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re: Uranium>Silver
Posted on 8/18/23 at 10:18 am to itsbigmikey
Posted on 8/18/23 at 10:18 am to itsbigmikey
Well I have called 12 of the last 0 "this is it" moments in uranium so what I say is worthless, but the structural supply deficit is so pervasive and literally grows seemingly every day (without exaggeration based on announcements of new facilities etc). At some point this just will take off and hold.
I suspect once SPUT can re-catch spot and start the windmill again, I think we may be off to the races.
Yes CCJ has been a beast and will be the XOM if this industry, particularly with the Westinghouse transaction when it closes
I suspect once SPUT can re-catch spot and start the windmill again, I think we may be off to the races.
Yes CCJ has been a beast and will be the XOM if this industry, particularly with the Westinghouse transaction when it closes
2
Posted on 8/18/23 at 3:12 pm to igoringa
IMO, silver is currently trading sideways in a channel $22-$23 based on the current futures prices. There is strong support at $22 , so it is reasonable to expect it is currently basing for the next leg up ….. likely beginning in September.
This post was edited on 9/15/23 at 7:39 pm
Posted on 9/3/23 at 2:44 pm to igoringa
Cameco missing 23 production targets
This will be interesting. I own a large slug of Cameco so not a fan, but bigger picture I think it highlights the supply risk related to the resource which makes the imbalance between supply and demand that much more acute. Particularly if Cameco has to go to market to procure the shortfall.
Juniors and others really should take off soon (famous last words)... and this accelerates it IMO
This will be interesting. I own a large slug of Cameco so not a fan, but bigger picture I think it highlights the supply risk related to the resource which makes the imbalance between supply and demand that much more acute. Particularly if Cameco has to go to market to procure the shortfall.
Juniors and others really should take off soon (famous last words)... and this accelerates it IMO
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