PDN 0.12% $8.30 paladin energy ltd

345 reactors ... equates to over 400m pounds annually of Uranium...

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    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

 
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