J. Tuominen (@CapcentResearch) profile picture
Helsinki, Finland
Joined October 2014
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If #uranium #nuclear turns here, $LTBR (and $ASPI somewhat due to QLE #HALEU) should do great. Lots of torque. Both been massacred on 1Y.
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100% immediate expensing for most depreciable capital property acquired on or after Sept. 15, plus 100% deduction of Canadian Development Expenses (CDE) incurred from that date. This is especially relevant to mine development. Eyes on M&A and market to price this in. $GWM.v
Massive Mining Build Out in Canada coming over next 5-10 years. High commodity prices and new mining friendly Canadian Productivity Mega Tax Deduction. Michael Gentile explains this tax improvement and potential impact on building costs. NO ONE IS TALKING ABOUT THIS.
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$GWM.V $GAYMF Galway Metals also recovering nicely with #gold holding firmly above $4,000. Great to see the quality picks lead the way in this rebound. Confirmed ounces in the ground matter!
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Met a guy from $ASPI PetLabs, SA, a couple of weeks ago at a conference. Can attest that division is up and running very well atm. Hell of a smart guy too.
Me realising I need $ASPI to do 240% just to breakeven 🥲😭
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Never thought I´d calculate on how much interest $LTBR is earning on their cash position but here we are 😅 They went from $2M in T bills at the end of 2025 to $187.4M at September 30, 2026. Mostly very ST maturities, yielding roughly 4% Very quick mafs, $7-8M annuallized.
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Never thought I´d calculate on how much interest $LTBR is earning on their cash position but here we are 😅 They went from $2M in T bills at the end of 2025 to $187.4M at September 30, 2026. Mostly very ST maturities, yielding roughly 4% Very quick mafs, $7-8M annuallized.
Buying $LTBR today at $4.32 gets you $6.11 in cash per share. The negative EV is nearly -$70M USD. No debt, no interest payments. I think we'll look back on this day and agree that the valuation was stupid. #uranium #nuclear
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There will always be tradoooors who say company X has another -30% to go before bottoming. But when this is said, in combination with VIX +65%, my own intuition is to buy what you like, and to buy a lot.
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Anyone got any interesting value tickers getting slaughtered today? No growth, no FWD PE bullshit.
Replying to @JarmoFriman
Onko mielessä joku value play, joka ottanut liikaa hittiä? Siis joku, joka tekee aidosti kassavirtaa.
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Buying $LTBR today at $4.32 gets you $6.11 in cash per share. The negative EV is nearly -$70M USD. No debt, no interest payments. I think we'll look back on this day and agree that the valuation was stupid. #uranium #nuclear
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ICYMI 👉 Galway Metals reported high-grade mineralization outside current resource wireframes at the Southwest Deposit, supporting its interpretation of southwest-plunging high-grade shoots. Read more 🔗 stockmkt.info/4hJgoli ___ 🇨🇦 TSXV: $GWM.V | 🇺🇸 OTCQB: $GAYMF #Mining
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GDX is up 15% YoY and Gold down ~1-2%. MSA Oliver is receiving death threats. What´s wrong with you ppl? Try doing some own research and invest in what you believe are long term fundamentally vauluable propositions. You´ll sleep better.
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Seen these cycles repeat over and over in #uranium (and #nuclear). However, for my next ride, I plan to hold zero exposure to the miners but instead $LTBR and $ASPI. LTBR is particularly mispriced at this point, at $5.10
I feel like a little kid in a toy store! So many quality #uranium names trading at heavy discounts. So many opportunities. A few names I’m seriously considering adding (more) to my portfolio: @MyriadUranium @Verdera_energy @enCoreEnergy_EU @LaramideRes @WesternUranVan
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If they manage to prove their fuel can increase reactor output and safety, I could see a takeover by one of the established nuclear fuel manufacturers. The economics for existing reactors would be big.
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It's a ridiculously volatile stock with a deep options chain, so be prepared for massive swings. It could still drop another 50% from here, but also rise several hundred percent. At least they have enough cash to fund development for the foreseeable future.
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They're making good progress on the operational side too, with DOE selecting Lightbridge for its Launch Pad program at Idaho National Laboratory. They´re speeding up and seem to have good momentum. Should be decent newsflow this and next year.
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Man have things changed 😄 From years of complete silence to Crux and attendance at Gentiles roadshow at the London Mining Forum. $GWM.v $GAYMF #Gold #Antimony youtu.be/YaaP7pId9Ac?si=LUC6…
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