Syd Rumble

Amateur Trader

[Syd Rumble @sydrumble]

@btimmins21 @OatmealOfficer @MarketAnch0r What notes? Can you share?

[Syd Rumble @sydrumble]

@MarketAnch0r @DFCgov The whole uranium market is getting pummeled right now...but yeah, painful to be a $GLO/uranium investor right now. Personally I think all the activity in Niger recently is very encouraging. A presidential audience has never happened before for GLO

[Syd Rumble @sydrumble]

@Mark58782318 @bullura1 Can you share it?

[Syd Rumble @sydrumble]

@Mark58782318 @bullura1 When/how did you talk to Bob? Tell us more about this conversation you had. Many people think BoD was already approved Feb 20.

[Syd Rumble @sydrumble]

@peterzhou15 The last word is min-2028? or mid-2027?

[Syd Rumble @sydrumble]

@GLoffelhardt @CN18000915 @Mark58782318 @TDG_13 @uraniumstan013 @gischro74 By Dec 10 both points 1 and 2 were already resolved. Not sure why point 3 matters in this context. There's not a whole lot of approved projects to base opinions on, but to me it looks like approvals aren't announced until the contract is signed. $GLO

[Syd Rumble @sydrumble]

@CN18000915 @Mark58782318 @GLoffelhardt @TDG_13 @uraniumstan013 @gischro74 $GLO, The last approval DFC announced was SVRE Holdings on Feb 3, 26 after the contracts were signed. That corresponding BoD meeting took place on Dec 10, 25. This was labelled commercially sensitive. Took 2 months to announce. No CC or IC announced prior. Stay patient!

[Syd Rumble @sydrumble]

@allinparlays The other reason to do an interview is after another raise? Personally I don't think that's the case, but he's done interviews after raises before i.e. July 2025

[Syd Rumble @sydrumble]

@PraiseKek LFG

[Syd Rumble @sydrumble]

@bullura1 @Stefano_1799 So what you’re saying then is $GLO won’t be discussed during this next meeting?

[Syd Rumble @sydrumble]

@Tjugotva @CN18000915 @ABongo888 You must be new here!

[Syd Rumble @sydrumble]

@Tjugotva @CN18000915 @ABongo888 They'd see them coming from miles away! If they want to disrupt Dasa it would be easier to attack shipments while on route.

[Syd Rumble @sydrumble]

@Hitthebidsayuhh @AtomicCorp Maybe we need to look at it from the institutional investor perspective. It’s much more interesting for them to invest in a project before $GLO secures the DFC financing then after.

[Syd Rumble @sydrumble]

@Hitthebidsayuhh In the case of 2, wouldn’t they have to inform the market first before announcing the placements? SEC rules preventing fraud?

[Syd Rumble @sydrumble]

@ShosholozaExpat @alhajimokwe @NigerAR So basically this has actually been in effect since August 2025?

[Syd Rumble @sydrumble]

@SteveRodio Ask Grok, he has the answer you seek. The language is precise on purpose. No, it’s not yet approved, but I’m thinking of it as a reason to re-rate the stock to a certain probability of funding and apply that probability to NAV. At $.51 it’s rated at a near 0 chance of funding

[Syd Rumble @sydrumble]

@narinstasie The NDAA compromise text was released last night. It contains the reauthorization of DFC. The reauthorization should be complete in a few days. $GLO.

[Syd Rumble @sydrumble]

@CN18000915 Why do you think so?

[Syd Rumble @sydrumble]

@NucNetNews @Oranogroup This is actually good for $GLO IMO, since now we know that uranium can ship out of the country despite the Benin border closure.

[Syd Rumble @sydrumble]

@Flex__J It’s actually a good thing because now we know that uranium can ship out of Niger despite the Benin border closure.