Not sure Ben has a clue about the U industry (the technical side that is). As per your subject note: it is an analysts opinion.
As a seasoned metallurgist I'd liek to share with you that U is actually quite easy to extract when compared to say a complex sulphide orebody or even a refractory gold ore. Generally crushing, grinding, leaching, SX or Ion exchange. The namib deposits are reasonably straightforward in terms of their gangue or acid using minerals.
I also think for BMN to use HPGR and flotation is a very creative solution to the process design.
I am confident despite the Co.'s inability to present to the market effectively on the PFS (which I think has now been addressed) that a re-rating will occur in the next few months.
When exactly did Ben make his comments? You said 'just aired'?
Not sure Ben has a clue about the U industry (the technical side...
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