Uranium's Shortfall And Nuclear Viability
A recent report from the World Nuclear Association forecast a significant step-up in demand for uranium for reactors, coupled with a material...
545 Views
MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Double Inclusion for CGN Mining
CGN Mining is a double add, while Endesa and enCore Energy are deletes. Estimated net round-trip trade across both indices is US$560m.
901 Views
[Quiddity Index] MV Global Uranium & Nuclear Energy Jun25 Rebalance Results: Flow Expectations
One ADD, one DELETE, but some big capping flows this time so one-way flow is 15+%. That's a lot. Some flows are decent ADV count.
586 Views
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
492 Views
YCA Valuation Update - Macro Driven SELL
Yellow Cake PLC (YCA LN) is a pure play on the uranium price Spot Price $24.65/lb U3O8 down 15% in the past year L.T. Price remains...
480 Views