looking to expand u porttfolio, page-9

I believe BMN is a good one next to MTN, not only on potential EV/lb basis, buy on economic of scale, and position in racing to production.

Another one I like is PNN for its potential to be the fifth uranium mine in Australia and resource expasion. The directors selling is not a big deal. They still hold 30-40%. Sell some in the strong market to enjoy life, nothing wrong. We did it all the time, right? There is no good to have paper asset laying around. We need fancy house, car, boat, holidays, maybe a jet too.

Of course, the WHE, for the dynamic and aggressive management team, and near term producer.