Given the challenging geopolitical backdrop, Global Atomic’s progress at Dasa is remarkable – underground mine development is well advanced, surface earthworks are established and process plant equipment is now arriving at site. Completing project financing this year – either with the planned debt facility or via an alternative route – would keep Dasa on course for first production in 2026, and in our view should catalyse a material upwards re-rate. Nuclear power is key to reducing fossil fuel d ....