UxC opinion on Uranium supply demand imbalance:"However, producer cutbacks over the last several years have reduced global uranium production to a projected 123 million pounds U3O8 in 2020. With annual production now 57 million pounds U3O8 shy of global uranium demand, utility and supplier inventories are declining at a rapid rate."
Future demand projected to rise 2% per year with new reactors coming online.
Increasing supply demand imbalance looking out 5 10 15 years. US inventories are as low as they have ever been. (2 years supply).
The marginal of producing a lb of U is about $75.
The risk/reward on Uranium is just so easy to figure out. Buy hold wait.