Agree with parts of your assessment, I would be cautious...

Agree with parts of your assessment, I would be cautious regarding Equador as de-risked, looks exceptionally positive but alot of water to go under the bridge before its deemed economic.

I wouldn't pin anything to Uranium until the band in WA is lifted, its a far cry from being in vogue as the announcement by the Libs was more of a suggestion than a policy & seriously threatens the Libs existence. Huge gamble from them that is far more likely to backfire than succeed.

News is paramount but its hard to give news when you don't have any, luckily we're at the right place at the right time & its becoming clear to me that Gower didn't like the way 2023 ended for us the SH's & for his reputation. I reckon he formed a plan at the start of the year that is now starting to unfold.

GLTAH