NexGen $NXE.to holds 50.1% of the outstanding IsoEnergy $ISO.v common shares 2/
4/14/21 $ISO.v closed a transaction based on a Heads of Agreement with #92E for 92 Energy to acquire a 100% interest in Clover, Gemini & Tower uranium properties in share consideration of 92E.
ISO currently owns 14.13% of 92E (based on latest 92E presentation) 3/
Some might have already known this, but I only found it out this week.
Offers a lot of material to speculate on potential acquisition scenarios in the future ;)
end/
• • •
Missing some Tweet in this thread? You can try to
force a refresh
Silex $SLX.ax $SILXY / GLE today announced a pivotal milestone for the SILEX #uranium#enrichment technology which demonstrates the ability of their laser systems to operate reliably at commercial-scale ‼️ for extended periods
Some thoughts in the 🧵 1/ cdn-api.markitdigital.com/apiman-gateway…
#GLE has made great progress on its quest to become the only third-generation laser #uranium#enrichment company in the world
I highlighted important points in my notes below
This also proves the benefits of having a JV partner with deep pockets like Cameco $CCJ $CCO.to
2/
The first fully commercial scale module passing this milestone is important as it is a proxy for assuming that the whole triple opportunity will pass the necessary assessments in the future
This would include natural grade UF6, LEU/LEU+ & #HALEU production
3/
What's your opinion on those parties? How do everyday people view them? What are their chances of winning?
Is there public discourse about #Nuclearpower ?
Current polls I could find: thelocal.se/20220826/new-p…
#Uranium: It’s different this time?
Some thoughts on why I think that taking the last uranium bull market too literally will likely lead to missing out on returns during the most lucrative time in the cycle. However, cyclicality still applies and scaling in & out is important 🧵
1/ “It’s different this time” are regarded as the most dangerous words in #finance used by Wall Street to trick investors into bubble equities that they should sell, not buy. #fintwit
2/ I list some reasons below why #uranium might very well be the exception to the rule and really be different this time. Moreover, I believe focusing on the last uranium bull run 04-07 will lead to false analysis ➡️ missing out on gains
$CYBE CyberOptics Corporation designs, develops, manufactures, and markets high precision sensing technology solutions and system products for inspection and metrology worldwide.
Great Picks and shovels play on #semiconductors#MiniLED#MicroLED#IoT#LightsOutFactory 2/