Kazatomprom and Cameco - 2024 and beyond.

So the big event that everyone was hoping to send the spot price of uranium to 200 dollars a pound has come, and as exactly as I expected it to go, Cameco has come to pour some cold water on the dreams of many. But this is what happens when you thesis relies on unproven hearsay, wild assumptions, and borderline fraud allegations.

At Proven Reserves, we take a more grounded approach, with proven information, safer assumptions, which we believe will ultimately result in more reliable returns on investment. So with that, let’s digest some of the recent news..