Investment Update | Review + Outlook
​We have a favourable view of the long-term uranium supply/demand outlook. In our view, while the production cutbacks announced by Cameco are encouraging and necessary to rebalance the market, more cutbacks are needed in order to eliminate the current market oversupply.
Independent equity research focused on the North American market that leverages ARC’s unparalleled expertise in applying proprietary forensic accounting knowledge to investment analysis.
The ARC process is focused on avoiding financial reporting and accounting risks while identifying companies with superior adjusted cash flow metrics.
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