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Mate are u on the right thread. BOE don't have any contracts to...

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ACEMINER

2,197 Posts.

484

21/02/24

16:47

Post #: 72518996
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Originally posted by arsenic: ↑

You have to build up a stock before you can ship it. I think you wouldn't ship less than 20 drums at a time, maybe $1-1.5m shipments.

Anyway, you would build up a stock for times when the plant goes offline. My guess is nothing gets shipped for 2 two months then some into contract and some into spot (roughly in the proportions they have contracted to date). The saving grace for why they would not need a big 'stockpile' at the plant is that they have paper stocks of uranium as well to cushion deliveries or soothe users if they have a plant interruption. PEN relied on this big time when their initial plant performed like a crab and in the end got cooked/done like one.

All IMVHO.
PS don't expect too much sold at spot as buyers will be "flexing - up" on contracts as best they can.

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Mate are u on the right thread. BOE don't have any contracts to 'flex' in 2024. Maybe been sniffing the arsenic?

BOE Price at posting: $4.78 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $4.54		Change -0.125(2.68%)		Mkt cap ! $1.852B

Open	High	Low	Value	Volume
$4.61	$4.64	$4.51	$12.25M	2.688M

Buyers (Bids)

No.	Vol.	Price($)
24	18661	$4.53

Sellers (Offers)

Price($)	Vol.	No.
$4.54	39571	37

View Market Depth

No.	Vol.	Price($)
16	16161	4.530
22	26529	4.520
27	83833	4.510
68	159537	4.500
18	32401	4.490

Price($)	Vol.	No.
4.540	41810	40
4.550	43915	23
4.560	44408	18
4.570	16933	11
4.580	19855	10

Last trade - 14.32pm 04/06/2024 (20 minute delay)


Last $4.52			Change -0.125 ( 2.85 %)
Open	High		Low	Volume
$4.61	$4.63		$4.51	759547
Last updated 14.51pm 04/06/2024 ?

BOE (ASX) Chart