Ann: Trading Halt, page-38

Hearing about the 3 times cost increase for Kazatomprom shipping via Trans-Caspian transport route, Kazatomprom contract Russian vote bias from Kazakhstan sovereign wealth fund making it look a lot less like a company share holders can trust and add the current race for pound of u308 by both China and Russia which has not 'yet' flowed to the spot price. The delete tweet about Shipping u308 and fuel via St Petersburg or the US senate Russian Uranium sanction pending.

IF the "Coalition of Pro-Nuclear Organizations Urges The Senate to Oppose Re-Nomination of NRC Commissioner Jeff Baran" gets a noted anti nuclear person out the US NRC the US may be able to build as efficiently and fast as South Korea can? "Commissioner Baran was the sole vote against updating NRC's guidance for siting smaller and safer advanced nuclear reactors that would allow advanced reactors to more easily replace shut-down fossil-fuel power plants" I like careful not silly myself!

General Market sentiment ebbs and flows is hardly relevant to the supply/demand imbalance. PEN has a box seat and will be paid accordingly.

A few years ago PEN was buying cheap spot U308 and selling it for $60ish. We may see a much better price for first mover US origin u308 from Lance Project located in Wyoming.

It is very clear the market money has 'not yet' taken in what is about to occur. It will as it always does.