very encouraging , page-2

Sorry I'll repost it correctly this time !!!

Our Top Picks
Junior ISR developers and emerging producers have generated strong
returns for investors based on our periodic review in Figure 2. We view
this as a positive read across for both of our preferred developers
Anatolia Energy (AEK AU) and Peninsula Energy (PEN AU).
Peninsula Energy is well placed to deliver on targets. It has a globally
experienced team that has both built and previously operated ISR mines
in Wyoming (and globally). The strong share price appreciation of its
peers post commissioning suggests Peninsula is well positioned as it
targets production in late 2014. As the largest operator in the region with
planned production of 2.2Mlb U3O8 pa, Peninsula is well placed for any
M&A activity in what is an extensive uranium district. Its neighbours
include Cameco, Uranium One, Uranerz Energy and Ur-Energy