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.
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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.
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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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
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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.
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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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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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