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1/ Some good insights from Scott Melbye at the $UEC presentation at the Sprott Natural Resource Symposium today. For those who don't know him, he has 35 yrs background in #uranium having worked for Uranium 1 and Cameco, as well as advising the Kazatomprom CEO. #SNRS19 #sprott2019
2/ He has just returned from a @NEI conference in Washington and meetings in White House with 9 of the 13 agencies involved in the US Nuclear Fuel Working Group. The following is his views, not mine...
3/ "Many of the [US] utilities said they intend to come back to market before year-end... Having said that, I'm amazed of the complacency of the US utilities".
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