jorc close , page-39

re: you all getting itchy Fwiw...It may have been mentioned before but, I was reviewing the December (I think) 2006 BHP Olympic Dam presentation from their website today (refer second or third section of the 70+ pages(all of it worth a look))...there was a pretty good graph of their estimated outlook for U3O8 supply/demand going forward. It does put things into perspective and addresses the short term outlook fo price which is acknowledged as tight. Early unhedged production will be enormously profitable...

Very interesting to also see that chart about the relative size of resources globally. OD is so much bigger than anything else it's not funny.

regards
DF