How old is the GSJBW report mentioned in the article. The post qoutes the article saying spot price of uranium in June and on 7 July (or were those major typos) which seems to indicate this is an old report. Having said that I agree with the basic premise - look at the number of potential U-mines (EXT, BMN, DYL, PDN Malawi, Cigar Lake once flooding problems resolved, the various mines in Niger and AUS) and the proposed volumes (including proposed expansions of existing mines) and a lot of explorers are going to fall by the way side. It will be those who have high grade, low cost deposits (especially if near enough to a existing facilities not to need a large capital spend) that will get off the ground and be profitable.
another warrick, page-18
Add BMN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.95 |
Change
0.090(3.15%) |
Mkt cap ! $526.9M | |||
| Open | High | Low | Value | Volume |
| $2.98 | $3.03 | $2.94 | $1.499M | 505.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1610 | $2.94 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.95 | 5480 | 2 |
View Market Depth
| Last trade - 16.10pm 08/11/2024 (20 minute delay) ? |
| BMN (ASX) Chart |