I think you need to strengthen your uranium research
the only producers we had here before and after Fukushima was Ranger in NT and Olympic dam SA Ranger shut shop and Olympic Dam ( bhp ) who was mainly a spot seller is sold out and only into contracts now
kazatomprom has cut forecast production camenco has contracted and sold out and has stated will be 3mlb short into the contracts and will be looking elsewhere to purchase to honour so there is no ramp ups from the majors ..
as well as the issues in Africa Niger that supplies about 4% global uranium who has kicked out the French who where main buyers many African countries signing military agreements with Russia
demand squeeze increasing and not enough supply all safe jurisdiction resources will come under spotlights Australia Canada and the US
Meu who has spent $m and years on its resource in SA has a chance to expand and get some radars to focus
imo
MEU Price at posting:
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