$CGN MINING (01164.HK)$$Cameco (CCJ.US)$$Global X Uranium ET...

Sprott bought spot ore of 1.1m pounds a day (as a reference, the global output of 2021 is about 120-130m pounds, and the demand is about 180-190m). There was a serious imbalance between supply and demand, and inventory was needed to supplement. However, after the restart of Nuclear power in Japan, the supplier of inventory would change 180 degrees to the consumer of inventory. Combined with sprott's aggressive physical purchases, you can imagine how exciting the market is going to be in the coming year