
Mostlycharts
2.2K posts

Mostlycharts
@mostlycharts
Analyzing macro narratives through charts


we ruined such a good thing





A few big takeaways from the Cameco $CCJ Conf Call. All three are comments from Grant Isaac, COO: “Each AP1000 build will generate 400 to $600m in EBITDA.” (BTW, this double to triple Goldman’s estimate!) “Should see procurement of long-lead-item-kits ordered in 2026 (for many new reactor builds) even before locations are announced” Note: He also gave fast at-a-glance comments on potential reactor builds: As many as 20 in US (10 Govt + 10 Private) 14 in Canada (Wesleyville & Bruce C) not to mention that Poland wants 6, Korean builds, etc. “just pick whatever number you want to use.”🤯 #Nuclear Energy powered by #Uranium



















🚨BREAKING: 60 Liberal MP's (40% of the Liberal caucus) has signed a document calling for Justin Trudeau to step aside as Leader. What are your thoughts? #cdnpoli

@icobeast @edgeville No one except @PeterLBrandt. He was the only one who called the top correctly.










