Ann: Update on Central Processing Plant Commissioning, page-417

My judgment of sources says there is a fundamental error of judgment in the sector of how fast U can be produced relative to its usage. That's showing up by co's like PDN & PEN trying to ramp up and underperforming. I think that will be much worse in Kazakhstan and magnified by the US trying to go it alone on U.

BOE is doing a good job on the element you mentioned. However, they are investing in a lot of development projects themselves. People don't like me talking about BOE, which is amazing because all I'm talking about is how to measure the progress of an ISL operation that's being commissioned. If people d don't care about that. They have no idea.

I have half a mind to throw the handbook of U up as a link but why bother? People are just too lazy or speculating where they shouldn't be. There's a huge amount of that in PEN trading and prices, whether by influencers trying to shear neophytes or not, I don't know.

I say that after taking some big hits in this stock.> I'm only mounting off now because I have made a couple of shekels in Au. I know it's one day a rooster the next - a feather duster.

All IMVHO.
Ps if you want a full treatment look up Goehring & Rozencwajg's newsletter, it's free. they know what they're talking about.