I think PDN and BOE are great too. I really really like VIMY.Mike as CEO is brilliant. So is Scott H, our marketing guy on the ground in the states. contracted price will be around $55 - $65. Have a look at SWU price trend. Contracts need to be in place 2 years before existing end. And 50% of utilities coming off in next 5 years. In any event, if you don’t believe contracted prices can increase, then how are you supportive of PDN or BOE. Do you think they will run with $45. S232 may end with Australia being able to maintain current Australian export. That’s Australian mine, in Australian location. With Ranger coming off in 2 years, there’s only a few that will benefit. BOE and VMY. Such wow and alligator river may surprise to the upside too. Cheers pez
VMY Price at posting:
6.1¢ Sentiment: Buy Disclosure: Held
