Try this
http://aheadoftheherd.com/Newsletter/2010/the_usa_needs_urz.htm
Yes an old article but even more relevant today as it was then. The USA needs uranium and URZ doesn't have anywhere near enough to supply the USA needs that are coming next year when the HUE ends.
I dare say PEN's uranium is about to be much sought after and the sales contract in place now won't be the last by a long shot.
"the usa needs urz", page-7
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