We seem to be in limbo awaiting permit approval for the Salamanca mine.
Is anyone aware if the Oman Sovereign Fund can renig their investment in BKY if we have extended permit delays or don't receive the permits?
From a global uranium perspective, I'd be interested to hear others thoughts on companies you are interested in or invested in. Whilst BKY is my largest uranium holding and largest individual holding in my portfolio, I also hold BOE (already has their plant on care and maintenance mode) and AEE - highly spec however huge resources (including huge Vanadium resources).
I think a company with low cost Capex and all in sustainable mining costs like BKY will do very well, just needing those final permits! Very interested to hear others discussions if they want to share.
I'm also starting to look outside Australia, currently looking into few companies in the Athabasca Basin in Canada.
Cheers, Stu
BKY Price at posting:
75.0¢ Sentiment: Buy Disclosure: Held
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