So where is the enriched fuel going to come from? You might do better to buy SLX, not that will be a quick solution either but they are further down the track than others. Will the USA release enriched material from their defence reserves to keep the commercial reactors going until such time as alternative supplies are available? All the yellowcake in the world is not much help until it has been enriched and that is the most controlled industry in the whole world.
What happened to plutonium reactors? France was building fast breeder reactors at one stage which produced plutonium for fuel.
Nexgen has a $5.39 Billion Market Cap. a sitting duck??, page-45
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