345 reactors ... equates to over 400m pounds annually of Uranium !! MASSIVE.
In a supply short market, it represents the perfect opportunity.
Marathon Asset Management, in book Capital Returns, (a must read), outline why one should invest in Commodities in a supply deficit market, when incentive price is below marginal cost of production. Price then has only one way .... up
* China to build 345 Nuclear Reactors, page-2
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Last
$7.60 |
Change
-0.160(2.06%) |
Mkt cap ! $2.955B | |||
| Open | High | Low | Value | Volume |
| $7.76 | $7.82 | $7.52 | $25.53M | 3.352M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 42495 | $7.60 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.61 | 12868 | 2 |
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| Last trade - 16.10pm 29/11/2024 (20 minute delay) ? |
| PDN (ASX) Chart |
