TOE has missed the boat and will be left stranded by the rising uranium tide, not a chance to develop their Wiluna project before the 2030ies (currently still at scoping study level), and will get no latitude from the current WA Government to vary their approvals - Cameco tried and failed).
As good as gone, but they might do well on the Nickel front.
Given the recent election results in WA, not this side of 2030 either, with Labor in power for a minimum of two terms.
As for Cameco, it's hard to read what's happening with them, but it looks like the 5yr implementation limit has kicked in for Kintyre and Yeelirrie is still bogged down.
As far as Western Australia is concerned, VMY it is. But don't forget BOE in South Australia.
VMY Price at posting:
13.5¢ Sentiment: Buy Disclosure: Held