Thomas J

[Thomas J @ThomasJ87536679]

@DomMonk178543 @wakerife123 to be honest I think til PsiQuantum is a weaker fit fit than my first anticipation. The Cleaner Si-28 story has to be spin-qubit not phototonic.

[Thomas J @ThomasJ87536679]

@DomMonk178543 @wakerife123 I did a deep-dive on ASPI a few weeks back (with my "friend" Claude - to the heavy lifting). Photonic quantum has a different isotopic Si rationale than spin qubits, and PsiQuantum is basically the only US name at scale on the photonic side.

[Thomas J @ThomasJ87536679]

@DomMonk178543 @wakerife123 Also: IonQ and Rigetti don't use silicon, so rule those out. At ~$20K/gram, the largest order is kg-scale = $20M+, which points to a fab or a gas reseller, not an academic lab. June 17 should be fun.

[Thomas J @ThomasJ87536679]

@DomMonk178543 @wakerife123 Strong list but PsiQuantum is the obvious miss - photonic quantum, US-based, $1B+ funded, isotopic Si helps low-loss waveguides, and 2025 fits their roadmap.

[Thomas J @ThomasJ87536679]

@The_Baron1234 All time high is around 6500

[Thomas J @ThomasJ87536679]

$LEU
✅ Converts at $229.62/share
🚨 Redemption possible after Aug 2029 if stock hits $298.51 (130% of conversion price)
💸 No coupon, no interest – clean structure
📈 Hypothetical stock path shows potential upside
🔍 Great terms for both Centrus and investors.

[Thomas J @ThomasJ87536679]

$LEU: Centrus Convertible Notes – Key Terms in One Chart
Centrus just priced $700M in zero-coupon convertible notes due 2032.
1/2

[Thomas J @ThomasJ87536679]

@sollidnuclear Meanwhile in EU

[Thomas J @ThomasJ87536679]

$SMR

[NucNet Nuclear News @NucNetNews]

🇷🇴 #Romania: Phase 2 Feed Agreement A Step Towards SMR Deployment In 2029. #nuclearpower #nuclearenergy

Bucharest aiming to build reactors using NuScale’s Voygr #nuclear plant technology

https://t.co/CZowp9dAKU

[NucNet Nuclear News @NucNetNews]

🇷🇴 #Romania: Phase 2 Feed Agreement A Step Towards SMR Deployment In 2029. #nuclearpower #nuclearenergy

Bucharest aiming to build reactors using NuScale’s Voygr #nuclear plant technology

https://t.co/CZowp9dAKU

[Thomas J @ThomasJ87536679]

@quakes99 $SMR🚀

[Thomas J @ThomasJ87536679]

https://t.co/Q9k0ZmlVe7

[Thomas J @ThomasJ87536679]

KAZ: The Company anticipates that the production volume for the majority of its uranium mining operations will be approximately 20% below the levels stipulated in the Subsoil Use Agreements. Nonetheless, the Company projects a modest annual growth in production for the year 2024.

[Thomas J @ThomasJ87536679]

@SuperLuckeee Swing

[Thomas J @ThomasJ87536679]

@uselinkinv Keep it simple

[Thomas J @ThomasJ87536679]

@TheLastDegree @TheLastDegreer done

[Thomas J @ThomasJ87536679]

Beautiful backtest for $uuuu

[Thomas J @ThomasJ87536679]

@SteadyCompound Munger

[Thomas J @ThomasJ87536679]

@JekyllCapital @DenisonMinesCo @jeffgeringer92 Love it - but they still need permission, right? or?

[Thomas J @ThomasJ87536679]

"returning a maximum uranium head grade of 43 g/l. This is over 300% higher than the head grade assumed in the 2018 PFS, and further supports the Company's decision to increase the assumed ISR mining head grade by 50% for the feasibility study." $DNN

[Junior Mining Network @JrMiningNetwork]

Denison Announces Additional Highlights from Highly Successful Leaching Phase of Phoenix ISR Feasibility Field Test - Junior Mining Network $DML.TO https://t.co/Dmt3mZxOFR