Those are mature, established, institutionalised companies and...

Those are mature, established, institutionalised companies and commodities. Uranium is rather immature in comparison and less exposed to such forces. Yet to see much affect on some meagre exchange rate difference stifling the share price movement between the asx and us market for the last few years. Will it change on Monday? Let's see. It's still a lot of sentiment behind movements (hence increased indifference to variables you mention).

And in any case the shorters will likely need to cover as the reality is sinking in. And I'd wager during the September rebalance we could see some significant covering unless any unforeseeable events rear their heads. The shorters are still well in the money and volume is high enough for them to cover in a small time frame.