Come to Germany John 🍻

We are allowed to dream 🤪 Madaouela I think it's more likely to be become a jv for example with a Chinese partner. Let's see how it works out :)

Raises are always frustrating, but we don't know the background of the timing. Banks like to see a bit of cash as a condition for financing projects, if it leads to financing or/and pushing the project I'm fine with that.
But I also don't want to see another raise any time soon 😜🤝

It was clear that they were running out of cash
After the etf kick out the stock did almost 100% in a few weeks
Maybe it wasn't the best timing and I wasn't happy with that either
But the same week they had meetings with financial instituts in 🇨🇭 so perhaps cash was a condition for future financing 🤷

For me the big winner this year will be goviex. I know that goviex is hated for a lot of reasons, but the valuation is so cheap. My prediction is they get bank financing for their Sambia project and will do a jv with a Chinese partner for madouela in Niger. 🌋

As you said it's hard to get a fuel buyer on the show, can you ask Dustin if he can show some insights about the current situation/behavior of the fuel buyers? Looking forward to this one 🤩

Any idea when the exact announcement will be released?

Hopefully he steps back from the tarrifs tomorrow! 🙏

Hi John, was January mostly supply coming from ANU? I read that it should be cleared from the market

And i asume the conditions of mining Uranium in Ukraine wont be better than in Canada/Australia etc

Surprising. Even as a German 😝

I think the price action already does

Hopefully the LT price don't drop in February because of the spot action in the last weeks. What's your take on that? Grant said that fuel buyers want to push floors down for contacts but the producers refused it 🤔

Good to see that uranium prices aren't pushed down further like usually the 2-3 days before LT is determined

Hello John, the LT price will be determined coming Monday, right?