VMY is my favourite U play on ASX. Then PEN and BOE runners up.BKY great co but BOE has very very similar project stats for half the market cap. VMY have the best long term set up with their core 90m lbs Mulga Rock project and the 3 additional alligator river tenements, that i'm very confident at least 2 of which have a mine worthy resource. Angularli has already proven to have 26m lbs with a 20-60m lb additional target. I'm very excitied to see the drill results at the 'Such Wow' prospect too. If VMY can find 2 significant resources then we are set as it seems the Cameco buy-back option only allows them to rebuy one project out of the 3 (that's how I interpret it anyway). Also, the potential for the battery minerals upside is very interesting in the current market, cobalt/copper/nickel prices are all expected to rise.
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VMY is my favourite U play on ASX. Then PEN and BOE runners up....
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