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"Whats unknown is the amount Cameco need to cover"These guys...

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    "Whats unknown is the amount Cameco need to cover"

    https://hotcopper.com.au/data/attachments/5947/5947605-0c3bbbd952062dd247265c5f83649490.jpg


    These guys couldn't even hit their production target from three months ago which was already downgraded. Let's see how they go in 2024. It will take some effort to reach 22.4 million pounds considering they were aiming for 20.3 million in 2023 and only produced 17.6 million. If there is any shortfall they'll need to buy on the spot market. They are contracted for between 32 and 34 million pounds in 2024.

 
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