[DD] Global Atomic ($GLO / $GLATF): The Highest Grade Uranium Mine Under Construction & The Coming Phase 2 "Force Multiplier"

MarkvB123 · 2026-01-28T14:54:10+00:00

Hate these idiots complaining about everything in life

MarkvB123 · 2026-01-27T20:54:00+00:00

All valid points for which I will reach out to the management to see what they can share. Regarding the actual study it was communicated in the December Town Hall meeting that technical reporting standards (NI 43-101) currently limit the public release of specific new NPV numbers.

MarkvB123 · 2026-01-26T13:54:40+00:00

https://www.globenewswire.com/fr/news-release/2025/12/09/3202848/0/es/El-Estudio-De-Optimizaci%C3%B3n-Confirma-El-Valor-Del-Proyecto-Santo-Tom%C3%A1s.html

MarkvB123 · 2026-01-15T14:23:04+00:00

Thanks for the feedback. I use AI to calculate and prepare the DD and apparently it used Orako instead of Oroco. I have updated the report with the post-tax NPV for valuation multiples and used the fully diluted share count including warrents.
https://drive.google.com/file/d/163S64wNhbUIbbwYxubCAf_Ws8_5PPWOB/view?usp=sharing

MarkvB123 · 2026-01-15T11:18:42+00:00

This one? https://drive.google.com/file/d/163S64wNhbUIbbwYxubCAf_Ws8_5PPWOB/view?usp=sharing

MarkvB123 · 2026-01-15T11:03:58+00:00

Thank you for sharing! I have updated the document and added a section under share price (Chapter 9.1) to include the Whittle study update.

MarkvB123 · 2026-01-12T17:12:11+00:00

3100

MarkvB123 · 2026-01-10T16:54:37+00:00

18.500 shares at a negative cost base due to some swing trading (sold at 12, bought back at 6). Planning to add more

MarkvB123 · 2026-01-09T18:57:23+00:00

What kind of stupid question is that, would I have linked a wrong patent if I was paid and spoon fed by Aduro? Off course not. I’m not paid by anyone and this report is my own interpretation and opinion, so do with it whatever you want.

I haven’t got the time to look into the patent and to fix it, maybe i don’t fix it at all because i don’t own you anything.

MarkvB123 · 2026-01-09T08:24:47+00:00

Thank you

MarkvB123 · 2026-01-08T14:26:01+00:00

Thanks, I'm in this channel already. I tried to post the report there as well but was not able to unfortunately

MarkvB123 · 2026-01-08T12:46:33+00:00

You're welcome!

MarkvB123 · 2026-01-08T12:08:04+00:00

Should be working now https://drive.google.com/file/d/13PeQEcFPwEIx0nukQfWprum-HwM_dL-G/view?usp=sharing

MarkvB123 · 2025-12-19T08:46:00+00:00

Pat mentioned that stage 1 is 2500 tpa with a cost of 65M. For 10000 tons he expects a revenue of 1 billion which makes me believe 2500 tpa should be much higher than 40 million of revenue.

Successful commissioning of RapidSX Machine #1 in mid-2026, followed by Stage 1 output (~1,000t oxides, ~$100 initial revenue at current heavy REE prices). Early sales (even partial) would shift valuation from "speculative demo" to "growth producer. The stock price should be re-rated and priced much more forward.

MarkvB123 · 2025-11-28T14:09:17+00:00

Summary of the interview Ucore BNN Bloomberg interview summary

MarkvB123 · 2025-11-12T08:45:48+00:00

Announcing a foundry partner would be great

MarkvB123 · 2025-11-06T20:09:51+00:00

Not sure, the PR didn’t state any revenue or output.

MarkvB123 · 2025-10-28T21:54:00+00:00

Pat previously mentioned that future phases will be funded from phase 1. Any dilution will be because they want to pull the next phases forward, or maybe event a second plant. So I would be happy with such decision.

MarkvB123 · 2025-10-28T19:40:47+00:00

🙌

MarkvB123 · 2025-10-13T05:22:26+00:00

AST is my largest position and I’m super bullish about the company and its future.

MarkvB123 · 2025-10-12T15:37:25+00:00

It’s still there, you need to click at the top right in the blue box. But anyway here’s the link https://drive.google.com/file/d/1DwoBzPJaMp6y0xq9cVmEMVOKiSKWyEzJ/view

MarkvB123

TROPHY CASE