LT U308 contracted just signed for US$43.78 when it cost US$15 all up to get it out the gate, so U308 deals are still being done. Just like any other commodity you have to have a great resource & a good margin.
MNS has that in the graphite space but not so sure about UAL at present, can't see much merit in it except to sell to someone with deeper pockets & a longer time frame - maybe our Russian neighbours in Tanzania who paid up big to T/O the leases across the river ?
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