You may need to increase that list of potential bidders a little bit more.
ARMZ were there middle last year having met the N govt and rocking the boat on a potential development of Husab.
AREVA is also there with Trekopje project running into technical difficulties and their Niger projects complicated by terrorist attacks. This co is a one stop shop of "everything you need on nuclear power".
Koreans, KEPCO, has also long been interested in securing long term supplies and was reported to be looking round ACB's project but that is many years down the track if it goes to production.
Japan, Itochu, probably distracted by nuclear problems at home to mount any determined attempt.
CNGP is the current potential and will have to get the ball rolling or miss out completely by LSE ruling for 3 months.
RIO, still harping on the benefits of a Jv with EXT. I don't know if it is to EXT's benefit as Drag100 pointed out that Rosing's equipment are old and in need of serious maintenance and fit-out. Grading issues at rosing has extracted less yellow cake and I am sure they would gladly increase digging and processing more ore in the same time frame never mind about increasing capacity for EXT's ore.
Have I left out anyone of significance? Maybe the Canadians but I don't think they have a deep enough pockets like the big boys. Who knows?
My opinion only of course.
EXT Price at posting:
$7.63 Sentiment: Buy Disclosure: Held
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