I believe that Firsova made a good point yesterday in noting that ACB will struggle to get funding to become a producer on a go-it-alone basis.
Institutional equity markets are going to be nervous about uranium for a long time to come.
However, I am only a dabbler in ACB, so I would love to be corrected.
My major question at this time is - does strategic supply protection from China / India mean that ACB is likely to attract corporate interest in the not-too-distant future? Is this likely to provide the best result for shareholders?
ACB Price at posting:
30.5¢ Sentiment: None Disclosure: Held