Last week I attended the Resourses Rising Stars conference on the Gold Coast. I met and spoke with a number of investors and advisors there about uranium and in particilar SLX. Most had never heard of SLX or understood that every once of U that comes out of the ground needed to be enriched before it can be used for reactor fuel. Anyone investing in the U sector needs to understand the whole invesment thesis including enrichment.
This link is an excellent summary of the current market bit it does not quite go into enrichment.
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