RE:Cameco Webcast provides details on U3O8 Supply & DemandThanks quakes.
This was a very interesting audio for anyone currently investing in the U market or those thinking about it. I would recommend that everyone listen to this presentation. If there is a hard copy slide presentation, could you please post?
I was happy to hear him state that the Japan restarts are 'positive', even if it is a slow process.
This is a very informative presentation.
quakes99 wrote: Yesterday's presentation by Cameco at the Goldman Sachs Global Metals & Mining Conference is now available for replay. Well worth listening to Cameco SVP Grant Isaac provide a very detailed presentation on the underlying Uranium market's supply and demand issues. He discusses sources of supply, inventories, uncovered demand, price drivers, U market intermediaries in the Spot market, and many other factors. He goes into a lot of detail on the Spot vs Term markets and how nuclear utilities are playing the game. A great Q&A session as well. About 45 mins.
You can replay the webcast at this link (just need to provide basic registration info to get access):
https://cc.talkpoint.com/gold006/111616a_as/?entity=5_5RXFU6P
A great short course on Uranium markets.
Good luck with your due diligence!