Global Atomic offers leveraged exposure to a commodity fast emerging from a decade-long slumber as the world awakens to the key role uranium must play if global ambitions to decarbonise power generation are to be realised. The company’s 189Mlb Dasa resource in Niger has substantial development optionality in a firming uranium market, but – in contrast to many peers – also holds up at softer prices. Benefitting from high grades and straightforward metallurgy, Dasa could sustain upwards of 4Mlb pa ....
