While the spot market distracts, long-term uranium prices just hit $91.50/lb. – the highest level since 2008. Utilities aren't just "watching" anymore; they’re securing supply for the next decade.
Prices are going higher.
@Nicnevim11 On by byl zajimavy stejny graf ale v USD, nevim jak NB funguji, ale pochybuji kdyz nakupuji, tak jim je jedno za kolik, spis bych si rekl, ze maji X penez a nakoupi za ne dostupne mnozstvi tun zlata. No a kdyz je zlato za 2x tak nakoupi mene? 🤷♂️
@graddhytrading Hi @graddhytrading , I am new here, but what is your strategy and view on SILJ, I am looking for short and midterm view. As I miss an overall picture. Or where I can find it?
@Nicnevim11 Proste ty data centra a nova vystavba ty komodity potrebuje… Nejdulezitejsi je, ze napriklad squeeze na zlate neni drivovan retailem, ale Asii a nedostkem fyzickeho stribra. Sklady se nestihaji doplnovat a rezervy se zacinaji presouvat… Jedno el. auto je cca 1kg stribra..
@Nicnevim11 Porad nevim, jak ten model bere v potaz strukturalni deficity jednotlivych komodit a incetivni (dlouhodbe) ceny otevrit nove doly nebo zacit tezit tam, kde se to do ted nevyplatilo. Do toho vlady si zacinaji delat svoje strategicke rezervy a hlavne to, ze to je komodity squeeze…
@jiripribyl@Nicnevim11 Zasadni problem srovnani s BTC je, ze stribro ma fundament, tzn. ze se pouziva v prumyslu a jeho tezba je podfinancovana. Dalsi vec je, ze stribro neni tazeno retailem ;)