我梗係明佢講啲咩
tldr: most u miner naked short uranium contract / covered call, 又或者根本係完全 no production even ss to the moon
so spot price 就算升幾多
u miner 過往幾年嘅操作已經限制咗佢嘅升幅
升得最快嗰一段係30幾蚊去80幾蚊
八十幾到200之後, 又係另一個故仔
好多人投資uranium 係冇諗過依樣嘢, e.g. ar pig, eng sir
spot price 升, u miner 可能係會輸錢
e.g. ccj
或者將來個升幅係少過spot price
所以變咗想買spot price, so SPUT @ canada / YCA @ UK
reflexive 就係啲錢究竟去買 spot 定 miner,
SPUT 最特別嘅地方係冇贖回機制, 同十幾年前嗰次唔一樣?
當時YCA 散冧咗個市場
I’m not smart enough to find the junior that is a 100x -> glo, gxu, uuuu, nxe
=> me urnj then
你可以睇埋最後嘅comment