dude im sure you still have holdings in a few uranium companies,...

dude im sure you still have holdings in a few uranium companies, but i remember your post being disheartened with the uranium thesis in generally, remember reading a post of yours on VMY how you sold out. Like one week later we saw the SPUT atm open up and the run to $50 a pound.

I hope your still holding your portfolio mate...plenty of cash to go around.

I agree there are better uranium companies out there than PEN on the ASX(which i hold)but they do have some real unique qualities.

- 6-12 month start up time
- low capex
- very friendly state
- proven resource (with potenial upside)
- First ISR mine in U.S. (welcome to be corrected on this as tI have heard conflicting information)

Yeah its not the largest resoruce, or the highest grades, and it has been heavily diluted.

Now Wayne has the chemistry he wants to go with, i hope he is as shrewed in his contract/merger negotiations as he is with the chemistry. (im sure many other potenial ISR producers in US and Canada would be interested in their resource and knowledge)