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#Uranium wisdom from Grant Isaac.
1. "Real questions about the rate and timing of it (Cigar) coming back online"
2. "Here is the good news. We have never had a delinked recovery"!...The on-market side of it is not there yet...But off-market Cameco. We will take future price risk!
1. "Real questions about the rate and timing of it (Cigar) coming back online"
2. "Here is the good news. We have never had a delinked recovery"!...The on-market side of it is not there yet...But off-market Cameco. We will take future price risk!
3. You idiots (he got fired up)
4. Off-Market remains very active.
5. There is fairly substantial amount of uncovered requirements going to the end of the decade. 20% of the material is contracted on assets just built for lots of $$.
6. The price transition will be more rapid.
4. Off-Market remains very active.
5. There is fairly substantial amount of uncovered requirements going to the end of the decade. 20% of the material is contracted on assets just built for lots of $$.
6. The price transition will be more rapid.
7. 20M lbs. front-end loaded lbs. avg five years. What we are trying to do is to be strategically patient. There is a benefit to us. Holding 30M of sales doesnt make sense to us if we have to buy 18M lbs. For us not about volumes or we would sell forward Cigar.Thats the easy job
7.2 We don't want to buy it all.
8. "THERE IS FAR MORE RISK TO URANIUM SUPPLY THEN URANIUM DEMAND"
9. I can pretty much assure you Cigar will come online in 2021. Its the rate and timing they don't know.
10. Variability around supply should be concerning.
8. "THERE IS FAR MORE RISK TO URANIUM SUPPLY THEN URANIUM DEMAND"
9. I can pretty much assure you Cigar will come online in 2021. Its the rate and timing they don't know.
10. Variability around supply should be concerning.
