Top Tweets for #offtakes
$SDRC : A key piece many have forgotten. #Gold #Silver #Offtakes 🧵
🔑 25,000 tons represents ONLY 12.5% of the reported surface tonnage ready for processing!
$SDRC’s FIRST off-take with Ocean Partners is for just 25,000 tons.
Using the previously reported ore grades and the payable assumptions I’ve outlined, that ONE 25,000-ton parcel represents an estimated:
~$51M–$154M NET
Using a very conservative 8–12x earnings multiple, that implies a potential share-price range of roughly:
$0.54–$3.24/share
Again — that’s from ONE 25,000-ton shipment/off-take.
Now multiply that by just 5X:
125,000 tons = $2.70–$16.20/share using the same assumptions.
And 125,000 tons would still represent only 62.5% of the 200,000 tons of reported surface material.
THAT is when the $SDRC story starts becoming jaw-dropping very quickly and why I believe $SDRC has the potential to change a lot of #OTC investors’ lives.
This isn't material that first needs to be mined underground.
1. It’s material already sitting on the surface.
2. Ready for processing/shipment.
3. The first 25,000-ton off-take is already secured.
This 25,000 tons is only the beginning.

$SDRC: Let's punch some numbers!
Thanks to Chef Curry in our Discord 🔗https://t.co/CqayFvcCSR, who used @claudeai to create this helpful graphic using SDRC's historical data to estimate what this first 25,000-ton shipment could look like. Let's just say... everyone should be excited!
The graphic suggests a headline net value of approximately $51M–$154M from the initial 25,000-ton offtake, based on the ore grades and payable assumptions shown.
Using a very conservative 8–12x earnings multiple for a small mining producer, that would imply a potential share price range of approximately $0.54–$3.24—from this single shipment alone.
From my perspective, $SDRC should ultimately be a $1.35–$2.70 stock based on this single offtake. All in due time.
If SDRC successfully transitions from explorer to producer with repeatable shipments and growing production, a 12–15x earnings multiple would not be unusual. If the market begins to recognize the long-term production potential of the Warren District and sustained earnings growth, an even higher valuation multiple could be justified.
From my perspective, we're looking at a billion-dollar company in due time.

#NAMIBIAN #URANIUM #PRODUCTION #VALUABLE #ASSETS
#China just snapped up about half of @BannermanEnergy #ETANGO #OFFTAKES but the rest is free for $BMN to sell to whoever they like, such as the #USA perhaps??? Under the same "no ceiling, market pricing" model. Or maybe a flatprice deal would work at the right number ???
The nuclear landscape in Africa is transforming from a series of high-level discussions into a multi-billion dollar project pipeline. In 2026, the continent is increasingly viewed as the primary growth market for both large-scale reactors and modular technology.
Here is a brief look at the current momentum:
Regional Hubs: While Egypt 🇪🇬 leads with the construction of El Dabaa, countries like Ghana 🇬🇭, Nigeria , and South Africa 🇿🇦 are advancing plans for new capacity to stabilize their industrial grids.
The SMR Shift: Kenya 🇰🇪, Rwanda 🇷🇼, and Uganda 🇺🇬 are prioritizing Small Modular Reactors. These units are ideal for Africa’s evolving grids, offering a lower entry cost and the flexibility to power remote mining and manufacturing hubs.
Energy Sovereignty: For many African nations, nuclear is a path to independence from volatile global fuel prices. Leveraging domestic uranium resources,particularly in nations like Namibia 🇳🇦, is becoming a central part of the long-term economic strategy.
Grid Modernization: The move toward nuclear is driving a parallel investment in regional grid interconnections, allowing neighboring countries to share clean, reliable baseload power.
Africa’s approach to nuclear energy is pragmatic. By combining large-scale projects with flexible modular units, the continent is building a diversified energy architecture designed to support rapid industrial growth and urban expansion.
Learn more: https://t.co/mZzZbpbz4R
#NuclearBusiness #AfricaEnergy #SMR #Infrastructure #CleanEnergy2026 #EnergyTransition #AFNBP2026

15mins mark
$BMN
The more you listen or watch, given the #CHINESE investment with no ceiling prices on their #offtakes yet a guaranteed buyer I think this might be the #uranium #mining winner if we are talking about how many times it's current price it goes up !!!!!!
$OKLO for the top #smr company if they can #recycle #nuclearwaste as is the plan!!!!!
GLTAH
https://t.co/GiDYsalk13 via @YouTube
$BMN
DOING WHAT THEY SAID THEY WOULD
#USA #UTILITIES have confidence in them producing on time
#OFFTAKES already signed
MOST OF RESOURCE WILL WAIT FOR HIGHER PRICES
Longterm #CONTRACTING prices rising nicely now
#uranium in 2027 $150 a lb ?????
Last week the team successfully completed the first pour of concrete at the Etango #Uranium Project 👷The initial pour at the Primary Crusher area was approximately 500m3, occurring at an average flow rate of 40m3 per hour ⚡️🇳🇦⚛️ You can see more of the latest Etango progress at our website: https://t.co/HD8u0lxv5F $BMN $BNNLF
$UUUU
$UEC
AND THE OTHERS THAT I DON'T FOLLOW
#USA #GOVERNMENT #FUNDING #OWNERSHIP #STAKES?
#OFFTAKES FOR #STRATEGIC #FUND
Which one, or all of them???
https://t.co/9JzTjDHXIz
1. $E25 - a US$166m grant from the DoE to build a manganese sulphate facility in Louisiana. 👏🏻
2. $ARR (rare earths) - LOI from EXIM bank for US$456m in debt financing for the Cowboy State Mine.
3. $ASN (lithium) - Letter of Interest for up to US$330m in debt financing
Anson Resources Limited (ASX: ASN) is pleased to announce that it has completed negotiations with LG Energy Solution (KRX: 373220) and executed its first binding offtake term sheet to supply battery-grade lithium carbonate from its project in the Paradox Basin in southern Utah, USA.
• Subject to the satisfaction of customary conditions precedent (summarised in the annexure), the Initial 5-year term is expected to commence in 2027, with the ability to extend for a further five years.
• LG Energy Solution to purchase 4,000 dry metric tonnes per year and specifies the operational and logistical requirements for the delivery of product.
• Pricing is determined using a formula-based mechanism referencing market prices for battery-grade Lithium Carbonate.
• LG Energy Solution is a global leader in delivering advanced lithium-ion batteries for electric vehicles, mobility and IT applications and energy storage systems.

Anyone else still seeing a #Lithium #DISCONNECT ahead?
2025-26 is going to be interesting.
Where are #Offtakes available?
I wonder who’s buying #Li socks & positioning ahead of the next ramp up in price?
‘Exploration to Production’
How many make it?
#StayTheCourse & Enjoy

@andy77_77 🦊Relaxed 👉As #Ewoyaa continues to derisk further.
Do you think institutional buyers will get the go ahead to buy #ALL once the mining lease drops?
Agreed on binding agreement with MIIF & #offtakes.
There are very few projects with near term offtakes available to be taken up.

Successful bulk sampling proving @BlencoweRes can deliver high grade #graphite concentrate with low impurities on a commercial scale will be a HUGE milestone in the DFS enabling #BRES to progress plant design & #offtakes with a range of already interested 🇨🇳parties.

@MrBreakouts $ASN needs a solid offtake! No MOUs! No JVs! No small players! Just a good solid offtake
$LKE Here we R #Lithium folks.
Listen to Kerry Stevenson of @SmallCapsASX interview @lake_resources CEO David Dickson on #Kachi #IonExchange #Disruption #Offtakes #Saltworks #DFS #ESG
Kerry is knowledgeable about $LLKKF so asks pertinent questions
Listen all the way through
7/ Sunified's goal is to provide digital #solarpv #OEMready solar modules and to enable off-takes as a service, aligning with our #solarpunk attitude & foundation. This is at the heart of our mission & drives us to constantly innovate + improve #SolarModules #OffTakes #Solarpunk
Place your business on the international market with our offtake service.
Talk to us today!!!
#international
#opportunity
#export
#Agriculture
#tiastgroup
#offtakes

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