Love reading how $KAP is strongly advising utilities that they intend to defend $80/lb.
$ccj $cco board/shareholders should be mandating that all future contracts to utilities offer zero spot price discounts under $75/lb.
$ccj $cco board/shareholders should be mandating that all future contracts to utilities offer zero spot price discounts under $75/lb.
The industry needs to put a stop to the gaming that occurs by producers contracting their needs with long term spot based contracts but avoiding spot purchases and allowing secondary supplies to trash the price and destroy ROI for producers
If Cameco had bull market minded management the spot price would be $75/lb today
$CCO and $KAP should be demanding a premium to spot prices due to the security of supply they provide.
The bear market in #uranium is over and the wimpy contacting policies should have ended in 2020.
The bear market in #uranium is over and the wimpy contacting policies should have ended in 2020.
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