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HoldcoMarkets

@holdcomarkets

HoldCo. Markets is a private family office investment firm investing mainly in public equities: Uranium, mining, energy, infrastructure & emerging markets(CEE). HoldcoMarkets.com

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17.03.2025
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Latest posts by HoldcoMarkets @holdcomarkets

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Some of our best ideas across #gold, #copper & #uranium
**Not investment advice, just opinion, observation & analysis. Note the disclaimer**
www.holdcomarkets.com/post/pre-pdac-company-updates-our-best-ideas-across-uranium-copper-precious-metals

03.03.2026 18:34 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Pre-PDAC Company Updates: Our Best Ideas Across Uranium, Copper & Precious Metals DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. Visitors to this site are encouraged to conduct their own due ...

Some of our best ideas across #gold, #copper & #uranium
**Not investment advice, just opinion, observation & analysis. Note the disclaimer**
www.holdcomarkets.com/post/pre-pdac-company-updates-our-best-ideas-across-uranium-copper-precious-metals

03.03.2026 18:34 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Milestone FID approved: $DNN to begin construction of the Phoenix ISR #uranium mine in March.
πŸ‘‰Production by mid-2028.
**Not investment advice, just opinion, observation & analysis. Note the disclaimer**
www.holdcomarkets.com/post/denison-mines-its-official-fid-approved-for-the-phoenix-isr-project

25.02.2026 17:08 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Denison Mines: Its Official - FID Approved for the Phoenix ISR Project DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. No compensation was received for this report. Visitors to this...

Milestone FID approved: $DNN to begin construction of the Phoenix ISR #uranium mine in March.
πŸ‘‰Production by mid-2028.
**Not investment advice, just opinion, observation & analysis. Note the disclaimer**
www.holdcomarkets.com/post/denison-mines-its-official-fid-approved-for-the-phoenix-isr-project

25.02.2026 17:08 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Despite the extreme #commodity volatility seen last week, the global investment banks are coming out with excessively bullish #gold price targets: 🎯
πŸ‘‰JP Morgan: $6,300 /oz
πŸ‘‰Deutsche Bank: $6,000 /oz
#preciousmetals #dollar #mining

02.02.2026 20:24 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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SPUT adding 3.25M lbs of #uranium to inventory in January.
πŸ‘‰from NAV premium to discount.
**Not investment advice, just opinion, observation & analysis. Note the disclaimer**
www.holdcomarkets.com/post/the-month-in-u-inventory-big-inventory-additions-as-sput-premium-to-nav-touches-a-four-year-high

02.02.2026 20:20 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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The Month in U Inventory: Big Inventory Additions as SPUT Premium to NAV Touches a Four Year High DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. No compensation was received for this report. Visitors to this...

SPUT adding 3.25M lbs of #uranium to inventory in January.
πŸ‘‰from NAV premium to discount.
**Not investment advice, just opinion, observation & analysis. Note the disclaimer**
www.holdcomarkets.com/post/the-month-in-u-inventory-big-inventory-additions-as-sput-premium-to-nav-touches-a-four-year-high

02.02.2026 20:19 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Getting closer to Copper Mountain #uranium Project consolidation: LOI announced from Myriad Uranium
***Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer***
www.holdcomarkets.com/post/myriad-uranium-binding-letter-of-intent-to-consolidate-copper-mountain

08.01.2026 19:21 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Myriad Uranium: Binding Letter of Intent to Consolidate Copper Mountain DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. Visitors to this site are encouraged to conduct their own due ...

Getting closer to Copper Mountain #uranium Project consolidation: LOI announced from Myriad Uranium
***Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer***
www.holdcomarkets.com/post/myriad-uranium-binding-letter-of-intent-to-consolidate-copper-mountain

08.01.2026 19:21 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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$DNN's Phoenix ISR mine looking to be Canada's first #uranium mine entering production since Cigar Lake in 2014.
***Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer***
www.holdcomarkets.com/post/denison-mines-phoenix-isr-project-now-construction-ready

05.01.2026 15:32 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Denison Mines: Phoenix ISR Project Now Construction Ready DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. No compensation was received for this report. Visitors to this...

$DNN's Phoenix ISR mine looking to be Canada's first #uranium mine entering production since Cigar Lake in 2014.
***Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer***
www.holdcomarkets.com/post/denison-mines-phoenix-isr-project-now-construction-ready

05.01.2026 15:32 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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As per the US EIA, domestic #uranium production dropped to a 2025 low with the Q3/2025 figure amounting to "just" 329,623 lbs.
-Meaningful production only from Lost Creek and Alta Mesa.
-First production was noted from Willow Creek.

www.eia.gov/uranium/production/quarterly/

29.12.2025 15:02 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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$CUU ending the year with positive momentum given Anglo-Teck merger approval & the latest LOIs for VD.
**Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer**
www.holdcomarkets.com/post/copper-fox-metals-recent-lois-demonstrate-continued-support-for-van-dyke

22.12.2025 19:56 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Copper Fox Metals: Recent LOIs Demonstrate Continued Support for Van Dyke DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. Visitors to this site are encouraged to conduct their own due ...

$CUU ending the year with positive momentum given Anglo-Teck merger approval & the latest LOIs for VD
**Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer**
www.holdcomarkets.com/post/copper-fox-metals-recent-lois-demonstrate-continued-support-for-van-dyke

22.12.2025 19:55 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Is $WUC's NCIB really the best use of funds ?
#uranium
**Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer**
#uranium www.holdcomarkets.com/post/western-uranium-vanadium-corp-is-a-potential-ncib-really-the-best-use-of-funds

18.12.2025 20:40 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Western Uranium & Vanadium Corp: Is a Potential NCIB Really the Best Use of Funds ? DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. Visitors to this site are encouraged to conduct their own due ...

Is $WUC's NCIB really the best use of funds ?
#uranium
**Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer**
#uranium www.holdcomarkets.com/post/western-uranium-vanadium-corp-is-a-potential-ncib-really-the-best-use-of-funds

18.12.2025 20:39 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Myriad Uranium (M:CSE) - Ground Geophysics Completed at Red Basin; 100% Ownership Secured.
**Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer**
www.holdcomarkets.com/post/myriad-uranium-ground-geophysics-completed-at-red-basin-100-ownership-now-secured

27.11.2025 15:03 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Myriad Uranium: Ground Geophysics Completed at Red Basin; 100% Ownership Now Secured DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. Visitors to this site are encouraged to conduct their own due ...

Myriad Uranium (M:CSE) - Ground Geophysics Completed at Red Basin; 100% Ownership Secured.
**Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer**
www.holdcomarkets.com/post/myriad-uranium-ground-geophysics-completed-at-red-basin-100-ownership-now-secured

27.11.2025 15:02 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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enCore Energy (EU): Operating Progress Continues as Alta Mesa Ramps Higher
**Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer**
www.holdcomarkets.com/post/encore-energy-operating-progress-continues-at-alta-mesa-ramps-higher

11.11.2025 17:45 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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enCore Energy: Operating Progress Continues as Alta Mesa Ramps Higher DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. No compensation was received for this report. Visitors to this...

enCore Energy (EU): Operating Progress Continues as Alta Mesa Ramps Higher
**Not investment advice, just opinion, observation & analysis. Pls note note the disclaimer**
www.holdcomarkets.com/post/encore-energy-operating-progress-continues-at-alta-mesa-ramps-higher

11.11.2025 17:44 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Myriad Uranium (M:CSE) - Updated Uranium Assays Validate the Copper Mountain Thesis.
#uranium
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/myriad-uranium-updated-uranium-assays-validate-the-copper-mountain-thesis

28.10.2025 12:42 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Myriad Uranium: Updated Uranium Assays Validate the Copper Mountain Thesis DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. Visitors to this site are encouraged to conduct their own due ...

Myriad Uranium (M:CSE) - Updated Uranium Assays Validate the Copper Mountain Thesis.
#uranium
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/myriad-uranium-updated-uranium-assays-validate-the-copper-mountain-thesis

28.10.2025 12:42 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Copper Fox Metals Inc (CUU) issued an update on current activities taking place at the Schaft Creek Project.
***Not investment advice, just opinion, observation & analysis. Pls note the disclaimer***
www.holdcomarkets.com/post/copper-fox-metals-cuu-schaft-creek-update-expecting-a-pfs-start-in-2026

16.10.2025 18:39 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Copper Fox Metals: Schaft Creek Update; Expecting a PFS Start in 2026 DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. Visitors to this site are encouraged to conduct their own due ...

Copper Fox Metals Inc (CUU) issued an update on current activities taking place at the Schaft Creek Project.
***Not investment advice, just opinion, observation & analysis. Pls note the disclaimer***
www.holdcomarkets.com/post/copper-fox-metals-cuu-schaft-creek-update-expecting-a-pfs-start-in-2026

16.10.2025 18:39 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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$ISO making an opportunistic play for #uranium in Australia:
***Not investment advice, just opinion, observation & analysis. Pls note the disclaimer***
www.holdcomarkets.com/post/isoenergy-adding-deeply-discounted-australian-exposure-via-acquisition-of-toro-energy-ltd

14.10.2025 14:53 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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IsoEnergy: Adding Deeply Discounted Australian Exposure via Acquisition of Toro Energy Ltd DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. No compensation was received for this report. Visitors to this...

$ISO making an opportunistic play for #uranium in Australia:
***Not investment advice, just opinion, observation & analysis. Pls note the disclaimer***
www.holdcomarkets.com/post/isoenergy-adding-deeply-discounted-australian-exposure-via-acquisition-of-toro-energy-ltd

14.10.2025 14:52 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Global physically backed #Gold ETFs recorded their largest monthly inflow in Sept, resulting in the strongest quarter on record of at $26B.
πŸ‘‰By end Q3, global gold ETFs' total AUM reached $472B (+23% q/q) reaching another record high.

14.10.2025 14:51 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Updated Plan of Operation approved for drilling at
Myriad Uranium's Copper Mtn #uranium Project:
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/myriad-uranium-plan-of-operation-approved-for-copper-mountain-drilling

10.10.2025 15:30 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Myriad Uranium: Plan of Operation Approved for Copper Mountain Drilling DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice. Visitors to this site are encouraged to conduct their own due ...

Updated Plan of Operation approved for drilling at
Myriad Uranium's Copper Mtn #uranium Project:
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/myriad-uranium-plan-of-operation-approved-for-copper-mountain-drilling

10.10.2025 15:29 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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SPUT added 3.4M #uranium lbs to inventory during the month of September.
**Not investment advice, just opinion, observation & analysis. Pls note the disclaimer**
www.holdcomarkets.com/post/the-month-in-u-inventory-inventory-additions-as-spot-surpasses-80-lb

01.10.2025 14:43 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0