[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Anders [@Swedish_uranium](/creator/twitter/Swedish_uranium) on x 4545 followers Created: 2025-07-19 11:44:57 UTC Will $GLO get the loan from DFC or not? What happens if they don´t? Here are some reasons DFC would accept the Dasa project in #Niger: X. US utilities need the #uranium as the US mines cannot produce enough. X. Not approving a loan would probably make the uranium from Dasa go East instead of West. X. They will most probably quite quickly get their money back with interest. On the other hand, I well understand that there may be political opposition to a deal because of the junta. In that case a JV is the way to go. But imo GLO must accept they cannot expect a valuation like a mine in the West, so they will have to swallow the fact that must sell 20-30% of future production at a discount in order not to dilute anymore. If they get indications that no DFC deal is close, then offer the JV partner a good dicount if they sign the agreement rapidly. Keeping XX% of the production will still make this a multibagger quiet soon imo. The project is awesome, reserves have potential to grow a lot. Even though initial production is 4-4.5 Mlbs/year, they could double after a few years that if motivated. If they get a JV agreement, they will probably first produce 2-3 years at the planned 4-4.5 Mlbs rate. They can then finance the expansion with cash-flow from their own production. So there should be no need for more financings once they are in full production. Stephen has commented that a JV partner will be eager to expand the production capacity which make a lot of sense if you only own 20-30%. XXXXX engagements  **Related Topics** [niger](/topic/niger) [money](/topic/money) [stocks utilities](/topic/stocks-utilities) [loan](/topic/loan) [$glo](/topic/$glo) [Post Link](https://x.com/Swedish_uranium/status/1946536735342547077)
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Anders @Swedish_uranium on x 4545 followers
Created: 2025-07-19 11:44:57 UTC
Will $GLO get the loan from DFC or not? What happens if they don´t? Here are some reasons DFC would accept the Dasa project in #Niger: X. US utilities need the #uranium as the US mines cannot produce enough. X. Not approving a loan would probably make the uranium from Dasa go East instead of West. X. They will most probably quite quickly get their money back with interest.
On the other hand, I well understand that there may be political opposition to a deal because of the junta. In that case a JV is the way to go. But imo GLO must accept they cannot expect a valuation like a mine in the West, so they will have to swallow the fact that must sell 20-30% of future production at a discount in order not to dilute anymore. If they get indications that no DFC deal is close, then offer the JV partner a good dicount if they sign the agreement rapidly. Keeping XX% of the production will still make this a multibagger quiet soon imo. The project is awesome, reserves have potential to grow a lot. Even though initial production is 4-4.5 Mlbs/year, they could double after a few years that if motivated. If they get a JV agreement, they will probably first produce 2-3 years at the planned 4-4.5 Mlbs rate. They can then finance the expansion with cash-flow from their own production. So there should be no need for more financings once they are in full production. Stephen has commented that a JV partner will be eager to expand the production capacity which make a lot of sense if you only own 20-30%.
XXXXX engagements
Related Topics niger money stocks utilities loan $glo