Dazt49,
Yeah took two pages of notes -LOL!. Unusual for me to do so but I found most of Nathan's presentation really informative and worth putting into writing.
As for attendance, let's just say it was a full house with at least half a dozen people having to stand at the back. Overall numbers would have been around 100 attendees.
One other point I forgot to mention earlier was that Nathan stated both RIO and Areva (he implied BMN communicate regularly communicate with them which is interesting in itself) are banking on a VERY LONG TERM U price of $US65/lb.
BMN was however hoping to be able to take advantage of a $US160/lb price when peak demand was expected - a price forecast by UBS Warburg. Can you imagine selling 8 million lbs with a $US120+ profit margin (that would be equate to a near $1 billion gross margin!!)
melbourne seminar highlights, page-15
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