Big Mike Profile picture
Investor, attorney, runner, triathlete, sports fan & Proud American! All views are personal opinion, do your own Due Diligence!
Nov 18, 2021 16 tweets 5 min read
I had a great phone call with @AtomicCorp today that has made me as bullish as ever on the company. I am going to share my thoughts from the conversation on this thread. I hope it helps you! $GLO $GLATF #Uranium #Zinc /1 1. FS study provides tier 1 economics but had to include higher than normal shipping and sulfur cost because of pandemic supply chain issues. Further the FS had increased sustaining capital cost from those in PEA. /2
Mar 28, 2021 5 tweets 3 min read
1. Pilot plant results much better than #'s assumed in PEA. 2. Orano is testing ore samples at Niger mill (Value Opportunity for $GLO). Plan is for stand alone $GLATF processing facility. 3. DFS by the end of Q3. 4. Financing discussions with multiple parties, clarity by mid 2021 5. Speaking w/ utilities right now. Utilities want new entrants other than just Cameco, Orano and Khaz. $GLO has plans to produce 4.5 million lbs annually but could do up to 8 million lbs if the market requires it. 6. Maybe 25-30% of developers are viable to produce. #Uranium