PDN 5.94% $8.20 paladin energy ltd

Trying to break out again, page-6

  1. JID
    3,568 Posts.
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    Morning Guys,

    Potentially not too many places to hide in the markets these days ... either equities or bonds. Potentially U will be one place.

    YCA is certainly forecasting a solid underpinning for that - a 40m lb deficit for the U market for 2019. I haven't seen an analyst report suggesting that high a deficit yet, and given that YCA is closely plugged in to what Kazatomprom and Cameco are doing (buying off Kazatomprom and storing at Cameco) I would give their forecast some credibility.

    YCA_Market_Outlook.png

    Cheers
    John
 
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