PEAK District Metals

💥 NexGen Energy $NXE Q3 2026 results (US$) 📊 Earnings: Net loss: $15.6M (-83% YoY) EPS: -$0.02 vs -$0.03 consensus 🏦 Balance sheet: Cash + short-term investments: $577M (Q2: $682M) Uranium held: 2.7 Mlb, unchanged 🏗️ Rook I (mine under construction): Construction began on 8 Jun 11 Sep: contract awarded to dig the mine shafts, the step that drives the schedule Spent in Q3: $85.7M (+65% vs Q2) Estimated cost to reach production: $1.5B (unchanged since Aug 2024) 👌 A quarter of execution. I’ll take a close look at the numbers, they look very interesting

Mining sector is wild It’s like 1:3 investor to service provider/newsletter writer/promoter ratio Nearly matches the realco to shitco ratio

$AMD #ASX #IRONORE

Uranium Energy Corp Signs Unhedged Long-Term Sales Contracts with Two Prominent U.S. Utilities $UEC tinyurl.com/2cmbe6rv

*11.9 pre-tax

Cameco Corporation (TSX: CCO; NYSE: CCJ) reported today that it filed a technical report for the McArthur River operation on a voluntary basis under National Instrument 43-101 – Standards of Disclosure for Mineral Projects (“NI 43-101”). ow.ly/Ssf65103XPy $CCO.TO $CCJ

The NHS is the UK's biggest employer and its pension scheme owes £457bn with ZERO invested. It took in £7.4bn more than it paid out last year and handed it all to the Treasury to spend. Council workers' pensions get invested. 122% funded. I would like it if NHS workers understood this problem.

Asarian Energy Announces Director Resignation Toronto, Ontario – November 2, 2026 https://AsarianEnergyAnnouncesDirectorResignation02Nov26.pdf

We’re pleased to announce that Sunrise Energy Metals has approved its Final Investment Decision to proceed with development of the Syerston Scandium Project. This is a significant step toward establishing a secure, large-scale and independent source of scandium supply outside China to support the development of next-generation technologies and Western critical mineral supply chains. The FID, along with progress across key technical, engineering, permitting, procurement and project development requirements, keeps us on track to begin production of high-purity scandium oxide in New South Wales, Australia, in the second half of 2028 and then ramp up to 60 tonnes per year. At the same time, we continue to study a potential increase in production capacity to help meet accelerating demand from solid oxide fuel cell production, aerospace and defence, and semiconductors. Sunrise is also advancing a proposed redomiciliation of its parent company from Australia to the U.S., with a Nasdaq listing for the new Delaware-based parent. The move is consistent with the conditional commitment of up to U.S.$400 million in long-term debt financing from the U.S. Department of War’s Office of Strategic Capital. A Scheme Booklet will go to shareholders shortly. Demand for scandium is expected to grow significantly over the remainder of the decade, reinforcing our long-term strategy to develop a Western source of dedicated primary scandium production. Read the full press release: api.investi.com.au/api/annou… #Mining #RareEarths #CriticalMinerals #Scandium #Technology

Poundland's cost per employee change over the last 5 years is massive.

炒股这么多年，我总结了一下，当股民开始想跳楼的时候，我就知道可以开始加仓了。 连着加仓了10多天，现在我也开始想跳楼了。

ANS crude is up to almost $128/barrel. And note that production is way up. Production has been increasing since Pikka oil started flowing in May. Average production from the last year has been 467,257 per day. It was 562,647 on Oct. 12. #akleg

$AMD #ASX Pilbara / Yaraloola Mardie Map v Arrow Map @GlenGoulds 🧐 Mardie Minerals PTY = BCI minerals - who own the Mardie Port > 2 of Arrows new tenements north and south of them 🐘😎