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Advanced Flower Capital's first quarter as a BDC showed dividend-covering NII and higher NAV, but three nonaccrual loans still represented 36.6% of amortized cost and 23.5% of fair value.
A Constellation five-year double thesis focused on clean firm power scarcity, nuclear fleet value, data-center PPAs, regulation, and acquisition execution.
Anfield Energy's updated PEA makes the Shootaring mill restart look explosive, but AEC is still a no-revenue uranium developer that has to clear permits, capital, reserves, construction, and first production.