T20 holders were asked to do nothing at the end of last month,...

T20 holders were asked to do nothing at the end of last month, which was an effective "black-out" period.

If you check on ASIC the Oz Yellow, there last document filing was 02/08/2024; this signal the entity was handed over for the final stages / or ASX requirements are being addressed.

During this time you note Andy Wilde (Oz Yellow, Geo; and previous EPM consultant) has taken up a new role, I posted a picture of the it previously. So I assume that strictly speaking Oz Yellow are short of a Geo. It is effectively hard to tell at this stage as the Oz Yellow - website is out of date and still carrying the May 2024 presentation.

Uranium ARUP plays which is held by DEV, DYL, AGE, EPM and unlisted companies are potential targets.
I would be monitoring the communication of the above, the precursor would usually be "informal talks" announcement. Though from EPM prospective we have not yet had a revised scheme announcement for Oz Yellow deal; this suggests that might be waiting to tidy things for their AGM; - though I have not heard from any of the direct shareholders of any agenda items (EGM/AGM) time tables. The quarterly did mention the prospect of an improved scheme; though those talks are ongoing with that party.

From the European angle I am monitoring Govmin (database), we seem to be waiting on the core work to be undertaken be it the scanning or the analysis as the fieldwork programme has not yet been lodged or granted.

I think what we have encountered is EPM might have effectively skipped a phase - that is with the EU CRMA "strategic project" application might have potentially circumvented the need to spin out the uranium assets immediate (not that EPM is in control of the deal, it seems to waiting on other parties to submit the revised schemes). I am categorising this as neither here nor there in importance.

If this entire dance manages to crossover past the 18th October, that is get into the URA ETF inclusion period - for daily market turnover. This would require quite a rush of buying to achieve.

KNI, EMN (a CDI), EPM are the only ASX listed companies that have disclosed recently that they have applied for EU CRMA "strategic project" status. They will like will go through the additional step of achieving UNFC status (which is required for SWF investment). EMN has been the most interest - their share price is decimated, but they have the most advanced in project financing etc and structuring they too though are continuing with "strategic project" status. On their recent video they mentioned they their project is under consideration by the EIB. No suggestions EPM would seek that route - but demonstrates project financing dollars are there under all the red tape; there has not been any Greenland project / infrastructure fund from that entity since the early 80s.

https://www.eib.org/en/projects/all/index.htm