It can mean only one thing
There seems to be a hurry for companies to buy actual physical uranium and hold it as an investment.
That can only mean that there is a heck of a lot more uranium out there than people knew or were prepared to admit to. I have often said that it is only the dreamers who think there is a shortage. In real life, there is too much available to cause any improvement in the SPOT PRICE.
So there is now an effort to create an artificial shortage.