#uranium #silver #copper #graphene UPDATED: My current top picks 👇 September 27, 2026 Several of my picks have reported fresh results since the last update. Here’s what has changed, where my conviction stands, and what I’m watching next. ☢️ URANIUM Producers & Developers $CCJ – My blue-chip uranium pick. Cameco’s fuel business and its Westinghouse stake give it exposure across the nuclear supply chain. I’m watching the proposed Westinghouse IPO, though its timing remains uncertain. $KAP – Scale and a strong cost position keep Kazatomprom on my list. Production execution and input costs remain the key things to watch. $DNN – Phoenix is in full-scale construction. My focus remains on the freeze wall, schedule and costs as Denison turns the project into a producing mine. $NXE – Rook I construction is underway. Its resource scale is exceptional; financing and delivery now matter most. $UUUU – The Australian Strategic Materials acquisition adds rare-earth metals and alloy capabilities to Energy Fuels’ uranium exposure. I’m watching how it executes on that broader supply-chain strategy. $UEC – Burke Hollow is producing, and fiscal 2026 results are due September 29. That update should offer a clearer view of production growth across its U.S. operations. Explorers $SYH – Partner Purecore has begun data compilation and target generation at Yurchison. It’s another example of why I like Skyharbour’s mix of flagship exploration and partner-funded projects. $M.CN – Initial processing tests at Copper Mountain concentrated 83.9% of the uranium into 29.3% of the sample mass. That’s encouraging for the project’s potential processing route, but it’s early test work; scale-up and drill assays still matter. 🥈 SILVER Producers $HL – Lucky Friday’s record quarterly production remains a good example of why Hecla is among my preferred silver producers. I’m watching for sustained delivery. $AG – San Dimas drilling continues to support resource growth. The next test is how effectively First Majestic converts exploration success into mine plans. $PAAS – Strong Q2 cash generation keeps Pan American on my list. La Colorada Skarn offers longer-term growth, with development decisions and capital needs still to work through. Explorers & Developers $HYMC – Following the high-grade Vortex and Brimstone results, Hycroft says metallurgical testing and work on potential processing routes are underway. Those studies are crucial to turning the discoveries into a viable development plan. $GRSL.V – The September San Marcial results extended mineralization in the SE Area. I’m watching the remaining step-out drilling for evidence of further resource growth. $JTWO – My wildcard. Sierra Plata has identified seven veins and high-grade surface samples. Trenching, permits and eventual drilling are the next tests; surface samples are not drill intersections. 🟠 COPPER $CGNT.V – My primary copper exposure. New Mocoa hole MD-073 returned 804 m at 0.56% CuEq, including 103 m at 1.07% CuEq. The company also identified targets beyond the current resource footprint. Continued drilling and the planned Q4 PEA are the catalysts I’m watching. ⚫ GRAPHENE $HG $HGRAF – Still my largest holding. HydroGraph has filed materials for a shareholder vote on its proposed U.S. redomicile. Texas scale-up and converting customer work into commercial orders remain the milestones that matter most to me. Disclosure: I have paid partnerships with Myriad Uranium and Skyharbour Resources. Not financial advice. Please do your own due diligence.

Now line up the dates. 👀 ♻️ Oct 2023: HydroGraph starts working at the GEIC. ♻️ Nov 2024: HydroGraph announces a plastic packaging breakthrough from GEIC testing. ♻️ Oct 2026: Duo launches graphene packaging film developed at the GEIC after "over a year" of R&D. 🧐 $HGRAF

#Uranium #Silver #Copper #Gold 📊 DAILY METALS PULSE — WEEKLY CLOSE 📅 Friday, 2 October 2026 Q4 opens with a difficult mix: weaker U.S. hiring eased fears of another Fed hike, but elevated bond yields and a stronger dollar over the week kept metals under pressure. ☢️ URANIUM TradeTech reports utilities seeking fuel for deliveries from 2027 into the late 2030s. Long-term contracting remains the signal I’m watching: securing reactor fuel extends well beyond this week’s market mood. 🥈 SILVER A tough week, with monetary headwinds weighing alongside gold. The Silver Institute forecasts a sixth consecutive annual supply deficit in 2026. That supports my longer-term conviction, although deficits alone cannot prevent sharp corrections. 🥉 COPPER Growth worries meet supply concerns. Reuters reports China wants copper supply commitments before approving the Anglo–Teck merger. To me, that underlines how strategically important reliable access to copper has become. 🥇 GOLD Friday’s initial rally after the jobs report faded. High yields remain a hurdle, while softer hiring complicates the Fed’s fight against inflation. My take: I remain constructive on the longer-term metals story. Next week, I’m watching the dollar, bond yields and whether physical supply concerns translate into stronger sentiment for miners. Follow @Swedish_Uranium for the Daily Metals Pulse.

What if you could significantly reduce the amount of material requiring further processing while concentrating #uranium and lowering radiological activity? That’s the potential being explored at Myriad Uranium’s Copper Mountain Project in Wyoming. The latest HPSA™ test results provide an important technical data point as Myriad continues evaluating a potentially simpler and more efficient processing approach for the project. More info⬇️ myriaduranium.com/encouragin…

Myriad Uranium is advancing uranium projects in Wyoming, one of the most established uranium districts in the United States. CEO Thomas Lamb presents at @RedCloudFS' Fall Mining Showcase 2026. October 28 & 29 | Omni King Edward Hotel, Toronto Register: ow.ly/m8XL50ZSKoy CSE: $M.CN | OTC: $MYRUF

#Silver and #gold just spiked on this

A total of 186 rock samples (channel, chip, dump and float samples) have been collected from veins, mineralized structures and historical workings across the Sierra Plata, with assay results received for all samples. Selected best #silver results shown below. 👉j2metals.ca/

#Uranium #Silver #Copper #Gold ⚡ DAILY METALS PULSE | 2 October 2026 US jobs data takes centre stage today—but nuclear expansion and copper supply risks deserve attention too. ☢️ URANIUM The proposed US–South Korea framework for up to eight American reactors strengthens the nuclear expansion story. Still non-binding, but my focus is on what follows: firm reactor orders and long-term fuel procurement. 🥈 SILVER Softer US inflation has eased expectations of an October Fed hike. Today’s payrolls report could reinforce that relief—or reverse it. I’m watching the dollar and yields for silver’s next macro signal. 🔌 COPPER China’s manufacturing sector returned to expansion in September, while Escondida faces potential strike action. Improving activity and uncertain mine supply are worth watching, even as US tariff uncertainty weighs on sentiment. 🥇 GOLD The dollar and elevated Treasury yields remain headwinds. A strong jobs report could revive rate-hike expectations; weaker employment could give gold breathing room. 👀 My take: today’s payrolls can move sentiment quickly. For the longer view, watch nuclear commitments, Chinese demand and mine supply. Follow @Swedish_Uranium for the Daily Metals Pulse.

QVC has adopted graphene-enhanced packaging, and the connections around HydroGraph $HGRAF deserve attention. 👀 Duo Packaging’s new 2DPE film reportedly delivers up to 35% greater strength, raises recycled content from 45% to 60% and lowers sealing temperatures. Consider the connections: 🔹 Duo developed the film with Manchester’s GEIC, where HydroGraph upgraded to Tier 1 membership this year. 🔹 GEIC’s Mark Dickie, quoted in Duo’s announcement, previously showcased PET bottle research using HydroGraph’s FGA-1 graphene. 🔹 HydroGraph has also reported substantial strength improvements in polyethylene, the polymer used in Duo’s film. 🔹 HydroGraph’s UK compounding partners, Hubron and Broadway, provide routes into film and packaging applications. HydroGraph has NOT been confirmed as Duo’s graphene supplier. These are intriguing connections, not proof. If confirmed, QVC’s deployment could give HydroGraph a compelling commercial reference: graphene delivering measurable benefits in everyday retail fulfilment, with potential for repeat demand and adoption by more retailers. That’s why packaging deserves a serious place in the HydroGraph investment thesis. A small additive can create substantial value across an enormous industry. 🚀

Huge for Hydrograph $HGRAF if confirmed it is their graphene, and I am quite sure it is. Insane to be able to add at these levels.

#Uranium #Silver #Copper #Gold ⚡ DAILY METALS PULSE | 1 October 2026 Q4 opens with nuclear ambition, fresh copper supply disruption and precious metals watching the Fed. ☢️ URANIUM A US–South Korea framework envisages $120 billion to help finance up to eight US reactors. Still non-binding, but a major signal of nuclear ambition. My take: every reactor eventually needs a reliable fuel supply. 🥈 SILVER Spot silver edged up towards $61/oz. Softer US inflation reduced rate-hike expectations, giving precious metals some breathing room. Tomorrow’s jobs report is the next test. 🔌 COPPER Codelco suspended crushing and material-handling operations at Radomiro Tomic following a fatal accident. The production impact remains unclear; mine disruption is back in focus. 🥇 GOLD Spot gold edged up some 0.5% after losing more than 6% in September. Lower rate-hike odds helped, while a firm dollar and elevated Treasury yields limited the rebound. 👀 My Q4 watchlist: reactor agreements becoming orders, copper disruption affecting output, and whether precious metals can regain momentum. Follow @Swedish_Uranium for the Daily Metals Pulse.

Skyharbour’s Prospect Generator strategy is designed to create value across an extensive portfolio of uranium projects ⚒️ By bringing in partners to fund exploration, the Company maintains exposure to potential discoveries across multiple properties while continuing to advance its core assets. A growing portfolio. Multiple active partners. Continuous exploration. $SYH.V $SYHBF Learn more: skyharbourltd.com/

For me hydrograph is more than just my most significant (by far) investment. It’s a chance to be part owner and a supporter of a company with a technology, the national professor of the year, Dr Chris Sorensen says will change the world.   I want to see the world evolve to using 30% less plastic per product and recycle it ~30% times. Meaning a consumption drop of 50% I want to see us get on with graphene tech that makes products last 2-3x longer so that it’s like a +75% drop in waste over a product life cycle when combined with the size/weight and recycling improvements. I want to see less plastic leaching in PET bottles and other food containers and plastic bags for human health I want to see food last longer and their for be more abundant for the poor and hungry. I want to see products use significantly less energy when in use due to lower friction and less weight. I believe in Dr Sorensen and the future of turbostratic fractal graphene as a world changing foundational nanomaterial. Worlds don’t get changed overnight… no matter how much we wish they would.

$HGRAF October 1, 2026 The biggest commercial breakthrough in graphene could be making it easier to use. Today’s HydroGraph announcement gets right to that. Fractal Graphene Paste™ packs 20% graphene by weight, versus the typical 1–5% cited by the company, while remaining flowable, stable for over two years, and usable with standard mixing equipment. For manufacturers, that could remove a major hurdle between promising laboratory results and adoption on the production floor. Potential applications span coatings, concrete, thermal management and elastomers—multiple routes into large industrial markets. On October 6, HydroGraph takes that proposition directly to manufacturers at The Advanced Materials Show USA.

HydroGraph $HGRAF to Showcase Fractal Graphene Paste™ at The Advanced Materials Show USA ceo.ca/@GlobeNewswire/hydrog…

Got @HydroGraphInc? $hg $hgraf #graphene $nanotech Kjirstin Breure Pushes HydroGraph to the Forefront of the Commercial Graphene Scale-Up - Business Focus businessfocusmagazine.com/20…

#Uranium #Silver #Copper #Gold ⚡ DAILY METALS PULSE | October 1, 2026 Q4 begins with precious metals recovering—and another major nuclear commitment from Big Tech. ☢️ URANIUM Amazon and Constellation have announced a 20-year power agreement supporting Calvert Cliffs, including approximately 190 MW of additional nuclear capacity targeted for 2030–2032. My takeaway: long-term electricity commitments reinforce the case for long-term nuclear fuel security. 🥈 SILVER Spot silver rose 1.2% to $61.11 in early trading today. Softer U.S. inflation helped ease expectations for an October rate hike, giving precious metals some breathing room. Tomorrow’s payrolls report is the next major test. 🔶 COPPER Copper entered quarter-end trading on course for its third consecutive monthly gain, with LME prices around $14,400/t. Improving Chinese factory activity and supply tightness provided support; planned Chinese smelter maintenance adds another supply constraint to watch in Q4. 🥇 GOLD Gold gained 0.5% to $4,175/oz early today after losing more than 6% in September. Cooler inflation offers relief, but a firm dollar and expectations of further tightening keep the recovery under pressure. My Q4 watch: utility fuel commitments, copper availability and whether precious metals can hold their rebound through Friday’s jobs data. Follow @Swedish_Uranium for the daily pulse.

💥#BoomAlert 💥 President Trump 🇺🇸 announces 8 NEW #Nuclear Reactors to be built by South Korea 🇰🇷 Westinghouse $CCJ $CCO.TO We gonna' need more #uranium!

$HGRAF September 30, 2026 I bought heavily into HydroGraph before today’s close. The selling looked to me like short pressure triggering stop losses—and I used the weakness to increase my position. Why such strong conviction? Look at the commercial setup entering Q4. 🔹 Larger orders on the horizon. HydroGraph’s latest MD&A says customer discussions are expected to generate larger purchase orders AND a long-term supply agreement within calendar 2026. Management still has to deliver, but that makes the coming quarter particularly interesting. 🔹 Plastics alone offer enormous potential. Automotive components, packaging, electronics and consumer goods all need lighter, stronger, more durable materials. HydroGraph reports thermoplastic test examples showing 30% higher strength at break and 60% greater toughness. These are benefits manufacturers have a reason to evaluate. 🔹 The commercial infrastructure is taking shape. Hubron, Broadway, Modern Dispersions and Midland are qualified compounding partners—helping integrate graphene into usable polymer formulations and providing routes into established industrial supply chains. 🔹 Fresh evidence from coatings. Sparc’s September 15 announcement reported a 25% improvement in corrosion resistance in 16-week solvent-based coating tests using HydroGraph graphene. Longer testing is due in November; positive results would lead to commercial supply negotiations. 🔹 Defense adds another major opportunity. HydroGraph is pursuing applications across government, aerospace and defense, with former Hexcel executive Dr. Robert Yancey developing those relationships. Qualification takes time, but the potential extends across advanced composites, coatings and other demanding applications. What excites me is the breadth: automotive, plastics, coatings, concrete, thermal management, etc. There is so much, just take a look at the graphics below to get an idea. The paste and compounding strategy help customers overcome the practical barriers to adoption. My conviction is that successful adoption in even a few of these markets could create a substantial recurring business. Meaningful orders still need to land, but the groundwork is increasingly tangible. What happens when one major manufacturer qualifies an additive that improves its products—and competitors need to catch up? That’s the possibility I’m buying into.