If you had a poll of all Uranium wish fulls, how many would say they wish their stocks were in a jurisdiction that was permit friendly ? And couple that with high grade, length, and near surface. All good metrics.
I am not aware of any other ASX juniors in Kazakhstan. It is then an incredible first mover advantage that we have by opening the door to the ASX of a jurisdiction that has 10 active uranium mines.
When the plethora of shell companies in the ASX, consider the failed lithium wave, would be ready to flip to a hotter commodity, in a permit friendlier jurisdiction. Perhaps by being a trail blazer, demonstrating the way in to Kazakhstan, others may follow. But where will we be then ? Perhaps expanding our foot print, before the herd arrives ?
This 15km from the major USSR mine, that trend we lie within, as webinar Q&A regarding further expanding our foot print. Thats what a smart first mover advantage would do. Why were these blocks not already locked up ? Perhaps simply that the existing mines were active producing, not interested in the exploration ?
I think of the rational of BHP and RIO and Hancocks in the Pilbara. They had the big mines running, enough for them to contend with, and the junior space, or event to explore for more tonnes not needed at their current production schedule for decades.
It is an incredible sunrise then, what has allowed a door to be opened for ASX juniors into this region. And no wonder, that few know about it then. That is what you call a sleeping giant. A gem under cover. No one thinks yet to join the dots, that yes, that Kazakhstan door has been opened to us, and we are the ones with our foot in that door first. When that door opens further, the others start to make head lines, then there will be an wider market rush and volumes frenzy of all the low hanging fruit. Our MRE growth hopefully well and truly in motion.
So we are the ASX junior vehicle at present, and news flow emanating from our one beacon of Uranium friendly headlight. That is a mountain to climb on its own for now. Yet that rush that may come when a sector begins to generate peers news headlines to reflect with.
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