We do know some.
Sprott is holding 63 million lbs of uranium.
For comparison : Cameco is producing some 2.5 years of uranium per year.
So Sprott is holding 2.5 years of cameco production.
That by itself should influence the demand-supply picture and drive up prices.
Basically Sprott is a big extra source of demand.
A nice short opportunity, page-130
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