Owen
13.5K posts

Owen
@omro1975
Like all full-time Dads 👨👨👦, I’m just trying to stay awake!

US bets billions on unproven rare earth players: report dlvr.it/TRmzjS

Atomic Eagle (ASX:AEU) - Scaling Proven Zambian Uranium Asset Toward Production $AEU #uranium m.youtube.com/watch?v=6CsSvh…


Spent the last weeks modeling how CAPEX would change if $GLO 🇳🇪 increases production to 2,000 tpd (+66%). Combining a potential #DFC financing + warrant exercises, they could 100% fund it. OPEX + new NPV's are the next step ⏩ Will share a slide soon with the new additions!



#SPUT #SPOTPRICE #URANIUM For those who haven't got the time, from about 25mins he talks about the 9mill lbs limit, if they hit the limit then they are able to buy further out than 365 days, which is more expensive but they would do it if necessary, and then the matter of the limit, next time would they ask for more ? , they would have to show the market is bigger than before ( which if they had bought further out, this would demonstrate that, right?) And then around 32mins he is asked if 2026 is the year for #utilities to come and #contract to which he believes yes, 2026 & 2027 are critical for them to cover their needs from 2030 out, which they haven't done yet!!!!!! PLEASE SOMEONE DUMP $5 BILLION USD INTO THE FUND, LET'S GOOOOOOOOOOOOOO 🙏 🤣🤣🤣 youtu.be/Oc7G_13KiYM?si…









Speaking of stirring sci-fi t.v. opening themes....







