2026 Q2 - tulosraportti
77 päivää sitten
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 13.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 26.3. | ||
2025 Q3 - tulosraportti 12.11.2025 | ||
2025 Q2 - tulosraportti 12.8.2025 |
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·2 päivää sittenGlobal Atomic (GLO) – summary of new interview with CEO Stephen Roman The summary was created by Claude (AI) based on the interview on Palisades Gold Radio in October 2026: https://www.youtube.com/watch?v=eGJA7yVoQUQ. Palisades owns almost 9 % of the company in shares and warrants. Financing Roman says that the C$57 million from the October equity financing will last for "a few months". The company is negotiating with two to three parties to cover the rest without a new equity financing. This involves a bridge loan that is paid back when the DFC loan is disbursed, and an agreement where a party pays now and receives uranium back later. He did not say how much is missing or when an agreement can be in place. Roman expects the first disbursement from the DFC loan (US$414 million) around the end of the first quarter of 2027. Before the loan can be drawn, Global Atomic must have spent its entire equity contribution. That was US$152.7 million at the end of June. Claude's view on the situation regarding missing financing: If the DFC loan is to be drawn at the end of the first quarter, the equity contribution must be spent before that. At that pace, the money from October will likely only last until around the turn of the year, and around US$90 million is still missing. The bridge loan or the uranium agreement must therefore likely materialize within the next few months. If not, the company must either slow down construction and postpone the DFC loan, or raise money with a new equity financing. The Q3 report on November 17 will show how much money was left at the end of September. Terms of the DFC loan Roman mentioned two remaining conditions: a clarified export port, and a mining permit that lasts as long as the loan. The loan has been extended from 7 to 10 years. The first renewal of the mining permit must therefore also apply for 10 years, whereas it is usually renewed for 5 years at a time. According to Roman, the government in Niger supports this, and he expects clarification within a couple of months. The DFC also has other conditions, including a direct agreement with Niger and finalized loan documentation. The company is considering three ports: Algeria, Lagos in Nigeria, and Cotonou in Benin. The border to Benin is still closed. The first uranium delivery is planned for the second half of 2028. The project The plant starts at 1,000 tpd, which yields around 2,000 tonnes of uranium oxide a year. The underground mine is built for up to 2,000 tpd. Then the processing plant must be expanded. According to Roman, there is more uranium in the deposit than in the current mine plan, and an updated feasibility study is coming. Several US utility companies have contacted them regarding offtake agreements after the DFC approved the loan. Construction is moving forward: the steel for the processing plant is being erected now, and the acid plant is scheduled to be finished in about three months. According to Roman, the government's ownership stake is locked at 20 % in the agreement with Niger. Upcoming events Q3 report on November 17 Whether the bridge loan or the uranium agreement is announced Clarification of export port and mining permit First disbursement from DFC, expected around the end of the first quarter of 2027 New offtake agreements and updated feasibility study- ·3.10.The summary made by Claude, from the interview with Roman (CEO) and Triangle investor. ⛏️ DFC loan (up to $414.2M): Three remaining conditions must be met: a uranium export route (Nigeria is considered the fastest, ahead of Benin and Algeria), harmonization of the mining permit with the loan's 10-year term, and a government-to-government agreement between Niger and the US. Roman says drafts should be ready by the end of October, signing in November. First drawdown from the loan is expected in "early April" (likely 2027). Capital needs: Total Dasa costs are now approx. $777M, with approx. $550M remaining as of June 30. Roman states that the remaining equity need is down to approx. $100M after recent measures — aligns well with my own estimates of $112–117M after the September equity issue. Less dilution ahead? The company is working on a non-diluting bridge loan agreement with a uranium player who also wants offtake, and hopes to announce something soon. Still talks with utilities regarding prepayments, but no agreement yet. JV partner directly in Dasa is "not on the table" right now. Construction: Earthworks finished, construction 30–40% finished, the acid plant is being erected now. New progress video coming this month. Offtake: Only approx. 11% of the production schedule is contracted so far — enough for the bank's requirements. They are building a larger book now, but will consciously keep some uncontracted to take advantage of the rising uranium price. Zinc JV in Turkey: Still profitable, approx. $10M in EBITDA share expected for 2026. Not for sale — GLO thinks the price offered by the partner is too low.
7.10.I would say to points 2&3, there is no reason to put weight on anything a military junta says. - ·30.9.Are we at the bottom soon or what? A bit of own research and short The positive: US International Development Finance Corporation (DFC) has approved up to US$414.2 million in project financing for Dasa – a loan of US$397.4 million plus a cost overrun facility of US$16.8 million. But shortly after this they throw out a report that costs have exploded: The total project is now revised up to US$777.6 million (from 227.5 million in the 2024 study), with completion pushed to H2 2028. The company itself states the regime change in Niger as the main reason for the delay and cost increase. At the same time, the uranium price ($97/lb contract price) is now 29% higher than the 2024 feasibility study assumed. And probably even higher when they come into production. The most important thing for us shareholders – the remaining funding gap: The DFC loan can only be utilized after the company has covered its own equity requirement of US$152.7 million (drawdown). Following the September 23 placement (50 million CAD ≈ US$35 million gross), approx. US$112–117 million in equity still remains to be raised. In addition, they have an ongoing ATM program (up to 50 million CAD, flexible until April 2028) – meaning several potential sources of dilution ahead, at higher share prices. The company has itself pointed to several alternatives to raise everything via new shares: offtake agreements with power companies, a possible JV partner directly into the Dasa project, and earlier use of royalty/trading house structures. They also hold a 49% stake in the zinc JV Befesa Silvermet Turkey. A sale there seems like a last resort: they hardly have a strong negotiating position right now, and the ongoing cash flow from there is probably worth more to keep than to sell off cheap. But we are not done yet. Even after the placement of 50 million Canadian dollars in September, there likely remains around 110–120 million dollars in equity that must be spent on the project before the DFC loan becomes available for drawdown, and the loan is additionally conditional on a number of factors.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
77 päivää sitten
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 päivää sittenGlobal Atomic (GLO) – summary of new interview with CEO Stephen Roman The summary was created by Claude (AI) based on the interview on Palisades Gold Radio in October 2026: https://www.youtube.com/watch?v=eGJA7yVoQUQ. Palisades owns almost 9 % of the company in shares and warrants. Financing Roman says that the C$57 million from the October equity financing will last for "a few months". The company is negotiating with two to three parties to cover the rest without a new equity financing. This involves a bridge loan that is paid back when the DFC loan is disbursed, and an agreement where a party pays now and receives uranium back later. He did not say how much is missing or when an agreement can be in place. Roman expects the first disbursement from the DFC loan (US$414 million) around the end of the first quarter of 2027. Before the loan can be drawn, Global Atomic must have spent its entire equity contribution. That was US$152.7 million at the end of June. Claude's view on the situation regarding missing financing: If the DFC loan is to be drawn at the end of the first quarter, the equity contribution must be spent before that. At that pace, the money from October will likely only last until around the turn of the year, and around US$90 million is still missing. The bridge loan or the uranium agreement must therefore likely materialize within the next few months. If not, the company must either slow down construction and postpone the DFC loan, or raise money with a new equity financing. The Q3 report on November 17 will show how much money was left at the end of September. Terms of the DFC loan Roman mentioned two remaining conditions: a clarified export port, and a mining permit that lasts as long as the loan. The loan has been extended from 7 to 10 years. The first renewal of the mining permit must therefore also apply for 10 years, whereas it is usually renewed for 5 years at a time. According to Roman, the government in Niger supports this, and he expects clarification within a couple of months. The DFC also has other conditions, including a direct agreement with Niger and finalized loan documentation. The company is considering three ports: Algeria, Lagos in Nigeria, and Cotonou in Benin. The border to Benin is still closed. The first uranium delivery is planned for the second half of 2028. The project The plant starts at 1,000 tpd, which yields around 2,000 tonnes of uranium oxide a year. The underground mine is built for up to 2,000 tpd. Then the processing plant must be expanded. According to Roman, there is more uranium in the deposit than in the current mine plan, and an updated feasibility study is coming. Several US utility companies have contacted them regarding offtake agreements after the DFC approved the loan. Construction is moving forward: the steel for the processing plant is being erected now, and the acid plant is scheduled to be finished in about three months. According to Roman, the government's ownership stake is locked at 20 % in the agreement with Niger. Upcoming events Q3 report on November 17 Whether the bridge loan or the uranium agreement is announced Clarification of export port and mining permit First disbursement from DFC, expected around the end of the first quarter of 2027 New offtake agreements and updated feasibility study
- ·3.10.The summary made by Claude, from the interview with Roman (CEO) and Triangle investor. ⛏️ DFC loan (up to $414.2M): Three remaining conditions must be met: a uranium export route (Nigeria is considered the fastest, ahead of Benin and Algeria), harmonization of the mining permit with the loan's 10-year term, and a government-to-government agreement between Niger and the US. Roman says drafts should be ready by the end of October, signing in November. First drawdown from the loan is expected in "early April" (likely 2027). Capital needs: Total Dasa costs are now approx. $777M, with approx. $550M remaining as of June 30. Roman states that the remaining equity need is down to approx. $100M after recent measures — aligns well with my own estimates of $112–117M after the September equity issue. Less dilution ahead? The company is working on a non-diluting bridge loan agreement with a uranium player who also wants offtake, and hopes to announce something soon. Still talks with utilities regarding prepayments, but no agreement yet. JV partner directly in Dasa is "not on the table" right now. Construction: Earthworks finished, construction 30–40% finished, the acid plant is being erected now. New progress video coming this month. Offtake: Only approx. 11% of the production schedule is contracted so far — enough for the bank's requirements. They are building a larger book now, but will consciously keep some uncontracted to take advantage of the rising uranium price. Zinc JV in Turkey: Still profitable, approx. $10M in EBITDA share expected for 2026. Not for sale — GLO thinks the price offered by the partner is too low.7.10.I would say to points 2&3, there is no reason to put weight on anything a military junta says.
- ·30.9.Are we at the bottom soon or what? A bit of own research and short The positive: US International Development Finance Corporation (DFC) has approved up to US$414.2 million in project financing for Dasa – a loan of US$397.4 million plus a cost overrun facility of US$16.8 million. But shortly after this they throw out a report that costs have exploded: The total project is now revised up to US$777.6 million (from 227.5 million in the 2024 study), with completion pushed to H2 2028. The company itself states the regime change in Niger as the main reason for the delay and cost increase. At the same time, the uranium price ($97/lb contract price) is now 29% higher than the 2024 feasibility study assumed. And probably even higher when they come into production. The most important thing for us shareholders – the remaining funding gap: The DFC loan can only be utilized after the company has covered its own equity requirement of US$152.7 million (drawdown). Following the September 23 placement (50 million CAD ≈ US$35 million gross), approx. US$112–117 million in equity still remains to be raised. In addition, they have an ongoing ATM program (up to 50 million CAD, flexible until April 2028) – meaning several potential sources of dilution ahead, at higher share prices. The company has itself pointed to several alternatives to raise everything via new shares: offtake agreements with power companies, a possible JV partner directly into the Dasa project, and earlier use of royalty/trading house structures. They also hold a 49% stake in the zinc JV Befesa Silvermet Turkey. A sale there seems like a last resort: they hardly have a strong negotiating position right now, and the ongoing cash flow from there is probably worth more to keep than to sell off cheap. But we are not done yet. Even after the placement of 50 million Canadian dollars in September, there likely remains around 110–120 million dollars in equity that must be spent on the project before the DFC loan becomes available for drawdown, and the loan is additionally conditional on a number of factors.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 13.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 26.3. | ||
2025 Q3 - tulosraportti 12.11.2025 | ||
2025 Q2 - tulosraportti 12.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
77 päivää sitten
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 13.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 13.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 26.3. | ||
2025 Q3 - tulosraportti 12.11.2025 | ||
2025 Q2 - tulosraportti 12.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 päivää sittenGlobal Atomic (GLO) – summary of new interview with CEO Stephen Roman The summary was created by Claude (AI) based on the interview on Palisades Gold Radio in October 2026: https://www.youtube.com/watch?v=eGJA7yVoQUQ. Palisades owns almost 9 % of the company in shares and warrants. Financing Roman says that the C$57 million from the October equity financing will last for "a few months". The company is negotiating with two to three parties to cover the rest without a new equity financing. This involves a bridge loan that is paid back when the DFC loan is disbursed, and an agreement where a party pays now and receives uranium back later. He did not say how much is missing or when an agreement can be in place. Roman expects the first disbursement from the DFC loan (US$414 million) around the end of the first quarter of 2027. Before the loan can be drawn, Global Atomic must have spent its entire equity contribution. That was US$152.7 million at the end of June. Claude's view on the situation regarding missing financing: If the DFC loan is to be drawn at the end of the first quarter, the equity contribution must be spent before that. At that pace, the money from October will likely only last until around the turn of the year, and around US$90 million is still missing. The bridge loan or the uranium agreement must therefore likely materialize within the next few months. If not, the company must either slow down construction and postpone the DFC loan, or raise money with a new equity financing. The Q3 report on November 17 will show how much money was left at the end of September. Terms of the DFC loan Roman mentioned two remaining conditions: a clarified export port, and a mining permit that lasts as long as the loan. The loan has been extended from 7 to 10 years. The first renewal of the mining permit must therefore also apply for 10 years, whereas it is usually renewed for 5 years at a time. According to Roman, the government in Niger supports this, and he expects clarification within a couple of months. The DFC also has other conditions, including a direct agreement with Niger and finalized loan documentation. The company is considering three ports: Algeria, Lagos in Nigeria, and Cotonou in Benin. The border to Benin is still closed. The first uranium delivery is planned for the second half of 2028. The project The plant starts at 1,000 tpd, which yields around 2,000 tonnes of uranium oxide a year. The underground mine is built for up to 2,000 tpd. Then the processing plant must be expanded. According to Roman, there is more uranium in the deposit than in the current mine plan, and an updated feasibility study is coming. Several US utility companies have contacted them regarding offtake agreements after the DFC approved the loan. Construction is moving forward: the steel for the processing plant is being erected now, and the acid plant is scheduled to be finished in about three months. According to Roman, the government's ownership stake is locked at 20 % in the agreement with Niger. Upcoming events Q3 report on November 17 Whether the bridge loan or the uranium agreement is announced Clarification of export port and mining permit First disbursement from DFC, expected around the end of the first quarter of 2027 New offtake agreements and updated feasibility study
- ·3.10.The summary made by Claude, from the interview with Roman (CEO) and Triangle investor. ⛏️ DFC loan (up to $414.2M): Three remaining conditions must be met: a uranium export route (Nigeria is considered the fastest, ahead of Benin and Algeria), harmonization of the mining permit with the loan's 10-year term, and a government-to-government agreement between Niger and the US. Roman says drafts should be ready by the end of October, signing in November. First drawdown from the loan is expected in "early April" (likely 2027). Capital needs: Total Dasa costs are now approx. $777M, with approx. $550M remaining as of June 30. Roman states that the remaining equity need is down to approx. $100M after recent measures — aligns well with my own estimates of $112–117M after the September equity issue. Less dilution ahead? The company is working on a non-diluting bridge loan agreement with a uranium player who also wants offtake, and hopes to announce something soon. Still talks with utilities regarding prepayments, but no agreement yet. JV partner directly in Dasa is "not on the table" right now. Construction: Earthworks finished, construction 30–40% finished, the acid plant is being erected now. New progress video coming this month. Offtake: Only approx. 11% of the production schedule is contracted so far — enough for the bank's requirements. They are building a larger book now, but will consciously keep some uncontracted to take advantage of the rising uranium price. Zinc JV in Turkey: Still profitable, approx. $10M in EBITDA share expected for 2026. Not for sale — GLO thinks the price offered by the partner is too low.7.10.I would say to points 2&3, there is no reason to put weight on anything a military junta says.
- ·30.9.Are we at the bottom soon or what? A bit of own research and short The positive: US International Development Finance Corporation (DFC) has approved up to US$414.2 million in project financing for Dasa – a loan of US$397.4 million plus a cost overrun facility of US$16.8 million. But shortly after this they throw out a report that costs have exploded: The total project is now revised up to US$777.6 million (from 227.5 million in the 2024 study), with completion pushed to H2 2028. The company itself states the regime change in Niger as the main reason for the delay and cost increase. At the same time, the uranium price ($97/lb contract price) is now 29% higher than the 2024 feasibility study assumed. And probably even higher when they come into production. The most important thing for us shareholders – the remaining funding gap: The DFC loan can only be utilized after the company has covered its own equity requirement of US$152.7 million (drawdown). Following the September 23 placement (50 million CAD ≈ US$35 million gross), approx. US$112–117 million in equity still remains to be raised. In addition, they have an ongoing ATM program (up to 50 million CAD, flexible until April 2028) – meaning several potential sources of dilution ahead, at higher share prices. The company has itself pointed to several alternatives to raise everything via new shares: offtake agreements with power companies, a possible JV partner directly into the Dasa project, and earlier use of royalty/trading house structures. They also hold a 49% stake in the zinc JV Befesa Silvermet Turkey. A sale there seems like a last resort: they hardly have a strong negotiating position right now, and the ongoing cash flow from there is probably worth more to keep than to sell off cheap. But we are not done yet. Even after the placement of 50 million Canadian dollars in September, there likely remains around 110–120 million dollars in equity that must be spent on the project before the DFC loan becomes available for drawdown, and the loan is additionally conditional on a number of factors.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt