u come back, page-3

Can anybody indicate when new reactor fuel might actually be required?

I'm guessing that the prolonged shutdown means that the Japanese utilities are probably holding a significant inventory of fuel and won't be needing new fuel for some time?? Will the utilities have contracts in place to cater for new fuel requirements?

Any ideas whether this is likely to benefit PDN (which doesn't have many contracts and is exposed to spot) versus companies like Cameco (which has a portfolio of term contracts and minimal spot exposure)?

In short, when will this all flow through to improving companies' P&L statement?