you show little understanding about metal / energy markets E1
anything not traded on the LME is basically in the hands of a few producers.
When the time is right uranium price can turn sharply.
Really your whole argument comes down to, "we think the uranium market will strengthen in the short term; whilst you think that the uranium price will not recover for a long time". I am long you are short.
I am heartened by the major producers Khazatomprom and Cameco singialling support for the market. When this has happened historically in tin, oil and other markets within 6 months prices of relevant commodity have substantially increased.
I am hoping the same happens here (and that there are no Black Swan events).
dyor
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