why is bmn so cheap, page-5

I knew someone would get all upset if I posted that article. It doesnt mince words. The most important part of the piece is that there isnt enough demand for uranium, now or in the next few decades, to put all the U deposits out there into production. Thus, the deposits of 200 ppm will remain too marginal to be viable. The fact that Rossing South makes Etango look like Jennifer Hawkins (whomever that is) ugly stepsister is exactly my point...RS will put etango, valencia, deep yellow and any other more marginal deposits out of business. My analysis may not be palatable, but its true. You are welcome to your analysis and I certainly enjoy the lively discussion on the board here!