Member Info for Toffers

"Supply gap to collide with surging demand

From a structural perspective, the market is grappling with a widening supply deficit: global production in 2024 met just 80 percent–90 percent of reactor demand, with the shortfall made up through inventories and spot purchases—a buffer that is fading fast.

Meanwhile, development pipelines are thin, projects suffer regulatory delays, and geopolitical constraints—including Russia sanctions—further limit available supply options. Further compounding the issue are the 69 nuclear reactors that are in the process of being built, in addition to the 440 operational reactors around the globe.

The need for uranium is especially prevalent in the US where 45 million pounds are consumed annually, while the country produces roughly 1 percent of that.

In an effort to remedy this discrepancy, President Trump issued several Executive Orders in early 2025 and targeted energy production in his “big beautiful bill”.

Included within these measures Trump has proposed an increase in nuclear energy targeting 400 gigawatts by 2050.

The uptick would mark a fourfold increase from the country’s current 100 gigawatts of capacity—far exceeding the International Atomic Energy Agency’s projected range of 89 to 142 gigawatts for all of North America.

If realized, this expansion would push U.S. uranium demand from about 50 million pounds of U3O8 equivalent annually to nearly 200 million pounds—an amount that alone would nearly double current global mine output, which UxC estimates at 164 million pounds for 2025.

“The US is signaling a once-in-a-generation commitment to domestic uranium independence and advanced nuclear deployment,” wrote Sprott’s Jacob White, in a June uranium report.

While the scale of future demand will depend on execution challenges such as permitting, grid infrastructure, and financing, analysts say the scenario presents “asymmetrically positive” risk, offering potential upside to long-term uranium demand forecasts."

investingnews.com/uranium-forecast/

Plenty of buys now coming through, they're switching.

No consolidation on the one I'm talking about

384.85m

Market Capitalisation £17.90m

Chicken feed

They can take a lot more yet, there are companies on AIM who have x5, x10 this number of shares, and no one bats an eyelid, there's one I can instantly think of, has nothing, same sp as this, and has 2.95bn of shares floating around.

It's coming!

Blubay, I've gone back and forth over Nishant's resume and experience. Open your eyes, unless you have another agenda here. I find you an irritant, so filtered now.

Morning McNol :):)

Same source

"In the thick of an M&A transaction, it’s easy for the executive team to lose sight of the forest for the trees. This is where the non-exec brings invaluable perspective, helping the team contextualize each negotiation and maintain focus on the end goal. They play a crucial role in sustaining morale, offering support, and ensuring that the board does not succumb to deal fatigue.

In the high-stakes realm of M&A, a non-executive director is not just a luxury; they are a necessity. They provide a unique blend of experience, objectivity, and strategic insight, guiding the executive team through the complexities of corporate transactions. Their contribution goes beyond the boardroom, ensuring that the company not only survives the M&A process but thrives in its aftermath. In the intricate ballet of corporate restructuring, the non-exec is indeed the unsung hero, orchestrating success from behind the scenes."

Same source

"The emotional intensity of M&A transactions cannot be overstated, and this is where a non-exec shines. They possess a keen understanding of board dynamics and shareholder relationships, ensuring that roles are allocated optimally and that trust remains intact throughout the process. They act as a conduit for communication, preventing feelings of exclusion or marginalization among board members.

Furthermore, the non-exec navigates the delicate task of building relationships with external parties, from potential investors to acquisition targets. They strike a balance between formal negotiations and informal interactions, ensuring that all parties remain engaged and positive about the deal."

"A seasoned non-exec brings a critical eye and invaluable experience to the M&A preparation phase. They guide the executive team in scrutinizing potential transactions, setting realistic goals, and delineating clear roles and responsibilities. Their familiarity with the intricacies of disposals, fundraising, and due diligence processes ensures that the board neither underestimates the investment of time required nor overlooks any detail.

Moreover, a non-exec becomes an essential mediator in selecting and managing external advisers, helping the board to navigate the crowded landscape of M&A advisory firms. With their network and experience, they can identify the most suitable advisers based on criteria such as sector expertise, resource capacity, and geographical reach, ensuring that the company is in good hands throughout the transaction."

source: LinkedIn

and there's plenty more out there

Blubay, you are an absolute thorn in everyones sides here.

If he's not working on anything as you state, then there's no point in him coming in to the company is there! Go away Blubay, look at his resume, he's been drafted in for a purpose, he will be assisting and advising the Board and probably helping to negotiate bearing in mind his extensive contacts with the UAE and Far East.

London_ it takes time, it might not even be by end of 2025, but imo it would make sense. He might also be working on a Blue Star acquisition!

No further announcement as yet.

GOOD SIGN! :)

Now it gets interesting, the shackles are off, and Nishant can do whatever it is he has been brought in to do. I'm expecting a JV to be announced fairly soon I hope for Rukwa. I think that has been the hold up. The shackles are off, let's go. It then leaves Lorna free to concentrate on Colorado more. I still think they will take Blue Star out given a chance. my views.

Longtimeinvestor, you're a shorter who has probably suddenly been caught with his pants down. Look at the recent RNS's, majority of which refer to acquisitions, look at what the company states in their RNS's at the top, "key interests in uranium and gold projects," have you actually done any research in to URANIUM, what it is used for, and the DEMAND for it? I suspect not, because shorters aren't investors so don't bother, they just shout their mouths off on forums that they are not actually invested in, and have multiple handles that they talk to themselves with and tick up their own posts.

ALL RISE :)

54p not so long ago, marched down to base virtually by the shorters and back up again tomorrow with them switching to longs! All good fun! Where's Anxiety?

Oh the Grand Old Duke Of York! :)

Looks like this will be rising tomorrow :)

"There are now no further Prepaid Warrants outstanding."