Look at the yearly chart and that small drop you are referring...

Look at the yearly chart and that small drop you are referring to pales in comparison to some of the moves throughout the year. Doesn't look like much info leakage to me.

From my experience the large players in this game would have seen the cap raising coming 6 months back. But most importantly, the amount of buying which comes into the market on a run up to $1.10 and on the subsequent drop is incredible - that's what you sell or short into. That's the only way they can move volume.

As an aside, say uranium goes to $500/lb (it's possible, the same as $20 is) and Paladin is creaming it, what sort of risk premium do you apply? Look where you're operating. Surely it's a loser at both extremes?