro- #nuclear
Art Hyde @JekyllCapital
16K Followers 967 Following PM @ Segra Capital Managment (@segracapital). Focused on niche & under-followed investment opportunities. Strong advocate for Nuclear Power.
Mark Nelson @energybants
61K Followers 2K Following All energy all the time. Saving nuclear plants: Radiant Energy Fund. Energy & strategy: @RadiantEnergyG. Prev: @envprogress @cambridge_eng @run4okstate
contrarian 8888 @contrarian8888
60K Followers 835 Following Former hedge fund manager of a multi billion dollar fund. Interested in commodities & startups. Nothing should be construed as investment advice
Nick Jones @Grainjones
9K Followers 543 Following Agricultural commodity trader by day. Market junkie on the side. Focused mainly on the capital cycle. Minnesota sports rube.![Commodity supply and technology co, specialising in the sourcing and supply chain optimisation of low carbon energy and industrial products.[Feed is 90% Bot]](https://pbs.twimg.com/profile_images/953673054839869440/lrVrWETZ.jpg)
numerco @numerco
18K Followers 0 Following Commodity supply and technology co, specialising in the sourcing and supply chain optimisation of low carbon energy and industrial products.[Feed is 90% Bot]
chris keefer @Dr_Keefer
24K Followers 3K Following ER Doc. Climate & anti-pollution activist. President Canadians for Nuclear Energy: https://t.co/HThtnXtbr6 Host Decouple Podcast: https://t.co/9xjJJaFA1f
Brandon Munro @brandon_munro
20K Followers 159 Following #Uranium Expert; Bannerman Energy Executive Chairman ($BMN $BNNLF); Member WNA Director General's Advisory Council; Fmr Chair WNA Nuclear Demand Working Group
Twain's Mustache @TwainsMustache
15K Followers 495 Following “The first of April is the day we remember what we are the other 364 days of the year." I'm often wrong. Tweets are not investment advice. DYODD
Denison Mines Corp. @DenisonMinesCo
13K Followers 3K Following On the path to becoming the next Canadian uranium producer. TSX: DML | NYSE American: DNN
Amir Adnani @AmirAdnani
66K Followers 1K Following Founder/CEO @UraniumEnergy | Chairman @GoldMiningInc | Director @alumniUBC | E&Y Entrepreneur of the Yr nominee | @FortuneMagazine 40under40 Ones to Watch
Bannerman Energy @BannermanEnergy
5K Followers 43 Following Bannerman Energy is an Australian listed uranium development company; Etango project; Namibia; (ASX: $BMN, OTCQX: $BNNLF, NSX: $BMN)
Global Atomic Corpora.. @AtomicCorp
7K Followers 137 Following A 2021 Feasibility Study defines the fully-permitted high-grade low-cost Dasa Uranium Project in Niger; profitable Turkish Zinc JV recycles steel-mill EAFD.
🪫🇨🇦🕊️ @deepvalueco
5K Followers 221 Following Hunting maximum reward with minimum risk. Value is what's worth more in the future. Rambler at: https://t.co/5ulQ4oLPRQ ---DYODD- Not Advice
Uranium Trends @UraniumTrends
15K Followers 11K Following Mining engineer. Researcher. Writer. Former uranium miner and WNA/IAEA expert. #Uranium insights first, then #Gold, #Silver, #Lithium.
John Polomny @JohnPolomny
11K Followers 745 Following A speculator in the Jesse Livermore mold. I concentrate on finding undervalued and contrarian situations. Hunting for asymmetry.
Simon Wakter @simonwakter
10K Followers 4K Following Passionate about energy and our environment 💙⚡❄🌳🇸🇪🇪🇺 Timbro Miljöinstitut & Chairman Swedish Ecomodernists.
Kuppy's Korner @kuppyskorner
26K Followers 1 Following My name is Harris Kupperman but everyone calls me Kuppy. I manage @praetoriancap and this is our official blog...
Brett Rampal @Beazy_Rampezy
2K Followers 696 Following Nuclear Energy Expert at Segra Capital Management, Veriten, and ANS. My views are my own, everything is just my opinion, and Retweets are not endorsements.
John Chrisanthidis @ChrisanthidisJ
129 Followers 129 Following Mortgage Broker since 2003. Wading rivers. Strumming guitars . Mortgage Broker Lic. M08001294 Mortgage Intelligence Lic. 10428 🇨🇦
Srivatsan Prakash @SrivatsPrakash
25K Followers 2K Following Host of Market Champions podcast | Stats+Finance @uoft | Talk about economics + finance
Jeffrey P. Snider @JeffSnider_EDU
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Keyser Soze @James56487175
11K Followers 200 Following Former PM of $1+ billion; not offering investment advice; my inv positions may change w/o notice. All posts are my opinion. Will never accept/charge $. DYODD
HoldCo. Markets @HoldcoMarkets
2K Followers 665 Following HoldCo. Markets is a private family office investment firm investing mainly in public equities: Uranium, mining, energy, infrastructure & emerging markets(CEE).
BenBersnacky @BBersnacky
421 Followers 543 Following Sole founder/pm of multi 100 MM L/S equity hedge fund. 15 years in HF game. Curator of boots, blazers, questionable stock picks. Consumer of Michelin ⭐️
Erik Townsend 🛢️ @ErikSTownsend
82K Followers 273 Following Software entrepreneur turned Macro strategy hedge fund manager turned opinionated retired guy. Now slowly turning pro-nuclear activist & docuseries producer.
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Adam Lundin @AdamLundin5
3K Followers 241 Following https://t.co/StrCodWXhD The extraction of natural resources made this possible. Let's do it the right way. Better never quits.
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25K Followers 7K Following An award-winning independent think tank for sustainable solutions. Focused on climate, resources & economies. Get the latest #sustdev news: https://t.co/ypa68ysV4K
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615 Followers 369 Following Nuclear is a true-zero emission technology in need of a mass-market. Maritime is a market in need of a true-zero emission technology to take us into the future.
WendyPetchems @WendyPetchems
13 Followers 35 Following Petchems price reporter. Tweets reflect my individual views. Retweets & follows do not imply endorsement.
Alyse Huffman @AtomicAlyse
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David Fishman @pretentiouswhat
29K Followers 538 Following China power - econ & policy analysis for RE, nuclear, coal, markets, grid. 11-yr migrant, currently SH Rural development enthusiast @HopkinsNanjing @LantauGroup
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Kyla Scanlon @kylascan
168K Followers 917 Following wrote a book called "in this economy?" | (almost) daily economic videos | writing, podcast, and youtube 👻
Mark Gutman @MarkGutman9
19K Followers 856 Following Alter-ego of Marcos Bueno, CIO of @AscentAdvisors. Ex GS, JPM Prop and HF. This is not advice nor recommendations, it's Educational Content and Market Updates
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@HilzFuld I guess they don't like all the free stuff. Take it all back, and deport them.
@AlexMiningGuy - All the more impressive when you realize that @NAC_Kazatomprom #uranium sales for 2023 were heavily weighted toward Q1 (not typical) when realized prices were in the mid $40s -- on a forward basis the yield gets quite interesting for $KAP
$KAP declaring another divvy ~US$2.71/share (+54% vs. last year). Means they're trading ~7.0% yield for the divvy payable in July. Consensus for another large lift in dividend for next year also! #uranium
@northernminer @NexGenEnergy_ Ha @northernminer quoting anonymous little Twitter trolls and an anon investor in the company who sounds a heck of a lot like a short… great journalism guys. What a joke.
We officially join the #ASX300 index today, March 18th, marking a significant milestone in our continued growth and presence in the Australian market. This inclusion will see increased flows and further strengthens our position in the domestic market. #miningstocks #aussiestocks…
@WSJ - Kazatomprom’s Profit Surges on High Uranium Prices "Demand for uranium—which is used to power nuclear reactors—has grown amid a global shift away from carbon-emitting fuels" #uranium #nuclear $KAP $KAP.LI @NAC_Kazatomprom wsj.com/finance/commod…
👀👀👀 Westinghouse's AP1000 Nuclear Reactors to Boost Canada's GDP by $36.8 Billion, Creating Over 125,000 Jobs @WECNuclear #nuclear #uranium $CCJ @cameconews bnnbreaking.com/world/westingh…
February 24, 2022 is a day the world changed for the people of Ukraine. Two years later, Cameco is still proud to #StandWithUkraine and help it achieve energy independence.
Conspiracy theories are cool and all but maybe some folks are making it out to be more complicated than it really is… $KAP #uranium
@KlendathuCap Think you’re maybe underestimating the political dynamic of a company 75% owned by the govt… do you think it would have been politically palatable to target below their subsoil use agreement levels given they are the entire lowest quartile of the cost curve and #uranium prices…
Fascinating to see #uranium spot prices breaking to new highs while @NAC_Kazatomprom (global lowest cost producer, highly spot price levered) is trading 9.3% BELOW where it was in 2021 when spot was $47 (yes, I understand the regional geopolitical dynamic is different from 2021).…
@patrickadownes 2017-18: EARLY #uranium holders. @SegraCapital @SachemCove @AzariasCapital @TribecaIP @brianlaks Not many others back then.
@CG_Driven launches coverage on @NAC_Kazatomprom this morning. “Center of the (U)niverse” Good report - worth a read - IMO assumptions very conservative. Note Canaccord’s px deck continues to be stale vs other banks who recently upgraded commodity forecasts. $KAP #uranium…
@hchris999 @JekyllCapital @WSJheard @JekyllCapital and Adam Rodman (@SegraCapital) are amazing; the latter took time to talk to me when I just had $CCJ LEAPS in 2020, and talked me thru the whole thesis - a mutual friend introduced us… It laid a foundation for my conviction, and deployment of 100x more capital…
Spent an hour on the phone yesterday walking @JinjLee through current #uranium mkt dynamics. Despite the article being an almost point-by-point summary of our conversation (including references to the BofA report she was unaware of), zero quotes or references to my input. Do…
Heard on the Street: The market is only getting tighter for the commodity that fuels nuclear power plants on.wsj.com/3vpLHgt
@JekyllCapital @SegraCapital @WorldNuclear Congratulations to you, Adam, @Beazy_Rampezy & the team. Huge progress.
@JekyllCapital @SegraCapital @WorldNuclear Thanks, Art.
Incredibly proud that @SegraCapital was a signatory to this historic pledge. The world needs new #nuclear and these companies are leading the way. Lets go! #uranium #cleanenergy #COP28 @WorldNuclear
📢⚛️The Net Zero Nuclear Industry Pledge was launched today, in an event held a part of the COP28 Presidency Thematic Program, in Dubai, United Arab Emirates! Read our press release: world-nuclear.org/press/press-st… #cop28 @NZNGlobal #cop28UAE ⚛️
NexGen’s CCO @travmcph is speaking on a panel with Premier Moe on how Saskatchewan uranium can help fuel the nuclear energy revolution while meeting net-zero goals, as well as NexGen’s unique approach to developing its project. #COP28UAE @leighcuryer @travmcph
Extraordinary event at COP28 today. 22 years after nuclear power was excluded from Clean Development Mechanism at COP6, we are witness its great comback. USA, France, UK, Canada, UAE, South Korea, Japan, Belgium, Ukraine, Romania, Slovakia, Sweden, Poland, Bulgaria, Czechia,…
Қазатомөнеркәсіп Emirates Nuclear Energy Corporation компаниясымен табиғи уран концентратын жеткізуге келісімшарт жасасты *** Kazatomprom signs a contract with Emirates Nuclear Energy Corporation for the supply of natural uranium concentrates shorturl.at/hiAT9
$NXE’s 2023 Site Infrastructure Program includes a 200-bed camp expansion to support increased activities at the Rook I Project in the coming years, while maintaining $NXE’s elite Health, Safety, Environment, and Quality standards. #thisisnexgen @leighcuryer @travmcph
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