BMN bannerman energy ltd

quarterly results, page-36

  1. 12,498 Posts.
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    Yes Leng

    I am sure BMN will be approached at some point .. I posted this on another thread:

    "Dont know if many people realise this, but Cameco had already sold a fair bit of Cigar Lake production via forward sale off-take agreements!!

    These certainly wont be honoured, in fact, may NEVER be honoured.

    Those utilities will need to go back to the market & make up this shortfall in their planned inventories.

    Also as mentioned, China is the wildcard Joker in the uraniumium game! China currently has:
    11 operable reactors
    11 reactors under construction
    26 reactors in planning stage
    77 proposed

    Yes, there is new production coming onto the market soon via PDN, Areva, and a few others. But a number of other projects have scaled down and/or stopped, ex-weapons uranium will squeesze over the next 3 years, and demand especially from China is going to escalate exponentially.

    Brewing up to a perfect storm by the time some of the Oz explorers plan to be producers."
 
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Last
$2.88
Change
0.030(1.05%)
Mkt cap ! $585.3M
Open High Low Value Volume
$2.80 $2.90 $2.76 $924.9K 327.7K

Buyers (Bids)

No. Vol. Price($)
8 2681 $2.87
 

Sellers (Offers)

Price($) Vol. No.
$2.88 192 2
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Last trade - 10.28am 16/07/2025 (20 minute delay) ?
BMN (ASX) Chart
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