Ann: Anomalous Lithium Concentrations at Greenland Project, page-55

yeah I am monitoring the URNM rebalance at the moment; so will be an interesting week for EPM.
If it doesn't get in, it becomes an absolutely crazy uranium-arbitrage opportunity or general top up.

If it does get in, well you might see a speeding ticket.

Rebalancing finishes on 31st March; and for URNM it typically buys on market. It been known to "skip" holdings or rebalancing completely; this round they are currently doing FIND (Baselode) which has a market cap of $42M MC USD, pushed it up by 50%+, and URNM has only bought 0.2% out of minimum purchase of 0.30%; so pretty absurd.

Note also the Deep Yellow and Vimy are going for an arranged marriage it seems; they among other holdings need to be shaved down to fit the new inclusions. Once they merge, it's really unlikely there will maintain their combined allocations for too long. At rebalance the allocation formula will probably reduce the holding down to Deep Yellow data only. So actually a merger in this environment will cause weird selling pressure on rebalance (July; for URA)

If and when the OZ Yellow transaction occurs; and goes on market - it will probably be ideal for the September URNM rebalance.
It's only competitor is 92E, but they need to put on another $15M MC AUD, before then, which looks to be possible once the Uranium Spot get a shot in the arm.