Is $85/lb the new Uranium Floor?

We start today’s show with the news that US$85/lb is the new floor price being conceived for uranium contracts, and then it’s a chat about Sibanye-Stillwater and the wider PGM markets.Next up we picked up on some chatter that there’s been a breakthrough of sorts from China Northern Rare Earths, & to wrap up we take a looking at the goldies spilling news. Sign-up for the Director’s Special Chapters:(0:00:00) Introduction(0:01:30) Scuttlebutt from WNA(0:14:27) Is Sibayne-Stillwate...

Om Podcasten

An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.