I fully agree about the capex and opex and I agree that is where PEN will have a distinct advantage into the future, however its abit like the oil situation (maybe not quite as defined as there is a couple of options), if there wasn?t new discoveries, just imagine what the price would be?
We all know it takes many years to adapt and change to new technologies and hence if aint too many new discoveries of uranium due to a lack of funds and explorers getting scared off, then is where I see this an area I real growth in the very longer term area for uranium sector in general.
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