https://youtu.be/Yiq2jVZ5Gtc
Very good interview with Per Jander, Director WMC Energy on his take on the nuclear fuel market.
My takeaways:*Utilities are not panicking
*Utilities would pay $100+ if needed
*Not much left in the spot market
*Conversion is the biggest bottleneck*Contracting is ongoing, no real squeeze
*Very positive overall, market will ramp up in the next 3 to 12 months
I freely admit in the first 10 minutes of watching I had concerns and anal shrinkage about the thesis, but at the end was happy to hold and purchase more in the uranium stocks I currently hold.
This is just my opinion and please review yourself.
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Last
$11.87 |
Change
0.020(0.17%) |
Mkt cap ! $3.550B |
Open | High | Low | Value | Volume |
$11.83 | $11.92 | $11.72 | $21.23M | 1.792M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 687 | $11.86 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$11.87 | 441 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 50 | 11.840 |
1 | 1280 | 11.810 |
2 | 305 | 11.800 |
1 | 1000 | 11.790 |
1 | 43 | 11.750 |
Price($) | Vol. | No. |
---|---|---|
11.910 | 5000 | 1 |
11.990 | 3562 | 3 |
12.000 | 6330 | 6 |
12.080 | 14200 | 3 |
12.100 | 500 | 1 |
Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
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