U-turn for Uranium As U.S. Decides If Miners Pose National Security Threat
"Often in financial markets, the trend is your friend, and the uranium thematic investment theme could continue to offer the most asymmetric payoff across all other commodities. For 2019, I estimate the normalized spot price should be between $45 to $75, and the uranium industry should return between 3 to 5 times if the price is normalized in that range over the next 2 years."
U-turn for Uranium As U.S. Decides If Miners Pose National...
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