VMY is by far the best long term uranium play, great set up project wise. Have been accumulating fair amount around these levels. PEN and BOE are my other favourites. PEN will get very interesting in 2019 when they get their ph permit as it will reduce their opex costs to under $20 / lb, the market cap tiny considering they have sales contracts through to 2030. BKY great company but seems very overhyped to me - very similar project stats to BOE, and BOE has half the market cap. TOE another great co but still lots of steps behind the rest of the plays yet market cap still around 50-60m level, plus low prod rate p.a concerns me. In saying this, I reckon there's multibags from any uranium stock with a defined economic resource. If I had to list 10 best to worst: 1. VMY 2. PEN 3. BOE 4. AEE 6. BKY 7. TOE 8. BMN 9. PDN 10. ACB Just sharing my opinion / thoughts
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VMY is by far the best long term uranium play, great set up...
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