MEU 2.38% 4.1¢ marmota limited

China is light years ahead of the competition they already own...

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    China is light years ahead of the competition
    they already own half of Namibian production
    they have a 49% stake in 2 mines in Kazakhstani
    and only recently signed 2 big contracts with Kazatomprom 6 months apart
    that needed shareholder approval because it was bigger than the kazatomprom book value
    whatever that means but was obviously large
    they will continue to be aggressive buyers not only for there reactor builds but will be leaders in SMR technology
    construction and supply

    so a lot of east supply won’t be coming to the west
    and currently the west has the largest usage !


 
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