Uranium, like buying oil at $20 a barrel, page-58

With the advent of a number of uranium investment funds now being established to buy physical uranium on the spot market i.e. Yellow Cake plc, et al. I've been pondering the longer term implications of these funds on spot price - short/ medium term it would seem logical that if enough supply is taken off market the price should increase though longer term will this put a cap on price prematurely when comparing other U308 bull markets??

My reasoning is that at some stage spot price will hit a fulcrum point where funds release supply onto the market that otherwise (and in previous markets) would have been filled by a miner thereby containing the potential upside that might have been realized should a true supply side crunch event have happened....

I understand this is an overly simplistic view so keen to hear the more learned thoughts from the folks on this thread.

Cheers