Carlos Finwit

Inversor. Cuenta dedicada exclusivamente a finanzas. No quiero tener razón. Astrología financiera

[Inversor Bético @inversorBetico]

District Metals Corp. $DMX.V $DMX just filed a uranium AISC of NEGATIVE US$118/lb.

No, that is not a typo.

The full NI 43-101 PEA shows why: Viken is not just a uranium project.

Based on the PEA’s payable volumes and price assumptions, the estimate of gross LOM revenue is:

• 49% vanadium products
• 24% uranium
• 14% sulphate of potash
• 11% molybdenum

The headline economics:

• US$2.88B after-tax NPV8
• 45.9% IRR
• 2.1-year payback
• US$531M average annual after-tax FCF
• US$876M initial CAPEX
• 13-year Phase 1 at 10 Mtpa
• 0.18:1 strip ratio

But the most important number may be 2.7%.

The mine plan processes 127.4Mt against a total resource base of approximately 4.79Bt.

Less than 3% of Viken.

Now the reality check:

• The new filing clarifies that 23% of the plant feed is Inferred
• The complex multi-product flowsheet still requires extensive validation and optimisation
• US$876M CAPEX dwarfs DMX’s current ~C$124M market cap
• Permitting, water management and social acceptance remain major hurdles

Viken’s scale is no longer the debate.

The debate is whether District can prove the metallurgy, secure the permits and finance construction.

[Carlos Finwit @achuchonnotyou]

@inversorBetico Solo queda seguir acumulando activos que hagan aumentar nuestro patrimonio a l/p, la barrera de entrada es demoledora. Todos los que conozco que han comprado casas jovenes son o con ayudas del estado + padres generosos o literalmente que vengan de familia adinerada… ajo y agua

[District Metals Corp. @district_metals]

#NewsRelease: District Commences Airborne MobileMT Survey at the Alum Shale Properties in Sweden

Read: https://t.co/Z666QKUV0e

🇨🇦$DMX.v | 🇺🇸$DMXCF | 🇸🇪$DMXSE SDB #uranium #DMX #criticalminerals

[District Metals Corp. @district_metals]

Drilling is underway at the Österkälen Mineral License, part of our Alum Shale Properties in central Sweden.

This inaugural program is testing a large, previously untested MobileMT conductive anomaly with coincident geochemical anomalies to evaluate the potential for a Viken-style mineralized system. District Metals' Viken Project contains the largest undeveloped #uranium deposit in the world.*

Subscribe to our e-mail list to receive updates as drilling progresses: https://t.co/MNaAr1BUVh

🇨🇦 $DMX.v | 🇺🇸 $DMXCF | 🇸🇪 $DMXSE SDB #CriticalMinerals

*S&P Global Market Intelligence

[Carlos Finwit @achuchonnotyou]

@district_metals Juju

[District Metals Corp. @district_metals]

🇸🇪 With the drill permit in hand and a valid work program, District is preparing to commence drilling at the Österkälen Mineral License, part of our 100%-owned Alum Shale Properties in central Sweden.

⛏️ Drilling will test a large, previously untested MobileMT conductive anomaly, supported by coincident geochemical anomalies. This program is designed to evaluate the potential for a Viken-style mineralized system at Österkälen and further advance the significant exploration potential across our Alum Shale land package.

Read more: https://t.co/sQhodb6dF0

🇨🇦 $DMX.v | 🇺🇸 $DMXCF | 🇸🇪 $DMXSE SDB #DMX #uranium #criticalminerals

[Carlos Finwit @achuchonnotyou]

@inversorBetico Payada por tu parte, pero es lo que hay, manda la jefa

[Carlos Finwit @achuchonnotyou]

@Tone_San_Can_Es A mi me gustas tu zorroooo buen día

[𝑽𝒐𝒍𝒂𝒕𝒊𝒍𝒊𝒕𝒚'𝒔 𝒇𝒓𝒂𝒚 @volatilitysfray]

A mí me parece más bien algo propio del sesgo que tenemos los humanos por pensar que lo que nos consume tiempo y esfuerzo es valioso. Como cuando vamos al dentista, nos quitan hacen cualquier apaño rápido y nos cobran. ¿Tanto para 10 min? Claro, pagas precisamente la rapidez y el expertise. La teoría del valor trabajo de Marx no es extraña (aunque falaz) si tenemos en cuenta este sesgo.

Si algo lo hace la IA y lo hace objetivamente mejor, lo valoraré más que algo que haya hecho un humano. Lo que debería penalizar son las alucinaciones y no validar el output que presentas, para lo cual necesitas conocimiento en la materia.

[Inversor Bético @inversorBetico]

Todo bien señores, las votaciones han ido según lo previsto, actualmente no hay NINGUN veto local.
$DMX $DMX.V

[Inversor Bético @inversorBetico]

SORTEO 250€ 🍀
+ REGALO SORPRESA! 🎁

Voy a repartir 50€ a 5 ganadores distintos más un premio extra asegurado para los que completen los pasos.

Para participar en el sorteo:

1️⃣ Sigue a @inversorBetico
2️⃣ Da ❤️ y RT a este tweet
3️⃣ Menciona a 1 amigo

Ganadores el 23 de Agosto.

Detalle de las condiciones y el regalo👇

[Carlos Finwit @achuchonnotyou]

@BlackPantherCap Where do you check that data?

[Inversor Bético @inversorBetico]

It looks like the vote has been postponed to Monday, right now they are only in the debate. $DMX $DMX.V

[Inversor Bético @inversorBetico]

$DMX.V $DMX investors already know that Sundays are a great day to review what happened during the week and catch up on the latest news from @district_metals on @MomentumFinanc3.

Just a reminder: the stock is entering a very important month, with several catalysts nearby after the release of the PEA. I also published an article breaking down the numbers.

Key upcoming catalysts include the June 11 vote on designating uranium mining as a nuclear activity, and the SGU decision regarding the national interest proposal.

You can get 3 months free in the club through the Mexem promotion I shared on my profile.

[𝑽𝒐𝒍𝒂𝒕𝒊𝒍𝒊𝒕𝒚'𝒔 𝒇𝒓𝒂𝒚 @volatilitysfray]

Estadísticas de número de applicants vs offers en Two Sigma. Cuando echáis a 50 fondos / bancos y solo os conceden una entrevista, no es que seáis malos. Simplemente competís en el sector más difícil del mundo. Esto os tiene que quedar claro o podéis perder la cabeza.

[Carlos Finwit @achuchonnotyou]

@Diegogarciario Zorroooo que eres un zorro

[District Metals Corp. @district_metals]

District Reports PEA Results for the Viken Deposit that Strengthens Sweden’s Critical Raw Materials Future

Garrett Ainsworth, CEO of District, commented: “Today’s reported Viken Deposit PEA results mark a transformational milestone for District, and validates the immense scale, quality, and economic strength of this project. Delivering a robust after-tax NPV of $2.88 billion at an 8% discount rate and strong 45.9% IRR alongside initial CAPEX of $876 million.

The low operating costs enable negative-cost #uranium production of 3.3 million pounds of U3O8 per year, which meets the full uranium demand of #Sweden’s current nuclear reactor fleet."

Read the news release: https://t.co/Bn62gHjb8K

$DMX.v $DMXCF $DMXSE SDB #DMX #CriticalMinerals

[Inversor Bético @inversorBetico]

WE HAVE $DMX.V PEA

Key PEA Highlights (Base Case):

• After-Tax NPV (8% discount): US$2.88 billion
• IRR: 45.9%
• Payback Period: 2.1 years
• Initial Capital (CAPEX): US$876 million
• Average Annual Free Cash Flow (after-tax): US$531 million over a 13-year mine life
• Uranium Production: 3.3 million pounds per year of U₃O₈ (covers 100% of Sweden’s current nuclear reactor uranium demand)
• Uranium All-In Cost: Negative (-US$121/lb net of by-product credits), thanks to vanadium, sulphate of potash (fertilizer), and other metals.

[Carlos Finwit @achuchonnotyou]

@inversorBetico