Yes agree, nothing material in the sense that there's been no policy shift in Sweden. The overall sentiment is changing in Europe though, especially with geo-political concerns being factored in. The landscape has changed in the last few weeks.
Considering the structural deficit in uranium and the possibility that the bulk of Kazakh supply may start to align with Russia and China, there may be a big need for western reactors to bring on a whole heap of supply in friendlier jurisdictions, especially with the term contracting cycle picking up now, it may force the hand of many governments with "anti" uranium mining policies. Let's revisit the landscape in 12 months or so.
Yes agree, nothing material in the sense that there's been no...
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Mkt cap ! $127.7M | |||
| Open | High | Low | Value | Volume |
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| Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
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Last
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Change
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| Last updated 15.56pm 03/05/2024 ? | |||||
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