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"Areva should have talked to this guy before spending $ 2.5B on Uramin + $1B on the Trekkopje deposit (120-150ppm). Areva, the largest vertical integrated company in the uranium sector, in the world, knows more than this guy."
I disagree, Jun 2007, when Areva made the offer for Uramin, spot u price was about $120/1b, if Areva knew spot price will drop to $43/1b, IMO, no deal. BTW,Jun 2007,PDN sp was $9, BMN was $3, time changed.
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