RE: EMC for saleI totally agree. It is time for SXR to start building U production and generating CF now that they have already put the pieces into place to be highly successful. We do not need further dilution & complexities. I see very minimal synergistic value in SXR buying out EMC anyways.
I hope it is a large base metal or gold miner or even possibly CCO. The I hope for a high premium and possible bidding war. This would help re-value the others budding stocks in the sector to higher levels. If I had to guess, I would suggest it might be Denison as they would get the most synergistic benefit as far as I can see and they are already highly fragmented anyways.
FWIW my current U holdings by weight are SXR, AXU, PDN, RSC & FRG. I do trade them all adjusting positions depending on stock gyrations. It has been a profitable exercise.
Cheers!!!