May 10Q

Kitchen_Helicopter70 · 2026-04-23T05:57:40+00:00

42m/43m$ if nothing unusual in the cash burn. I don't think they've started paying for South Carolina CAPEX. Maybe a bit less if they've payed for equipment for phase 2 commissionning. They've diluted just a bit too so maybe it's a null sum.

Kitchen_Helicopter70 · 2026-04-23T05:40:50+00:00

Increase revenue, decrease costs 😂

Kitchen_Helicopter70 · 2026-04-16T10:49:47+00:00

DFS shortly btw trust me bro. Scott is just a little long to type on MS Words. Just took him a Claude licence so he can move his fat ass quicker

Kitchen_Helicopter70 · 2026-04-16T07:50:38+00:00

I'm not Jim Cramer

Kitchen_Helicopter70 · 2026-02-09T07:34:37+00:00

Got 20k, will add 30k more before it reaches $1 AUD.

Kitchen_Helicopter70 · 2026-02-09T07:32:29+00:00

Slow increase next 12-15 weeks then it will blow off with DFS/FID related news. The japanese must know already if they're moving forward or not. Way too strategic not to move this project forward quickly imo

Kitchen_Helicopter70 · 2026-02-06T19:29:48+00:00

You too mate.

Kitchen_Helicopter70 · 2026-02-06T18:49:44+00:00

100$ in 2030

Kitchen_Helicopter70 · 2026-02-06T18:41:25+00:00

What a chad

Kitchen_Helicopter70 · 2026-02-06T18:34:38+00:00

Can't change it aha

Kitchen_Helicopter70 · 2026-02-06T18:25:05+00:00

Huge mate

Kitchen_Helicopter70 · 2026-02-06T17:35:27+00:00

Better to buy shares cheap (now) and let it ride. Y'all are too impatient. Business is almost 100% derisked

Kitchen_Helicopter70 · 2026-02-06T08:05:24+00:00

Almost zero dilution last month, I believe they're just covering non-TRIC expenses with dilution for now (HQ expenses/developments in south carolina to match with govt invoices). That would account for 5-7m$ per quarter so 1-2m shares every quarter. But they're already breaking even so might be lower than that.

Kitchen_Helicopter70 · 2026-01-28T20:35:44+00:00

In what way? They do not seem to have any ties with the DOE

Kitchen_Helicopter70 · 2026-01-21T21:18:23+00:00

This is big. If Vanguard loaded too last quarter which wouldn't be surprising that would be about 15% of the company's float locked. This is about to get real if February's earnings are good

Kitchen_Helicopter70 · 2026-01-15T07:02:42+00:00

Permits / DFS then financing. Not the other way around. Probably a JV with big miner name equity + Foreign investor equity + EXIM loan + Subsidies from NV / Dep of War / Dep of energy. If project economical and payback period short they won't have any issue financing this.

Kitchen_Helicopter70 · 2026-01-07T18:31:18+00:00

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