Yes Mr Tango a very correct article I believe. For carbon free baseload power Nuclear is the Only answer.
Mention investing in uranium at a bbq people either go mental that your poisoning the world or run like your a lepper. By the time they are jumping in we will be jumping out.
Great last release from Toro. Very professional, if only the webinar was more like this. Excellent presentation.
SPP closes soon , the SP should be interesting after the dust settles .
Im looking very closely at Supply cuts , Inventory reductions , Increased demand and a total uranium industry that is currently in liquidation . Something will Give no Ifs.
Happy to wait I believe the next 2 to 3 years will be very interesting indeed. I got in very early some say way too early. It has given me plenty of time to study the dynamics of it all. The scenario has been playing out for a while now. I am enjoying it unfolding , even more so when the utilities start to recontract and realise no no no no one gonna set it at 35 40 bucks when all in costs are 60 bucks per pound. Watch the flurry and bidding war then. This is the begining folks .....well the bottom of the begining. If we get a supply shock Watch Out !!!!!!
Cheers for your article Tango.
Toro will be in a great position when things turn. Fully permitted Feasibility done Flow cycle done Cost reduction done. Also a great team.
Hope I get some of my allotment .
drumma
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