Now I wonder who might be well positioned to benefit from the spare capacity.
Great news. And nicely timed in advance of our scoping study and some detail on the project economics.
I note also the trouble for Areva in Niger, and remind you of their contractual obligations to supply China with African uranium for at least the next 14 years - only 35% of it coming from Trekkopje, with Areva committed to supplying the other 65% from other African resources.
It's got to come from somewhere. Could do worse than look 30km up the road in a country in which you are already set up to produce and which is geopolitically receptive to uranium mining. Time for the French to lock in more supply?
