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Today's Cameco $CCO Fireside Chat with CEO Tim Gitzel is now available for replay. Highly recommend #uranium investors spend 30 minutes listening to Tim's #U3O8 & #nuclear market analysis & company activities. In this thread I'll provide some highlights.…
Section 232 overhang gone but most #nuclear utilities remain paralyzed waiting for #Trump to act on #NFWG report he now has in hand. Frozen #Uranium sector still not thawed as majority of fuel buyers prefer to wait for clarity. 🥶
Cameco has taken 25M lbs out of #uranium supply since 2016 thru multiple mine closures & #Kazahstan has cut 20% thru 2021, creating a 50M lbs #U3O8 primary supply deficit today. Inventories are being drawn down significantly.
Read 15 tweets
1/ Some of my notes on the "Behind Closed Doors In the Whitehouse" panel at #VRIC20...

Stephen Moore: I do feel confident that Pres Trump will issue some kind of executive order to re-start American #uranium production... I think the deal with come through the Dep of Defence.
2/ Stephen Moore: The only question is when it will happen. Either it will happen soon, or it will happen after the election.

Marin Katusa: I think it will happen after the election.

Stephen Moore: It doesn't make sense for Trump to wait until after the election.
3/ Marin Katusa: I think the number will be between $55 and $65 for a LT supply contract with the Government.

Amir Adnani: The deal that has been purposed is a 1.4 Billion dollar purchase over 10 years.
Read 6 tweets

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