GMspeculates

@GavMcCracken still very long oil even accounting for that possibility? gold vs. oil inverse correlation hedge?

The biggest TACO in history is coming, the one that will cement Trump as a joke on the world stage for the rest of his subsequently doomed presidency. Can feel it

@SunvMikey new 10q has silicon listed as around mid-year rather than previous q2 guidance. next quarter strikes again. at least they’re updating forward guidance as the situation develops now

Keep an eye on $ASPI. Could present a dip buy here when they present earnings... Silicon28 deadline is coming up fast (by end of Q2) no mention of silicon production / bad earnings might tank the price

@Mindwalletbody they’re imminently coming next quarter. any other questions?

$aspi Maybe we can get an update on how imminent the si – 28 sales are

@kkz8gs6cyh @piterloskot82 looks like rolls royce to me? they’re furthest along in Europe and rich deakin spent a good chunk of time there. yea i was thinking about that too - QLE is supposed to not need conversion since you vaporize the metal.

@piterloskot82 any thoughts on what this company is? Another conversion/deconversion statement - ASP is clearly going to be larger part of QLE than QE

Quantum Leap Energy Enters into Memorandum of Understanding with European Nuclear Technology Company for Advanced Nuclear Fuel Supply Collaboration $ASPI $QLE

@calvinfroedge unless you price in the rate of future debasement. something something markets are forward-looking?

It's not just debasement then

@GavMcCracken @moh_moneys @gavin how do you think about $OBE.TO’s hedge? they seem to have more limited crude upside exposure through the summer. they’re quite operationally leveraged and the hedge fades quickly after so there’s still convexity.

@moh_moneys @gavin I mean they're on my stack, where my current strategy is outlined, but I'm hedging oil (and vice versa hedging gold) by owning $MAI.V and $PGDC.v, both highly undervalued gold producers, vs $OBE.TO, and a new oil producer I may never tweet about

And that my friends, is how I compound at >280%/yr.

@broheim777 @CDe_Gasperis how are they off schedule? they’ve been guiding q2 for a while now. sure iirc they said q1 at some point but this kind of delay does not seem to be egregious to me, i see what looks like substantive progress

@CDe_Gasperis $LODE for example, how the fuck, when all tbe equip is still not in for commissioning b/c you are off schedule, you decide: lets tweak the process and get better quality glass! You had a demo plant for 2.5 yrs. Now you talk this shit?!

@CDe_Gasperis $LODE b/c our CEO is a fucking idiot, you need to parse through the endless bulkshit to make heads or tails of wtf he is saying. Dipshit spent $7.75 million of our money in less than 2 months. Hence the step down in cash -all for SSOF.

@UDiamondBalls well said. these price levels are a gift

$ASPI Well we didn't get our God candle this week as the 100day EMA is giving us resistance for 3 weeks now. I see this as totally normal after such a big selloff. Perhaps more importantly though is retails sentiment towards $ASPI. Pretty much everyone is unhappy! Because the share price is flailing people start to blame Paul for everything. Some ppl decided to sell and hey, everyone has to do what's right for them. It's funny to me though because if $ASPI share price was $9 nobody says shit! Most people are purely focused on short term share price and not focusing on the catalysts coming up for $ASPI in 2026. Has there been delays? Yes, of course! You can't commission these ASP/QE plants with new staff and not expect delays. Anyway, this is my way of saying Im holding strong here, nothing to do except hold and watch things take shape. I said yesterday you really need to love AND understand your positions in this market otherwise you just going to be shaken out. Simple as that. I love $ASPI no other company doing what they do 🍻🍻

@Pigsapple113320 @PraiseKek i’m quite long but you need to hold your horses. the proven resource is currently 2 orders of magnitude smaller than that.

@PraiseKek Thomas Lamb has hinted at a billion pound asset at copper mountain.

The last Tier-1 +200Mlb uranium discovery was $NXE's 🇨🇦 Arrow in 2014. Twelve years later, there is no clear repeat. Even Athabasca itself, with 40+ companies and strong tailwinds, hasn't matched it since. In ARUP 🇦🇺, only two remain: $DYL & $DEV, with drilling just ramping up...

@FinanceMajor_23 “We can quantify Si‑28 as a real, high‑margin product, with early pricing around $550k/kg and ~85% gross margins thanks to silane‑based ASP enrichment.” would you mind elaborating a bit on this please? how did you quantify this?

Our $ASPI report last night positioned $ASPI as a dual-rail option. Isotope-driven semi and nuclear crossover. We can quantify Si‑28 as a real, high‑margin product, with early pricing around $550k/kg and ~85% gross margins thanks to silane‑based ASP enrichment. Huge report.

@uraniuminsider no terrapower kemerrer unit showing up as U/C 🤨 or maybe it’s too small to read. but this just looks like someone smacked an exponential -> linear graph starting in 2030, did some colouring and called it a day. then again, what else can you do when forecasting these things

This is a big 'ask,' but the gears are definitely turning...

@sjletsgo pre si28 commercial production/shipment announcement positioning. QLE spinoff & south africa full permitting are also to be expected. commercial offtakes for the phase 1 helium may also be in the pipeline. could this quarter be the long-awaited next quarter?

market - red $ASPI - green me - smiling

@AcctNo994 doesn’t ASPI have only a single-digit percent economic stake in SKBL? so it’s not particularly relevant to the ASPI shareholders

One further thought on $aspi call: They have a tremendous number of balls in the air. They did not even mention super critical, the tungsten mine, or ree-mag recycling. Sounds like they will spinout or sell the helium business once they scale it.

@turkishwarsh @ASPIsotopes what kind of NPC commentary is this? the majority of this revenue is attributable to SKBL’s entirely non-core construction business. how is it relevant?

$ASPI has released its annual and quarterly results yesterday after market. The results beat the expectations, they have generated $16.7M revenue in Q4 and $23.8M in FY25. That's really good for an early stage company. But their loss was under expectations: EBITDA: -$42M GAAP Net Income: -$69.2M Despite this loss, they have increased their cash from $62M to $285M in 2025. I think they're on the right way, their sector is really niche. They're not doing just a nuclear/a uranium business. They're more than that. I'll keep investing in $ASPI, and planning to increase my position

@DrJStrategy “Militarily, the US can break Iran’s residual ability to contest the Strait; that is not the binding constraint.” this unsubstantiated statement is doing a lot of heavy lifting. signs point to this not being the case.

Food for thought. Trump, Hormuz and the End of the Free Ride For half a century, Western strategists have known that the Strait of Hormuz is the acute point where energy, sea power and political will intersect. That knowledge is not in dispute. What is new in this war with Iran is that the United States, under Donald Trump, has chosen not to rush to “solve” the problem. In Hegelian terms, he is refusing an easy synthesis in order to force the underlying contradiction to the surface. The old thesis was simple: the US guarantees open sea lanes in the Gulf, and everyone else structures their economies and politics around that free insurance. Europe and the UK embraced ambitious green policies, ran down hard‑power capabilities and lectured Washington on multilateral virtue, secure in the assumption that American carriers would always appear off Hormuz. The political class behaved as if the American security guarantee were a law of nature, not a contingent choice. Their conduct today is closer to Chamberlain than Churchill: temporising, issuing statements, hoping the storm will pass without a fundamental reordering of their responsibilities. Trump’s antithesis is to withhold the automatic guarantee at the moment of maximum stress. Militarily, the US can break Iran’s residual ability to contest the Strait; that is not the binding constraint. The point is to delay that act. By allowing a closure or semi‑closure to bite, Trump ensures that the immediate pain is concentrated in exactly the jurisdictions that have most conspicuously free‑ridden on US power: the EU and the UK. Their industries, consumers and energy‑transition assumptions are exposed. In that context, his reported blunt message to European and British leaders, you need the oil out of the Strait more than we do; why don’t you go and take it? Is not a throwaway line. It is the verbalisation of the antithesis. It openly reverses the traditional presumption that America will carry the burden while its allies emote from the sidelines. In this dialectic, the prize is not simply the reopening of a chokepoint. The prize is a reordered system in which the United States effectively arbitrages and controls the global flow of oil. A world in which US‑aligned production in the Americas plus a discretionary capability to secure,or not secure, Hormuz places Washington at the centre of the hydrocarbon chessboard. For that strategic end, a rapid restoration of the old status quo would be counterproductive. A quick, surgical “fix” of Hormuz would short‑circuit the dialectic. If Trump rapidly crushed Iran’s remaining coastal capabilities, swept the mines and escorted tankers back through the Strait, Europe and the UK would heave a sigh of relief and return to business as usual: underfunded militaries, maximalist green posturing and performative disdain for US power, all underwritten by that same power. The contradiction between their dependence and their posture would remain latent. By declining to supply the synthesis on demand, and by explicitly telling London and Brussels to “go and take it” themselves, Trump forces a reckoning. European and British leaders must confront the fact that their energy systems, their industrial bases and their geopolitical sermons all rest on an American hard‑power foundation they neither finance nor politically respect. The longer the contradiction is allowed to unfold, the stronger the eventual synthesis can be: a new order in which access to secure flows, Hormuz, Venezuela and beyond, is explicitly conditional on real contributions, not assumed as a right. In that sense, the delay in “taking” the Strait, and the challenge issued to US allies to do it themselves, is not indecision. It is the negative moment Hegel insisted was necessary for history to move. Only by withholding the old guarantee, and by saying so out loud to those who depended on it, can Trump hope to end the free ride.

anyone who likes playing timing catalysts, gogold $ggd guided to likely permits by end of march. good chance they get them. very cheap on a npv p/nav basis, sold off hard recently to levels where it was when silver was barely more than half the current price.

@CryptoOwly yea that’s what i recall too. seems like we can expect an announcement by mid-april in theory. then work in some buffer in case mann pulls a classic mann move

@goldandkarma It was 18 days after the 'imminent' start if I'm not mistaken. Last call a week ago. I guess the plant hadn't started up then. Fingers crossed! It's the news we waiting for, for sure. Imho. Nfa.

$aspi $qle we’re approaching the endgame now. silicon announcement any day starting from a few days into april, based on o-ring fitting timeline paul recently gave. financials will no longer be stale for the s-1 next week as they submit new round. spinout coming soon

based on post necsa agreement paul interview, license for uranium enrichment with qle should come within weeks after. i.e. any second now (but likely not announced till ipo announcement imo)

@Cappy_Nate california is suited for it and has been investing massively for solar. not exactly a resounding success story. past a certain threshold, adding solar to a wind necessitates prohibitively expensive storage

@goldandkarma I'm talking global generation. Not Canada. Canada isn't suited for solar due to the short day and high heating demand of winter. But Canada is a spec. Most of the world is suited, and I care where most of the world is going. Canada is very well suited for wind.

Behold, the perfect exemplar of every ideological, energy illiterate idea that has led us to our current place. We use oil not because it has unique qualities essential to almost every facet of a globalized economy, according to the professor, but because the “fossil fuel cartel” and their co-conspirators the “shills for nuclear power” and legacy car makers deprive us of wind and solar power. Read and weep. winnipegfreepress.com/opinion/analys…