Shnitzel for Tim Gitzel

Rental construction is now approaching nearly 50% of Canada's construction activity. This is absolutely wild. Housing affordability is inbound in Canada. Vacancy going up, and rents falling. Huge risk moment for multifamily investors From @bryanyuBC / Central 1

We are about to see the largest jump in rental completions relative to total rental universe in the last 3 decades. Vacancy rates getting blown out. No way around it without huge immigration or household formation. Via @bryanyuBC

Rental apartments under construction by Canadian city. What stands out most to you here?

@Bevans011 @maxgoyzman Yes

@maxgoyzman What is MLI Market? I’m not seeing that term anywhere else on CMHC website. Is it CMHC Standard for multies?

BREAKING: Increases to CMHC Premiums for Multi Family Loans Premiums increased at all LTV levels, with a discount available based on number of MLI Select points.

@paretofortuna @maxgoyzman No. You only pay the premium on the construction - the COI covers both the construction and the associated conversion to term

@maxgoyzman If you do a MLI Select construction loan and and then it gets rolled into a take out loan after construction is complete, do you have to pay the fee twice?! That's 18%?!?!

It’s super validating to have James’ take on the extreme upside of Aberdeen and to work with someone with the same passion for discovery. If you want to be a part of a company chasing monsters this is the project to bet on! @BaselodeE @ForumEnergyMC $fmc $find

Baselode CEO James Sykes: “This Is the Best Underexplored Uranium Project in the World” youtube.com/watch?v=7mXfxe…

@ABongo888 Do you know how this will be funded/if they have the cash? Otherwise, I suppose they will have to do an equity raise.

Been beavering away collecting $FMC $FDCFF #FMC $FMC.V #URANIUM shares in the 4.5 to 5 c area, seems no one else wanted them.....now we wait for Summer Drill program and results in the fall, I expect the fireworks to start about then 🤔

45 years ago today, the rest was history ❤️🇨🇦

@allinparlays @AtomicCorp What’s your bet? Turkey?

ok, lets try this again next week @AtomicCorp. Who are we signing with jv with and what are the terms?#uranium $glo $glatf #allin

Trudeau's best speech ever, and I'm not a fan. But I have to give credit where it's due. Hopefully, Canadian politicians will at least try to put partisan differences aside to address this crisis.

Never prouder to be Canadian. 🇨🇦

It’s time to put Canada First!

Canadians who watched @JustinTrudeau tonight were reminded why they elected him three times. Cool, calm leadership. And substance. 🇨🇦 #cdnpoli

I AM CANADIAN

My family and businesses will now aim to buy assets and supplies from anywhere but USA. Escalating what we buy in Canada. Hoping this tariff madness descalates rapidly. And that we BUILD our relationship with USA. It’s right for both of us.

Now is the time to choose products made right here in Canada. Check the labels. Let’s do our part. Wherever we can, choose Canada.

Lists are already circulating of Canadian alternatives to US products. Here’s one.

@JRPelchat Great insight!

And, another news nugget that is hugely valuable yet not known by many is GLO's Zinc business partner is today a large Global Atomic shareholder. Could they become the "unidentified" Partner if the long due loan is unapproved? I say yes.

@OatmealOfficer @erinasiafp Agreed.

@David_Reid96 @erinasiafp I agree that this clears the air a bit and shows that $GLO was probably not affected by the freeze. Regardless, Trump has just walked back on the whole thing anyway so fuck it. This whole thing is so stupid.

List of federal programs paused can be found here: nytimes.com/interactive/20… #DFC lending, technical assistance, and equity, #CHIPS, and other federal-driven investments will come under scrutiny.