New article, with points from both sides about where uranium supply and demand is going.
http://www.smh.com.au/business/yellowcake-hunters-chase-a-mirage-20090929-gb28.html
Warwick Grigor has a quote at the end too. He doesnt mention PEN or USA as a producer, but he does recommend companies that have a medium to large proven resource, which I think PEN is well on the way to becoming.
yellowcake hunters chase a mirage
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