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If you havent watched #Cameco’s CFO, Grant Isaac's present talk with Canaccord Genuity, you should.
bit.ly/3CxJHRU
$CCJ #SPUT #Sputt #Uranium
Some of what I took away below:
bit.ly/3CxJHRU
$CCJ #SPUT #Sputt #Uranium
Some of what I took away below:
-Glowing coverage of Sprott's Sput.
-New mines should not come online to sell into spot
-Japan's inventory is stationary.
-A couple of Utility RFPs in the market, let's see how they play out.
- "KAZ said their was little demand in 22-23" is a misquote.
-New mines should not come online to sell into spot
-Japan's inventory is stationary.
-A couple of Utility RFPs in the market, let's see how they play out.
- "KAZ said their was little demand in 22-23" is a misquote.
- A producer sold term contracts at $45. Not a concern. BTW, it wasn't CCJ, it was probably a spot-exposed producer. Good that it's out of the way and not competing (it's a couple 100K pounds).
