Howdy waynecat, yep there is plenty of info re the U308 issues, just for a quick reference have a look at these URL's.
http://www.eoearth.org/article/Geology_of_uranium_deposits
http://www.world-nuclear.org/info/reactors.html
http://www.eia.doe.gov/cneaf/nuclear/dupr/qupd.html
http://www.uraniumseek.com/
http://oilprice.com/Metals/Commodities/Why-Uranium-Will-Make-Someone-Rich.html
http://uraniumsa.org/
I have plenty of other info.
Basically there is an issue from 2012 when the missiles to U308 finishes.
Lake Cigar is delayed again
China buying 5 times it usual allocation this year
Some major players are buying on the spot price due to reduce quality/ppm of U308 to supply existing contracts. the easy and high grade are reduced. (cannot find article now)
The number of nuclear reactors that are approved:
"http://www.world-nuclear.org/info/reactors.html"
Kazakhstan has reduced it known supply (downgrade ore results ppm)
An lots of other reasons, mainly the supply and demand issues from 2013/4.
That is one of the reasons I purchased this stock. There is not enough production to meet the demand.
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