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ASX:PEN is taking off!!!
Good on ya Guy, time to reap all that work over the coming bull market.
He wasn’t the only one to see the Kaz issue coming.
Great interviewee
This interview was recorded before KAP revealed the extent of their shortfall.
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?
ASX:PEN is taking off!!!
Good on ya Guy, time to reap all that work over the coming bull market.
He wasn’t the only one to see the Kaz issue coming.
Great interviewee
This interview was recorded before KAP revealed the extent of their shortfall.
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?