Uranium Update from WNA…
We had a busy week at the annual Uranium conference – WNA London – tons of meetings with traders, miners, fuel suppliers, technical specialists, rector suppliers, IAEA executives. We met practically every part of the supply chain. Overall, the mood was upbeat as the fundamentals of the thesis are playing out even better than most…
September 8, 2024, Vol. 192
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Uranium Earnings Are Flowing In…
We thought we’d check in on a sector that seems to have the wind at its back. Our yellow friend had major earnings this week, i.e. Kazatomprom earnings, and if you are invested, then you also had a “Happy Friday” thanks to our buddies in Kazakhstan. While we are not going to bore you to…
August 25, 2024, Vol. 190
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We are just back from Kazakhstan with Uranium News
Moving into the Uranium theme, our analyst just returned back from Kazakhstan on a fact finding mission, so combined with a few earnings updates, we figured an update is in order. If you aren’t a U-a**hole like us and your eyes glaze over by the first mention of U, feel free to skip ahead and…
Where are we with Uranium hitting triple digits?
Shifting topics a bit, with Uranium hitting triple digits, we would of course, be remiss if we didn’t mention it (yet again). Let’s talk about parabolas… Which base are we in?? The one where utilities finally say “fukit!! git sum!!” and machine gun the offer… Look, there are a number of public RFPs out there…
January 14, 2024, Vol. 159
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