so there it is negatives - They're still not operating at a...

so there it is

negatives
- They're still not operating at a profit
- They are currently buying off the spot market to meet contracts as it's cheaper (opex costs 30 / lb)

positives
- potential to reduce opex costs to under 20 / lb. Huge upside potential.
- Already locked in Sales contracts with ave price above $50 / lb through to 2030.


thanks for the replies


definitely one to watch if the U price goes over $30