Chillicapital, the stock might retrace, but Cigar Lake being...

Chillicapital, the stock might retrace, but Cigar Lake being suspended again might only speed up the current rerate:https://www.cameco.com/media/news/cameco-temporarily-suspending-production-at-cigar-lake-mine

The market hasn't yet realised that Namibia and Niger are experiencing a second wave far more acute than the first one.

Australia (minus Ranger), Kazakhstan and Uzbekistan might be left to hold the burden of producing UOC.

Interesting days ahead for listed U developers like VMY and BOE.