Top Tweets for #globalatomic
@cameconews Cameco increasing its stake in Cigar Lake says enough.
Quality uranium assets are becoming even more valuable.
Dasa next? 👀☢️
#Uranium #CCJ #GlobalAtomic
#Uranium #GlobalAtomic $GLO The DFC meeting is happening overnight if im not mistaken. Expecting / hoping $GLO DASA is on the closed agenda meaning the public won't know prior. Love this weekly chart, bottoming process for well over a year now and then the swing low 4 weeks ago and now recovery 😆 Classic fakeout 😒Glory awaits ⚔️
#Uranium @AtomicCorp $GLO There have been numerous clues in the past few weeks that DFC finance for DASA mine in #Niger is a green light. I hope you've been paying attention #few
#uranium $GLO $GLATF #GlobalAtomic
DFC has finally posted that they are funding #GlobalAtomic DASA project!
April 1, 2026 😂
Yeah, $GLO 🇳🇪 got approved by the DFC, alright. $neaky ba$tard$
#Uranium #GlobalAtomic $GLO Fantastic detective work here from PK, look at these monster loadups from insiders. Anybody still think $GLO didn't get DFC approval 🫡🧐🙏😁🚀
Yeah, $GLO 🇳🇪 got approved by the DFC, alright. $neaky ba$tard$
Here’s a snapshot of the #DFC – #GlobalAtomic situation 🧩
If every DFC update or every agenda publication (especially the one released yesterday) makes you panic because the situation doesn’t feel perfectly clear, this is for you 🤝
1) Where things stand 📌
Credit Committee approval ⏩ (and it was disclosed to the market)
Investment Committee (IC) is the next materially relevant step 🔍
DFC does not publish intermediate committee outcomes to the public 🚫
2) How communication actually works 🗣️
In general, the bank does not provide notifications about delays ⏳
The bank tends to communicate to the company only once steps are completed ✅ rather than providing incremental updates while the process is still ongoing.
So visibility between milestones is often limited 🔦
3) Board of Directors – February 20 meeting 🏛️ (the “weird” part)
The agenda published for February 20 looks unusual compared to the historical pattern 👇
Since 2021, all Board meeting agendas included a “Project Approvals” section listing projects, with the only exception of June 2025.
For the “same” January meeting window, an initial agenda listed two projects for approval.
The February 20 agenda includes none, which is objectively unusual 🚨
➡️ This is an objective data point that makes this agenda anomalous.
4) What this could imply (without predicting anything) 🧠
The agenda could be updated closer to the date 📝
This may be a meeting convened mainly for other items (e.g., audit committee report) 📄
A separate meeting may follow later where project approvals are addressed 🔑
Global may not appear on the public agenda because it is a publicly traded company. In that case, we would only find out through a company press release.
5) Timing and the “visibility problem” ⌛
DFC moves slower than markets would like 🐢 and operates differently from a standard commercial lender.
It’s also not used to working with publicly traded companies 📈, where disclosure expectations and timing sensitivity are much higher.
Bottom line 🎯
As of today:
No public confirmation of Investment Committee approval ❔
No project approvals listed in the Feb 20 agenda 📭
Between milestones, visibility is structurally limited — so the clean signals are completed steps ✅ and, ultimately, Board-level approvals 🏁
We track the documents 🧾.
We stick to what’s observable 👀.
We avoid filling gaps with assumptions 🧊.
#uranium #GLO $GLO #U308 #dasa #niger #sahel #financing #URA
Tiani : "L'uranium est nigérien. La France a ses 63,4% des 156,231 T. S'ils veulent demain qu'on leur envoie ça, nous payons nous-mêmes le transport, parce qu'ils étaient là au moment où ç'a été produit. Et tout ce qui a été produit par la suite est nigérien et restera nigérien".
The Net Present Value of #GlobalAtomic ’s 80% stake in the #Dasa Project, assuming a #uranium price of $110/lb, (1,67 billion USD) is roughly 8x the company’s current market capitalization (~285 mln USD) net of cash (~15mln USD) and the value of the zinc JV (~60mln USD).
If the financing is successfully completed, the sky is the limit for #GLO.
https://t.co/PKjFrqSe54
Happy holidays to the entire #uranium and #commodities communities — wishing everyone all the best for 2026!
The piece on #GlobalAtomic is finished; I’m currently working on the translation and it will be released soon.
Greetings from Nice 🇫🇷❤️
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