When Reality Hits, page-70

The main emphasis is that only 3 uranium mines have DFS in place, Bannerman - Etango,, Vimy’s - Mulga Rock,, Peninsula - Lance,, that are able to come online if U price dictates. Brandon Munro to Peninsula was to give full praise to their outstanding work on the low PH chemistry to date. All the rhetoric out within the U space seems to confirm supply destruction becoming more severe as time moves on,, S232 is the wild card,, more transparency needed,, although every indication points to higher U demand this year and especially into 2020. Great time to invest in U equities while the U companies still present good buying level for the contrarian investor! ;-)