In Q1, $acdc said they could cut 70-100 million in capex this year if necessary depending on market conditions. Their Q2 guide is telling that they are doing exactly that. I owe JPM a big thank you card.
$ACDC I know we aren’t out of the woods yet but I honestly believe that we will look back on this debacle as one of the greatest buying opportunities I’ve had in a long time on a side note the Wilks must be good poker players cause nothing leaked til 2 late. Closed green eve of
*PALIHAPITIYA-BACKED SPAC AMERICAN EXCEPTIONALISM FILES FOR IPO
it was a pleasure and an honor to trade the bull market with you all, stay safe until the next one 🫡
Here me out. In OG Pokemon, Hydro Pump was Blastoise's most powerful move. (Red, Blue,, base set...)
On X, Hydro Pump is KB's most powerful move.
KB = Blastoise.
$PEN $PEN.AX already at 30-year lows (!) is about to raise A$70M at a 51% discount (have to scroll to p33 of the deck to find the price of course). If any of you #uranium investooors fall for this -again- you should probably be kept away from money, forever. Vale 🙏🕊️⚰️
For some who get lost in the weeds, if I told you in 2020 that in mid 2025 the US was still producing less than a million lbs, KAP was still well below SUA, Africa had no new production other than LH restart, and Arrow was pushed back years, what would your response have been?