Depth trader excellent intelligent post thank you for taking so much time to produce it.. There is so much there to consider but I will certainly do so and come back to you. Your view on Uranium pricing, supply/demand fundamentals is interesting and I have heard this very bearish case before and you are certainly not alone in voicing it, although it is probably a minority view at the moment. Certainly the recent jump in Uranium stock prices indicates higher future prices. It would be good also if you could address in more detail the large difference between the spot and the contract prices.
For my part I am very bullish on Uranium but also the sort of person who likes to hear all sides of the debate and learn something. More simple people will probably regard you with suspicion but no one writes a post like that who is a basic downramper or would be somehow working with larger interests to get the price down as hot copper is not the place to do it. Your post clearly was written with a lot of integrity but I do disagree with many asepcts of it. However given how much though went into it , it deserves a considered response which I will work on.
No doubt you will also have some interesting views on the recent price increases in copper and oil and even nickel has shown a little bit of strength recently/ Are you also bearish on phosphate, potash and the Ag sector ?
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