The Brains Trust, page-13069

Yeah, agree, I hold VMY and AGE for spec explorer upside.

So challenging to bring a uranium mine online and tbh maybe in the next up cycle we'll see a couple of projects get to production. I'd wager with anyone you'll be able to count them on one hand. Doesn't mean we can't make a lot of money on the way up.

BKY and NXE on the TSX would be top of the list of companies not already in production. VMY, I agree, good mix of grade/location/share structure/mgmt and capex isn't small but that just means probably more leveraged to a slightly higher POU. Sign some bimding offtakes and all bets off though. Most would-be producers in a similar boat though, I think; AISC in the $40s or $50s, so will need to be signing term contracts in the $50s to incentivise even bothering to produce.