DYL 5.50% $1.06 deep yellow limited

THE SQUEEZE IS ON, page-1733

  1. 1,209 Posts.
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    Depends on the debt structure &supply dynamics and commodity price. What’s the number of new nuclear plants coming on line in 6-8 years globally also? . We currently have a massive deficit at the moment - Pricing will be elevated ( and going higher ) at least until early 2027.
    I think more the question is how “quickly” we can execute to production… that is the risk I see

    Kaz doesn’t have expect to have sufficient sulphuric supply (due to new plant commissioning) until about 2027.

    Well done to making your bags. I think we are still in good momentum upside for the medium term


    cheers BB
    Last edited by Boursebandit: 08/03/24
 
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