Just watching the free version of Uranium insider on Investing News on YouTube. He mentioned 90 expressions of interest in VC summers 1&3 nuclear reactors as contract or to buy outright. 1/2 a dozen rated as financially viable EOIs
I just expanded my portfolio on the TSX in DEN. They seem to be in a sweet spot with 100million in cash and 200million plus in drummed yellow cake.
Running a windy Park run in the rain this morning listening to more. I appreciate my bias and keep trying to find faults. Significant Chinese growth in nuclear power and the LT contract price I posted previously is clearly going to take significant U308.
Cameco Tim G saying no to $80 LT prices is a significant contribution to what has to happen soon.
BOE Price at posting:
$3.84 Sentiment: Buy Disclosure: Held
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