There'll be an update on US inventories in early May - pundits reckon they are below 2 years for the first time in a long long time - time will tell.
I believe the general wisdom is that the longer a mine is on C&M the longer it'll take to come out. IIRC PDN have estimated 18 months for LHM? But that includes optimisations and Vanadium work too.
I think Kazakstan will be able to ramp back up pretty quickly but Cameco may take a bit longer.
Uranium Spiking Very Hard!, page-207
-
- There are more pages in this discussion • 85 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add PDN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$11.74 |
Change
-0.360(2.98%) |
Mkt cap ! $3.511B | |||
| Open | High | Low | Value | Volume |
| $11.91 | $11.91 | $11.74 | $25.95M | 2.195M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 13022 | $11.74 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $11.85 | 1280 | 1 |
View Market Depth
| Last trade - 16.10pm 16/10/2024 (20 minute delay) ? |
| PDN (ASX) Chart |