Ann: AGM CEO's Presentation to Shareholders, page-8

I thought contracting was confidential.
And it is likely deals are currently being done at $80 vicinity. But we will never know.
The crunch comes when there is not enough mines left to do contracts with, then, they go to spot market, the unusual spot POU then goes up, and then more mines come online with financials viable. This crunch point is actually very hard to determine how close it is unless you audit all the utilities across the world to find out their stock levels. And if you know all the contracts and when they expire and what price they are re contracted at but they are confidential business decisions. You also have the enrichment crunch point which is also another issue all together.