mrfriebe

[mrfriebe @mrfriebe]

@PraiseKek 🤷‍♂️

[mrfriebe @mrfriebe]

Surprised this anncmt didn’t get more hype online. #Nuclear #NuclearEnergy

[Urenco USA (UUSA) @urencousa]

📢Announcing a major boost for the U.S. nuclear fuel supply: we’re expanding our New Mexico uranium enrichment facility with 2.1M SWU of new capacity (~50%) with a multi billion investment.
1st capacity online in 2032➡️full capacity in 2036. https://t.co/PuzVrlWwdl

[mrfriebe @mrfriebe]

@uraniuminsider Think they’ve been clear abt discipline around capacity expansion. Big investment.

[mrfriebe @mrfriebe]

@dmuscat @HaydenLocke5 Interesting how he toggles the importance of PM sulphides from one preso to the next.

Say you blv the 1.1bn nav num for MOD & think .5 is the right p/nav. Currently paying 200m for the PM oxides (reasonable?) zero for sulphides. Getting a bit silly.

[mrfriebe @mrfriebe]

@SportsRadioWIP @MrUram Meh.

[Michael McFaul @McFaul]

So embarrassing. Canadians, I apologize. This will not last.

[mrfriebe @mrfriebe]

Interim div btwn interim divs? $AFM.v

[OG Tin Baron @OG_TINBARON]

Chinese #tin approx $59kt

[mrfriebe @mrfriebe]

@TraderPamplona Good times.

[mrfriebe @mrfriebe]

@JohnLatham @RogueWayve Interesting to see 4x vol tdy.

[mrfriebe @mrfriebe]

@JohnLatham @RogueWayve Copper names pushing 52wk hi’s in many instances. This is a security specific issue here *of late* as of course still outstanding perf LT. Underwhelming drill results, delay in FID, extended val’n on back of PM or some combination of all? $MARI.to

[mrfriebe @mrfriebe]

@michaeldweiss @JuliaDavisNews A thorough housecleaning is desperately needed

[mrfriebe @mrfriebe]

$MARI.to i expected the copper corr, i just didnt expect it to be ngtv

[mrfriebe @mrfriebe]

@Atomicrod Rod, any idea what this is as % of the average cust’s bill pre Vogtle? Strikes me as a pretty lg number, particularly since it’s presumably paid in perpetuity

[mrfriebe @mrfriebe]

@uckema Nah.

[mrfriebe @mrfriebe]

@Mylovanov This is the nub of it.

[mrfriebe @mrfriebe]

@JumboElliott76 Excellent.

[mrfriebe @mrfriebe]

@JohnLatham From tdy’s MSD interview the talking point is actually “something something Iran” which seems thin to me. With PM resource estimate Q1 maybe you’re right they want to align financing timing with PM news.

[mrfriebe @mrfriebe]

Nice acid hedge but FID slips from
‘26 to mid ‘27 somewhere between March and May? $MARI.to

[Oliver Groß @minenergybiz]

Interesting
How to dodge the Iran war acid shortage: one miner bought its own plant
https://t.co/C0Eq0FCC4e $MARI.TO

[mrfriebe @mrfriebe]

@JohnLatham Eqs / Cu ripping so… who knows where cap mkts are in 6m/1y. Hear you on potential PM value creation but delaying FID for MOD to gamble on cap mkts (or PM drilling for that matter) puts recent perf in perspective and seems like an own goal from the cheap seats

[mrfriebe @mrfriebe]

@kennyfgan Try hockey.

[mrfriebe @mrfriebe]

@RpsAgainstTrump “They” doing a lot of work here