Ann: Becoming a substantial holder, page-28

I think this is a valid point. They will be a quick and cost effective restart, that will be able to quickly capitalize on market conditions. However, I suspect (and I could be very wrong) the likes of DYL and BMN will be the ones to win the show longer term, as with scale comes cost-effectiveness (scale LOT does not appear to have). This all assumes there is an ever increasing supply gap, and the nuclear thesis continues to play out. I personally like LOT for the early wave advantage of fuel deficit. I think different types of fuel fabrication could be an interesting area to explore for investment also (can't find anything on the asx that touches this however). I digress, go LOT!