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He wasn’t the only one to see the Kaz issue coming.
Good on ya Guy, time to reap all that work over the coming bull market.
This interview was recorded before KAP revealed the extent of their shortfall.
Great interviewee
Why do these guy not realize the differnce between spot and term prices??? Uranium contract term is US $70 /,lb...not $100+ !!!!!!
This is an uninformed comment. Most contracts are now entirely market referenced. If there is but one contract signed at 70 and the rest market referenced these industry advicement companies call it 70 LT price. Just not correct.
Nobody knows what deals utilities are making with miners, these are usually kept under wraps.
Nothing special about this guy.
Which guy, Guy?
He wasn’t the only one to see the Kaz issue coming.
Good on ya Guy, time to reap all that work over the coming bull market.
This interview was recorded before KAP revealed the extent of their shortfall.
Great interviewee
Why do these guy not realize the differnce between spot and term prices??? Uranium contract term is US $70 /,lb...not $100+ !!!!!!
This is an uninformed comment. Most contracts are now entirely market referenced. If there is but one contract signed at 70 and the rest market referenced these industry advicement companies call it 70 LT price. Just not correct.
Nobody knows what deals utilities are making with miners, these are usually kept under wraps.
Nothing special about this guy.
Which guy, Guy?