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10108
Surly #Stonks
UUUU earnings Wednesday after the close. If you read their last few reports, it appears the next 6-12 months should show quite an acceleration in revenues and earnings. The second half of this year is already seeing an increase in uranium oxide and they have started producing pilot quantities of rare earths with a decision in next 12 months-ish to go to full commercial scale. By their estimates, if Energy Fuels has no issues in scale up from pilot to commercial, the quantities produced for some of the most important rare earths would amount to about 1/3 of the US demand. I expect the stock to be much higher as it becomes clear they are succeeding in ramp up. The vanadium market should go up with increase in domestic steel production, and the medical isotopes should follow. For a company with no appreciable debt and a few hundred mill in cash with the only functioning uranium mill in the US, I think their future looks bright. These catalysts are what I have been waiting for and have no plans to trade this in the short term if they continue on the plan they have put forward. If something changes, I might change my mind and do some option writing on a part of it. But with only 216 million shares outstanding, these guys could also be a takeover target for a larger entity and I would like to have my shares uncovered should that happen. -
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Texas Recruiting Notes 2026: Boulevard of Broken Bagmen
Those 2 look like they are going to dominate in practice. -
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1009
Texas Football 2025 Fall Camp - Kicking the Sonofabitch In
https://watch.longhornnetwork.com/video/839943?showInterstitial=false First episode free to watch
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