A weekly catch up with Brandon Munro, Uranium Market Commentator and CEO of Bannerman Resources (ASX:BMN).
What's up for discussion this time? First, we take a look at the impact COVID-19 has had on Kazakh uranium production. We all know the pounds are down and won't be made up, but is the virus going to extend the 3 months shutdown?
Namibia is a country that has classified mining as an essential service, so the uranium sector there can continue at close to fully-optimised production.
We then talk about how well Australia has dealt with the COVID-19 crisis and the positive impact this had had on BHP's Olympic Dam: it's still open as usual.
After taking a look at Paladin Energy's fall from grace off the ASX300 and what this could spell out for all Australian uranium juniors, we talk about the need for consolidation in the uranium space. With projects, capital and expertise spread thinly, uranium companies need to band together if they hope to prosper or even survive come the turn of the uranium market.
- COVID-19's Impact on Countries: Looking at Kazakhstan
- Production in Namibia: How Did COVID-19 Affect it?
- Cameco and Kazatomprom: Independence of Market and Production Clues
- COVID-19's Affect on Australia's Olympic Dam
- Paladin Energy Removed from ASX300: Implications and Opinions
- Business Models Galore: Survival of Uranium Companies Lies in M&A
Company page: https://www.bannermanresources.com.au/
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