I think you should be aware of the DoE high assay tails contract with Global Laser Enrichment (61% Silex/49% Cameco) who will be producing (initially starting 2028) 5mlbs/yr as UF6. This technology (laser) will also extract (scavenge) about 20% more nuclear fuel from the same amount of U3O8 feedstock.
This is always ignoring the prospects for re-processing UNF and high burn up fuels. To me the bull market could well be from now to the early 2030's but will then adjust to a (higher than now) stable price.
I think you should be aware of the DoE high assay tails contract...
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Last
$13.98 |
Change
0.810(6.15%) |
Mkt cap ! $4.179B | |||
| Open | High | Low | Value | Volume |
| $13.93 | $14.28 | $13.83 | $47.88M | 3.408M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2000 | $13.95 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $13.98 | 6031 | 2 |
View Market Depth
| Last trade - 16.10pm 11/07/2024 (20 minute delay) ? |
| PDN (ASX) Chart |