I know it's been happening again for a while now that we are post-covid, but these in person interviews really are a breath of fresh air.
@jptrainor7 ай бұрын
When a u3o8 producer like Ur Energy enters a contract with a utility, who does the enrichment and finished fuel manufacturering?
@socalsilver63978 ай бұрын
5X-10x here by the time it’s said & done.. Long URG
@hisham56hamilton508 ай бұрын
Thank you Mr Cash for very fine and informative interv..And thanx for Crux for picking your brain.😂😂
@apothe68 ай бұрын
No bs with this company
@hillbillydeluxe55348 ай бұрын
Spot market is very thin! Any of these producers talking about selling significant (or any?!) lbs into spot right now are crazy. Cameco just talked about this the other day. Maybe one day but that day is not yet here.
@tomdebusschere90458 ай бұрын
They aren't talking about millions of tons. Most of their uranium is contracted and should be going forward. They are talking about small lots that are leftover.
@hillbillydeluxe55348 ай бұрын
Millions of tons lol. That comment right there tells me you don’t know what you are talking about. Go listen to Grant Isaacs comment on the spot market from last week.
@anilgorania68538 ай бұрын
He said 20, 30, 40% unhedged production. Available for higher contract pricing with rising prices
@tbayley68 ай бұрын
Cameco happy for the spot price to come down? Same for any producer lacking pounds to fill flex contracts.