chart breaking out, page-14

Have you been downloading the excel spreadsheet of ura's holdings, which is updated every day, and tracking the stock movements?

You quoted it yourself - 'Typically passive'. He said 'typically' twice, read into that as you want.

I am certain it is not 'simply' indexed, there has clearly been some active management.

Thanks for the compliment, but never meant to strawman you. I agree, definitely would not buy any BMN before next cap raising (ACB seems a much better long term investment atm). I have no doubt that if u price rises as it will have to at some stage (years) to maintain supply, BMN should be one of the first new u mines in a +$80/lb environment, all things considered, if they survive! Even PDN is at some stage going to need +$80/lb to survive.

'Baseless assertions'?

'It is a capital mistake to theorize before one has data. Insensibly one begins to twist facts to suit theories, instead of theories to suit facts.'. Sherlock Holmes