I see this as a very good Uranium play to hold with minimal rsik in the sector. Of course that means if U pops, we won't get the huge returns of other riskier U plays. 20% of our resource is contracted, with another 30% potentially able to be claimed by Oman at a discount if U price goes nuts... so that means less upside (I'm referring to upside measured in bags ... a meandering U price would probably see us have greater upside than U plays that can mine only on a razor thin line of production viability), but there is very little risk here.
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I see this as a very good Uranium play to hold with minimal rsik...
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