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« De plus en plus de personnes prennent conscience de la justesse de la position de la Russie », a estimé M. Dmitriev. Mardi, il s’est entretenu avec les représentants américains Steve Witkoff et Jared Kushner, le gendre de Donald Trump.
14 commentaires
The cost guidance is better than expected. If they deliver, the stock could rerate.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Production mix shifting toward International might help margins if metals stay firm.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on EN DIRECT, guerre en Ukraine : Kirill Dmitriev, émissaire russe, rapporte des discussions « constructives » à Davos, où il a rencontré Jared Kushner et Steve Witkoff. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.