re: Ann: Research Report - ISR Uranium and Pe... My thoughts are the contracting will begin in earnest through the course of the year.
US utilities have 12% of their demand for 2015 uncontracted and 30-70% through 2016-2019.
The process to turn U308 into fuel rods for a reactor has an 18-24month lead time.
Time to hang in there now, things will turn soon enough.
Ann: Research Report - ISR Uranium and Peninsula , page-37
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