Ann: DFS Refresh Significantly Improves Mulga Rock Economics, page-9

I tend to be on the conservative side when it comes to the contracting Uranman, to avoid disappointment, uranium is such a slow moving space.

I remember Brandon Munro stating 4th Qtr 2020 or 1st Qtr 2021 for contracting, I've noticed his own mood has changed in regard to this, more along the lines that the bottleneck of supply could spring a few surprises.

Going to be an interesting 2nd half of the year, KAP's curtailed production will start to be felt over the next 6 months, regardless of the RSA pending, I hope the confluence of events prompts the utilities into contracting.

Didn't take long to get some press:

Mulga Rocks 'the leader of the pack': Young

Friday's conference call with Mike should be interesting too.

Cheers