Yesterday I was listening to a Gent we all know mention that China alone will use 70 million lbs per year 2030 to 2035 and onwards.
Today I was running around a volcano listening to him mention how much of the current western utilities have yet to secure replacement contracting. "Resouces Talks' (Tower hill wildlife reserve)
Honestly yet to read Uranium Insiders April news letter. I'm that relaxed about my significant overweight U308 positions inside and out side my superannuation funds more focused on running training and relationships. Appreciate some people think Dividends are not on our to do list. Every time I look at items like "~80% of production to CY2030 is exposed to uncapped spot prices" I smile and wonder how much cash PDN management will want to hold in the bank making us a take over target more than we already might be?
10 years ago I thought CNNC might get all of us. The 25% they have is fine with me as it may help us not get wrapped up in take over mania that may occur over the next 20 years.
Did I mention China's large slice their stores/stash of U308 from KAP and other u308 mines including ourselves is NOT for sale
Off for a run againPDN may be over that number of yours sooner rather than later
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