J. Tuominen

[J. Tuominen @CapcentResearch]

Mergers and acquisitions (M&A) cycle is coming.
#gold #silver #developers #canada $GWM.v

[goldandsilvermines @RiseHarvest]

🚨 Canada could be heading into a massive mining boom over the next 5–10 years.

High commodity prices + the new Productivity Mega Tax Deduction allowing up to 100% immediate write-offs on qualifying investments.

With potential tax savings of 26.5% on eligible spending, this could dramatically accelerate mining projects.

Mining companies aren't the only winners. Equipment, infrastructure & construction could benefit massively.

Not financial advice. DYOR.
#Canada #Mining #Copper #Gold #Uranium #Investing #Commodities #MiningStocks #Infrastructure

[J. Tuominen @CapcentResearch]

@e_jex $LEU had $2.24B in cash/eqv at Q3, against $1.21B in convertible debt. So ~$1.03B net cash.

Earned $16.9M in investment income in Q3, ~$68M annualized. But its also a 14x bigger company on MCAP basis and EV approx $1.4B vs $LTBR's negative $63M

But yea, huge SI in all #nuclear

[J. Tuominen @CapcentResearch]

Never thought I´d calculate on how much interest $LTBR is earning on their cash position but here we are 😅

They went from $2M in T bills at the end of 2025 to $187.4M at September 30, 2026. Mostly very ST maturities, yielding roughly 4%

Very quick mafs, $7-8M annuallized.

[J. Tuominen @CapcentResearch]

Buying $LTBR today at $4.32 gets you $6.11 in cash per share. The negative EV is nearly -$70M USD. No debt, no interest payments.

I think we'll look back on this day and agree that the valuation was stupid.

#uranium #nuclear

[J. Tuominen @CapcentResearch]

If #uranium #nuclear turns here, $LTBR (and $ASPI somewhat due to QLE #HALEU) should do great. Lots of torque. Both been massacred on 1Y.

[J. Tuominen @CapcentResearch]

@ben90357282 It´s incredible how overlooked this is atleast among my peers.

[J. Tuominen @CapcentResearch]

100% immediate expensing for most depreciable capital property acquired on or after Sept. 15, plus 100% deduction of Canadian Development Expenses (CDE) incurred from that date. This is especially relevant to mine development.

Eyes on M&A and market to price this in. $GWM.v

[The Gold Bull @ben90357282]

Massive Mining Build Out in Canada coming over next 5-10 years.

High commodity prices and new mining friendly Canadian Productivity Mega Tax Deduction.

Michael Gentile explains this tax improvement and potential impact on building costs.

NO ONE IS TALKING ABOUT THIS.

[Exploration Edge @EdgeExploration]

$GWM.V $GAYMF Galway Metals also recovering nicely with #gold holding firmly above $4,000. Great to see the quality picks lead the way in this rebound. Confirmed ounces in the ground matter!

[J. Tuominen @CapcentResearch]

@Alexsei88 hei, äijä ajoi kasinon konkurssiin ja käänsi Texasin siniseksi

[J. Tuominen @CapcentResearch]

@TheApeOfGoldST Think Galway metals will keep surprising everyone with its strength from here. $gwm.v

[J. Tuominen @CapcentResearch]

@tuohenpolttaja @KaljuKoo Joo, on siis tosi mielenkiintoinen firma ja mielestäni sijoittajan näkökulmasta se kaikkein haastavin vaihe on nyt ohi. Kaikilla yksiköillä on ollut kova kasvuvaihe, ja taitaa olla aika matalat odotukset hinnoiteltuna tähän kurssiin verrattuna siihen, kun hinta huiteli 10ssä.

[J. Tuominen @CapcentResearch]

Met a guy from $ASPI PetLabs, SA, a couple of weeks ago at a conference. Can attest that division is up and running very well atm. Hell of a smart guy too.

[Darren @UDiamondBalls]

Me realising I need $ASPI to do 240% just to breakeven 🥲😭

[J. Tuominen @CapcentResearch]

@JekyllCapital If the initial tests comes out promising it´ll be the best performer in the sector. But yeah, TBD

[J. Tuominen @CapcentResearch]

#uranium #nuclear $LTBR

[J. Tuominen @CapcentResearch]

Never thought I´d calculate on how much interest $LTBR is earning on their cash position but here we are 😅

They went from $2M in T bills at the end of 2025 to $187.4M at September 30, 2026. Mostly very ST maturities, yielding roughly 4%

Very quick mafs, $7-8M annuallized.

[J. Tuominen @CapcentResearch]

@JarmoFriman Ostin myös hieman momoa elien; $SKYH $ASPI $LTBR Lisäksi $GWM.v ja hivusen $GLO.to

[J. Tuominen @CapcentResearch]

10-Q

[J. Tuominen @CapcentResearch]

@quakes99 $gwm.v

[J. Tuominen @CapcentResearch]

There will always be tradoooors who say company X has another -30% to go before bottoming. But when this is said, in combination with VIX +65%, my own intuition is to buy what you like, and to buy a lot.

[J. Tuominen @CapcentResearch]

@JarmoFriman

[J. Tuominen @CapcentResearch]

@PabloA32588916 Agree, but check $LTBR. Enterprise value can go deeply negative. MC deeply below net cash. Crazy times.