PEN peninsula energy limited
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new u supply and price issue, page-3

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    22/05/12
    09:26
    Post #: 10205911
    Col - comparing apples with oranges?

    Yellowcake tonnage is a very different thing than 'low enriched U' tonnage.

    The important part of the article is the potential impact on 15% of the total US domestic market - and the consequence for the U price.

    Too early to say - but some key players are clearly concerned.
    PEN Price at posting: 3.7¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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