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EOG reported FY2025 revenue of $22.6 billion, operating cash flow of $10.0 billion and Q1 2026 revenue of $6.9 billion. The thesis depends on commodity prices, drilling discipline, cost control, reserve quality and shareholder-return durability.
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.