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Posted on 7/16/26 at 7:02 am to supadave3
quote:
I predict $5.94 End of day.
$6.10 high, $5.79 close.
Posted on 7/16/26 at 7:21 am to FieldEngineer
I’m nowhere near y’all’s expectations for today. Long term I am bullish but I just feel beaten up the past month or so.
This post was edited on 7/16/26 at 7:22 am
Posted on 7/16/26 at 7:30 am to JperiodCperiod
quote:
I’m nowhere near y’all’s expectations for today
Same. I'm in the $4.40-$4.80 at close
Posted on 7/16/26 at 7:45 am to Dock Holiday
Is appreciate If someone can give a quick recap of the investor call.
I can’t wait until after work to get the scoop.
I can’t wait until after work to get the scoop.
Posted on 7/16/26 at 7:48 am to supadave3
Seems pretty high level summary - I have not learned a lot new so far - just company confidence
Posted on 7/16/26 at 7:52 am to igoringa
Build out expected to cost $8 million at first including 6 reactors.
Burn rate 800K so cash flow not an issue.
Hope sales (no announcement) will fund future expansion.
Phase 1 can reach 400 tonnes with expansion to 800 tonnes.
Feel if nee more they gan use Western international locations potentially.
Government talk seemed really high level and generic
Clarified Bellville can expand to several thousand tonnes.
Confidence related to applying for and receiving government grants
Burn rate 800K so cash flow not an issue.
Hope sales (no announcement) will fund future expansion.
Phase 1 can reach 400 tonnes with expansion to 800 tonnes.
Feel if nee more they gan use Western international locations potentially.
Government talk seemed really high level and generic
Clarified Bellville can expand to several thousand tonnes.
Confidence related to applying for and receiving government grants
This post was edited on 7/16/26 at 8:00 am
Posted on 7/16/26 at 8:01 am to igoringa
I’m changing my prediction. Don’t think this moves the needle much, if any.
Posted on 7/16/26 at 8:01 am to igoringa
quote:
can use Western international locations potentially.
That is very interesting
Posted on 7/16/26 at 8:04 am to igoringa
Sounds like the timeline misses have taught them lessons.
Just avoid them.
Just avoid them.
Posted on 7/16/26 at 8:06 am to FieldEngineer
I think it'll dip below $4.00 today
Posted on 7/16/26 at 8:07 am to FieldEngineer
quote:
I’m changing my prediction. Don’t think this moves the needle much, if any.
#metoo She spoke beautifully, in generic platitudes. She took great pain to avoid details and specifics on anything. When questioned about anything specific, she bypassed the question and gave information on things we have known for a long time.
I asked questions about specific dates for specific events. My questions were not presented to her.
Posted on 7/16/26 at 8:09 am to igoringa
Good call and good info, though I doubt it does much for the share price. But this call tells me KB has learned 2 things: (1) Communicate more, even if it’s not ground breaking info; and (2) Don’t write big checks on timelines.
Posted on 7/16/26 at 8:11 am to zzgobucky
Yep it will dip most likely.
Nothing burger of an updates call.
I think a lot of folks were wanting to her detailed updates on the redomicle but it was barely mentioned by KB other than stating it was complex…well no crap.
The IR guy might have shield her from those types of questions. I mean he gave her dumb arse one about Hydergraph branded shipping trucks…wth?
Oh well more waiting
Nothing burger of an updates call.
I think a lot of folks were wanting to her detailed updates on the redomicle but it was barely mentioned by KB other than stating it was complex…well no crap.
The IR guy might have shield her from those types of questions. I mean he gave her dumb arse one about Hydergraph branded shipping trucks…wth?
Oh well more waiting
Posted on 7/16/26 at 8:50 am to masoncj
Well, I just had over 26k shares go out on loan.
Posted on 7/16/26 at 9:07 am to NaturalBeam
As some of the other posters noted, they really didn’t even need to have this call
They had good momentum after the gas plant announcement
Basically what they reaffirm is that they’re an excellent financial shape, but they don’t have any customers and no firm update updates on the re domicile
Just a very blah type of update
I personally wouldn’t have given it
They had good momentum after the gas plant announcement
Basically what they reaffirm is that they’re an excellent financial shape, but they don’t have any customers and no firm update updates on the re domicile
Just a very blah type of update
I personally wouldn’t have given it
Posted on 7/16/26 at 9:22 am to masoncj
It's almost like they saw the share price dip below $3 on Monday and quick announced the gas plant and set up this call as a response
Posted on 7/16/26 at 9:22 am to masoncj
Well in fairness, haven't we all been asking for more updates? If there's nothing to report, you can either continue to say nothing and watch the stock price fall, or at least give some "updates" in the form of assurances.
I don't mind it. It was probably pumped up from yesterday as people thought they could be announcing some 1,000 ton PO, and now that they didn't, we're back to where we were after Tuesday and the announcement of the gas contract.
I thought the call today was fine. Those who are disappointed in it probably had some unrealistic expectations.
I don't mind it. It was probably pumped up from yesterday as people thought they could be announcing some 1,000 ton PO, and now that they didn't, we're back to where we were after Tuesday and the announcement of the gas contract.
I thought the call today was fine. Those who are disappointed in it probably had some unrealistic expectations.
Posted on 7/16/26 at 10:03 am to FieldEngineer
quote:
I’m changing my prediction. Don’t think this moves the needle much, if any.
I said on the Discord that I thought the price was going to go down because of profit takers, based on the fact that this call was just a clarification of what we learned 2 days ago.
Within 1/2 hour of opening, the same people that criticized me were "manspaining why the price was going down."
At any rate, it appears that Kjirstin is being very pragmatic and trying to to set expectations for "Bonkers" level stock prices. They are moving forward to meet known demand, and it is slow and steady.
Having said that, I think at some point in 2027, we will see a large contract come out of the blue, with the government or a large corporation that will make this stock go parabolic. Just my gut feeling. They are laying the groundwork for doing this piece by piece and making sure they have the ability to scale up in a hurry if they have to.
Posted on 7/16/26 at 12:23 pm to Jax-Tiger
This clip from the call makes me feel warm and fuzzy. Either she was humored by the question or is giddy of what she knows is in the pipeline.
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