the call: Wednesday 7 October

Both analysts back uranium, copper and coal names as supply-constrained electrification plays while unanimously rejecting Monash IVF.

• Uranium double-buy: Deep Yellow (DYL) up 8.3% after Google/Constellation Energy's 20-year, 898MW nuclear deal; Shaw and Partners sees uranium hitting $150-200/lb from ~$90 as utilities must eventually secure fuel that's only 5-10% of reactor running costs.
• Copper and electrification theme: Sandfire Resources (SFR) rated a double buy on copper near $6.50/lb (+60-70% in two years) and lack of new supply; IPD Group (IPG) favored as diversified electrification play at ~8.5x PE versus peers at 25x.

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