Gus was keen to flog the news of Kazatomprom establishing a Swiss marketing company as being a shift that could have a big impact on spot. It's been difficult finding much information on it though. there's a good discussion here:
http://www.provenandprobable.com/uranium-shift-kazakh-mindset-may-signal-long-awaited-market-bottom/
Cheers,
Wob
