Global Atomic (GLO) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
2 Jun, 2026Project overview and strategy
Advancing the Dasa uranium project in Niger, the only greenfield uranium project under construction.
Near-term uranium production and mineral recycling are core business areas, with headquarters in Canada.
Also operates a zinc recycling joint venture in Türkiye, producing zinc oxide concentrate from electric arc furnace dust.
Dasa project feasibility and economics
2024 feasibility study outlines 68.1 Mlb U3O8 production over 23 years at a reserve grade of 4,113 ppm, with 5,109 ppm in the first 12 years.
After-tax NPV8% ranges from $551M at $60/lb to $1,621M at $105/lb uranium price; after-tax IRR from 38.2% to 92.9%.
Mineral reserves total 73.0 Mlb U3O8, with a mine plan based on a 23-year life.
Development and operational progress
Infill drilling targets 51.4 Mlbs at 5,349 ppm to convert inferred resources to reserves, aiming for ~4 Mlbs/year U3O8.
Prefeasibility study underway for doubling mill throughput from 1,000 to 2,000 tpd.
Construction of the processing plant expected to take ~20 months post-financing, with commissioning and first shipments within 3 months.
Underground development advancing, with ramp and level access in the Flank Zone for the first 10 years of mining.
Latest events from Global Atomic
- Q2 2024 marked a return to profitability and continued progress toward Dasa's 2026 production.GLO
Q2 20242 Jun 2026 - Dasa Project on track for 2026, major financings secured, Turkish JV returns to profitability.GLO
Q3 20242 Jun 2026 - Dasa construction advances, financing progresses, and Turkish zinc JV returns to profitability.GLO
Q1 20252 Jun 2026 - Dasa Project nears H1 2026 production as Turkish Zinc JV rebounds and financing advances.GLO
Q4 20242 Jun 2026 - Dasa Project advances amid new financing, while Turkish Zinc JV faces lower zinc prices.GLO
Q2 20252 Jun 2026 - Dasa Project advanced on construction and financing; Turkish Zinc JV posted strong Q3 results.GLO
Q3 20252 Jun 2026 - Dasa Project nears production as Turkish JV boosts profits and dividends amid strong market support.GLO
Q4 20252 Jun 2026 - Dasa Project advances amid strong uranium and zinc markets, with robust JV earnings and new capital raised.GLO
Q1 20262 Jun 2026