Bid Bird (@BidBird10) / X

Bid Bird

10.6K posts

Bid Bird

@BidBird10

Investor & niche sector enjoyer. Margin of safety enthusiast. Sometimes I write about my ideas on Substack. Available in English and Finnish 🇬🇧🇫🇮

Long form articles 👉🏻

bidbird10.substack.com

Joined August 2023

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Bid Bird
@BidBird10
Jun 26
The more I researched the more I started to like the transaction. Capturing the whole rare earth value chain but a very different approach compared to MP Materials and USA Rare Earth. This was fun to put together. I hope you guys find it useful too.
24K
Bid Bird
@BidBird10
Feb 24, 2025
Highlights of Grant Isaac’s $CCJ speech from the 34th Annual BMO Global Metals, Mining and Critical Mineral Conference The presentation is currently ongoing, so this small thread below might get updated. Everybody is currently frustrated with how uranium equities are behaving,
42K
Bid Bird
@BidBird10
Oct 27, 2025
Laughable sell off on the most important company to the United States in this critical minerals push. It holds one of the deepest moats I have ever seen in the resource sector. You can’t just copy and become like Energy Fuels $UUUU overnight. It takes probably a decade in
28K
Bid Bird
@BidBird10
Aug 8, 2025
I broke down my largest position, Energy Fuels $UUUU, and its complex businesses into atoms. Likes and retweets are more than appreciated if you learned something new! Open to feedback aswell Had a lot of fun writing this so definitely doing more write-ups in the future so
96K
Bid Bird
@BidBird10
Jul 31, 2025
Cameco $CCJ destroyed the expectations by a massive double beat! EPS Expectation: $0.35 / Actual: $0.71 Rev Expectation: $585M / Actual: $877M #uranium
20K
Bid Bird
@BidBird10
Jul 25, 2024
I think people took the previous #uranium bull market drawdowns much easier because there was no social media to read other people's emotions, or easy way to express their owns. Social media brings chaos and panic. People don’t trust their own opinions any more Fundamentally
27K
Bid Bird
@BidBird10
Aug 21, 2025
Energy Fuels $UUUU Successfully Produces 99.9% Purity Dyspromium Oxide at WMM. Energy Fuels believes it is the first U.S. company to both produce high-purity Dy oxide and publicly disclose actual production volumes and purities. Link in the comments
14K
Bid Bird
@BidBird10
Sep 9, 2025
U.S.-based Energy Fuels $UUUU receives final confirmation from leading global automotive supplier that its high-purity NdPr oxide, mined in Florida and Georgia and processed in Utah, has been qualified for use in rare earth permanent magnets (REPMs) for drive unit motors used in
13K
Bid Bird
@BidBird10
May 13, 2025
Grant Isaac, CFO of Cameco $CCJ today at Bank of America Global Metals, Mining and Steel Conference 2025: ”We have a bit of a cheat code in our industry. If you want to know where #uranium is going, look downstream. Utilities typically believe that uranium is more abundant.
15K
Bid Bird
@BidBird10
Jan 15, 2025
#uranium sentiment is definitely at its lowest in years. All the pumpers are gone. There's no one in my feed talking about U. I’m still bullish.
9.4K
Bid Bird
@BidBird10
Jul 17, 2025
Energy Fuels $UUUU has commenced producing heavy rare earth element oxides at its White Mesa Mill at pilot scale, and could be in a position to produce separated heavy rare earth oxides on a commercial scale as early as Q4 2026. Link in the comments
14K
Bid Bird
@BidBird10
May 3, 2024
Kai Suomen fintwit on tietoinen, että nykyään Kauppalehteä (ja muita) pääsee lukemaan ”ilmaiseksi”? 🇫🇮 E-kirjaston apin kun lataa puhelimeen ja tunnistautuu, niin pääsee lukemaan. Veronmaksajathan tänkin lystin maksaa, mutta aion kyllä ottaa hyödyn irti, koska kallis lehti
29K
Bid Bird
@BidBird10
Apr 29, 2024
Energy Fuels $uuuu owners right now #uranium
14K
Bid Bird
@BidBird10
Aug 28, 2025
Cameco $CCJ cuts 2025 #uranium production forecast due to mine delays The McArthur River/Key Lake operation is expected to produce between 14 million and 15 million pounds of uranium concentrate in 2025, down from the previous forecast of 18 million pounds. Cameco’s share of the
15K