Global Atomic Corp. (TSX:GLO) – Q2/26: Yellowcake Guidance Moves to H2/28

Global Atomic (GLO) reported Q2/26 results, with EPS of $0.01 driven by an $8.0M non-cash FX gain, beating our estimate of neg. $0.01. Adjusted EPS, removing FX and stock option expense, was Neg. $0.004. Management now guides process plant commissioning and first yellowcake at Dasa to H2/28, in line with our assumptions. Not much otherwise has changed for the core story, and we don't pay much…