@rae915 - vaguely similar circumstances - was a growing demand, not met. Everyone scared to invest in mines. Spot price too low. Nobody predicted what would happen in 2004-2006+. I'm not trying to fit a perfect model :)
Just fascinating how that lead up ended up, and enough basic similarities happening right now. Having been through both periods, it has that same sort of feel, but I'm well aware that there are 5,000 branches to the outcome 'tree'. The 2004-2006+ outcome may never be repeated.
uranium spot above $36 , page-15
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