BOE 1.47% $4.14 boss energy ltd

Ann: Commissioning on track as Boss prepares for first sales, page-26

  1. 1,030 Posts.
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    Enjoyed watching the debate - thanks. A few things rammed home for me from watching this :-

    1. The whole world is not ready for baseload nuclear power - France appears to be the only one? It takes at least 15-20+ years to build just one plant. China is building 200+ plants. Hundreds more around the world.

    2. Whole world is now scrambling to build nuclear reactors - currently there is no structural support for nuclear industry globally.

    3. Explains why the dramatic increase in uranium prices in the last year. Suspect price of uranium would rise higher?

    4. There will be a structural deficit in the supply of uranium (leading to supply deficits in a massive way) for a VERY LONG TIME and building nuclear plants in many countries

    5. We are delicately poised to become a critical supplier of uranium. I would not be surprised if our SP rises to double digits in a short period of time (anyone can work that out when).

    It's a great time to be taking a position in ANY uranium mining company particularly those nearing production and/or producing.

    My opinion only and I could be wrong. Not investment advice. Good luck.


 
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