“As we’ve seen in the past, when this sector releases, it moves really, really quickly. It almost goes vertical over a very short period of time.”
Guy Keller’s conviction on the uranium bull thesis has paid off thus far, with the Tribeca Nuclear Energy Opportunities Strategy fund he manages rising 39.15% per annum since inception.
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Key Highlights
– Tribeca’s Guy Keller says weak uranium equity sentiment in 2024 disguises strong fundamentals for the nuclear fuel
– Forecast Kazakh production cuts will put further pressure on an already strained global uranium supply pipeline
– Prices need to rise beyond strong recent levels of ~US$80/lb to incentivise new mines