EXT excite technology services ltd

kepco, page-3

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    i hear what you are saying however i personlly think the downstream model is relatively limited for the miners.

    PDN have invested significant cash in a marketing arm, however this is dostinct from enrichment which is where CAMECO end up.

    Commercial enrichment facilities are typically historic and are ONLY located in US/France/UK and Japan.

    i cant see any of the current crop of emerging miners going or being able to go that far as the IEA wouldnt have a bar of it.

    i could be wrong however but its a pretty big leap.
 
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