$ASPI little known fact: Russia (the world’s 3rd largest helium producer) has put temporary export controls on Helium until the end of 2027. Combine that with Qatar (largest producer) being off line and we have the perfect environment as Renergen prepares to produce Helium!
$ASPI in “advancing commercial discussions with leading Taiwanese semiconductor manufacturers and prospective partners around the supply of critical electronic gases essential for next-generation chip production..”
$ASPI the markets have grossly under appreciated the impact of the Helium shortage on the semiconductor industry IMO. Given that 65% of Taiwans GDP is somehow tied to semiconductor production, 7-8% of Singapores GDP also…very interesting timing that ASPI is in Taipei!
$SKBL I just confirmed with management that the $1.6 Bln Government financing commitment is non dilutive debt and more than covers the $1.2 Bln projects cost. So there is ZERO need for additional financing.
$SKBL This is a complicated deal and lots of investors are missing some important details. Yes the big asset will take some time to complete (2029ish) however, there are other projects around the main mine that are expected to CASH FLOW in 2027.
After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today.
I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby.
It has been an honor serving under @POTUS and @DNIGabbard and leading the professionals at NCTC.
May God bless America.