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TradetechToday 09:26
https://www.fnarena.com/index.php/2022/12/13/uranium-week-the-russia-factor/
One non-US utility issued a Request for Proposals on November 24, seeking over 5mlbs U3O8 equivalent contained in enriched uranium product, TradeTech reports. The utility is requesting material be delivered between 2023 and 2027, with optional quantities in 2028 through 2030, and has specified that the material be non-Russian in origin.
Increasing inquiries from utilities, along with expectations by sellers that prices will rise in the future, means that utilities are seeing a narrower range of pricing than what has been offered in recent months. Sellers are not only focusing on the price in their offers but are seeking longer-term commitments that extend beyond five years and preferably ten years.
Based on recently concluded transactions, TradeTech notes buyers have shown a willingness to meet sellers at the current price level. Buyers who are confining their purchases to the mid-term delivery period are seeing not only higher prices due to tightness of supply, but tighter terms around quantity flexibility.
That said, TradeTech’s term price indicators remain at US$51.00/lb (mid) and US$53.00/lb (long).
Meanwhile…
With all the action in term uranium markets, and further investment apparently drying up in the Sprott Physical Uranium Trust, the spot uranium market appears to have all but closed down for the year.
China and russian in kazak30 May 2023 19:52
HtTps://www.energyintel.com/00000188-4eb4-ddc5-ab9e-eff65a5b0000
No matter the origin of the deal, it's now clear that Rosatom will play an outsized role in the world's largest uranium producer, even as it is slowly cut off from supplying fuel to nuclear operators in Europe and the US. Indeed, Rosatom's pro rata equity offtake from Budenovskoye-6 and -7 will likely by itself surpass domestic Russian uranium output, raising the question of what Rosatom will do with all this material. One obvious answer would be to sell it to the Chinese, although it's not clear to what extent Moscow has any interest in selling on yellowcake — as opposed to low-enriched uranium or fuel assemblies.
For the Chinese part, the CNNC Overseas deal with Kazatomprom will surely make a dent in Chinese uranium demand going forward, given the scale hinted at by Kazatomprom's filings on the subject. During Tokayev's visit last week to the Chinese city of Xi'an, for a Central Asian summit hosted by Chinese President Xi Jinping, a May 17 joint statement from the two leaders only mentioned uranium in passing, in a pledge to "continue to deepen cooperation in the fields of oil, natural gas and natural uranium.
London Live in person Presentation - 30 May24 May 2023 21:06
Keen to get an update over a glass of wine etc ! about what the coming months will bring with this being such an important time for Uranium and how it is going to play a significant role over short and long term in the UK and beyond.
https://www.sharesmagazine.co.uk/events/event/shares-investor-evening-london-live-event-300523
London Live in person Presentation - 30 MayToday 21:06
Keen to get an update over a glass of wine etc ! about what the coming months will bring with this being such an important time for Uranium and how it is going to play a significant role over short and long term in the UK and beyond.
https://www.sharesmagazine.co.uk/events/event/shares-investor-evening-london-live-event-300523
Nice view from the new office.15 May 2023 22:23
RE: Numerco13 May 2023 09:27
(not sure why that was cropped).... I think it was telling me that there were less than 1m shorted at the start of the year, and now over 4m. This shows the fees jumped at the beginning of May: https://archive.ph/4RUfB
RE: Numerco13 May 2023 09:25
>Bank of America raises Yellow Cake price target to 620 (570) pence - 'buy'
620p would be NAV when $75 per lb for U3O8. A bit more from the report, at CNBC: https://archive.ph/oBxhk
On another topic: I saw some datalend numbers that showed the number of shares shorted had gone up a lot in the last week of March, and even more in the first week of May. I think it was telling me
RE: Numerco13 May 2023 09:25
>Bank of America raises Yellow Cake price target to 620 (570) pence - 'buy'
620p would be NAV when $75 per lb for U3O8. A bit more from the report, at CNBC: https://archive.ph/oBxhk
On another topic: I saw some datalend numbers that showed the number of shares shorted had gone up a lot in the last week of March, and even more in the first week of May. I think it was telling me
RE: Numerco13 May 2023 08:25
>Bank of America raises Yellow Cake price target to 620 (570) pence - 'buy'
620p would be NAV when $75 per lb for U3O8. A bit more from the report, at CNBC: https://archive.ph/oBxhk
On another topic: I saw some datalend numbers that showed the number of shares shorted had gone up a lot in the last week of March, and even more in the first week of May. I think it was telling me
RE: Numerco11 May 2023 16:22
Bank of America raises Yellow Cake price target to 620 (570) pence - 'buy'
https://www.lse.co.uk/news/IAG/london-broker-ratings-asos-targets-cut-jefferies-ups-diploma-to-buy-3180g07zbtpwxvv.html