Thks @ozblue Totally agree, I would
like to think that we have a fair amount of price inelasticity here. Seems supply chains are pretty tied up and a new source like this is going to go well. Thought the latest investor report that put NPV around 4.5bln was modelling 2mtpa of the higher grade 2.5% resource potential for that kind of time period. Have been plotting the Uranium and Thorium also. seems much lower than Araxa numbers that have been published. Bogan Geo called this out pretty early
on.
IMO DYOR
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