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>> No.56121153 [View]
File: 300 KB, 1207x863, Uranium project capital intensity.png [View same] [iqdb] [saucenao] [google]
56121153

>>56121107
uranium producers are locking in long term contracts (see Cameco, Kazatomprom), even if uranium spot price dips the contracts remain for years to come. I actually expect the juniors to also start asking for say 5-7 year contracts with set prices whenever U3O8 prices start to finally accommodate the lower margin junior projects. Of course projects like Arrow won't necessarily need long term contracts since great high margin projects like those will likely be profitable on a full cycle basis, but I still expect even those projects to sign long term contracts since it helps a lot in making the business more predictable.
>>56121112
how short are your trading time frames? Good trades take months or even years to play out in my experience. Unless you're some kind of daytrader I don't understand how most good trade setups would disappear within minutes, hours, or even days.
>>56121135
sure thing swebro, just remember the yuro index funds are denominated in euros. I for one am shorting the fuck out of most of my euros in favor of dollarinos and natural resources.
t. finn

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