Zzyzx

Looking for the best ways to advance civilization

[Zzyzx @ZZYZXresources]

@AspiCommunity Interesting article on super critical minerals contract award on same day too

https://t.co/lBNSbjbSKk

[Zzyzx @ZZYZXresources]

@PraiseKek The shaft / decline to get to depth would be the constraint and you wouldn't want to do that twice as that's the hard bit, sounds like they might need to review the plans before construction, this could be a very handy reason for another delay , just revisiting the study plans

[Zzyzx @ZZYZXresources]

@UDiamondBalls @Mindwalletbody He said he had an ankle issue and multiple surgery's, don't this is a major health issues but is rather a mobility issues that causes problems for getting around

[Zzyzx @ZZYZXresources]

@Swedish_uranium With the adjustment to the criteria does Silex come into the frame now and also possibly QLE once ASPI spin it out ??

[Zzyzx @ZZYZXresources]

@wakerife123 @piterloskot82 Yes I followed up today and it is an in person only event with no online so I think it is just a precursor to the start of trading on the JSE tomorrow

[Zzyzx @ZZYZXresources]

@CN18000915 Sorry guys got to jump off

[Zzyzx @ZZYZXresources]

@BambroughKevin Thanks for continued great work

[Zzyzx @ZZYZXresources]

@Nirvana12319 @Ugames_kilo @urdit @hokonuihills @CornelEngel @StefanVesti @SloCan68 @AndrewWysong @chpawin @RobbAdams44 @UraniumSteve Agreed, elevate have a great resource and options going forward , prime for a tie up with DYL tumas project too
Looking to see if ASPI can start to generate some decent revenue before year end on my front

[Zzyzx @ZZYZXresources]

@piterloskot82 Does anyone have a price estimate for S28 ? I remember Paul talking about a range but haven't been able to follow up and find in my notes

[Zzyzx @ZZYZXresources]

@patrickadownes @Cyclops_Trader Let's just stick with the trend and say down

[Zzyzx @ZZYZXresources]

@patrickadownes @urani_umm With 63m short on PDN and only 6.8m traded today in total still plenty of work for any shorters to cover

Also interesting to see DYL with over 10% short

Now all we need is a bit of activity in the physical market price to really build pressure

Oh & KAP downgrades next week🤔

[Zzyzx @ZZYZXresources]

@piterloskot82 Thanks for updating and confirming the load out

Any indication of whose material got loaded ?

[Zzyzx @ZZYZXresources]

@piterloskot82 @quakes99 Also interesting to see that the CGN trading has been steadily reducing its contracted but not delivered sales volumes over the last year from 14mlb now down to 9mlb

Looks like they have been taking full advantage of the lower market prices

Thanks for the link

[Zzyzx @ZZYZXresources]

@z_axis_capital Great thread thanks for putting it together
Amazing detail and thanks for all the in depth work you have put in

[Zzyzx @ZZYZXresources]

@capnek123 @oceanwall2 Also an updates on recent buying activity and RFP in the market

How does Ben see the treading volumes playing out and who is making the purchases

[Zzyzx @ZZYZXresources]

@capnek123 @oceanwall2 Obviously an update on Ben's thoughts on the Russian ban
How he thinks the conversion and enrichment build out in USA /west will be achieved and who will be beneficiary
Where does the funding for the build out come from
Any updates on KAP production volumes and sales recently

[Zzyzx @ZZYZXresources]

@skysurfer75 Just wondering if you could share / point me in the direction of where you get the SPUT volumes for number of pounds purchased

I am looking for the historical purchase data to graph against some volatility and notes about volumes in spot market

[Zzyzx @ZZYZXresources]

@patrickadownes Take a look at ASP isotopes on the Nasdaq also in the enrichment space another interesting option in the space, I also like Silex as on of my top position, can't wait for a plant update for GLE

[Zzyzx @ZZYZXresources]

@patrickadownes It's not just the traders but also the producers, let's not forget that Cameco only profits and extra $1 for every $20 the spot price goes up from here
As Charlie would say "Show me the incentive and I will show you the outcome"
And all the while utilise pray for price to crash