BMN 0.91% $3.27 bannerman energy ltd

haywoods latest report on bmn above 7can, page-19

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    It is not a big call because the spot price is not reflective of the long term price.

    The cost of uranium for a reactor is a very small input cost therefore whether the price is $50 or $100 makes little difference to a reactor owner.

    Purchasers of uranium on long term contracts will pay well above the spot price to secure supply.

 
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