$NXE Financial Shenanigans🚩
Introduction Thread 1/19
A preview of my upcoming deep dive into $NXE's potential financial tricks, technical hurdles, and unique risks. We begin with a low-hanging fruit: Management compensation🚩
The full report will be released in due time...
Recently, @hkuppy was interviewed by @JackFarley96, discussing his views on #uranium. His strategy: direct exposure to physical uranium, a solid approach.
However, his analysis of the miners relies on flawed assumptions. This thread will present a few counterarguments.
1/14 🐸
$GLO 🇳🇪 My 16-page analysis covering Niger’s geopolitical risks, management decisions, the implications of potential DFC and JV financing strategies, and the effects on DASA’s valuation.
The link to the PDF is in the post below. You can view it online; no download required.
1/2
$CCJ Grant Isaak:
"We haven't even hit replacement rate contracting yet, and we started at the highest #Uranium price ever in any previous cycle, this is very exciting for us."
"We need 5mlbs to 7mlbs purchasing this year to fulfill contracts. We will be buying in the market"
$GLO 🇳🇪 Stephen Roman Interview
1/20
Roman:
The current $40M cash balance will take $GLO into Q1 2025, but more is needed to cover the full Quarter. Much of the equipment, including the largest component, the acid plant, has already been paid for and is arriving at the site.
$FUU 🇨🇦 Financial Shenanigans🚩
1/21
Disclaimer: I have no position in $FUU, neither short nor long. All information provided has the sole intent of informing current shareholders and future investors. I have not done a deep dive; I have only focused on selected key issues. DYOR
I can already smell some #uranium speculators are considering getting out of this trade soon, as spot prices come closer to $75/lb. Some actually pinpoint their exit on spot prices reaching xxx levels.
But let's consider a few important points first.
1/8
This is what the top @chainlink nodes are earning (gross profits) right now on a daily basis. Each node is a proper business run by an entity or individual.
Chainlink enables the Web 3.0 toolbox for others to become decentralized corporations.
market.link/overview