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217 Posts.
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15/12/20
02:00
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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.