Stefi Maher
@stefimaher.bsky.social
Digital Communications Director @ NWR Communications. Posting about #ASX listed small to mid caps. Views are my own.
📍 Melbourne, Australia 🇦🇺
📍 Melbourne, Australia 🇦🇺
Argonaut — “We believe the timing of the Kayelekera restart and ramp-up coincides with tightness in the uranium market, driving economic upside from our near-term bullish price outlook. Longer-term there is upside from the Letlhakane uranium project development."
March 20, 2025 at 1:16 AM
Argonaut — “We believe the timing of the Kayelekera restart and ramp-up coincides with tightness in the uranium market, driving economic upside from our near-term bullish price outlook. Longer-term there is upside from the Letlhakane uranium project development."
Bell Potter — “With spot prices trading at a ~23% discount to term prices (historical average ~10%), LOT's strategy of focusing on base-escalated contracts appears prudent."
March 20, 2025 at 1:16 AM
Bell Potter — “With spot prices trading at a ~23% discount to term prices (historical average ~10%), LOT's strategy of focusing on base-escalated contracts appears prudent."