Thank you. You remind me of a helpful photo guru Grey Nomad from a defunct comsec forum? Great Technical analysis and your prior calls timing was very good.
The Mike Alkin interview was very long yet worth while I think. Listening again slowly now. https://hotcopper.com.au/posts/74563849/single His comments of contracting are interesting. As much as technical Analysis helps the supply, contracting and reserves of tradable pounds of u308 are in my thoughts much more material to near and long term pricing.
The supply 'Flex Up' clauses on old contracts has covered Utilities for the last year or so. The expiry of the old cheap contracts is occurring. We will get to see some 'new' supply contracts discussed by CCJ, KAP and PDN soon.
25 days before Cameco. "2024 Q2 Results - July 31, 2024" 1st of August for KAP. Investor Calendar (kazatomprom.kz)
My prediction is not selling is smart right now.
Have a great weekend all
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