Uranium Energy Bulls WKN: A0JDRR ISIN: US9168961038 Forum: Aktien User: Chris_90_

Bitte in Zukunft bei Global Atomic ich glaube ausser mir ist hier keiner weiter investiert (bitte korrigieren falls ich mich täusche)

Brief summary of the Global Atomic (TSX: GLO) update (January 2026): Global Atomic has just announced a major financing round to continue the development of its Dasa uranium mine in Niger. This includes: • A non-brokered private placement of up to ~C$50 million • A fully underwritten, bought deal of C$25 million (with a 15% over-allotment option) • Price: C$0.88 per unit (1 share + 1 warrant) • Total new shares + warrants: approximately 89.5 million • Gross proceeds: ~C$75 million now, plus potentially another C$100 million if all warrants are exercised (at C$1.15 over the next 3 years) This is a significant dilution for existing shareholders – the author calls it a "gut punch" and is not happy about it himself, even though he understands the need. Why now and why so much? • Project financing negotiations with the U.S. International Development Finance Corporation (DFC) are taking longer than hoped → there is no certainty yet that the project will be on the agenda soon. • By raising substantial capital now, the company avoids the risk of having to raise funds later (in the event of a delay or bad news) at a much lower price. • The money brings their own contribution well above the minimum required by the DFC → better negotiating position. • Many investors apparently only wanted to participate with the 3-year warrants as an added upside. Cash position & burn rate • Historical consumption (2025): an average of ~C$24–25 million per quarter (or ~C$8 million/month) in full development mode. • After all recent raises (including this ~C$75 million), the author estimates that they will have approximately ~C$85 million in cash after costs and fees. • That gives a much longer runway — even if the DFC takes months, they can continue (although perhaps a bit slower if absolutely necessary). What's the investor's current position? • Negative: significant dilution, share price has recently come under significant pressure (often a 20–25% drop after such an announcement), uncertainty surrounding the DFC timing and the geopolitical Niger risk remain. • Positive: the company now has much more breathing room, can continue development, and the risk of an emergency (depleted funds = project at a standstill) has been significantly reduced. According to the author, the long-term thesis (a very good uranium project in a world with growing demand) remains intact. • The author remains cautious: this is not yet the time to aggressively buy more. Frustration is understandable, but it does increase the likelihood that Dasa will eventually be financed and come into production (still expected around 2027–2028). In short: a bitter pill in the short term (lots of new shares, lower price), but it increases the project's chances of survival and ultimate success. Much still depends on the DFC decision in the coming months.

45 Jahre Herr der Ringe...ist aber immer noch schön.....meistens 😉....

Ey @Chris_90_ der pennt immer bis Mittags ⏰ aufstehen Mann wir brauchen deine Expertise oder besser ich brauch dich alter Freund 😆 was ist heute 📉oder 📈

Sind be 15 Jahren und wie bei dir.😜

19 Jahren the Ring of Fire 🔥 Hab aber auch ne richtig coole heiße Perle 🤤 Da fällt mir ein muss mal kurz weg….

Diese Information fand ich sehr wertvoll. Vielleicht können die anderen dir noch sagen, ob du eine Korrektur abwarten solltest, bevor du einsteigst.

Ich habe mich dafür entschieden.