https://youtu.be/Yiq2jVZ5Gtc
Very good interview with Per Jander, Director WMC Energy on his take on the nuclear fuel market.
My takeaways:*Utilities are not panicking
*Utilities would pay $100+ if needed
*Not much left in the spot market
*Conversion is the biggest bottleneck*Contracting is ongoing, no real squeeze
*Very positive overall, market will ramp up in the next 3 to 12 months
I freely admit in the first 10 minutes of watching I had concerns and anal shrinkage about the thesis, but at the end was happy to hold and purchase more in the uranium stocks I currently hold.
This is just my opinion and please review yourself.
THE SQUEEZE IS ON, page-357
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Last
$7.29 |
Change
-0.050(0.68%) |
Mkt cap ! $2.180B | |||
| Open | High | Low | Value | Volume |
| $7.45 | $7.47 | $7.14 | $32.63M | 4.489M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 9130 | $7.27 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.30 | 7340 | 3 |
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| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| PDN (ASX) Chart |