when the dust settles, page-6

Just a quick reply vintage

1.Will the incident impact the price of U - in the short, medium and long terms?

ST yes, MT off course and LT no.
There is a long cycle from planning to actual production. China has said no and I would presume India will be in the same boat. So there will be a reduction in the spot price and this will have a drag on effefct to the other MT view.

Though this is all related to your metric of ST, MT and LT

2. Will the incident reduce demand for U and, if so, will this impact PEN's markets?

PEN's markets are in the USA, so I cannot see an issue with existing Nuclear reactor supply demand.


3. If there are such impacts (lower U price and/or lower demand) will this reduce the project's feasibility?

Project feasibility is still feasible till about $30 odd, this is in contrast to other supplies, so it is a catch22 situation.

4. Will the incident reduce the chances of being issued all the required permits? Or extend the processing times for them (due to heightened public scepticism re U and/or more stringent rules)?

Rules take a while to change and PEN is almost past the first major hurdles. eg disposal wells. Will it be impacted it depends on the box reporting and the view of those that will make a proposal, most humans could not be bothered.

5. Will the incident reduce the chances off raising sufficient capital for mine development?

If I see a profit I will invest, I gather this is the simple view of all investors no matter how much money they invest.

I have tries in some way to answer your points but not in deapth. I am sure I have holes and have missed vital data and possible tangents.

Interesting post and points vintage.