EXT excite technology services ltd

chinese to acquire ~400mlbs uranium resources, page-8

  1. 37,911 Posts.
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    I think some have misunderstood my reasoning.

    EXT is a winner because of its opex & capex.

    But it is also difficult to takeover for the same reasons.

    ERA recently advised their view that many uranium projects will be abandoned in the near term.

    Such projects are like BMN.

    Chinese govt is interested in securing supply rather than making profit.

    BMN is a good fit.

 
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