MI Rewind: The Bull Case for Uranium w/ Justin Huhn
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Oversupply of Uranium in the Utilities
The environment of that oversupply the last decade really created this false sense of security. The utilities could buy these carry trade pounds so easily, so abundantly, and so cheaply for so long. It hurt the producers for a very long time. Why didn't they load their inventories? Because they've had this abundant Uranium available for as long as they can remember.
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