Anyone Buying At 24.5c?, page-22

Very interesting fluffy. I have often wondered where the holes might be in the recovery story for uranium and why it is that nuke utilities haven't begun contracting for uncovered requirements in the years to come. Where do u see the flaws in the uncovered requirements line of reasoning and/or what other basis do u have for U prognosis? Why won't it be business as usual once the jap restarts happen? Why won't we return to the period prices immediately prior to Fukushima ? What do u expect the impact to be from secondary uranium sources ?