2026 Q2 - tulosraportti
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49 päivää sitten
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Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on 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 |
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·1 päivä sittenAre 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.
23.9. · MuokattuIt seems that their tactic to secure the rest of funding is more dilution, which I'm fine with. Now that the loan is more or less secured, quickly gaining the missing funding is critical and I don't say no to averaging down. An another way for them to secure the funds could be with offtake agreements with nuclear utilities, but they might not be interested in signing them this much in advance. If that was to happen, the price would probably need to be undercutting the market which wouldn't be a great look unless necessary. https://globalatomiccorp.com/investors/news/news-details/2026/Global-Atomic-Announces-Proposed-Public-Offering-of-Units/default.aspx
16.9.Improvement regarding the financing. Thoughts about this? https://www.globalatomiccorp.com/investors/news/news-details/2026/Global-Atomic-Announces-Dasa-Uranium-Project-Financing-Update/default.aspxThere are 3 parties in the matter who want the mine operational, Niger, Roman and USA. The state of Niger with a 20% ownership stake will have no other incentives than to get this mine operational, it secures them enormous values, USA secures access to a very important source of Uranium, projects like nexgen are a whole dimension when it comes to actually making the project profitable and operational, everything is in place. Yes, there are geopolitical factors, but the state has been very accommodating towards the project and has continuously renewed its support. Regarding dilution, yes, but the values in the project now that this financing is ready are exclusively greater.
·18.8.How concerned are you about this otherwise promising stock? Are there any optimists left?🤔🙏24.8.I've trusted the project so far and none of the fundamentals have changed. It is still a huge uranium deposit and the need for uranium will only go up. Obviously it's been a long time without news about the loan, but seeing as the company has continued to make progress with the mine, I don't foresee it going too badly in the future either. If they would not have continued developing, there might've been risk of nationalization (as seen with the gold mine) but I don't see that happening. My largest worry right now is Niger's warming relations with Russia now that Niger-US relations have worsened, but I guess we'll see.
14.8.There was practically no news in the Q2 report. It was like copy paste from several previous reports. Future looks pretty grim for Global atomic at the moment. To me it looks highly unlikely that they would ever get any loan from the US development bank taking to consideration the current US - Canada relationship and the fact that Niger is cooperating with russia. There is so much uncertainty around completing the Dasa mine in near future or decade and if it would be completed the current shareholders would very likely to be heavily diluted due to very bad terms for convertible loans and partnerships. Even if the mine would be completed, the likelyhood of it getting confiscated by the locals and letting russians run it are high. I am therefore considering selling my whole stake even at -70% loss. It is still better than 100% loss.Don't you think NDAs on such loans are quite strict, even JVs don't get to know anything before it suddenly happens, often completely independent of what appears in quarterly reports.
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.
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2026 Q2 - tulosraportti
Vain PDF
49 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
Kirjaudu
- ·1 päivä sittenAre 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.
- 23.9. · MuokattuIt seems that their tactic to secure the rest of funding is more dilution, which I'm fine with. Now that the loan is more or less secured, quickly gaining the missing funding is critical and I don't say no to averaging down. An another way for them to secure the funds could be with offtake agreements with nuclear utilities, but they might not be interested in signing them this much in advance. If that was to happen, the price would probably need to be undercutting the market which wouldn't be a great look unless necessary. https://globalatomiccorp.com/investors/news/news-details/2026/Global-Atomic-Announces-Proposed-Public-Offering-of-Units/default.aspx
- 16.9.Improvement regarding the financing. Thoughts about this? https://www.globalatomiccorp.com/investors/news/news-details/2026/Global-Atomic-Announces-Dasa-Uranium-Project-Financing-Update/default.aspxThere are 3 parties in the matter who want the mine operational, Niger, Roman and USA. The state of Niger with a 20% ownership stake will have no other incentives than to get this mine operational, it secures them enormous values, USA secures access to a very important source of Uranium, projects like nexgen are a whole dimension when it comes to actually making the project profitable and operational, everything is in place. Yes, there are geopolitical factors, but the state has been very accommodating towards the project and has continuously renewed its support. Regarding dilution, yes, but the values in the project now that this financing is ready are exclusively greater.
- ·18.8.How concerned are you about this otherwise promising stock? Are there any optimists left?🤔🙏24.8.I've trusted the project so far and none of the fundamentals have changed. It is still a huge uranium deposit and the need for uranium will only go up. Obviously it's been a long time without news about the loan, but seeing as the company has continued to make progress with the mine, I don't foresee it going too badly in the future either. If they would not have continued developing, there might've been risk of nationalization (as seen with the gold mine) but I don't see that happening. My largest worry right now is Niger's warming relations with Russia now that Niger-US relations have worsened, but I guess we'll see.
- 14.8.There was practically no news in the Q2 report. It was like copy paste from several previous reports. Future looks pretty grim for Global atomic at the moment. To me it looks highly unlikely that they would ever get any loan from the US development bank taking to consideration the current US - Canada relationship and the fact that Niger is cooperating with russia. There is so much uncertainty around completing the Dasa mine in near future or decade and if it would be completed the current shareholders would very likely to be heavily diluted due to very bad terms for convertible loans and partnerships. Even if the mine would be completed, the likelyhood of it getting confiscated by the locals and letting russians run it are high. I am therefore considering selling my whole stake even at -70% loss. It is still better than 100% loss.Don't you think NDAs on such loans are quite strict, even JVs don't get to know anything before it suddenly happens, often completely independent of what appears in quarterly reports.
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on 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
Vain PDF
49 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
Kirjaudu
- ·1 päivä sittenAre 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.
- 23.9. · MuokattuIt seems that their tactic to secure the rest of funding is more dilution, which I'm fine with. Now that the loan is more or less secured, quickly gaining the missing funding is critical and I don't say no to averaging down. An another way for them to secure the funds could be with offtake agreements with nuclear utilities, but they might not be interested in signing them this much in advance. If that was to happen, the price would probably need to be undercutting the market which wouldn't be a great look unless necessary. https://globalatomiccorp.com/investors/news/news-details/2026/Global-Atomic-Announces-Proposed-Public-Offering-of-Units/default.aspx
- 16.9.Improvement regarding the financing. Thoughts about this? https://www.globalatomiccorp.com/investors/news/news-details/2026/Global-Atomic-Announces-Dasa-Uranium-Project-Financing-Update/default.aspxThere are 3 parties in the matter who want the mine operational, Niger, Roman and USA. The state of Niger with a 20% ownership stake will have no other incentives than to get this mine operational, it secures them enormous values, USA secures access to a very important source of Uranium, projects like nexgen are a whole dimension when it comes to actually making the project profitable and operational, everything is in place. Yes, there are geopolitical factors, but the state has been very accommodating towards the project and has continuously renewed its support. Regarding dilution, yes, but the values in the project now that this financing is ready are exclusively greater.
- ·18.8.How concerned are you about this otherwise promising stock? Are there any optimists left?🤔🙏24.8.I've trusted the project so far and none of the fundamentals have changed. It is still a huge uranium deposit and the need for uranium will only go up. Obviously it's been a long time without news about the loan, but seeing as the company has continued to make progress with the mine, I don't foresee it going too badly in the future either. If they would not have continued developing, there might've been risk of nationalization (as seen with the gold mine) but I don't see that happening. My largest worry right now is Niger's warming relations with Russia now that Niger-US relations have worsened, but I guess we'll see.
- 14.8.There was practically no news in the Q2 report. It was like copy paste from several previous reports. Future looks pretty grim for Global atomic at the moment. To me it looks highly unlikely that they would ever get any loan from the US development bank taking to consideration the current US - Canada relationship and the fact that Niger is cooperating with russia. There is so much uncertainty around completing the Dasa mine in near future or decade and if it would be completed the current shareholders would very likely to be heavily diluted due to very bad terms for convertible loans and partnerships. Even if the mine would be completed, the likelyhood of it getting confiscated by the locals and letting russians run it are high. I am therefore considering selling my whole stake even at -70% loss. It is still better than 100% loss.Don't you think NDAs on such loans are quite strict, even JVs don't get to know anything before it suddenly happens, often completely independent of what appears in quarterly reports.
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt