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Zwei aufschlussreiche Kommentare zum Spot- u. Terminmarkt von J. Quakes dazu:
1.) Listen to @Brandon_Munro's latest @CruxInvestor interview where he explains the price action in the extremely thin Spot market, which isn't actually a true Spot market but a price reported based on Bid/Ask data in private trading by Nuclear fuel brokers and off-market deals. Nuclear utilities aren't currently buying any uranium on the Spot market as they seek long-term contracts instead. The long-term price has just jumped from $75 to $80/lb as reported by Nuclear fuel consultants TradeTech. That's where 90% of the purchasing is currently being done. The reported Spot price took a dip because a trader of physical material was forced to sell their positions by 31 March into a market where there were no actual buyers on the bid, so the price dropped to the mid-80's. There's no true price discovery in situations like that. However, both buyers and sellers have now returned to the Spot market to form a new floor around $88/lb. Again, there is no actual Spot market. It's more like an OTC Pink Sheets market where there can be a huge price spread between buyers and sellers on extremely low volume orders trying to be transacted.
2.) (zum LT-Preis): Those aren't forecasts... those are the actual reported prices. Most long-term contracts are negotiated privately and the price/quantity/terms withheld to the public. UxC picks the lowest floor price in a contract over the entire month as their Long-term price, even tho Cameco says they are negotiating ceiling prices of $130/lb in their new contracts. Welcome to the opaque uranium sector which is mostly kept behind a curtain, leaving investors in the dark.
Der Sput-ATM KÖNNTE heute endlich wieder aktiviert werden und Käufe am Spotmarkt zur Folge haben:
Discount: -0.46%
Die Chancen stehen gut ....
1.) Listen to @Brandon_Munro's latest @CruxInvestor interview where he explains the price action in the extremely thin Spot market, which isn't actually a true Spot market but a price reported based on Bid/Ask data in private trading by Nuclear fuel brokers and off-market deals. Nuclear utilities aren't currently buying any uranium on the Spot market as they seek long-term contracts instead. The long-term price has just jumped from $75 to $80/lb as reported by Nuclear fuel consultants TradeTech. That's where 90% of the purchasing is currently being done. The reported Spot price took a dip because a trader of physical material was forced to sell their positions by 31 March into a market where there were no actual buyers on the bid, so the price dropped to the mid-80's. There's no true price discovery in situations like that. However, both buyers and sellers have now returned to the Spot market to form a new floor around $88/lb. Again, there is no actual Spot market. It's more like an OTC Pink Sheets market where there can be a huge price spread between buyers and sellers on extremely low volume orders trying to be transacted.
2.) (zum LT-Preis): Those aren't forecasts... those are the actual reported prices. Most long-term contracts are negotiated privately and the price/quantity/terms withheld to the public. UxC picks the lowest floor price in a contract over the entire month as their Long-term price, even tho Cameco says they are negotiating ceiling prices of $130/lb in their new contracts. Welcome to the opaque uranium sector which is mostly kept behind a curtain, leaving investors in the dark.
Der Sput-ATM KÖNNTE heute endlich wieder aktiviert werden und Käufe am Spotmarkt zur Folge haben:
Discount: -0.46%
Die Chancen stehen gut ....
