Wayne on Crux, page-8

Probably off enjoying their Friday night with friends and family?
Glad you had the time to post it, cheers!

You do realise this was recorded BEFORE the announcement on the 13th? LOL

So this interview confirms testing is going well and the tweaks have worked.
It foreshadows the good news that has since been released on testing
It confirms the approx. $8m net income for this year and next so no dilution.
He tells us that certain people failed to understand the testing announcements (golly I can't think who)
Good exploration of the recent spot buying and possible depth of the market at this stage.
CAPEX and time to production confirmed again as $6m and 6 months after FID.
Sounds like he's flagged a $20m CR after the FID in order to fund stage 1 and stage 2 to get to 2+m lbs per annum.
Confirms strong support from Biden administration for nuclear.
Wayne still believes PEN in the running for any DOE stockpile contracts.

Very positive overall.