Pete,
Please have a look at my post:
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=1120794&msgid=6265832
If you follow the instructions, this will take you to a BMO conference on Uranium. For a great round up on the U# supply fundamentals, please listen to UraniumOne presentation.
All the other presentations are extremely interesting, and are mandatory listening for any of you interested in or are invested in the Uranium sector.
Cheers, Skip
u fundamentals, page-7
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