Ann: Production starts at Alta Mesa Uranium Project, Texas, page-19

Hi @pastperformer. Size of the sell down wasn’t great but it’s been well covered here. I held ages ago, in all honesty can’t remember why I sold. I never bought back because I felt the valuation was unjustified on fundamental terms, which (as I recently wrote on here) was a big error of judgment on my part because it overlooked the key driver of this stock - flow of funds. It has been fundamentally overvalued for a long time but that’s been largely irrelevant to the performance of the stock. There aren’t many quality ASX uranium stocks to hold, so it should trade on a rich premium (and it does).

I still admire the business and am pleased to see them do well. Cheers