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Q3 FY2026 results with EPS of PKR 1.9. This is a massive upgrade significant: annualised EPS is ~PKR 2.53, the P/E at PKR 16 is now just 6.3×, and the forward earnings trajectory and valuation waterfall all need updating upward.
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$IREN Flashnote from Macquarie after today's Australia news. As expected, no target price raise, since as I've shared in the past, most analysts don't value non operational capacity - specially capacity this far our (2028). Still a positive note.
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Nuestro economista jefe, @AlexfusteAlex, nos muestra hoy en su #FlashNote una selección de los datos recientes sobre #Europa. Para más detalles👉 buff.ly/xNFS25W
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The World and Word Flashnote from Jono !!!
ASX #URANIUM FLASHNOTE⚡️ The sky has not fallen! Strong days trading on North American markets should provide a good lead in to ASX open! (and 👀👀👀 even the WA Mining Minister is mentioning URANIUM! See below!!) $CXU 📈OIL SHOCK CONCERNS HAS JUST TURBOCHARGED THE NUCLEAR RENAISSANCE. Hence, today’s cartoon. A brief summary of some of the key headlines affecting the U trade (and sentiment) over the last couple of days: 1. EU Head Ursula von der Leyen calls Europes prior move away from nuclear as a “Strategic Mistake”. This follows Germany’s Chancellor Merz admitting Germany’s shutting off of perfectly good nuclear plants as the same thing. It also seems Taiwan, having done the same thing as Germany, is now ALREADY, only a year later, realising the same. x.com/quakes99/status/203137… 2. Isodope asks some very good questions about how “energy experts” got the energy transition so wrong. Vested interests from powerful lobby groups, perhaps? We certainly have that in Australia. x.com/isabelleboemeke/status… 3. Will Indian Point get restarted, after being shut in 2021. No reason why it can’t be. Will join the LONG LIST of restarts; lots of low hanging fruit for the US to deliver more electrons to a grid that is hungry for them. 4. New CEO at BP a “fossil fuel hardliner”; notably showing the “green pivot” which saw disastrous investments in things like green hydrogen, is over. NOW SOMEONE PLEASE TELL AUSSIE ENERGY MINISTER CHRIS BOWEN! rechargenews.com/markets-and… 5. The fact the Uranium doesn’t need to go through the Straits of Hormuz is obvious. Nuclear was an answer to the oil shocks of the 1970s (ie, why France went nuclear, to reduce reliance on oil imports). Well, its all happening again. x.com/stokdog/status/2031404… 6. South Africa has signed up to be the 34thcountry to the Triple Nuclear Pledge. They have big plans; question over affordability? And which tech to choose? 7. Hold that thought - 4 more countries - China, Brazil, Italy and Belgium have now signed up bringing the total to 38! world-nuclear-news.org/artic… 8. Australia's Northern Territory has added uranium to its Critical Minerals List! A great initiative; and precedent for others (WA, QLD, Federal) to follow: linkedin.com/posts/jonathan-… 9. And wouldn't you know, even the WA Mining Minister has been mentioning uranium! linkedin.com/posts/davidmich… 10. Bit of a slow day for ASX announcemnets though. $DYL new CEO Greg Field is making changes, appointed new Chief Legal Officer, Jennifer Mintz 🙏As always, please LIKE, COMMENT and REPOST to distribute to your own networks! And give me a FOLLOW to stay up to date!
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ASX #URANIUM FLASHNOTE⚡️ The sky has not fallen! Strong days trading on North American markets should provide a good lead in to ASX open! (and 👀👀👀 even the WA Mining Minister is mentioning URANIUM! See below!!) $CXU 📈OIL SHOCK CONCERNS HAS JUST TURBOCHARGED THE NUCLEAR RENAISSANCE. Hence, today’s cartoon. A brief summary of some of the key headlines affecting the U trade (and sentiment) over the last couple of days: 1. EU Head Ursula von der Leyen calls Europes prior move away from nuclear as a “Strategic Mistake”. This follows Germany’s Chancellor Merz admitting Germany’s shutting off of perfectly good nuclear plants as the same thing. It also seems Taiwan, having done the same thing as Germany, is now ALREADY, only a year later, realising the same. x.com/quakes99/status/203137… 2. Isodope asks some very good questions about how “energy experts” got the energy transition so wrong. Vested interests from powerful lobby groups, perhaps? We certainly have that in Australia. x.com/isabelleboemeke/status… 3. Will Indian Point get restarted, after being shut in 2021. No reason why it can’t be. Will join the LONG LIST of restarts; lots of low hanging fruit for the US to deliver more electrons to a grid that is hungry for them. 4. New CEO at BP a “fossil fuel hardliner”; notably showing the “green pivot” which saw disastrous investments in things like green hydrogen, is over. NOW SOMEONE PLEASE TELL AUSSIE ENERGY MINISTER CHRIS BOWEN! rechargenews.com/markets-and… 5. The fact the Uranium doesn’t need to go through the Straits of Hormuz is obvious. Nuclear was an answer to the oil shocks of the 1970s (ie, why France went nuclear, to reduce reliance on oil imports). Well, its all happening again. x.com/stokdog/status/2031404… 6. South Africa has signed up to be the 34thcountry to the Triple Nuclear Pledge. They have big plans; question over affordability? And which tech to choose? 7. Hold that thought - 4 more countries - China, Brazil, Italy and Belgium have now signed up bringing the total to 38! world-nuclear-news.org/artic… 8. Australia's Northern Territory has added uranium to its Critical Minerals List! A great initiative; and precedent for others (WA, QLD, Federal) to follow: linkedin.com/posts/jonathan-… 9. And wouldn't you know, even the WA Mining Minister has been mentioning uranium! linkedin.com/posts/davidmich… 10. Bit of a slow day for ASX announcemnets though. $DYL new CEO Greg Field is making changes, appointed new Chief Legal Officer, Jennifer Mintz 🙏As always, please LIKE, COMMENT and REPOST to distribute to your own networks! And give me a FOLLOW to stay up to date!
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MONDAY MORNING ASX #URANIUM FLASHNOTE⚡️ Where will ASX U go this week? Iran? Oil? Hormuz? BigTech? Different factors pulling traders minds in different directions… My thoughts on Iran and uranium risk: U is very much a sentiment trade. Whilst there is minimal risk to the overall nuclear growth story; having sensationalist media reporting isn’t helping. Too many punters who don’t fully appreciate the detail may hear of enriched uranium in Iran – media are screaming it constantly – and decide just to turn down the trade until it passes. Not helpful; but that might provide counter cyclical opportunities. 1. I have commented many times how excited I am about opportunities in Japan for uranium supply. They are getting their game back on in the nuclear space, big time. Reporting about a huge $100b deal with Westinghouse! x.com/SloCan68/status/203071… 2. Japanese nuclear growth is not only good for reactor developers; their sector also needs Fuel; and Australia has traditionally been a large beneficiary of Japanese uranium demand.#watchthisspace 3. Whilst spot U price is around $85; Cameco’s Term price has printed at $90! Symptomatic of a market which is seeing more tightness in the medium term than it does in the short term. 4. $BOE put out an announcement on Thursday that rain had impacted Honeymoon production – having a once in ~10 yr rain event in inland Australia recently. Movement of reagents to site restricted, but full year guidance maintained. 5. $BOE has recorded a MASSIVE DROP in short interest, down 3.5% to 12.5% (data a week old). Now at its lowest point in a year. $PDN also down to 9.66%; again roughly at 12 month lows. 6. Weird thing last week – market speculation that $DYL was going to do a raise; forced into a trading pause to respond (in the negative); stock still sold off. Is it because the market is still convinced a raise must be coming at some stage? 7. $BMN has made some board changes, with CEO Gavin Chamberlain becoming MD; and Danny Goeman to NED. 8. Nexgen has got construction approval for Rook1; planning to begin construction later this year! That short trade not working out so well in the short term (pun intended!) for Culper Research? Although, a number of points in the report did resonate for longer term risk… 9. $CXU put out a project update last week; we are not standing still! x.com/CxuAsx/status/20289743…

ALT Happy Monday Minions GIF

Cauldron is pleased to provide an update on our world class Yanrey #uranium project. We are not standing still. Multiple work streams progressing on the project as we also advocate for policy change. Full link is provided by @mountaingoat672 below - beat me to it! Any questions - pls engage in the comments below! $CXU
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FLASHNOTE FOR ASX #URANIUM $CXU $AGE $TOE $BOE $DYL $PDN 1. Spot price up a touch to $88.75 (@uraniummarkets) 2. RIU conference has wrapped – with fantastic uranium presentations from me and from $AGE. See my video: linkedin.com/posts/jonathan-…. Talk of the conference for us was our HUGE 32% resource update, but also how much BIGGER this will get with our next, already funded drill campaign! See pic below of my slide explaining this! 3. Data centres are HUNGRY!! x.com/zerohedge/status/20241… 4. $PEN put out a project update on Lance commissioning. On track with ramp up; but a few issues coming up as they always do; they are being addressed. Honest update, market seemed to appreciate it. 5. It has been African uranium site visit week following the big conference in Cape Town; spoke to many brokers about this; a lot of talk about the onsite difference between progress at $BMN and $DYL. Guess who comes out on top on that one?? 6. Great to see ISR uranium progressing around the globe; this time in Canada: x.com/danishnuclear/status/2…. ISR is the most sustainable way to mine uranium! 🙏As always, To keep up to date with latest industry news please give me a FOLLOW and also please REPOST to get the newsflow out to your broader networks!
Boom Denisons Wheeler river uranium project just got permitted. Low cost ISR mining in the high grade Athabasca. if Denison can pull this off its gonna be a money printing machine💵💴💰
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NEW FLASHNOTE - Covenant Al: The Permissionless Al Lab
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JUNIOR ASX #URANIUM FLASHNOTE $CXU 1️⃣Very High volumes in US overnight. 2️⃣CCJ a beast. 3️⃣Spot not taking a breath up another $2.25 to $92.25 (numerco) 💪Expect decent volume for asx equities mixed with a little FOMO. 🔥And this type of sentiment and momentum is when the juniors really start to FLY.

ALT Plane Airplane GIF

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NEW FLASHNOTE - Aero Merger Update: Metadex03 and Cross-Chain Expansion
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Sierra Madre is pleased to share that VSA Capital has increased our target price to C$1.75 per share, reaffirming a BUY rating. 🔗 Read the full @VSACapital Flashnote in their latest research update at vsacapital.pulse.ly/waqp6jkr… $SM.V | $SM | $SMDRF
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V2 is where the magic happens ☀️ Thanks @0xMetaLight for your analysis and for covering Glow in @blockworksres' latest Flashnote 👇
1/ Glow scaled from under $100K to $20M in solar deployments in under 12 months, but V1's rigid carbon-maximizing design excluded most participants. V2 redesigns the protocol to democratize access while preserving competitive efficiency.
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NEW FLASHNOTE: Glow V2 - Democratizing Decentralized Solar
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MARK YOU SAVAGE - CALLING BOTTOM TODAY WAS SUCH A GOATED CALL @MarkNewtonCMT thanks for your flashnote this morning
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NEW FLASHNOTE: Cloudflare's NET Dollar: Crypto's Web Infrastructure Stablecoin
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🇪🇺📣⚡ The fourteenth edition of our Flashnote for 2025 is out now: mailchi.mp/euraxess/ausnz-fn…. We focus on: 🔹 Horizon Europe Roadshow New Zealand 2025 🔹 EU and Australia open exploratory talks on association to Horizon Europe 🔹 MSCA-GLOPOL: A new initiative to strengthen international cooperation in Marie Skłodowska-Curie Actions 🔹 MSCA Postdoctoral Fellowships 2025 receives record number of proposals: Strong numbers involving Australia & New Zealand 🔹 MSCA Public Dashboard: Now Available 🔹 In focus: The EU’s Green and Digital ‘Twin Transition’ 🔹 Country Profile: North Macedonia 🔹 Recording: European Research Council Grants for Top Researchers from Anywhere in the World @EUinAus, @EUinNZ #Research #Innovation #Opportunity #HorizonEurope #HorizonEU #MSCA #ERC
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🌍 EURAXESS Africa Flashnote #33 2025 is out today! 🎯 This edition features highlights from the recent AU-EU High-Level Meetings and Innovation Fair held in Brussels, along with information about an upcoming event. 🔗 Read the full Flashnote here: lnkd.in/dqVCKHrb
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NEW FLASHNOTE: Akash Starcluster - Scaling Decentralized AI Infrastructure
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