Duane Hope sharing the VanEck take: even with the AI/data-center noise, the uranium demand thesis is still intact. Long-term prices sitting near $95/lb — 18-year highs — while spot has been range-bound and the miners have taken a hit. Chart makes it clear. Miners can swing hard on sentiment, but the long-term contracting price keeps grinding higher. Same process as always in this space — focus on the actual fundamentals and the better projects, ignore the short-term noise, and let the cycle play out. Patience still does the heavy lifting.
Stock Talk Thedave2006 Canada and US 🇨🇦Share
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