DYL 0.64% $1.57 deep yellow limited

hahahahaha mate. Seriously. We've all known about the supply...

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    hahahahaha mate. Seriously.

    We've all known about the supply deficit for years - it's just getting bigger over time.
    ~180m lbs requirement (and rising with the 50 new reactors coming online in the next 5-6 years)
    ~130m lbs annual production with about 10-15m lbs of idled supply (most of which is 12-24 months away) and only if the U price increases at least another $10

    New mines will take minimum 2 years and only if U price increases at least $10 (more like $20+)

    That's what a structural supply deficit looks like.
    Last edited by ura_bull: 19/09/21
 
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