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
$7.38 |
Change
-0.310(4.03%) |
Mkt cap ! $2.270B | |||
| Open | High | Low | Value | Volume |
| $7.72 | $7.80 | $7.35 | $17.87M | 2.357M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 15 | 3917 | $7.38 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.39 | 5526 | 12 |
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| Last trade - 12.33pm 19/11/2024 (20 minute delay) ? |
| PDN (ASX) Chart |