@quakes99@TheMongrel_Cat Public entities are subject to enormous scrutiny - endless 2nd guessing- cost to play the public game. Go dark do whatever they want without answering media - Xi/Pootin will certainly be in favor. Everybody wins - no one really knows op specs - Qn what arguments against it??
@AndreasSteno And how many Nuclear under construction/ announced new? Where will they be in 10 yrs and the price Uranium to fuel them all? And will US be playing catchup with its Liftoff program plus DOE LEU/HALEU programs?Then toss in for spice Advanced SMR😎Invest in coal or Uranium or both?
@quakes99@ENERGY If government wants to ensure success for all the est uranium for the LEU program and simultaneously launch a Liftoff endeavor, they r DIW unless they support the mining industry with some kind of programs such as loans / guarantees whatever - otherwise liftoff demand withers.
@quakes99@ENERGY Wonderful so that clears up the Qn about DOE mining assistance programs- none exist or appear to be planned. As u stated - “The RFP does not provide any direct funding for construction/expansion of enrichment, conversion or uranium mining operations in the US. “
So bullish for U.
@quakes99@ENERGY The search results do not indicate any specific Department of Energy (DOE) programs solely focused on supporting uranium mining as a feed source for enrichment. The DOE's initiatives, such as the HALEU and LEU programs, primarily concentrate on uranium enrichment….
@TerryPapineau2 Where will U come from - what or are there any DOE programs specifically focused on U mining industry- don’t believe LEU/HALEU programs specifically address the Uranium mining as a feed source.
@quakes99@ENERGY I attended the webinar, asked about sourcing of Uranium and in my view sidestepped the question by referring to the DOE Leu/Haleu programs which are intended to incent Fuel chain infrastructure but don’t specifically focus on Uranium mining and Uranium as as feed source.
@quakes99@ENERGY Qn - what DOE programs regardless of funding source are you referring to that are expressly focused on Uranium Mining? Can u provide a link to the language that focuses on Mining as u state? Thx
@jessebday@Ur_Energy Thx high level interview that didn’t seem to focus on financial fundamentals like LT contract book and how that might affect rerate of stock price..
@knarfmartini2 It’s more high level narratives discounted or ignored in the pricing of miners. Stocks can’t rerate Without financial disclosure in some way of LT contract books - basic finance.