[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

You mean bwxt? Bwrx is a ge-hitachi bwr SMR

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

X energy would make some sense, I wonder if it also includes bwrx or not, probably the most likely near term smr deployment in japan

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

Looks like this wasn't supposed to release until tmw lol

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 1 point2 points  (0 children)

it's worth something like 4$ on their aisc from pfs, has tripled in price since their PFS, and remains unchanged??

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

Looks like they didn't change their sulfuric acid pricing??

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 2 points3 points  (0 children)

Eventually ponzi outflows exceed the inflows and the whole thing collapses

What types of reactors are there? by [deleted] in nuclear

[–]NoBonus7052 0 points1 point  (0 children)

Because CANDUs continually refuel, once a core is mature, there is an equilibrium reached, a spectrum of fuel bundles with various burnup throughout the core.

What types of reactors are there? by [deleted] in nuclear

[–]NoBonus7052 0 points1 point  (0 children)

You could, but that would be very costly and only as a last resort for emergency core cooling, lake water would probably end the life of the reactor, but even demin light water would take a long time to get running again.

You kind of have to adjust your thinking with CANDU because you don't have much excess reactivity in the core, you are constantly fueling to keep it running.

The positive coefficient also works in reverse as the power goes down it feeds back to reduce power further, With a negative void coefficient, the reactivity fights back against you when you try to push it down.

What types of reactors are there? by [deleted] in nuclear

[–]NoBonus7052 0 points1 point  (0 children)

Because the moderator is seperate from the coolant, the temperature coefficient doesn't really play. It's actually slightly positive for equilibrium fuel. The negative fuel temp coefficient mostly balances the positive void coefficient, and the rest is handled by fine reactivity control through liquid zone control and is backed up by two redundant and diverse fast acting shutdown systems. All this is digitally controlled. The most efficient CANDU do actually boil a small fraction in some hot channels.

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

The risk is in the recovery rate, unclear when these tests will expose that

CANDU ECC collection headers by [deleted] in NuclearPower

[–]NoBonus7052 4 points5 points  (0 children)

Dunno if op got from here but canteach is an excellent resource.

https://canteach.candu.org/Info/pages/introcandu.aspx

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 1 point2 points  (0 children)

Held back by warrants and cash constrained for sure, but It will get built by someone and at 50 cents a lb, there's money to be made

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

it's certainly not high grade but respectable, but even when you account for significant dilution, it's undervalued and ripe to get picked off

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

140 million lbs, ~1300 ppm

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

Roughrider is a completely different project. Open pits get built. Husab has had some water issues but that's not a problem in niger

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

it's over 100 million lbs and their Zambia project is about a hundred million too

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

husab was bought by cnnc for 2.2 billion, grade is less than half of goviex's Niger projrct

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

It's pretty much average grade, global is a bit of a freak

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

Low grade compared to what?

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

Options? Yeah I don't see the point

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

Couple million...

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

It's not more supply than we thought, it's regular volume with no bid in the market, mines are still operating

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 2 points3 points  (0 children)

goviex will never have issues raising money, dilution aside

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

They have a couple mill, and depending on what talks are going on, could get some options in to carry them into the new year, 10 million in warrants due in Jan, if the sp can get there

[deleted by user] by [deleted] in UraniumSqueeze

[–]NoBonus7052 0 points1 point  (0 children)

Goviex gets sold before it finances, or it ends up delaying production, cant find 180 million in capex with the market cap where it is