Bannerman Poised to Break Out, page-358

Things are clicking hard across the U planet from U companies/producers to brokers to utilities to investors to funds to etc
I'm not much to be overly optimistic and rely on more of a realist attitude, however, the U spot high in the $140's surely is in play sometime during 2024 if things regarding U maintain this enthusiasm (a bit of consolidation would be good along the way to cement the gains)
When I compare DYL to BMN and BMN's MC effectively being half of DYL (yes some of DYL's MC is tied to Australian assets in WA and NT but funnily enough for Australia I also see those assets in WA and NT as a Sovereign risk) yet they are both looking at similar timelines to production, production rates, enormous resources to ramp up annual production, etc, yet BMN's CAPEX is ~USD$100m less in Namibia ... it reads well for BMN IMO
If BMN sticks to the timelines regarding offtake and financing you would have to say the BMN high from 2/3 years ago is in play during 2024