How is US$75/lbs cheap ???? paying higher than current spot U price ?????... Can't be helped... $1.5m spending is a waste, but not too bad.
CY26 / CY27 also pending downgrade , need to buy more later.... lets hope PEN don't have to buy next year since the contractual agreement with customer is only PEN 40% output. I might swap PEN to LOT when it's back online. like swapping horses, simple. Cheers.
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