Tag Archives: Uranium

The Case for Uranium

Presentation slides: The Case for Uranium.pdf

Cliff notes:

  • Unsustainble gap between production costs and prices
  • The number of miners are down 90% since 2011
  • Both sides of the supply/demand balance is shifting in a favorable direction and the longer term outlook is fantastic
  • Adding new supply is a lengthier process than in other sectors
  • Game changing events are taking place in Kazakhstan – OPEC-like structure in the near future?
  • Investors hate uranium after a 7-year long bear market
  • Upside potential is explosive while downside is well-protected