In short: Supply reference: the counterparty on Yellowcake's annual US$100mn physical call for CY2026. Cited in the uranium supply/demand plumbing, not a stance.
In short: Supply reference: the world's #1 uranium producer (LSE/AIX GDRs, US OTC NATKY), named with Cameco as "missing production numbers and taking down guidance and drawing down inventory" — and the counterparty on Yellowcake's $100mn physical call. Cited as bullish supply-side context, not a stance.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.