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By Tom Winnifrith | Thursday 11 October 2018
Michael Alkin has an extensive background in the Hedge Fund world but since 2015 has been focused on looking at Uranium. He says that he quickly realized that the uranium picture was a complex one and appeared underappreciated.
He studied the entire mining picture including the fuel cycle, reactors, regional demands, enrichment, underfeeding, and secondary market sources of uranium like government holdings. He realized that the economics of future uranium production was mainly ignored due to long-term contracts. After carefully considering the market he realized it would almost certainly continue to grow. The macro bull case is explained in the latest video from Palisade Capital.
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