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Monolith Investments @variance_swap on x 1843 followers
Created: 2025-07-07 15:55:57 UTC
$URG ~$420mm mkt cap, ~$66mm cash.
Lost Creek 1.2mm lbs/yr @ AISC $45/lb - ramp up this year.
Shirley Basin 1.0mm lbs/yr @ AISC $50/lb - start up Q1 '26, $41mm capex.
2024 was horrible (dilution, negative margins), but can they ramp up prodxn successfully this year?
XXXXX engagements
