Uranium sector macro update: Multi-year uranium contracting cycle + the impact of the switch from underfeeding to overfeeding + the growing global uranium supply gap + Reason why ASX listed uranium companies have some significant catching up to do compared to peer listed in TSX and US stock exchange
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By - Napalm-1
The uranium demand in tiny uranium spotmarket could DOUBLE the needed annual uranium spot supply in the short term - The only way to do that is to significantly increase the uranium spotprice to incentives companies like DNN (stockpiles of 2.5Mlb) and UEC (stockpile of =3Mlb) to sell a part of it
I'm buying what you're selling
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By - Napalm-1