Cameco - World's Second Largest Uranium Producer - Grant Isaac скачать в хорошем качестве

Cameco - World's Second Largest Uranium Producer - Grant Isaac

#BloorStreetCapital #Cameco #Uranium Cameco (NYSE: CCJ | TSX: CCO) is the world's second largest producer of uranium. Grant Isaac, SVP & CFO, provides an overview of the term market and how the current geo-political situation is impacting it. Cameco Website: https://www.cameco.com/ Agenda 00:00 Intro 01:34 Impact of War on Term Market 07:44 Is There a Premium on Western Uranium? 10:33 Contracts Priced Out to 2030 and 2040 12:41 Are Utilities Panicked? 15:02 Where is Demand Coming From? 16:14 Cameco's Contracting of 70 Mill lbs. 19:14 Can We Expect a Similar Boost in Q1? 22:00 How Many RFP's Are Being Shopped? 23:49 Has Replacement Cycle Started? 24:46 McArthur River Restart 26:48 Do You Foresee Labor Shortages? 28:08 McArthur Timeline 30:08 Why the Corresponding Pullback in Cigar? 31:51 What are Investors Doing/Saying? 33:57 What Inning are We In? 36:08 What Else Would You Like to Communicate? 36:57 Upcoming News-flow 37:44 Conclusion Waiver & Disclaimer If you register for this webinar/conference you agree to the following; This webinar is provided for information purposes only. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. All webinar participants or any person watching a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/conference is current as of March the 31st, 2022, the date of this webinar/conference, unless otherwise indicated, and is provided for information purposes only. This information is in a summary form and does not purport to be complete. It is not intended to be relied upon as financial or legal advice to investors or potential investors. Bloor Street Capital Inc. has received a fee from Cameco in conjunction with this interview.