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
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.
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.
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.
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.
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.
Broke: Lightbridge Stock Plunges 9%, Wiping Out $16 Million, As Quarterly Loss Widens
Woke: 178M mcap
$233M net cash ÷plus its fuel technology, patents and R&D program.
Negative EV −$58.4 million
$LTBR #nuclear #uranium
Replying to @TheBullished
J. Tuominen retweeted
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
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.
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
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.
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.
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…













