Cameco Vs. Kazatomprom

MINEX Forum | May 14, 2019
img0 Summary They are the two largest uranium producers in the world, and I see them as a leveraged bet on the recovery of the uranium price. Kazatomprom looks better in 2019, but Section 232 in the USA matters a lot. Cameco would be the main beneficiary from a quota on US uranium production. Introduction Cameco ...