Last Petra update on Lotus for instance was Dec 2021.
And as you are aware that was when the U-spot was out of purchase season for Utilities sitting on ~$40lb to $43lb.
Other research houses have already have been releasing reports urgently due to the Ukraine/Russia conflict and how it may impact supply (including consideration on Kazatomprom).
So at ~$60lb Uranium Spot price, that makes EPM probably the most undervalued uranium holding at the moment.
10 Cent Party, page-2553
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