NVDA
NVIDIA
-- 128.910 TSLA
Tesla
-- 440.130 MU
Micron Technology
-- 103.900 QUBT
Quantum Computing
-- 25.680 PLTR
Palantir
-- 71.510 
(Saturday, December 7, 2024) 💥 I will put the investment in $LEU on hold ❗
本日、とまと氏の投稿から、$LEU(セントラス)の新事業に関する評価レポートの情報を確認し、以前「投資推奨」した当銘柄への投資を保留としたので以下にご紹介するモン！
とまと氏投稿:
レポート本体リンク:roguefunds report by jacob rowe
🟦レポートの抜粋①
・セントラスは施設が非常に小規模。
To operate as a business, additional funding of more than 4 billion dollars is needed, but due to excessive debt, self-funding is not possible!
(Following are my thoughts)
I felt that the $LEU wasn't growing much, perhaps due to lack of capacity. lol (see red line in the figure below)
I knew that cash flow was tight from the financial statements. As things were going downhill, currently, uranium stocks are a no-go.
I knew that cash flow was tight from the financial statements. As things were going downhill, currently, uranium stocks are a no-go.
Excerpt from report 2
- $LEU (Centras) has no funding,
- Production cannot start until 42 months after receiving funding.
- Production cannot start until 42 months after receiving funding.
(Following are my thoughts)
Without a new government policy to revitalize it, will it remain stagnant for more than 3 years!
Without a new government policy to revitalize it, will it remain stagnant for more than 3 years!
Summary
For the time being, we might need to keep an eye on uranium.
What will the US government do? Is the plan for self-produced HALEU now abandoned?
For the time being, we might need to keep an eye on uranium.
What will the US government do? Is the plan for self-produced HALEU now abandoned?
(Above 2024/12/7 14:08 Nekokumamon)
(X link)
x.comPost by Mr. Tomato
x.comExcerpt from the report ①
x.comExcerpt from the report ② & Summary
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