SmallCapSteve

Trump says sustained U.S. presence in Iran would prevent the country from rebuilding, while a near-term withdrawal would allow reconstruction within a decade.

I have openclaw sending lowball offers on Zillow all day just to make boomers start panicking lol

New developments from Kazakhstan today may influence the broader uranium landscape. Kazatomprom, the world’s leading producer, has reached a massive supply agreement with India’s Department of Atomic Energy. The scale of this deal is valued at over 50% of the company’s total book value, requiring an extraordinary shareholder vote to proceed. The implications for the "West": - The East is Locking it Down: Between China’s aggressive stockpiling and India’s multi-billion dollar contracts, the "East" is securing physical supply for decades. - A Bifurcated Market: Western utilities are increasingly facing a "supply wall," with secondary inventories declining and an increasingly large % of future supply being secured by eastern sovereigns. - Supply Fragility: With the bulk of the increase in production expected in Kazakhstan coming from a large Russian JV, and with very large supply commitments to eastern utilities/sovereigns by Kazatomprom (attributable), remaining forward supply availability out of Kazakhstan is dwindling. The message for utility buyers in North America and Europe? The days of "waiting it out" are over. Any utility still unwilling to prioritize security of supply will at the very least be left paying much, much higher prices. If they wait too long, there is growing risk of a literal lack of supply available at any price.

Yesterday was a fulfilling day representing Canada in Boston! 🇨🇦 Here’s a moment from a thoughtful and productive conversation on housing policy with students at Harvard University, moderated by Justin de Benedictis-Kessner, at the Weatherhead Center for International Affairs.

Mark Carney is trying to seize a costly Liberal majority government that Canadians voted against in the last election through dirty backroom deals. Matt Jeneroux has betrayed the people of Edmonton Riverbend who voted for affordable food and homes, safe streets, and a strong resource sector. Conservatives will continue our fight for a Canada that's affordable, safe, and self-reliant.

Our plan is to equitize our convertible debt over the next 3–6 years.